资金流向方面，主力资金净流出5875.32万元，特大单买入3358.74万元，占比5.07%，卖出4600.85万 元，占比6.95%；大单买入1.20亿元，占比18.15%，卖出1.67亿元，占比25.15%。 11月20日，北京君正盘中下跌2.01%，截至10:08，报85.51元/股，成交6.62亿元，换手率1.82%，总市值 412.62亿元。 截至9月30日，北京君正股东户数10.81万，较上期增加6.03%；人均流通股3891股，较上期减少5.68%。 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2.44亿元，同比减少 19.75%。 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 ...

| | 11/ 1 - 1 - 11/2 / | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 应用产品 | 模拟摄像机 | 网络摄像机(IPC) | 数字录像机 (DVR/XVR) | 网络录像机(NVR) | 工业相机 | 工业内窥镜 | 医疗内窥镜 | | 产品型号 | FH8556 系列 | FH8856 | MC6670 | MC6880 | FH8656 | FH6210 | FH8626 | | 应用图示 | | | | | | | | | | | | | | | | 门 | | | | | | | | | 17 | | | | | | | | | 时 | | | A | 1 | 44 14 | | --- | --- | --- | --- | | 100 | | | 4 | | 应用产品 | AI/AR 眼镜 | 家用摄像机 | 视频会议终 | 家电摄像头 | 民用无人机 | 智能门铃 | 智能门锁 | 智能中控 | 电子价签 | POS 机 | 电子相册 | 儿童相机 | | --- | --- | --- ...

11月17日，北京君正涨1.94%，成交额34.66亿元。两融数据显示，当日北京君正获融资买入额4.43亿 元，融资偿还3.79亿元，融资净买入6408.04万元。截至11月17日，北京君正融资融券余额合计33.06亿 元。 融资方面，北京君正当日融资买入4.43亿元。当前融资余额32.85亿元，占流通市值的7.25%，融资余额 超过近一年90%分位水平，处于高位。 截至9月30日，北京君正股东户数10.81万，较上期增加6.03%；人均流通股3891股，较上期减少5.68%。 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2.44亿元，同比减少 19.75%。 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4 ...

11月17日，北京君正涨5.01%，截至发稿，报96.78元/股，成交19.45亿元，换手率4.87%，总市值467.00 亿元。 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，富国基金旗下1只基金重仓北京君正。富国创业板人工智能ETF（159246）三季度持有股数 28.07万股，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129.68万元。 富国创业板人工智能ETF（159246）基金经理为殷钦怡。 截至发稿，殷钦怡累计任职时间1年118天，现任基金资产总规模67.17亿元，任职期间最佳基金回报 57.11%， 任职期间最差基金回报-10. ...

Core Points - Beijing Junzheng experienced a decline of 5.05%, trading at 87.28 CNY per share with a total market capitalization of 42.116 billion CNY as of the report date [1] Company Overview - Beijing Junzheng Integrated Circuit Co., Ltd. was established on July 15, 2005, and listed on May 31, 2011. The company is located in Haidian District, Beijing, and specializes in the research and sales of microprocessor chips, smart video chips, and other ASIC chip products, as well as storage and analog chips [1] - 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% [1] Fund Holdings - One fund under AVIC Fund holds a significant position in Beijing Junzheng, specifically the AVIC Smart Selection Leading Mixed Fund A (024388), which held 40,600 shares, accounting for 4.83% of the fund's net value, making it the tenth largest holding [2] - The estimated floating loss for the fund today is approximately 188,400 CNY [2] Fund Manager Performance - The fund manager Zheng Changbin has been in position for 131 days, with the fund's total asset size at 74.8796 million CNY, achieving a best return of 8.75% and a worst return of 8.5% during his tenure [3] - The other fund manager Wang Sen has been in position for 2 years and 36 days, managing assets totaling 2.85 billion CNY, with a best return of 161.89% and a worst return of 8.55% during his tenure [3]

Core Viewpoint - Beijing Junzheng's stock price increased by 5%, reaching 94.49 CNY per share, with a trading volume of 3.93 billion CNY and a turnover rate of 10.20%, resulting in a total market capitalization of 45.595 billion CNY [1] Company Overview - Beijing Junzheng Integrated Circuit Co., Ltd. was established on July 15, 2005, and listed on May 31, 2011. The company is located in Haidian District, Beijing, and specializes in the research and sales of microprocessor chips, smart video chips, and other ASIC chip products, as well as storage and analog chips [1] - The revenue composition of the company's main business includes: storage chips 61.56%, computing chips 26.87%, analog and interconnect chips 10.84%, and others 0.53% [1] Fund Holdings - One fund under Dongcai has a significant holding in Beijing Junzheng. The Dongcai Huixin Preferred Mixed Fund A (019113) held 6,500 shares in the second quarter, accounting for 4.93% of the fund's net value, ranking as the seventh largest holding. The estimated floating profit today is approximately 29,200 CNY [2] - The Dongcai Huixin Preferred Mixed Fund A was established on October 31, 2023, with a latest scale of 8.8871 million CNY. Year-to-date return is 12.83%, ranking 5,483 out of 8,226 in its category; the one-year return is 9.1%, ranking 5,951 out of 8,099; and since inception, the return is 15.88% [2] Fund Manager Information - The fund manager of Dongcai Huixin Preferred Mixed Fund A is Luo Shen, who has been in the position for 258 days. The total asset size of the fund is 30.017 million CNY, with the best fund return during the tenure being 12.08% and the worst being -16.78% [3]

Core Viewpoint - Beijing Junzheng's stock price increased by 5% to 87.54 CNY per share, with a trading volume of 721 million CNY and a turnover rate of 1.98%, resulting in a total market capitalization of 42.242 billion CNY [1] Company Overview - Beijing Junzheng Integrated Circuit Co., Ltd. was established on July 15, 2005, and listed on May 31, 2011. The company is located in Haidian District, Beijing, and specializes in the research and sales of ASIC chip products, including microprocessor chips and smart video chips, as well as storage and analog chips [1] - The revenue composition of the company's main business includes: storage chips 61.56%, computing chips 26.87%, analog and interconnect chips 10.84%, and others 0.53% [1] Shareholder Information - E Fund's Chuangye ETF (159915) is among the top ten circulating shareholders of Beijing Junzheng, having increased its holdings by 156,000 shares in the second quarter, totaling 7.9885 million shares, which accounts for 1.9% of the circulating shares. The estimated floating profit today is approximately 33.3121 million CNY [2] - The E Fund Chuangye ETF was established on September 20, 2011, with a latest scale of 85.537 billion CNY. Year-to-date returns are 44.76%, ranking 618 out of 4218 in its category; the one-year return is 40.48%, ranking 824 out of 3875; and since inception, the return is 248.4% [2] - The fund managers, Cheng Xi and Liu Shurong, have tenures of 9 years and 8 years respectively, with total fund assets of 195.312 billion CNY and 112.299 billion CNY. Their best and worst fund returns during their tenures are 131.04%/-67.89% and 194.12%/-48.01% respectively [2]

Core Viewpoint - Beijing Junzheng's stock price dropped by 5.02% to 85.52 CNY per share, with a trading volume of 2.018 billion CNY and a turnover rate of 5.47%, resulting in a total market capitalization of 41.267 billion CNY [1] Group 1: Company Overview - Beijing Junzheng Integrated Circuit Co., Ltd. is located in Haidian District, Beijing, and was established on July 15, 2005, with its listing date on May 31, 2011 [1] - The company's main business involves the research and sales of microprocessor chips, smart video chips, storage chips, and analog chips [1] - Revenue composition includes: storage chips 61.56%, computing chips 26.87%, analog and interconnect chips 10.84%, and others 0.53% [1] Group 2: Shareholder Information - Southern Fund's Southern CSI 500 ETF (510500) entered the top ten circulating shareholders of Beijing Junzheng in the second quarter, holding 5.0232 million shares, which is 1.19% of the circulating shares [2] - The estimated floating loss for this ETF today is approximately 22.7051 million CNY [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a latest scale of 113.438 billion CNY and a year-to-date return of 28.06% [2] Group 3: Fund Performance - The fund manager of Southern CSI 500 ETF is Luo Wenjie, who has a tenure of 12 years and 182 days, with a total asset scale of 138.999 billion CNY [3] - The best fund return during his tenure is 150%, while the worst return is -47.6% [3] Group 4: Additional Fund Holdings - Southern Fund's Southern Growth Enterprise AI ETF (159382) holds 14,400 shares of Beijing Junzheng, accounting for 2.71% of the fund's net value, ranking as the ninth largest holding [4] - The estimated floating loss for this ETF today is about 65,100 CNY [4] - The Southern Growth Enterprise AI ETF was established on April 23, 2025, with a latest scale of 3.6798 million CNY and a return of 70.79% since inception [4] Group 5: Fund Manager Information - The fund manager of Southern Growth Enterprise AI ETF is Pan Shuiyang, with a tenure of 1 year and 225 days and a total asset scale of 4.181 billion CNY [5] - The best fund return during his tenure is 70.07%, while the worst return is -6.44% [5]

Core Viewpoint - Beijing Junzheng's stock price dropped by 6.67% on October 10, with a trading volume of 4.105 billion yuan, indicating market volatility and investor sentiment concerns [1] Financing Summary - On October 10, Beijing Junzheng had a financing buy-in amount of 545 million yuan and a financing repayment of 578 million yuan, resulting in a net financing outflow of 33.13 million yuan [1] - The total financing and margin trading balance for Beijing Junzheng reached 3.083 billion yuan, with the financing balance of 3.067 billion yuan accounting for 7.08% of the circulating market value, which is above the 90th percentile level over the past year [1] - In terms of margin trading, 6,600 shares were repaid and 1,200 shares were sold on October 10, with a selling amount of 107,700 yuan at the closing price [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] - As of September 30, the number of shareholders reached 108,100, an increase of 6.03%, while the average circulating shares per person decreased by 5.68% [2] - For the first half of 2025, Beijing Junzheng reported a revenue of 2.249 billion yuan, a year-on-year increase of 6.75%, and a net profit attributable to shareholders of 203 million yuan, up 2.85% year-on-year [2] Dividend and Shareholding Summary - Since its A-share listing, Beijing Junzheng has distributed a total of 439 million yuan in dividends, with 183 million yuan distributed in the last three years [3] - As of June 30, 2025, major shareholders include E Fund's ChiNext ETF, which increased its holdings by 156,000 shares to 7.9885 million shares, while Hong Kong Central Clearing Limited reduced its holdings by 169,530 shares to 6.3828 million shares [3]

Group 1 - Beijing Junzheng's stock price increased by 5.06%, reaching 93.51 CNY per share, with a trading volume of 846 million CNY and a turnover rate of 2.17%, resulting in a total market capitalization of 45.122 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 Beijing Junzheng includes 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 - Guotai Fund has a significant holding in Beijing Junzheng through the Guotai Growth Enterprise Board Artificial Intelligence ETF (159388), which held 21,500 shares in the second quarter, accounting for 2.7% of the fund's net value [2] - The Guotai Growth Enterprise Board Artificial Intelligence ETF has a current scale of 55.0601 million CNY and has achieved a return of 78.91% since its inception on March 26, 2025 [2] Group 3 - The fund manager of the Guotai Growth Enterprise Board Artificial Intelligence ETF is Ma Yiwen, who has been in the position for 2 years and 64 days, managing a total asset scale of 6.894 billion CNY [3] - During Ma Yiwen's tenure, the best fund return was 100.53%, while the worst return was 0.49% [3]