688385 复旦微电
已收盘 12-25 15:00:00
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“顶流”刘格菘年内两度卸任 广发主动权益基金三年业绩之殇
市场资讯 · 22:13
“顶流”刘格菘年内两度卸任 广发主动权益基金三年业绩之殇
12月25日复旦微电涨16.21%，南方军工改革灵活配置混合A基金重仓该股
证券之星 · 15:34
12月25日复旦微电涨16.21%，南方军工改革灵活配置混合A基金重仓该股
复旦微电最新公告：国盛投资拟受让公司12.99%股份成为公司第一大股东
证券之星 · 12-23 19:09
复旦微电最新公告：国盛投资拟受让公司12.99%股份成为公司第一大股东
【机构调研记录】泉果基金调研本钢板材、复旦微电
证券之星 · 12-22
【机构调研记录】泉果基金调研本钢板材、复旦微电
复旦微电：泉果基金、浙商证券等多家机构于12月16日调研我司
证券之星 · 12-21
复旦微电：泉果基金、浙商证券等多家机构于12月16日调研我司
复旦微电(688385)12月10日股东户数2.46万户，较上期减少1.96%
证券之星 · 12-19
复旦微电(688385)12月10日股东户数2.46万户，较上期减少1.96%
复旦微电（688385）披露关于募集资金专户销户完成的公告，12月18日股价上涨5.42%
中金财经 · 12-18
复旦微电（688385）披露关于募集资金专户销户完成的公告，12月18日股价上涨5.42%
12月18日复旦微电涨5.42%，南方军工改革灵活配置混合A基金重仓该股
证券之星 · 12-18
12月18日复旦微电涨5.42%，南方军工改革灵活配置混合A基金重仓该股
算力需求快速增长 芯片股午后发力 上海复旦(01385)涨4%
金吾资讯 · 12-17
算力需求快速增长 芯片股午后发力 上海复旦(01385)涨4%
芯片股多数走高，机构认为人工智能仍为科技行业创新主线，算力、存力、设备、先进封装等多环节有望受益
智通财经 · 12-08
芯片股多数走高，机构认为人工智能仍为科技行业创新主线，算力、存力、设备、先进封装等多环节有望受益
芯片股逆市走高 华虹半导体(01347)涨3.55% 机构指半导体设备受益于国产替代刚需
金吾财讯 · 12-08
芯片股逆市走高 华虹半导体(01347)涨3.55% 机构指半导体设备受益于国产替代刚需
复旦微电：摩根士丹利、人保资产等多家机构于12月3日调研我司
证券之星 · 12-05
复旦微电：摩根士丹利、人保资产等多家机构于12月3日调研我司
复旦微电（688385）披露2025年第二次临时股东大会决议公告，12月2日股价下跌1.03%
证券之星 · 12-02
复旦微电（688385）披露2025年第二次临时股东大会决议公告，12月2日股价下跌1.03%
复旦微电：Central Asset Investment、富国基金等多家机构于11月25日调研我司
证券之星 · 12-01
复旦微电：Central Asset Investment、富国基金等多家机构于11月25日调研我司
每周股票复盘：复旦微电（688385）国盛投资拟受让12.99%股份成第一大股东
证券之星 · 11-23
每周股票复盘：复旦微电（688385）国盛投资拟受让12.99%股份成第一大股东
华岭股份（920139）披露控股股东股权结构拟发生变动，11月17日股价上涨0.27%
证券之星 · 11-17
华岭股份（920139）披露控股股东股权结构拟发生变动，11月17日股价上涨0.27%
复旦微电最新公告：国盛投资拟受让复芯凡高持有的12.99%股份将成为公司第一大股东
证券之星 · 11-16
复旦微电最新公告：国盛投资拟受让复芯凡高持有的12.99%股份将成为公司第一大股东
每周股票复盘：复旦微电（688385）拟取消监事会并补流资金
证券之星 · 11-16
每周股票复盘：复旦微电（688385）拟取消监事会并补流资金
复旦微电（688385）披露拟使用节余募集资金永久补流及取消监事会，11月14日股价下跌2.93%
证券之星 · 11-14
复旦微电（688385）披露拟使用节余募集资金永久补流及取消监事会，11月14日股价下跌2.93%
中金：升上海复旦目标价至67.42港元 第三季业绩符合市场预期
智通财经 · 11-04
中金：升上海复旦目标价至67.42港元 第三季业绩符合市场预期
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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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纵观广发基金，截至12月24日，在131只成立超过3年的主动权益类产品中，近三年业绩为负的产品达45只，有90只产品跑输业绩比较基准。","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://finance.sina.com.cn/money/fund/jjyj/2025-12-25/doc-inhcztfx4620167.shtml","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":"sina","symbols":["SGXZ81163826.USD","LU1969619763.USD","SG9999001093.SGD","BK0077","LU1997244956.HKD","LU2476274720.SGD","BK0083","BK0094","BK0149","LU1255011170.USD","BK0224","LU2328871848.SGD","SGXZ49509284.SGD","603127","LU2778985437.USD","600562","BK0024","SG9999006597.SGD","IE00B5MMRT66.SGD","SG9999001051.SGD","LU2495084118.USD","LU2476274308.USD","SG9999011746.SGD","BK0216","LU1146622755.USD","SG9999001069.SGD","002028","BK0156","BK0078","BK0188","SG9999002950.SGD","SG9999003461.SGD","BK0028","002683","BK0258","603678","BK0214","300857","SGXZ90724238.SGD","BK0062","BK0108","302132","688385","IE00BYTNYN87.SGD","300113","688256","LU2289578879.USD","BK0231","LU1997245094.SGD","BK0132"],"gpt_icon":0},{"id":"2594388912","title":"12月25日复旦微电涨16.21%，南方军工改革灵活配置混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2594388912","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594388912?lang=zh_cn&edition=full","pubTime":"2025-12-25 15:34","pubTimestamp":1766648067,"startTime":"0","endTime":"0","summary":"证券之星消息，12月25日复旦微电涨16.21%创60日新高，收盘报75.2元，换手率5.76%，成交量30.91万手，成交额22.0亿元。融资融券方面近5日融资净流入1176.12万，融资余额增加；融券净流出1.21万，融券余额减少。根据2025基金Q3季报公募基金重仓股数据，重仓该股的公募基金共75家，其中持有数量最多的公募基金为南方基金的南方军工改革灵活配置混合A。该公募基金现任基金经理为邹承原。","market":"hk","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/RB2025122500017086.shtml","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":"stockstar","symbols":["161024","BK0214","688385"],"gpt_icon":0},{"id":"2593596494","title":"复旦微电最新公告：国盛投资拟受让公司12.99%股份成为公司第一大股东","url":"https://stock-news.laohu8.com/highlight/detail?id=2593596494","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593596494?lang=zh_cn&edition=full","pubTime":"2025-12-23 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08:01","pubTimestamp":1766361693,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及12月19日披露的机构调研信息，泉果基金近期对2家上市公司进行了调研，相关名单如下：1）本钢板材 调研纪要：公司正在对重大资产置换方案进行审慎论证，相关事项尚存不确定性。泉果基金成立于2022年，截至目前，资产管理规模237.87亿元，排名117/211；资产管理规模237.87亿元，排名99/211；管理公募基金数14只，排名145/211；旗下公募基金经理5人，排名142/211。","market":"hk","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/RB2025122200000228.shtml","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":"stockstar","symbols":["000761","BK0212","BK0214","BK0188","688385"],"gpt_icon":0},{"id":"2593122112","title":"复旦微电：泉果基金、浙商证券等多家机构于12月16日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2593122112","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593122112?lang=zh_cn&edition=full","pubTime":"2025-12-21 21:03","pubTimestamp":1766322232,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月19日复旦微电发布公告称泉果基金、浙商证券、长江养老、上海南土资产于2025年12月16日调研我司。本公司是国内高端FPG的技术领先者。答：从前三季度情况看,公司 FPG及其他产品约为11.16亿元,同比增长约27%,预期全年保持较好态势。","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/RB2025122100008157.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601878","BK0276","BK0214","688385"],"gpt_icon":0},{"id":"2592194150","title":"复旦微电(688385)12月10日股东户数2.46万户，较上期减少1.96%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592194150","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592194150?lang=zh_cn&edition=full","pubTime":"2025-12-19 17:43","pubTimestamp":1766137390,"startTime":"0","endTime":"0","summary":"证券之星消息，近日复旦微电披露，截至2025年12月10日公司股东户数为2.46万户，较11月28日减少492.0户，减幅为1.96%。在半导体行业个股中，复旦微电股东户数低于行业平均水平，截至12月10日，半导体行业平均股东户数为4.81万户。从股价来看，2025年11月28日至2025年12月10日，复旦微电区间涨幅为7.28%，在此期间股东户数减少492.0户，减幅为1.96%。","market":"hk","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/RB2025121900027034.shtml","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":"stockstar","symbols":["688385","BK0214"],"gpt_icon":0},{"id":"2592974790","title":"复旦微电（688385）披露关于募集资金专户销户完成的公告，12月18日股价上涨5.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592974790","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592974790?lang=zh_cn&edition=full","pubTime":"2025-12-18 18:07","pubTimestamp":1766052447,"startTime":"0","endTime":"0","summary":"h2,h3,h4{padding: 10px 0;font-size: 16px;line-height: 30px;color:#262626;font-weight: 600;}h2{border-bottom: 1px solid #d8dee4; padding-bottom: 0.3em}.article_content ul{padding-left:22px;}截至2025年12月18日收盘，复旦微电报收于66.1元，较前一交易日上涨5.42%，最新总市值为542.96亿元。该股当日开盘62.53元，最高67.5元，最低62.3元，成交额达12.07亿元，换手率为3.44%。公司近日发布公告称，上海复旦微电子集团股份有限公司首次公开发行股票募集资金总额为747,600,000.00元，实际募集资金净额为680,282,781.80元。公司已于近期完成最后一个募集资金专户的注销，此前两个专户已注销。相关三方监管协议随之终止。","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://sc.stock.cnfol.com/gushiyaowen/20251218/31875077.shtml","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":"zhongjincaijing_highlight","symbols":["BK0214","688385"],"gpt_icon":0},{"id":"2592797866","title":"12月18日复旦微电涨5.42%，南方军工改革灵活配置混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2592797866","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592797866?lang=zh_cn&edition=full","pubTime":"2025-12-18 15:33","pubTimestamp":1766043207,"startTime":"0","endTime":"0","summary":"证券之星消息，12月18日复旦微电涨5.42%，收盘报66.1元，换手率3.44%，成交量18.47万手，成交额12.07亿元。根据2025基金Q3季报公募基金重仓股数据，重仓该股的公募基金共75家，其中持有数量最多的公募基金为南方基金的南方军工改革灵活配置混合A。该公募基金现任基金经理为邹承原。邹承原在任的基金产品包括:南方领航优选混合A，管理时间为2022年11月18日至今，期间收益率为-8.97%。","market":"hk","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/RB2025121800017826.shtml","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":"stockstar","symbols":["688385","BK0214","161024"],"gpt_icon":0},{"id":"2592695369","title":"算力需求快速增长 芯片股午后发力 上海复旦(01385)涨4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592695369","media":"金吾资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592695369?lang=zh_cn&edition=full","pubTime":"2025-12-17 14:17","pubTimestamp":1765952256,"startTime":"0","endTime":"0","summary":"消息面上，东兴证券表示，AI逻辑正在不断强化：①算力需求快速增长，在生成式人工智能蓬勃发展的推动下，算力行业维持高景气。②AI芯片崛起，端侧AI领域百花齐放。③ AI工作负载的指数级增长正在增加数据中心的功率需求。该机构建议沿着AI创新周期，布局新技术、新需求和新周期，掘金优质赛道。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217141816a6ac9d5b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:28","pubTimestamp":1765160880,"startTime":"0","endTime":"0","summary":"芯片股多数走高，截至发稿，华虹半导体涨4.01%，报79.1港元；中芯国际涨3.58%，报72.25港元。东莞证券认为，展望2026年，该行认为人工智能仍为科技行业创新主线，算力、存力、设备、先进封装等多环节有望受益。一方面，关注AI带来的半导体硬件增量机遇，另一方面，关注外部限制之下算力、存储、设备等环节的国产替代进程。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251208142641a43ab940&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:12","pubTimestamp":1765159931,"startTime":"0","endTime":"0","summary":"金吾财讯 | 芯片股逆市走高，截至发稿，华虹半导体 涨3.55%，芯智控股涨3.59%，中芯国际涨3.37%，上海复旦涨3.29%，晶门半导体涨2.22%。该机构反驳了“中国AI存在泡沫”的观点，强调中国的AI故事“仅仅完成了开篇第一章”。从长期来看，AI芯片作为需求最直接、增长最明确的环节，将引领产业链增长；半导体设备受益于国产替代刚需，具备稳健回报属性；代工厂则需在产能扩张与盈利能力之间寻求平衡。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"27363a92ffc604928d6f7601d86fac40","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971071","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":["BK1589","SFDMY","SMH","01347","02166","02878","BK4585","BK1526","688385","01385","BK4588","SOXX","SG9999006597.SGD","BK1162","BK1614","LU0708995583.HKD","BK1610","LU0052750758.USD","LU0320764599.SGD","688347","688981","IE0034224299.USD","BK1607","BK1163"],"gpt_icon":1},{"id":"2589946778","title":"复旦微电：摩根士丹利、人保资产等多家机构于12月3日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2589946778","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589946778?lang=zh_cn&edition=full","pubTime":"2025-12-05 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Investment、富国基金等多家机构于11月25日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2588724339","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588724339?lang=zh_cn&edition=full","pubTime":"2025-12-01 19:33","pubTimestamp":1764588814,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月1日复旦微电发布公告称Central Asset 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22:26","pubTimestamp":1763130383,"startTime":"0","endTime":"0","summary":"截至2025年11月14日收盘，复旦微电报收于56.71元，较前一交易日下跌2.93%，最新总市值为465.83亿元。该股当日开盘57.48元，最高58.2元，最低56.71元，成交额达3.47亿元，换手率为1.12%。近日，复旦微电发布关于召开2025年第二次临时股东大会的通知及相关会议资料。其中，关于使用首次公开发行节余募集资金及剩余超募资金永久补充流动资金的议案受到市场关注。","market":"hk","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/RB2025111400041729.shtml","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":"stockstar","symbols":["688385","BK0214"],"gpt_icon":0},{"id":"2580277687","title":"中金：升上海复旦目标价至67.42港元 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