Group 1: Company Overview and Market Trends - Beijing Junzheng Integrated Circuit Co., Ltd. is experiencing growth across its product lines, with a positive outlook for the next 3-5 years despite some cyclical trends in storage and computing chips [2][3]. - The storage business shows a significant upward trend post-acquisition, although it is subject to cyclical fluctuations [2]. - The computing chip segment is recovering from a low point in 2022, with expectations of market revival this year [2]. Group 2: Inventory and Financial Performance - The company's inventory decreased by over 100 million in Q3 2023, indicating a gradual digestion of stock [3]. - The net cash flow from investments in Q3 was negative 450 million, attributed to several industry fund investments and reduced cash inflow from previous investments [3]. - The gross margin for storage chips in Q3 remained stable compared to Q2, with expectations for Q4 to maintain a similar level [3]. Group 3: Product Development and Market Position - The company is actively expanding into automotive and industrial markets, with a focus on developing automotive-grade products [3]. - The dual-camera and multi-camera segments have significantly contributed to revenue, with the company capitalizing on market opportunities [4]. - The Green PHY product has received positive feedback from clients, indicating a competitive position in the market, with expectations for revenue contribution in the coming year [4]. Group 4: External Factors and Future Outlook - The ongoing conflict in Israel has not significantly impacted the company's operations, with minimal effects on R&D and financial forecasts [4]. - The company anticipates that the industry market conditions in Q4 will not differ greatly from Q3, maintaining a cautious outlook [4]. - The revenue contribution from DDR4 and LPDDR4 remains relatively small, with slower adoption rates in automotive and industrial sectors [5].

Financial Performance - The company's revenue for Q3 2023 was ¥1,198,585,637.15, a decrease of 15.28% compared to the same period last year[3]. - Net profit attributable to shareholders for Q3 2023 was ¥146,264,708.58, down 33.74% year-on-year[3]. - The net profit after deducting non-recurring gains and losses for Q3 2023 was ¥140,554,613.97, a decline of 36.22% compared to the previous year[3]. - Operating revenue for the current period was CNY 3,419,896,944.07, a decrease of 19% compared to CNY 4,219,192,099.06 in the previous period[19]. - The net profit for Q3 2023 was approximately ¥358 million, a decrease of 50.7% compared to ¥725 million in Q3 2022[20]. - The total profit for Q3 2023 was approximately ¥405 million, down 52% from ¥842 million in the same period last year[20]. - Basic and diluted earnings per share for Q3 2023 were both ¥0.765, compared to ¥1.5195 in Q3 2022, reflecting a decline of 49.6%[21]. - The company reported a total comprehensive income of approximately ¥405 million for Q3 2023, compared to ¥978 million in Q3 2022[20]. Cash Flow - The company's cash flow from operating activities for the year-to-date was ¥402,575,695.93, an increase of 93.63%[3]. - Cash flow from operating activities for Q3 2023 was approximately ¥403 million, an increase of 93.5% from ¥208 million in Q3 2022[22]. - Cash inflow from operating activities totaled approximately ¥3.69 billion, down 17.6% from ¥4.48 billion in the previous year[22]. - Cash outflow from investing activities was approximately ¥2.6 billion, a decrease of 10.3% compared to ¥2.9 billion in Q3 2022[23]. - The net cash flow from investing activities was negative at approximately -¥548 million, contrasting with a positive cash flow of ¥614 million in the same quarter last year[23]. - The cash and cash equivalents at the end of Q3 2023 were approximately ¥3.26 billion, down from ¥3.53 billion at the end of Q3 2022[23]. Assets and Liabilities - The total assets at the end of Q3 2023 amounted to ¥12,650,096,910.86, reflecting a growth of 1.84% from the end of the previous year[3]. - The balance of trading financial assets at the end of the period was ¥909,980,045.52, up 159.54% year-on-year due to increased investment in financial products[8]. - The company's total current assets reached CNY 7,162,234,679.85, up from CNY 6,795,090,524.31 at the start of the year, reflecting a growth of approximately 5.4%[17]. - The total liabilities decreased to CNY 1,001,506,338.01 from CNY 1,162,816,314.70, reflecting a reduction of approximately 13.8%[18]. - The company reported a decrease in accounts payable to CNY 507,293,588.46 from CNY 659,802,548.93, indicating a reduction of approximately 23%[17]. Shareholder Information - The total number of common shareholders at the end of the reporting period was 68,043[11]. - The largest shareholder, Beijing Yitang Shengxin Semiconductor Industry Investment Center, held 12.57% of shares, totaling 60,546,704 shares[11]. - Liu Qiang, a natural person shareholder, held 8.40% of shares, totaling 40,475,544 shares, with 3,160,000 shares pledged[11]. - The company has a total of 65,801,522 restricted shares at the end of the reporting period[14]. Research and Development - Research and development expenses increased to CNY 506,237,233.89, compared to CNY 464,250,713.11 in the previous period, representing an increase of approximately 9%[19]. - The company is focused on expanding its market presence and developing new technologies[10]. Tax and Charges - The company experienced a 39.09% increase in tax and additional charges for the first nine months, totaling ¥6,782,596.89[9]. - Income tax expenses for the first nine months were CNY 47,260,271.62, a decrease of 59.69% year-over-year, primarily due to a decline in profits[10]. Audit Status - The company has not undergone an audit for the Q3 2023 report[24].

二、合伙企业进展情况 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。 一、基本情况概述 北京君正集成电路股份有限公司（以下简称"公司"）全资子公司深圳君正 时代集成电路有限公司（以下简称"深圳君正"）与专业投资机构冯源投资（平 潭）有限公司（后更名为冯源（宁波）私募基金管理有限公司）及其他有限合伙 人于 2023 年 6 月 7 日共同签署了《合肥冯源仁芯股权投资合伙企业(有限合伙) 之合伙协议》，深圳君正作为有限合伙人以自有资金人民币 9,700 万元认购合肥 冯源仁芯股权投资合伙企业（有限合伙）（以下简称"合伙企业"）的部分份额， 具体内容见 2023 年 6 月 7 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关 于公司全资子公司对外投资产业基金的公告》。 2023 年 6 月 13 日，合伙企业完成了工商登记手续并取得营业执照，具体内 容详见 2023 年 6 月 14 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关 于公司全资子公司对外投资产业基金的进展公告》。 证券代码：300223 证券 ...

证券代码：300223 证券简称：北京君正 公告编号：2023-064 一、股东股份解除质押基本情况 北京君正集成电路股份有限公司（以下简称"公司"）近日接到公司控股股 东刘强先生的通知，其所持有本公司的部分股份解除质押，具体事项如下： | 股东名称 | 是否为控股 股东或第一 大股东及其 | 本次解除质押 股份数量（股） | 占其所 持股份 | 占公司 总股本 | 起始日 | 解除日期 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 一致行动人 | | 比例 | 比例 | | | | | | 刘强 | 是 | 930,000 | 2.30% | 0.19% | 2022 年 12 | 2023 | 年 10 | 海通证券股 | | | | | | | 月 27 日 | 月 16 | 日 | 份有限公司 | | 刘强 | 是 | 2,230,000 | 5.51% | 0.46% | 2023 年 8 月 | 2023 | 年 10 | 海通证券股 | | | | | | | 17 日 | 月 16 | 日 | 份有限 ...

证券代码：300223 证券简称：北京君正 公告编号：2023-063 北京君正集成电路股份有限公司 关于与专业投资机构共同投资的进展公告 统一社会信用代码：91110108781703664R 企业类型：股份有限公司 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。 一、基本情况概述 北京君正集成电路股份有限公司（以下简称"公司"）与专业投资机构盈富泰 克创业投资有限公司及其他有限合伙人于 2023 年 2 月 16 日共同签署了《盈富泰 克（北京）科技创新股权投资基金（有限合伙）合伙协议》，公司作为有限合伙 人使用自有资金人民币 5,000 万元认购盈富泰克（北京）科技创新股权投资基金 （有限合伙）（以下简称"合伙企业"）的部分份额，具体内容见 2023 年 2 月 17 日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于与专业投资机构共同 投资的公告》。 2023 年 3 月，合伙企业完成了工商登记手续并取得营业执照，具体内容详 见 2023 年 3 月 13 日在巨潮资讯网（http://www.cninfo.com.cn）披 ...

证券代码：300223 证券简称：北京君正 公告编号：2023-062 股东部分股份解除质押的公告 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。 一、股东股份解除质押基本情况 北京君正集成电路股份有限公司（以下简称"公司"）近日接到公司控股股 东刘强先生的通知，其所持有本公司的部分股份解除质押，具体事项如下： | 股东名称 | 是否为控股 股东或第一 | 本次解除质押 | 占其所 | 占公司 | 起始日 | | 解除日期 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 | 股份数量（股） | 持股份 比例 | 总股本 比例 | | | | | | | | 一致行动人 | | | | | | | | | | 刘强 | 是 | 395,000 | 0.98% | 0.08% | 2023 年 | 8 月 | 2023 | 年 8 | 海通证券股 | | | | | | | 17 日 | | 月 31 | 日 | 份有限公司 | 二、股东股份累计质押 ...

证券代码:300223 证券简称:北京君正 北京君正集成电路股份有限公司 投资者关系活动记录表 编号:20230830 投资者关系活动 ■特定对象调研 □分析师会议 类别 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 ( ) 参与单位名称及 开源证券:任浪;中泰证券:张琼;德邦证券:徐巡;海通证券: 人员姓名 李潇等 时间 2023 年 8 月 30 日 方式 线上电话交流会 上市公司接待人 员姓名 总经理刘强、董事会秘书张敏 一、公司基本情况介绍 二、问答环节 1、 公司存储芯片的收入和毛利率第二季度环比第一季度是 持平的,那下半年来看汽车、工业医疗这块业务的收入及毛利率的 变化趋势是怎样的? 第二季度汽车市场是略有增长的,工业医疗有一些下降,目前 感觉行业市场整体是在企稳,但三季度还不是特别明朗,可能略有 投资者关系活动 好转,或者上下波动,第四节度可能会更好一些。 主要内容介绍 毛利率的话,因为行业市场相对来说是比较稳定的,前两个季 度是略有一点下降,但影响不大,全年来看预计也是基本保持这样 的趋势,不会有太大波动。 2、 存储芯片价格的调整有没有结束? 从价格上来说,行业市场 ...

Financial Performance - The company reported a significant increase in revenue for the first half of 2023, with a total revenue of RMB 500 million, representing a year-on-year growth of 25%[10]. - The company's operating revenue for the first half of 2023 was ¥2,221,311,306.92, a decrease of 20.79% compared to the same period last year[15]. - Net profit attributable to shareholders was ¥222,155,054.86, down 56.53% year-on-year[15]. - The net profit after deducting non-recurring gains and losses was ¥206,004,448.42, a decline of 58.51% compared to the previous year[15]. - The company’s revenue for the reporting period was approximately ¥2.22 billion, a decrease of 20.79% compared to the previous year[44]. - The company reported a total comprehensive income attributable to shareholders of the parent company was CNY 384,011,461.02, a decrease from CNY 612,517,052.12 in the previous year[118]. - The company reported a significant decrease in investment amounting to CNY 29.7 million, down 77.33% from CNY 131 million in the same period last year[58]. Market Outlook and Strategy - The company has set a future outlook with a revenue target of RMB 1 billion for the full year 2023, indicating a growth expectation of 20%[10]. - The company is expanding its market presence in Southeast Asia, aiming to increase market share by 10% in the region by the end of 2024[10]. - The company is actively pursuing market opportunities and enhancing customer outreach amid industry challenges[19]. - The global semiconductor market is expected to decline by 10.3% in 2023, reaching $515 billion, but is projected to grow by 11.8% in 2024 to $575.9 billion[30]. - The company is committed to increasing R&D investment to strengthen its technological innovation capabilities and maintain industry leadership[24]. Research and Development - The company is investing RMB 100 million in R&D for new technologies, focusing on AI and machine learning applications in semiconductor design[10]. - The company continues to focus on R&D and new product development, launching new products across various lines despite market pressures[19]. - The company is focusing on core technology R&D, including advancements in embedded CPU technology, neural network processors, and AI algorithms, to enhance its competitive edge[24]. - The company is developing RISC-V architecture technology, with self-developed RISC-V CPU cores already applied in some products[23]. - The company has initiated mass production of its 8G LPDDR4 DRAM, with ongoing development of next-generation DRAM technologies to meet increasing market demands[26]. Operational Challenges - Gross margin for the first half of 2023 was reported at 35%, a decrease of 5% compared to the same period last year, attributed to rising material costs[10]. - Operational risks include potential declines in gross margin and challenges in market expansion, which the company is actively monitoring[5]. - The integrated circuit industry is experiencing a decline in overall demand, leading to increased competition and pressure on product gross margins[74]. - Rising costs of technical personnel and R&D expenditures pose a risk to the company's financial performance[75]. - The company operates under a Fabless model, which exposes it to supply chain risks, particularly regarding the availability and pricing of outsourced manufacturing services[75]. Product Development and Innovation - New product development includes the launch of a next-generation CPU, which is expected to enhance performance by 30% over the previous model[10]. - The company has developed the X2600 chip series, which features low power consumption and high flexibility, targeting various smart hardware markets[24]. - The company is actively enhancing its Flash product line, focusing on NOR and NAND Flash storage chips, with efforts to improve yield rates and optimize costs[26]. - The company has launched multiple new LED driver chips, including intelligent LED driver chips with adjustable brightness and high-brightness LED driver chips, targeting automotive and non-automotive markets[27]. - The company is transitioning its products towards RISC-V architecture to enhance its core technology independence[38]. Financial Position and Assets - Total assets at the end of the reporting period were ¥12,705,889,098.30, reflecting a 2.29% increase from the end of the previous year[15]. - The company’s total equity reached CNY 11.63 billion, an increase from CNY 11.26 billion, reflecting a growth of about 3.3%[114]. - The company’s cash and cash equivalents increased to approximately CNY 3.57 billion from CNY 3.40 billion at the beginning of the year, reflecting a growth of about 4.9%[112]. - The company’s inventory increased to CNY 2.38 billion, accounting for 18.71% of total assets, indicating a focus on maintaining stock levels[52]. - The company holds a total of 689 patents and 150 software copyrights, indicating a strong focus on intellectual property[43]. Governance and Compliance - The company has not faced any administrative penalties related to environmental issues during the reporting period[86]. - The company is committed to strengthening environmental supervision and management to ensure compliance with environmental protection policies and regulations[86]. - There were no significant related party transactions during the reporting period, indicating a stable operational environment[92]. - The company has not issued any major guarantees during the reporting period, indicating a cautious financial strategy[97]. - The company has implemented a comprehensive human resources management system to support employee development and welfare[87].

证券代码：300223 证券简称：北京君正 公告编号：2023-056 北京君正集成电路股份有限公司 关于公司董事长承诺特定期间不减持公司股份的公告 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。 任职情况：公司董事长、总经理 持股数量（股）：40,475,544 持股比例：8.40% 二、 承诺主要内容 基于对公司未来发展前景的信心及公司长期投资价值的认可，为维护资本市 场稳定，促进公司健康、稳定发展，刘强先生承诺：自承诺函签署之日起六个月 内不减持本人所持有的公司股票。在上述承诺期间，因公司送红股、转增股本、 配股等原因而增加的股份亦遵守上述不减持的承诺。 公司董事会将对上述承诺事项的履行情况进行持续监督并及时履行信息披 露义务。 特此公告。 北京君正集成电路股份有限公司 北京君正集成电路股份有限公司（以下简称"公司"）收到公司董事长、控 股股东暨实际控制人之一刘强先生出具的《关于未来六个月内不减持公司股份的 承诺函》，现将相关情况公告如下： 一、 承诺主体及持股情况 承诺主体：公司控股股东暨实际控制人之一刘强先生 董事会 二○二三年八月二十三日 ...

证券代码：300223 证券简称：北京君正 北京君正集成电路股份有限公司 投资者关系活动记录表 编号：20230515 投资者关系活动 ■特定对象调研 □分析师会议 类别 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （ ） 参与单位名称及 汇丰前海：何方；中信证券：刘洋；淡水泉：房畅坤；建信基金： 人员姓名 陈韶晖；金建投资：张宇滨等。 时间 2023 年 5 月 15 日 地点 公司会议室 上市公司接待人 员姓名 董事会秘书张敏 一、公司基本情况介绍 二、问答环节 1、 DRAM 中销售占比最大的产品是哪个，DDR4 的占比情 况？ DRAM 产品中 DDR3 占比较大，DDR4 和 LPDDR4 目前销售 占比还不多，后续会逐渐增多。 2、 公司目前存储芯片的毛利率水平如何？价格是否有下调？ 投资者关系活动 存储芯片的毛利率相对来说是基本稳定的，自去年 Q4 市场开 主要内容介绍 始下调后，价格预计逐渐会有一定下调，但调整幅度预计不会太大。 3、 美光审查事件对公司的影响？ 美光审查这个事情大家都比较关注，具体影响还要看后续的进 展，由于我们存储产品在汽车、工业领域，从短期来看 ...