Group 1: Overall Industry Overview - The total import and export value of China's chip industry is projected to reach $545.14 billion in 2024, with a year-on-year growth of 12.32%, and a trade deficit of $226.14 billion, increasing by 5.97% [1] - In the first four months of 2025, the trade scale of the chip industry has already reached $179.61 billion, with a trade deficit of $66.73 billion [1] Group 2: Import Situation - In 2024, China's chip import volume is expected to be 549.18 billion units, reflecting a year-on-year increase of 14.52%, while the import value is approximately $385.64 billion, up by 10.38% [2] - For the first four months of 2025, the chip import volume is recorded at 181.33 billion units, with an import value of about $123.17 billion [2] - The import price of chips in China fluctuates between $0.60 and $0.80 per unit, remaining relatively stable due to the rapid development of the domestic IoT chip industry [5] Group 3: Export Situation - In 2024, China's chip export volume is projected to be 298.11 billion units, with a year-on-year growth of 11.31%, and the export value is expected to reach $159.50 billion, increasing by 17.31% [7] - In the first five months of 2025, the semiconductor export volume has reached 106.29 billion units, with an export value of $56.44 billion [7] - The export price of chips from China has shown a rising trend, increasing from $0.40 per unit in 2014 to $0.54 per unit in 2024, indicating improved self-innovation capabilities and increased market competitiveness [8]

证券代码：300223 证券简称：北京君正 公告编号：2025-034 北京君正集成电路股份有限公司 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。 公司近日收到上述股东出具的《股份减持告知函》，上述减持计划期限已届 满。根据相关规定，现将上述股东股份减持计划的实施情况公告如下： 一、股东减持情况 截至 2025 年 6 月 18 日，本次股份减持计划期限已届满，上述人员未减持所 持公司股份，其所持公司股份数量未发生变化。 二、其他相关说明 券交易所上市公司自律监管指引第 18 号——股东及董事、高级管理人员减持股 份》《深圳证券交易所创业板股票上市规则》等法律法规、部门规章和规范性文 件的相关规定。 存在违规行为。 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。 北京君正集成电路股份有限公司（以下简称"公司"）于 2025 年 2 月 25 日 在中国证监会指定的创业板信息披露网站巨潮资讯网（www.cninfo.com.cn）披露 了《关于公 ...

Core Viewpoint - The company announced that its shareholders and key management personnel have confirmed the authenticity and completeness of the information provided, ensuring no misleading statements or omissions exist [1] Shareholder Reduction Plan - The company disclosed a share reduction plan on February 25, 2025, indicating that shareholders plan to reduce their holdings by a total of up to 2.53 million shares, which represents no more than 0.5254% of the total share capital [1] - As of June 18, 2025, the deadline for the reduction plan has passed, and the aforementioned personnel did not proceed with the planned share reduction, resulting in no change in their shareholdings [1]

证券代码：300223 证券简称：北京君正 公告编号：2025-034 北京君正集成电路股份有限公司 股东减持股份实施情况公告 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。 北京君正集成电路股份有限公司（以下简称"公司"）于 2025 年 2 月 25 日 在中国证监会指定的创业板信息披露网站巨潮资讯网（www.cninfo.com.cn）披露 了《关于公司部分股东、董事、监事及高级管理人员股份减持计划预披露公告》， 公司股东北京四海君芯有限公司（以下简称"四海君芯"）、控股股东暨实际控 制人之一/董事李杰先生、董事兼副总经理冼永辉先生、副总经理兼董事会秘书 张敏女士、监事会主席张燕祥女士（现任公司董事）计划以集中竞价方式减持所 持有的公司股票总计不超过 2,530,000 股，占公司总股本比例不超过 0.5254%。 三、备查文件 1、相关股东减持情况说明； 2、深交所要求的其他文件。 公司近日 ...

证券代码：300223 证券简称：北京君正 公告编号：2025-033 北京君正集成电路股份有限公司 2024 年度分红派息实施公告 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"）2024 年年度利润分配 方案已获 2025 年 5 月 12 日召开的 2024 年年度股东大会审议通过，现将利润分 配事宜公告如下： 一、 股东大会审议通过利润分配方案的情况 1、公司 2024 年度利润分配方案为：以 2024 年 12 月 31 日总股本 481,569,911 股为基数，向全体股东每 10 股派发现金红利 1 元（含税），共分配现金股利 48,156,991.1 元（含税），剩余未分配利润结转以后年度。 若 2024 年度利润分配方案实施前，公司总股本由于增发新股、股份回购等 原因发生变动，公司将按照分配总额不变的原则对分配比例进行调整。 2、自分配方案披露至实施期间，公司因于 2025 年 6 月办理了第二类限制性 股票归属事项，增发股份 970,812 股，导致公司股本总额发生变化，从 481,569,9 ...

证券代码：300223 证券简称：北京君正 公告编号：2025-032 北京君正集成电路股份有限公司 关于公司 2024 年限制性股票激励计划首次授予 第一个归属期归属结果暨股份上市的公告 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。 重要内容提示： 1、本次归属的第二类限制性股票上市流通日：2025 年 6 月 13 日； 2、本次第二类限制性股票归属数量为 97.0812 万股，占归属前公司总股本 的比例为 0.20%； 3、本次第二类限制性股票归属人数：311 人； 4、本次归属的第二类限制性股票上市流通安排：本次归属的第二类限制性 股票无限售安排，股票上市后即可流通。 北京君正集成电路股份有限公司（以下简称"公司"或"北京君正"）于 2025 年 5 月 16 日召开的第六届董事会第四次会议、第六届董事会提名与薪酬委员会第 三次会议，审议通过了《关于公司 2024 年限制性股票激励计划首次授予第一个 归属期归属条件成就的议案》，2024 年限制性股票激励计划（以下简称"本激励 计划"）首次授予部分第一个归属期归属条件已经成就。截至本公告披露日，公 司 ...

Investment Rating - The report does not provide a specific investment rating for Ingenic (300223.SZ) as it is categorized as Not Covered [1]. Core Insights - Ingenic management is optimistic about a growth recovery in 2025 following a weak 2024, with inventory levels stabilizing and demand improving from automotive and industrial sectors [1][4]. - The semiconductor supply chain is transitioning from mature nodes to advanced solutions, driven by technological breakthroughs, which is expected to enhance competition and product mix [2]. - Ingenic is focusing on upgrading its computing chipsets to higher computing power and expanding into 3D DRAM to meet the increasing demand for AI solutions requiring high bandwidth and large capacity [1][9]. Summary by Sections 2025 Outlook - Management anticipates 2024 will be the lowest point due to inventory pressures, with a gradual recovery expected in 2025, supported by improvements in automotive and industrial markets and product upgrades [4]. Computing Chipset Product Mix Upgrade - Ingenic is enhancing its computing chipsets, targeting approximately 1T computing power for consumer electronics and surveillance, and plans to launch the T23 chipset for multi-camera applications, with a future T42 chipset exceeding 2T computing power [5][8]. Memory Chipset Product Expansion - The company offers a range of memory products including SRAM, DRAM, NOR Flash, and is expanding into advanced memory chips. Demand from EU and US markets was weak in 2024, but recovery is expected in 2025, with revenue contributions from new memory technologies anticipated to begin in 2026 [9].

Group 1 - The core viewpoint of the news highlights the positive performance of the artificial intelligence sector, with the China Securities Artificial Intelligence Industry Index showing an increase of 0.14% and several constituent stocks experiencing significant gains [1] - The artificial intelligence ETF (515980) has seen a trading volume of 72.55 million yuan and a recent average daily trading volume of 125 million yuan over the past month, indicating strong market interest [3] - The total scale of the artificial intelligence ETF has reached 3.538 billion yuan, with a total inflow of 53.59 million yuan over the last 22 trading days, suggesting robust investor confidence [3] Group 2 - The upcoming Global Artificial Intelligence Technology Conference (GAITC 2025) in Hangzhou will feature prominent figures from academia and industry, focusing on AI technology breakthroughs and industry trends [3] - The computer sector has experienced a new wave of growth driven by AI and self-controllable themes, despite facing fundamental pressures due to limited downstream spending [4] - UBS notes that international market interest in Chinese assets is increasing, particularly in new productivity sectors like artificial intelligence and high-end manufacturing, which are reshaping the narrative of the Chinese stock market [4] Group 3 - The artificial intelligence ETF is currently the only product tracking the artificial intelligence industry index, providing investors with exposure to high-growth potential companies in the sector [5] - Investors can also consider the Hua Fu Artificial Intelligence ETF linked funds to gain access to the artificial intelligence sector [5]

Group 1: Company Overview - Beijing Junzheng Integrated Circuit Co., Ltd. held an investor relations activity on June 5, 2025, with key participants from Western Securities, JPMorgan, and Ping An Securities [1][2]. - The meeting included a company introduction and a Q&A session led by the board secretary, Zhang Min [2]. Group 2: Product Structure and Market Segmentation - The product structure of storage chips shows that automotive applications account for over 40%, industrial and medical applications over 30%, and other applications around 20% [2]. - DRAM constitutes approximately 50% of the product classification [2]. Group 3: DRAM Development and Market Trends - The development of 3D DRAM is ongoing, with progress aligning with expectations; however, the market is still in an exploratory phase, and mass production is not anticipated this year [2]. - Current DRAM processes are at 25nm, with expectations to introduce 20nm, 18nm, and 16nm products in the market soon, which will increase the share of DDR4 and LPDDR4 [3]. Group 4: Revenue Breakdown - In 2024, the revenue breakdown is projected as follows: storage chips 61.47%, computing chips 25.88%, and analog and interconnect chips 11.19% [3]. Group 5: Market Conditions and Competition - The global SRAM market is currently stable, while the overall market lacks growth potential [3]. - The analog chip gross margin is expected to remain around 50% in Q1 2025, although competition may cause some fluctuations [4]. Group 6: Pricing Strategy - Pricing for computing chips may experience significant fluctuations due to intense competition in the consumer market, while storage chip prices are relatively stable [4].

Group 1 - The National Semiconductor Chip Index (980017) has shown a slight increase of 0.06% as of June 6, 2025, with notable gains from stocks such as Zhaoyi Innovation (603986) up by 4.75% and Geke Micro (688728) up by 1.45% [1] - The semiconductor ETF (159813) is experiencing mixed trading, with the latest quote at 0.78 yuan, reflecting a 0.26% increase [2] - Over the past nine trading days, there have been net inflows of funds on six days, totaling 108 million yuan, with an average daily net inflow of 12.05 million yuan [2] Group 2 - The "5th China Integrated Circuit Design Innovation Conference and IC Application Ecological Exhibition" (ICDIA) is scheduled for July 11-12, 2025, in Suzhou, focusing on themes such as AI computing, photonic integrated circuits, and 5G/6G semiconductors [3] - Shanghai Securities maintains a bullish outlook on the electronics sector, predicting a comprehensive recovery in the semiconductor industry by 2025, with an optimistic overall development outlook [3] - The semiconductor ETF closely tracks the National Semiconductor Chip Index, reflecting the market performance of listed companies in the semiconductor industry [3] Group 3 - As of May 30, 2025, the top ten weighted stocks in the National Semiconductor Chip Index account for 66.85% of the index, including companies like SMIC (688981) and Cambrian (688256) [4] - The semiconductor ETF has various connection options, including A, C, and I classes [4]