300223 北京君正
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北京君正最新公告:第一季度净利润同比增长332%存储芯片和计算芯片产品线销售收入强劲增长
证券之星 · 04-28
北京君正最新公告:第一季度净利润同比增长332%存储芯片和计算芯片产品线销售收入强劲增长
股市必读:北京君正(300223)4月24日董秘有最新回复
证券之星 · 04-27
股市必读:北京君正(300223)4月24日董秘有最新回复
北京君正:公司DRAM工艺提升到20nm、18nm和16nm
中金财经 · 04-24
北京君正:公司DRAM工艺提升到20nm、18nm和16nm
北京君正:预计今年公司业绩会有较好的增长
中金财经 · 04-24
北京君正:预计今年公司业绩会有较好的增长
北京君正:目前公司新制程的产品可以应用在座舱和L2
证券之星 · 04-24
北京君正:目前公司新制程的产品可以应用在座舱和L2
北京君正:目前公司在研发LPDDR5
证券之星 · 04-24
北京君正:目前公司在研发LPDDR5
北京君正:ISSI专注于汽车、工业等领域
证券之星 · 04-24
北京君正:ISSI专注于汽车、工业等领域
北京君正:公司产品是销售给Tier 1厂商,海外客户占比多一些,但国内需求增长迅速
证券之星 · 04-24
北京君正:公司产品是销售给Tier 1厂商,海外客户占比多一些,但国内需求增长迅速
北京君正:目前存储芯片和计算芯片受存储周期的影响,供应较为紧张
证券之星 · 04-24
北京君正:目前存储芯片和计算芯片受存储周期的影响,供应较为紧张
北京君正:公司与多家DRAM代工厂合作,预计今年公司DRAM产品可实现一定的销量增长
每日经济新闻 · 04-14
北京君正:公司与多家DRAM代工厂合作,预计今年公司DRAM产品可实现一定的销量增长
北京君正:公司存货会逐渐进行消化
证券之星 · 04-14
北京君正:公司存货会逐渐进行消化
北京君正:预计计算芯片和存储芯片平均单价均会有所提高
证券之星 · 04-14
北京君正:预计计算芯片和存储芯片平均单价均会有所提高
北京君正:2026年DRAM晶圆厂产能较为紧张
证券之星 · 04-14
北京君正:2026年DRAM晶圆厂产能较为紧张
北京君正:截至4月10日的股东户数为106396户
证券之星 · 04-13
北京君正:截至4月10日的股东户数为106396户
4月13日北京君正现1笔大宗交易 机构净买入1.75亿元
证券之星 · 04-13
4月13日北京君正现1笔大宗交易 机构净买入1.75亿元
北京君正:公司是与晟德微合作推出两轮车专用毫米波雷达方案
证券之星 · 04-09
北京君正:公司是与晟德微合作推出两轮车专用毫米波雷达方案
北京君正:公司在研的3D DRAM未来有望将存储芯片和计算芯片结合
证券之星 · 04-08
北京君正:公司在研的3D DRAM未来有望将存储芯片和计算芯片结合
北京君正:公司DRAM产品受益于本次存储周期
证券之星 · 04-08
北京君正:公司DRAM产品受益于本次存储周期
北京君正:新制程产品可应用于智能座舱、智能驾驶
证券之星 · 04-08
北京君正:新制程产品可应用于智能座舱、智能驾驶
北京君正:计算芯片相关产品销售价格也已经上调
证券之星 · 04-08
北京君正:计算芯片相关产品销售价格也已经上调
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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的设计、开发及产业化,包括处理器芯片及平台式解决方案的研发。公司的主要产品是存储芯片、计算芯片、模拟与互联芯片。
发行价格:
43.80
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19:37","pubTimestamp":1777376234,"startTime":"0","endTime":"0","summary":"北京君正(300223.SZ)公告称,2026年第一季度实现营业收入15.60亿元,同比增长47.12%;归属于上市公司股东的净利润为3.19亿元,同比增长331.61%。业绩变动主要系受益于存储大周期的推动,公司存储芯片和计算芯片产品线销售收入同比实现强劲增长,同时,模拟与互联芯片市场销售保持了平稳增长趋势,公司总体营业收入同比增长。注:公司Q1净利润3.19亿,2025年Q4净利润1.2亿,据此计算,Q1净利润环比增长164%。以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。相关 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市场反馈买不到货,四季度成交又不在是很大董秘: 您好!公司在DRAM领域的代工厂合作伙伴有包括力积电在内的四家厂商,由于保密约定,其他代工厂目前不便透露。投资者: 今年DDR4是否会挤占DDR3产能董秘: 您好!","market":"hk","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/RB2026042700003256.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":["BK0125","BK0038","BK0200","BK0198","BK0214","BK0126","300223","BK0109","BK0089","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629891200","title":"北京君正:公司DRAM工艺提升到20nm、18nm和16nm","url":"https://stock-news.laohu8.com/highlight/detail?id=2629891200","media":"中金财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629891200?lang=zh_cn&edition=full","pubTime":"2026-04-24 12:48","pubTimestamp":1777006123,"startTime":"0","endTime":"0","summary":"证券之星消息,北京君正(300223)04月24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:公司说DRAM新增了三家代工企业,但又反复说上游产能非常紧张。请问公司2026年DRAM产能是否增加,如果产能未增加,新增三家代工企业的意义是什么?北京君正回复:您好!公司DRAM工艺提升到20nm、18nm和16nm,这些新的工艺制程主要在三家新的代工厂,今年全球DRAM产能普遍非常紧张。谢谢!为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"us","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":"http://sc.stock.cnfol.com/gushiyaowen/20260424/32171298.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK0200","BK0038","BK0109","BK0028","BK0126","DRAM","300223","BK0089","BK0214","BK0125","BK0198"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629689122","title":"北京君正:预计今年公司业绩会有较好的增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2629689122","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629689122?lang=zh_cn&edition=full","pubTime":"2026-04-24 12:48","pubTimestamp":1777006100,"startTime":"0","endTime":"0","summary":"证券之星消息,北京君正(300223)04月24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:您好 我观察到台币升值就是去年二三季度一个极端的时间段 后面持续在贬值 今年还在持续滑落 对公司成本是否构成实质性利好 再叠加新制程成品全面放量 产品持续涨价 是否今年业绩爆炸 是车载存储周期的元年 彻底进入上升周期 麻烦您告诉我们一下 非常感谢北京君正回复:您好!您说的非常对,预计今年公司业绩会有较好的增长,具体请关注公司即将公布的第一季度报告。谢谢!为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","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":"http://sc.stock.cnfol.com/gushiyaowen/20260424/32171256.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":"zhongjincaijing_highlight","symbols":["BK0198","BK0089","BK0125","BK0200","BK0109","BK0214","BK0028","BK0126","300223","BK0038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629789137","title":"北京君正:目前公司新制程的产品可以应用在座舱和L2","url":"https://stock-news.laohu8.com/highlight/detail?id=2629789137","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629789137?lang=zh_cn&edition=full","pubTime":"2026-04-24 12:30","pubTimestamp":1777005018,"startTime":"0","endTime":"0","summary":"证券之星消息,北京君正(300223)04月24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:请问公司目前哪些产品可以用在L3领域北京君正回复:您好!目前公司新制程的产品可以应用在座舱和L2。谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"hk","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/RB2026042400037415.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":["300223","BK0028","BK0214","BK0109","BK0126","BK0198","BK0089","BK0200","BK0125","BK0038"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629889900","title":"北京君正:目前公司在研发LPDDR5","url":"https://stock-news.laohu8.com/highlight/detail?id=2629889900","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629889900?lang=zh_cn&edition=full","pubTime":"2026-04-24 12:21","pubTimestamp":1777004464,"startTime":"0","endTime":"0","summary":"证券之星消息,北京君正(300223)04月24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:您好 智驾L2在向L3过渡 公司有布局吗 LPDDR5是针对L3智驾存储芯片吗 在研发吗 能够赶在L3爆发放量吗 公司在加速研发布局吗 谢谢北京君正回复:您好!目前公司在研发LPDDR5。谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"hk","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/RB2026042400037260.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":["BK0126","BK0200","BK0109","BK0125","300223","BK0214","BK0038","BK0028","BK0089","BK0198"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629899269","title":"北京君正:ISSI专注于汽车、工业等领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2629899269","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629899269?lang=zh_cn&edition=full","pubTime":"2026-04-24 12:09","pubTimestamp":1777003748,"startTime":"0","endTime":"0","summary":"证券之星消息,北京君正(300223)04月24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:贵公司为啥不发展消费dram北京君正回复:您好!在DRAM市场,ISSI多年来专注于行业市场,在汽车、工业等领域有深厚的产业积累,有很多长期优质的客户,随着汽车智能化、工业自动化的不断加速,行业市场也呈现了更好的发展趋势。谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"hk","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/RB2026042400037043.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":["BK0038","BK0200","BK0109","BK0126","BK0214","BK0125","BK0089","300223","BK0198","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629589926","title":"北京君正:公司产品是销售给Tier 1厂商,海外客户占比多一些,但国内需求增长迅速","url":"https://stock-news.laohu8.com/highlight/detail?id=2629589926","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629589926?lang=zh_cn&edition=full","pubTime":"2026-04-24 12:09","pubTimestamp":1777003743,"startTime":"0","endTime":"0","summary":"证券之星消息,北京君正(300223)04月24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:DDR4不能满足市场吗?目前供给国内客户较多还是国外客户较多?谢谢北京君正回复:您好!目前产能紧张,公司目前采取分货制,不能保证所有客户需求,公司产品是销售给Tier 1厂商,海外客户占比多一些,但国内需求增长迅速。谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","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/RB2026042400037041.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":["BK0125","BK0109","BK0028","300223","BK0038","BK0126","BK0214","BK0089","BK0200","BK0198"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629899104","title":"北京君正:目前存储芯片和计算芯片受存储周期的影响,供应较为紧张","url":"https://stock-news.laohu8.com/highlight/detail?id=2629899104","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629899104?lang=zh_cn&edition=full","pubTime":"2026-04-24 12:06","pubTimestamp":1777003572,"startTime":"0","endTime":"0","summary":"证券之星消息,北京君正(300223)04月24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:为何30亿存货 市场反馈买不到货,四季度成交又不在是很大北京君正回复:您好!目前存储芯片和计算芯片受存储周期的影响,供应较为紧张,我们需要根据存货和生产情况动态调整芯片的供应量,保持各季度对客户平稳的支持。谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","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/RB2026042400036983.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":["BK0200","BK0038","300223","BK0089","BK0028","BK0126","BK0198","BK0125","BK0109","159813","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627445235","title":"北京君正:公司与多家DRAM代工厂合作,预计今年公司DRAM产品可实现一定的销量增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2627445235","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627445235?lang=zh_cn&edition=full","pubTime":"2026-04-14 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非常感谢北京君正回复:您好!公司存货会逐渐进行消化,不同品类的产品备货情况有差异,总体来说会逐季给公司带来较好的收益,公司一季报将在4月29日披露,请您关注公司季报。谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","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/RB2026041400030875.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","BK0109","BK0028","BK0214","BK0125","BK0126","BK0200","BK0198","BK0089","300223"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627412696","title":"北京君正:预计计算芯片和存储芯片平均单价均会有所提高","url":"https://stock-news.laohu8.com/highlight/detail?id=2627412696","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627412696?lang=zh_cn&edition=full","pubTime":"2026-04-14 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DRAM未来有望将存储芯片和计算芯片结合。谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","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/RB2026040800017686.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":["BK0089","BK0126","BK0198","BK0028","BK0109","159813","BK0038","BK0214","BK0125","BK0200","300223"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625991693","title":"北京君正:公司DRAM产品受益于本次存储周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2625991693","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625991693?lang=zh_cn&edition=full","pubTime":"2026-04-08 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