688385 复旦微电
交易中 02-26 11:26:08
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复旦微电（688385）披露2025年度业绩快报，2月24日股价下跌4.88%
证券之星 · 02-24 17:18
复旦微电（688385）披露2025年度业绩快报，2月24日股价下跌4.88%
港股概念追踪 | 存储芯片涨价潮愈演愈烈，行业全面进入卖方市场(附概念股)
智通财经 · 02-24 07:05
港股概念追踪 | 存储芯片涨价潮愈演愈烈，行业全面进入卖方市场(附概念股)
芯片股走弱 华虹半导体(01347)跌5.16%
金吾财讯 · 02-20
芯片股走弱 华虹半导体(01347)跌5.16%
每周股票复盘：复旦微电（688385）2025年净利降59.42%
证券之星 · 02-15
每周股票复盘：复旦微电（688385）2025年净利降59.42%
复旦微电(688385.SH)2025年度归母净利润2.32亿元，同比下降59.42%
智通财经 · 02-13
复旦微电(688385.SH)2025年度归母净利润2.32亿元，同比下降59.42%
复旦微电(688385.SH)拟推2026年限制性股票激励计划
智通财经 · 02-11
复旦微电(688385.SH)拟推2026年限制性股票激励计划
港股芯片股盘初走低 上海复旦跌超6%
南方财经网 · 02-04
港股芯片股盘初走低 上海复旦跌超6%
港股异动 | 芯片股早盘走低 传多家厂商严控存储芯片订单 防止客户过度囤积
智通财经 · 02-02
港股异动 | 芯片股早盘走低 传多家厂商严控存储芯片订单 防止客户过度囤积
港股概念追踪 | 2家半导体公司部分芯片涨价 机构称本轮存储超级周期至少延续至2027年(附概念股)
智通财经 · 01-28
港股概念追踪 | 2家半导体公司部分芯片涨价 机构称本轮存储超级周期至少延续至2027年(附概念股)
港股概念追踪 | 重磅调价!三星电子将一季度NAND价格上调100% 存储“超级牛市”愈演愈烈(附概念股)
智通财经 · 01-26
港股概念追踪 | 重磅调价!三星电子将一季度NAND价格上调100% 存储“超级牛市”愈演愈烈(附概念股)
复旦微电新注册《安全传输协议平台V1.0》项目的软件著作权
证券之星 · 01-24
复旦微电新注册《安全传输协议平台V1.0》项目的软件著作权
复旦微电：华泰证券、广发证券等多家机构于1月21日调研我司
证券之星 · 01-23
复旦微电：华泰证券、广发证券等多家机构于1月21日调研我司
复旦微电年度营收预估介于39.3亿元至40.3亿元区间
美股速递 · 01-23
复旦微电年度营收预估介于39.3亿元至40.3亿元区间
复旦微电：预计去年归母净利润为1.9亿至2.83亿元
新京报 · 01-23
复旦微电：预计去年归母净利润为1.9亿至2.83亿元
中国科学家全球首创“纤维芯片”，对现有芯片有何影响
第一财经 · 01-22
中国科学家全球首创“纤维芯片”，对现有芯片有何影响
每周股票复盘：复旦微电（688385）2026年1月新增228.6万股激励股份上市
证券之星 · 01-18
每周股票复盘：复旦微电（688385）2026年1月新增228.6万股激励股份上市
复旦微电（688385）披露2021年限制性股票激励计划归属结果暨股票上市公告，1月13日股价下跌8.76%
证券之星 · 01-13
复旦微电（688385）披露2021年限制性股票激励计划归属结果暨股票上市公告，1月13日股价下跌8.76%
“碰一下”概念股狂飙，三大核心供应商成资本新宠
小丫投资笔记 · 01-12
“碰一下”概念股狂飙，三大核心供应商成资本新宠
1月12日复旦微电涨9.84%，南方军工改革灵活配置混合A基金重仓该股
证券之星 · 01-12
1月12日复旦微电涨9.84%，南方军工改革灵活配置混合A基金重仓该股
港股概念追踪 | 存储芯片有望持续涨价 机构：建议继续超配存储龙头(附概念股)
智通财经 · 01-07
港股概念追踪 | 存储芯片有望持续涨价 机构：建议继续超配存储龙头(附概念股)
公司概况
公司名称：
上海复旦微电子集团股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2021-08-04
主营业务：
上海复旦微电子集团股份有限公司的主营业务是超大规模集成电路的设计、开发、测试。公司的主要产品是安全与识别芯片、非挥发存储器、智能电表芯片、FPGA及其他产品。
发行价格：
6.23
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Chanana表示，这表明AI存储芯片市场供应依然紧张，三星在高端芯片市场重新获得了定价话语权。兴业证券称，整体来看，2026年存储行业难以形成规模化有效供给。","market":"fut","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1406428.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1526","SG9999006597.SGD","LU0320764599.SGD","BK4585","BK1163","688981","07709","01347","IE0034224299.USD","LU1171460220.USD","BK1607","01385","00981","BK4588","07747","LU0052750758.USD","LU0708995583.HKD","688347","BK1589","688385","BK1614","BK1610","09347"],"gpt_icon":0},{"id":"2612258608","title":"芯片股走弱 华虹半导体(01347)跌5.16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612258608","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612258608?lang=zh_cn&edition=full","pubTime":"2026-02-20 10:16","pubTimestamp":1771553808,"startTime":"0","endTime":"0","summary":"金吾财讯 | 芯片股走弱，截至发稿，华虹半导体(01347)跌5.16%，上海复旦(01385)跌2.97%，中芯国际(00981)跌2.29%，英诺赛科(02577)跌1.99%。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975224","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["688385","BK1163","SFDMY","688347","LU1171460220.USD","BK1610","BK1614","BK1607","LU0708995583.HKD","01385","IE0034224299.USD","688981","BK1589","02577","LU0052750758.USD","BK1526","SG9999006597.SGD","LU0320764599.SGD","BK4585","BK4535","01347","BK4588"],"gpt_icon":0},{"id":"2611435641","title":"每周股票复盘：复旦微电（688385）2025年净利降59.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611435641","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611435641?lang=zh_cn&edition=full","pubTime":"2026-02-15 01:08","pubTimestamp":1771088892,"startTime":"0","endTime":"0","summary":"截至2026年2月13日收盘，复旦微电报收于85.65元，较上周的76.38元上涨12.14%。本周，复旦微电2月12日盘中最高价报88.72元。复旦微电当前最新总市值705.51亿元，在半导体板块市值排名26/171，在两市A股市值排名284/5189。本周关注点业绩披露要点：复旦微电2025年归母净利润同比减少59.42%。业绩披露要点复旦微电发布2025年度业绩快报，归属净利润为2.323亿元，同比下降59.42%。营业总收入达39.82亿元，同比增长10.92%；营业利润为2.04亿元，同比下降63.50%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026021500000084.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688385"],"gpt_icon":0},{"id":"2611532741","title":"复旦微电(688385.SH)2025年度归母净利润2.32亿元，同比下降59.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611532741","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611532741?lang=zh_cn&edition=full","pubTime":"2026-02-13 18:38","pubTimestamp":1770979131,"startTime":"0","endTime":"0","summary":"智通财经APP讯，复旦微电 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。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。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405287.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"复旦微电(688385.SH)2025年度归母净利润2.32亿元，同比下降59.42%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688385"],"gpt_icon":0},{"id":"2610300009","title":"复旦微电(688385.SH)拟推2026年限制性股票激励计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2610300009","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610300009?lang=zh_cn&edition=full","pubTime":"2026-02-11 21:16","pubTimestamp":1770815772,"startTime":"0","endTime":"0","summary":"智通财经APP讯，复旦微电(688385.SH)披露2026年限制性股票激励计划(草案)，拟向激励对象授予限制性股票1388万股，约占激励计划草案公告时公司总股本的1.69%。其中，首次授予限制性股票1116万股，授予的激励对象首次授予共计308人，授予价格为41.59元/股。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1404354.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0214","688385"],"gpt_icon":0},{"id":"2608807073","title":"港股芯片股盘初走低 上海复旦跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608807073","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608807073?lang=zh_cn&edition=full","pubTime":"2026-02-04 09:53","pubTimestamp":1770169991,"startTime":"0","endTime":"0","summary":"南方财经2月4日电，港股芯片股盘初走低，上海复旦跌超6%，华虹半导体跌逾4%，兆易创新、中芯国际跌近3%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602043641090168.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4588","BK1614","BK4585","LU1171460220.USD","688981","01385","BK1163","BK4535","09869","SFDMY","688347","688385"],"gpt_icon":0},{"id":"2608683913","title":"港股异动 | 芯片股早盘走低 传多家厂商严控存储芯片订单 防止客户过度囤积","url":"https://stock-news.laohu8.com/highlight/detail?id=2608683913","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608683913?lang=zh_cn&edition=full","pubTime":"2026-02-02 11:35","pubTimestamp":1770003303,"startTime":"0","endTime":"0","summary":"消息面上，周一，韩国首尔综指日内大跌4%，三星、SK海力士下跌。值得注意的是，黄仁勋近期表示，还没收到任何中国客户的H200芯片订单，正在耐心等待。第一上海此前表示，H200放开对国产算力产业链影响非常有限，主要原因包括H200主要场景在训练，而国产算力主要场景集中于中小模型、垂直模型训练，以及推理应用场景，两者应用场景重叠度不高。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400439.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00981","688981","01385","01347","IE0034224299.USD","03986","BK1614","BK1526","LU0320764599.SGD","688385","BK4535","SG9999006597.SGD","688347","LU0708995583.HKD","LU1171460220.USD","SFDMY","BK4585","603986","BK1607","LU0052750758.USD","BK1589","BK4588","BK1163","BK1610"],"gpt_icon":0},{"id":"2606759290","title":"港股概念追踪 | 2家半导体公司部分芯片涨价 机构称本轮存储超级周期至少延续至2027年(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2606759290","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606759290?lang=zh_cn&edition=full","pubTime":"2026-01-28 07:31","pubTimestamp":1769556708,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，1月27日，中微半导、国科微2家半导体公司相继发出涨价函，公司旗下部分芯片产品将不同程度涨价。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。Counterpoint Research预测，本季度DDR5价格将环比上涨40%，第二季度还将进一步增长 20%。野村证券认为，这一轮始于2025年下半年的存储超级周期至少延续至2027年，并且真正有意义的新增供给最早要到2028年初期才会出现。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d2484137fdcd9bb15d1c1fe1766d8945","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1398276.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0708995583.HKD","IE0034224299.USD","BK4535","BK1614","SG9999006597.SGD","BK1589","688347","BK1163","LU0320764599.SGD","BK1610","BK1607","BK1526","SFDMY","01385","688385","BK4585","LU1171460220.USD","BK4588","688981","LU0052750758.USD"],"gpt_icon":1},{"id":"2606690592","title":"港股概念追踪 | 重磅调价!三星电子将一季度NAND价格上调100% 存储“超级牛市”愈演愈烈(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2606690592","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606690592?lang=zh_cn&edition=full","pubTime":"2026-01-26 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1月23日，复旦微电公告，预计2025年度实现归属于母公司所有者的净利润约为人民币1.9亿元至2.83亿元，与上年同期相比将减少3.83亿元到2.9亿元，同比减少66.82%至50.58%。预计2025年度营业收入约为人民币39.3亿元至40.3亿元，与上年同期相比，将增加3.4亿元至4.4亿元，同比增加9.46%至12.25%。","market":"sh","thumbnail":"https://media.bjnews.com.cn/cover/2025/12/24/5667912577611538642.jpg?x-oss-process=image/resize,m_lfit,w_365/quality,q_80","type":0,"news_type":0,"thumbnails":["https://media.bjnews.com.cn/cover/2025/12/24/5667912577611538642.jpg?x-oss-process=image/resize,m_lfit,w_365/quality,q_80"],"rights":{"source":"highlight_bjnews","url":"https://www.bjnews.com.cn/detail/1769158337129984.html","rn_cache_url":null,"customStyle":"handleCustomStyle(customStyle, ThemeStyle, getFont(fontSize))","selectors":"#main .nleft","filters":".ntit, 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1月22日凌晨，复旦大学彭慧胜/陈培宁团队的研究成果在《自然》主刊发布，该成果突破传统芯片集成电路硅基研究范式，率先通过设计多层旋叠架构，在弹性高分子纤维内实现了大规模集成电路。柔软的“纤维芯片”在手指上打结。成卷“纤维芯片”和局部细节。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-01-22/doc-inhiecav4693741.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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