Group 1 - The core viewpoint of the news is that Beijing Junzheng has shown a positive stock performance with a year-to-date increase of 6.87% and a market capitalization of 35.119 billion yuan as of September 5 [1] - As of August 20, the number of shareholders for Beijing Junzheng increased to 93,400, reflecting a rise of 5.68% [2] - For the first half of 2025, Beijing Junzheng reported a revenue of 2.249 billion yuan, representing a year-on-year growth of 6.75%, and a net profit attributable to shareholders of 203 million yuan, up by 2.85% [2] Group 2 - The company has distributed a total of 439 million yuan in dividends since its A-share listing, with 183 million yuan distributed over the past three years [3] - As of June 30, 2025, major institutional shareholders include E Fund's ChiNext ETF, which increased its holdings by 156,000 shares, and Hong Kong Central Clearing Limited, which reduced its holdings by 169,530 shares [3] - The company operates in the semiconductor industry, focusing on microprocessor chips, smart video chips, and other ASIC chip products, with a presence in various concept sectors such as ultra-high definition and smart home [1]

个股方面，9月4日有1812只个股获融资净买入，净买入金额在3000万元以上的有128股。其中，26股获 融资净买入额超1亿元。江淮汽车获融资净买入额居首，净买入3.84亿元；融资净买入金额居前的还有 宁波华翔、中际旭创、上能电气、立讯精密、长飞光纤、紫光股份、北京君正等股，净买入金额均超2 亿元。 （文章来源：证券时报网） Wind统计显示，9月4日，申万31个一级行业中有11个行业获融资净买入，其中，电力设备行业获融资 净买入额居首，当日净买入11.44亿元；获融资净买入居前的行业还有汽车、交通运输、家用电器、医 药生物、非银金融等，净买入金额均超2亿元。 ...

截至9月4日，上交所融资余额报11528.73亿元，较前一交易日减少45.6亿元；深交所融资余额报 11039.73亿元，较前一交易日减少51.56亿元；两市合计22568.46亿元，较前一交易日减少97.16亿元。 昨日A股收跌-1.25%，报3765.88点。沪深京三市成交额升至2.58万亿元，环比增长1861亿元。 杠杆资金青睐转债标的、钠离子电池、固态电池、超清视频、独角兽相关方向。 融资净卖出前十的股票分别为：寒武纪（-16.26亿元）、胜宏科技（-7.15亿元）、新易盛（-5.81亿 元）、天孚通信（-5.34亿元）、岩山科技（-4.24亿元）、万通发展（-4.14亿元）、卧龙电驱（-4.04亿 元）、中芯国际（-4.03亿元）、工业富联（-3.52亿元）、江海股份（-3.13亿元）。 责任编辑：栎树 个股方面，融资净买入前十的股票分别为：江淮汽车（3.84亿元）、宁波华翔（3.74亿元）、中际旭创 （3.02亿元）、上能电气（2.79亿元）、立讯精密（2.61亿元）、长飞光纤（2.18亿元）、紫光股份 （2.17亿元）、科创50（2.09亿元）、北京君正（2.05亿元）、福莱特（1.88亿元）。 ...

Group 1 - Beijing Junzheng's stock price decreased by 5.09%, trading at 71.23 CNY per share, with a total transaction volume of 1.432 billion CNY and a turnover rate of 4.65%, resulting in a total market capitalization of 34.371 billion CNY [1] - Beijing Junzheng Integrated Circuit Co., Ltd. specializes in the research and sales of microprocessor chips, smart video chips, storage chips, and analog chips, providing overall solutions [1] Group 2 - Tibet Dongcai Fund holds a significant position in Beijing Junzheng, with the Dongcai Huixin Preferred Mixed Fund A (019113) owning 6,500 shares, accounting for 4.93% of the fund's net value, ranking as the seventh largest holding [2] - The Dongcai Huixin Preferred Mixed Fund A was established on October 31, 2023, with a latest scale of 8.8871 million CNY, and has recorded a year-to-date return of 0.61% [2] - The fund manager, Luo Shen, has a tenure of 205 days, with the fund's total assets amounting to 30.0017 million CNY, achieving a best return of 8.45% and a worst return of -13.19% during the tenure [2]

事件2025 上半年，公司实现营业收入22.49 亿元，同比增加6.75%；利润总额达到2.28 亿元，同比增加 3.39%；实现归母净利润2.03 亿元，同比增加2.85%。2025Q2，公司实现营业收入11.89 亿元，同比增加 8.10%；实现归母净利润1.29 亿元，同比增加17.22%。业绩符合预期。 多业务营收稳健增长，产品结构优化成效显著。公司2025 年上半年各主要产品营收实现增长，产品结 构也在不断优化调整，分业务来看，存储芯片实现营业收入13.84 亿元，同比增长5.20%，营收占比达 61.56%；模拟与互联芯片实现营业收入2.44 亿元，同比增长5.02%，营收占比达10.84%；其他业务实现 营业收入1189.09 万元，同比增长2543.51%，营收占比达0.53%。计算芯片营收为6.04 亿元，同比增长 15.59%。计算芯片受益于消费类市场需求增长和产品优势，保持较好同比增长。 盈利能力有波动，费用管控有成效。在毛利率方面， 25H1 公司整体毛利率为35.54%，同比下降 2.03pct；25Q2 毛利率为34.76%，同比下降2.91pct，季度环比下降1.64pct。分产 ...

中国银河（601881）证券股份有限公司高峰,王子路近期对北京君正（300223）进行研究并发布了研究报 告《业绩符合预期，持续布局AI存储+计算赛道》，给予北京君正买入评级。 北京君正 核心观点 事件2025上半年，公司实现营业收入22.49亿元，同比增加6.75%；利润总额达到2.28亿元，同比增加 3.39%；实现归母净利润2.03亿元，同比增加2.85%。2025Q2，公司实现营业收入11.89亿元，同比增加 8.10%；实现归母净利润1.29亿元，同比增加17.22%。业绩符合预期。 布局AI存储+计算芯片赛道，多产品线驱动业务增长。公司专注于集成电路设计领域，坚持"计算+存储 +模拟"的产品战略和"内外循环双轮驱动"的市场战略，存储芯片主要产品有高集成密度、高性能品质、高 经济价值的SRAM、DRAM、Flash等，主要面向汽车、工业、医疗等行业市场；模拟与互联芯片产品线包 括各类LED驱动、DC/DC、GreenPHY、以及G.vn、LIN、CAN等芯片产品，可面向汽车、工业、家居家 电及消费等领域提供多种型号的模拟芯片和互联芯片产品。面向行业市场丰富、齐全的产品品类。 投资建议：我们预计公司2 ...

Group 1 - The A-share market is experiencing a surge in sectors such as memory, AI computing power, and optical module CPO, with the ChiNext AI Index rising over 4% at one point, driven by stocks like Allwinner Technology and Dongtu Technology [1] - Alibaba's latest financial report reveals a record high capital expenditure of 38.6 billion yuan in Q2, with cloud revenue growth accelerating to 26% and AI-related product revenue achieving triple-digit year-on-year growth for eight consecutive quarters [1] - Guosheng Securities indicates that Alibaba has established a comprehensive AI technology capability, with ongoing global expansion of Alibaba Cloud's infrastructure and significant achievements in AI model innovation and applications [1] Group 2 - The domestic major players are accelerating their computing power expenditures, providing a significant catalyst for the industry chain [2] - The Huaxia AI ETF (159381) tracks the ChiNext AI Index and focuses on leading companies in the AI industry chain, capturing the AI theme market effectively, with a low comprehensive fee rate of 0.20% [2] - The tracked ChiNext AI Index has seen a cumulative increase of over 80% this year, significantly outperforming other similar AI indices [2]

Group 1 - A-share companies are increasingly planning to list in Hong Kong, indicating a trend in the market [1] - A total of 29 A-share listed companies have disclosed plans for Hong Kong listings this month [1] - Notable companies involved in this trend include Huaxin Cement, Shengbang Co., Dongcheng Pharmaceutical, and others [1]

瑞财经 王敏 8月25日，北京君正集成电路股份有限公司（以下简称"北京君正"）发布关于筹划发行H股股票并在香港 联合交易所有限公司上市的提示性公告。 为深化全球化战略布局，加快海外业务发展，提升公司国际化品牌形象，进一步提升公司核心竞争力，北京君正拟发 行境外上市外资股股票（H股）并在香港联合交易所有限公司主板挂牌上市。 北京君正同时宣布，拟聘请信永中和（香港）为公司境外上市的专项审计机构。 据悉，北京君正于2011年在深交所挂牌上市，截至8月27日收市，其总市值约366亿元。 北京君正成立于2005年，作为一家集成电路设计企业，主要从事集成电路芯片产品的研发与销售等业务，主要产品线 包括计算芯片、存储芯片、模拟与互联芯片等，产品被广泛应用于汽车电子、工业与医疗、通讯设备及消费电子等领 域。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 2,249, 112, 381, 32 | 2,106,849,614.13 | 6.75% | | 归属于上市公司股东的净利 | 203, 116, 326, 01 | 197,4 ...

Group 1 - Beijing Junzheng Integrated Circuit Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [3][4] - The company aims to accelerate overseas business development and improve its core competitiveness through this listing [3] - As of August 27, 2023, the total market capitalization of Beijing Junzheng is approximately 36.6 billion yuan [5] Group 2 - In the first half of 2025, the company achieved operating revenue of 2.249 billion yuan, a year-on-year increase of 6.75%, and a net profit attributable to shareholders of 203 million yuan, up 2.85% [5] - In 2024, the company reported operating revenue of 4.21 billion yuan, a year-on-year decrease of 7.03%, and a net profit of 366 million yuan, down 31.84% [5] - The company has 760 R&D personnel, accounting for 64.14% of the total workforce, with 95% of R&D staff holding graduate or undergraduate degrees [5] Group 3 - The actual controllers of the company are Liu Qiang and Li Jie, who are acting in concert, with Liu holding 8.40% and Li holding 3.89% of the shares [7] - In March 2023, a shareholder, Shaoxing Weihao, reduced its stake in the company to below 5%, thus no longer needing to disclose further reductions [7] - The reduction was due to the shareholder's own funding needs [7]