Core Viewpoint - The storage chip sector has collectively weakened, with significant declines in stock prices for several companies, indicating a bearish trend in the industry [1] Company Performance - Demingli and Dawi Co. both hit the daily limit down, reflecting severe market reactions [1] - Purun Co. and Jiangbolong opened more than 10% lower, suggesting a negative market sentiment towards these stocks [1] - Other companies such as Shannon Chip, Space Technology, Baiwei Storage, and Beijing Junzheng also experienced declines, indicating a widespread downturn in the sector [1]

Core Viewpoint - Beijing Junzheng is advancing its self-developed CPU cores, with V2 already in mass production and V3 still in the research and development phase, indicating a focus on enhancing its product line and competitive edge in the market [1][3][4] Group 1: Company Developments - The company has successfully mass-produced the V2 self-developed CPU core, which is now integrated into some of its products to meet computing needs in various scenarios [3] - V3 is currently under development, with no specific timeline for sampling disclosed, as it is still in the R&D phase [1][3] - The self-developed CPU cores are part of the company's strategic layout in processor architecture and chip design, focusing on instruction set support, low power optimization, and security features [3] Group 2: Market Context - There is a growing demand for computing power and a steady advancement in domestic substitution, positioning local chip design companies with self-developed CPU capabilities to build stronger technical barriers and bargaining power in niche markets [4] - The ongoing development of new CPU cores like V3 is expected to enrich the company's product line and enhance its long-term competitiveness, with future sampling and customer integration progress being closely monitored [4]

证券日报网讯北京君正（300223）11月20日在互动平台回答投资者提问时表示，目前公司存储产品的生 产情况基本满足需求，暂无转厂需要。 ...

Group 1 - The core viewpoint of the article is that Beijing Junzheng is developing its own CPU cores, V2 and V3, with V3 currently in the research and development phase [2] Group 2 - V2 and V3 are self-developed CPU cores by the company, intended for use in its products [2] - The company responded to investor inquiries regarding the status of these CPU cores on an interactive platform [2]

证券日报网讯北京君正11月20日在互动平台回答投资者提问时表示，公司已对部分产品进行了调价，后 续还将根据市场综合情况进行持续价格调整。 （文章来源：证券日报） ...

（编辑 袁冠琳） 证券日报网讯 北京君正11月20日在互动平台回答投资者提问时表示，从去年末开始，公司对部分 DRAM产品进行了持续的备货，使得2025年公司存货规模有所提高。截至9月30日公司存货是29.20亿 元，具体请关注公司《2025年第三季度报告》。 ...

证券日报网讯北京君正（300223）11月20日在互动平台回答投资者提问时表示，公司智能视觉芯片主要 面向智能安防、泛视觉等领域，无需3D技术。 ...

证券日报网讯北京君正11月20日在互动平台回答投资者提问时表示，存储涨价会推动公司存储产品销售 收入的增长，对公司是积极的影响。 （文章来源：证券日报） ...

证券日报网讯北京君正11月20日在互动平台回答投资者提问时表示，NAND目前占比还不大，公司正在 积极进行更多产品的规划，根据市场情况，NAND产品已经进行了价格调整。 （文章来源：证券日报） ...

格隆汇11月20日丨北京君正(300223.SZ)在投资者互动平台表示，从去年末开始，公司对部分DRAM产 品进行了持续的备货，使得2025年公司存货规模有所提高。截止9月30日公司存货是29.20亿元，具体请 关注公司《2025年第三季度报告》。 ...