300223 君正股份
已收盘 11-13 15:00:00
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存储芯片股走强 君正股份（03223）涨5.14% 机构料明年全球AI需求仍有较强支撑
金吾财讯 · 11-12 10:00
存储芯片股走强 君正股份（03223）涨5.14% 机构料明年全球AI需求仍有较强支撑
【机构调研记录】博时基金调研君正股份
证券之星 · 11-12 08:01
【机构调研记录】博时基金调研君正股份
君正股份：目前暂无并购计划
证券之星 · 11-11 20:52
君正股份：目前暂无并购计划
君正股份：公司存储芯片已在工业机器人、酒店服务机器人等领域实现应用
证券之星 · 11-11 20:52
君正股份：公司存储芯片已在工业机器人、酒店服务机器人等领域实现应用
君正股份：公司本次将回购股份用途变更为注销并相应减少注册资本
证券之星 · 11-11 20:51
君正股份：公司本次将回购股份用途变更为注销并相应减少注册资本
君正股份：X3000是公司面向端侧智能商业与工业应用的新一代计算芯片
证券之星 · 11-11 20:51
君正股份：X3000是公司面向端侧智能商业与工业应用的新一代计算芯片
君正股份：相关产能预计将于明年下半年或28年陆续释放并投入市场
南方财经网 · 11-11 18:35
君正股份：相关产能预计将于明年下半年或28年陆续释放并投入市场
君正股份：DMSIRLED已有多个客户项目定点导入，明年将逐步贡献营收
南方财经网 · 11-11 12:34
君正股份：DMSIRLED已有多个客户项目定点导入，明年将逐步贡献营收
君正股份：通过预付款、融资租赁等方式努力保证产品产能
南方财经网 · 11-11 12:33
君正股份：通过预付款、融资租赁等方式努力保证产品产能
君正股份：公司一直在积极寻求和上游的合作
证券之星 · 11-11 11:51
君正股份：公司一直在积极寻求和上游的合作
君正股份：公司未涉及相关业务布局
证券之星 · 11-11 11:51
君正股份：公司未涉及相关业务布局
君正股份：公司T42芯片MPW已投片
证券之星 · 11-11 11:51
君正股份：公司T42芯片MPW已投片
公司问答丨君正股份：该产品的具体技术规格(包括CPU内核架构等)目前尚处于研发规划阶段
格隆汇 · 11-10
公司问答丨君正股份：该产品的具体技术规格(包括CPU内核架构等)目前尚处于研发规划阶段
君正股份：正在规划面向端侧大模型的算力芯片产品，目前尚处于研发规划阶段
智通财经 · 11-10
君正股份：正在规划面向端侧大模型的算力芯片产品，目前尚处于研发规划阶段
君正股份：截至10月30日的股东户数为151,286户
证券之星 · 11-10
君正股份：截至10月30日的股东户数为151,286户
君正股份：公司正在规划面向端侧大模型的算力芯片产品
证券之星 · 11-10
君正股份：公司正在规划面向端侧大模型的算力芯片产品
君正股份（300223）披露关于变更回购股份用途并注销的公告，11月09日股价下跌1.87%
证券之星 · 11-09
君正股份（300223）披露关于变更回购股份用途并注销的公告，11月09日股价下跌1.87%
芯片股大动作！君正股份1.5亿元回购股份拟改为注销 第三季度净利大增2595%
每日经济新闻 · 11-08
芯片股大动作！君正股份1.5亿元回购股份拟改为注销 第三季度净利大增2595%
君正股份最新公告：拟变更回购股份用途为注销
证券之星 · 11-06
君正股份最新公告：拟变更回购股份用途为注销
君正股份：关于召开2026年第二次临时股东会的通知
证券日报网 · 11-06
君正股份：关于召开2026年第二次临时股东会的通知
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公司概况
公司名称：
北京君正集成电路股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2011-05-31
主营业务：
北京君正集成电路股份有限公司的主营业务是集成电路芯片产品的研发与销售。公司的主要产品是存储芯片、计算芯片、模拟芯片。
发行价格：
43.80
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调研纪要：存储中DRAM占比超50%，Flash近40%，SRAM不足10%；DRAM需求旺盛、产能紧张，部分价格仍有上涨可能，Flash销量同比大幅增长，明年成长性预期更好。成本方面，DRAM上涨较多，但调价覆盖成本，毛利率持续提升。当前正与客户商谈长协，供应紧张下无法保价保量，价格保留季度调整权利。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026111200006091.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0038","BK0125","BK0214","BK0028","BK0200","BK0109","BK0126","03223","BK0198","BK0089","BK1163","300223"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2682046493","title":"君正股份：目前暂无并购计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2682046493","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2682046493?lang=zh_cn&edition=full","pubTime":"2026-11-11 20:52","pubTimestamp":1794401550,"startTime":"0","endTime":"0","summary":"证券之星消息，君正股份(300223)11月11日在投资者关系平台上答复投资者关心的问题。投资者提问：国内的圣邦股份，思瑞浦都在并购，君正可以并购一些计算，模拟，和存储的公司打算嘛？贵公司手里那么多现金，不回购，可以搞点并购嘛君正股份回复：您好！目前暂无并购计划，公司一直在关注合适的并购机会，后续如果有合适的并购标的，公司会严格按照法律法规及监管规则履行信息披露义务。谢谢！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026111100043582.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0038","BK1163","BK0109","BK0214","BK0200","03223","BK0125","300223","BK0198","BK0028","BK0126","BK0089"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2682613304","title":"君正股份：公司存储芯片已在工业机器人、酒店服务机器人等领域实现应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2682613304","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2682613304?lang=zh_cn&edition=full","pubTime":"2026-11-11 20:52","pubTimestamp":1794401549,"startTime":"0","endTime":"0","summary":"证券之星消息，君正股份(300223)11月11日在投资者关系平台上答复投资者关心的问题。投资者提问：贵司产品是否有跟机器人公司合作，如宇树，优必选等，贵司产品能否应用于AI玩具，如没有，贵司是否考虑拓展这一类客户。君正股份回复：您好！公司存储芯片已在工业机器人、酒店服务机器人等领域实现应用，目前尚未应用于人形机器人。公司正在积极推进面向端侧 AI 的存储产品的研发，也会持续跟踪新兴领域。谢谢！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026111100043581.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0109","BK0089","300223","BK0214","BK1163","BK0198","BK0038","BK0126","BK0200","03223","BK0125","09747","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2682304637","title":"君正股份：公司本次将回购股份用途变更为注销并相应减少注册资本","url":"https://stock-news.laohu8.com/highlight/detail?id=2682304637","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2682304637?lang=zh_cn&edition=full","pubTime":"2026-11-11 20:51","pubTimestamp":1794401477,"startTime":"0","endTime":"0","summary":"证券之星消息，君正股份(300223)11月10日在投资者关系平台上答复投资者关心的问题。投资者提问：回购改注销是利好。已回购完成了，要是再增加1-2亿回购就更加提振股民了。君正股份回复：您好！公司本次将回购股份用途变更为注销并相应减少注册资本，有利于提升每股收益水平。后续公司会结合经营发展需要、资金使用安排及股东回报规划统筹研究，如涉及相关事项，将严格按照法律法规及监管规则履行审议程序和信息披露义务。公司目前经营稳健、现金流状况良好，将继续以扎实的经营业绩和持续的股东回报回馈投资者。谢谢！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026111100043506.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0200","BK0089","BK0109","BK0038","BK0125","03223","BK0214","300223","BK0198","BK0126","BK1163","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2682304500","title":"君正股份：X3000是公司面向端侧智能商业与工业应用的新一代计算芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2682304500","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2682304500?lang=zh_cn&edition=full","pubTime":"2026-11-11 20:51","pubTimestamp":1794401473,"startTime":"0","endTime":"0","summary":"证券之星消息，君正股份(300223)11月10日在投资者关系平台上答复投资者关心的问题。投资者提问：展会上的X3000目前有没有意向客户、是否启动客户送样验证？？？君正股份回复：您好！X3000 是公司面向端侧智能商业与工业应用的新一代计算芯片，集成 XBurst2 CPU、NPU 及 Victory0 RISC-V 处理器，具备端侧 AI 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18:35","pubTimestamp":1794393300,"startTime":"0","endTime":"0","summary":"【君正股份：相关产能预计将于明年下半年或28年陆续释放并投入市场】君正股份在投资者关系活动中表示，在NANDFlash方面，因三星、美光已削减该领域产能，叠加终端需求旺盛，导致市场高度紧缺、价格年内涨幅接近十倍；公司已在SLC、MLC及小容量NAND领域做了大量工作以进行产能储备，相关产能预计将于明年下半年或28年陆续释放并投入市场。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202611113928526028.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202611113928526028.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0214","BK0038","BK0089","BK0126","BK0028","BK0125","03223","BK0198","BK1163","300223","BK0200","BK0109"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2682432292","title":"君正股份：DMSIRLED已有多个客户项目定点导入，明年将逐步贡献营收","url":"https://stock-news.laohu8.com/highlight/detail?id=2682432292","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2682432292?lang=zh_cn&edition=full","pubTime":"2026-11-11 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