Group 1 - The company Beijing Junzheng announced on October 29 that its storage products are compatible with Qualcomm's main control chip [1]

Core Viewpoint - Beijing Junzheng announced on October 29 that the company is currently planning its LPDDR5 products [1] Group 1 - The company is in the planning stage for LPDDR5 products [1]

Core Viewpoint - Beijing Junzheng (300223.SZ) is currently planning its LPDDR5 product line, indicating a strategic move to enhance its product offerings in the semiconductor market [1] Company Summary - The company is actively engaging with investors regarding its future product developments, specifically in the LPDDR5 segment [1]

Core Viewpoint - Beijing Junzheng (300223.SZ) announced on its investor interaction platform that its MCU products can support two sets of BLDC motor control simultaneously and include CAN and Ethernet interfaces [1] Group 1 - The company's MCU products are capable of controlling two sets of BLDC motors at the same time [1] - The inclusion of CAN and Ethernet interfaces in the MCU products enhances their connectivity options [1]

Core Viewpoint - The company Beijing Junzheng (300223.SZ) confirmed that its MCU products can support two sets of BLDC motor control and include CAN and Ethernet interfaces, indicating potential applications in robotics and automation [2] Group 1: Product Capabilities - The MCU products can control two sets of BLDC motors simultaneously [2] - The products are equipped with CAN and Ethernet interfaces, enhancing connectivity options [2] Group 2: Potential Applications - The inquiry from investors suggests interest in the application of MCUs in dexterous hands, arm joints, and leg joints, highlighting the growing demand for advanced motor control in robotics [2]

Group 1 - The core viewpoint is that the company is currently in the research and development phase for its 3DDRAM products, which are primarily aimed at data centers and supercomputing applications [2][3] - The company has not yet sent samples for testing to customers, indicating that the product is still in the early stages of development [2]

人民财讯10月29日电，北京君正(300223)10月29日在互动平台表示，公司目前存储产品大部分应用在汽 车、工业医疗等领域。 ...

Core Viewpoint - Beijing Junzheng (300223) addressed investor inquiries regarding the applicability of its SRAM products in edge AI and related LPU, confirming that most of its storage products are currently utilized in automotive, industrial, and medical fields [1] Group 1 - Company confirmed that its SRAM products are not primarily focused on edge AI applications [1] - The company highlighted its current market focus on automotive, industrial, and medical sectors for its storage products [1]

| 1.基本情况 | | | --- | --- | | 信息披露义务人 | 上海武岳峰集成电路股权投资合伙企业（有限合伙） | | 住所 | 中国（上海）自由贸易试验区祖冲之路 号 室 1077 2196 | | 权益变动时间 | 2025 年 3 月 4 日-2025 年 10 月 27 日 | | 权益变动过程 | 上海武岳峰集成电路股权投资合伙企业（有限合伙）（以下简 称"武岳峰集电"）根据自身经营安排，于 2025 年 3 月 4 日至 年 月 日，通过集中竞价方式减持公司股份 2025 10 27 474.7480 万股。 2025 年 6 月公司办理了第二类限制性股票归属事项，增发股 份 股于 年 月 日上市流通，导致公司股本总 970,812 2025 6 13 | | 股票简称 | 额增加，武岳峰集电持股比例被动稀释减少。 北京君正 股票代码 300223 | | 变动方向 上升□ | 一致行动人 有□ 下降√ 无√ | | 是否为第一大股东或实际控制人 | 是□ 否√ | | 2.本次权益变动情况 | | | 股份种类 | 减持股数（万股） 减持比例（%） | | A 股 | 0.0587 ...

Core Insights - The company reported a revenue of 1.187 billion yuan for Q3 2025, an increase of 8.5% year-on-year, but net profit attributable to shareholders decreased by 61.48% to 41.1894 million yuan [2] - For the year-to-date period, total revenue reached 3.437 billion yuan, a growth of 7.35%, while net profit attributable to shareholders fell by 19.75% to 244 million yuan [2] - The company’s total assets as of September 30, 2025, amounted to 13.53 billion yuan, reflecting a growth of 4.66% from the previous year [2] Financial Performance - The net cash flow from operating activities for the year-to-date period was 499 million yuan, a significant increase of 142.03% year-on-year, primarily due to the recovery of capacity guarantee deposits [3] - Revenue from the computing chip segment was 908 million yuan, up 11.79% year-on-year, indicating steady demand growth [3] - Revenue from storage chips reached 2.131 billion yuan, a year-on-year increase of 7.25%, driven by recovery in automotive and industrial markets [3] Product Line Performance - The revenue from simulation and interconnect chips was 374 million yuan, reflecting a year-on-year growth of 7.63% [3] - Embedded MPU products are gaining traction in various fields, with a positive growth trend in AIOT chip demand [3] - Sales revenue from smart visual products experienced a slight decline due to intensified market competition [3] Strategic Developments - The company plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international brand image and core competitiveness [3][4] - The board approved relevant proposals for the overseas listing on September 11, 2025, and the application was submitted to the Hong Kong Stock Exchange on September 15, 2025 [4]