Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]

近日，杭州广立微股份有限公司开展了投资者关系活动，吸引了众多机构关注。 本次投资者关系活动类别为特定对象调研与路演活动，同时采用线上交流的形式。活动时间跨度为2025 年7月19日至2025年10月14日，地点包括现场交流场所及公司会议室 。参与单位名称涵盖博时基金、富 国基金、诺安基金等在内的70余家机构。公司接待人员为董秘兼财务总监陆春龙以及证券事务代表李妍 君。 在交流环节，公司首先对自身进行了概述。广立微作为领先的集成电路EDA软件与晶圆级电性测试设 备供应商，专注于芯片成品率提升和电性测试快速监控技术，已与国内外多家大型集成电路制造与设计 企业建立合作关系，并形成了EDA设计软件、WAT测试设备及半导体数据分析工具相结合的成品率提 升全流程解决方案，在集成电路从设计到量产的整个产品周期内提升芯片性能、成品率及稳定性。 在问答环节，公司披露了关键信息。关于2025年上半年业绩表现，1 - 6月公司实现营业收入24,593.73万 元，同比增长43.17%。其中，软件开发及授权业务收入9,100.54万元，同比增长50.24%；测试设备及配 件业务收入15,345.79万元，同比增长38.13%。归属于 ...

每经AI快讯，广立微发布公告称，2025年7月19日至2025年10月14日期间，广立微接受博时基金等投资 者调研，公司证券事务代表李妍君等人参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——出租白银的爆赚机会：年化利率飙升到35%，全球白银正空运往英国套 利，背后是一场史诗级逼空 （记者 王瀚黎） ...

证券代码：301095 证券简称：广立微 杭州广立微电子股份有限公司 投资者关系活动记录表 编号：2025-005 投资者关系活 动类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 路演活动 □现场参观 线上交流 □其他（请文字说明其他活动内容） 活动参与人员 博时基金、富国基金、诺安基金、泰康资产、太平基金、太平养 老、国寿资产、长信基金、鹏华基金、宏利基金、万家基金、广 发基金、交银施罗德、海富通、天弘基金、中金基金、永赢基金、 中银基金、中信保诚、鑫元基金、睿远基金、景顺长城基金、中 海基金、东兴基金、财通基金、浦银安盛、国寿安保、汇丰晋信、 国投创益、光证资管、瑞士银行、上海人寿、重阳投资、阳光资 产、远策投资、和谐健康保险资管、中金公司、中信证券、国泰 海通、招商证券、中银证券资管、华泰证券资管、国元证券、中 泰证券、中邮证券、第一创业证券、华福证券、筌笠资产、诚旸 投资、聚鸣投资、深圳鑫然投资管理有限公司、上海健顺投资管 理有限公司、深圳市尚诚资产管理有限责任公司、上海睿亿投资 发展中心、上海睿郡资产管理有限公司、中粮信托有限责任公司、 荷荷(北京)私募基金管理有限公司、中 ...

证券代码：301095 证券简称：广立微 公告编号：2025-060 杭州广立微电子股份有限公司 关于公司办公地址变更的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 因经营发展需要，杭州广立微电子股份有限公司（以下简称"公司"）总部 自 2025 年 10 月 16 日起搬迁至新办公地址，为便于投资者与公司沟通交流，做 好投资者关系管理工作，现将公司办公地址变更的情况公告如下： | 变更事项 | 变更前 | | 变更后 | | | --- | --- | --- | --- | --- | | 办公地址 | 浙江省杭州市余杭区五常街道 | | | 浙江省杭州市滨江区浦沿街道 | | | 联创街 号 A1 号楼 | 188 | 潮涌路 | 1095 号 | | 邮政编码 | 311121 | | 310053 | | 公司对外披露的办公地址、董事会秘书和证券事务代表联系地址、信息披露 文件备置地点同步变更。公司的联系电话、传真、电子邮箱等信息均不变。具体 情况如下： 联系地址：浙江省杭州市滨江区浦沿街道潮涌路 1095 号 邮政编码：310053 联系电 ...

Core Insights - The A-share market saw a rise in EDA concept stocks, with Huada Jiutian increasing by 8%, Gaolun Electronics by over 4%, and Guangliwei by over 2% [1] - Qiyunfang, a subsidiary of Xinkailai, launched two domestically developed EDA design software products at the 2025 Bay Area Semiconductor Industry Ecosystem Expo, showcasing complete independent intellectual property rights [1] - The performance of Qiyunfang's EDA design software has improved by 30% compared to industry benchmarks, and the hardware development cycle can be shortened by 40% [1] Company Performance - Huada Jiutian: Increased by 8.01%, with a total market value of 74.4 billion and a year-to-date increase of 12.69% [2] - Gaolun Electronics: Increased by 4.39%, with a total market value of 18.9 billion and a year-to-date increase of 130.34% [2] - Guangliwei: Increased by 2.55%, with a total market value of 16.8 billion and a year-to-date increase of 62.32% [2] - Anlu Technology: Increased by 0.76%, with a total market value of 12.2 billion and a year-to-date increase of 2.94% [2] - Tunnel Shares: Increased by 0.61%, with a total market value of 20.7 billion and a year-to-date decrease of 5.52% [2] - Yibo Technology: Increased by 0.32%, with a total market value of 7.858 billion and a year-to-date increase of 21.62% [2]

Core Viewpoint - The U.S. government, led by President Trump, announced a 100% tariff on all Chinese goods starting November 1, along with export controls on key software, which will accelerate the domestic software replacement process in China [2][3]. Group 1: U.S. Trade Measures - The U.S. will impose a 100% additional tariff on all Chinese imports and export controls on key software starting November 1 [2]. - The U.S. measures are seen as a strategic move to pressure China ahead of the APEC summit, with potential implications for negotiations [2][3]. Group 2: China's Response and Industry Impact - China's Ministry of Commerce has implemented export controls on various technologies, including chip production equipment and lithium batteries, which are crucial for modern industries [2][3]. - China is expected to dominate the rare earth industry by 2025, holding 49% of global reserves and 69% of production, making it a critical resource for the U.S. [2][3]. Group 3: Domestic Software Development - The export controls on key software will accelerate the domestic replacement process in China, particularly in the fields of EDA, CAD, CAE, MES, and PLM [3][4]. - The shift towards domestic software is seen as essential due to China's heavy reliance on imported industrial software [3][4]. Group 4: Industrial Digital Transformation - The announcement of using WPS format in government documents marks a significant milestone for domestic software, indicating a breakthrough in the software replacement strategy [4]. - "Lighthouse factories," which utilize advanced technologies for efficiency, are expected to be prioritized in national strategic development plans, driving demand for industrial software [4]. Group 5: Investment Opportunities - Companies in the EDA, industrial software, operating systems, databases, network security, and industry IT sectors are highlighted as potential investment opportunities due to the ongoing shift towards domestic solutions [4]. - Specific companies to watch include: - EDA: Huada Jiutian, Guangliwei, Gai Lun Electronics [4] - Industrial Software: Dingjie Zhizhi, Nengke Technology, Suochen Technology, Zhongwang Software, Zhongkong Technology [4] - Operating Systems: China Software, Ruantong Power, Runhe Software, Chengmai Technology [4] - Databases: Dameng Data, Taiji Co. [4] - Network Security: Deepin Technology, Qilin Security, Sanwei Security, Guotou Intelligent, Qimingxing Chen [4] - Industry IT: Keda Xunfei, Hehe Information, Hengsheng Electronics, Kingsoft Office, Foxit Software, Tuolisi, Tax Friend Shares, Caixun Shares, Dingdian Software, Jiuyuan Yinhai, Jiahe Meikang, Guanglian Da, Kingdee International, Yonyou Network, Fanwei Network, Yuxin Technology, Newland [4].

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [16]. Core Insights - The report emphasizes the concept of "Lighthouse Factories," which are leading the intelligent upgrade of the manufacturing industry by integrating advanced technologies such as artificial intelligence, IoT, and big data analytics [6]. - A total of 201 factories have been recognized as Lighthouse Factories globally, with 85 located in China, showcasing their exceptional manufacturing capabilities and performance in areas like production efficiency and supply chain resilience [6]. - Industrial software is identified as the digital foundation for Lighthouse Factories, playing a crucial role in enhancing production intelligence and efficiency across four core areas: R&D design, manufacturing, operational management, and maintenance services [6]. - The report suggests focusing on companies that are positioned to benefit from the growth of industrial software and intelligent manufacturing, including Zhongwang Software, Huada Jiutian, and Yonyou Network, among others [6]. Industry Overview - The computer industry consists of 337 listed companies with a total market capitalization of approximately 60,881.53 billion and a circulating market value of about 55,021.98 billion [3]. - The absolute performance of the industry over the past 12 months has been 52.1%, while the relative performance against the benchmark index has improved by 33.9% [4].

Group 1 - The core point of the article highlights the performance and financial metrics of Guangli Microelectronics, which experienced a slight decline of 5.02% in stock price, reaching 84.01 CNY per share, with a total market capitalization of 16.826 billion CNY [1] - Guangli Microelectronics, established on August 12, 2003, and listed on August 5, 2022, specializes in the design, development, and service of integrated circuit EDA software and wafer-level electrical testing equipment. The revenue composition is 62.40% from testing equipment and accessories, 37.00% from software development and licensing, and 0.60% from testing services and others [1] Group 2 - From the perspective of major shareholders, the Noan Fund's Noan Optimized Allocation Mixed A (006025) fund increased its holdings in Guangli Microelectronics by 398,800 shares in the second quarter, bringing its total to 2.8818 million shares, which represents 2.68% of the circulating shares. The estimated floating loss today is approximately 12.7952 million CNY [2] - The Noan Optimized Allocation Mixed A fund, managed by Liu Huiying, has a total asset scale of 23.674 billion CNY, with a best fund return of 77.68% and a worst fund return of 16.3% during her tenure [3] - The Noan Optimized Allocation Mixed A fund holds 2.8818 million shares of Guangli Microelectronics, accounting for 7.22% of the fund's net value, making it the tenth largest holding. The estimated floating loss today is also around 12.7952 million CNY [4]

Market Overview - The Shanghai Composite Index closed at 3889.50 points, below the five-day moving average, with a decline of 0.19% [1] - The total trading volume of A-shares reached 237.42 billion yuan [1] Stocks Performance - A total of 284 A-shares broke through the five-day moving average today [1] - Stocks with significant deviation rates include: - Galaxy Magnetic Materials (14.40%) - Jiangfeng Electronics (9.00%) - Jinyinhai (8.31%) [1] Top Stocks by Deviation Rate - The following stocks had the highest deviation rates from the five-day moving average: - Galaxy Magnetic Materials: 20.01% increase, turnover rate of 16.89%, latest price at 38.74 yuan [1] - Jiangfeng Electronics: 14.54% increase, turnover rate of 20.46%, latest price at 114.52 yuan [1] - Jinyinhai: 12.35% increase, turnover rate of 15.45%, latest price at 37.67 yuan [1] - Other notable stocks include: - Tongyuan Environment: 11.16% increase, latest price at 22.12 yuan [1] - Boshang Optoelectronics: 12.12% increase, latest price at 132.30 yuan [1]