上海复旦微电子集团股份有限公司 简式权益变动报告书 （更新稿） 2、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信 息披露义务人内部规定中的任何条款，或与之相冲突； 3、根据《证券法》《收购管理办法》《准则15号》的规定，本报告书已全面披 露了信息披露义务人在上海复旦微电子集团股份有限公司（以下简称"复旦微电"） 中拥有权益的股份变动情况； 截至本报告书签署日，除本报告书披露的持股信息外，信息披露义务人未通 过任何其他方式增加或减少其在复旦微电拥有权益的股份。 4、本次权益变动是根据本报告书所载明的资料进行的。除本信息披露义务人外， 没有委托或者授权任何其他人提供未在本报告书列载的信息和对本报告书做出任何 解释或者说明。 上市公司名称：上海复旦微电子集团股份有限公司 股票上市地点：上海证券交易所 股票简称：复旦微电 股票代码：688385 信息披露义务人：上海复芯凡高集成电路技术有限公司 住所：上海市杨浦区邯郸路220号 通讯地址：上海市杨浦区邯郸路220号 股份变动性质：股份减少（协议转让） 签署日期：2025年12月23日 1 信息披露义务人声明 1、信息披露义务人依据《中华人民共和国 ...

上海复旦微电子集团股份有限公司 详式权益变动报告书 （更新稿） 信息披露义务人名称：上海国盛集团投资有限公司 权益变动性质：增加（协议受让） 签署日期：二零二五年十二月 上市公司名称：上海复旦微电子集团股份有限公司 股票上市地点：上海证券交易所、香港联合交易所 A 股股票简称：复旦微电 A 股股票代码：688385 港股股票简称：上海复旦 港股股票代码：01385 注册地址：秣陵路 80 号 2 幢 601B 室 通讯地址：上海市徐汇区云绣路 9 号国盛大楼 上海复旦微电子集团股份有限公司详式权益变动报告书 信息披露义务人声明 截至本报告书签署之日，除本报告书披露的持股信息外，上述信息披露义务 人没有通过任何其他方式在上海复旦微电子集团股份有限公司中拥有权益。 三、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人公司章程或内部规则中的任何条款，或与之相冲突。 四、本次权益变动尚需履行的决策、报批程序等生效条件，包括但不限于： 转让方及受让方取得内部决策机构及主管国资监管机构的批准或备案及其他行 政主管部门审批同意（如需）并经上海证券交易所进行合规性确认等。 五、本次权益变动是根 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇12月23日｜复旦微电公告，复芯凡高与国盛投资签署《股份转让协议》，国盛投资拟协议受让复 芯凡高持有的公司1.07亿股A股股份，占公司总股本12.99%，转让价款51.44亿元，转让完成后国盛投资 将成为公司第一大股东。本次股份转让尚需履行内部决策机构及主管国资监管机构的批准或备案，及其 他行政主管部门审批同意，并经上海证券交易所合规性确认，能否最终完成尚存在不确定性。 ...

| 股证券代码：688385 | A | 证券简称：复旦微电 | 公告编号：2025-059 | | --- | --- | --- | --- | | 港股证券代码：01385 | | 证券简称：上海复旦 | | 2025 年 11 月 14 日，复芯凡高和国盛投资签署了《上海复芯凡高集成电路 技术有限公司与上海国盛集团投资有限公司关于上海复旦微电子集团股份有限 公司之股份转让框架协议》（以下简称"《股份转让框架协议》"）。国盛投资 拟以协议转让方式受让复芯凡高持有的上海复旦微电子集团股份有限公司（以下 简称"复旦微电""上市公司"或"标的公司"）106,730,000 股 A 股股份，占 复旦微电股份总数的 12.99%。本次转让完成后，国盛投资将成为复旦微电第一 大股东。复旦微电仍然为无控股股东、无实际控制人状态，不会对复旦微电的经 营管理构成重大影响，不涉及要约收购。 具体内容详见复旦微电于 2025 年 11 月 17 日披露的《关于公司持股 5%以上 股东签署股份转让框架协议暨第一大股东拟发生变更的提示性公告》（编号： 2025-055） 关于公司持股 5%以上股东签署《股份转让协议》 暨第一大股 ...

Core Viewpoint - Taiwan's Ministry of Economic Affairs has updated its export control "entity list," adding 213 overseas entities, including high-tech firms from various countries, such as Russia, Iraq, Iran, and mainland China, reflecting a shift towards more stringent export controls in response to international technology regulation changes [1][2]. Group 1: Export Control Updates - The updated entity list now includes over 11,200 entities and individuals, with a notable increase in the frequency of updates, moving from several months to almost every few months since 2025 [2]. - Companies in Taiwan must apply for export licenses to send strategic high-tech goods to listed entities, with customs enforcing strict border controls against unauthorized exports [2]. Group 2: Inclusion of Chinese Entities - The latest update includes 32 entities from mainland China and Hong Kong, categorized into sectors such as semiconductors, electronic components, and logistics [5][8]. - Specific companies listed include Fudan Microelectronics and various others involved in semiconductor and electronic component manufacturing [6][12]. Group 3: Reactions and Implications - The Chinese government has criticized Taiwan's actions, asserting that such technology blockades will not hinder mainland technological innovation and will ultimately harm Taiwan's own economic competitiveness [3].

Group 1 - The core point of the article is that Fudan Microelectronics has disclosed the total number of A-share shareholders as of December 10, 2025, which is 24,636 households [2] Group 2 - The information was provided in response to investor inquiries on the company's interactive platform [2]

Core Viewpoint - Fudan Microelectronics emphasizes its FPGA series products as a key profit source and is focused on expanding its market applications in both high-reliability and industrial-grade sectors [2] Group 1: Product Development - The company has established an FPGA development platform to rapidly create a range of products, including FPGA, RF-FPGA, PSoC, RFSoC, and FPAI, which have received positive feedback from customers [2] Group 2: Market Strategy - Fudan Microelectronics aims to consolidate and expand its sales in high-reliability applications while actively exploring industrial-grade FPGA applications [2] - The company is committed to advancing sales efforts in industrial control and communication sectors, which are considered non-high-reliability markets [2]

Core Viewpoint - Fudan Microelectronics is a leading technology company in the domestic high-end FPGA market, emphasizing the advantages of FPGA in various applications [2] Group 1: FPGA Technology - FPGA is a hardware-reconfigurable integrated circuit chip known for its high flexibility, high parallelism, and low latency [2] - FPGA is considered an ideal solution in fields with frequent iteration upgrade cycles or deterministic low-latency requirements, such as wired and wireless communications, low Earth orbit satellite communications, video imaging, industrial control, artificial intelligence, and high-reliability special applications [2]

Core Viewpoint - The stock of Shanghai Fudan (01385) has seen a significant increase, attributed to positive market conditions in the storage sector and anticipated price hikes in NAND flash memory [1] Group 1: Market Trends - Kingston's SSD business manager indicated that NAND flash memory shortages will intensify in the next 30 days, leading to further increases in SSD prices [1] - Everbright Securities reports a favorable demand outlook in the storage and high-reliability sectors, benefiting non-volatile memory products from rising storage prices [1] Group 2: Company Performance - The smart meter business is expected to benefit from the company's competitive advantages and increased shipment volumes, particularly in automotive body control areas [1] - First Shanghai's recent report highlights that the company's 28nm FPGA products, launched six years ago, are set to see revenue contributions from the next-generation 1xnm FinFET FPGA products starting in 2026, with market share expansion anticipated next year [1] Group 3: Financial Projections - The programmable chip (PSoC) products based on 1xnm FinFET technology have extensive applications in high-reliability and industrial control sectors, currently accounting for 25% of FPGA business revenue [1] - For the fiscal year 2025, the company's FPGA business revenue is projected to grow by 38.6% year-on-year, reaching 1.47 billion yuan [1]

Core Viewpoint - The stock of Shanghai Fudan (01385) has seen a significant increase, rising over 8% in the afternoon trading session, driven by positive market sentiment regarding the demand for storage solutions and the anticipated price increases in NAND flash memory [1] Group 1: Market Trends - Kingston's data center SSD business manager indicated that a shortage of NAND flash memory is expected to worsen in the next 30 days, leading to further increases in SSD prices [1] - According to Everbright Securities, the demand in the storage and high-reliability sectors is improving, benefiting non-volatile memory products from the rising storage prices [1] Group 2: Company Developments - The smart meter business of the company is expected to benefit from its competitive advantages and increased shipment volumes, particularly in automotive body control and automotive-grade MCU shipments [1] - First Shanghai's recent report highlighted that the company's 28nm FPGA products have been in the market for six years since their development in 2018, with the next-generation 1xnm FinFET FPGA products expected to start generating revenue in 2026 [1] - The programmable system-on-chip (PSoC) products based on 1xnm FinFET technology are widely used in high-reliability and industrial control fields, currently accounting for 25% of the FPGA business revenue [1] - Looking ahead to the fiscal year 2025, the company's FPGA business revenue is projected to grow by 38.6% year-on-year, reaching 1.47 billion yuan [1]