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 ...

Group 1 - The semiconductor sector in the Hong Kong stock market experienced a significant surge, with Shanghai Fudan (01385.HK) rising over 3% [1] - Hua Hong Semiconductor (01347.HK) saw an increase of more than 2% [1] - SMIC (00981.HK) and Innoscience Technology (02577.HK) both rose nearly 2% [1]

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]

Core Viewpoint - Semiconductor stocks continue to weaken, with notable declines in companies such as SMIC, Hua Hong Semiconductor, ASMPT, and Shanghai Fudan, indicating a challenging market environment for the sector [1] Group 1: Stock Performance - SMIC (00981) fell by 3.79% to HKD 62.25 [1] - Hua Hong Semiconductor (01347) decreased by 2.97% to HKD 65.3 [1] - ASMPT (00522) dropped by 2.39% to HKD 73.4 [1] - Shanghai Fudan (01385) declined by 2.24% to HKD 40.16 [1] Group 2: Market Developments - 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 [1] - Donghai Securities indicated that this move could accelerate the AI model training process in China, while also putting pressure on domestic AI chip manufacturers in the short term [1] Group 3: Industry Insights - 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 [1] - However, Broadcom's CEO expressed concerns that the gross margin for the first quarter of 2026 will be lower than the previous three quarters due to the increased proportion of AI business [1] - Investor worries are growing regarding the return on investment for large tech companies in AI [1]

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]

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, which 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]

今日A股低开后震荡走强，人工智能龙头股复旦微电盘中快速拉升，大涨超5%，消息方面，"2025中国 AI赛道与ESG可持续发展大会"召开，复旦微电凭借其在环境、社会及治理维度和在投资者关系管理方 面的突出表现，成功摘得"2025年度上市公司ESG价值传递奖"及"2025年度上市公司卓越投关建设奖"。 人工智能AIETF（515070）盘中下跌0.2%，持仓股三七互娱、新易盛、中科星图、寒武纪等个股表现较 好。 人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。权重股包括中际旭创、新易盛、寒武纪-U、科大讯飞、豪威集团、海康威视、澜起科技、金山办 公、紫光股份等国内科技龙头。 （文章来源：每日经济新闻） 中信建投证券认为，从9月初至12月初，AH两地市场经历了较长时间的调整，投资者情绪趋于谨慎，而 近期，多项关键事件与数据相继公布，整体基调符合或略好于市场预期。我们认为牛市底层逻辑仍在， 主要由结构性行情和资本市场改革政策推动。目前市场已经基本完成调整，叠加 ...

证券日报网讯 12月12日，复旦微电在互动平台回答投资者提问时表示，2025年11月30日为非交易日， 公司不知悉股东户数。截至2025年11月最后一个交易日的A股股东户数为25128户。 （文章来源：证券日报） ...

Core Viewpoint - Shanghai Fudan (01385) reported a revenue of 1.19 billion yuan in Q3 2025, representing a year-on-year growth of 33.3% driven by increased FPGA product shipments [1][3] Financial Performance - Revenue breakdown for Q3 includes: - Security and identification chips: 240 million yuan - Non-volatile memory: 340 million yuan - Smart meter chips: 140 million yuan - FPGA and other chips: 440 million yuan - Testing services: 30 million yuan [1][3] - Gross margin improved to 61.1%, up 9 percentage points year-on-year and 5.5 percentage points quarter-on-quarter, primarily due to increased FPGA product shipments [1][3] - Operating profit reached 140 million yuan, a 98% increase year-on-year [1][3] - Net profit attributable to shareholders was 137 million yuan, with a non-recurring net profit of 121 million yuan, reflecting a year-on-year growth of 59.2% [1][3] - Non-recurring earnings per share were 0.16 yuan, compared to 0.10 yuan in the same period last year [1][3] Business Segments - FPGA business revenue grew by 34.7% year-on-year, driven by demand for 28nm FPGA products [2][4] - The next-generation 1xnm FinFET FPGA products are expected to contribute to revenue starting in 2026, with a projected 38.6% year-on-year growth in FPGA revenue to reach 1.47 billion yuan in FY2025 [2][4] - Non-volatile memory business revenue increased by 44.1%, with significant growth in automotive-grade MCU sales [2][4] - Smart meter product revenue grew by 40.8%, with strong sales in smart home appliances and automotive-grade MCUs [2][4] - The security and identification business saw a 15.5% year-on-year revenue increase, although competition remains intense [2][4] Market Outlook - The company anticipates a compound annual growth rate (CAGR) of 12.7% for revenue and 25.8% for net profit over the next three years [5] - The target price for the company is set at 45.00 HKD, indicating an 8.5% upside potential compared to the current price, based on a price-to-earnings (PE) ratio of 33.0 times the projected 2026 profit [5]