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　　上海复旦（01385）盘中涨近7%，截至发稿，股价上涨6.08%，现报40.12港元，成交额3.73亿港元。

　　9月14日，复旦微电在微信公众号发文称，公司已针对核心产品线加强晶圆及关键原材料的战略储备，存货规模自2020年末约6亿元增长至2025年上半年末约31亿元，其中原材料与在产品合计约21亿元，有效提升了供应链的稳定性和抗风险能力，为持续稳健经营提供了保障。

　　摩根士丹利研究报告指，上海复旦对供应链中断已做好充分准备，公司自2023年起开始在本地晶圆厂进行晶圆流片，并逐步将FPGA生产转移至中国大陆。该行认为需求方面影响有限，因去年海外销售仅占公司总收入6%。该行认为短期可能出现沽售压力，给予目标价32.8港元及“增持”评级。

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