1. Core Links: Hardware Manufacturing and Control Systems
1. Jinbaize (301041): Core Supplier of Neural Central Hardware
Technical Positioning: Jointly established Baifu IoT (holding 70%) with Foxconn, responsible for the R&D and manufacturing of NVIDIA’s humanoid robot “Neural Central” (control module) and “Hardcore Base” (high-reliability PCB). Its IPDM integrated design service supports multi-joint collaborative control, meeting the real-time data processing needs of robots.
Depth of Cooperation: Provides customized carrier boards for the NVIDIA Jetson AGX Xavier platform, applied in edge AI computing scenarios; the industrial internet platform “Yinglong Xiaozhan” achieves a design-manufacturing closed loop, shortening the hardware development cycle by 30%.
Commercial Progress: In H1 2025, PCB orders for robots increased by 200% year-on-year, indirectly supporting the NVIDIA GB200 server supply chain.
2. Tianzhun Technology (688003): Leader in Robot “Brain” Controllers
Technical Barriers: NVIDIA Jetson Elite Partner (the only dual-platform authorization in China), self-developed Star Intelligence 001 controller (computing power of 275 TOPS), supports large model operation on the edge, suitable for real-time decision-making in humanoid robots.
Order Implementation: In April 2025, received a multi-million order from a leading humanoid robot company, with a controller unit price of 20,000-50,000 yuan, accounting for 15% of the BOM cost of the Zhiyuan robot mass production model.
Ecological Collaboration: Provides a full-stack solution from hardware, underlying software to AI toolchain, shortening customer R&D cycles by 50%.
