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]

Core Viewpoint - Semiconductor stocks experienced a collective decline, with notable drops in companies such as Huahong Semiconductor, SMIC, ASMPT, and Shanghai Fudan, reflecting market sentiment influenced by Nvidia's recent actions and TSMC's performance [1] Group 1: Stock Performance - Huahong Semiconductor (01347) fell by 4.96%, closing at HKD 40.25 [1] - SMIC (00981) decreased by 4.12%, ending at HKD 51.15 [1] - ASMPT (00522) dropped by 2.74%, with a closing price of HKD 67.45 [1] - Shanghai Fudan (01385) saw a decline of 1.95%, closing at HKD 32.75 [1] Group 2: Nvidia and TSMC Developments - Nvidia has officially placed an order for 300,000 H20 chips with TSMC, supplementing an existing inventory of 600,000 to 700,000 H20 chips [1] - Reports indicate that Nvidia has informed clients of limited inventory for H20 AI chips and currently has no plans to restart production [1] Group 3: Market Sentiment and Future Outlook - Morgan Stanley noted that the release of H20 chips is beneficial for AI data center hosting companies but negatively impacts local semiconductor supply chain leaders like SMIC [1] - TSMC reported a net profit of nearly NT$398.3 billion in Q2 2025, a year-on-year increase of approximately 61%, marking a record high for quarterly net profit and the highest growth rate in three years [1] - Analysts suggest that the global semiconductor growth remains optimistic, with potential price increases from leading foundries and a positive outlook for Q2 performance [1]

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]

A 股证券代码：688385 证券简称：复旦微电 公告编号：2025-034 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 2025 年半年度业绩预告的自愿性披露公告 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。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况：同比下降 经上海复旦微电子集团股份有限公司（以下简称"公司"）财务部门对 （1）预计营业收入约为人民币 182,000.00 万元至 185,000.00 万元，与上 年同期相比，将增加 2,590.47 万元至 5,590.47 万元，同比增加 1.44%至 3.12%； （2）预计实现归属于母公司所有者的净利润约为人民币 18,000.00 万元至 同比减少 39.67%至 48.29%； （3）预计归属于母公司所有者的扣除非经常性损益的净利润约为人民币 至 13,882.02 万元，同比减少 35.24%至 44.95%。 本业绩预告采用中国企业会计准则编制测算，未经注册会计师审计。 二、上年度同期业绩情况 ...

2024年1至12月份，复旦微电的营业收入构成为：设计及销售集成电路占比96.32%，集成电路测试服务 占比3.68%。 （文章来源：每日经济新闻） 复旦微电（SH 688385，收盘价：53.19元）7月29日晚间发布业绩预告，预计实现归属于母公司所有者 的净利润约为人民币1.8亿元至2.1亿元，与上年同期相比，将减少约1.38亿元至约1.68亿元，同比减少 39.67%~48.29%；业绩变动主要原因是，营业收入和毛利影响。报告期内，公司各产品线所面对的市场 竞争激烈，公司积极拓展新产品和新市场，巩固或扩大市场占有率。除非挥发存储器外，集成电路设计 板块各产品线均取得增长，致营业收入有所提升；综合毛利率水平同比基本稳定。其他收益与资产减值 损失影响。报告期内，公司确认的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，使得其他收益下降约6800万；主要因存货中部分产品需求下降及库龄变长等原因，公司基于谨慎性 原则对存货计提减值，本报告确认存货跌价损失同比增加约1.4亿元。 ...

上海复旦(01385.HK)公告，公司预计上半年营业收入约为人民币182,000万元至185,000万元，与去年同 期约为人民币179,409.53万元相比，将增加人民币2,590.47万元至5,590.47万元，同比增加约为1.44%至 3.12%；预计归属于母公司所有者的净利润约为人民币18,000万元至21,000万元，与去年同期约为人民 币34,809.20万元相比，将减少人民币13,809.20万元至16,809.20万元，同比减少约为39.67%至48.29%。 来源：视频滚动新闻 ...

上海复旦(01385)发布公告，该集团截至2025年6月30日止半年度(报告期)，预计营业收入约为人民币 18.2亿元(单位下同)至18.5亿元，与去年同期约为17.94亿元相比，将增加2590.47万元至5590.47万元，同 比增加约为1.44%至3.12%;预计归属于母公司所有者的净利润约为1.8亿元至2.1亿元，与去年同期约为 3.48亿元相比，将减少1.38亿元至1.68亿元，同比减少约为39.67%至48.29%;预计归属于母公司所有者的 扣除非经常性损益的净利润约为1.7亿元至2亿元，与去年同期约为3.09亿元相比，将减少1.09亿元至1.39 亿元，同比减少约为35.24%至44.95%。 预期本集团期内取得收入增加及净利润减少的主要原因为报告期内，本公司各产品线所面对的市场竞争 激烈，本公司积极拓展新产品和新市场，巩固或扩大市场占有率，除非挥发存储器外，集成电路设计板 块各产品线均取得增长，致营业收入有所提升;综合毛利率水平同比基本稳定;及报告期内，本公司确认 的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，使得其他收益下降约6800万 元;主要因存货中部分产品需求下降及库 ...