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7月31日 狀態: 新提交 致：香港交易及結算所有限公司 II. 已發行股份及/或庫存股份變動 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8月1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, ...

Group 1 - Tian Tie Technology's wholly-owned subsidiary signed a procurement order worth 400 million yuan with Zhuhai Xinjie Energy Technology [1] - Shenli Co., Ltd. announced the termination of a share transfer agreement due to the buyer's failure to pay [1] - *ST Tianwei expects a net profit of 30.06 million yuan for the first half of 2025, a significant increase compared to the previous year [2] Group 2 - Weisheng Information reported a net profit of 305 million yuan for the first half of 2025, up 12.24% year-on-year [3] - Fudan Microelectronics anticipates a net profit decline of 39.67% to 48.29% for the first half of 2025 [3] - Jinbei Electric achieved a net profit of 296 million yuan for the first half of 2025, a 7.46% increase year-on-year [4] Group 3 - Huaneng International reported a net profit of 9.262 billion yuan for the first half of 2025, a 24.26% increase year-on-year [4] - Quzhou Development is planning to issue shares to acquire assets, leading to a temporary stock suspension [4] - Huaye Fragrance's controlling shareholder plans to reduce their stake by up to 3% [5] Group 4 - Zhongbei Communication's subsidiary terminated a planned acquisition due to a lack of consensus on key issues [6] - Saiwei Electronics' major shareholder reduced their stake by 1.06% [7] - Suzhou Planning's shareholders plan to collectively reduce their stake by up to 4.5% [7] Group 5 - *ST King Kong received court approval for a new 100 million yuan debt during its pre-restructuring period [8] - Anche Detection's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [9] - Ruishun Technology's shareholders plan to reduce their stake by up to 3.0013% [11] Group 6 - Guanghuan New Network's controlling shareholder's associates plan to reduce their stake by up to 0.08% [13] - Shanghai Auto Parts' shareholders plan to reduce their stake by up to 1.75% [14] - Aosaikang's shareholder plans to reduce their stake by up to 1.48% [14] Group 7 - Edifier's director plans to reduce their stake by up to 850,810 shares [14] - Xintian Pharmaceutical elected a new chairman and vice chairman [15] - Sanbaisuo adjusted its investment plan to increase investment in its subsidiary in Vietnam by 20.52 million USD [17]

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]

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]

Group 1 - The article highlights the target price increases for several listed companies, with notable gains for Ecovacs, Yingke Medical, and Ruina Intelligent, showing target price increases of 46.04%, 39.79%, and 38.85% respectively, across the small appliances, medical devices, and general equipment sectors [1][2] - On July 29, a total of 32 listed companies received broker recommendations, with Dongpeng Beverage receiving 5 recommendations, Haida Group 4, and Western Mining 3 [3] Group 2 - Three companies received their first coverage on July 29, including Ruina Intelligent with an "Accumulate" rating from Guotai Junan Securities, Yayi International with a "Buy" rating from Shanghai Securities, and Dongpeng Beverage with a "Buy" rating from Qunyi Securities (Hong Kong) [4]

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。 ...

Core Insights - On July 29, 2023, brokerage firms provided target prices for listed companies, with notable increases for companies such as Ecovacs, Yingke Medical, and Ruina Intelligent, showing target price increases of 46.04%, 39.79%, and 38.85% respectively, across the small appliances, medical devices, and general equipment sectors [1][2]. Group 1: Target Price Increases - Ecovacs (603486) received a target price of 112.00 with a target increase of 46.04% from CITIC Securities [2]. - Yingke Medical (300677) has a target price of 45.00, reflecting a 39.79% increase, also from CITIC Securities [2]. - Ruina Intelligent (301129) was assigned a target price of 35.63, indicating a 38.85% increase from Guotai Junan Securities [2]. Group 2: Brokerage Recommendations - A total of 32 listed companies received brokerage recommendations on July 29, with Dongpeng Beverage receiving 5 recommendations, Hai Da Group 4, and Western Mining 3 [4]. - Dongpeng Beverage (605499) closed at 286.72 and was recommended by 5 firms in the beverage and dairy industry [5]. - Hai Da Group (002311) closed at 54.84 with 4 recommendations in the same sector [5]. Group 3: First Coverage - On July 29, 2023, 3 companies received their first coverage from brokerages, including Ruina Intelligent with an "Increase" rating from Guotai Junan Securities, Yayi International with a "Buy" rating from Shanghai Securities, and Dongpeng Beverage with a "Buy" rating from Qunyi Securities (Hong Kong) [6][7]. - Ruina Intelligent (301129) was rated "Increase" in the general equipment sector [7]. - Yayi International (000893) received a "Buy" rating in the agricultural chemical products sector [7].

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 ...