Market Performance - As of August 7, the MCU chip concept index rose by 1.18%, ranking 7th among concept sectors, with 46 stocks increasing in value [1] - Notable gainers included Fuman Micro, which hit the daily limit with a 20% increase, followed by Haoshanghao at 9.99%, and Nanchip Technology at 9.10% [1][2] Sector Analysis - The MCU chip sector saw a net inflow of 9.52 billion yuan from main funds, with 37 stocks experiencing net inflows [2] - The top three stocks by net inflow were Silan Micro (3.75 billion yuan), Haoshanghao (2.64 billion yuan), and Fuman Micro (2.35 billion yuan) [2][3] Stock Performance - Fuman Micro led with a net inflow rate of 22.39%, followed by Haoshanghao at 17.79% and Biyi Micro at 11.58% [3] - Other notable performers included Silan Micro with a 5.40% increase and Nanchip Technology with a 7.21% increase [4] Decliners - Declining stocks included Lexin Technology, which fell by 2.24%, Fudan Microelectronics down by 2.13%, and Taijing Technology down by 1.56% [1][6]

证券代码：300223 证券简称：北京君正 公告编号：2025-042 北京君正集成电路股份有限公司 关于全资子公司完成工商变更登记的公告 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。 法定代表人：张紧 成立日期：2014 年 02 月 14 日 住所：安徽省合肥市高新区大龙山路 1855 号君正科技园 C 座一层 101 经营范围：半导体集成电路芯片的研发、设计、委托加工、销售；计算机 软、硬件及其辅助设备、电子元器件、通讯设备的设计、开发、销售；技术开 发、技术转让、技术咨询、技术服务。自营和代理各类商品和技术的进出口业 务(国家法律法规限定或禁止的除外)。(依法须经批准的项目，经相关部门批准 后方可开展经营活动) 特此公告。 北京君正集成电路股份有限公司（以下简称"公司"）根据总体规划，经第 六届董事会第二次会议和 2024 年年度股东大会审议通过，将"车载 ISP 系列芯 片的研发与产业化项目"变更为"3D DRAM 芯片的研发与产业化项目"，并由 公司下属全资子公司芯成半导体（上海）有限公司承担。原承担"车载 ISP 系列 芯片的研发与产业化项目" ...

Group 1 - The company Beijing Junzheng (300223) has multiple intelligent video chips that include machine vision functions, such as T32, T40, and T41 [1] - Investors are encouraged to refer to the company's website for detailed product introductions [1]

Group 1 - The core viewpoint of the article is that Beijing Junzheng (300223) has confirmed that its automotive-grade chips, branded as issi, are sold globally and can achieve domestic substitution in China [1] Group 2 - The company has engaged with investors through an interactive platform, indicating transparency and responsiveness to market inquiries [1] - The mention of domestic substitution highlights the potential for local manufacturers to reduce reliance on foreign technology in the automotive sector [1]

Group 1 - The company, Beijing Junzheng (300223), is actively seizing market opportunities for Nor Flash products, indicating a positive outlook for demand trends in the first half of the year [1]

Industry Overview - The Chinese secure storage chip market is experiencing rapid growth driven by the implementation of national information security strategies and accelerated domestic substitution processes. The market size is projected to reach 18.67 billion RMB in 2024, representing a year-on-year growth of 19.3% [1][16]. - By 2025, the market size is expected to exceed 21.85 billion RMB, supported by increased investments in information security infrastructure and the scaling of projects like IC cards and electronic IDs [1][16]. Market Structure - The secure storage chip market is characterized by a clear structural feature, with the financial payment sector maintaining a leading position with a 42% market share in 2024. The government and public service applications follow closely with a 28% market share [17]. - Emerging applications in industrial control and vehicle networking, although currently smaller in market share, are growing rapidly and are expected to reshape the market landscape [17]. Industry Development History - The secure storage chip industry in China has evolved from reliance on foreign manufacturers to achieving a degree of self-sufficiency. Prior to 2015, domestic production was almost entirely dependent on foreign companies [8]. - The introduction of laws such as the Cybersecurity Law and Data Security Law has spurred local companies to make technological advancements and expand their market presence [8]. - From 2018 to 2020, domestic companies like Unisoc and National Technology made significant progress in the secure storage chip sector, covering various application scenarios [8]. Industry Chain - The secure storage chip industry chain consists of upstream raw materials and equipment, midstream production and manufacturing, and downstream application fields including financial payments, government services, industrial control, and vehicle networking [10]. Key Companies - Major players in the secure storage chip industry include Zhaoyi Innovation, Huawei, Tongfu Microelectronics, and National Technology, among others. These companies leverage technological advancements and scale advantages to capture significant market shares [20][21]. - The competitive landscape is marked by a mix of large enterprises and emerging companies focusing on innovation and differentiation [20]. Future Trends - The secure storage chip industry is expected to trend towards multifunctionality, integrating storage, encryption, identity authentication, and secure boot capabilities into single chips [26]. - High performance will be a focus, with developments in storage chips supporting high-speed interfaces and optimized encryption algorithms to meet the demands of AI and supercomputing applications [27]. - Low power consumption will also be a key trend, driven by the proliferation of IoT and edge devices, with new non-volatile memory technologies gradually replacing traditional flash chips [29].

证券日报网讯 7月31日晚间，北京君正发布公告称，自2025年7月31日起，中德证券有限责任公司指定 郝国栋先生接替管仁昊先生担任公司本次交易的独立财务顾问主办人，继续履行独立财务顾问主办人职 责。 （文章来源：证券日报） ...

证券代码：300223 证券简称：北京君正 公告编号：2025-041 北京君正集成电路股份有限公司 关于变更独立财务顾问主办人的公告 近日，公司收到中德证券有限责任公司《关于更换北京君正集成电路股份有 限公司重大资产重组独立财务顾问主办人的说明函》，因工作变动，独立财务顾 问主办人管仁昊先生不再担任本次交易的主办人，为保证相关工作的有序进行， 自 2025 年 7 月 31 日起，中德证券有限责任公司指定郝国栋先生接替管仁昊先生 担任公司本次交易的独立财务顾问主办人，继续履行独立财务顾问主办人职责。 郝国栋先生简历附后。 本次独立财务顾问主办人变更后，中德证券有限责任公司委派的公司本次交 易的独立财务顾问主办人为姜海强先生、郝国栋先生。 特此公告。 北京君正集成电路股份有限公司 董事会 二○二五年七月三十一日 附：郝国栋先生简历 郝国栋先生，中德证券有限责任公司并购重组部主管，保荐代表人。主要 负责或参与的项目包括：北方铜业发行股份购买资产、甘咨询发行股份购买资 产、浩丰科技发行股份购买资产、京城股份非公开发行、海峡创新非公开发行、 广安爱众非公开发行、浩丰科技首次公开发行股票、热景生物首次公开发行股 票等 ...

A股早盘芯片股延续强势，存储方向领涨，东芯股份涨超10%，普冉股份、杭州柯林、兆易创新、北京 君正等涨幅靠前。 ...

关于全资子公司完成工商变更登记的公告 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。 北京君正集成电路股份有限公司（以下简称"公司"）全资子公司上海承裕 资产管理合伙企业（有限合伙）于近日完成了工商变更登记手续，并取得了上海 市嘉定区市场监督管理局换发的《营业执照》，变更后的《营业执照》登记的相 关信息如下： 证券代码：300223 证券简称：北京君正 公告编号：2025-040 北京君正集成电路股份有限公司 统一社会信用代码：91310114350937792Y 出资额：人民币 183408.0498 万元整 类型：有限合伙企业 执行事务合伙人：合肥君正科技有限公司（委派代表:张紧） 特此公告。 北京君正集成电路股份有限公司 名称：上海承裕资产管理合伙企业（有限合伙） 成立日期：2015 年 07 月 21 日 主要经营场所：上海市嘉定区嘉定镇博乐路 70 号 36 幢 4 层 J8082 室 经营范围：资产管理，投资管理，实业投资，投资咨询（除金融、证券）， 企业管理咨询，商务咨询。【依法须经批准的项目，经相关部门批准后方可开展 经营活动】 董事会 二○二 ...