港股异动 | 上海复旦(01385)午后涨超8% 机构称存储和高可靠领域需求向好

智通财经网
Dec 18, 2025

智通财经APP获悉,上海复旦(01385)午后涨超8%,截至发稿,涨7.7%,报45.34港元,成交额3.35亿港元。

消息面上,存储巨头金士顿数据中心SSD业务经理CameronCrandall近日在“TheFullNerdNetwork”播客中表示,未来30天NAND闪存短缺将明显加剧,SSD价格将在当前基础上进一步上涨。光大证券研报认为,存储和高可靠领域需求向好。公司非挥发性存储器受益于存储涨价行情,后续价格、需求、盈利等方面持续向好;智能电表业务受益于公司竞争优势和出货量提振,有望围绕汽车车身控制等领域加快车规级MCU 出货;

此外,第一上海近期研报指出,公司28nm FPGA产品自2018年研发成功后推出市场已有6年,下一代1xnm FinFET的FPGA产品预计2026年开始贡献收入,明年有望继续扩大公司在FPGA产品的市场份额。此外,基于1xnmFinFET的可编程芯片(PSoC)产品在高可靠和工控领域的应用也非常广泛,目前PSoC产品占FPGA业务收入的25%。展望2025财年,公司FPGA业务收入有望实现同比38.6%的增长达到14.7亿元。

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