智通财经APP讯，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 ...

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，並明確表示概不就因本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) 1 有關本集團 2025 年 6 月 30 日止半年度的的財務資料及表現的進一步詳情將於本公司在 2025 年 8 月刊發的 2025 年半年度業績公佈內披露。 本公司股東及有意投資者於買賣本公司股份時，務請審慎行事。 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 7 月 29 日 於本公告日期，本公司之執行董事為張衛先生及沈磊先生； 非執行董事為閆娜女士、 莊啟飛先生、張睿女士及宋加勒先生；獨立非執行董事為石艶玲女士、王美娟女士及胡 雪先生。 盈利警告 本公告乃上海復旦微電子集團股 ...

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。 智通财经APP讯，复旦微电(688385.SH)发布2025年半年度业绩预告，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13,809.20万元至16,809.20万元，同比减 少39.67%至48.29%。 ...

[2025 Semi-Annual Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts a slight revenue increase for H1 2025, but significant year-on-year declines in net profit attributable to shareholders and non-recurring net profit [Core Performance Indicators Forecast](index=1&type=section&id=II.%20Performance%20Forecast%3A%20Year-on-Year%20Decline) The company anticipates a slight revenue increase of 1.44% to 3.12% for H1 2025, while net profit attributable to shareholders and non-recurring net profit are expected to decline significantly by 39.67% to 48.29% and 35.24% to 44.95% respectively, indicating revenue growth without profit increase Key Financial Performance Forecast for H1 2025 | Indicator | 2025 H1 Forecast (RMB) | 2024 H1 Prior Period (RMB) | Year-on-Year Change | | :--- | :--- | :--- | :--- | | Operating Revenue | 1.82 billion - 1.85 billion | 1.794 billion | +1.44% to +3.12% | | Net Profit Attributable to Parent | 180 million - 210 million | 348 million | -39.67% to -48.29% | | Non-recurring Net Profit Attributable to Parent | 170 million - 200 million | 309 million | -35.24% to -44.95% | [Analysis of Performance Changes](index=1&type=section&id=III.%20Primary%20Reasons%20for%20Current%20Period%20Performance%20Changes) The significant decline in net profit is primarily due to a decrease in other income and a substantial increase in inventory impairment losses [Revenue and Gross Margin Analysis](index=2&type=section&id=I.%20Impact%20on%20Operating%20Revenue%20and%20Gross%20Margin) Despite intense market competition, the company achieved slight revenue growth by expanding new products and markets, with integrated circuit design product lines (excluding NVM) showing growth, while maintaining a stable overall gross margin year-on-year - Revenue growth primarily stemmed from the integrated circuit design segment (excluding NVM), as the company expanded new products and markets to address intense competition[6](index=6&type=chunk) - During the reporting period, the company's overall gross margin remained largely stable year-on-year[6](index=6&type=chunk) [Primary Reasons for Profit Decline](index=2&type=section&id=II.%20Impact%20of%20Other%20Income%20and%20Asset%20Impairment%20Losses) The significant decline in net profit is primarily due to a decrease of approximately **RMB 68 million** in other income from reduced VAT deductions and government subsidies, and a substantial increase of approximately **RMB 140 million** in inventory impairment losses due to decreased demand and longer inventory age - Other income decreased by approximately **RMB 68 million**, primarily due to reduced VAT super deduction for integrated circuit design enterprises and fewer government grants from project completion[6](index=6&type=chunk) - Inventory impairment losses increased by approximately **RMB 140 million** year-on-year, mainly due to decreased demand for certain products and extended inventory age[6](index=6&type=chunk) [Risk Warning and Other Disclosures](index=2&type=section&id=IV.%20Risk%20Warning) The company states no significant uncertainties affecting the accuracy of this performance forecast have been identified, advising investors to consult the 2024 Annual Report for detailed risk factors [Risk Warning](index=2&type=section&id=IV.%20Risk%20Warning) The company states no significant uncertainties affecting the accuracy of this performance forecast have been identified, advising investors to consult the 2024 Annual Report for detailed risk factors - The company has not identified any significant uncertainties affecting the accuracy of this performance forecast[7](index=7&type=chunk) - For potential risk factors in the company's operations, refer to the **2024 Annual Report**[7](index=7&type=chunk) [Other Disclosures](index=2&type=section&id=V.%20Other%20Explanatory%20Matters) This announcement is a voluntary disclosure under Hong Kong and Shanghai listing rules, emphasizing that forecast data are preliminary and final financial figures will be based on the official 2025 semi-annual report, cautioning investors about investment risks - This announcement is made in accordance with the listing rules of both Hong Kong and Shanghai stock exchanges[8](index=8&type=chunk) - The forecast data are preliminary, and the final financial figures will be subject to the official semi-annual report[8](index=8&type=chunk)

Core Viewpoint - Fudan Microelectronics (688385.SH) forecasts a slight increase in revenue for the first half of 2025, but a significant decline in net profit compared to the previous year [1] Revenue Forecast - The company expects revenue to be approximately RMB 1.82 billion to RMB 1.85 billion, representing a year-on-year increase of 1.44% to 3.12% [1] Profit Forecast - The anticipated net profit attributable to shareholders is projected to be around RMB 180 million to RMB 210 million, indicating a year-on-year decrease of 39.67% to 48.29% [1] - The net profit after excluding non-recurring gains and losses is expected to be between RMB 170 million and RMB 200 million, reflecting a year-on-year decline of 35.24% to 44.95% [1] Market Competition and Product Lines - The company faces intense market competition across its product lines and is actively expanding into new products and markets to consolidate or increase market share [1] - All product lines in the integrated circuit design sector, except for volatile storage, have achieved growth, contributing to the increase in revenue [1] - The overall gross margin level remains stable compared to the previous year [1]

人民财讯7月29日电，复旦微电(688385)7月29日晚间披露2025年半年度业绩预告，预计上半年实现营业 收入约18.2亿元—18.5亿元，同比增长1.44%—3.12%；归母净利润约1.8亿元—2.1亿元，同比下降 39.67%—48.29%。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。 转自：证券时报 ...

复旦微电公告，预计2025年1月1日至2025年6月30日，营业收入约为18.2亿元至18.5亿元，同比增加 1.44%至3.12%。预计实现归属于母公司所有者的净利润约为1.8亿元至2.1亿元，同比下降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，同比下降35.24% 至44.95%。上年同期营业收入为17.94亿元，净利润为3.48亿元。 ...

Group 1 - The company Fudan Microelectronics (688385.SH) plans to sign a "Technical Service Contract" with Fudan University to develop ultra-large-scale FPGA layout and routing technology [1] - The contract amount is set at 3.5 million RMB [1] - The contract has been approved by the company's board of directors and will take effect upon signing with Fudan University [1]

复旦微电表示，基于复旦大学设有集成芯片与系统国家重点实验室及微电子学院，拥有先进器材及设备，聘用大量尖端专才并在微电子研究及开发方面具 备丰富的知识和经验。公司与复旦大学共同推动产学研合作，有利于公司的经营。 其进一步表示，公司与复旦大学保持稳定的合作关系，本次关联交易不会对公司的独立性产生不利影响，公司主营业务不会因此类交易对关联方形成依 赖。 （校对/黄仁贵） 7月28日，复旦微电发布公告称，公司拟与复旦大学签署《技术服务合同》，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，合同金额350万元人民币。交易类别为接受关联方劳务类。 合同于2025年7月28日生效，到2026年12月31日结束。研究开发的知识产权将归公司所有。 ...

Group 1 - The core viewpoint of the news is that the launch of Alipay's innovative payment device "Tap" has led to significant stock price movements for related companies, particularly Fudan Microelectronics, which saw a 9.81% increase in stock price and a trading volume exceeding 1.12 billion yuan [1] - Alipay's "Tap" has been implemented in over 400 cities across China, with more than 100 million users, and it offers a streamlined payment process that reduces transaction time by approximately 70% compared to traditional QR code payments [1] - The technology behind "Tap" relies on near-field communication (NFC) and avoids biometric identification methods, thus addressing user concerns regarding privacy while enhancing payment efficiency [1] Group 2 - Fudan Microelectronics is a key technology partner for the "Tap" ecosystem, having developed a high-performance NFC control chip that has passed rigorous testing and is now in mass production with initial orders exceeding 10 million units [1] - The chip developed by Fudan Microelectronics not only meets the needs of payment scenarios but also has potential applications in access control, logistics, and anti-counterfeiting, indicating a potential market size in the tens of billions [1] - The rapid deployment of the "Tap" ecosystem signifies a transition in China's mobile payment technology from a "scan code era" to a "frictionless payment era," highlighting the technological breakthroughs of domestic semiconductor companies in the Internet of Things sector [2]