智通财经APP获悉，上海复旦(01385)一度涨超13%，截至发稿，涨10.6%，报48港元，成交额4.97亿港元。
消息面上，近期商业航天领域迎来密集催化。华西证券认为，随着国家顶层设计以及相关支持政策推动，我国低轨卫星产业发展有望提速，相关产业链配套公司将深度受益。国泰海通证券此前研报指出，卫星制造、发射、组网涉及的科学技术门类十分繁杂，对芯片的稳定性、耐用性和抗宇宙辐照更是有着极高的要求。FPGA芯片一直以来也是太空卫星的标配。
复旦微电在12月16日至19日回答调研者提问时表示，FPGA是一种硬件可重构的集成电路芯片，具有高灵活性、高并行和低延时的特点，在有线无线通信、低轨卫星通信、视频图像、工业控制、人工智能以及特种高可靠等具有频繁迭代升级周期或确定性低延时需求的领域，FPGA是较为理想的解决方案。公司是国内高端FPGA的技术领先者。
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