报告期内，尽管中国半导体市场呈现快速增长态势，但由于智能电表领域客户项目周期调整及行业去库 存的影响，公司的计量芯片和MCU芯片出货量有所下滑。与此同时，市场竞争加剧导致芯片销售价格 承压，公司营业收入与毛利率较上年同期均出现下降。 钜泉科技(688391.SH)披露2025年度业绩快报，2025年度实现营业总收入5.39亿元，同比减少8.99%;实现 归属于母公司所有者的净利润4286.7万元，同比减少54.20%。 ...

格隆汇2月27日丨钜泉科技(688391.SH)公布2025年年度业绩快报，公司2025年度实现营业总收入 53,866.86万元，同比减少8.99%；实现归属于母公司所有者的净利润4,286.70万元，同比减少54.20%； 实现归属于母公司所有者的扣除非经常性损益的净利润1,484.13万元，同比减少71.76%。 报告期内，尽管中国半导体市场呈现快速增长态势，但由于智能电表领域客户项目周期调整及行业去库 存的影响，公司的计量芯片和MCU芯片出货量有所下滑。与此同时，市场竞争加剧导致芯片销售价格 承压，公司营业收入与毛利率较上年同期均出现下降。 ...

【今日速览】 ①军工电子+商业航天+卫星互联网+国产芯片！公司在低轨大规模星座系统建设中是国产基础元器件最 重要的供应商之一； ②半导体+集成电路+存储芯片+MCU芯片+智能穿戴！受益于存储芯片市场供给格局的有利变化，公司 Q4净利环比增长714%； 【臻选回顾】 2月25日提示《光学元件+光电子+玻璃基板+光刻机+AR/VR+芯片！公司光通讯业务产品主要应用于光 模块中》，蓝特光学26日低开高走收涨1.54%；25日提示《PCB+CPO+5G+存储芯片+光通信！覆铜板行 业需求复苏，公司2025年净利润同比大增近4倍》，南亚新材26日低开高走放量大涨，收涨6.4%，创出 历史新高；25日提示《储能+智能电网+虚拟电厂+电力物联网+特高压！公司独立储能电站一季度内将 正式进入商运》，智光电气26日低开高走收涨4.58%，股价刷新近11年来新高。 ③军工+商业航天+华为昇腾+卫星互联网+无人机！公司产品已经能够满足火箭一级回收重复利用技术 的需求。 点击解锁付费内容，捕捉每天公告中的"黄金机会"！ ...

2、根据2023年3月7日互动易，公司主要向消费电子、物联网、照明、工业及汽车领域等应用领域的电 子产品制造商销售电子元器件，并提供产品方案和技术支持，其中有部分产品为MCU芯片。 3、公司2023年5月5日公告：公司芯片定制业务芯片定制业务推出了"智能复位MCU"和"智能复位和高 速通信芯片"两款产品，主要应用于TWS耳机，已批量供货。 来源：新浪证券-红岸工作室 2月26日，好上好涨0.77%，成交额1.67亿元，换手率3.23%，总市值93.70亿元。 异动分析 存储芯片+MCU芯片+无线耳机+芯片概念+人民币贬值受益 1、2023年6月1日互动易回复：公司代理的产品主要包括SoC芯片、无线芯片及模块、电源及功率器 件、模拟/数字器件、存储器等主动元器件，存储器业务是公司主要业务的方向之一。 4、深圳市好上好信息科技股份有限公司的主营业务是电子元器件分销，主要向消费电子、物联网、照 明、工业控制、汽车电子及新能源等应用领域的电子产品制造商销售电子元器件，并提供相关产品设计 方案和技术支持等服务。主要产品包括SoC芯片、无线芯片及模块、电源及功率器件、模拟/数字器件、 存储器、LED器件、处理器、传感器、 ...

A股证券代码：688385 证券简称：复旦微电 公告编号：2026-006 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 2025年度业绩快报公告 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。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计，具体数据以公司2025年年 度的定期报告为准，提请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：人民币 万元 ■ 注：1.本报告期初数同法定披露的上年年末数。 2.以上财务数据及指标以公司未经审计的合并报表数据填列。 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素情况 1、报告期经营情况 公司实现营业收入约为39.82亿元，较上年度增长约10.92%。公司实现归属于母公司所有者的净利润约 为2.32亿元，较上年度下降约59.42%；实现归属于母公司所有者的扣除非经常性损益的净利润约为1.43 亿元，较上年度下降约69.29%。 2、报告期财务状况 截至2025年12月3 ...

Core Viewpoint - Fudan Microelectronics (688385.SH) reported a total operating revenue of 3.982 billion yuan for the year 2025, representing a year-on-year increase of 10.92%, while the net profit attributable to the parent company was 232 million yuan, reflecting a significant year-on-year decline of 59.42% [1][1]. Group 1: Financial Performance - The company achieved total operating revenue of 3.982 billion yuan in 2025, marking a 10.92% increase compared to the previous year [1]. - The net profit attributable to the parent company was 232 million yuan, which is a decrease of 59.42% year-on-year [1]. - The overall gross profit increased by approximately 229 million yuan compared to the same period last year, with the gross margin remaining stable [1]. Group 2: Industry Insights - The semiconductor industry experienced notable structural differentiation in 2025, with significant variations in downstream application demand [1]. - FPGA products showed strong performance in various fields such as wired and wireless communication, satellite communication, industrial control, artificial intelligence, and high-reliability applications, contributing to revenue growth [1]. - The market performance of security and identification chips varied across subcategories, with overall revenue experiencing slight growth driven by RFID and sensor chips [1]. - The non-volatile memory market faced intense competition, leading to a decline in annual revenue [1]. - MCU chips saw rapid growth in shipments in the automotive and white goods markets due to favorable market positioning and stable product quality [1].

智通财经APP讯，复旦微电(688385.SH)披露2025年度业绩快报，2025年度公司实现营业总收入39.82亿 元，同比增长10.92%;归属于母公司所有者的净利润2.32亿元，同比下降59.42%。 2025年，半导体行业的景气度呈现出明显的结构性分化，下游应用需求差异显著。FPGA产品在有线无 线通信、卫星通信、工业控制、人工智能以及高可靠等领域应用良好，公司产品竞争力强，营收增长; 安全与识别芯片各子线产品市场表现不同，在RFID与传感芯片带动下整体营收小幅增长;非挥发存储器 市场竞争激烈，全年营收下降;MCU芯片因良好市场布局和稳定产品质量，在车规和白色家电市场出货 较上年快速增长。公司整体营业收入实现增长，毛利率保持稳定，毛利较上年同期增加约为2.29亿元。 ...

Core Viewpoint - The news summarizes important announcements from various companies, highlighting significant developments in their operations and financial performance. Company Announcements - Tianfeng Securities received a notice from the China Securities Regulatory Commission regarding a case of information disclosure violation related to Fujian Yong'an Forestry Group, and the company will cooperate with the investigation [3] - Southwest Securities plans to raise no more than 6 billion yuan through a private placement to supplement its capital and optimize its capital structure [4] - Qiaoyin Co. has terminated its investment in the artificial intelligence industry headquarters project due to changes in cooperation conditions, with a planned investment of no more than 1 billion yuan [5] - Zongshen Power is planning a major asset swap with Longxin General, aiming to resolve competition issues and promote clearer business development [6] - Laimei Pharmaceutical's selected products for national centralized procurement are expected to generate 106 million yuan in sales for 2024, accounting for 13.35% of the company's revenue [7] Performance Reports - Huayin Technology reported a net profit of 313 million yuan for 2025, a decrease of 24.28%, with revenue of 1.251 billion yuan, up 9.83% [9] - Youlide announced a net profit of 152 million yuan for 2025, down 16.88%, with revenue of 1.221 billion yuan, up 7.99% [10][11] - Fudan Microelectronics reported a net profit of 232 million yuan for 2025, a decline of 59.42%, with revenue of 3.982 billion yuan, up 10.92% [12] - Hanzhong Precision reported a net profit of 470 million yuan for 2025, down 45.54%, with revenue of 2.928 billion yuan, a decrease of 20.32% [13] Shareholding Changes - Gaomei Co.'s controlling shareholder and several directors plan to reduce their holdings by up to 3.19% of the company's shares [15] - Guanghuan New Network's controlling shareholder intends to reduce its stake by up to 3% [16] - ST Yigou's shareholder plans to reduce its holdings by up to 2.5% [17] - Juguang Technology's shareholders plan to collectively reduce their holdings by up to 2.3339% [18] - Xiandai Jidian's shareholder intends to reduce its stake by up to 2.05% [19] - Zhejing Pharmaceutical's shareholders plan to reduce their holdings by up to 1.0385% [21] Contract Signings - China Nuclear Construction signed contracts worth 3.393 billion yuan in January, with total revenue of 7.69 billion yuan [23] - China Chemical signed contracts totaling 36.925 billion yuan in January, including significant contracts over 500 million yuan [24]

Core Viewpoint - The company reported a total revenue of approximately 3.98 billion RMB for 2025, reflecting a year-on-year growth of 10.92%, while net profit attributable to the parent company decreased by 59.42% to about 232 million RMB [1] Group 1: Financial Performance - Total revenue for 2025 was approximately 3.98 billion RMB, a year-on-year increase of 10.92% [1] - Net profit attributable to the parent company was approximately 232 million RMB, a decrease of 59.42% compared to the previous year [1] - The net profit excluding non-recurring gains and losses was about 143 million RMB, down approximately 69.29% year-on-year [1] - Basic earnings per share were 0.28 RMB [1] Group 2: Industry Insights - The semiconductor industry showed significant structural differentiation in demand, with notable variations in downstream applications [1] - FPGA products performed well in various fields including wired and wireless communication, satellite communication, industrial control, and artificial intelligence, contributing to revenue growth [1] - The market performance of security and identification chips varied across subcategories, with overall revenue experiencing slight growth driven by RFID and sensor chips [1] - The non-volatile memory market faced intense competition, leading to a decline in annual revenue [1] - MCU chips saw rapid growth in shipments in the automotive and white goods markets due to strong market positioning and stable production quality [1] Group 3: Cost and Expenses - The decrease in net profit was primarily due to increased R&D expenses and asset impairment losses, along with a reduction in other income [2] - R&D expenses amounted to approximately 1.22 billion RMB, an increase of about 192 million RMB year-on-year, driven by efforts to enhance product competitiveness and supply chain resilience [2] - Asset impairment losses were approximately 437 million RMB, an increase of about 268 million RMB compared to the previous year, attributed to strategic inventory buildup and changes in downstream demand structure [2] Group 4: Other Income - Other income decreased to approximately 143 million RMB, down about 91 million RMB year-on-year, due to reduced VAT rebates and government subsidies for R&D [3]

于2025年度，半导体行业的景气度呈现出明显的结构性分化，下游应用需求差异显著。FPGA産品在有 綫无綫通信、卫星通信、工业控制、人工智能以及高可靠等领域应用良好，公司産品竞争力强，营收增 长；安全与识别芯片各子綫産品市场表现不同，在RFID与传感芯片带动下整体营收小幅增长；非挥发 存储器市场竞争激烈，全年营收下降；MCU芯片因良好市场布局和稳定産品质量，在车规和白色家电 市场出货较上年快速增长。公司整体营业收入实现增长，毛利率保持稳定，毛利较上年同期增加约爲人 民币2.29亿元。 截至2025年12月31日，集团总资产约为人民币91.97亿元，较2025年度初期增长约1.72%；归属于母公司 的所有者权益约为人民币61.19亿元，较2025年度初期增长约3.81%；归属于母公司所有者的每股净资产 约为人民币7.43元，较2025年度初期增长约3.48%。 格隆汇2月13日丨上海复旦(01385.HK)公布截至2025年12月31日止年度初步业绩公告，集团于2025年度 实现营业总收入约为人民币39.82亿元，较上年度增长约10.92%；归属于母公司所有者的净利润约为人 民币2.32亿元，较上年度下降约59. ...