600699 均胜电子
已收盘 09-30 15:00:00
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港股异动 | 均胜电子(00699)午后涨超4% 特斯拉Optimus近期启动量产审厂 花旗称对供应链属正面
智通财经 · 09-30 14:14
港股异动 | 均胜电子(00699)午后涨超4% 特斯拉Optimus近期启动量产审厂 花旗称对供应链属正面
均胜电子（600699）9月29日主力资金净卖出485.32万元
证券之星 · 09-30 08:26
均胜电子（600699）9月29日主力资金净卖出485.32万元
从汽车供应链到机器人量产伙伴：特斯拉为何优先审厂中国零部件企业
同花顺 · 09-28
从汽车供应链到机器人量产伙伴：特斯拉为何优先审厂中国零部件企业
港股三大指数早盘涨跌不一 恒生指数半日涨0.64% 网易（09999）涨4.42%
金吾财讯 · 09-28
港股三大指数早盘涨跌不一 恒生指数半日涨0.64% 网易（09999）涨4.42%
均胜电子盘初涨超8% 公司定位为“汽车+机器人Tier1”
金融界 · 09-28
均胜电子盘初涨超8% 公司定位为“汽车+机器人Tier1”
港股异动 | 均胜电子(00699)涨超8% 特斯拉机器人量产提速 公司定位为“汽车+机器人Tier1”
智通财经 · 09-28
港股异动 | 均胜电子(00699)涨超8% 特斯拉机器人量产提速 公司定位为“汽车+机器人Tier1”
这家汽零龙头智驾业务逐步迈入规模化量产，AIDC等新业务有望打开长期成长空间
同花顺 · 09-28
这家汽零龙头智驾业务逐步迈入规模化量产，AIDC等新业务有望打开长期成长空间
特斯拉团队长三角审厂背后：Optimus机器人量产“箭在弦上”？
中国经营网 · 09-26
特斯拉团队长三角审厂背后：Optimus机器人量产“箭在弦上”？
海量财经丨特斯拉来审厂，国产机器人的供应商在准备什么？
海报新闻 · 09-24
海量财经丨特斯拉来审厂，国产机器人的供应商在准备什么？
异动快报：均胜电子（600699）9月24日10点36分触及涨停板
证券之星 · 09-24
异动快报：均胜电子（600699）9月24日10点36分触及涨停板
均胜电子盘中涨逾9% 控制器等产品已为头部机器人公司量产供货
新浪港股 · 09-24
均胜电子盘中涨逾9% 控制器等产品已为头部机器人公司量产供货
光通信板块局部走高 均胜电子（00699）涨6.39%、中际旭创（03308）涨1.26%
金吾财讯 · 09-24
光通信板块局部走高 均胜电子（00699）涨6.39%、中际旭创（03308）涨1.26%
均胜电子（600699）9月23日主力资金净买入1.82亿元
证券之星 · 09-24
均胜电子（600699）9月23日主力资金净买入1.82亿元
港股异动 | 均胜电子(00699)涨超5% Optimus机器人业务启动量产审厂 花旗料其将为公司带来纯利敞口
智通财经 · 09-23
港股异动 | 均胜电子(00699)涨超5% Optimus机器人业务启动量产审厂 花旗料其将为公司带来纯利敞口
从软件定义到AI定义：均胜电子打造智能时代的AI基础设施
同花顺 · 09-22
从软件定义到AI定义：均胜电子打造智能时代的AI基础设施
特斯拉长三角审厂！人形机器人量产再进一步 融资客超亿元抢筹这6股(名单)
中金财经 · 09-22
特斯拉长三角审厂！人形机器人量产再进一步 融资客超亿元抢筹这6股(名单)
特斯拉人形机器人量产在即，中国产业链公司迎合作新机遇
智通财经 · 09-22
特斯拉人形机器人量产在即，中国产业链公司迎合作新机遇
从软件定义到AI定义：均胜电子打造智能时代的AI基础设施
同花顺 · 09-21
从软件定义到AI定义：均胜电子打造智能时代的AI基础设施
产业链人士：特斯拉机器人团队在长三角审厂，多家企业已获订单
格隆汇 · 09-21
产业链人士：特斯拉机器人团队在长三角审厂，多家企业已获订单
均胜电子午后涨逾9% 公司具身智能业务正加速商业化落地
新浪港股 · 09-17
均胜电子午后涨逾9% 公司具身智能业务正加速商业化落地
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公司概况
公司名称：
宁波均胜电子股份有限公司
所属行业：
汽车制造业
上市日期：
1993-12-06
主营业务：
宁波均胜电子股份有限公司的主营业务是研发、生产和销售汽车零配件。公司的主要产品是汽车安全系统、汽车电子系统。根据《美国汽车新闻》发布的2026年全球汽车零部件供应商百强榜，公司位列全球第29名，较2025年提升8名，全球行业领先地位进一步巩固。
发行价格：
3.20
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14:14","pubTimestamp":1790748883,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，均胜电子午后涨超4%。截至发稿，涨3.69%，报12.38港元，成交额8172.69万港元。消息面上，市场传闻特斯拉已启动新一轮机器人业务量产审厂。花旗认为，审核及即将到来的产能提升对中国Optimus供应商属正面，并可能在机器人主题自5月底估值向下重评后提振投资者情绪。花旗估计，特斯拉Optimus对均胜电子的2027年纯利敞口约为5%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1502559.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4585","LU0316494557.USD","LU1232071149.USD","LU1145028129.USD","BK4548","LU1674673691.USD","BK4598","LU2471134523.USD","LU0820562030.AUD","LU0198837287.USD","HK0000914660.USD","SMOG","LU2403377893.USD","BK4588","LU2420271590.USD","TSLG","LU0323591593.USD","07766","LU2360106780.USD","LU2357305700.SGD","LU0345770308.USD","BK4550","IE00B1BXHZ80.USD","LU2168564065.EUR","LU2213496289.HKD","SG9999015952.SGD","LU1551013342.USD","LU1861220033.SGD","LU0234572021.USD","LU2326559502.SGD","LU1674673428.USD","LU0109391861.USD","LU2756315318.SGD","LU0097036916.USD","LU0708995401.HKD","TSLY","SG9999015978.USD","TSLL","LU1548497426.USD","LU0466842654.USD","LU1429558221.USD","LU0210536198.USD","LU2750360997.AUD","LU2063271972.USD","TSLO","LU0943347566.SGD","LU2290526834.HKD","IE00BJLML261.HKD","LU2250418816.HKD","LU2471134796.USD","TSLI","STSLAmain","CRSH","LU1778281490.HKD","TESC","LU2023250330.USD","LU1629891620.HKD","LU2360107168.USD","LU2168564222.USD","LU0823411888.USD","LU0964807845.USD","IE00B19Z9505.USD","LU2471134879.HKD","BK4574","LU0345770993.USD","LU0053666078.USD","LU1267930730.SGD","BK4592","00699","SG9999015986.USD","TSLZ","LIT","IE00B1XK9C88.USD","LU1066051498.USD","07366","LU2236285917.USD","LU0672654240.SGD","LU1366192091.USD","TLA","TSII","BK4543","TSLT","LU1914381329.SGD","LU1435385759.SGD","600699","FDRV","LU0082616367.USD","LU1066051811.HKD","TSLQ","LU0056508442.USD","LU1861559042.SGD","LU1066051225.USD","WATS","LU1720051017.SGD","LU0823414478.USD","TSLR","IE00B19Z8W00.USD","LU0719512351.SGD","LU2168563687.JPY","LU2896262040.SGD","LU1852331112.SGD","BK4099","09766","LU2168564149.EUR","BK4612","IE0034235303.USD","BK4604","LU1861215975.USD","LU2417539215.USD","LU2756315664.SGD","LU1839511570.USD","LU0133085943.USD","IE00BK4W5L77.USD","LU1066053197.SGD","LU0689472784.USD","TSLA","ELOL","TSLP","BK4551","IDRV","BK4516","LU1551013425.SGD","LU0077335932.USD","LU2602419157.SGD","LU2168564495.EUR","TSDD","LU0345769631.USD","TSLW","BK1144","BK4555","TSYY","BK4527","IE00B19Z8X17.USD","LU2087621335.USD","LU0320765059.SGD","BK4534","IE00BWXC8680.SGD","WANT","09366","LU1720051108.HKD","LU0348723411.USD","BK4511","IE00BSNM7G36.USD","TSLS","TEST","LU0234570918.USD","LU0820561909.HKD","BK4581","TSL","TESL","LU2249611893.SGD","LU1861558580.USD","IE00BK4W5M84.HKD","LU2456880835.USD","LU2750360641.GBP","LU2462157665.USD","LU0820561818.USD","LU2471134952.CNY","SG9999015945.SGD","HK0000914686.HKD","BK4533","LU0345769128.USD","LU2108987350.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671175225","title":"均胜电子（600699）9月29日主力资金净卖出485.32万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2671175225","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671175225?lang=zh_cn&edition=full","pubTime":"2026-09-30 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16:38","pubTimestamp":1790584680,"startTime":"0","endTime":"0","summary":"花旗看好中国机器人供应链，市场关注点很快落到了特斯拉Optimus身上。近日，多家媒体报道，特斯拉机器人团队正在中国长三角地区推进新一轮供应链审厂，宁波产业链人士向媒体确认，拓普集团 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恒生指数半日涨0.64% 网易（09999）涨4.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2670228562","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670228562?lang=zh_cn&edition=full","pubTime":"2026-09-28 12:15","pubTimestamp":1790568904,"startTime":"0","endTime":"0","summary":"金吾财讯 | 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公司定位为“汽车+机器人Tier1”","url":"https://stock-news.laohu8.com/highlight/detail?id=2670400479","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670400479?lang=zh_cn&edition=full","pubTime":"2026-09-28 10:07","pubTimestamp":1790561249,"startTime":"0","endTime":"0","summary":"均胜电子（00699）盘初涨超8%，截至目前，股价上涨5.15%，现报12.87港元，成交额5764.68万港元。国信证券研报指出，均胜电子定位为“汽车+机器人Tier1”，积极布局新兴智能体产业链，打造第二增长曲线。今年7月17日，均胜电子亮相“2026世界人工智能大会（WAIC）”，发布灵巧手、固液混合电池、第三代AI头部总成、电子皮肤和具身智能体大脑等多个核心部件总成方案，以及机器人工业场景训练与应用最新成果。均胜电子还宣布，具身智能业务正加速商业化落地，控制器等产品已为头部机器人公司量产供货。\n\n港股频道更多独家策划、专家专栏，免费查阅>>\n\n 责任编辑：栎树","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2026/09/28100758562875.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["PBOT","00699","BK0188","BK0264","BK1144","600699","BK0028","BK0076","KOMP","ROBO","BK0061","BK0196","BK0214","BK0187","BK0130","BK0065"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670077774","title":"港股异动 | 均胜电子(00699)涨超8% 特斯拉机器人量产提速 公司定位为“汽车+机器人Tier1”","url":"https://stock-news.laohu8.com/highlight/detail?id=2670077774","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670077774?lang=zh_cn&edition=full","pubTime":"2026-09-28 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03:49","pubTimestamp":1790365759,"startTime":"0","endTime":"0","summary":"备受市场关注的特斯拉Optimus机器人，当下或已进入量产前的关键时刻。公开信息显示，日前，特斯拉机器人相关团队此前已经在上海、杭州、宁波等长三角区域进行开启审厂工作，如有媒体报道称，特斯拉机器人团队在9月16日落地宁波，9月17日开启新一轮针对旗下机器人业务的量产审厂。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609263884351939.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609263884351939.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2108987350.USD","IE0034235303.USD","SMOG","IE00B1BXHZ80.USD","LU0823414478.USD","IDRV","TSLP","LU0345770993.USD","LU2023250330.USD","07766","ELOL","LU1939255532.USD","LU2471134796.USD","LU1267930730.SGD","07366","IE00BK4W5L77.USD","LU2360107168.USD","TLA","LU0466842654.USD","TSLZ","LU2328871848.SGD","LU0082616367.USD","LU0348723411.USD","LU2580892789.USD","LU1548497426.USD","LU2148510915.USD","LU2168564222.USD","LU2168564495.EUR","LU0234570918.USD","LU0053666078.USD","LU0097036916.USD","LU2462157665.USD","BK0259","LU2471134523.USD","LU0109391861.USD","BK4516","LU2290526834.HKD","LU1861559042.SGD","LU1366192091.USD","LU1551013342.USD","LU0719512351.SGD","BK4551","WANT","LU0943347566.SGD","LU1778281490.HKD","BK0197","600699","IE00BWXC8680.SGD","TESL","LU2087621335.USD","LU2471134879.HKD","LU1674673428.USD","LU2357305700.SGD","LU2602419157.SGD","WATS","LU1232071149.USD","002050","BK0130","LU0320765059.SGD","LU1435385759.SGD","LU0077335932.USD","LU2896262040.SGD","BK0264","TSII","LU1429558221.USD","LU1720051108.HKD","LU1064130708.USD","BK0214","LU1064131003.USD","BK4555","LU2750360641.GBP","LU0708995401.HKD","LU0820561909.HKD","BK0065","BK0185","BK0070","LU1066053197.SGD","TEST","BK4585","TESC","LU2756315318.SGD","SG9999015945.SGD","BK4533","LU0210536198.USD","LU1861220033.SGD","LU2750360997.AUD","LU0820562030.AUD","SGXZ49509284.SGD","IE00B1XK9C88.USD","TSLR","BK4534","BK0196","IE00BK4W5M84.HKD","LU1655091616.SGD","FDRV","BK4548","LU1629891620.HKD","LU1145028129.USD","SG9999015952.SGD","LU2168563687.JPY","LU1861558580.USD","00699","LU0198837287.USD","02050","LU2249611893.SGD","LU2326559502.SGD","LU0359202008.SGD","09766","09366","TSLL","LU1328615791.USD","LU1969619763.USD","LU0345770308.USD","LU0359201612.USD","LU2298064838.USD","LU0689472784.USD","TSDD","LIT","IE00BJLML261.HKD","BK4543","BK4592","LU0823411888.USD","LU1551013425.SGD","LU1023057109.AUD","IE00B19Z9505.USD","SG9999015986.USD","BK0061","LU2580892862.HKD","LU1861215975.USD","BK0187","IE00BSNM7G36.USD","IE00B19Z8X17.USD","BK4604","601689","LU2213496289.HKD","LU0323591593.USD","LU0234572021.USD","BK4588","HK0000914686.HKD","BK4612","BK4598","TSLW","LU0820561818.USD","BK4511","BK0188","LU1914381329.SGD","LU0133085943.USD","TSLG","HK0000914660.USD","TSLT","LU0316494557.USD","STSLAmain","LU1674673691.USD","LU2456880835.USD","TSL","BK0076","LU0345769631.USD","TSLI","LU2063271972.USD","TSLQ","LU2238339852.HKD","LU2403377893.USD","LU1066051811.HKD","LU2250418816.HKD","BK4527","LU2360106780.USD","LU1720051017.SGD","TSLA","LU2471134952.CNY","LU2168564149.EUR","IE00B19Z8W00.USD","LU0964807845.USD","TSLY","LU1839511570.USD","LU0056508442.USD","BK4099","SG9999015978.USD","LU2756315664.SGD","TSLO","LU2420271590.USD","LU1066051498.USD","BK0028","LU2236285917.USD","TSYY","LU1066051225.USD","LU2417539215.USD","LU2168564065.EUR","BK4550","LU1852331112.SGD","BK4581","TSLS","CRSH","LU0672654240.SGD","SGXZ81163826.USD","BK4574","LU0345769128.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669224456","title":"海量财经丨特斯拉来审厂，国产机器人的供应商在准备什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2669224456","media":"海报新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669224456?lang=zh_cn&edition=full","pubTime":"2026-09-24 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涨6.39%，京信通信涨5.16%，海光芯正涨2.15%，中际旭创涨1.26%。消息面上，公开资料显示，野村在光通信电芯片专家电话会纪要中指出，2026年1.6TDSP需求预计超过2000万颗，但实际出货量仅为1600万至1700万颗，缺口约300万至400万颗。2027年供需矛盾进一步扩大——需求将攀升至6000万至7000万颗，而供给仅能达到4000万至5000万颗，缺口规模扩大至逾2000万颗。同时，专家明确指出，产能的显著释放要等到2027年下半年。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992388","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03308","LU0456827905.SGD","LU1023057109.AUD","BK1506","LU1934453819.USD","IE00B12V2V27.USD","IE00BYQNZ168.SGD","BK0070","LU2580892862.HKD","01191","LU0634319403.HKD","LU1808992512.USD","LU0348735423.USD","BK0077","LU0417516738.SGD","LU0164939612.USD","LU0417516902.SGD","LU0164865239.USD","LU1979443071.USD","LUMA","LU0052750758.USD","00699","LU1303224171.USD","LU0572944931.SGD","LU0348827113.USD","LU0320764599.SGD","LU2213484517.USD","BK0076","LYTE","LU1064131003.USD","LU1720050803.USD","BK1147","LU2399975544.HKD","LU1206782309.USD","SIXG","02342","BK1537","LU0359202008.SGD","LU0082770016.USD","LU1997245094.SGD","LU2495084118.USD","LU1820825898.SGD","91530","300308","600699","BK0061","BK0214","LU2177674079.SGD","SGXZ81163826.USD","FOTO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669843200","title":"均胜电子（600699）9月23日主力资金净买入1.82亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2669843200","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669843200?lang=zh_cn&edition=full","pubTime":"2026-09-24 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14:33","pubTimestamp":1790145193,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，均胜电子涨超5%，截至发稿，涨2.87%，报6.085港元，成交额3359.55万港元。据称此轮审厂将实质导向机器人Optimus的量产，已向供应链企业下达相关订单。均胜电子方面表示，因有保密性要求，涉及下游客户的情况不方便回应。花旗估计，特斯拉Optimus对均胜电子的2027年纯利敞口约为5%。据悉，均胜电子2026年集中发布灵巧手等机器人核心部件和系统方案。其中，具身智能体大脑解决方案EAOS+EAPC，成为均胜电子本轮机器人业务布局中的核心看点。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1499767.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0065","LU1244550221.USD","TFNS","BK0264","LU1162221912.USD","IYF","BK0130","BK4566","VXUS","LU0477156953.USD","LU0648001328.SGD","LU2456880835.USD","BK0188","BK4207","LU0310800965.SGD","KOMP","LU0052756011.USD","KCAI","LU1506573853.SGD","LU2125154778.USD","LU0130517989.USD","BK0061","BK0028","BK0076","LU0203345920.USD","IE00BSNM7G36.USD","LU0072461881.USD","BK4534","LU0106831901.USD","BK0214","BK4588","LU2125154935.USD","600699","LU1668664300.SGD","FTXO","BK0187","LU0314106906.USD","LU1366192091.USD","LU0170899867.USD","00699","LU0098860793.USD","LU0128525689.USD","LU2417539215.USD","LU1244550494.USD","LU2462157665.USD","PBOT","BK1144","ROBO","BK0196","LU1074936037.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669211695","title":"从软件定义到AI定义：均胜电子打造智能时代的AI基础设施","url":"https://stock-news.laohu8.com/highlight/detail?id=2669211695","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669211695?lang=zh_cn&edition=full","pubTime":"2026-09-22 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