11月21日，复旦微电跌4.61%，成交额4.89亿元。两融数据显示，当日复旦微电获融资买入额3999.34万 元，融资偿还4599.26万元，融资净买入-599.92万元。截至11月21日，复旦微电融资融券余额合计6.09 亿元。 机构持仓方面，截止2025年9月30日，复旦微电十大流通股东中，嘉实上证科创板芯片ETF（588200） 位居第五大流通股东，持股731.77万股，相比上期减少33.69万股。香港中央结算有限公司位居第八大流 通股东，持股680.43万股，相比上期增加102.04万股。南方军工改革灵活配置混合A（004224）位居第 九大流通股东，持股642.27万股，相比上期增加76.78万股。南方中证500ETF（510500）位居第十大流 通股东，持股473.47万股，为新进股东。 融资方面，复旦微电当日融资买入3999.34万元。当前融资余额6.00亿元，占流通市值的2.03%，融资余 额超过近一年50%分位水平，处于较高位。 责任编辑：小浪快报 截至9月30日，复旦微电股东户数2.75万，较上期增加26.42%；人均流通股19562股，较上期减少 20.91%。2025年1月-9月，复 ...

机构持仓方面，截止2025年9月30日，复旦微电十大流通股东中，嘉实上证科创板芯片ETF（588200） 位居第五大流通股东，持股731.77万股，相比上期减少33.69万股。香港中央结算有限公司位居第八大流 通股东，持股680.43万股，相比上期增加102.04万股。南方军工改革灵活配置混合A（004224）位居第 九大流通股东，持股642.27万股，相比上期增加76.78万股。南方中证500ETF（510500）位居第十大流 通股东，持股473.47万股，为新进股东。 11月14日，复旦微电跌2.93%，成交额3.47亿元。两融数据显示，当日复旦微电获融资买入额3361.70万 元，融资偿还2805.90万元，融资净买入555.81万元。截至11月14日，复旦微电融资融券余额合计6.20亿 元。 责任编辑：小浪快报 截至9月30日，复旦微电股东户数2.75万，较上期增加26.42%；人均流通股19562股，较上期减少 20.91%。2025年1月-9月，复旦微电实现营业收入30.24亿元，同比增长12.70%；归母净利润3.30亿元， 同比减少22.69%。 分红方面，复旦微电A股上市后累计派现3.11亿 ...

Core Insights - Fudan Microelectronics experienced a 5.1% increase in stock price, reaching 59.14 CNY per share, with a trading volume of 444 million CNY and a turnover rate of 1.43%, resulting in a total market capitalization of 48.579 billion CNY [1] Company Overview - Fudan Microelectronics Group Co., Ltd. was established on July 10, 1998, and went public on August 4, 2021. The company is primarily engaged in integrated circuit (IC) related businesses [1] - The company operates through two main business segments: design, development, and sales of integrated circuits, and providing integrated circuit testing services. Additionally, it engages in manufacturing probe cards, developing and selling computer software, hardware, electronic products, and communication systems, as well as offering investment management and consulting services [1] - The revenue composition of the company includes: FPGA and other products (37.04%), non-volatile memory (23.92%), security and identification chips (21.35%), smart meter chips (13.46%), integrated circuit testing services (4.15%), and rental income (0.09%) [1] Fund Holdings - According to data, one fund under Baodao holds a significant position in Fudan Microelectronics. The Baodao SSE STAR Market Composite Index Enhanced A (023901) held 117,700 shares in the third quarter, accounting for 1.14% of the fund's net value, making it the eighth largest holding. The estimated floating profit for today is approximately 337,800 CNY [2] - The Baodao SSE STAR Market Composite Index Enhanced A (023901) was established on April 29, 2025, with a latest scale of 78.021 million CNY and has achieved a return of 36.85% since inception [2] Fund Manager Profile - The fund manager of Baodao SSE STAR Market Composite Index Enhanced A (023901) is Yang Meng, who has been in the position for 7 years and 98 days. The total asset scale of the fund is 18.856 billion CNY, with the best fund return during the tenure being 172.5% and the worst being -27.34% [3]

Core Insights - Fudan Microelectronics shares increased by 2.01% on November 13, reaching 57.40 CNY per share, with a total market capitalization of 47.15 billion CNY [1] Company Overview - Fudan Microelectronics Group Co., Ltd. was established on July 10, 1998, and went public on August 4, 2021. The company is primarily engaged in integrated circuit (IC) related businesses [2] - The company operates through two main segments: design, development, and sales of integrated circuits, and providing integrated circuit testing services. It also engages in manufacturing probe cards and offers various technology consulting services [2] - The revenue composition includes: FPGA and other products (37.04%), non-volatile memory (23.92%), security and identification chips (21.35%), smart meter chips (13.46%), integrated circuit testing services (4.15%), and rental income (0.09%) [2] Financial Performance - As of September 30, the number of shareholders increased by 26.42% to 27,500, while the average number of tradable shares per person decreased by 20.91% to 19,562 shares [3] - For the period from January to September 2025, the company reported revenue of 3.024 billion CNY, a year-on-year increase of 12.70%, while net profit attributable to shareholders decreased by 22.69% to 330 million CNY [3] Dividend and Shareholding - Since its A-share listing, Fudan Microelectronics has distributed a total of 311 million CNY in dividends, with 258 million CNY distributed over the past three years [4] - As of September 30, 2025, notable institutional shareholders include: - Harvest CSI Star Market Chip ETF (588200) as the fifth largest shareholder, holding 7.3177 million shares, a decrease of 336,900 shares from the previous period - Hong Kong Central Clearing Limited as the eighth largest shareholder, holding 6.8043 million shares, an increase of 1.0204 million shares - Southern Military Reform Flexible Allocation Mixed A (004224) as the ninth largest shareholder, holding 6.4227 million shares, an increase of 767,800 shares - Southern CSI 500 ETF (510500) as the tenth largest shareholder, holding 4.7347 million shares, a new entry [4]

Core Viewpoint - Fudan Microelectronics experienced a decline in stock price and trading volume on November 12, with significant financing activities indicating a mixed sentiment among investors [1][2]. Group 1: Financial Performance - For the period from January to September 2025, Fudan Microelectronics reported a revenue of 3.024 billion yuan, representing a year-on-year growth of 12.70% [2]. - The company's net profit attributable to shareholders was 330 million yuan, showing a year-on-year decrease of 22.69% [2]. - Cumulative cash dividends since the A-share listing amount to 311 million yuan, with 258 million yuan distributed over the past three years [3]. Group 2: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders increased by 26.42% to 27,500, while the average circulating shares per person decreased by 20.91% to 19,562 shares [2]. - On November 12, the financing buy-in amount was 25.24 million yuan, while the financing repayment was 26.27 million yuan, resulting in a net financing outflow of 1.03 million yuan [1]. - The total balance of margin trading for Fudan Microelectronics reached 650 million yuan, with the financing balance accounting for 2.13% of the circulating market value, indicating a high level compared to the past year [1]. Group 3: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included notable entities such as the Harvest SSE STAR Chip ETF, which held 7.32 million shares, a decrease of 336,900 shares from the previous period [3]. - The Hong Kong Central Clearing Limited increased its holdings to 6.80 million shares, up by 1.02 million shares [3]. - The Southern Military Reform Flexible Allocation Mixed A Fund entered the top ten shareholders with 4.73 million shares, marking a new investment [3].

Group 1 - The core viewpoint of the news is that Fudan Microelectronics has experienced a decline in stock price and trading activity, with a notable drop in net profit year-on-year despite revenue growth [1][3]. Group 2 - Fudan Microelectronics, established on July 10, 1998, and listed on August 4, 2021, operates primarily in the integrated circuit (IC) sector, focusing on design, development, and sales of ICs, as well as providing testing services [2]. - The company's revenue composition 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, and 4.15% from IC testing services [2]. - As of September 30, 2025, the number of shareholders increased by 26.42% to 27,500, while the average circulating shares per person decreased by 20.91% to 19,562 shares [3]. - For the period from January to September 2025, Fudan Microelectronics reported a revenue of 3.024 billion yuan, a year-on-year increase of 12.70%, while net profit attributable to shareholders decreased by 22.69% to 330 million yuan [3]. - The company has distributed a total of 311 million yuan in dividends since its A-share listing, with 258 million yuan distributed over the past three years [4]. - Among the top ten circulating shareholders as of September 30, 2025, notable changes include a decrease in holdings by the fifth-largest shareholder and an increase by the eighth-largest shareholder [4].

Group 1 - Fudan Microelectronics experienced a decline of 5.01% on November 5, with a stock price of 58.42 yuan per share and a trading volume of 367 million yuan, resulting in a total market capitalization of 47.988 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 - According to data, one fund under Baodao holds a significant position in Fudan Microelectronics, with the Baodao SSE STAR Market Composite Index Enhanced A Fund (023901) holding 117,700 shares, accounting for 1.14% of the fund's net value, making it the eighth largest holding [2] - The Baodao SSE STAR Market Composite Index Enhanced A Fund was established on April 29, 2025, with a latest scale of 78.021 million yuan and has achieved a return of 37.6% since inception [2] Group 3 - The fund manager of Baodao SSE STAR Market Composite Index Enhanced A Fund is Yang Meng, who has been in the position for 7 years and 90 days, managing total assets of 18.856 billion yuan, with the best fund return during the tenure being 175.63% and the worst being -27.34% [3]

Core Insights - Fudan Microelectronics experienced a decline of 5.11% on October 14, with a stock price of 60.11 CNY per share and a total market capitalization of 49.376 billion CNY [1] Company Overview - Fudan Microelectronics Group Co., Ltd. was established on July 10, 1998, and went public on August 4, 2021. The company is primarily engaged in integrated circuit (IC) related businesses [1] - The company operates through two main business segments: design, development, and sales of integrated circuits, and providing integrated circuit testing services. It also engages in manufacturing probe cards and developing and selling computer software, hardware, electronic products, and communication systems [1] - The revenue composition of the company includes: FPGA and other products (37.04%), non-volatile memory (23.92%), security and identification chips (21.35%), smart meter chips (13.46%), integrated circuit testing services (4.15%), and rental income (0.09%) [1] Fund Holdings - According to data from the top ten holdings of funds, Yongying Fund has one fund heavily invested in Fudan Microelectronics. The Satellite ETF (159206) reduced its holdings by 52,100 shares in the second quarter, now holding 87,400 shares, which accounts for 4.64% of the fund's net value, making it the fourth-largest holding [2] - The estimated floating loss for the fund today is approximately 283,100 CNY [2] Fund Performance - The Satellite ETF (159206) was established on March 6, 2025, with a latest scale of 92.7281 million CNY and a cumulative return of 19.44% since inception [3] - The fund manager, Liu Tingyu, has been in position for 2 years and 63 days, with total assets under management of 9.046 billion CNY. The best return during his tenure is 107.02%, while the worst return is -2.73% [3]

Core Viewpoint - Fudan Microelectronics experienced a stock price increase of 64.60% year-to-date, with a recent market capitalization of 51.799 billion yuan, despite a slight decline of 1.42% over the past five trading days [1][3]. Company Overview - Fudan Microelectronics Group Co., Ltd. was established on July 10, 1998, and went public on August 4, 2021. The company is primarily engaged in integrated circuit (IC) related businesses, operating through two segments: design, development, and sales of integrated circuits, and providing IC testing services [2]. - The revenue composition 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%) [2]. Financial Performance - As of June 30, the number of shareholders decreased by 7.44% to 21,700, while the average circulating shares per person increased by 8.04% to 24,735 shares. For the first half of 2025, the company reported revenue of 1.839 billion yuan, a year-on-year increase of 2.49%, but net profit attributable to shareholders fell by 44.38% to 194 million yuan [3]. - Since its A-share listing, Fudan Microelectronics has distributed a total of 311 million yuan in dividends, with 258 million yuan distributed over the past three years [4]. Shareholding Structure - As of June 30, 2025, the top ten circulating shareholders include the Harvest CSI Chip ETF, which increased its holdings by 728,000 shares to 7.6546 million shares, while Hong Kong Central Clearing Limited reduced its holdings by 3.9242 million shares to 5.7838 million shares. A new shareholder, Southern Military Reform Flexible Allocation Mixed A, entered the top ten with 5.6549 million shares [4].

Core Insights - Fudan Microelectronics experienced a decline of 0.98% in stock price on October 9, with a trading volume of 1.745 billion yuan [1] - The company reported a net financing purchase of 105 million yuan on the same day, with a total financing and securities lending balance of 720 million yuan [1] Company Overview - Fudan Microelectronics, established on July 10, 1998, and listed on August 4, 2021, is based in Yangpu District, Shanghai, and primarily engages in integrated circuit (IC) related businesses [2] - The company's revenue composition 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 [2] Financial Performance - For the first half of 2025, Fudan Microelectronics achieved a revenue of 1.839 billion yuan, reflecting a year-on-year growth of 2.49%, while the net profit attributable to shareholders decreased by 44.38% to 194 million yuan [2] - Cumulatively, the company has distributed 311 million yuan in dividends since its A-share listing, with 258 million yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 7.44% to 21,700, with an average of 24,735 circulating shares per person, an increase of 8.04% [2] - Among the top ten circulating shareholders, the largest increase was seen in the holdings of the Harvest SSE STAR Chip ETF, which rose by 728,000 shares to 7.6546 million shares [3]