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11月30日 狀態: 新提交 致：香港交易及結算所有限公司 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12月2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 | | | 28,433,000 | | 2. 股份分類 | ...

答：公司在FPG领域保持国内领先优势,除继续向1xnm FinFET 制程迭代外,目前正布局算力从4TOPS 至 128TOPS 的谱系化产品研发,首颗32TOPS 算力芯片推广进展良好。公司根据市场需求定义新产品,根据客 户需求积极对接。 证券之星消息，2025年12月1日复旦微电（688385）发布公告称Central Asset Investment、富国基金、中信 证券于2025年11月25日调研我司。 具体内容如下： 问：公司业务在明年有无新的发力点? 答：2025年以来,公司业务稳定发展。各个业务线在应用场景上不断拓展,例如安全与识别产品线,在一碰付/ 连场景进展良好;MCU产品在智能电表领域保持领先,并在车规、白电方面有较好的表现;FPG产品线谱系开 发速度不断加快。2026年,公司会继续在应用场景方面下功夫,增加客户的可选项;同时,积极推进"芯片-软 件-解决方案"的生态体系建设。 问：公司MCU业务增长较快,主要原因是什么? 答：公司 MCU 业务包括智能电表 MCU、通用 MCU 及车规 MCU,其中智能电表 MCU目前贡献较大收入, 近年来公司产品也逐步导入家电、汽车等不同领域的头部客户 ...

Group 1 - The core viewpoint of the news is that Fudan Microelectronics has shown a significant increase in stock price and trading activity, indicating positive market sentiment [1] - As of December 1, Fudan Microelectronics' stock price rose by 2.04% to 58.97 CNY per share, with a total market capitalization of 48.44 billion CNY [1] - The company has experienced a year-to-date stock price increase of 53.93%, although it has seen a decline of 7.34% over the past 20 days [1] Group 2 - Fudan Microelectronics, established on July 10, 1998, primarily engages in integrated circuit (IC) related businesses, operating through two segments: design and sales of ICs, and IC testing services [2] - The company's revenue composition includes 37.04% from FPGA and other products, 23.92% from non-volatile memory, 21.35% from security and identification chips, 13.46% from smart meter chips, and 4.15% from IC testing services [2] - The company is classified under the electronic-semiconductor-digital chip design industry and is involved in concepts such as mobile payment, RISC, biometrics, sensors, and artificial intelligence [2] Group 3 - As of September 30, the number of shareholders for Fudan Microelectronics increased by 26.42% to 27,500, while the average circulating shares per person decreased by 20.91% to 19,562 shares [3] - For the period from January to September 2025, the company reported a revenue of 3.024 billion CNY, reflecting a year-on-year growth of 12.70%, while the net profit attributable to shareholders decreased by 22.69% to 330 million CNY [3] Group 4 - Since its A-share listing, Fudan Microelectronics has distributed a total of 311 million CNY in dividends, 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 largest shareholder, while other institutional investors have increased their stakes [4]

Core Viewpoint - The semiconductor sector in Hong Kong experienced a notable upward trend on November 27, with significant gains in several key companies. Group 1: Market Performance - The Hong Kong semiconductor sector saw a rise, with Hua Hong Semiconductor increasing by nearly 5% [1] - SMIC (Semiconductor Manufacturing International Corporation) rose by over 3% [1] - Other companies such as Innoscience and Shanghai Fudan also reported gains exceeding 2% [1]

Group 1 - The global investor confidence in AI is being restored, driven by the explosion of AI large models like Google's Gemini 3.0 and Alibaba's Qianwen, leading to renewed interest in storage chips as a crucial material for AI infrastructure [1] - The price of DDR5 memory is expected to rise significantly, with a monthly increase of over 102% for DDR5 16Gb and over 92% for DDR4 16Gb in October, as demand from AI applications continues to surge [1][2] - The global DDR5 memory capacity shortage is projected to be around 15% by 2025, with demand growing at an annual rate of 20%, indicating a strong market for memory products [2] Group 2 - Major memory manufacturers like Samsung and SanDisk have initiated a new round of price increases, with Samsung raising some memory chip prices by up to 60% in November [2] - The semiconductor industry is entering a new storage cycle driven by emerging technologies and AI demand, suggesting a potential increase in market size and product value [3] - Companies like SMIC and Huahong Semiconductor reported significant revenue growth in Q3, with SMIC's revenue at $2.382 billion (up 9.7%) and Huahong's at $635.2 million (up 20.7%), reflecting strong demand in the memory sector [4][5]

Core Insights - The global investor confidence in AI is being revived due to the surge in applications of AI models like Google's Gemini 3.0 and Alibaba's Qianwen, leading to renewed interest in storage chips as a crucial material for AI infrastructure [1] - The price of storage chips is expected to continue rising, particularly for DDR5, with significant increases noted in recent months [1][2] - The demand for high-performance storage is escalating due to AI, causing a shift in production capacity towards advanced memory products like HBM, resulting in tighter supply for conventional storage used in devices [1] Industry Overview - The global DDR5 memory capacity gap is projected to be around 15% by 2025, with demand growing at an annual rate of 20% [2] - Major manufacturers like Samsung and SK Hynix are increasing prices, with Samsung's DDR5 DRAM contract prices rising by over 102% in October [1][2] - The memory market is entering a new cycle driven by emerging technologies, with AI demand expected to significantly boost storage market growth [3] Company Performance - Semiconductor companies like SMIC reported a Q3 revenue of $2.382 billion, a 9.7% year-on-year increase, with a gross margin of 22% [4] - Huahong Semiconductor achieved a Q3 revenue of $635.2 million, up 20.7% year-on-year, driven by increased demand for flash, logic, and analog products [4] - Fudan Shanghai reported a diverse product line in chip design, including security and identification chips, non-volatile memory, and FPGA [5]

Core Insights - The global investor confidence in AI is being restored, driven by the emergence of AI models like Google's Gemini 3.0 and Alibaba's Qianwen, leading to renewed interest in storage chips as a crucial material for AI infrastructure [1] - The price of storage chips is expected to continue rising, with significant increases anticipated for DDR5 prices, particularly due to the growing demand from AI applications [1][2] - Major storage manufacturers are increasing prices, with Samsung and others leading the charge, resulting in substantial month-over-month price increases for DDR4 and DDR5 memory [1][2] Industry Overview - The global DDR5 memory capacity shortage is projected to be around 15% by 2025, while demand is growing at an annual rate of 20% [2] - The ongoing shortage of DDR4 is prompting PC manufacturers to accelerate the adoption of DDR5, further driving demand [1][2] - The current market is experiencing a new cycle of storage demand driven by emerging technologies, particularly AI, which is expected to elevate the storage market to a new level [3] Company Performance - Semiconductor companies like SMIC reported a third-quarter revenue of $2.382 billion, a year-on-year increase of 9.7%, with a gross margin of 22% [4] - Hua Hong Semiconductor achieved a third-quarter revenue of $635.2 million, reflecting a year-on-year growth of 20.7%, driven by increased demand for flash, logic, and analog products [4] - Shanghai Fudan, a diversified chip design company, offers a wide range of products including security and identification chips, non-volatile memory, and FPGA chips [5]

Core Viewpoint - The semiconductor sector experienced significant declines, with notable drops in stock prices for several key companies [1] Company Performance - Hua Hong Semiconductor saw a decline of over 11% [1] - SMIC (Semiconductor Manufacturing International Corporation) dropped by more than 5% [1] - Hong Guang Semiconductor fell by over 4% [1] - Shanghai Fudan and Jingmen Semiconductor also experienced declines [1]

Core Viewpoint - The semiconductor sector in Hong Kong experienced a significant decline in stock prices, with major companies facing substantial losses in their share values [1] Company Summaries - Hua Hong Semiconductor saw a drop of over 11% in its stock price [1] - SMIC (Semiconductor Manufacturing International Corporation) experienced a decline of more than 5% [1] - Hongguang Semiconductor's stock fell by over 4% [1] - Other companies such as Shanghai Fudan and Jingmen Semiconductor also followed the downward trend [1]

11月21日，复旦微电跌4.61%，成交额4.89亿元。两融数据显示，当日复旦微电获融资买入额3999.34万 元，融资偿还4599.26万元，融资净买入-599.92万元。截至11月21日，复旦微电融资融券余额合计6.09 亿元。 机构持仓方面，截止2025年9月30日，复旦微电十大流通股东中，嘉实上证科创板芯片ETF（588200） 位居第五大流通股东，持股731.77万股，相比上期减少33.69万股。香港中央结算有限公司位居第八大流 通股东，持股680.43万股，相比上期增加102.04万股。南方军工改革灵活配置混合A（004224）位居第 九大流通股东，持股642.27万股，相比上期增加76.78万股。南方中证500ETF（510500）位居第十大流 通股东，持股473.47万股，为新进股东。 融资方面，复旦微电当日融资买入3999.34万元。当前融资余额6.00亿元，占流通市值的2.03%，融资余 额超过近一年50%分位水平，处于较高位。 责任编辑：小浪快报 截至9月30日，复旦微电股东户数2.75万，较上期增加26.42%；人均流通股19562股，较上期减少 20.91%。2025年1月-9月，复 ...