北京君正（300223.SZ）11月14日在投资者互动平台表示，ISSI eMMC 32GB/128GB已经量产，目前市 场较紧缺，客户需按时下单。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问ISSI公司IS21/22TF系列的32GB/128GB 是否已经大 批量生产？能否谈谈它作为高性能适配各类数据存储，近期出货量情况及涨价是否为50%~70%？ ...

Core Viewpoint - The company indicates that DDR3 currently dominates its storage revenue, but the proportion of DDR4 is expected to increase as new process products enter the sales phase [1] Summary by Category Company Insights - Beijing Junzheng (300223.SZ) responded to an investor inquiry, confirming that DDR3 still holds a significant share of its storage revenue [1] - The company anticipates a gradual increase in the share of DDR4 as new products are launched [1]

每经AI快讯，有投资者在投资者互动平台提问：公司最新制程16nm的DDR4送样进展如何？2026年是否 可以量产？ （记者 王晓波） 北京君正（300223.SZ）11月14日在投资者互动平台表示，新工艺制程的产品已送样，预计明年DDR4的 收入占比会持续增长。 ...

Core Viewpoint - The company is focusing on the production of LPDDR4 products primarily for automotive and industrial medical applications, with expectations for increased market share as new process products are sold in bulk [1] Group 1: Product and Market Insights - The company's LPDDR4 products range from 4GB to 32GB and are currently more focused on consumer applications, but there is a shift towards automotive-grade products as demand grows [1] - The current sales volume of LPDDR4 products is relatively small within the DRAM segment, but it is anticipated to increase as new process technologies are introduced [1] Group 2: Production Capacity and Supply Chain - The company has adequately stocked certain DRAM products in advance, ensuring that future wafer production capacity will meet anticipated growth [1] - There are no immediate concerns regarding wafer foundry capacity, and the company expects to maintain sufficient supply to support increased orders for LPDDR4 products [1]

Core Viewpoint - The company, Beijing Junzheng, primarily focuses on supplying NAND/eMMC products to the automotive industry, with potential consideration for consumer electronics if excess capacity becomes available [1] Group 1: Company Insights - The company has responded to investor inquiries regarding the application scenarios of its NAND products, indicating a strong emphasis on the automotive sector [1] - The company is currently prioritizing supply to the automotive industry, suggesting a strategic focus on this market segment [1] Group 2: Industry Context - The main application of NAND/eMMC products is in the automotive industry, highlighting the growing demand for stable and reliable memory solutions in this sector [1] - The company may explore opportunities in consumer electronics if there is a surplus in production capacity, indicating potential future expansion into this market [1]

格隆汇11月14日｜北京君正在互动平台表示，ISSI eMMC 32GB/128GB已经量产，目前市场较紧缺，客 户需按时下单。 ...

格隆汇11月14日丨北京君正(300223.SZ)在投资者互动平台表示,新工艺制程的产品已送样，预计明年 DDR4的收入占比会持续增长。 ...

Group 1 - The core viewpoint of the article indicates that Beijing Junzheng (300223.SZ) has sent samples of products using new process technology and anticipates a continued increase in the revenue share from DDR4 products next year [1]

Core Viewpoint - Kioxia's poor performance has negatively impacted the A-share market, leading to a significant decline in storage chip concept stocks, raising concerns about the overall health of the storage industry [1] Company Performance - Kioxia's adjusted net profit for the second fiscal quarter plummeted over 60% year-on-year, amounting to 41.7 billion yen (approximately 284 million USD), a substantial drop compared to the same period last year [1] - The company is facing dual pressures of declining revenue and rising costs, which has triggered market worries regarding the storage industry's outlook [1] Market Reaction - Following Kioxia's earnings report, several storage-related stocks in the A-share market experienced sharp declines, with notable drops including: - Baiwei Storage down 11% - Tongyou Technology and Jucheng Co. down over 9% - Other companies like Purang Co., Jiangbolong, and Kangqiang Electronics down over 8% [2] - The overall market sentiment reflects a lack of confidence in the storage sector, influenced by Kioxia's performance [1][2] Pricing Mechanism Impact - Analysts suggest that Kioxia's disappointing results may be attributed to its fixed-price agreements for supplying mobile NAND chips to Apple, which prevented the company from benefiting from the significant increases in spot prices [1]

北京君正(300223.SZ)午间大幅收跌7.73%，报88.7元，总市值428亿元。消息上，北京君正昨日晚间公 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 祥及高级管理人员张敏于2025年9月17日至2025年11月11日期间以集中竞价方式合计减持162.266万股， 占总股本比例0.3363%，减持计划已实施完毕。 ...