格隆汇1月30日丨北京君正(300223.SZ)在投资者互动平台表示，公司RISC-V CPU为自主研发，目前暂 未与其他厂商合作。 ...

Group 1 - The storage chip concept has seen a short-term surge, with Tai Chi Industry hitting the daily limit up [1] - Hengshuo Co., Ltd. increased by over 17%, indicating strong market interest [1] - Other companies such as Purun Co., Zhongwei Semiconductor, Jintaiyang, Xiechuang Data, and Beijing Junzheng also experienced gains [1]

Market Overview - On January 30, A-shares opened lower across the board, with the Shanghai Composite Index down 25.99 points, a decrease of 0.63%, closing at 4131.99 points [1] - The Shenzhen Component Index fell by 85.94 points, down 0.6%, to 14214.14 points [1] - The CSI 300 Index decreased by 30.79 points, a drop of 0.65%, closing at 4723.08 points [1] - The ChiNext Index declined by 2.97 points, down 0.09%, to 3301.54 points [1] - The STAR 50 Index fell by 6.13 points, a decrease of 0.41%, closing at 1501.51 points [1] Company News - Guizhou Moutai denied rumors of participating in SpaceX's Series A financing, with its stock closing at 1437.72 yuan per share, up 8.61%, and a market cap exceeding 1.8 trillion yuan [2] - BlueFocus expects a net profit of 1.80 billion to 2.20 billion yuan for 2025, recovering from a loss of 2.9 billion yuan in the previous year [2] - Gree Harmony anticipates a net profit of 1.15 billion to 1.30 billion yuan for 2025, representing a year-on-year growth of 104.74% to 131.45% [2] - Jiangbolong forecasts a net profit of 12.50 billion to 15.50 billion yuan for 2025, an increase of 150.66% to 210.82% compared to the previous year [2] - Shenghe Resources expects a net profit of 7.90 billion to 9.10 billion yuan for 2025, a year-on-year increase of 281.28% to 339.20% [3] - Shengyi Electronics projects a net profit of 14.31 billion to 15.13 billion yuan for 2025, a growth of 331.03% to 355.88% [3] - Century Huatong anticipates a net profit of 55.50 billion to 69.80 billion yuan for 2025, a significant increase of 357.47% to 475.34% [4] - Sichuan Gold expects a net profit of 4.2 billion to 4.8 billion yuan for 2025, a growth of 69.23% to 93.40% [5] Industry Insights - The AI application sector is experiencing significant developments, with multiple new models being released, including Alibaba's Qwen3-Max-Thinking and Baidu's Wenxin 5.0 [6] - International copper prices surged, reaching a historic high, which also positively impacted gold and silver prices [7] - The rare earth permanent magnet sector is seeing price increases due to geopolitical risks and U.S. government investments in domestic rare earth companies [8] - The humanoid robot sector is advancing, with a new testing platform launched in Beijing, capable of producing 5,000 units annually [9] - Solid-state batteries are gaining attention as humanoid robots approach commercialization, with demand expected to grow significantly by 2035 [10] - OpenAI is reportedly in talks for substantial investments from major tech companies, indicating strong interest in AI infrastructure [11] - The European chemical industry is facing significant challenges, with a dramatic increase in production capacity closures and a decline in investment [12]

Core Viewpoint - The company expects a growth in net profit for 2025, with projections indicating an increase of 1.05% to 10.05% compared to the previous year, driven by recovery in various downstream markets and improved sales in storage and computing chip products [1][2]. Group 1: Financial Projections - The company anticipates a net profit attributable to shareholders of approximately 370.06 million to 402.99 million yuan for 2025, reflecting a year-on-year growth of 1.05% to 10.05% [1]. - The net profit, excluding non-recurring gains and losses, is projected to be between 307.91 million and 340.85 million yuan, indicating a change of -1.29% to 9.27% year-on-year [1]. Group 2: Market Trends and Revenue Growth - The storage product market is experiencing a cyclical recovery, driven by the gradual recovery of downstream industries such as automotive, industrial, and medical sectors [2]. - The demand for niche DRAM chips is entering an upward cycle, contributing to revenue growth in storage chip products [2]. - The computing chip product line has seen good year-on-year growth due to the application of embedded MPU products in more market areas and enhanced competitiveness in the smart security market [2]. - Continuous product development and market expansion in analog chips have also led to a year-on-year increase in sales revenue for analog and interconnected chips [2]. - The company expects total operating revenue for 2025 to be approximately 4.74 billion yuan, representing a year-on-year growth of about 12.52% [2].

北京君正(300223.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润3.7亿元至4.03亿 元，同比增长1.05%至10.05%。扣除非经常性损益后的净利润3.08亿元至3.41亿元。 ...

北京君正（300223）(300223.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润3.7亿 元至4.03亿元，同比增长1.05%至10.05%。扣除非经常性损益后的净利润3.08亿元至3.41亿元。 ...

Core Viewpoint - Beijing Junzheng (300223.SZ) expects a net profit attributable to shareholders of 370 million to 403 million yuan in 2025, representing a year-on-year growth of 1.05% to 10.05% [1] Group 1: Market Recovery and Demand Growth - The storage product market demand is showing a cyclical recovery trend as downstream industries such as automotive, industrial, and medical gradually recover [1] - The demand for niche DRAM chips has entered an upward cycle since the second half of 2025, further driving revenue growth for storage chip products [1] Group 2: Revenue Growth in Chip Products - The revenue from storage chip sales has increased year-on-year due to the favorable market conditions [1] - The computing chip product line has seen good year-on-year growth, driven by the application of embedded MPU products in more market areas and enhanced competitiveness in the smart security market [1] - Continuous product development and market expansion in analog chips have led to a year-on-year increase in sales revenue for analog and interconnected chips [1]

证券代码：300223 证券简称：北京君正 公告编号：2026-003 北京君正集成电路股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 一、本期业绩预计情况 DRAM 芯片市场需求进入上行周期，进一步带动了存储芯片产品的收入增长，公司存储芯片 销售收入同比增长。计算芯片产品线方面，随着嵌入式 MPU 产品在更多市场领域获得应用， 以及公司在智能安防市场产品竞争力的不断提升，公司计算芯片产品收入实现了较好的同 比增长。公司模拟芯片持续进行产品研发和市场拓展，带动了模拟与互联芯片销售收入的 同比增长。 2、业绩预告情况：自愿性业绩预告 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | 本会计年度 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | 比上年同期 | 37,005.9 | ～ | 40,299.95 | 36,620.21 | | 东的净利润 | 增长 | 1.05% | ～ | 10.05% | | | 扣除非经常性损益 | ...

Group 1 - The core viewpoint of the news highlights the performance of the AI-themed index and ETF, with notable gains in specific stocks like iFlytek and Kunlun Wanwei, while the AI ETF shows significant trading volume and growth in assets [1][2] - As of January 28, the AI-themed ETF has a total asset size of 34.06 billion yuan, with a recent increase of 2.24 million shares over the past six months, indicating strong investor interest [1][2] - The AI-themed index consists of 50 companies involved in providing resources, technology, and application support for artificial intelligence, with the top ten stocks accounting for 58.08% of the index [2] Group 2 - The storage chip supply tightness and price increases driven by the AI infrastructure boom are expected to persist until 2027, potentially leading to a systematic upcycle in the chip industry [2] - Domestic chip manufacturers are expected to raise prices, reflecting enhanced pricing power and accelerated localization, which may improve gross margins and cash flow, supporting R&D and expansion [2] - The AI ETF closely tracks the performance of the AI-themed index, which is designed to reflect the overall performance of listed companies in the AI sector [2]

Group 1 - The core viewpoint is that niche storage, particularly in the context of AI demand, is expected to open up new growth opportunities beyond the existing market, with price adjustments for products like MCU and NOR Flash ranging from 15% to 50% [1] - AI demand is anticipated to drive incremental growth in niche storage, with increasing requirements for NOR Flash capacity due to the growth of AI terminal BIOS programs and code volume [1] - The supply of niche storage products is being significantly reduced as major international suppliers focus on mainstream storage products, leading to a tightening market for products like MLC NAND Flash, which is projected to see a 41.7% reduction in global capacity by 2026 [2] Group 2 - Domestic manufacturers are positioned strongly in the niche storage market, with companies like Zhaoyi Innovation and Puran achieving significant market shares in NOR Flash and SLC NAND, indicating a competitive advantage as global suppliers exit the niche storage sector [3] - The market share of domestic firms in niche storage is expected to benefit from the ongoing supply constraints caused by the withdrawal of overseas manufacturers, enhancing their competitive position [3] - Investment opportunities are identified in various domestic storage chip design firms and semiconductor equipment companies, highlighting a broad range of potential beneficiaries from the niche storage market dynamics [4]