香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而 產生或因倚賴該等內容而引致之任何損失承擔任何責任。 於本公告日期，本公司之執行董事為張衛先生及沈磊先生； 非執行董事為閆娜女士、 莊啟飛先生、張睿女士及宋加勒先生；獨立非執行董事為石艶玲女士、王美娟女士及胡 雪先生。 * 僅供識別 1 (股 份 編 號: 1385) 董事會會議通告 上海 復 旦 微 電 子 集 團 股 份 有 限 公 司(「 本 公 司 」)董 事 會（「 董 事 會 」）謹 此 公 告 ， 董 事 會 將 於 2025 年 10 月 28 日 舉 行 會 議 ， 藉 以 考 慮 及 批 准 本 公 司 及 其 附 屬 公 司 截 至 2025 年 9 月 30 日 止 九 個 月 之 第 三 季度未經審核業績公告，以及 處理任何其他事項。 承董事會命 上 海 復 旦 微 電 子 集 團 股 份 有 限 公 司 董事長 張衛先生 中國，上海，2025 年 10 月 14 日 上海復旦微電子集團股份有限公司 Shanghai Fudan M ...

Core Viewpoint - The Hang Seng Technology Index has experienced a significant decline, with notable drops in several semiconductor companies, indicating a bearish trend in the technology sector [2] Company Performance - Hua Hong Semiconductor saw a decline of over 12% [2] - Shanghai Fudan dropped more than 8% [2] - SMIC (Semiconductor Manufacturing International Corporation) fell by over 7% [2]

Core Insights - Fudan Microelectronics experienced a decline of 5.11% on October 14, with a stock price of 60.11 CNY per share and a total market capitalization of 49.376 billion CNY [1] Company Overview - Fudan Microelectronics Group Co., Ltd. was established on July 10, 1998, and went public on August 4, 2021. The company is primarily engaged in integrated circuit (IC) related businesses [1] - The company operates through two main business segments: design, development, and sales of integrated circuits, and providing integrated circuit testing services. It also engages in manufacturing probe cards and developing and selling computer software, hardware, electronic products, and communication systems [1] - The revenue composition of the company includes: FPGA and other products (37.04%), non-volatile memory (23.92%), security and identification chips (21.35%), smart meter chips (13.46%), integrated circuit testing services (4.15%), and rental income (0.09%) [1] Fund Holdings - According to data from the top ten holdings of funds, Yongying Fund has one fund heavily invested in Fudan Microelectronics. The Satellite ETF (159206) reduced its holdings by 52,100 shares in the second quarter, now holding 87,400 shares, which accounts for 4.64% of the fund's net value, making it the fourth-largest holding [2] - The estimated floating loss for the fund today is approximately 283,100 CNY [2] Fund Performance - The Satellite ETF (159206) was established on March 6, 2025, with a latest scale of 92.7281 million CNY and a cumulative return of 19.44% since inception [3] - The fund manager, Liu Tingyu, has been in position for 2 years and 63 days, with total assets under management of 9.046 billion CNY. The best return during his tenure is 107.02%, while the worst return is -2.73% [3]

每经AI快讯，10月14日，港股芯片股持续走低，截至发稿，华虹半导体(01347.HK)跌9%，报80.35港 元；上海复旦(01385.HK)跌6.2%，报41.06港元；中芯国际(00981.HK)跌5.4%，报75.9港元； ASMPT(00522.HK)跌3.5%，报86.75港元。 ...

来源：新浪港股 消息面上，近期美国总统特朗普再次挥舞关税大棒，宣布将从11月1日对从中国进口商品加征100%的额 外关税，此外关键软件也将面临出口管控。 此外，根据闻泰科技的公告，公司子公司安世半导体收到荷兰政府的通知，要求安世及其下属所有子公 司、分公司、办事处等全球30个主体对其资产、知识产权、业务及人员等不得进行任何调整，有效期为 一年。 港股半导体股盘中回落，华虹半导体跌超8%，上海复旦、中芯国际跌超5%。 ...

Core Viewpoint - Fudan Microelectronics experienced a stock price increase of 64.60% year-to-date, with a recent market capitalization of 51.799 billion yuan, despite a slight decline of 1.42% over the past five trading days [1][3]. Company Overview - Fudan Microelectronics Group Co., Ltd. was established on July 10, 1998, and went public on August 4, 2021. The company is primarily engaged in integrated circuit (IC) related businesses, operating through two segments: design, development, and sales of integrated circuits, and providing IC testing services [2]. - The revenue composition includes: FPGA and other products (37.04%), non-volatile memory (23.92%), security and identification chips (21.35%), smart meter chips (13.46%), IC testing services (4.15%), and rental income (0.09%) [2]. Financial Performance - As of June 30, the number of shareholders decreased by 7.44% to 21,700, while the average circulating shares per person increased by 8.04% to 24,735 shares. For the first half of 2025, the company reported revenue of 1.839 billion yuan, a year-on-year increase of 2.49%, but net profit attributable to shareholders fell by 44.38% to 194 million yuan [3]. - Since its A-share listing, Fudan Microelectronics has distributed a total of 311 million yuan in dividends, with 258 million yuan distributed over the past three years [4]. Shareholding Structure - As of June 30, 2025, the top ten circulating shareholders include the Harvest CSI Chip ETF, which increased its holdings by 728,000 shares to 7.6546 million shares, while Hong Kong Central Clearing Limited reduced its holdings by 3.9242 million shares to 5.7838 million shares. A new shareholder, Southern Military Reform Flexible Allocation Mixed A, entered the top ten with 5.6549 million shares [4].

消息面上，大国科技领域博弈升级。10月8日，美众议院"特别委员会"发布涉华半导体出口管制重要报 告；10月10日，中国市场监管总局对高通立案调查，因其收购Autotalks涉嫌违反反垄断法；10 月10 日 特朗普发文表示将对中国加征100%关税，并对关键软件产品实施新的出口管制；10月15日-17日，2025 湾区半导体产业生态博览会将在深圳举办，深圳市发改委主任表示，新凯来将带来惊喜。 浙商证券指出，算力已成为推动新一轮科技革命和产业变革的新引擎，半导体自主可控刻不容缓，我国 本土制造、半导体设备、算力芯片等有望借此窗口期加速成长。华西证券则指出，稀土管制政策首次覆 盖半导体，或对海外芯片制程有所影响。 编辑/rice 10月13日消息，港股半导体股早盘逆市走高，中国"晶圆代工双雄"强势领涨，截至发稿， 涨9.3%，报 89.35港元； 涨4.38%，报80.95港元。 | 代碼 | 名稱 | 最新價 | 漲跌幅 ◆ | 成交額 | 總市值 | | --- | --- | --- | --- | --- | --- | | 01347 | 華虹半導體 | 89.350 | +9.30% | 40.86億 ...

Core Viewpoint - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 1.14% and the Hang Seng Tech Index dropping by 2.45% on October 10th [1] Group 1: Semiconductor Sector - The semiconductor sector in Hong Kong showed weakness, with notable declines in key stocks: SMIC fell over 5%, Fudan Microelectronics and Hua Hong Semiconductor dropped more than 4%, and InnoCare and ChipMOS fell over 3% [1] Group 2: Beverage Sector - In contrast, the beverage sector performed well, with Gu Ming rising over 13%, Mixue Group increasing nearly 6%, and other companies like Hou Shang Ayi, Cha Ba Dao, Uni-President China, and Nongfu Spring also seeing gains [1]

Group 1 - Semiconductor stocks in Hong Kong continue to weaken, with notable declines in major companies [1] - SMIC (Semiconductor Manufacturing International Corporation) fell over 5.5%, indicating significant market pressure [1] - Other companies such as Fudan Microelectronics, InnoLight Technology, and Jingmen Semiconductor also experienced declines of 4%, over 3%, and 2.5% respectively [1]

Group 1 - The Hong Kong stock market's semiconductor stocks experienced a significant decline, following the downward trend of the A-share market, with major companies like SMIC, Hua Hong Semiconductor, and Jingmen Semiconductor dropping over 5% [1] - Specific stock performance includes: - SMIC (00981) down 5.57% to 78.850, with a market cap of 630.797 billion and a year-to-date increase of 147.96% - Hua Hong Semiconductor (01347) down 5.75% to 80.300, with a market cap of 139.357 billion and a year-to-date increase of 270.90% - Jingmen Semiconductor (02878) down 5.08% to 0.560, with a market cap of 1.399 billion and a year-to-date increase of 13.13% - Shanghai Fudan (01385) down 4.30% to 43.200, with a market cap of 35.486 billion and a year-to-date increase of 187.38% [2]