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7月31日 狀態: 新提交 致：香港交易及結算所有限公司 II. 已發行股份及/或庫存股份變動 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8月1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, ...

智通财经APP获悉，根据2025年7月31日披露数据，锦欣生殖（01951）、长飞光纤光缆（06869）、美 中嘉和（02453）港股通持股占比增加值最大，分别增加2.58%、2.38%、2.29%；上海復旦（01385）、 山东新华製药股份（00719）、钧达股份（02865）港股通持股占比减少值最大，分别减 少-1.70%、-1.37%、-1.25%。 在最近有统计数据的5个交易日内，宜搜科技（02550）、长飞光纤光缆（06869）、恆生中国企业 （02828）港股通持股占比增加值最大，分别增加14.75%、11.72%、7.36%；山东新华製药股份 （00719）、亚盛医药-B（06855）、重庆钢铁股份（01053）港股通持股占比减少值最大，分别减 少-3.89%、-2.94%、-2.70%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 锦欣生殖(01951) | +2.58% | 51.76% | | 长飞光纤光缆(06869) | +2.38% | 44.07 ...

Key Points - The top three companies with net inflows from southbound funds are Xiaomi Group-W (01810) with 1.665 billion, Tencent Holdings (00700) with 830 million, and Alibaba-W (09988) with 747 million [1] - The companies with the highest net outflows are Pop Mart (09992) with -354 million, China Life (02628) with -351 million, and Kingsoft Cloud (03896) with -300 million [1] - In terms of net inflow ratio, Qin Port Co. (03369) leads with 78.68%, followed by Reshaping Energy (02570) with 76.94%, and Cang Port Railway (02169) with 65.01% [1] - The companies with the highest net outflow ratios include Chongqing Rural Commercial Bank (03618) at -61.37%, Bank of China Aviation Leasing (02588) at -53.31%, and Swire Properties (01972) at -45.99% [1] Net Inflow Rankings - Xiaomi Group-W (01810) had a net inflow of 1.665 billion, representing a 12.37% increase [2] - Tencent Holdings (00700) saw a net inflow of 830 million, with an 8.94% increase [2] - Alibaba-W (09988) recorded a net inflow of 747 million, reflecting a 10.60% increase [2] - The highest net inflow was observed in CSPC Pharmaceutical Group (01093) with 654 million and a 21.81% increase [2] Net Outflow Rankings - Pop Mart (09992) experienced a net outflow of -354 million, with a -10.47% decrease [2] - China Life (02628) had a net outflow of -351 million, reflecting a -11.90% decrease [2] - Kingsoft Cloud (03896) recorded a net outflow of -300 million, with a -24.18% decrease [2] - Meituan-W (03690) also saw a significant outflow of -291 million, representing a -5.32% decrease [2] Net Inflow Ratio Rankings - Qin Port Co. (03369) leads with a net inflow ratio of 78.68% and a net inflow of 340,000 [3] - Reshaping Energy (02570) follows with a net inflow ratio of 76.94% and a net inflow of 10.53 million [3] - Cang Port Railway (02169) has a net inflow ratio of 65.01% with a net inflow of 4.3967 million [3] - Other notable companies include Meizhong Jiahe (02453) with a 61.71% net inflow ratio [3] Net Outflow Ratio Rankings - Chongqing Rural Commercial Bank (03618) has the highest net outflow ratio at -61.37% with a net outflow of -1.04 billion [3] - Bank of China Aviation Leasing (02588) follows with a net outflow ratio of -53.31% and a net outflow of -15.3728 million [3] - Swire Properties (01972) has a net outflow ratio of -45.99% with a net outflow of -29.4662 million [3]

港股半导体板块持续走低，华虹半导体(01347.HK)跌超6%，中芯国际(00981.HK)跌超5%，上海复旦 (01385.HK)、晶门半导体(02878.HK)、宏光半导体(06908.HK)等跟跌。 ...

Group 1 - The semiconductor sector in Hong Kong is experiencing a continuous decline [1] - Hua Hong Semiconductor has dropped over 5% [1] - SMIC (Semiconductor Manufacturing International Corporation) has decreased nearly 4% [1] - Other companies such as Jingmen Semiconductor and Shanghai Fudan are also following the downward trend [1]

值得注意的是，2025年第二季度，台积电实现净利润近3983亿新台币，同比增长近61%，单季度净利润 创历史新高，净利润增速创近3年同期新高。机构指出，当前全球半导体增长延续乐观走势；晶圆代工 龙头或开启涨价，二季度业绩展望乐观。考虑到全球算力投资保持高水位，产业链公司业绩或持续兑 现。 芯片股集体走低，华虹半导体(01347)跌4.96%，报40.25港元；中芯国际(00981)跌4.12%，报51.15港元； ASMPT(00522)跌2.74%，报67.45港元；上海复旦(01385)跌1.95%，报32.75港元。 消息面上，据智通财经报道，消息人士29日透露，英伟达正式向台积电下达30万块H20芯片的新订单， 补充已有的60万-70万块H20芯片库存。此前有媒体表示，英伟达已告知客户，H20人工智能芯片库存有 限，并且目前没有计划重启生产。摩根大通曾表示，H20解禁利好AI数据中心托管企业，但对本地领先 半导体供应链企业如中芯国际的市场情绪构成负面影响。 ...

Group 1 - Chip stocks collectively declined, with Huahong Semiconductor down 4.96% to HKD 40.25, SMIC down 4.12% to HKD 51.15, ASMPT down 2.74% to HKD 67.45, and Shanghai Fudan down 1.95% to HKD 32.75 [1] - Nvidia has officially placed a new order for 300,000 H20 chips with TSMC, supplementing the existing inventory of 600,000 to 700,000 H20 chips [1] - Morgan Stanley indicated that the release of H20 is beneficial for AI data center hosting companies but negatively impacts local leading semiconductor supply chain companies like SMIC [1] Group 2 - TSMC achieved a net profit of nearly NT$398.3 billion in Q2 2025, a year-on-year increase of nearly 61%, marking a record high for quarterly net profit and the highest growth rate in nearly three years [1] - The global semiconductor growth trend remains optimistic, with leading foundries potentially initiating price increases and a positive outlook for Q2 performance [1] - Given the sustained high level of global computing power investment, the performance of industry chain companies is likely to continue to reflect this trend [1]

截至发稿，上海复旦(01385.HK)跌6.29%、华虹半导体(01347.HK)跌4.37%、中芯国际(00981.HK)跌 2.62%。 ...

值得注意的是，7月28日，公司与复旦大学订立一项技术服务合同。公司同意委托复旦大学研究开发超 大规模FPGA布局布线技术并提供相应的技术支持。公司的整体业务目标为成为中国IC设计及系统集成 业务市场领先者，并锐意成为全球主导的应用专门IC设计公司。开发超大规模FPGA布局布线技术可以 提高公司的技术水平，并为集团的收入及业绩提供良好贡献。 消息面上，上海复旦发布盈警，预计上半年收入约18.2亿至18.5亿人民币，增加1.4%至3.1%；上半年纯 利约1.8亿至2.1亿人民币，同比减少39.7%至48.3%。期内确认集成电路设计企业增值税加计抵减额减 少，以及政府补助专项验收减少，使其他收益下降约6,800万人民币；及确认存货跌价损失增加约1.4亿 人民币。 智通财经APP获悉，上海复旦(01385)昨日收涨逾9%，今日早盘回落逾6%，截至发稿，跌4.79%，报31.8 港元，成交额4510.98万港元。 ...

Group 1 - The company anticipates a revenue of approximately RMB 1,820 million to RMB 1,850 million for the first half of 2025, representing a year-on-year increase of 1.44% to 3.12% [3] - The expected net profit attributable to the parent company is projected to be around RMB 180 million to RMB 210 million, indicating a year-on-year decrease of 39.67% to 48.29% [3] - The net profit attributable to the parent company after deducting non-recurring gains and losses is estimated to be between RMB 170 million and RMB 200 million, reflecting a year-on-year decline of 35.24% to 44.95% [3] Group 2 - The previous year's revenue was RMB 1,794 million, with a net profit attributable to the parent company of RMB 348 million [5] - The company faces intense market competition, but has achieved growth in various product lines, contributing to an increase in revenue [6] - Other income has decreased due to reduced VAT rebates and government subsidies, while inventory impairment losses have increased due to declining demand and longer inventory aging [7]