Group 1: Company Highlights - Zhongwang Software has officially completed the adaptation of Zhongwang CAD to Huawei's Harmony system for both tablet and computer multi-terminal use, showcased at the Huawei Harmony Computer Technology and Ecology Communication Conference [1] - Huaxiang Co., Ltd. reported a revenue of 1.98 billion yuan for the first half of the year, a year-on-year increase of 2.38%, and a net profit attributable to shareholders of 290 million yuan, a year-on-year increase of 25.66%. The profit growth outpaced revenue growth due to an increase in the proportion of high-margin precision parts to 80.8% and an improvement in gross margin to 23.3% [1] - Fudan Microelectronics is actively developing a product line of FPGA with a gross margin of approximately 75% expected by mid-2025. The company has completed reliability assessments for its next-generation 1xnm FinFET advanced process FPGA products, which are now in small-batch production [2] Group 2: Financial Performance - Huaxiang Co., Ltd. has seen a decrease in financial expenses primarily due to increased foreign exchange gains, with limited impact from the delisting of convertible bonds. The company plans to mitigate pressures from the decline in white goods production through increased automotive parts volume and cost reduction strategies [1] - Fudan Microelectronics has exceeded 10 million units in annual shipments of automotive MCUs by 2024, with significant year-on-year growth expected in the first half of 2025, primarily for body control and comfort systems [2] Group 3: Strategic Initiatives - Huaxiang Co., Ltd. is focusing on capital expenditures for "three park construction" and expanding its automotive and industrial equipment industrial park. The company is also exploring the robotics sector and plans to establish an industrial fund through external acquisitions [1] - Fudan Microelectronics is working on a product development roadmap for computing power ranging from 4 TOPS to 128 TOPS, with good progress on its first 32 TOPS computing power chip [2]

来源：滚动播报 香港恒生指数收跌1.12%，恒生科技指数跌1.85%。芯片股普跌，中芯国际、上海复旦跌超6%，华虹半 导体跌超5%；创新药概念股回调，歌礼制药跌超10%，恒瑞医药跌超6%；黄金板块下跌，灵宝黄金、 中国黄金国际跌超7%。 ...

附调研内容： 泉果基金Q1、换届以来，新任领导班子对公司未来的发展战略和经营层面有哪些新的思路？ 根据披露的机构调研信息2025年8月28日，泉果基金对上市公司复旦微电进行了调研。 基金市场数据显示，泉果基金成立于2022年2月8日。截至目前，其管理资产规模为163.96亿元，管理基 金数6个，旗下基金经理共5位。旗下最近一年表现最佳的基金产品为泉果旭源三年持有期混合A （016709），近一年收益录得48.96%。 截至2025年8月28日，泉果基金近1年回报前8非货币基金业绩表现如下所示： 基金代码基金简称近一年收益成立时间基金经理016709泉果旭源三年持有期混合A48.962022年10月18日 赵诣 016710泉果旭源三年持有期混合C48.362022年10月18日赵诣 018329泉果思源三年持有期混合 A38.782023年6月2日刚登峰 018330泉果思源三年持有期混合C38.222023年6月2日刚登峰 019624泉果嘉 源三年持有期混合A25.882023年12月5日钱思佳 019625泉果嘉源三年持有期混合C25.382023年12月5日 钱思佳 020855泉果泰然30天持有期债 ...

Market Performance - The Hang Seng Index closed down 1.21% at midday on September 4 [1] - The Hang Seng Tech Index fell by 1.66% [1] Sector Performance - Semiconductor stocks experienced a broad decline, with major players like SMIC, Shanghai Fudan, and Huahong Semiconductor dropping over 6% [1] - Large technology stocks mostly declined, with Alibaba falling nearly 4% and Xiaomi and Kuaishou dropping over 2% [1]

格隆汇9月4日｜恒生科技指数跌幅扩大至逾1%。芯片股震荡下挫，地平线机器人跌超6%，中芯国际、 晶门半导体、华虹半导体跌超5%，上海复旦跌超4%。 | 恒生指数 | 25140.70 | -202.73 | -0.80% | | --- | --- | --- | --- | | 800000 | | | | | 国企指数 | 8958.76 | -91.26 | -1.01% | | 800100 | | | | | 恒生科技指数 | 5616.71 | -67.03 | -1.18% | | 800700 | | | | (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Group 1 - Fudan Microelectronics experienced a decline of 5.06% on September 1, with a stock price of 60.45 yuan per share and a trading volume of 688 million yuan, resulting in a total market capitalization of 49.655 billion yuan [1] - The company, established on July 10, 1998, and listed on August 4, 2021, primarily engages in integrated circuit (IC) related businesses, operating through two segments: design, development, and sales of integrated circuits, and providing IC testing services [1] - The revenue composition of Fudan Microelectronics includes: FPGA and other products (37.04%), non-volatile memory (23.92%), security and identification chips (21.35%), smart meter chips (13.46%), IC testing services (4.15%), and rental income (0.09%) [1] Group 2 - Huashang Fund holds a significant position in Fudan Microelectronics, with its Huashang Innovation Growth Mixed Fund A (000541) reducing its holdings by 20,400 shares in the second quarter, now holding 348,300 shares, which accounts for 1.94% of the fund's net value [2] - The fund has reported a floating loss of approximately 1.1216 million yuan as of the latest data [2] - The Huashang Innovation Growth Mixed Fund A was established on March 18, 2014, with a current size of 724 million yuan, achieving a year-to-date return of 48.28% and a one-year return of 62.93% [2]

Group 1 - Fudan Microelectronics experienced a decline of 5.06% on September 1, with a stock price of 60.45 yuan per share and a trading volume of 688 million yuan, resulting in a total market capitalization of 49.655 billion yuan [1] - The company, established on July 10, 1998, and listed on August 4, 2021, primarily engages in integrated circuit (IC) related businesses, operating through two segments: design, development, and sales of integrated circuits, and providing IC testing services [1] - The revenue composition of Fudan Microelectronics 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, 4.15% from IC testing services, and 0.09% from rental income [1] Group 2 - Jin Ying Fund has a significant holding in Fudan Microelectronics, with its Jin Ying Industry Advantage Mixed A Fund (210003) holding 263,800 shares, accounting for 4.82% of the fund's net value, making it the seventh largest holding [2] - The Jin Ying Industry Advantage Mixed A Fund was established on July 1, 2009, with a current size of 269 million yuan, achieving a year-to-date return of 17.18% and a one-year return of 34.04% [2] - The fund manager, Ni Chao, has been in position for 10 years and 86 days, overseeing assets totaling 3.016 billion yuan, with the best fund return during his tenure being 156.51% [3]

Company Overview - Fudan Microelectronics Group Co., Ltd. is located at 127 Guotai Road, Yangpu District, Shanghai, established on July 10, 1998, and listed on August 4, 2021 [2] - The company primarily engages in integrated circuit (IC) related businesses, operating through two segments: design, development, and sales of integrated circuits, and providing IC testing services [2] - Main revenue sources include FPGA and other products (37.04%), non-volatile memory (23.92%), security and identification chips (21.35%), smart meter chips (13.46%), IC testing services (4.15%), and rental income (0.09%) [2] Financial Performance - As of June 30, 2025, the company reported revenue of 1.839 billion yuan, a year-on-year increase of 2.49%, while net profit attributable to shareholders was 194 million yuan, a decrease of 44.38% year-on-year [3] - Cumulative cash dividends since the A-share listing amount to 311 million yuan, with 258 million yuan distributed over the past three years [4] Stock Performance - On September 1, the stock price decreased by 2.06%, trading at 62.36 yuan per share, with a total market capitalization of 51.224 billion yuan [1] - Year-to-date, the stock price has increased by 62.78%, with a 14.28% rise over the last five trading days, 18.71% over the last 20 days, and 27.71% over the last 60 days [1] Shareholder Structure - As of June 30, 2025, the number of shareholders is 21,700, a decrease of 7.44% from the previous period, with an average of 24,735 circulating shares per shareholder, an increase of 8.04% [3] - Major shareholders include the Harvest SSE Sci-Tech Innovation Board Chip ETF, which increased its holdings by 728,000 shares, and Hong Kong Central Clearing Limited, which reduced its holdings by 392,420 shares [4]

| 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 | 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8月31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9月1日 I. 法定/註冊股本變動 | 2. 股份分類 | 普通股 | 股份類別 | A | | ...

根据市场公开信息及8月29日披露的机构调研信息，知名私募盘京投资近期对5家上市公司进行了调研，相关名单如下： 1）立讯精密 （上海盘京投资管理中心(有限合伙)参与公司电话会议） 个股亮点：智能眼镜类产品是公司消费电子业务重要的产品线；公司系统集成类产品包括 AI 眼镜、 AR/VR/XR 眼镜、智能手环、智能手表 等。；江苏立讯机器人有限公司是公司控股子公司。 机构简介： 盘京投资成立于2016年，是中国优秀的私募证券投资基金管理人之一，在中国证券投资基金业协会登记注册的私募证券投资基金管理人编号为 P1034296。公司由多位长期业绩卓越、并且具备相同价值观的资深投资人创办，是一家以合伙人制度为基础，平台化运营的投资管理机构。盘京 投资立足中国证券市场，聚焦中国上市公司投资机会，同时在海外市场尤其是中概股有广泛布局。xa0公司的建设以投研为导向，以深度产业和个 股研究为投资决策唯一依据，搭建领先于同行的内部研究团队。同时，公司拥有广泛的外部研究资源，与国内各大顶级券商研究所建立了良好的 投研服务关系，通过深入研究发掘并收获根植中国经济的商业和投资机会，依靠扎实的价值判断穿越不同市场周期，坚持运用产业资本思维 ...