Core Viewpoint - Fudan Microelectronics is currently able to meet customer demand with stable overall delivery and plans to enhance the supply capacity of new products by 2026 [2] Group 1: Product Capacity and Supply - The company's main products have sufficient production capacity to meet customer needs [2] - Overall delivery remains stable, indicating a reliable supply chain [2] Group 2: Future Plans - By 2026, the company will focus on increasing the supply capacity of next-generation products such as FPGA, PSoC, and FPAI [2] - The company aims to strengthen its diversified supply system to enhance supply chain resilience in response to the current international economic and trade situation [2]

Core Viewpoint - Fudan Microelectronics is focusing on long-term development in the FPGA field, establishing a comprehensive product system and technology platform [2] Group 1: FPGA Business Development - The company is advancing its FPGA products with cutting-edge processes while also actively developing heterogeneous integration products such as RFSoC and FPAI [2] - The expansion of application scenarios is beneficial for the medium to long-term growth of the company's FPGA business [2]

Core Viewpoint - Fudan Microelectronics maintains a consistent R&D investment of approximately 30% annually, aiming to enhance its technological competitiveness and operational quality through optimized R&D structure and efficiency [2] Group 1 - The company plans to advance the platform-based construction of its R&D efforts [2] - There is a focus on improving the efficiency of R&D resource utilization [2] - The company aims to accelerate the productization of R&D outcomes [2]

Core Viewpoint - Fudan Microelectronics aims to enhance the supply capacity of next-generation products such as FPGA, PSoC, and FPAI by 2026, while also strengthening its diversified supply chain to ensure product stability and continuity amid current international trade conditions [2] Group 1: Product Development and Supply Chain - The company is focusing on increasing the supply capacity of new products, including FPGA, PSoC, and FPAI, by 2026 [2] - Fudan Microelectronics is actively building a diversified supply system to enhance supply chain resilience and ensure stable product delivery [2] - Current production capacity meets customer demand, with stable overall delivery and progress in domestic supply line construction [2] Group 2: Financial Performance and R&D Investment - The gross margin for FPGA and high-reliability storage products is within a healthy industry range [2] - R&D investment remains consistently around 30% of revenue [2] - The company plans to optimize its investment structure through platform-based R&D construction and improved resource utilization efficiency [2] Group 3: Corporate Governance and Management - Following the leadership transition, Fudan Microelectronics is enhancing corporate governance and customer orientation [2] - The company is establishing a technical grading system and incentive mechanisms to improve management efficiency [2] - Efforts are being made to advance the construction of a digital management platform [2]

Summary of Key Points Core Viewpoint - As of January 9, a total of 73 stocks reached their 52-week highs, with notable performances from Lingxiong Technology (02436), Delai Construction (01546), and Zhipu (02513) showing significant growth rates of 104.99%, 38.89%, and 22.22% respectively [1]. 52-Week Highs - Lingxiong Technology (02436) closed at 11.760, with a peak price of 15.600, achieving a high rate of 104.99% [1]. - Delai Construction (01546) closed at 0.161, reaching a maximum of 0.250, with a high rate of 38.89% [1]. - Zhipu (02513) had a closing price of 158.600 and a peak of 165.000, resulting in a high rate of 22.22% [1]. - Other notable stocks include Asia Pacific Satellite (01045) with a high rate of 20.64% and Rongda Technology (09881) at 12.87% [1]. 52-Week Lows - The stocks reaching their 52-week lows include Lishi International (00842) with a closing price of 0.850, marking a decline of 39.29% [2]. - Bokan Vision Cloud - B (02592) closed at 2.930, with a decrease of 16.90% [2]. - Lingzai Technology Finance (00093) reached a low of 0.485, reflecting a drop of 14.77% [2].

Group 1 - The core viewpoint of the news highlights a significant surge in the AI sector, particularly in Shanghai, where five AI companies have gone public within a month, indicating a "harvest period" for the local AI industry [2] - The AI companies listed include Wallen Technology, Muxi Co., Yingshi Intelligent, TianShu Intelligent, and Xiyu Technology, showcasing a complete industrial chain from computing power algorithms to data and embodied intelligence [2] - The market sentiment is strong, with the AI-themed ETF (589010) showing a 1.68% increase, reflecting robust trading activity and high investor interest in the AI sector [1] Group 2 - The AI industry is expected to be driven by advancements in models and application implementations, with continuous iterations from major internet companies both domestically and internationally [2] - The Shanghai AI sector is characterized by high-tech content in its new companies, contrasting with other cities that focus on single breakthroughs, thus attracting capital investment [2] - The AI-themed ETF closely tracks the Shanghai Stock Exchange's AI index, covering high-quality enterprises across the entire industrial chain, benefiting from high R&D investment and policy support [2]

Group 1 - Chip stocks are performing strongly, with Shanghai Fudan up 3.98% at HKD 52.3, Huahong Semiconductor up 3.19% at HKD 92.15, and SMIC up 2.81% at HKD 76.8 [1] - During CES 2026, major chip companies Nvidia, AMD, and Intel are competing by launching new AI chip products, with Nvidia showcasing the next-generation Vera Rubin platform consisting of six independent chips, featuring 72 GPUs and 36 CPUs [1] - Nvidia's CEO Jensen Huang announced that the Vera Rubin platform is in full production and expected to ship later this year, with AI computing capabilities up to five times that of previous chips [1] Group 2 - Nvidia is finalizing details with the US government regarding the export license for the H200 chip to China, with expectations for delivery soon [1] - Morgan Stanley anticipates that the H200 chip will help meet China's training needs and potentially increase demand for inference chips, thereby expanding market demand [2] - Morgan Stanley is optimistic about SMIC, viewing it as a key supporter of localizing AI in China, and expects strong demand for advanced logic chips [2]

Group 1 - Fudan Microelectronics shares increased by 2.04% on January 8, reaching 83.69 CNY per share, with a trading volume of 406 million CNY and a market capitalization of 68.745 billion CNY [1] - The company experienced a net inflow of 10.1887 million CNY from main funds, with large orders accounting for 24.40% of purchases and 24.43% of sales [1] - Year-to-date, Fudan Microelectronics' stock price has risen by 13.55%, with significant increases of 12.88% over the last five trading days, 33.90% over the last twenty days, and 41.25% over the last sixty days [1] Group 2 - Fudan Microelectronics, established on July 10, 1998, and listed on August 4, 2021, operates primarily in the integrated circuit (IC) sector, focusing on design, development, and sales of ICs, as well as providing testing services [2] - The company's 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] - Fudan Microelectronics is classified under the electronic-semiconductor-digital chip design industry and is associated with concepts such as sensors, margin financing, MCU concepts, and H-shares [2] Group 3 - As of September 30, the number of shareholders for Fudan Microelectronics reached 27,500, an increase of 26.42%, while the average circulating shares per person decreased by 20.91% [3] - For the period from January to September 2025, the company reported revenue of 3.024 billion CNY, a year-on-year increase of 12.70%, while net profit attributable to shareholders decreased by 22.69% to 330 million CNY [3] Group 4 - Fudan Microelectronics has distributed a total of 311 million CNY in dividends since its A-share listing, with 258 million CNY distributed over the past three years [4] - Among the top ten circulating shareholders as of September 30, 2025, notable changes include a decrease in holdings by the fifth-largest shareholder, while the eighth and ninth largest shareholders increased their holdings [4]

Group 1 - Fudan Microelectronics experienced a decline of 5.03% on January 6, with a stock price of 78.81 yuan per share, a trading volume of 841 million yuan, a turnover rate of 1.96%, and a total market capitalization of 64.737 billion yuan [1] - The company, established on July 10, 1998, and listed on August 4, 2021, 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 [1] - The revenue composition of Fudan Microelectronics 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%) [1] Group 2 - E Fund's AI ETF (588730) holds a significant position in Fudan Microelectronics, having increased its holdings by 352,900 shares in the third quarter, totaling 931,000 shares, which represents 3.54% of the fund's net value, ranking as the ninth largest holding [2] - The E Fund AI ETF was established on January 16, 2025, with a current scale of 1.753 billion yuan and has achieved a year-to-date return of 4.74%, ranking 247 out of 5488 in its category, and a cumulative return of 51.31% since inception [2]

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