Group 1 - The core concept of Alipay's "Tap to Pay" has expanded to over 400 cities and more than 5,000 brands, with user numbers exceeding 100 million since its launch 321 days ago [1] - "Tap to Pay" has developed a complete ecosystem, integrating various services such as payment, dining, hotel check-in, ticket verification, and access control, with over 300 specific application scenarios [1][2] - The terminal for "Tap to Pay" features advanced technology, including a 6.5-inch HD display, miniaturized scanning head, and NFC capabilities, showcasing its versatility and user-friendly design [1] Group 2 - A complete ecosystem involving software development, hardware manufacturing, and collaboration with companies like Fudan Microelectronics and LaCaiLa has been established to support "Tap to Pay" [2] - Fudan Microelectronics is developing a dedicated chip for "Tap to Pay," which is expected to be mass-produced in the second half of the year, enhancing the speed and success rate of interactions [2] - The chip is designed to operate in extreme temperatures and has already secured significant orders from Alipay, indicating strong market demand [2] Group 3 - Companies like Qinnin Technology are demonstrating practical applications of "Tap to Pay," such as opening community gates and managing public facilities, which enhance community management efficiency [3] - The integration of "Tap to Pay" with cloud data allows for seamless access and rapid response times, moving away from traditional physical keys and complex app operations [3] - Initial implementations of "Tap to Pay" in smart communities are taking place in major cities like Beijing, Guangzhou, and Shenzhen, indicating a strategic focus on urban areas [3]

A股证券代码：688385 证券简称：复旦微电 公告编号：2025-013 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 关于持股5%以上股东权益变动触及1%暨以所持股份 参与换购证券投资基金份额计划实施完毕公告 上述换购主体无一致行动人。 二、换购计划的实施结果 本公司董事会、全体董事及相关股东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： ● 本次换购计划实施前，上海复旦复控科技产业控股有限公司（以下简称"复旦复控"）持有上海复旦微 电子集团股份有限公司（以下简称"公司"、"复旦微电"）A股股票109,620,000股，占公司总股本的 13.35%。上述股份来源为IPO之前取得的股份，均为无限售条件流通股。 ● 参与换购证券投资基金份额计划的主要内容：2025年4月2日《关于持股5%以上股东拟以股份参与换 购证券投资基金份额计划公告》，为支持ETF市场发展以及上海国资国企改革，复旦复控拟于2025年4 月2日起15个交易日后的3个月内将持有的本公司部分股份参与换购上证综指交易型开放式指数证券投 ...

| 股证券代码：688385 证券简称：复旦微电 公告编号：2025-013 A | | --- | | 证券简称：上海复旦 港股证券代码：01385 | 上海复旦微电子集团股份有限公司 关于持股 5%以上股东权益变动触及 1%暨以所持股份 参与换购证券投资基金份额计划实施完毕公告 本次换购计划实施前，上海复旦复控科技产业控股有限公司（以下简 称"复旦复控"）持有上海复旦微电子集团股份有限公司（以下简称"公 司"、"复旦微电"）A 股股票 109,620,000 股，占公司总股本的 13.35%。 上述股份来源为 IPO 之前取得的股份，均为无限售条件流通股。 参与换购证券投资基金份额计划的主要内容：2025 年 4 月 2 日《关于 持股 5%以上股东拟以股份参与换购证券投资基金份额计划公告》，为支 持 ETF 市场发展以及上海国资国企改革，复旦复控拟于 2025 年 4 月 2 日起 15 个交易日后的 3 个月内将持有的本公司部分股份参与换购上证 综指交易型开放式指数证券投资基金份额/中证 500 交易型开放式指数 证券投资基金份额/中证上海国企交易型开放式指数证券投资基金份 额。复旦复控拟参与换购的股 ...

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，概不對因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) 海外監管公告 本公告乃上海復旦微電子集團股份有限公司（「本公司」）根據香港聯合交易所有限公司 證券上市規則第 13.10B 條的規定刊發。 茲載列本公司於上海證券交易所網站刊發的《關於持股 5%以上股東權益變動觸及 1%暨 以所持股份參與換購證券投資基金份額計劃實施完畢公告》，僅供參閱。 承董事會命 上海復旦微電子集團股份有限公司 主席 蔣國興 中國，上海，2025 年 4 月 25 日 於本公告日期，本公司之執行董事為蔣國興先生、施雷先生、俞軍先生及沈磊先生； 非 執行董事為莊啟飛先生、張睿女士、宋加勒先生及閆娜女士；獨立非執行董事為曹鍾勇 先生、蔡敏 ...

Core Insights - Alipay's "Tap to Pay" feature has rapidly gained acceptance, reaching over 100 million users within 321 days, significantly faster than previous payment innovations like QR code payments and facial recognition [6][7][10] - The feature has expanded beyond payments to include over 300 different scenarios such as ordering food, opening doors, and ticket verification, integrating seamlessly into daily life [8][12] User Adoption - The user base for "Tap to Pay" has diversified, with a notable increase in older adults and foreign visitors embracing the technology due to its simplicity and convenience [4][5] - The initial user demographic was predominantly young, but now they represent only half of the total users, indicating broader acceptance across age groups [4][6] Business Model and Merchant Benefits - Alipay has developed a new business model that connects brands directly with consumers through "Tap to Pay" devices, reducing the time and complexity of marketing campaigns [10][11] - This model not only enhances payment convenience but also provides merchants with new revenue opportunities and improved operational efficiency [11][14] Technological Innovation - The success of "Tap to Pay" is supported by domestic manufacturing, with a new NFC chip developed in collaboration with Fudan Microelectronics set to be mass-produced in the second half of the year [12][14] - The ecosystem surrounding "Tap to Pay" includes software development, hardware manufacturing, and partnerships with service providers and brand merchants, creating a comprehensive operational framework [13] Future Plans and Initiatives - Alipay plans to accelerate technological and product innovations, expanding the application of "Tap to Pay" across various scenarios while investing heavily in marketing and user engagement [14] - The company has launched a "100 Billion Merchant Support Plan" to assist small businesses in upgrading their payment systems and stimulate local economic activity through consumer incentives [14]

Group 1 - The core idea of the news is the rapid adoption and expansion of Alipay's "Tap to Pay" feature, which has reached over 100 million users in less than a year, with a significant portion being young people under 30 [1] - "Tap to Pay" has been integrated into over 400 cities and more than 10 million merchants, extending its application from payment to various scenarios such as dining, door access, cycling, and hotel check-ins, covering around 300 different use cases [1] - The acceptance rate of mobile payment innovations is accelerating, with "Tap to Pay" achieving 1 million users in just 321 days, compared to 30 months for QR code payments and 15 months for facial recognition payments [1] Group 2 - Ant Group's CEO announced plans to accelerate technological and product innovations for "Tap to Pay," aiming to enhance user experience and expand application scenarios, with a commitment of 10 billion yuan in resources to support the ecosystem [1] - The NFC chip, developed in collaboration with Fudan Microelectronics, is the core component of the "Tap to Pay" device, with the first batch of over 10 million orders expected to be produced in the second half of the year [2] - A new chip for applications beyond payment is also in development, with anticipated orders expected to exceed 100 million [2]

金融界2025年4月18日消息，国家知识产权局信息显示，上海复旦微电子集团股份有限公司申请一项名 为"乘法运算装置"的专利，公开号CN119806473A，申请日期为2023年10月。 作者：情报员 天眼查资料显示，上海复旦微电子集团股份有限公司，成立于1998年，位于上海市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本8190.604万人民币。通过天眼查大数据分 析，上海复旦微电子集团股份有限公司共对外投资了12家企业，参与招投标项目313次，财产线索方面 有商标信息83条，专利信息397条，此外企业还拥有行政许可26个。 本文源自：金融界 专利摘要显示，一种乘法运算装置，包括：符号计算器，适于基于第一值的符号位与第二值的符号位， 确定目标乘积的符号位；第一值与第二值均为浮点数；补偿器，适于基于第一值的尾数位以及第二值的 尾数位，确定指数标志位以及第一补偿值；指数计算器，适于基于第一值的指数位与第二值的指数位， 确定第一指数位；基于第一指数位以及指数标志位，确定目标乘积的指数位；尾数计算器，适于基于第 一值的尾数位与第二值的尾数位，确定第一尾数位；基于第一尾数位以及第一补偿值，确定 ...

Core Viewpoint - The company is poised to leverage the increasing demand for artificial intelligence applications by enhancing its FPGA product offerings, which are characterized by parallel computing, flexibility, and programmability [1] Group 1: Company Strategy - The company plans to expand its field-programmable gate array (FPGA) product series to meet the market demand driven by artificial intelligence and digital communication [1] - The focus on new generation FPGA products aims to strengthen the company's market position and overall competitiveness [1]

复旦微电：美国征收"对等关税"对公司业务影响较小 金十数据4月18日讯，复旦微电高管在2024年度业绩说明会上回应关税影响表示，近期公司产品的价格 总体平稳；当前公司业务以国内市场为主，美国征收"对等关税"对公司业务影响较小。 ...

2025 年 04 月 14 日 公司点评 买入/维持 复旦微电(688385) 昨收盘:50.16 FPGA 产品持续推进，未来可期 ◼ 走势比较 (30%) (8%) 14% 36% 58% 80% 24/4/15 24/6/26 24/9/6 24/11/17 25/1/28 25/4/10 ◼ 股票数据 | 总股本/流通(亿股) | 8.21/5.37 | | --- | --- | | 总市值/流通(亿元) | 412.03/269.41 | | 12 个月内最高/最低价 | 54.15/23.55 | | (元) | | 相关研究报告 <>--2023-08- 30 证券分析师：张世杰 E-MAIL：zhangsj@tpyzq.com 分析师登记编号：S1190523020001 证券分析师：李珏晗 E-MAIL：lijuehan@tpyzq.com 分析师登记编号：S1190523080001 事件：公司发布 24 年年报，24 年实现营业收入 35.90 亿元，同比增 长 1.53%；归属于上市公司股东的净利润 5.73 亿元，同比下降 20.42%； 扣除非经营性损益后的净利润 4.64 亿 ...