| A 股证券代码：688385 | 证券简称：复旦微电 | 公告编号：2026-001 | | --- | --- | --- | | 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 2021 年限制性股票激励计划首次授予部分第四个归属期 及预留授予部分第三个归属期（第一批次）归属结果暨股票上市公告 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。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 2,285,950股。 本次股票上市流通总数为2,285,950股。 本次股票上市流通日期为2026 年 1 月 19 日。 上海复旦微电子集团股份有限公司（以下简称"公司"）于 2026 年 1 月 13 日 收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证明》，公 司完成了 2021 年科创板限制性股票激励计划（以下简称"本次激励计划"）首次 授予部分第四个归属期、预留授予部分第三个归属期（第一批次）的股份登记工 作。现将有关情况公 ...

Group 1 - The core viewpoint of the article highlights that Fudan Microelectronics is actively promoting diversified supply chain construction to ensure supply chain security [2] - Starting from September 2025, the company plans to increase the development of domestic supply lines [2] - Due to the wide range of products and processes, the company will continue to invest resources in diversified supply construction in 2026 to ensure normal business development [2]

Core Viewpoint - Fudan Microelectronics emphasizes customer-oriented principles and enhances communication with clients to identify market needs [2] Group 1: Management and Strategy - The company management leads by example to implement customer-oriented principles and deepen client communication [2] - Internal regulations are established to identify gaps and improve the technical grading system, enhancing market awareness among employees [2] Group 2: Operational Efficiency - The launch of a digital management platform and capability building in the era of intelligent agents has significantly improved management efficiency [2] Group 3: Investor Relations - The company places high importance on investor relations management and strives to strengthen communication with investors [2]

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]