| 权益类证券大宗交易(协议交易) | | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | | 2026-01-30 | 301095 | 广立微 | 78.27 | 20.00 | 1,565.40 机构专用 | | 国泰海通证券股份 | | | | | | | | | | 有限公司北京知春 田江关感业城 | | 1月30日，广立微大宗交易成交20万股，成交额1565.4万元，占当日总成交额的3.02%，成交价78.27 元，较市场收盘价78.9元折价0.8%。 ...

| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2026-01-27 | 301095 | 广立微 | 81.45 | 25.00 | 2,036.25 机构专用 | | 国泰海通证券股份 | | | | | | | | | 有限公司北京知春 | | | | | | | | | 蛋炸染量不完 | 1月27日，广立微大宗交易成交25万股，成交额2036.25万元，占当日总成交额的2.43%，成交价81.45 元，较市场收盘价82.18元折价0.89%。 ...

Group 1 - The A-share market saw a strong performance in DeepSeek concept stocks, with notable gains from companies such as Kaipu Cloud, which rose nearly 13%, and Huapei Power, which hit the daily limit with a 10% increase [1][2] - DeepSeek released a new model called DeepSeek-OCR 2, utilizing the innovative DeepEncoder V2 method, allowing AI to dynamically rearrange image components based on their meaning rather than scanning mechanically from left to right [1] - The new model outperformed traditional visual-language models in processing complex layouts, such as documents or charts, demonstrating enhanced intelligence and causal reasoning capabilities in visual understanding [1] Group 2 - Kaipu Cloud's market capitalization reached 18.4 billion, with a year-to-date increase of 39.76% [2] - Huapei Power's market capitalization is 8.186 billion, with a year-to-date increase of 14.27% [2] - Chipong Micro's market capitalization stands at 9.257 billion, with a year-to-date increase of 15.76% [2]

Group 1 - The A-share market saw a strong performance in DeepSeek concept stocks, with notable gains from companies such as Kaipu Cloud, Huapei Power, and Chipeng Micro [1][2] - Kaipu Cloud's stock increased by approximately 12.92%, with a total market capitalization of 18.4 billion [2] - Huapei Power reached a 10% increase, hitting the daily limit, with a market value of 8.186 billion [2] - Chipeng Micro's stock rose over 6%, with a market capitalization of 9.257 billion [2] Group 2 - DeepSeek released a new model called DeepSeek-OCR 2, which utilizes an innovative DeepEncoder V2 method to enhance AI's ability to dynamically rearrange image components based on their meaning [1] - This model outperforms traditional visual-language models in processing complex layouts, such as documents or charts, demonstrating superior intelligent and causal reasoning capabilities [1]

数据显示，财通基金旗下1只基金重仓广立微。财通鼎欣量化选股18个月定开混合（018705）四季度持 有股数2.7万股，与上期相比持股数量不变，占基金净值比例为1.45%，位居第七大重仓股。根据测算， 今日浮盈赚取约11.12万元。 1月27日，广立微涨5.28%，截至发稿，报82.12元/股，成交4.16亿元，换手率3.02%，总市值164.47亿 元。 资料显示，杭州广立微电子股份有限公司位于浙江省杭州市滨江区浦沿街道潮涌路1095号，成立日期 2003年8月12日，上市日期2022年8月5日，公司主营业务涉及集成电路EDA软件和晶圆级电性测试设备 的设计、开发、服务。主营业务收入构成为：测试设备及配件62.40%，软件开发及授权37.00%，测试 服务及其他0.60%。 从基金十大重仓股角度 财通鼎欣量化选股18个月定开混合（018705）成立日期2024年2月6日，最新规模1.28亿。今年以来收益 8.5%，同类排名2523/8861；近一年收益25.43%，同类排名4767/8126；成立以来收益26.31%。 财通鼎欣量化选股18个月定开混合（018705）基金经理为朱海东、郭欣。 责任编辑：小浪快 ...

1月26日，广立微跌3.05%，成交额5.08亿元。两融数据显示，当日广立微获融资买入额5308.26万元， 融资偿还6296.87万元，融资净买入-988.61万元。截至1月26日，广立微融资融券余额合计4.79亿元。 融资方面，广立微当日融资买入5308.26万元。当前融资余额4.79亿元，占流通市值的3.06%，融资余额 超过近一年80%分位水平，处于高位。 截至9月30日，广立微股东户数2.06万，较上期减少29.94%；人均流通股8487股，较上期增加131.45%。 2025年1月-9月，广立微实现营业收入4.28亿元，同比增长48.86%；归母净利润3701.72万元，同比增长 380.14%。 分红方面，广立微A股上市后累计派现2.17亿元。 机构持仓方面，截止2025年9月30日，广立微十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股628.81万股，为新进股东。诺安优化配置混合A（006025）、国联安中证全指半导体产品与 设备ETF联接A（007300）退出十大流通股东之列。 责任编辑：小浪快报 融券方面，广立微1月26日融券偿还1900.00股，融券卖出0.00股，按当日 ...

Investment Rating - The report indicates a positive investment outlook for the industry, highlighting a "golden window period" for the short drama sector, with expectations for significant growth in the coming years [2][11]. Core Insights - The short drama industry has reached a scale of nearly 1 trillion yuan, surpassing both the film and long video sectors, with a projected compound annual growth rate (CAGR) of over 50% from 2023 to 2026 [11]. - The market for animated dramas is expected to exceed 22 billion yuan by 2026, contributing 50% of the incremental growth in the short drama industry [11]. - ByteDance is positioned as the absolute leader in the animated drama sector, leveraging its "traffic + IP + AI" integrated strategy to dominate the market [2][17]. - The application of AI technology is transforming the production paradigm of animated dramas, reducing production cycles from over 50 days to under 30 days and significantly lowering costs [3][21]. Summary by Sections Section 1: The Golden Window for Short Dramas - The short drama market has surpassed 1 trillion yuan, with user engagement increasing, and the average daily viewing time expected to exceed 100 minutes by 2025 [11]. - The market has entered a phase of rapid growth and commercialization, with significant increases in both supply and demand for animated dramas [11][12]. Section 2: AI Reshaping Production Paradigms - AI technologies are enabling a shift from manual production to industrialized generation, with production costs dropping to the thousand-yuan level [3][21]. - The integration of AI in production processes is expected to streamline workflows, reducing the number of steps from 11 to 5 and cutting costs by 60% [3][24]. Section 3: Trends in AI Applications - The report anticipates a significant uptick in AI applications by 2026, driven by the need for software to leverage substantial computational investments [4][31]. - Companies are increasingly integrating AI into their business models, with some reporting that AI-related revenues account for over 10% of total income [4][31]. Section 4: Related Investment Targets - Key investment targets include companies such as DeCai Co., Zhaochi Co., and Wanxing Technology, among others, which are positioned to benefit from the growth in the animated drama and AI sectors [5][40].

| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-23 | 301095 | 广立微 | 79.73 | 20.00 | 1,594.60 机构专用 | | 国泰海通证券股份 | | | | | | | | | 有限公司北京知春 | | | | | | | | | 番班弟最不哉 | 1月23日，广立微大宗交易成交20万股，成交额1594.6万元，占当日总成交额的2.96%，成交价79.73 元，较市场收盘价80.45元折价0.89%。 ...

WAT 测试设备（ Wafer Acceptance Test Equipment ）是半导体制造流程中连接工艺开发与量产制造的关键电学 测试装备，主要用于对晶圆上专用测试结构（如电阻、电容、二极管、晶体管等）进行晶圆级电参数测量，以 评估制程一致性、稳定性及工艺平台是否满足既定电学规范。 WAT 测试并不直接面向最终芯片功能验证，而 是聚焦于工艺本身的电学健康度，是制程放行、工艺对比和产线监控的重要技术基础。 市场规模 根据 QYResearch 最新调研报告显示， 2024 年全球 WAT 测试设备市场规模达到 6.09 亿美 元，预计到 2031 年增长至 16.89 亿美元， 2025 年至 2031 年的年均复合增长率为 15.38% 。 市场占有率 根 据 QYResearch 头 部 企 业 研 究 中 心 调 研 ， 全 球 范 围 内 WAT 测 试 设 备 生 产 商 主 要 包 括 Keysight 、 Tektronix 、广立微等。 2024 年，全球前二大厂商占有大约 91.53% 的市场份 额。 从产业链结构看 ， WAT 测试设备高度依赖高精度电子测量与系统集成能力。其上游包括 ...

Investment Rating - The industry rating for the EDA sector is "Positive" [3] Core Insights - The EDA industry is a crucial tool for semiconductor design, with a global market size of approximately $15.7 billion in 2024, representing only 2.5% of the semiconductor industry valued at $631 billion, yet it supports a multi-trillion dollar digital economy [1][14] - The Chinese EDA market is expected to grow from 19.3 billion yuan to 35.4 billion yuan between 2025 and 2027, with a CAGR of 35.4%, significantly outpacing the global growth rate of 7.84% [1][16] - The global EDA market is highly concentrated, dominated by three major players: Synopsys, Cadence, and Siemens EDA, which have built their market positions through decades of systematic mergers and acquisitions [2] - The domestic EDA industry in China is experiencing rapid growth but faces structural bottlenecks, including fragmented competition, a shortage of high-end talent, and barriers to entry due to established international ecosystems [2][3] - Policy direction is shifting from fragmented competition to platform collaboration, with government support aimed at promoting integration and upgrading the industry [2] Summary by Sections EDA Industry Characteristics - EDA is a foundational tool for the trillion-dollar semiconductor industry, with its market size rapidly expanding in China [8][9] - The industry has high capital requirements and a significant demand for skilled talent, with a long training cycle [21] - High barriers to entry and strong binding among full-process platform companies enhance competitive advantages [22][25] Global EDA Development History - The rise of EDA in the U.S. is attributed to high investment and strategic government support, with a focus on mergers and acquisitions [27][28] - The U.S. government has historically invested in EDA as a strategic pillar for enhancing semiconductor and defense competitiveness [28][29] Current State of China's EDA Industry - The Chinese EDA market is growing rapidly but is hindered by fragmentation, capital concentration, talent shortages, and ecological barriers [3][16] - The domestic EDA industry is at a critical juncture for breakthrough and integration, with increasing policy support [3] Investment Recommendations - The EDA sector is seen as being at a pivotal moment for domestic replacement, with increasing policy support and active consolidation among leading platform companies [3] - Recommended companies for long-term investment include Huada Jiutian, Gai Lun Electronics, and Guangli Micro [3]