截至6月30日，复旦微电股东户数2.17万，较上期减少7.44%；人均流通股24735股，较上期增加8.04%。 2025年1月-6月，复旦微电实现营业收入18.39亿元，同比增长2.49%；归母净利润1.94亿元，同比减少 44.38%。 分红方面，复旦微电A股上市后累计派现3.11亿元。近三年，累计派现2.58亿元。 机构持仓方面，截止2025年6月30日，复旦微电十大流通股东中，嘉实上证科创板芯片ETF（588200） 位居第五大流通股东，持股765.46万股，相比上期增加72.80万股。香港中央结算有限公司位居第九大流 通股东，持股578.38万股，相比上期减少392.42万股。南方军工改革灵活配置混合A（004224）位居第 十大流通股东，持股565.49万股，为新进股东。银河创新混合A（519674）退出十大流通股东之列。 10月9日，复旦微电跌0.98%，成交额17.45亿元。两融数据显示，当日复旦微电获融资买入额2.64亿 元，融资偿还1.58亿元，融资净买入1.05亿元。截至10月9日，复旦微电融资融券余额合计7.20亿元。 融资方面，复旦微电当日融资买入2.64亿元。当前融资余额7.11亿 ...

Core Viewpoint - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 0.29% and the Hang Seng Tech Index dropping by 0.66% [1] Group 1: Semiconductor Sector - The semiconductor sector saw a collective downturn, with notable declines including Huahong Semiconductor and SMIC both dropping over 6%, InnoCare falling over 5%, and Shanghai Fudan decreasing over 4% [1] Group 2: Other Notable Stocks - Smoore International experienced a significant drop of over 12%, while Gilead Sciences and UBTECH Robotics both fell by over 9% [1] - Conversely, ZTE Corporation rose by over 12%, China Gold International increased by over 9%, and Luoyang Molybdenum gained over 7% [1]

每经AI快讯，10月9日，截至发稿，中芯国际(00981.HK)由涨6%反跌3%，华虹半导体(01347.HK)由涨 9%反跌1%，上海复旦(01385.HK)由涨3%反跌2%。 ...

半导体股普遍回调，上海复旦跌超4%，中芯国际、华虹半导体跌超3%，晶门半导体、宏光半导体跌超 1%。 ...

Market Overview - The Hong Kong stock market opened positively in October, with the Hang Seng Index closing at 27,287.12 points, up 431.56 points, a rise of 1.61% [2] - The Hang Seng Tech Index closed at 6,682.86 points, increasing by 217.20 points, a gain of 3.36% [4] Company Highlights - Alibaba Group (09988.HK) saw its stock rise over 4% during the day, closing at HKD 183.1, with a final increase of 3.45%. JPMorgan raised its target price for Alibaba's Hong Kong stock to HKD 240, indicating over 30% potential upside based on the current closing price [4] - JPMorgan reported that Alibaba Cloud's revenue growth has accelerated for eight consecutive quarters, with a year-on-year increase of 26% expected in Q2 2025, driven by demand in generative AI across various sectors [6] Sector Performance - The semiconductor sector experienced significant gains, with SMIC (00981.HK) surging 12% to reach a new historical high. Other notable performers included Longi Green Energy (06869.HK) up over 10%, and Huagong Technology (06908.HK) and Hua Hong Semiconductor (01347.HK) both rising over 7% [6] - The overall semiconductor industry is projected to continue its long-term growth, driven by AI data center demand and domestic substitution trends [8] Other Notable Stocks - The technology sector saw widespread gains, with Kuaishou-W (01024.HK) up over 8%, Baidu Group-SW (09888.HK) up over 4%, and JD Group-SW (09618.HK) and Xiaomi Group (01810.HK) both rising over 3% [8] - Gold stocks also performed well, with China Silver Group (00815.HK) increasing over 30% and Zijin Mining International (02259.HK) up over 14% [8] Industry Index Performance - The Wind Hong Kong secondary industry index showed significant increases in various sectors, with electrical equipment up 9.91%, non-ferrous metals up 5.29%, and hardware equipment up 4.70% [9]

Group 1: Market Overview - The Hong Kong stock market indices rose collectively, with the Hang Seng Index increasing by 1.61%, the National Enterprises Index by 1.77%, and the Hang Seng Tech Index by 3.36% due to rising expectations of a Federal Reserve interest rate cut [1] - Chip stocks experienced significant gains, with SMIC (00981.HK) up 12.7%, ChipMOS Technologies (02166.HK) up 10.71%, and Hua Hong Semiconductor (01347.HK) up 7.12% [1] - The AI investment surge is driving demand for semiconductor storage, supported by domestic wafer fabrication expansion plans [1] Group 2: Sector Performance - Gold and precious metals stocks saw substantial increases, with Tongguan Gold (00340.HK) rising 15.13% and Zijin Mining (02899.HK) up 3.99%, driven by lower-than-expected U.S. employment data and heightened gold price expectations [2] - The automotive supply chain, including lithium battery and electric vehicle stocks, performed well, with Tianqi Lithium (09696.HK) up 12.93% and BYD Electronics (00285.HK) up 6.63% [2] - Biopharmaceuticals, innovative drugs, and medical outsourcing sectors also showed strong performance [3] Group 3: Underperforming Sectors - The real estate sector declined, with companies like Oceanwide Holdings (03377.HK) down 4.38% and China Resources Land (01109.HK) down 3.42% [3] - Consumer sectors, including film, aviation, education, dairy products, sports goods, and luxury goods, faced pressure and showed weakness [4]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 FF301 公司名稱: 上海復旦微電子集團股份有限公司 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01385 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 284,330,000 | RMB | | 0.1 RMB | | 28,433,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 284,330,000 | RMB | | 0.1 RMB | | 28,433,000 | 第 1 頁 共 10 頁 v 1.1.1 | 2 ...

Core Viewpoint - Hong Kong chip stocks continue to rise, indicating positive market sentiment and potential growth in the semiconductor sector [2] Company Performance - Semiconductor Manufacturing International Corporation (SMIC) saw an increase of 8.61%, reaching HKD 86.4 [2] - Hongguang Semiconductor experienced a rise of 4.76%, with shares priced at HKD 0.66 [2] - Shanghai Fudan increased by 4.57%, trading at HKD 47.6 [2] - Huahong Semiconductor rose by 3.75%, with shares at HKD 83 [2]

(股份代號: 1385) (在中華人民共和國註冊成立的股份有限公司) 2 0 2 5 中 期 報 告 僅供識別 for identification only (Stock Code: 1385) (a joint stock limited company incorporated in the People's Republic of China) 2 0 2 5 I N T E R I M R E P O R T INTERIM REPORT 2025 中期報告 目錄 | 主要會計數據及財務指標 | 2 | | --- | --- | | 管理層的討論及分析 | 4 | | 財務報表 | | | 合併資產負債表（未經審核） | 21 | | 母公司資產負債表（未經審核） | 23 | | 合併利潤表（未經審核） | 25 | | 母公司利潤表（未經審核） | 27 | | 合併現金流量表（未經審核） | 28 | | 母公司現金流量表（未經審核） | 30 | | 合併所有者權益變動表（未經審核） | 32 | | 母公司所有者權益變動表（未經審核） | 33 | | 財務報表附註 | 34 | | 其 ...

芯片股延续近期涨势，中芯、华虹齐创历史新高，机构称国产AI已经实现全产业链打通。华虹半导体 (01347)涨11.93%；中芯国际(00981)涨3.27%；上海复旦(01385)涨7.91%。 智通财经APP获悉，港股恒生指数跌0.10%，跌26点，报26596点；恒生科技指数涨0.55%；港股早盘成 交1592亿港元。 德昌电机控股(00179)跌超7%，花旗指其股价上行空间有限。 紫金黄金国际(02259)首挂上市，早盘涨60%；西普尼(02583)首挂上市，早盘大涨248%；博泰车联 (02889)首挂上市，早盘涨39%。 新疆新鑫矿业(03833)再涨超4%，公司计划赴A上市，旗下拥有喀拉通克等四座镍铜矿。 优必选(09880)再涨5.94%，人形机器人订单、交付持续兑现，机构上调公司目标价。 上善黄金(01939)早盘涨9.2%。拟配股净筹近2.5亿港元，用于设立全球直营智能终端旗舰店。 药师帮(09885)盘中涨8.8%，公司高毛利业务加速增长，POCT设备下半年仍将加速投放。 锂电股继续走高。已有宜春涉锂矿企完成矿种变更储量核实报告，国内储能电芯需求强劲。赣锋锂业 (01772)涨6.6%；天 ...