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。 ...

格隆汇2月13日｜上海复旦(1385.HK)在港交所公告称，营业总收入约为人民币 39.82 亿元，同比增长约 10.92%；归属于母公司所有者的净利润约为人民币 2.32 亿元，同比降约 59.42%；归属于母公司所有者 的扣除非经常性损益的淨利润约为人民币 1.43 亿元，同比降约 69.29%。 来源：格隆汇APP ...

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. ...

Core Insights - The company reported a total revenue of approximately 3.982 billion RMB for 2025, representing a year-on-year increase of 10.92%. However, the net profit attributable to the parent company was about 232 million RMB, a significant decrease of 59.42% compared to the previous year. The net profit excluding non-recurring gains and losses was approximately 143 million RMB, down about 69.29% year-on-year, with basic earnings per share at 0.28 RMB [1] Group 1: Financial Performance - Total revenue for 2025 was approximately 3.982 billion RMB, up 10.92% year-on-year [1] - Net profit attributable to the parent company decreased to about 232 million RMB, down 59.42% year-on-year [1] - Net profit excluding non-recurring items was approximately 143 million RMB, a decline of 69.29% compared to the previous year [1] - Basic earnings per share stood at 0.28 RMB [1] Group 2: Industry and Product Performance - The semiconductor industry experienced significant structural differentiation in demand, with notable variations in downstream applications [1] - FPGA products showed strong performance in various fields such as wired and wireless communication, satellite communication, industrial control, and artificial intelligence, contributing to revenue growth [1] - Revenue from security and identification chips saw slight growth driven by RFID and sensor chips, while the non-volatile memory market faced intense competition leading to a decline in revenue [1] - MCU chips benefited from good market positioning and stable production quality, resulting in rapid growth in shipments in the automotive and white goods markets [1] - Overall revenue growth was achieved, with a stable gross margin and an increase in gross profit of approximately 229 million RMB compared to the previous year [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 1.223 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] - Other income decreased to approximately 143 million RMB, down about 91 million RMB year-on-year, due to reduced VAT rebates and government subsidies [3]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而 產生或因倚賴該等內容而引致之任何損失承擔任何責任。 上海復旦微電子集團股份有限公司 Shanghai Fudan Microelectronics Group Company Limited* (在 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ) (股 份 編 號 : 1385) 內幕消息 截至2025年12月31日止年度初步業績公告 本公告乃上海復旦微電子集團股份有限公司（「本公司」，連同其附屬公司統稱「本集團」） 董事會（「董事會」）根據香港聯合交易所有限公司主板證券上市規則（「上市規則」）第 13.09 條及香港法例第 571 章證券及期貨條例第 XIVA 部項下內幕消息條文（定義見上 市規則）而作出。 I. 截至 2025 年 12 月 31 日止年度（「2025 年度」）主要財務數據和指標 | | | | 人民幣萬元 | | --- | --- | --- | --- | | 項目 | 2025 年度 | 上年同期 | ...

资产规模方面，报告期末公司总资产约 91.97 亿元，较年初增长 1.72%；归属于母公司的所有者权益约 61.19 亿元，较年初增长 3.81%；每股净资产约 7.43 元，较年初增长 3.48%，资产结构保持稳健，抗风险能力稳固。 尽管利润端短期承压，公司核心业务在细分赛道的表现依然亮眼，成为营收增长的核心支撑。2025 年半导体行业景气度呈现明显结构性分化，复旦微电 精准把握高景气赛道机遇：FPGA 产品凭借强竞争力，在有线无线通信、卫星通信、工业控制、人工智能及高可靠领域实现良好应用，营收稳步增长； MCU 芯片通过优质市场布局与稳定产品质量，在车规级与白色家电市场出货量较上年快速增长，成为新的增长亮点；安全与识别芯片业务在 RFID 与传 感芯片的带动下，整体营收实现小幅增长。 不过，受非挥发存储器市场竞争激烈影响，该产品线全年营收有所下降，一定程度上影响了业务增长的均衡性。得益于核心产品的良好表现，公司整体毛 利率保持稳定，全年毛利较上年同期增加约 2.29 亿元，为业绩基本面提供了有力支撑。 对于净利润的阶段性下滑，业绩快报明确了三大核心影响因素。其一，研发费用显著增加。为提升产品竞争力与供应链 ...

格隆汇2月13日丨复旦微电(688385.SH)公布2025年度业绩快报，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%。 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。 ...

| 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 | 项目 | 本报告期 | 上年同期 | 增减变动幅度（%） | | --- | --- | --- | --- | | 营业总收入 | 398,226.11 | 359,022.38 | 10.92 | | 营业利润 | 20,401.72 | 55,893.94 | -63.50 | | 利润总额 | 20,234.72 | 55,889.35 | -63.80 | | 归属于母公司所有者的净利润 | 23,233 ...

人民财讯2月13日电，复旦微电(688385)2月13日披露业绩快报，2025年度公司实现营业收入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%；基本每股收益0.28元。 2025年，公司产品竞争力强，营收增长；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。 ...