| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 688206 | 概伦电子 | 32.25 | -7.62% | | 9.51万 | | 3.16亿 | | 301095 | 广立微 | 77.81 | -7.24% | | 9.25万 | | 7.37亿 | | 688031 | 星环科技 | 52.68 | -6.36% | | 6.16万 | ﺎﺕ ﺍﻟﻤﺘﺤﺪﺓ ﺍﻟ | 3.35亿 | | 688111 | 金山办公 | 295.01 | -6.05% | 1 | 9.55万 | | 28.77亿 | | 301269 | 华大九天 | 113.01 | -6.01% | | 8.65万 | | 10.01亿 | | 688168 | 安博通 | 103.40 | -5.82% | | 3.84万 | | 4.03亿 | | 688083 | 中望软件 | 68.55 | -5.20% | | 4.11万 | | 2.87亿 | | 688615 | 合 ...

IFDA 由EDA2主办的第三届设计自动化产业峰会 IDAS 2025 (Intelligent Design Automation Summit 2025），将 于2025年9月15日-16日在杭州国际博览中心隆重举行（地 址: 杭州萧山区奔竞大道 353 号）。 本届峰会由主论坛、12场专题论坛以及相关企业用户 大会组成，预计将邀请500+半导体上下游领先企业、 2500+专业观众、200+专家学者参会,100+嘉宾将发表主 题演讲，设置100+个展台。 目前,峰会报名正火热进行,我们诚挚邀请您参加此 次峰会,共襄盛举,共话未来! 》》 报名方式一 《《 登录EDA²官方网站报名: https://www.eda2.com/idasMeeting/meeting/details PAS 报名方式二 通过"EDA平方"微信公众号报名 EDA' | IDAS 【 × Q ... < EDA 平方 15:3 EDA平方 IFDA 上海电子设计自动化发展促进会 尊 EDA 【欢迎您关注EDA2】 尊敬的行业伙伴、专家学者，您好! 这里是 EDA开放创新合作机制，(英 文： EDA Ecosystem Develo ...

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6月30日，广立微十大流通股东中，诺安优化配置混合A（006025）位居第 七大流通股东，持股288.18万股，相比上期增加39.88万股。国联安中证全指半导体产品与设备ETF联接 A（007300）位居第十大流通股东，持股106.11万股，相比上期增加9.52万股。 责任编辑：小浪快报 融券方面，广立微8月28日融券偿还2700.00股，融券卖出1100.00股，按当日收盘价计算，卖出金额 10.15万元；融券余量1.16万股，融券余额107.06万元，超过近一年70%分位水平，处于较高位。 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余杭区五常街道联创街188号A1号楼，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%。 截至6月30日，广立微股东户数2.93万，较上期增加18.89%；人均流通股3667股，较上期减少15.89%。 ...

广立微是专注于半导体行业的科技企业，主营业务包括集成电路EDA软件、电性测试设备等产品的研 发与销售。公司产品主要应用于芯片设计、制造等环节。 广立微8月27日报收87.44元，较前一交易日下跌3.56元。该股当日开盘价为90.91元，最高触及93.95元， 最低下探至87.08元，成交量为8.92万手，成交金额达8.11亿元。 从资金流向来看，广立微8月27日主力资金净流出3122.63万元，近五个交易日累计净流出1.8亿元。 风险提示：股市有风险，投资需谨慎。（本内容由AI生成，仅供参考，不构成投资建议。） ...

中国国际金融股份有限公司 关于杭州广立微电子股份有限公司 2025 年半年度跟踪报告 | 保荐人名称：中国国际金融股份有限公司 | 被保荐公司简称：广立微（301095.SZ） | | --- | --- | | 保荐代表人姓名：金玉龙 | 联系电话：010-65051166 | | 保荐代表人姓名：张文召 | 联系电话：010-65051166 | 一、保荐工作概述 三、公司及股东承诺事项履行情况 | 公司及股东承诺事项 | 是否履行承诺 | 未履行承诺的原因及解决措施 | | --- | --- | --- | | 1、关于股份锁定的承诺 | 是 | 不适用 | | 2、控股股东、实际控制人及持股5%以上股东 | 是 | 不适用 | | 关于持股及减持意向的承诺 | | | | 3、关于稳定股价及相应约束措施的承诺 | 是 | 不适用 | | 4、关于摊薄即期回报采取填补措施的承诺 | 是 | 不适用 | | 5、关于规范和减少关联交易的承诺 | 是 | 不适用 | | 6、关于避免资金占用的承诺 | 是 | 不适用 | | 7、关于避免同业竞争的承诺 | 是 | 不适用 | | 8、关于保证不影响和干扰 ...

Group 1 - From August 18 to August 24, brokers issued a total of 463 target prices for listed companies, with the highest target price increases for Hengmingda at 63.83%, Jiangsu Shentong at 62.24%, and Dongfang Caifu at 60.29%, belonging to the consumer electronics, general equipment, and securities industries respectively [1] - A total of 559 listed companies received broker recommendations during the same period, with Beixin Building Materials receiving 22 recommendations, Yanghe Co. receiving 21, and Runben Co. receiving 20 [1] - During this period, brokers upgraded ratings for 9 companies, including Dongbei Securities upgrading Changhai Co. from "Hold" to "Buy", and Pacific Securities upgrading Chuanjinno from "Hold" to "Buy" [1] Group 2 - Brokers downgraded ratings for 11 companies, including Minsheng Securities downgrading Taoli Bread from "Recommended" to "Cautious Recommendation", and Zhongyin International Securities downgrading Southern Airlines from "Hold" to "Increase" [1] - From August 18 to August 24, brokers provided 97 instances of initial coverage, with Southern Airlines receiving an "Increase" rating from Zhongyin International Securities, and Cuihua Jewelry receiving a "Buy" rating from Tianfeng Securities [2] - Other companies receiving initial coverage include Feiyada with a "Buy" rating from Dongbei Securities, Lihua Co. with an "Increase" rating from Huaxi Securities, and Sanhuan Group with a "Buy" rating from Huayuan Securities [2]

Investment Rating - The report assigns an "Accumulate" rating to the company [2][13]. Core Views - The company has shown steady revenue growth, with a 43.17% year-on-year increase in H1 2025, achieving revenue of 246 million yuan and a net profit of 15.68 million yuan, up 518.42% year-on-year [5][6]. - The company is actively investing in R&D, with R&D expenses amounting to 144 million yuan in H1 2025, representing 58.57% of its revenue, which is a 9.10% increase year-on-year [6]. - The company has a strong order backlog of 496 million yuan, which supports future performance [6]. - The acquisition of LUCEDA for 40 million euros is expected to enhance the company's capabilities in silicon photonics design automation [11][12]. Summary by Sections Company Overview - Latest closing price: 86.84 yuan - Total shares: 200 million, circulating shares: 175 million - Total market value: 17.4 billion yuan, circulating market value: 15.2 billion yuan - 52-week high/low: 94.88/34.76 yuan - Debt-to-asset ratio: 7.6% - Price-to-earnings ratio: 217.10 [4]. Financial Performance - H1 2025 revenue: 246 million yuan, up 43.17% year-on-year - H1 2025 net profit: 15.68 million yuan, up 518.42% year-on-year - Q2 2025 revenue: 179 million yuan, up 40.34% year-on-year - Q2 2025 net profit: 29.40 million yuan, up 15.59% year-on-year [5][6]. Product Development - The company is enhancing its EDA product offerings, focusing on yield improvement and design for manufacturability [7]. - The semiconductor big data analysis software has received significant orders, indicating strong market recognition [8]. - The company has launched new wafer-level aging test equipment and made progress in domestic component localization [10]. Strategic Initiatives - The acquisition of LUCEDA is aimed at strengthening the company's position in the silicon photonics market, which is expected to grow rapidly [11][12]. - The company plans to develop collaborative testing chips and tools with LUCEDA to optimize the design-manufacturing process [12]. Earnings Forecast - Projected revenues for 2025-2027 are 717 million, 933 million, and 1.22 billion yuan, respectively, with net profits of 123 million, 189 million, and 291 million yuan [13][15].

Core Insights - As of August 20, 2025, 623 private listed companies in A-shares have disclosed their semi-annual performance, with 528 achieving profitability, representing over 80% [1][2] - Among the profitable companies, 318 reported year-on-year net profit growth, with 46 successfully turning losses into profits [1][2] - The strong performance is attributed to companies seizing opportunities in sectors such as commercial aviation, robotics, and AI computing power, alongside increased R&D investments [1] Group 1: Performance Overview - 318 companies achieved positive net profit growth, with 59 of them reporting growth exceeding 100% [3] - Notably, 17 companies with a market capitalization of less than 5 billion yuan experienced profit growth exceeding 2000% [3] - Leading companies like CATL, Industrial Fulian, WuXi AppTec, and Great Wall Motors reported net profits exceeding 5 billion yuan [2] Group 2: R&D Investment and Innovation - 125 of the 318 companies had R&D expenditures accounting for more than 5% of their revenue, indicating a strong focus on innovation [5] - Companies like Guangli Microelectronics reported a staggering 518.42% increase in net profit, supported by a high R&D expenditure ratio of 58.57% [5] - The emphasis on R&D and innovation is seen as a critical driver for long-term growth, with many companies capitalizing on emerging industries and market opportunities [5] Group 3: Sector Performance - The electronics, basic chemicals, and machinery equipment sectors led the profitability rankings, with 67, 66, and 62 companies respectively achieving profits [2] - AIoT market continued to grow, with companies like Rockchip reporting a 191.61% increase in net profit, driven by expansion in automotive electronics and industrial applications [6] - Companies such as Weicai Technology benefited from trends in smart driving and AI computing, achieving a net profit increase of 831.03% [5]

Group 1 - The latest stock price of Guangliwei is 89.55 yuan, which represents an increase of 0.60% compared to the previous trading day [1] - During the trading session, there was a rapid rebound, with a price of 86.77 yuan at 13:30, showing a rise of over 2% within 5 minutes and a transaction volume of 8.31 billion yuan [1] - Guangliwei operates in the semiconductor industry, focusing on the research and sales of integrated circuit EDA software and wafer-level electrical testing equipment [1] Group 2 - On August 20, the net outflow of main funds was 113 million yuan, with a cumulative net outflow of 192 million yuan over the past five days [1]

Market Overview - The software development sector experienced a decline of 0.56% on August 19, with the leading stock, Guangliwei, falling significantly [1][2] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Top Gainers - Chengmai Technology (300598) saw a substantial increase of 20.00%, closing at 55.39 with a trading volume of 353,500 shares and a transaction value of 1.838 billion [1] - Puyuan Information (688118) rose by 11.77%, closing at 35.51 with a trading volume of 136,400 shares [1] - Zhongdian Xilong (002298) increased by 9.99%, closing at 12.44 with a trading volume of 1.98 million shares and a transaction value of 2.437 billion [1] Top Losers - Guangliwei (301095) led the decline with a drop of 6.18%, closing at 89.02 with a trading volume of 132,400 shares and a transaction value of 1.199 billion [2] - Kexin Information (300730) fell by 5.32%, closing at 20.12 with a trading volume of 835,800 shares [2] - Jin Chengzi (688291) decreased by 4.78%, closing at 39.24 with a trading volume of 77,000 shares [2] Capital Flow - The software development sector experienced a net outflow of 4.776 billion from institutional investors, while retail investors saw a net inflow of 4.216 billion [2][3] - The top stocks with significant net inflows from retail investors included Chengmai Technology and Zhongdian Xilong, indicating strong retail interest despite overall sector declines [3]