7月28日，上海复旦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。 香港联交所最新资料显示，8月11日，上海复旦(01385)股东将股票由UBS Securities Hong Kong Limited 转入香港上海汇丰银行，转仓市值2.84亿港元，占比3.21%。 ...

智通财经APP获悉，香港联交所最新资料显示，8月11日，上海复旦(01385)股东将股票由UBS Securities Hong Kong Limited转入香港上海汇丰银行，转仓市值2.84亿港元，占比3.21%。 7月28日，上海复旦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。 ...

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。 ...

Market Overview - The market is experiencing normal fluctuations, with bank stocks being a focus for portfolio adjustments, leading to a slight decline in the Hang Seng Index by 0.15% [1] - U.S. President Trump claims the EU has agreed to invest $600 billion as part of a trade deal, but EU officials clarify that this investment is from private companies and not from EU budgets [1] - Ongoing U.S.-China talks are expected to continue, with no immediate resolutions anticipated [1] Policy Impact - The implementation of China's childcare subsidy policy has shown initial positive effects, with stocks like Ausnutria Dairy (01717) rising by 15% before retreating due to a lack of incremental growth expectations [2] - The People's Bank of China's survey indicates a decline in income perception, which may hinder consumer spending and economic growth [2] Pharmaceutical Sector - WuXi AppTec (02359) reported a revenue of 20.799 billion yuan, a 20.6% year-on-year increase, and a net profit of 8.287 billion yuan, up 95.5% year-on-year, leading to a stock surge of over 11% [3] - Other companies like Kanglong Chemical (03759) and Zhaoyan New Drug (06127) also forecasted revenue growth, contributing to a positive trend in the pharmaceutical sector [3] AI and Technology Investments - The World Artificial Intelligence Conference resulted in 31 projects being signed with investments exceeding 15 billion yuan, boosting related sectors such as hardware and fiber optics [4] - Changfei Optical Fiber (06869) is seeing positive market sentiment due to its advancements in technology and production capacity, with a stock increase of over 12% [4] Corporate Collaborations - Shanghai Fudan (01385) has entered a technology service contract with Fudan University to develop advanced FPGA technology, resulting in a stock increase of nearly 10% [5] - Hard Egg Innovation (00400) is set to launch a flagship AI computing platform, which is expected to attract significant market interest [5] Stock Movements - JunDa Holdings (02865) has transferred shares to the Hong Kong Stock Connect, enhancing liquidity and resulting in a stock increase of nearly 6% [6] - Notable net purchases by South Korean investors in Hong Kong stocks include Alibaba (09988) and CATL (03750), indicating strong foreign interest [6] Environmental Regulations - Tangshan has completed environmental rectifications for local steel companies, aiming to control steel production capacity by the end of 2025, which may strengthen the steel sector's fundamentals [7] Aerospace Industry - AVIC Science and Technology (02357) reported a revenue of 2.376 billion yuan for its subsidiary, with a focus on integrating aviation businesses and benefiting from strong industry demand [8] - The C919 domestic aircraft has received over 1,000 orders, with projections for the international civil aviation market reaching $6.6 trillion, positioning AVIC for significant growth opportunities [9]

Group 1 - The company Fudan Microelectronics (688385.SH) plans to sign a "Technical Service Contract" with Fudan University to develop ultra-large-scale FPGA layout and routing technology [1] - The contract amount is set at 3.5 million RMB [1] - The contract has been approved by the company's board of directors and will take effect upon signing with Fudan University [1]

复旦微电表示，基于复旦大学设有集成芯片与系统国家重点实验室及微电子学院，拥有先进器材及设备，聘用大量尖端专才并在微电子研究及开发方面具 备丰富的知识和经验。公司与复旦大学共同推动产学研合作，有利于公司的经营。 其进一步表示，公司与复旦大学保持稳定的合作关系，本次关联交易不会对公司的独立性产生不利影响，公司主营业务不会因此类交易对关联方形成依 赖。 （校对/黄仁贵） 7月28日，复旦微电发布公告称，公司拟与复旦大学签署《技术服务合同》，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，合同金额350万元人民币。交易类别为接受关联方劳务类。 合同于2025年7月28日生效，到2026年12月31日结束。研究开发的知识产权将归公司所有。 ...

智通财经7月28日电，复旦微电(688385.SH)公告称，公司与复旦大学订立一项技术服务合同，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，合同金额350万元人民币。该交易 属于接受关联方劳务类，构成关联交易。 复旦微电：与复旦大学订立技术服务合同 合同金额350万元 ...