【复旦微电：上半年净利润1.94亿元 同比下降44.38%】《科创板日报》27日讯，复旦微电(688385.SH) 公告称，上半年营业收入为18.39亿元，同比增长2.49%；归属于上市公司股东的净利润为1.94亿元，同 比下降44.38%。 转自：智通财经 ...

| A 股证券代码：688385 | 证券简称：复旦微电 | 公告编号：2025-037 | | --- | --- | --- | | 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 第九届监事会第二十一次会议决议公告 本公司监事会及全体监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。 上海复旦微电子集团股份有限公司(以下简称"公司") 第九届监事会第二 十一次会议于 2025 年 8 月 13 日以电子邮件方式发出，于 2025 年 8 月 27 日以 现场加通讯表决的形式召开。目前监事会共有 3 名监事，实到监事 3 名，会议 由监事会主席王晓燕女士主持。会议的召集召开符合《公司法》和《公司章程》 的有关规定，合法有效。 会议审议并通过了如下事项： 表决结果：同意 3 票，反对 0 票，弃权 0 票。 三、审议通过《关于使用闲置自有资金委托理财的议案》 监事会认为：公司使用自有资金进行现金管理，可以提高自有资金的利用 效率，获得一定的投资收益，为公司及股东获取更多回报，不存在损害公司及 中小股东 ...

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。 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")第 十届董事会第三次会议通知于 2025 年 8 月 13 日以电子邮件方式发出，于 2025 年 8 月 27 日以现场加通讯表决的形式召开。目前董事会共有 9 名董事，实到董 事 9 名，会议由董事长兼总经理张卫主持。会议的召集召开符合《公司法》和 《公司章程》的有关规定，合法有效。 | A 股证券代码：688385 | 证券简称：复旦微电 | 公告编号：2025-036 | | --- | --- | --- | | 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 第十届董事会第三次会议决议公告 会议审议并通过了如下事项： 一、审议通过《关于 2025 年度半年度报告及摘要的议案》 董事会对 2025 年半年度报告的编制和审核程序符合法律、行政法规、其他 有关规范性文件和境内外证券监管机构的规定，报告的内容能够及时、真实、 准确、完整地反映公司的实际情况。 表决结果 ...

Group 1 - The "tap-to-pay" concept stocks are showing active performance, with the sector experiencing a strong upward trend [1] - Lens Technology (300433) surged by 12.48%, leading the sector, while Fudan Microelectronics (688385.SH) rose by 11.27%, and Obi Optical (688322.SZ) recorded a 4.34% increase [1] - The upward trend continued in the afternoon session for these three companies [1] Group 2 - Market analysis indicates that the penetration of near-field communication technology in smartphones, wearable devices, and IoT devices is continuously increasing [1] - The "tap-to-pay" interaction method, primarily driven by Alipay, is rapidly gaining popularity, with user numbers exceeding 100 million, becoming a new entry point for offline interactions [1] - This trend is expected to drive a new round of growth opportunities for related companies in the industry chain [1]

Group 1 - The AI industry chain is experiencing significant activity, with the domestic AI-focused ETF (589520) seeing a peak increase of 7% and a trading volume exceeding 590 million yuan, indicating strong market interest [1] - The ETF has attracted over 112 million yuan in investments over the past four days, highlighting a growing confidence in the domestic AI sector [1] - Key stocks within the ETF, such as Lexin Technology, Yuntian Lifei, and Fudan Microelectronics, have shown substantial gains, with Lexin Technology hitting the daily limit up [1] Group 2 - The State Council has issued an opinion on the "Artificial Intelligence +" initiative, setting ambitious goals for AI integration across six key sectors, aiming for over 70% application penetration by 2027 and over 90% by 2030 [3] - There are reports of potential changes in Nvidia's H20 chip sales plans, with indications that production for the Chinese market may be paused, emphasizing the importance of establishing a domestic chip supply chain [3] - Major tech companies are preparing to launch AI glasses, with Meta's upcoming event expected to significantly exceed initial shipment forecasts [3] Group 3 - Tianfeng Securities highlights the release of DeepSeek's V3.1 model, which is optimized for domestic chips, showcasing the synergy between domestic computing power and models, potentially accelerating the industry's self-sufficiency [4] - The domestic AI ETF (589520) is characterized by a high degree of elasticity, with semiconductor stocks making up nearly half of its top holdings, indicating a strong offensive strategy [4] - The integration of edge and cloud AI is identified as a core trend in AI development, with the ETF's constituent stocks positioned to benefit from the acceleration of AI processes in chips and software [4]

（文章来源：每日经济新闻） 每经AI快讯，8月26日，半导体芯片板块局部反弹，士兰微涨停，百傲化学涨超7%，复旦微电、华天科 技、精测电子拉升。 ...

Industry Overview - Near Field Communication (NFC) technology is maturing in China, with applications in mobile payments, public transportation, smart access control, and smart homes [1][11] - The market size of the NFC industry in China is projected to reach approximately 92.5 billion yuan in 2024, representing a year-on-year growth of 21.72% [1][11] - The continuous development of the digital economy and smart city initiatives is expected to further expand the application scenarios of NFC technology, particularly in smart homes and smart transportation [1][11] Technical Characteristics - NFC operates at a frequency of 13.56 MHz, allowing for non-contact point-to-point data transmission within approximately 10 centimeters [1][7] - NFC technology is based on RFID technology and features high security, ease of use, and high transmission rates [1][4] - Compared to other short-range wireless communication technologies, NFC has a lower cost and higher security, making it attractive to many enterprises since its inception in 2003 [4][5] Industry Chain - The upstream of the NFC industry chain includes chips, metal materials, electronic components, plastic materials, and antennas [7] - The midstream involves NFC production and system integration, while the downstream applications include mobile payments, public transportation, smart homes, smart access control, automotive electronics, and wearable devices [7] Market Dynamics - The number of mobile payment transactions in China reached 51.365 billion in the first quarter of 2025, with a year-on-year growth of 15.86% [9] - The total amount of mobile payments was 152.64 trillion yuan, showing a slight increase of 0.37% year-on-year [9] - The simplification of payment processes and enhanced security have led to increased consumer adoption of mobile payment methods, with NFC technology significantly lowering payment barriers [9] Key Companies - Huawei HiSilicon is a leading domestic communication chip design company, known for its high integration and low power consumption NFC chips [13][14] - Unisoc focuses on high-security NFC chips, which have passed multiple international and domestic security certifications [13][14] - Fudan Microelectronics is one of the early entrants in the NFC field, with a high market share in various applications including internet, finance, and smart locks [13][14] - Other notable companies include Macrocard New Technology, which specializes in NFC tags and devices, and Xi'an Unisoc, which provides high-security NFC chip solutions [14] Development Trends - NFC technology is increasingly integrating with AI, 5G, and blockchain, enhancing its application scenarios towards smart and personalized solutions [18] - The technology is expanding beyond traditional payment fields into smart cities, retail, and healthcare, creating a seamless living ecosystem [19][20] - Standardization and industry collaboration are crucial for high-quality market development, with NFC payment standards already implemented in 28 countries and regions [21]

Industry Overview - The RFID industry in China has been rapidly developing, especially since the Internet of Things (IoT) was included in the national development strategy in 2010 [1][11] - The market size of the RFID industry in China is projected to reach 61.22 billion yuan in 2024, with a year-on-year growth of 4.13% [1][11] - The continuous advancement in integrated circuits and communication technology has led to a decrease in the costs of RFID tags and readers, making the technology more accessible to businesses [1][11] RFID Technology Classification - RFID technology is categorized into four main types based on frequency: Low Frequency (LF), High Frequency (HF), Ultra High Frequency (UHF), and Microwave [2][3] - Each type has distinct characteristics and applications, such as LF for animal tracking and UHF for logistics tracking [3] Industry Development History - RFID technology has historical roots dating back to World War II, with its first commercial applications emerging in the late 20th century [6][8] - The technology has evolved significantly, with various stages of development from theoretical exploration to widespread commercial use [6][8] Industry Value Chain - The RFID industry value chain consists of upstream components like chips and antennas, midstream system integration, and downstream applications in logistics, retail, and security management [9] Key Companies and Market Dynamics - The RFID industry in China features a pyramid-shaped competitive structure, with leading companies like Yuanwanggu and Aerospace Information at the top, focusing on comprehensive industry chain layouts [13][14] - Companies such as Guoxin Wulian and Xinlian Chuangzhan are innovating in chip design and antenna materials, contributing to domestic substitution [13][14] Market Trends - The integration of RFID with AI, edge computing, and 6G technology is driving the industry towards intelligent perception and operational efficiency [18] - New application areas are emerging, including smart agriculture, vehicle networking, and environmental sustainability, expanding the use of RFID technology [20] - The establishment of standards and security measures is crucial for the healthy development of the industry, with efforts to create a comprehensive regulatory framework [21]

Core Viewpoint - The special integrated circuit industry is expected to have bottomed out, with stable gross margins maintained [1][2]. Group 1: Financial Performance - Unisoc reported a revenue of 3.047 billion yuan for the first half of 2025, a year-on-year increase of 6.07%, and a net profit of 653 million yuan, up 4.39% year-on-year [1]. - In Q2, Unisoc's revenue reached 2.021 billion yuan, a year-on-year increase of 16.68% and a quarter-on-quarter increase of 97.00%; the net profit was 553 million yuan, up 38.53% year-on-year and 450.56% quarter-on-quarter [1]. - Fudan Microelectronics forecasted a revenue of approximately 1.82 billion to 1.85 billion yuan for the first half of 2025, representing a year-on-year increase of 1.44% to 3.12% [1]. Group 2: Industry Trends - The recovery in the special integrated circuit sector is driven by new products and new fields, with Unisoc maintaining a leading position in FPGA and system-level chip products [1]. - Unisoc has launched several new products for aerospace applications, including aerospace FPGAs and memory solutions, which are seeing successful market promotion and adoption by core users [1]. - Fudan Microelectronics is actively expanding into new products and markets, with growth across various product lines in the integrated circuit design sector, excluding volatile memory [1]. Group 3: Gross Margin Stability - Unisoc's gross margins for 2024 and the first half of 2025 were reported at 55.56%, 55.77%, and 57.95% respectively, with integrated circuit product gross margins at 71.12%, 71.69%, and 74.56% [2]. - Fudan Microelectronics also indicated that its gross margin levels remained stable year-on-year for the first half of 2025 [2].

（1.63%）、中金公司（1.54%）、中国银河（1.52%）、平安好医生（1.47%）、中国金茂（1.45%）。 从中证香港300高贝塔指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证香港300高贝塔指数持仓样本的行业来看，金融占比19.88%、可选消费占比19.82%、信息技术占 比18.22%、医药卫生占比12.38%、房地产占比11.38%、工业占比6.66%、通信服务占比5.86%、主要消 费占比2.93%、原材料占比2.87%。 金融界8月19日消息，上证指数高开震荡，中证香港300高贝塔指数 (H300HB，H30232)报1274.62点。 数据统计显示，中证香港300高贝塔指数近一个月上涨14.01%，近三个月上涨35.04%，年至今上涨 45.66%。 据了解，中证香港策略指数系列从多种策略投资的角度反映了在香港交易所上市证券的整体表现。该指 数以2005年12月30日为基日，以1000.0点为基点。 从指数持仓来看，中证香港300高贝塔指数十大权重分别为：东方甄选（2.71%）、英诺赛科 （2.34%）、融创中国（1.94%）、招商证券（1.78%）、FIT HON T ...