格隆汇10月22日｜北京君正(300223.SZ)今日盘中一度跌4.6%至82.4元，股价创9月30日以来约3周新低。北京君正公告称，公司股东北京屹唐盛芯半导体产业 投资中心(有限合伙)于2025年9月16日至2025年10月20日，通过集中竞价方式减持公司股份482.5441万股，减持比例为1.000007%。(格隆汇) ...

据统计，10月21日，盘后暂无A股上市公司披露增持情况。包括博纳影业、力合微、拓山重工、捷强装 备、怡亚通、通源环境、北京君正、科威尔、特发服务、翔港科技、华翔股份、中电港在内的12家A股 上市公司披露减持情况。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ MACD金叉信号形成，这些股涨势不错！ | 1 | 博纳影业 | 东阳阿里持股比例降至5%以下 | | --- | --- | --- | | 2 | 力合微 | 股东力合科创拟减持不超3%公司股份 | | 3 | 捷克装备 | 股东乔顺昌计划减持不超1%股份 | | র | | 控股股东、实际控制人徐杨顺计划减持不超过2.82%股份 | | 5 | 怡师通 | 股东恰亚通控股计划减持不超1%公司股份 | | 6 | 通源环境 | 股东源通投资拟减持不超3%公司股份 | | 7 | 北京君正 | 屹唐盛芯半导体9月16日至10月20日减持482.54万股 | | 8 | 科威尔 | 董事徐文计划减持不超0.0039%股份 | | g | 特发服务 | 股东龙信建设、嘉兴创泽拟合计减持不超2%公司股份 | | 10 | 翔港科技 ...

证券代码：300223 证券简称：北京君正 公告编号：2025-062 北京君正集成电路股份有限公司 的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 | 1.基本情况 | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | 北京屹唐盛芯半导体产业投资中心（有限合伙） | | | | | | | | | | | | | | | | 住所 | 北京市北京经济技术开发区景园北街 | 号 | 幢 | 室 | 2 | 52 | 309 | | | | | | | | | | 权益变动时间 | 年 | 月 | 日到 | 年 | 月 | 日 | 2025 | 9 | 16 | 2025 | 10 | 20 | 北京屹唐盛芯半导体产业投资中心（有限合伙）根据自身经营 | | | | 安排，于 | 年 | 月 | 日至 ...

Core Viewpoint - The GPU index experienced a strong rally, with a daily increase of 2.01% on October 21 [1] Company Performance - Beijing Junzheng saw an increase of 3.85% [1] - Tongfu Microelectronics rose by 3.49% [1] - SMIC (Semiconductor Manufacturing International Corporation) increased by 3.27% [1] - Chipone Technology gained 3.03% [1] - Changdian Technology experienced a rise of 2.02% [1]

Group 1 - A-shares indices collectively rose on October 21, with the Shanghai Composite Index increasing by 0.56%, driven by gains in energy equipment, heavy machinery, and precious metals sectors [1] - Chip technology stocks showed strong fluctuations, with the Chip ETF (159995) rising by 1.10% and notable increases in component stocks such as Zhaoyi Innovation (up 5.11%), Wente Technology (up 4.91%), and Beijing Junzheng (up 3.04%) [1] Group 2 - Due to U.S. export controls, NVIDIA's CEO confirmed a complete exit from the advanced AI chip market in China, resulting in a market share drop from 95% to zero, which is expected to facilitate the rise of Chinese manufacturers like Huawei and lead to a split in the global AI ecosystem [3] - According to招商证券, the evolution of global trade patterns has elevated the importance of self-sufficiency in the semiconductor industry as a key strategic focus for China's industrial development, with ongoing government support for this sector [3] - The AI innovation cycle, combined with tariff implications, is expected to strengthen the outlook for self-sufficiency, marking the beginning of a new upward cycle for the semiconductor industry [3] - The Chip ETF (159995) tracks the Guozheng Chip Index, which includes 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, such as SMIC, Cambrian, Changdian Technology, and Northern Huachuang [3]

人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括中际旭创、新易盛、寒武纪-U、中科曙光、科大讯飞、豪威集团、海康威视、 澜起科技、金山办公、紫光股份等国内科技龙头。 （文章来源：每日经济新闻） A股三大指数集体高开，创业板指涨幅扩大至1.8%。板块方面，可燃冰、培育钻石、存储芯片等板块领 涨。截至9:55，人工智能AIETF（515070）涨1.45%，持仓股中际旭创涨5.23%，均胜电子、北京君正、 恒玄科技、新易盛、澜起科技等持仓股纷纷上涨。 消息面上，宇树科技于10月20日正式发布新一代全尺寸仿生人形机器人Unitree H2。该机器人身高180厘 米，体重70公斤，其核心突破在于全身自由度（关节数量）从前代H1的19个大幅提升至31个，增幅达 63%，主要新增关节集中于上肢与躯干，显著增强了其动作的灵活性与精细度。宇树科技创始人王兴兴 表示，H2的发布标志着人形机器人正从"能动的机器"向"能用的伙伴"转型，其设计目标是"为安全和 ...

创业板人工智能ETF华夏（159381）业绩比较基准为创业板人工智能指数收益率，管理人为华夏基金管 理有限公司，基金经理为单宽之，成立（2025-03-14）以来回报为52.12%，近一个月回报为-7.61%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 来源：新浪基金∞工作室 10月21日，创业板人工智能ETF华夏（159381）开盘涨0.39%，报1.529元。创业板人工智能ETF华夏 （159381）重仓股方面，中际旭创开盘涨1.74%，新易盛涨0.23%，天孚通信涨0.47%，软通动力涨 0.18%，润泽科技涨0.20%，全志科技涨0.62%，景嘉微跌0.63%，深信服涨1.04%，北京君正涨0.76%， 网宿科技涨0.36%。 ...

Market Overview - The A-share market experienced fluctuations last week, with the margin balance reaching 24,293.85 billion yuan as of October 17, marking a decrease of 12.82 billion yuan in financing balance over the week [1] - On October 16, both the margin balance and financing balance hit historical highs [1] Financing Balance Changes - During the last week, the financing balance increased on four days: October 13 (+2.24 billion yuan), October 14 (+2.34 billion yuan), October 15 (+2.31 billion yuan), and October 16 (+7.59 billion yuan), while it decreased significantly on October 17 (-27.30 billion yuan) [1] - Out of 31 industries, 13 saw an increase in financing balance, with the non-ferrous metals, basic chemicals, and defense industries leading in net buying amounts of 6.15 billion yuan, 1.29 billion yuan, and 0.85 billion yuan respectively [1][3] Industry Performance - The industries with the largest net selling amounts included electronics (-7.05 billion yuan), communications (-5.03 billion yuan), and electric power equipment (-2.87 billion yuan) [1][3] - The detailed financing balance for selected industries shows significant variations, with the non-ferrous metals industry having a total margin balance of 120.71 billion yuan and a financing balance of 120.09 billion yuan [3] Individual Stock Activity - A total of 104 stocks saw an increase in financing amounts exceeding 1 billion yuan, with the top ten stocks being Zijin Mining, Zhongjin Gold, and Beijing Junzheng, among others [4] - The largest net buying stock was Zijin Mining with a net purchase of 1.58 billion yuan, despite a price drop of 2.27% [5] - The stock with the highest increase in price was Antai Technology, which rose over 19% [4]

Group 1 - As of October 17, the total market financing balance is 2.41 trillion yuan, a decrease of 273.03 billion yuan from the previous trading day [1] - The financing balance for the Shanghai Stock Exchange is 1.22 trillion yuan, down by 137.33 billion yuan, while the Shenzhen Stock Exchange's balance is 1.18 trillion yuan, decreasing by 134.61 billion yuan [1] - A total of 1,373 stocks received net financing purchases on October 17, with 277 stocks having net purchases exceeding 10 million yuan, and 14 stocks exceeding 100 million yuan [1] Group 2 - The stock with the highest net financing purchase on October 17 is Zhongji Xuchuang, with a net purchase amount of 1.38 billion yuan [2] - Other notable stocks include Zijin Mining and Sanhua Intelligent Control, with net purchases of 370 million yuan and 269 million yuan, respectively [2] - Industries with significant net purchases include basic chemicals, electronics, and communications, with three stocks from each of the first two industries and two from communications [1][2] Group 3 - The average ratio of financing balance to circulating market value for stocks with large net purchases is 4.36% [2] - Beijing Junzheng has the highest financing balance to market value ratio at 10.77%, followed by Guangqi Technology and Boyuan Shares at 8.42% and 7.11%, respectively [2] - The top net purchase stocks include Zhongji Xuchuang, Zijin Mining, and Sanhua Intelligent Control, with respective price changes of 1.81%, -0.98%, and 0.93% on October 17 [2][3]

截至发稿，罗文杰累计任职时间12年182天，现任基金资产总规模1389.99亿元，任职期间最佳基金回报 150%， 任职期间最差基金回报-47.6%。 10月17日，北京君正跌5.02%，截至发稿，报85.52元/股，成交20.18亿元，换手率5.47%，总市值412.67 亿元。 资料显示，北京君正集成电路股份有限公司位于北京市海淀区西北旺东路10号院东区14号楼A座一至三 层,香港铜锣湾勿地臣街1号时代广场2座31楼，成立日期2005年7月15日，上市日期2011年5月31日，公 司主营业务涉及微处理器芯片、智能视频芯片等ASIC芯片产品及整体解决方案的研发与销售;存储芯片 和模拟芯片的研发和销售。主营业务收入构成为：存储芯片61.56%，计算芯片26.87%，模拟与互联芯 片10.84%，其他0.53%，其他(补充)0.21%。 从北京君正十大流通股东角度 数据显示，南方基金旗下1只基金位居北京君正十大流通股东。南方中证500ETF（510500）二季度新进 十大流通股东，持有股数502.32万股，占流通股的比例为1.19%。根据测算，今日浮亏损失约2270.51万 元。 南方中证500ETF（5105 ...