Core Viewpoint - The stock of Shanghai Fudan (01385) has seen a significant increase, attributed to positive market conditions in the storage sector and anticipated price hikes in NAND flash memory [1] Group 1: Market Trends - Kingston's SSD business manager indicated that NAND flash memory shortages will intensify in the next 30 days, leading to further increases in SSD prices [1] - Everbright Securities reports a favorable demand outlook in the storage and high-reliability sectors, benefiting non-volatile memory products from rising storage prices [1] Group 2: Company Performance - The smart meter business is expected to benefit from the company's competitive advantages and increased shipment volumes, particularly in automotive body control areas [1] - First Shanghai's recent report highlights that the company's 28nm FPGA products, launched six years ago, are set to see revenue contributions from the next-generation 1xnm FinFET FPGA products starting in 2026, with market share expansion anticipated next year [1] Group 3: Financial Projections - The programmable chip (PSoC) products based on 1xnm FinFET technology have extensive applications in high-reliability and industrial control sectors, currently accounting for 25% of FPGA business revenue [1] - For the fiscal year 2025, the company's FPGA business revenue is projected to grow by 38.6% year-on-year, reaching 1.47 billion yuan [1]

Core Viewpoint - The stock of Shanghai Fudan (01385) has seen a significant increase, rising over 8% in the afternoon trading session, driven by positive market sentiment regarding the demand for storage solutions and the anticipated price increases in NAND flash memory [1] Group 1: Market Trends - Kingston's data center SSD business manager indicated that a shortage of NAND flash memory is expected to worsen in the next 30 days, leading to further increases in SSD prices [1] - According to Everbright Securities, the demand in the storage and high-reliability sectors is improving, benefiting non-volatile memory products from the rising storage prices [1] Group 2: Company Developments - The smart meter business of the company is expected to benefit from its competitive advantages and increased shipment volumes, particularly in automotive body control and automotive-grade MCU shipments [1] - First Shanghai's recent report highlighted that the company's 28nm FPGA products have been in the market for six years since their development in 2018, with the next-generation 1xnm FinFET FPGA products expected to start generating revenue in 2026 [1] - The programmable system-on-chip (PSoC) products based on 1xnm FinFET technology are widely used in high-reliability and industrial control fields, currently accounting for 25% of the FPGA business revenue [1] - Looking ahead to the fiscal year 2025, the company's FPGA business revenue is projected to grow by 38.6% year-on-year, reaching 1.47 billion yuan [1]

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，概不對因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。 上海復旦微電子集團股份有限公司 Shanghai Fudan Microelectronics Group Company Limited* (在 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ) (股 份 編 號: 1385) 海外監管公告 本公告乃上海復旦微電子集團股份有限公司（「本公司」）根據香港聯合交易所有限公司 證券上市規則第 13.10B 條的規定刊發。 茲載列本公司於上海證券交易所網站刊發的《關於募集資金專戶銷戶完成的公告》，僅 供參閱。 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 12 月 17 日 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 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 ...

上海复旦微电子集团股份有限公司 关于募集资金专户销户完成的公告 | A 股证券代码：688385 | 证券简称：复旦微电 公告编号：2025-058 | | --- | --- | | 港股证券代码：01385 | 证券简称：上海复旦 | 如下： | 序号 | 账户名称 | 开户银行名称 | 银行账号 | 账户状态 | | --- | --- | --- | --- | --- | | 1 | 上海复旦微电子集团 | 中信银行股份有限公司 | 8110201013101347264 | 已注销 | | | 股份有限公司 | 上海大柏树支行 | | （注） | | 2 | 上海复旦微电子集团 | 招商银行股份有限公司 | 021900241710710 | 已注销 | | | 股份有限公司 | 上海南西支行 | | （注） | | 3 | 上海复旦微电子集团 | 中国光大银行股份有限公司 | 36510188001350286 | 本次注销 | | | 股份有限公司 | 上海分行 | | | 注：已注销账户情况，详见公司于 2024 年 1 月 23 日披露的《关于部分募集资 金专户销户完成的公告》（编号：20 ...

A 股证券代码：688385 证券简称：复旦微电 公告编号：2025- 058 港股证券代码：01385 证券简称：上海复旦 上海复旦微电子集团股份有限公司 关于募集资金专户销户完成的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 上海复旦微电子集团股份有限公司（以下简称"公司"或"复旦微电"）首 次公开发行股票募集资金按照相关法律、法规、规范性文件的规定在银行开立 了募集资金专项账户。鉴于公司首次公开发行股票募集资金投资项目已经结项 并将节余募集资金永久补充流动资金，近日，公司办理完成了募集资金专项账 户的注销手续，具体情况如下： 为规范公司募集资金管理和使用，保护投资者权益，募集资金到账后，已 全部存放于募集资金专项账户内，本公司已与保荐机构中信建投证券股份有限 公司及存放募集资金的商业银行签订了《募集资金专户存储三方监管协议》。 《募集资金专户存储三方监管协议》对发行人、保荐机构及存放募集资金的商 业银行的相关责任和义务进行了详细约定。募集资金专项账户开立和存储情况 如下： | 序号 | 账户名称 | 开户银行 ...

本文源自：金融界AI电报 港股半导体板块直线拉升，上海复旦(01385.HK)涨超3%，华虹半导体(01347.HK)涨超2%，中芯国际 (00981.HK)，英诺赛科(02577.HK)涨近2%。 ...

Group 1 - Semiconductor stocks continue to weaken, with notable declines in companies such as SMIC down 3.79% to HKD 62.25, Hua Hong Semiconductor down 2.97% to HKD 65.3, ASMPT down 2.39% to HKD 73.4, and Shanghai Fudan down 2.24% to HKD 40.16 [1] - Former President Trump announced that NVIDIA will be allowed to export its H200 AI chips to "approved customers" including China, with the condition that the U.S. government receives a 25% share from these sales. This move may accelerate AI model training in China but could pressure domestic AI chip manufacturers in the short term [1] - Broadcom is expanding its market share in the AI chip sector due to increased demand for custom chips driven by large-scale data center construction. However, the CEO indicated that the gross margin for Q1 2026 will be lower than the previous three quarters due to a higher proportion of AI business, raising investor concerns about the return on investment in AI by large tech companies [1]

此外，受益于大规模数据中心建设带来的定制芯片需求，博通在人工智能芯片市场中所占份额正持续扩 大。但博通公司首席执行官陈福阳表示，由于"人工智能业务占比提高"，其2026年一季度毛利率将低于 前三个季度水平。投资者对大型科技公司在AI投资回报方面的担忧正在加剧。 芯片股继续走弱，截至发稿，中芯国际(00981)跌3.79%，报62.25港元；华虹半导体(01347)跌2.97%，报 65.3港元；ASMPT(00522)跌2.39%，报73.4港元；上海复旦(01385)跌2.24%，报40.16港元。 消息面上，特朗普近日宣布将允许英伟达向包括中国在内的"获准客户"出口其H200人工智能芯片，条 件是美国政府将从这些销售中获得25%的分成。东海证券表示，此举或将加快中国AI模型训练进程，另 一方面或对国产AI芯片厂商短期内对市场拓展和生态构建形成压力。 ...

Group 1 - Semiconductor stocks continue to weaken, with notable declines in major companies [1] - SMIC (00981.HK) decreased by 3.79%, trading at HKD 62.25 [1] - Hua Hong Semiconductor (01347.HK) fell by 2.97%, currently priced at HKD 65.3 [1] - ASMPT (00522.HK) dropped by 2.39%, now at HKD 73.4 [1] - Shanghai Fudan (01385.HK) declined by 2.24%, with a price of HKD 40.16 [1]

此外，受益于大规模数据中心建设带来的定制芯片需求，博通在人工智能芯片市场中所占份额正持续扩 大。但博通公司首席执行官陈福阳表示，由于"人工智能业务占比提高"，其2026年一季度毛利率将低于 前三个季度水平。投资者对大型科技公司在AI投资回报方面的担忧正在加剧。 智通财经APP获悉，芯片股继续走弱，截至发稿，中芯国际(00981)跌3.79%，报62.25港元；华虹半导体 (01347)跌2.97%，报65.3港元；ASMPT(00522)跌2.39%，报73.4港元；上海复旦(01385)跌2.24%，报 40.16港元。 消息面上，特朗普近日宣布将允许英伟达向包括中国在内的"获准客户"出口其H200人工智能芯片，条 件是美国政府将从这些销售中获得25%的分成。东海证券表示，此举或将加快中国AI模型训练进程，另 一方面或对国产AI芯片厂商短期内对市场拓展和生态构建形成压力。 ...