Ingenic(SZ:300223) Xin Lang Zheng Quan·2025-09-30 01:25Core Viewpoint - Beijing Junzheng's stock performance shows a mixed trend with significant financing activities and a stable revenue growth in recent periods [1][2]. Group 1: Stock Performance - On September 29, Beijing Junzheng's stock rose by 1.45% with a trading volume of 1.558 billion yuan [1]. - The financing buy-in amount for the day was 234 million yuan, while the financing repayment was 299 million yuan, resulting in a net financing outflow of 64.70 million yuan [1]. - As of September 29, the total financing and securities lending balance for Beijing Junzheng was 3.407 billion yuan [1]. Group 2: Financing and Securities Lending - The financing balance stood at 3.395 billion yuan, accounting for 8.48% of the circulating market value, which is above the 90th percentile level over the past year [1]. - On the same day, the company repaid 17,700 shares in securities lending and sold 1,300 shares, with a selling amount of 107,900 yuan based on the closing price [1]. - The remaining securities lending volume was 147,100 shares, with a balance of 12.2118 million yuan, also exceeding the 80th percentile level over the past year [1]. Group 3: Company Overview - Beijing Junzheng, established on July 15, 2005, and listed on May 31, 2011, specializes in the research and sales of microprocessor chips, smart video chips, storage chips, and analog chips [2]. - The revenue composition includes storage chips (61.56%), computing chips (26.87%), analog and interconnect chips (10.84%), and others (0.53%) [2]. - As of September 19, the number of shareholders increased to 101,900, with an average of 4,125 circulating shares per person, a decrease of 8.36% from the previous period [2]. Group 4: Financial Performance - For the first half of 2025, Beijing Junzheng reported a revenue of 2.249 billion yuan, reflecting a year-on-year growth of 6.75%, and a net profit attributable to shareholders of 203 million yuan, up by 2.85% [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 5: Institutional Holdings - As of June 30, 2025, the sixth largest circulating shareholder is E Fund's ChiNext ETF, holding 7.9885 million shares, an increase of 156,000 shares from the previous period [3]. - Hong Kong Central Clearing Limited is the eighth largest shareholder, holding 6.3828 million shares, a decrease of 1.6953 million shares [3]. - The ninth largest shareholder is Huaxia National Semiconductor Chip ETF, with 5.6174 million shares, an increase of 348,600 shares [3].