Group 1 - The A-share market saw all three major indices rise, with the Shanghai Composite Index increasing by 0.37%, driven by gains in sectors such as computers, media, and non-ferrous metals, while banks and conglomerates experienced declines [1] - The chip technology sector showed strong performance, with the Chip ETF (159995.SZ) rising by 1.23%, and notable increases in component stocks such as Haiguang Information (+5.76%), Longxin Zhongke (+5.08%), and Lanke Technology (+3.47%) [1] Group 2 - NVIDIA's founder and CEO Jensen Huang announced the launch of the Rubin platform at CES 2026, which consists of six new chips designed for building extraordinary AI supercomputers, including VeraCPU, RubinGPU, and NVLink6 switch [3] - According to Cinda Securities, the launch of the Rubin platform marks a new era in AI computing power, with a complete transformation of global computing facilities towards the "AI factory" paradigm [3] - The Rubin platform's collaborative design is expected to significantly enhance performance, with potential increases in value across multiple segments such as computing power, storage, and infrastructure investment [3] - The Chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry, including SMIC, Cambricon, and Changdian Technology [3]

（文章来源：每日经济新闻） 每经AI快讯，1月14日，存储器指数强势拉升，成分股表现亮眼，佰维存储涨停，江波龙上涨4.81%， 德明利上涨3.97%，北京君正上涨3.42%，恒烁股份上涨3.38%。 ...

Core Insights - The dedicated storage chip market is experiencing growth driven by the rapid development of AI and smart automotive sectors, with a projected market size of $15.7 billion by 2025 and $19.5 billion by 2026 [1][4]. Industry Definition and Classification - Storage chips, also known as semiconductor memory, are essential components in modern digital systems, with dedicated storage chips having specific application needs or competitive advantages in niche markets. The main categories currently in use include NOR Flash, SLC NAND Flash, and niche DRAM [2][4]. Industry Development Status - The overall storage chip industry exhibits cyclical characteristics, with strong growth potential fueled by ongoing demand in AI and cloud infrastructure. The dedicated storage chip market is expected to grow significantly, particularly in the smart automotive and consumer electronics sectors [4][6]. Market Size Projections - By 2025, the global dedicated storage chip market is expected to reach $15.7 billion, with NOR Flash at $3.1 billion (19.75%), SLC NAND Flash at $2.7 billion (17.20%), and niche DRAM at $9.9 billion (63.06%). By 2026, projections indicate a market size of $19.5 billion, with NOR Flash at $3.8 billion (19.49%), SLC NAND Flash at $3.5 billion (17.95%), and niche DRAM at $12.2 billion (62.56%) [6][12]. Industry Chain - The dedicated storage chip industry chain includes upstream materials such as silicon wafers and photolithography materials, midstream design and manufacturing, and downstream applications in enterprise storage, consumer SSDs, and cloud storage services [8][10]. Policy Environment - Recent government policies have provided ongoing support for the integrated circuit industry, increasing domestic demand for local alternatives and creating more market opportunities for domestic integrated circuit companies [10][12]. Competitive Landscape - The global NOR Flash market is characterized by a stable and highly concentrated competitive landscape, with a CR3 of 63.2% in 2024. The SLC NAND Flash market is primarily dominated by overseas and Taiwan manufacturers, while DRAM is led by major companies from South Korea and the USA. Domestic companies are increasingly investing in R&D for dedicated storage chips, expanding their market share [12][14]. Key Companies - Major players in the dedicated storage chip industry include: - **GigaDevice**: A diversified chip design company focusing on Flash, niche DRAM, and other semiconductor products, achieving significant revenue from storage chips [13][14]. - **Beijing Junzheng**: Specializes in computing and storage chips, with a strong presence in automotive and industrial sectors following its acquisition of ISSI [13][14]. Industry Trends - The demand for storage chips is surging due to the explosion of AI computing power, the smart automotive sector, and accelerated data center construction. The dedicated storage chip industry in China is undergoing a structural transformation driven by AI and smart automotive technologies [14][15].

证券代码：300223 证券简称：北京君正 公告编号：2026-001 北京君正集成电路股份有限公司 关于子公司为子公司提供担保的公告 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、担保情况概述 近期，为保证北京君正集成电路股份有限公司（以下简称"公司"）全资子 公司英属开曼群岛商矽成科技股份有限公司台湾分公司（以下简称"ISSI开曼台 湾分公司"）的生产经营需要，公司全资子公司美商矽成积体电路股份有限公司 （Integrated Silicon Solution, Inc., "ISSI"）与上海华力微电子有限公司 （以下简 称"华力微电子"）就ISSI开曼台湾分公司向其采购订单需支付的货款提供担保， 并签署了《保证函》。 根据《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范 运作》等相关规定，本次担保事项属于上市公司全资子公司为上市公司合并报表 范围内的子公司的分公司提供担保，ISSI 已就担保事项履行了相应的审议程序， 该事项无需提交公司董事会或股东会审议。 二、被担保人基本情况 英属开曼群岛商矽成科技股份有限公司台湾分公司 成立 ...

Core Viewpoint - Beijing Junzheng's stock price has shown significant growth recently, with a year-to-date increase of 14.58% and a 60-day increase of 38.21%, despite a slight decline of 2.02% on January 8 [1] Group 1: Company Overview - Beijing Junzheng Integrated Circuit Co., Ltd. specializes in the research and sales of microprocessor chips, smart video chips, storage chips, and analog chips, with a revenue composition of 61.56% from storage chips, 26.87% from computing chips, and 10.84% from analog and interconnect chips [1] - The company was established on July 15, 2005, and went public on May 31, 2011 [1] Group 2: Financial Performance - For the period from January to September 2025, Beijing Junzheng achieved an operating income of 3.437 billion yuan, representing a year-on-year growth of 7.35%, while the net profit attributable to shareholders decreased by 15.99% to 256 million yuan [2] - The company has distributed a total of 439 million yuan in dividends since its A-share listing, with 183 million yuan distributed in the last three years [3] Group 3: Shareholder Information - As of December 31, the number of shareholders for Beijing Junzheng was 82,400, a decrease of 6.17% from the previous period, with an average of 5,101 circulating shares per person, an increase of 6.58% [2] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in holdings among the top ten circulating shareholders [3]

Group 1 - The core viewpoint of the news is that the storage chip sector is experiencing a significant surge driven by global demand, particularly due to AI computing needs, with A-shares following the upward trend seen in U.S. markets [3][5] - As of January 6, 2023, major U.S. storage companies saw substantial stock price increases, with Micron Technology rising over 10% and Western Digital increasing by over 16%, marking the largest single-day gain in over five years [3] - The CES exhibition highlighted advancements in the chip and storage industry, with NVIDIA introducing a new AI platform and SK Hynix showcasing innovative memory products, indicating a strong demand for high-bandwidth and large-capacity storage solutions [5][6] Group 2 - The Chip 50 ETF (516920) has seen a rise of over 2%, with a trading volume exceeding 46 million yuan, reflecting strong market interest in the sector [1][3] - The top ten component stocks of the Chip 50 ETF account for 57.21% of the total index, indicating a concentrated investment in leading companies within the semiconductor industry [6] - Predictions from TrendForce suggest that NAND flash memory contract prices will increase by 33%-38% in the upcoming quarter, while traditional DRAM prices are expected to rise by 55%-60%, signaling robust growth potential in the memory chip market [5][6]

Group 1 - The core viewpoint of the article is that Beijing Junzheng (300223) is actively applying its NPU technology in its computing chip products, targeting markets such as AIOT and smart vision [1] Group 2 - The company has engaged with investors through an interactive platform, indicating a commitment to transparency and communication [1] - The focus on AIOT and smart vision markets suggests a strategic alignment with current technological trends and consumer demands [1]

Group 1 - The core viewpoint of the article highlights that ISSI will showcase its various storage products at the CES 2026 exhibition and has set up a negotiation area for discussions with clients [2] Group 2 - The event mentioned is the CES 2026, which is a significant platform for technology and innovation [2] - The company is actively engaging with potential customers by inviting them to the negotiation area during the exhibition [2]

Group 1 - The company, Beijing Junzheng (300223), has indicated that it has pre-stocked certain DRAM products in response to market conditions [1] - The company plans to enhance collaboration and communication with its foundry partners moving forward [1]

Group 1 - The core point of the article is that Beijing Junzheng has reported a total of 82,447 shareholder accounts as of December 31 [2]