截至12月31日，北京君正股东户数8.24万，较上期减少6.17%；人均流通股5101股，较上期增加6.58%。 2025年1月-9月，北京君正实现营业收入34.37亿元，同比增长7.35%；归母净利润2.56亿元，同比减少 15.99%。 1月8日，北京君正盘中下跌2.02%，截至13:32，报121.50元/股，成交31.04亿元，换手率5.99%，总市值 586.29亿元。 分红方面，北京君正A股上市后累计派现4.39亿元。近三年，累计派现1.83亿元。 机构持仓方面，截止2025年9月30日，北京君正十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股808.96万股，相比上期增加170.68万股。易方达创业板ETF（159915）位居第七大流通股 东，持股683.97万股，相比上期减少114.88万股。南方中证500ETF（510500）位居第九大流通股东，持 股491.86万股，相比上期减少10.46万股。华夏国证半导体芯片ETF（159995）位居第十大流通股东，持 股411.03万股，相比上期减少150.71万股。 资金流向方面，主力资金净流出2.73亿元，特大单买入2.90亿元，占 ...

国泰创业板人工智能ETF（159388）成立日期2025年3月26日，最新规模2.72亿。今年以来收益2.88%， 同类排名1389/5488；成立以来收益108.45%。 国泰创业板人工智能ETF（159388）基金经理为麻绎文。 资料显示，北京君正集成电路股份有限公司位于北京市海淀区西北旺东路10号院东区14号楼A座一至三 层,香港铜锣湾勿地臣街1号时代广场2座31楼，成立日期2005年7月15日，上市日期2011年5月31日，公 司主营业务涉及微处理器芯片、智能视频芯片等ASIC芯片产品及整体解决方案的研发与销售;存储芯片 和模拟芯片的研发和销售。主营业务收入构成为：存储芯片61.56%，计算芯片26.87%，模拟与互联芯 片10.84%，其他0.53%，其他(补充)0.21%。 从基金十大重仓股角度 数据显示，国泰基金旗下1只基金重仓北京君正。国泰创业板人工智能ETF（159388）三季度增持4.3万 股，持有股数6.45万股，占基金净值比例为2.11%，位居第八大重仓股。根据测算，今日浮盈赚取约 46.38万元。 截至发稿，麻绎文累计任职时间2年153天，现任基金资产总规模101.48亿元，任职期间 ...

截至12月19日，北京君正股东户数8.79万，较上期增加2.95%；人均流通股4786股，较上期减少2.86%。 2025年1月-9月，北京君正实现营业收入34.37亿元，同比增长7.35%；归母净利润2.56亿元，同比减少 15.99%。 分红方面，北京君正A股上市后累计派现4.39亿元。近三年，累计派现1.83亿元。 北京君正今年以来股价涨6.86%，近5个交易日涨1.73%，近20日涨23.93%，近60日涨26.25%。 资料显示，北京君正集成电路股份有限公司位于北京市海淀区西北旺东路10号院东区14号楼A座一至三 层,香港铜锣湾勿地臣街1号时代广场2座31楼，成立日期2005年7月15日，上市日期2011年5月31日，公 司主营业务涉及微处理器芯片、智能视频芯片等ASIC芯片产品及整体解决方案的研发与销售;存储芯片 和模拟芯片的研发和销售。主营业务收入构成为：存储芯片61.56%，计算芯片26.87%，模拟与互联芯 片10.84%，其他0.53%，其他(补充)0.21%。 北京君正所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：MCU概念、手势识别、半 导体、集成电路、芯片概念等。 资 ...

12月29日，北京君正跌0.36%，成交额31.79亿元。两融数据显示，当日北京君正获融资买入额3.77亿 元，融资偿还3.90亿元，融资净买入-1265.40万元。截至12月29日，北京君正融资融券余额合计26.42亿 元。 融资方面，北京君正当日融资买入3.77亿元。当前融资余额26.18亿元，占流通市值的4.89%，融资余额 超过近一年50%分位水平，处于较高位。 融券方面，北京君正12月29日融券偿还1.05万股，融券卖出1300.00股，按当日收盘价计算，卖出金额 14.43万元；融券余量21.58万股，融券余额2395.28万元，超过近一年90%分位水平，处于高位。 资料显示，北京君正集成电路股份有限公司位于北京市海淀区西北旺东路10号院东区14号楼A座一至三 层,香港铜锣湾勿地臣街1号时代广场2座31楼，成立日期2005年7月15日，上市日期2011年5月31日，公 司主营业务涉及微处理器芯片、智能视频芯片等ASIC芯片产品及整体解决方案的研发与销售;存储芯片 和模拟芯片的研发和销售。主营业务收入构成为：存储芯片61.56%，计算芯片26.87%，模拟与互联芯 片10.84%，其他0.53%，其 ...

Core Viewpoint - Beijing Junzheng's stock price increased by 20.00% on December 1, with a trading volume of 6.298 billion yuan, indicating strong market interest and activity [1]. Financing Summary - On December 1, Beijing Junzheng had a financing buy-in of 642 million yuan and a repayment of 779 million yuan, resulting in a net financing outflow of 137 million yuan [1]. - The total financing and securities lending balance reached 3.008 billion yuan, with the financing balance of 2.987 billion yuan accounting for 6.50% of the circulating market value, which is above the 80th percentile of the past year [1]. - In terms of securities lending, 800 shares were repaid while 66,300 shares were sold, amounting to 6.3171 million yuan at the closing price, with a remaining securities lending balance of 2.142 million yuan, also above the 90th percentile of the past year [1]. Company Overview - Beijing Junzheng Integrated Circuit Co., Ltd. was established on July 15, 2005, and listed on May 31, 2011. The company 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 November 28, the number of shareholders reached 95,300, an increase of 1.97%, with an average of 4,413 circulating shares per person, a decrease of 1.94% [2]. Financial Performance - For the period from January to September 2025, Beijing Junzheng reported a revenue of 3.437 billion yuan, a year-on-year increase of 7.35%, while the net profit attributable to shareholders decreased by 15.99% to 256 million yuan [2]. Dividend Information - Since its A-share listing, Beijing Junzheng has distributed a total of 439 million yuan in dividends, with 183 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which increased its holdings by 1.7068 million shares to 8.0896 million shares [3]. - The E Fund Growth ETF and Southern CSI 500 ETF saw reductions in their holdings by 1.1488 million shares and 104,600 shares, respectively [3].

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 - 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 - Beijing Junzheng's stock price has experienced fluctuations, with a year-to-date increase of 25.57% but a recent decline of 11.05% over the past five trading days [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 [1][2] - The company was established on July 15, 2005, and went public on May 31, 2011 [1] Financial Performance - For the period from January to September 2025, Beijing Junzheng reported a revenue of 3.437 billion yuan, representing a year-on-year growth of 7.35%, while the net profit attributable to shareholders decreased by 19.75% to 244 million yuan [2] - Cumulative cash dividends since the A-share listing amount to 439 million yuan, with 183 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 6.03% to 108,100, with an average of 3,891 circulating shares per person, a decrease of 5.68% [2] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3]

Core Viewpoint - Beijing Junzheng's stock price increased by 1.94% on November 17, with a trading volume of 3.466 billion yuan, indicating strong market interest and activity in the company's shares [1] Financing Summary - On November 17, Beijing Junzheng had a financing buy-in amount of 443 million yuan, with a repayment of 379 million yuan, resulting in a net financing purchase of 64.08 million yuan [1] - The total financing and securities lending balance for Beijing Junzheng reached 3.306 billion yuan as of November 17 [1] - The current financing balance of 3.285 billion yuan accounts for 7.25% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1] Securities Lending Summary - On November 17, Beijing Junzheng repaid 1,000 shares in securities lending and sold 7,100 shares, amounting to 667,000 yuan based on the closing price [1] - The remaining securities lending volume is 22,920 shares, with a securities lending balance of 21.5362 million yuan, also exceeding the 90th percentile level over the past year, reflecting a high level of short selling activity [1] Company Overview - Beijing Junzheng Integrated Circuit Co., Ltd. was established on July 15, 2005, and listed on May 31, 2011, focusing on the research and sales of microprocessor chips, smart video chips, storage chips, and analog chips [2] - The revenue composition of the company includes storage chips (61.56%), computing chips (26.87%), analog and interconnect chips (10.84%), and others (0.53%) [2] - As of September 30, 2025, the company reported a revenue of 3.437 billion yuan, a year-on-year increase of 7.35%, while the net profit attributable to shareholders decreased by 19.75% to 244 million yuan [2] Dividend Summary - Since its A-share listing, Beijing Junzheng has distributed a total of 439 million yuan in dividends, with 183 million yuan distributed over the past three years [3] Institutional Holdings Summary - As of September 30, 2025, the top ten circulating shareholders of Beijing Junzheng include Hong Kong Central Clearing Limited, which increased its holdings by 1.7068 million shares to 8.0896 million shares [3] - The E Fund ChiNext ETF and Southern CSI 500 ETF reduced their holdings by 1.1488 million shares and 104,600 shares, respectively [3]

Group 1 - Beijing Junzheng Integrated Circuit Co., Ltd. experienced a stock price increase of 5.01%, reaching 96.78 CNY per share, with a trading volume of 1.945 billion CNY and a turnover rate of 4.87%, resulting in a total market capitalization of 46.7 billion CNY [1] - The company, 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 [1] - The revenue composition of the company's main business includes storage chips at 61.56%, computing chips at 26.87%, analog and interconnect chips at 10.84%, and other products at 0.53% [1] Group 2 - The Fuguo Fund's Fuguo ChiNext AI ETF (159246) holds 280,700 shares of Beijing Junzheng, accounting for 2.11% of the fund's net value, making it the eighth largest holding [2] - The Fuguo ChiNext AI ETF has a total scale of 1.182 billion CNY and has achieved a return of 54.07% since its inception on July 2, 2025 [2] Group 3 - The fund manager of Fuguo ChiNext AI ETF is Yin Qinyi, who has been in the position for 1 year and 118 days, managing assets totaling 6.717 billion CNY [3] - During the manager's tenure, the best fund return was 57.11%, while the worst return was -10.3% [3]