Core Viewpoint - Guangli Micro's stock price has underperformed compared to its sector and the broader market, influenced by shareholder sell-offs, capital outflows, and management changes [1][2][4]. Group 1: Stock Performance - On February 13, 2026, Guangli Micro's stock price fell by 3.92% to 89.22 yuan, with a trading volume of 914 million yuan and a turnover rate of 5.84% [1]. - The semiconductor sector showed no change, while the optical chip sector declined by 3.45%, and the A-share semiconductor index slightly increased by 0.05% [1]. Group 2: Reasons for Stock Fluctuation - Shareholder reduction pressure was noted, with three shareholders, including Beijing Wuyuefeng, reducing their holdings by a total of 2,002,900 shares, bringing their stake below 5% [2]. - During the reduction period, the stock price increased by 11.89%, but the completion of the sell-off may negatively impact short-term market sentiment [2]. - There was a net outflow of 66.54 million yuan in main funds on February 13, following a net inflow of 65.99 million yuan on February 12 [2]. - The financing balance decreased by 3.03% over the past five days, with a net sell-off of 37.18 million yuan, indicating some leveraged funds are taking profits [2]. - A management change occurred with the resignation of Vice President Zhao Sa due to personal reasons, which may raise concerns about management stability among investors [2]. Group 3: Business Performance - In the Q3 2025 report, Guangli Micro reported revenue of 428 million yuan, a year-on-year increase of 48.86%, and a net profit attributable to shareholders of 37.02 million yuan, up 380.14% year-on-year [3]. - The core product, the DE-YMS system, has been upgraded to version 2.0, adding new features for multi-die packaging data analysis, reinforcing the logic of technological substitution [3]. - The company strategically acquired Belgian silicon photonics design software firm LUCEDA NV and launched the wafer-level aging test system B5260M, positioning itself in the third-generation semiconductor reliability testing market [3]. - According to a report by Zhongyou Securities in November 2025, the company has a domestic substitution advantage in the EDA and testing equipment sectors [3]. Group 4: Industry Sector Situation - Despite a recent overall upward trend in the semiconductor sector (with a 4.88% increase over the past five days), Guangli Micro's stock is under pressure due to multiple factors including shareholder sell-offs, capital outflows, and management changes [4]. - The average target price from institutions is 98.77 yuan, indicating a potential upside of approximately 25.85% from the current stock price [4]. - However, there remains cautious sentiment in the market due to high valuation (TTM P/E ratio of 163.07) and an increase in expense ratios (with three expenses accounting for a year-on-year increase of 64.43% in Q3 2025) [4].

（记者 王晓波） 每经头条（nbdtoutiao）——上市公司净利从暴增9倍到突然预亏超2亿元，董事长为何自掏5000万元补 窟窿？50亿元信托理财也去向成谜，股民直呼看不懂 每经AI快讯，广立微2月13日晚间发布公告称，公司董事会于近日收到公司副总经理ZHAO SA（赵飒） 女士的书面辞职报告。ZHAO SA（赵飒）女士因个人原因申请辞去公司副总经理职务，其原定高管任 期至2026年11月19日第二届董事会期满之日止。其辞职报告自送达公司董事会之日起生效。 ...

Core Viewpoint - The company announced the resignation of its Vice President, Zhao Sa, due to personal reasons, with her term originally set to end on November 19, 2026 [2] Group 1 - Zhao Sa submitted a written resignation report to the company's board of directors [2] - The resignation is effective immediately, and the company will need to address the leadership change [2] - Zhao Sa's original tenure was aligned with the term of the second board of directors [2]

Core Viewpoint - The company announced the resignation of Vice President Zhao Sa due to personal reasons, effective immediately upon delivery of the resignation letter to the board of directors [1] Group 1: Resignation Details - Zhao Sa's original term was set to end on November 19, 2026, coinciding with the expiration of the second board of directors [1] - Zhao Sa indirectly held 0.9910% of the company's shares through an employee stock ownership platform, with no direct holdings [1] - The company confirmed that the resignation will not impact its operations and expressed gratitude for Zhao Sa's contributions during her tenure [1]

关于公司高级管理人员辞任的公告 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。 证券代码：301095 证券简称：广立微 公告编号：2026-007 杭州广立微电子股份有限公司 杭州广立微电子股份有限公司（以下简称"公司"）董事会于近日收到公司副 总经理 ZHAO SA（赵飒）女士的书面辞职报告。ZHAO SA（赵飒）女士因个人 原因申请辞去公司副总经理职务，其原定高管任期至 2026 年 11 月 19 日第二届 董事会期满之日止。根据《公司法》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》及《公司章程》等相关规定，ZHAO SA（赵 飒）女士的辞职报告自送达公司董事会之日起生效。 截至本公告披露之日，ZHAO SA（赵飒）女士通过员工持股平台杭州广立 共进企业管理合伙企业（有限合伙）间接持有公司股份占比 0.9910%，无直接持 股。本次离职后，ZHAO SA（赵飒）女士将继续遵守《上市公司股东减持股份 管理暂行办法》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、 高级管理人员减持股份》等相关法律、法规、规范性 ...

杭州广立微电子股份有限公司 简式权益变动报告书 上市公司名称：杭州广立微电子股份有限公司 股票上市地点：深圳证券交易所创业板 股票简称：广立微 股票代码：301095 信息披露义务人一： 北京武岳峰亦合高科技产业投资合伙企业（有限合伙） 住所/通讯地址：北京市北京经济技术开发区荣昌东街甲 5 号 3 号楼 2 层 201-18A 信息披露义务人二： 上海建合工业软件合伙企业（有限合伙） 住所/通讯地址： 上海市闵行区虹梅路 3081 号 85 幢 3 层 3-4 信息披露义务人三： 常州武岳峰桥矽实业投资合伙企业（有限合伙） 住所/通讯地址： 武进国家高新技术产业开发区西湖路 1 号众创中心 A 座 122-4 股份变动性质：股份减少、持股比例降至 5%以下（集中竞价、大宗交易、被动 稀释） 签署日期：二〇二六年二月十二日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办 法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告 书》等相关法律法规、规范性文件的规定编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 截至本报告书签署之 ...

证券代码：301095 证券简称：广立微 公告编号：2026-006 杭州广立微电子股份有限公司 权益变动报告书的提示性公告 合计持股 5%以上股东北京武岳峰亦合高科技产业投资合伙企业（有限合伙） 及其一致行动人上海建合工业软件合伙企业（有限合伙）、常州武岳峰桥矽实业 投资合伙企业（有限合伙）（以下合称"信息披露义务人"）保证向杭州广立微电 子股份有限公司（以下简称"公司"）提供的信息内容不存在任何虚假记载、误导 性陈述或者重大遗漏，并对其真实性、准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 1 本次权益变动为合计持有公司 5%以上股份的股东北京武岳峰亦合高科 技产业投资合伙企业（有限合伙）（以下简称"武岳峰亦合"）、上海建合 工业软件合伙企业（有限合伙）（以下简称"建合工软"）、常州武岳峰桥 矽实业投资合伙企业（有限合伙）（以下简称"桥矽实业" ），因资金 规划需要，通过集中竞价交易、大宗交易方式减持其所持公司股份所致， 股份来源为公司首次公开发行股票前持有的股份。以及 2023 年限制性股 票激励计划首次授予部分第一个归属期归属股份上 ...

Group 1 - The A-share market saw a collective rise in DeepSeek concept stocks, with notable increases in shares such as Youkede-W up nearly 14% and Shoudu Online up over 11% [1] - DeepSeek updated its model, with user feedback indicating enhancements in both web and app versions, now supporting a maximum context length of 1 million tokens, an increase from the previous version's 128K tokens released in August last year [1] Group 2 - Specific stock performance includes Youkede-W with a market cap of 19.5 billion and a year-to-date increase of 52.26%, Shoudu Online with a market cap of 15.8 billion and a year-to-date increase of 37.19%, and Dongfang Guoxin with a market cap of 17 billion and a year-to-date increase of 46.28% [2] - Other notable stocks include China Jushi with a market cap of 108.8 billion and a year-to-date increase of 59.01%, and Puyuan Information with a market cap of 3.126 billion and a year-to-date increase of 31.27% [2]

Core Viewpoint - The DeepSeek concept stocks in the A-share market experienced a collective rise, driven by updates to the DeepSeek model, which now supports a context length of up to 1 million tokens, significantly enhancing its capabilities compared to the previous version released in August last year, which supported 128K tokens [1]. Group 1: Stock Performance - Youke De-W (优刻得-W) saw a rise of 13.93%, with a total market capitalization of 19.5 billion and a year-to-date increase of 52.26% [2]. - Capital Online (首都在线) increased by 11.34%, with a market cap of 15.8 billion and a year-to-date rise of 37.19% [2]. - Dongfang Guoxin (东方国信) rose by 7.55%, with a market cap of 17 billion and a year-to-date increase of 46.28% [2]. - China Jushi (中国巨石) experienced a 6% increase, with a market cap of 108.8 billion and a year-to-date rise of 59.01% [2]. - Puyuan Information (普元信息) increased by 5.55%, with a market cap of 3.126 billion and a year-to-date rise of 31.27% [2]. - Chipengwei (芯朋微) rose by 5.07%, with a market cap of 9.151 billion and a year-to-date increase of 14.43% [2]. - Guangliwei (广立微) increased by 4.74%, with a market cap of 17.7 billion and a year-to-date rise of 23.54% [2]. - Huohuan New Network (光环新网) rose by 4.27%, with a market cap of 32.9 billion and a year-to-date increase of 46.52% [2].

Group 1 - The core transaction involved Guangliwei, with a total of 100,000 shares traded on February 11, resulting in a transaction value of 8.4 million yuan, which accounted for 0.73% of the total trading volume for that day [1][2] - The transaction price was set at 84 yuan per share, reflecting a discount of 0.69% compared to the market closing price of 84.58 yuan [1][2] - The buyer was an institutional entity, while the seller was Guotai Junan Securities Co., Ltd., indicating a significant institutional interest in the stock [2]