杭州广立微电子股份有限公司 2025 年半年度报告全文 杭州广立微电子股份有限公司 2025 年半年度报告 2025-044 2025 年 8 月 1 杭州广立微电子股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的 真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别 和连带的法律责任。 杭州广立微电子股份有限公司 2025 年半年度报告全文 公司负责人郑勇军、主管会计工作负责人陆春龙及会计机构负责人(会计 主管人员)盛龙凤声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中如有涉及未来的计划、业绩预测等方面的内容，均不构成本公司 对任何投资者及相关人士的承诺，投资者及相关人士均应对此保持足够的风险 认识，并且应当理解计划、预测与承诺之间的差异，敬请投资者注意投资风 险。 请投资者认真阅读本半年度报告全文，并特别注意相关风险因素，具体内 容详见本报告"第三节管理层讨论与分析"之"十、公司面临的风险和应对措 施"，敬请投资者注意投资风险。 公司计划不派 ...

Core Viewpoint - Guangli Micro reported a slight decline in stock price on August 15, closing at 83.33 yuan, with a trading volume of 1.144 billion yuan and a price fluctuation of 6.45% [1] Company Overview - The company specializes in the research and development of electronic design automation software and wafer-level electrical testing equipment, primarily serving the integrated circuit manufacturing and design sectors [1] Recent Developments - On August 12, the company announced the completion of a full acquisition of Belgian silicon photonics design automation firm LUCEDA through its Singapore subsidiary, with a transaction value of approximately 340 million yuan. This acquisition is expected to enable the company to enter the silicon photonics chip design automation market [1] Financial Performance - On August 15, the main capital outflow was 13.119 million yuan, while the cumulative net inflow over the past five trading days reached 399 million yuan [1]

Core Viewpoint - The acquisition of LUCEDA by Guangliwei marks a strategic move into the silicon photonics design automation sector, aiming to enhance competitiveness in the global semiconductor industry amidst the rapid growth of AI computing power and silicon photonics technology [2][6][8]. Group 1: Acquisition Details - Guangliwei completed the acquisition of LUCEDA for a total price of €40 million (approximately RMB 340 million), with adjustments based on LUCEDA's net liabilities and working capital at the time of closing [3]. - LUCEDA, established in 2014, specializes in silicon photonics chip design software and related services, and will operate as a wholly-owned subsidiary of Guangliwei post-acquisition [3][4]. - The acquisition process began in July 2024 and was kept confidential until completion due to potential risks associated with government approvals and market reactions [3]. Group 2: Financial Performance - In the fiscal year 2024, LUCEDA reported revenues of €3.81 million and a net profit of €563,700, while in 2025, revenues are expected to rise to €4.2 million but with a projected net loss of €117,700 [4]. - Guangliwei's revenue for 2024 was RMB 547 million, a year-on-year increase of 14.5%, but the net profit decreased by 37.68% to RMB 80.27 million due to slowed revenue growth and increased R&D expenditures [5]. Group 3: Market Context and Strategic Importance - The silicon photonics market is projected to grow significantly, with a market size of approximately $1.4 billion in 2023, expected to reach $10.3 billion by 2029, reflecting a compound annual growth rate of 45% [7]. - The acquisition is seen as a strategic move to optimize Guangliwei's existing industrial layout and to develop comprehensive solutions in silicon photonics design, testing, and yield improvement [6][8]. Group 4: Collaborative Synergies - Post-acquisition, Guangliwei and LUCEDA plan to collaborate on enhancing the silicon photonics design automation toolchain, including the development of a unified design and simulation platform [10]. - The partnership aims to leverage Guangliwei's expertise in semiconductor manufacturing EDA tools and LUCEDA's advanced technologies to innovate in silicon photonics testing and yield enhancement solutions [10]. - LUCEDA's CEO indicated that the collaboration would provide necessary resources for innovation and aim for an annual growth rate exceeding 25% in the photon chip market [11].

Core Viewpoint - The acquisition of LUCEDA by Guangliwei marks a strategic move into the silicon photonics design automation sector, aiming to enhance competitiveness in the global semiconductor industry amid the rapid growth of AI computing power and silicon photonics technology [1][5][7]. Group 1: Acquisition Details - Guangliwei completed the acquisition of LUCEDA, a Belgian silicon photonics design automation company, through its wholly-owned subsidiary in Singapore [1][2]. - The acquisition price consists of two parts: a competitive bid value of €40 million (approximately RMB 340 million) and an adjustment based on LUCEDA's net liabilities and working capital at the closing date [2]. - LUCEDA's total assets as of June 30 were €3.8852 million, with total liabilities of €2.6549 million and equity of €1.2303 million [2]. Group 2: Financial Performance - In the 2024 fiscal year, LUCEDA reported revenues of €3.8092 million and a net profit of €0.5637 million, while in 2025, revenues increased to €4.1969 million but incurred a net loss of €0.1177 million [3]. - Guangliwei's revenue for 2024 was RMB 547 million, a year-on-year increase of 14.5%, but the net profit attributable to shareholders decreased by 37.68% to RMB 80.2685 million [3]. - In Q1 of the current year, Guangliwei achieved revenue of RMB 66.4849 million, a year-on-year growth of 51.43%, but reported a net loss of RMB 13.715 million [4]. Group 3: Market Context and Strategy - The silicon photonics industry is viewed as a high-growth sector, driven by advancements in high-performance computing and communication technologies [5][6]. - The global market for silicon photonics modules was approximately $1.4 billion in 2023, projected to grow to $10.3 billion by 2029, with a compound annual growth rate of 45% [6]. - The acquisition aims to optimize Guangliwei's existing industrial layout and enhance its capabilities in silicon photonics design, testing, and yield improvement [5][7]. Group 4: Collaborative Synergies - Post-acquisition, Guangliwei and LUCEDA plan to collaborate on multiple fronts, including the development of a comprehensive silicon photonics design automation toolchain and enhancing design efficiency through AI and machine learning [8][9]. - The partnership aims to improve manufacturing yield solutions by leveraging Guangliwei's expertise in semiconductor manufacturing EDA tools alongside LUCEDA's advanced silicon photonics design technologies [8][9]. - LUCEDA's CEO indicated that the collaboration would provide necessary investment and resources to accelerate innovation and expand market presence, targeting an annual growth rate significantly above 25% [9].

金融界消息 截至2025年8月13日收盘，广立微（301095）报收于86.6元，上涨5.61%，换手率13.38%， 成交量23.35万手，成交金额19.04亿元。 资金流向方面，今日主力资金净流入1.96亿元，占比成交额10.29%。其中，超大单净流入8355.83万 元、占成交额4.39%，大单净流入1.12亿元、占成交额5.9%，中单净流出流出203.33万元、占成交额 0.11%，小单净流出19378.65万元、占成交额10.18%。 广立微最新一期业绩显示，截至2025一季报，公司营业总收入6648.49万元、同比增长51.43%，归属净 利润1371.50万元，同比增长40.11%，扣非净利润2187.00万元，同比增长13.95%，流动比率17.980、速 动比率16.078、资产负债率5.80%。 来源：金融界 天眼查商业履历信息显示，杭州广立微电子股份有限公司，成立于2003年，位于杭州市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本20028.1088万人民币，实缴资本20028.1088万人民 币。公司法定代表人为郑勇军。 通过天眼查大数据分析，杭州广立微电子股份有限公司 ...

Core Viewpoint - Guangli Micro (301095.SZ) announced the acquisition of 100% equity in LUCEDA NV through its wholly-owned subsidiary Guangli Microelectronics (Singapore) Pte Ltd, which will enhance its competitive position in the silicon photonics industry [1] Group 1: Acquisition Details - The acquisition will be funded by the company's own capital [1] - LUCEDA's main business includes silicon photonics chip design software, PDK development, design process optimization, and professional training services [1] - Post-acquisition, LUCEDA will be included in the company's consolidated financial statements [1] Group 2: Strategic Implications - The acquisition is expected to support the company's development of systematic solutions in silicon photonics design, testing, and yield improvement [1] - It will broaden the company's overseas sales channels [1] - The move is aimed at further strengthening the company's industry competitiveness and market position [1]

Group 1: Government Policies - The Ministry of Finance and eight other departments announced that service industry operators can enjoy interest subsidies on loans up to 1 million yuan, with a subsidy rate of 1% for a maximum of one year [1] - The Ministry of Finance, the People's Bank of China, and the Financial Regulatory Bureau issued a plan for fiscal interest subsidies on personal consumption loans, covering various categories including household vehicles and education [1] - The Ministry of Finance and the State Taxation Administration clarified that income from express delivery services will be subject to VAT as "collection and delivery services" [1] Group 2: Industry Developments - A closed-door meeting of key dry-process lithium battery separator manufacturers reached several agreements to address issues like price competition and overcapacity, emphasizing price discipline and industry cooperation [2] - The Ministry of Commerce announced a preliminary ruling on anti-dumping investigations into imported canola seeds from Canada, confirming that dumping has caused substantial harm to the domestic canola industry [3] Group 3: Company News - Guizhou Moutai reported a net profit of 45.403 billion yuan for the first half of 2025, an increase of 8.89% year-on-year, with revenue rising by 9.10% to 89.389 billion yuan [3] - Cambrian Technology refuted rumors regarding large orders and revenue forecasts, urging investors to rely on official announcements [4] - Shangwei New Materials disclosed that its major shareholder reduced its stake to 5% by selling 1.5844 million shares [5] - China Shipbuilding announced a buyback price of 30.02 yuan per share for dissenting shareholders, with the stock closing at 38.50 yuan, indicating a premium of 28.25% [6] - Hengxin Oriental is under investigation by the China Securities Regulatory Commission for alleged information disclosure violations [7] - Quzhou Development plans to acquire 95.46% of Xian Dao Electric Science and Technology, with the stock set to resume trading [8] - ST Shengtun will change its stock name to Shengtun Mining and remove risk warnings, allowing for a 10% trading limit [9] - Grand Microelectronics acquired 100% of LUCEDA NV to expand into silicon photonics technology [10] - Sifang Precision plans to reduce its stake by up to 2.25% due to shareholder funding needs [11] - Shaanxi Huada intends to purchase 100% of Huajing Microelectronics through a share issuance [12] - Hailanxin plans to acquire 100% of Hailan Huanyu for 1.051 billion yuan, constituting a major asset restructuring [12] - Ganfeng Lithium is collaborating with LAR to develop a lithium product production line with an annual capacity of 150,000 tons [13] - Yuhua Tian clarified that a minor stake acquisition by Zhiyuan Innovation does not significantly impact its operations [14]

Key Points - The article highlights various significant announcements from different companies, including project investments, performance data, and stock buybacks [1][2][3][4] Group 1: Company Announcements - 麦湖德's revenue from sports rehabilitation products is currently a small proportion of its total income [1] - 达实智能 signed a smart hospital project worth 90.7533 million yuan [1] - 特锐德 is expected to win a railway project worth approximately 144 million yuan [1] - 罗牛山 reported a sales revenue of 97.5029 million yuan from pig sales in July [2] - *ST星农 plans to acquire 100% equity of 中城汽车 [1][3] - 陕西金叶 intends to repurchase shares worth between 40 million and 70 million yuan [1][3] - 贵州茅台's net profit for the first half of the year reached 45.403 billion yuan, a year-on-year increase of 8.89% [1][3] - 天亿马's shareholders plan to reduce their holdings by up to 3.46% [1][3] - 江苏索普 plans to raise no more than 1.5 billion yuan through a private placement [4] Group 2: Performance Data - 道氏技术 reported a net profit of 230 million yuan for the first half of the year, a year-on-year increase of 108.16% [3] - 鹏鼎控股's net profit for the first half of the year was 1.233 billion yuan, reflecting a year-on-year growth of 57.22% [3] - 金龙鱼 achieved a net profit of 1.756 billion yuan in the first half of the year, a year-on-year increase of 60.07% [3] - 中国联通's net profit for the first half of the year was 6.349 billion yuan, up by 5.1% year-on-year [3]

Group 1: Policy Announcements - The Ministry of Finance, People's Bank of China, and Financial Regulatory Bureau released the "Implementation Plan for Personal Consumption Loan Interest Subsidy Policy," effective from September 1, 2025, to August 31, 2026, aimed at supporting personal consumption loans used for actual consumption [1] - The Ministry of Finance announced the "Loan Interest Subsidy Policy for Service Industry Operating Entities," which provides a 1% annual interest subsidy for loans to service industry entities, with a maximum loan amount of 1 million yuan per entity [1] Group 2: Company Financial Performance - Guizhou Moutai reported a revenue of 89.389 billion yuan for the first half of the year, a year-on-year increase of 9.1%, with a net profit of 45.403 billion yuan, up 8.89% [2] - Golden Dragon Fish achieved a revenue of 115.682 billion yuan in the first half, a 5.67% increase year-on-year, with a net profit of 1.756 billion yuan, marking a 60.07% growth [3] - China Unicom reported a revenue exceeding 200 billion yuan in the first half, a 1.5% year-on-year increase, with a total profit of 17.7 billion yuan, up 5.2% [3] - Pengding Holdings recorded a revenue of 16.375 billion yuan, a 24.75% increase year-on-year, with a net profit of 1.233 billion yuan, up 57.22% [3] - Zhenray Technology reported a revenue of 205 million yuan, a 73.64% increase year-on-year, with a net profit of 62.32 million yuan, up 1006.99% [3] Group 3: Corporate Actions - China Evergrande announced it will be delisted due to failure to meet the exchange's resumption requirements, with the last trading day set for August 22 [4] - China Shipbuilding announced the dissenting shareholders' buyout price at 30.02 yuan per share, with the closing price on August 12 at 38.50 yuan, indicating a premium of 28.25% [5] - China Heavy Industry announced a cash option for dissenting shareholders at 4.03 yuan per share, with the closing price on August 12 at 5.10 yuan, indicating a premium of 26.55% [5] - Quzhou Development disclosed a restructuring plan to acquire 95.46% of Xian Dao Electric Science and Technology through share issuance [5] - Golden Orange announced a restructuring plan to acquire 55% of Changchun Samit Optoelectronics through share issuance and cash payment [6] Group 4: Market Developments - The Shenzhen Stock Exchange will launch the Shenzhen AAA State-Owned Enterprise Credit Bond Index and the Shenzhen AAA Private Enterprise Credit Bond Index on August 15, focusing on high-grade credit bonds [2] - The National Medical Insurance Administration announced the preliminary review of the 2025 National Basic Medical Insurance Drug List, with 121 out of 141 drug names passing the initial review [1]

Group 1 - The core point of the article is that Guangli Micro announced the approval of several resolutions during its second board meeting, including the acquisition of 100% equity of LUCEDANV through its wholly-owned subsidiary [1] Group 2 - The company held its second board's twentieth meeting on August 12, where it passed resolutions to waive the advance notice requirement for the meeting [1] - The acquisition of LUCEDANV is a significant strategic move for the company, indicating its intent to expand its business operations [1]