Core Viewpoint - Beijing Junzheng (300223.SZ) announced a correction to its previously disclosed Q3 2025 report, adjusting certain financial figures related to intermediary fees for Hong Kong listing applications [1] Financial Adjustments - Management expenses were reduced by 11.4378 million yuan, resulting in an increase in net profit by the same amount [1] - Cash payments related to operating activities were decreased by 11.4378 million yuan, while cash payments related to financing activities were increased by the same amount [1] - The adjustments do not affect the opening balances or prior period amounts and are not expected to have a significant impact on the financial position or operating results [1]

Core Viewpoint - The company has corrected its third-quarter report, resulting in adjustments to management expenses and net profit, indicating a significant impact on financial statements [2] Financial Adjustments - Management expenses were reduced by 11.4378 million yuan, which positively affects the company's profitability [2] - Net profit was increased by 11.4378 million yuan, reflecting improved financial performance [2] - Cash payments related to operating activities were decreased by 11.4378 million yuan, indicating better cash flow management [2] - Cash payments related to financing activities were increased by 11.4378 million yuan, suggesting changes in the company's financing strategy [2]

证券代码：300223 证券简称：北京君正 公告编号：2025-066 北京君正集成电路股份有限公司 关于 2025 年第三季度报告的更正公告 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。 特别提示：本次更正影响北京君正集成电路股份有限公司（以下简称"公司"） 2025 年第三季度报告中合并资产负债表、合并利润表及合并现金流量表，本次 更正主要调整事项为：调减管理费用 1,143.78 万元、调增净利润 1,143.78 万元、 调减支付其他与经营活动有关的现金 1,143.78 万元、调增支付其他与筹资活动有 关的现金 1,143.78 万元。本次调整不涉及对期初余额及上期发生额的调整，不会 对财务状况和经营成果产生重大影响。 北京 君正 集成 电路股 份有 限公 司 2025 年 10 月 28 日在 巨潮 资讯 网 （http://www.cninfo.com.cn）披露了《2025 年第三季度报告》（公告编号： 2025-063）。经检查发现，公司将支付给中国香港上市申报的相关中介机构费用 计入了当期损益，上述费用应作为发行费用处理，故需对公告中部分 ...

一、 审议通过《关于更正<2025 年第三季度报告>的议案》 证券代码：300223 证券简称：北京君正 公告编号：2025-067 北京君正集成电路股份有限公司 第六届董事会第七次会议决议公告 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"）第六届董事会第七次会 议于 2025 年 11 月 21 日在公司会议室以通讯表决的方式召开，会议通知于 2025 年 11 月 18 日以通讯方式送达。会议应出席董事 12 人，实际出席董事 12 人。本 次会议的召开符合法律、行政法规、部门规章和公司章程的有关规定。会议由公 司董事长刘强先生主持，与会董事认真审议，形成如下决议： 表决结果：同意 12 票；反对 0 票；弃权 0 票；回避 0 票。 特此公告。 北京君正集成电路股份有限公司 董事会 二○二五年十一月二十四日 公司经检查发现，2025年10月28日在巨潮资讯网（http://www.cninfo.com.cn） 披露的《2025 年第三季度报告》（公告编号：2025-063）中，公司将支付给中国 香港上市申 ...

北京君正集成电路股份有限公司 2025 年第三季度报告 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。 北京君正集成电路股份有限公司 2025 年第三季度报告 证券代码：300223 证券简称：北京君正 公告编号：2025-068 3.第三季度财务会计报告是否经过审计 □是 否 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 1 北京君正集成电路股份有限公司 2025 年第三季度报告 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 重要内容提示： | | 本报告期 | 本报告期比上年同期 | 年初至报告期末比上 年初至报告期末 | | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 1,187,388,497.87 | 8.50% | 3,436,500,879.19 | 7.35% | | 归属于上市公司股东 | ...

Core Viewpoint - Beijing Junzheng is a well-known integrated circuit company in China, with a focus on the career trajectory of its Vice President, Huang Lei [1][3]. Group 1: Company Overview - The main business of Beijing Junzheng includes the research and sales of microprocessor chips, smart video chips, ASIC chip products, as well as memory chips and analog chips [3]. - Huang Lei has been with the company since 2009, starting as an IC designer and later becoming the SOC department manager before being promoted to Vice President in May 2018 [3]. Group 2: Executive Compensation - Huang Lei's annual salary for the previous year was 796,000 yuan, making him the highest-paid executive among the company's seven Vice Presidents [3]. - Huang Lei's salary has shown a year-on-year increase, with figures of 552,000 yuan in 2022, 609,000 yuan in 2023, and a projected increase of 187,000 yuan for 2024, representing a growth of over 30% [3]. Group 3: Financial Performance - For the first three quarters of 2025, Beijing Junzheng reported revenue of 3.4365 billion yuan, a year-on-year increase of 7.35% [4]. - The net profit attributable to shareholders was 244 million yuan, reflecting a year-on-year decline of 19.75%, while the net profit after deducting non-recurring gains and losses was 190 million yuan, down 40.29% year-on-year [4].

Group 1 - The A-share market experienced a decline, with the Shanghai Composite Index down by 2.05%, the Shenzhen Component Index down by 2.80%, and the ChiNext Index down by 3.31% as of 14:13 on November 21 [1] - Lenovo Group announced plans to launch a personal super intelligent agent at the Lenovo Innovation Technology Conference next year, which will learn user habits and predict intentions to enhance user experience [1] - Lenovo's CEO Yang Yuanqing expressed confidence that the market will not experience an AI bubble, predicting a shift towards the popularization of AI technology, making it accessible to a broader audience [1] Group 2 - Huatai Securities noted that generative AI is entering a new development stage dominated by AI agents, with a trajectory of "first B2B, then B2C, and finally terminal" [2] - The AI ETF (515070) tracks the CS AI Theme Index (930713), focusing on companies providing technology, foundational resources, and applications in the AI sector, often referred to as the "robot brain" creators [2] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyisheng, and Hikvision, indicating a strong presence in the AI industry [2]

Group 1 - Beijing Junzheng's stock price fell by 5.17% to 80.84 CNY per share, with a trading volume of 377 million CNY and a turnover rate of 1.10%, resulting in a total market capitalization of 39.009 billion CNY [1] - The stock has experienced a continuous decline over three days, with a cumulative drop of 9.26% during this period [1] - The company specializes in the research and sales of microprocessor chips, smart video chips, storage chips, and analog chips, with revenue composition being 61.56% from storage chips, 26.87% from computing chips, 10.84% from analog and interconnect chips, and 0.53% from other sources [1] Group 2 - Huashan Fund holds a significant position in Beijing Junzheng through its fund, with 3,000 shares representing 0.61% of the fund's net value, ranking as the sixth-largest holding [2] - The fund has incurred a floating loss of approximately 13,200 CNY today, with a total floating loss of 26,100 CNY over the three-day decline [2] - The fund manager, Zhang Xu, has a tenure of 5 years and 189 days, with the fund's total asset size at 7.661 billion CNY and a best return of 142.52% during his management [2]

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]