Shanghai Fudan Microelectronics Group (SEHK:1385) Stock Rebounds As One Off Gain Clouds Margins

Simply Wall St.08-18

Shanghai Fudan Microelectronics Group stock closed at HK$26.92, capping a modestly positive week on the screen, while the latest quarter’s headline numbers point to something far more dramatic beneath...

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Q2 basic earnings per share jumped to CN¥0.85 on revenue of about CN¥1.19b, a sharp reset from recent quarters for a chip maker that had just reported a loss at the end of 2025. The short term move looks relatively tame by comparison with that swing in profitability, which is what...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1163":"半导体产品","LU2279858448.HKD":"富国中国中小盘成长基金 A1 类（港元）","01385":"上海复旦","BK1614":"港股-半导体","LU1171460220.USD":"FULLGOAL CHINA SMALL-MID CAP GROWTH \"A1\" (USD) INC"},"translate_title":"上海复旦微电子集团（SEHK:1385）股价反弹，一次性收益增加利润率","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01385":0.9},"content_text":"Shanghai Fudan Microelectronics Group stock closed at HK$26.92, capping a modestly positive week on the screen, while the latest quarter’s headline numbers point to something far more dramatic beneath the surface. Q2 basic earnings per share jumped to CN¥0.85 on revenue of about CN¥1.19b, a sharp reset from recent quarters for a chip maker that had just reported a loss at the end of 2025. The short term move looks relatively tame by comparison with that swing in profitability, which is what long term holders will be weighing now. Impressed by Shanghai Fudan Microelectronics Group’s sharp earnings rebound but unsure how repeatable that kind of turnaround is in your portfolio? Consider balancing it with our screener of list of solid balance sheet and fundamentals stocks (434 results). AdvertisementQ2 2026 Earnings Summary  Revenue (Q2 2026 vs Q2 2025) CN¥1,193.4m vs. CN¥950.9m (up about 25%) Net Income (Excl. Extra Items) (Q2 2026 vs Q2 2025) CN¥700.8m vs. CN¥57.4m (very large increase) Basic EPS (Q2 2026 vs Q2 2025) CN¥0.85 vs. CN¥0.07 (very large increase) Net Profit Margin, Trailing 12 Months 20.3% vs. 11.5% in the prior year (margin expansion, supported by a large one off gain of CN¥664.9m)  Prefer clear charts instead of a long list of earnings figures and margin tables? View Shanghai Fudan Microelectronics Group’s valuation snapshot in our company report for Shanghai Fudan Microelectronics Group. SEHK:1385 Trailing 12-Month Revenue & Expenses Breakdown as at Aug 2026 Shanghai Fudan Microelectronics Bullish Signals From Q2 Reset For investors leaning positive on Shanghai Fudan Microelectronics, the latest numbers give the story more substance. Revenue of about CN¥1.19b for Q2 and a move from a loss in late 2025 to basic EPS of CN¥0.85 show a clear swing back to profitability. The company flagged a very large year on year profit increase for H1 on mid to high teens revenue growth, helped by strong chip demand and a sizeable fair value gain. That pairing of top line expansion and profit recovery lines up with a constructive infrastructure and domestic chip thesis. Shanghai Fudan Microelectronics Bearish Checks On Sustainability The same results also raise fair questions for cautious investors. Net profit margin over the past 12 months sits at 20.3%, helped by a large one off gain of CN¥664.9m from an investment. That means the current margin profile may not fully reflect underlying chip economics or future pricing pressure. The share price is only modestly higher over 7 and 30 days, while the 90 day return is down about 29%. The mixed price reaction suggests the market is still testing how durable this profitability rebound really is. Compare Shanghai Fudan Microelectronics Group’s strong revenue and EPS reset with what the street is pricing in right now. See the consensus price target analysis for Shanghai Fudan Microelectronics Group to check how analyst targets line up with this rebound.\nTake Control of Your Next Move If Shanghai Fudan Microelectronics Group’s swing back to profitability has your attention, register for free with Simply Wall St and add it to a Watchlist to track price against fair value and watch for a setup that matches your entry plan. Once you hold the stock, use the Portfolio Command Center to cut through noise and focus on concise, relevant updates across all your positions. For a wider lens on sentiment and ideas, tap into the Community and see how other investors are thinking about companies like Shanghai Fudan Microelectronics Group. By surfacing potential catalysts and risks early, Simply Wall St aims to help you react faster and stay informed on market developments. Seeking Alternatives Beyond Shanghai Fudan Microelectronics Fresh ideas can move fast when momentum builds and prices start flying. Stay ahead of crowded trades by reviewing curated stock shortlists while it matters and get in early.  Spot potential breakouts in smaller companies before momentum headlines catch up by scanning our curated set of 219 elite penny stocks with strong financials that currently screen well on balance sheets and quality filters. Track where real earnings power meets AI momentum by sorting through 75 profitable AI stocks that aren't just burning cash that already show profits instead of just burning cash to chase the theme. Strengthen your defensive side while the market focus shifts around you by reviewing a hand picked 290 resilient stocks with low risk scores that currently carry lower risk scores.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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