证券代码：300223 证券简称：北京君正 公告编号：2025-041 北京君正集成电路股份有限公司 关于变更独立财务顾问主办人的公告 近日，公司收到中德证券有限责任公司《关于更换北京君正集成电路股份有 限公司重大资产重组独立财务顾问主办人的说明函》，因工作变动，独立财务顾 问主办人管仁昊先生不再担任本次交易的主办人，为保证相关工作的有序进行， 自 2025 年 7 月 31 日起，中德证券有限责任公司指定郝国栋先生接替管仁昊先生 担任公司本次交易的独立财务顾问主办人，继续履行独立财务顾问主办人职责。 郝国栋先生简历附后。 本次独立财务顾问主办人变更后，中德证券有限责任公司委派的公司本次交 易的独立财务顾问主办人为姜海强先生、郝国栋先生。 特此公告。 北京君正集成电路股份有限公司 董事会 二○二五年七月三十一日 附：郝国栋先生简历 郝国栋先生，中德证券有限责任公司并购重组部主管，保荐代表人。主要 负责或参与的项目包括：北方铜业发行股份购买资产、甘咨询发行股份购买资 产、浩丰科技发行股份购买资产、京城股份非公开发行、海峡创新非公开发行、 广安爱众非公开发行、浩丰科技首次公开发行股票、热景生物首次公开发行股 票等 ...

A股早盘芯片股延续强势，存储方向领涨，东芯股份涨超10%，普冉股份、杭州柯林、兆易创新、北京 君正等涨幅靠前。 ...

关于全资子公司完成工商变更登记的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 北京君正集成电路股份有限公司（以下简称"公司"）全资子公司上海承裕 资产管理合伙企业（有限合伙）于近日完成了工商变更登记手续，并取得了上海 市嘉定区市场监督管理局换发的《营业执照》，变更后的《营业执照》登记的相 关信息如下： 证券代码：300223 证券简称：北京君正 公告编号：2025-040 北京君正集成电路股份有限公司 统一社会信用代码：91310114350937792Y 出资额：人民币 183408.0498 万元整 类型：有限合伙企业 执行事务合伙人：合肥君正科技有限公司（委派代表:张紧） 特此公告。 北京君正集成电路股份有限公司 名称：上海承裕资产管理合伙企业（有限合伙） 成立日期：2015 年 07 月 21 日 主要经营场所：上海市嘉定区嘉定镇博乐路 70 号 36 幢 4 层 J8082 室 经营范围：资产管理，投资管理，实业投资，投资咨询（除金融、证券）， 企业管理咨询，商务咨询。【依法须经批准的项目，经相关部门批准后方可开展 经营活动】 董事会 二○二 ...

Core Viewpoint - The artificial intelligence (AI) sector is experiencing positive momentum, with significant gains in the AI ETF and its constituent stocks, indicating strong investor interest and potential growth in the industry [1][3]. Group 1: Market Performance - As of July 24, 2025, the CSI Artificial Intelligence Industry Index (931071) rose by 0.64%, with notable increases in constituent stocks such as Beijing Junzheng (300223) up 3.43% and Tuobang Co. (002139) up 2.72% [1]. - The AI ETF (515980) closed up 0.45%, with a latest price of 1.11 yuan [1]. Group 2: Liquidity and Fund Flows - The AI ETF had a turnover rate of 4.78% and total trading volume of 153 million yuan on the day [3]. - Over the past three days, the AI ETF saw continuous net inflows, with a peak single-day net inflow of 36.66 million yuan, totaling 44.98 million yuan [3]. - The AI ETF's financing net purchase amount reached 3.645 million yuan, with a latest financing balance of 101 million yuan [3]. Group 3: Performance Metrics - The AI ETF's net value increased by 48.52% over the past year, ranking 434 out of 2936 index equity funds, placing it in the top 14.78% [3]. - Since its inception, the AI ETF achieved a maximum monthly return of 30.38% and an average monthly return of 6.80% [3]. - The AI ETF's Sharpe ratio for the past year was 1.35, indicating strong risk-adjusted returns [3]. Group 4: Fee Structure and Tracking Accuracy - The management fee for the AI ETF is 0.50%, and the custody fee is 0.10% [4]. - The tracking error for the AI ETF over the past month was 0.009%, demonstrating its close alignment with the underlying index [4]. Group 5: Index Composition - The CSI Artificial Intelligence Industry Index comprises 50 representative listed companies, with the top ten stocks accounting for 52.07% of the index [4]. - The top ten weighted stocks include Zhongji Xuchuang (300308) at 8.20% and Xinyi Sheng (300502) at 7.36% [6]. Group 6: Industry Outlook - The demand for computing power is driving growth in AI applications, with the return of H20 providing more options for AI companies and alleviating high-end chip shortages [6]. - This shift is expected to encourage domestic manufacturers to accelerate product iterations and support the trend towards self-sufficiency in the industry [6].

Core Viewpoint - Beijing Junzheng (300223.SZ) announced a plan for certain shareholders and executives to reduce their holdings, which may impact the company's stock performance and investor sentiment [1][2]. Shareholder Reduction Plan - Shareholders including Beijing Sihai Junxin Co., Ltd., and several executives plan to reduce a total of 2,630,000 shares, representing 0.5450% of the company's total share capital, between August 12, 2025, and November 11, 2025 [1]. - The breakdown of the planned reductions includes: - Beijing Sihai Junxin: 800,000 shares (0.1658%) - Li Jie: 800,000 shares (0.1658%) - Xian Yonghui: 600,000 shares (0.1243%) - Zhang Yanxiang: 180,000 shares (0.0373%) - Zhang Min: 250,000 shares (0.0518%) [1]. Current Shareholding Structure - As of the announcement date, the shareholding structure is as follows: - Beijing Sihai Junxin: 6,818,009 shares (1.41%) - Li Jie: 18,717,785 shares (3.88%) - Xian Yonghui: 9,936,359 shares (2.06%) - Zhang Yanxiang: 757,331 shares (0.16%) - Zhang Min: 1,351,363 shares (0.28%) [2]. Control and Impact on Company Operations - The reduction plan will be executed in a manner that ensures no change in the company's control and does not affect its ongoing operations [2]. - Li Jie and Liu Qiang are identified as concerted actors, ensuring that the reduction will not lead to a change in control [2]. Fundraising History - Beijing Junzheng raised a total of 2.807 billion RMB through two private placements in 2020 and 2021 [3][4]. - In 2020, the company raised approximately 1.5 billion RMB by issuing 18,181,818 shares at 82.50 RMB per share [3]. - In 2021, the company raised approximately 1.307 billion RMB by issuing 12,592,518 shares at 103.77 RMB per share, with a net amount received of approximately 1.281 billion RMB after fees [4]. Previous Share Reductions - Since July 12, 2023, Beijing Sihai Junxin has cumulatively reduced its holdings by 2.2729 million shares, realizing approximately 221 million RMB [4]. - Xian Yonghui has reduced his holdings by 1.3923 million shares since December 20, 2013, with total cashing out of approximately 112 million RMB [4].

北京君正（300223）公告，股东北京四海君芯有限公司计划减持80万股，占公司总股本比例0.1658%。 控股股东暨实际控制人之一、董事李杰计划减持80万股，占公司总股本比例0.1658%。董事兼副总经理 冼永辉计划减持60万股，占公司总股本比例0.1243%。董事张燕祥计划减持18万股，占公司总股本比例 0.0373%。副总经理兼董事会秘书张敏计划减持25万股，占公司总股本比例0.0518%。减持期间为2025 年8月12日至2025年11月11日，减持方式为集中竞价。 ...

部分股东及董事、高级管理人员减持股份预披露公告 公司股东北京四海君芯有限公司、控股股东暨实际控制人之一/董事李杰、 董事冼永辉、董事张燕祥、高级管理人员张敏保证向本公司提供的信息内容真实、 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。 特别提示： 证券代码：300223 证券简称：北京君正 公告编号：2025-039 北京君正集成电路股份有限公司 1、持有本公司股份 6,818,009 股（占本公司总股本比例 1.41%）的股东北京 四海君芯有限公司（以下简称"四海君芯"）计划在 2025 年 8 月 12 日至 2025 年 11 月 11 日的三个月内以集中竞价方式减持本公司股份 800,000 股（占本公司 总股本比例 0.1658%）； 2、持有本公司股份 18,717,785 股（占本公司总股本比例 3.88%）的控股股 东暨实际控制人之一、董事李杰计划在 2025 年 8 月 12 日至 2025 年 11 月 11 日 的三个月内以集中竞价方式减持本公司股份 800,000 股（占本公司总股本比例 0.1658%）； 3、持 ...

Investment Rating - The industry investment rating is "Positive (Maintain)" [5] Core Viewpoints - The niche DRAM market is undergoing a supply-demand reshaping, driven by AI and domestic substitution opportunities, indicating a sustained market outlook [3][22] - The niche DRAM market is not only a stock market but also a growth market, with the market size expected to grow from $8.5 billion in 2024 to $12.2 billion in 2026 [8][18] - The supply gap for DDR4 and LPDDR4 is expected to persist, benefiting Tier 2 suppliers like Zhaoyi Innovation [21][22] Summary by Sections Investment Recommendations and Targets - Recommended companies to focus on include Zhaoyi Innovation, Beijing Junzheng, Fudan Microelectronics, and others [3][22] Market Dynamics - The demand for DDR4 and LPDDR4 remains stable across various sectors, including consumer electronics, industrial, and automotive markets [8][12] - The contract prices for DDR4 are expected to continue rising, with projected increases of 38%-43% in the PC market and 40%-45% in the consumer market for Q3 [12][15] - NAND product prices have shown a consistent upward trend, with increases of 17.4% and 15.6% for specific NAND Flash products since June [9][12] Supply Chain Insights - Major manufacturers are exiting the DDR4 and LPDDR4 markets, leading to a supply shortage that is expected to drive prices up [21][22] - The ongoing production cuts by Micron are anticipated to exacerbate the LPDDR4 shortage, with price increases expected [12][17] Market Growth Projections - The niche DRAM market is projected to grow significantly, with AI applications driving demand for higher data processing and storage capabilities [18][19] - The overall market for niche DRAM is expected to see a substantial increase in demand due to advancements in technology and new application scenarios [18][19]

证券代码：300223 证券简称：北京君正 公告编号：2025-038 二○二五年七月十七日 | 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 2 号 52 幢 309 室 | | | | 权益变动时间 | 2025 年 6 月 30 日到 2025 年 7 月 16 日 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 | 2025 年 6 月 30 日至 2025 年 7 月 16 日，通过集中竞 价方式减持公司股份 万股。北京屹唐盛芯半导体产 | | | | 权益变动过程 | 482.5372 业投资中心（有限合伙）不属于公司的控股股东和实际控制人， | | | | | 本次权益变动不会导致公司控制权发生变更，不会对公司的持 | | | | | 续性经营产生影响。 | | | | 股票简称 北京君正 | 股票代码 300223 | | | | 变动方向 上升□ | 下降√ 一致行动人 有□ | 无√ | | | ...

一、股东股份质押基本情况 1、本次股份质押基本情况 | 股东 | 是否为控 股股东或 第一大股 | 本次质押 | 占其所 持股份 | 占公司 总股本 | 是否 为限 | 是否为 补充 | 质押起 | | 质押到 | | 质权人 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | | 数量（股） | | | | | 始日 | | 期日 | | | 用途 | | | 东及其一 | | 比例 | 比例 | 售股 | 质押 | | | | | | | | | 致行动人 | | | | | | | | | | | | | 李杰 | 是 | 635,600 | 3.40% | | | | 2025 | | 9999 | | 国泰海通 | 个人资 | | | | | | 0.13% | 否 | 否 | 年 7 | 月 | 年 1 | 月 | 证券股份 | 金需求 | | | | | | | | | 15 日 | | 1 日 | | 有限公司 | | 2、股东股份累计质押情况 截至公告披露日 ...