格隆汇9月15日丨北京君正(300223.SZ)公布，北京屹唐盛芯半导体产业投资中心（有限合伙）根据自身 经营安排，于2025年7月18日至2025年9月12日，通过集中竞价方式减持公司股份482.5400万股。北京屹 唐盛芯半导体产业投资中心（有限合伙）不属于公司的控股股东和实际控制人，本次权益变动不会导致 公司控制权发生变更，不会对公司的持续性经营产生影响。 ...

证券代码：300223 证券简称：北京君正 公告编号：2025-057 北京君正集成电路股份有限公司 关于持股 5%以上股东减持股份触及 1%整数倍的公告 公司股东北京屹唐盛芯半导体产业投资中心（有限合伙）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。 | 1.基本情况 | | | --- | --- | | 信息披露义务人 | 北京屹唐盛芯半导体产业投资中心（有限合伙） | | 住所 | 北京市北京经济技术开发区景园北街 号 幢 室 2 52 309 | | 权益变动时间 | 年 月 日到 年 月 日 2025 7 18 2025 9 12 | | 权益变动过程 | 北京屹唐盛芯半导体产业投资中心（有限合伙）根据自身经营 安排，于 年 月 日至 年 月 日，通过集中竞 2025 7 18 2025 9 12 价方式减持公司股份 482.5400 万股。北京屹唐盛芯半导体产 业投资中心（有限合伙）不属于公司的控股股东和实际控制人， 本次权益变动不会导致公司控制权发生变更，不会对公司的持 | | 股票简称 | ...

Group 1 - The storage chip sector saw a rise of 2.76%, ranking third among concept sectors, with 85 stocks increasing, including Jingzhida which hit the daily limit up by 20% [1] - Leading stocks in the storage chip sector included Zhaoyi Innovation, Demingli, and Xiangnan Chip Creation, with increases of 14.45%, 14.13%, and 14.10% respectively [1][2] - The sector experienced a net inflow of 1.89 billion yuan, with 54 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2] Group 2 - The top net inflow stock was Zhaoyi Innovation, with a net inflow of 1.266 billion yuan, followed by Demingli, Beijing Junzheng, and Xiangnan Chip Creation with net inflows of 337 million yuan, 245 million yuan, and 239 million yuan respectively [2] - In terms of net inflow ratio, Demingli, Blue Arrow Electronics, and Dwei Co. led with ratios of 18.67%, 12.52%, and 12.46% respectively [3] - The trading volume and turnover rates for leading stocks in the storage chip sector were significant, with Zhaoyi Innovation showing a turnover rate of 10.67% and a price increase of 7.21% [3]

Group 1 - Beijing Junzheng conducted two block trades on September 12, with a total transaction volume of 74,900 shares and a transaction amount of 6.3628 million yuan, at a price of 84.95 yuan per share [2] - In the last three months, the stock has seen five block trades totaling 14.8677 million yuan, with the closing price on September 12 being 84.95 yuan, reflecting a 14.10% increase [3] - The stock's turnover rate for the day was 16.33%, with a total trading volume of 5.635 billion yuan and a net inflow of main funds amounting to 245 million yuan [3] Group 2 - The latest margin financing balance for the stock is 2.817 billion yuan, which has decreased by 163 million yuan over the past five days, representing a decline of 5.47% [4] - The block trade details on September 12 show a total volume of 4.00 million shares sold by institutional special seats, with a transaction amount of 3.398 million yuan [4] - Another 3.49 million shares were traded, with a transaction amount of 2.9648 million yuan, also involving institutional special seats [4]

Group 1 - The storage chip sector in the A-share market experienced significant gains, with several companies reaching their daily limit up [1] - Notable performers included Jingzhida with a 20% increase, Shannong Xinchuan up over 17%, and Jiangbolong rising over 15% [1][2] - Other companies such as Tongyou Technology, Pulang Co., Beijing Junzheng, and Baiwei Storage also saw substantial increases, ranging from 10% to 13% [1][2] Group 2 - The total market capitalization of Jingzhida is 12.6 billion, with a year-to-date increase of 84.54% [2] - Shannong Xinchuan has a market cap of 35.1 billion and a year-to-date increase of 166.48% [2] - Jiangbolong's market cap stands at 47.1 billion, with a year-to-date increase of 30.62% [2]

Core Viewpoint - The smart vehicle ETF, Taikang (159720), is experiencing strong performance, driven by significant growth in the electric vehicle (EV) market and advancements in smart driving technology [1][2][4]. Group 1: Market Performance - As of September 12, 2025, the Taikang smart vehicle ETF rose by 1.5%, with the underlying index, the CSI Smart Electric Vehicle Index (H11052), increasing by 0.15% [1]. - Key component stocks such as Chip Origin (688521) surged by 20.00%, while other notable performers included Guoxuan High-Tech (002074) at 3.06% and Luxshare Precision (002475) at 2.42% [1]. Group 2: Industry Growth - In August, China's new energy vehicle production and sales reached 1.391 million and 1.395 million units, marking year-on-year growth of 27.4% and 26.8%, respectively [1]. - New energy vehicles accounted for 48.8% of total new car sales, indicating a significant market shift towards electrification [1]. - The installed capacity of power batteries in August was 62.5 GWh, reflecting a month-on-month increase of 11.9% and a year-on-year increase of 32.4% [1]. Group 3: Technological Advancements - The current period is critical for the maturity of advanced driving technologies, with a notable shift in user acceptance and business models [2]. - The penetration rate of L2+ assisted driving technology is nearing 65%, while L3 level production is being realized in highway scenarios [2]. - Companies with strong self-research capabilities in large models and computing power are expected to benefit the most from these trends [2]. Group 4: Investment Opportunities - The Taikang smart vehicle ETF covers key segments of the smart driving industry, with the top ten weighted stocks accounting for 55.33% of the fund [3]. - The ETF is positioned to benefit from the positive cycle of technological breakthroughs, commercial implementation, and scale expansion as Robotaxi operations grow [3]. - Investors are encouraged to monitor developments in smart driving regulations and Robotaxi pilot operation data to capitalize on investment opportunities in the smart driving sector [3][4].

Core Viewpoint - The global DRAM market is expanding, driven by the rise of generative AI, leading to optimistic AI order expectations and benefiting the storage industry chain [1][3]. Group 1: Market Trends - The NAND price is expected to rise in Q3, with SanDisk announcing a price increase of over 10% for all channels, indicating the start of a new pricing cycle [1][2]. - The global DRAM market size increased by approximately 17% in Q2 2025, reaching $30.9 billion, primarily due to the demand from generative AI [3]. Group 2: Supply and Demand Dynamics - The supply-demand gap is expected to widen, with strong storage demand driven by AI applications and data centers, while supply is constrained due to production shifts and financial difficulties of some suppliers [2]. - The transition of NAND manufacturers to next-generation nodes is causing a shortage of low-density chips, further tightening supply [2]. Group 3: Domestic Industry Growth - Domestic advanced storage capacity is expanding, with companies like Zhaoyi Innovation and Changxin Storage maintaining close partnerships to benefit from the transition to DDR5/LPDDR5 [3]. - Changxin Storage is projected to capture about 30% of the domestic NAND market this year, with expectations to reach 15% of global NAND flash capacity by the end of 2026 [4].

Core Insights - The total margin financing balance of the ChiNext market reached 494.13 billion yuan as of September 11, 2025, marking an increase of 67.34 billion yuan from the previous trading day, with a cumulative increase of 230.18 billion yuan over five consecutive trading days [1][2]. Margin Financing Balance Changes - The margin financing balance has increased for five consecutive trading days, with the latest balance at 492.48 billion yuan, up 66.77 billion yuan from the previous day [1][2]. - A total of 473 stocks saw an increase in margin financing, with 60 stocks experiencing an increase of over 20% [2]. - The stock with the highest increase in margin financing is XianDao Intelligent, with a latest balance of 4.88 billion yuan and an increase of 167.82% [2][3]. Stocks with Significant Margin Financing Changes - Among the stocks with significant increases, XianDao Intelligent, SongSheng Co., and XiangNong Chip Creation saw increases of 167.82%, 79.09%, and 76.46%, respectively [3][4]. - Conversely, stocks with the largest decreases include QiDe New Materials, with a decrease of 37.13%, followed by WeiKang Pharmaceutical and JiaLian Technology, with decreases of 30.79% and 26.94% [3][4]. Sector Performance - The stocks with margin financing increases of over 20% are primarily concentrated in the power equipment, electronics, and machinery sectors, with 20, 10, and 8 stocks respectively [4]. - The average increase in stock prices for those with over 20% margin financing growth was 14.64%, outperforming the ChiNext index [5]. Notable Margin Financing Increases - The stock with the highest margin financing increase in monetary terms is YangGuang Electric, with a latest balance of 11.146 billion yuan, increasing by 3.75 billion yuan [5]. - Other notable increases include XianDao Intelligent, ShengHong Technology, and XinYiSheng, with increases of 3.058 billion yuan, 1.834 billion yuan, and 1.700 billion yuan, respectively [5].

Core Viewpoint - Beijing Junzheng announced the convening of its first extraordinary shareholders' meeting on September 11, 2025, to approve the election of a new independent director [2] Group 1 - The company will hold the extraordinary shareholders' meeting on September 11, 2025 [2] - The agenda includes the proposal to elect Mr. Zuo as an independent director of the sixth board of directors [2]

Group 1 - Beijing Junzheng (300223.SZ) announced on September 11 that its new products under the new process are expected to be mass-produced next year, which will have better cost-performance advantages and is anticipated to lead to strong market performance [1] - ISSI has started mass production of new 8Gb (x16), 16Gb (x32), and 32Gb (x32) LPDDR4/4X DRAM products, significantly improving the previous offerings of only 2Gb and 4Gb specifications that could not adequately meet customer demands [3]