A股刚刚开盘，受相关消息面影响，上市的三家EDA公司开盘都是大涨。截止发稿，华大九天、概伦电子、广立 微均上涨超15%。 是说芯语，欢迎关注分享 | 加入"中国IC独角兽联盟"，请点击进入 | | --- | 投稿 、 商务合作 请微信 dolphinjetta ...

Group 1 - The A-share EDA (Electronic Design Automation) sector experienced significant gains, with companies like Gelun Electronics rising over 11% [1] - Other notable performers include Huada Jiutian and Guangliwei, both increasing by over 10% [1] - Shentong Metro reached its daily limit up, while Guangdong Electric Power A also hit the upper limit, indicating strong market interest [1] - Anlu Technology and several other companies in the sector also saw substantial increases in their stock prices [1]

Core Viewpoint - The EDA (Electronic Design Automation) concept stocks experienced a significant surge in opening prices, indicating strong market interest and potential growth in this sector [1] Group 1: Stock Performance - The stock of Shentong Metro reached its daily limit up during the bidding process [1] - Companies such as Gelun Electronics, Huada Jiutian, and Guangliwei saw their stock prices increase by over 10% [1] - Other companies like Anlu Technology and Taiji Co. also experienced upward movement in their stock prices [1]

Core Viewpoint - Yield has long been regarded as the lifeline for chip manufacturers and foundries, being crucial for cost control, production efficiency, capacity increase, and market competitiveness [1] Group 1: Yield Improvement Challenges - The issue of yield in advanced processes has evolved from single-point defects to more systemic, multi-source, and cross-layer complex characteristics due to increased design and process complexity [1] - Traditional DFT tools often struggle to effectively identify complex failure modes caused by manufacturing deviations, layout hotspots, and test boundary effects [1] Group 2: YAD Platform Overview - The Guangliwei YAD yield perception big data diagnostic analysis platform was developed to address the challenges in yield analysis [2] - YAD integrates with the Guangliwei DATAEXP big data analysis platform and the Yield Management System (YMS), enabling real-time correlation of cross-domain data, covering the entire "design-manufacturing-testing-analysis" data diagnostic map [2][4] Group 3: Customer Value and Benefits - YAD enhances analysis efficiency, reducing the analysis time from weeks to hours through a powerful graphical interface and reporting functions [8][9] - It improves root cause analysis accuracy by utilizing AI algorithms for multi-dimensional identification of failure causes and automatically recommending PFA candidates [9] - The platform identifies hidden systemic design issues by incorporating design information into yield analysis [9] - YAD supports multi-dimensional data analysis and verification, dynamically adjusting the analysis scope through deep integration with YMS [9] - The system is highly automated, minimizing manual intervention and enabling systematic data management [9] Group 4: Intelligent Diagnostic Analysis - YAD employs data mining and advanced AI algorithms for accurate root cause analysis (RCA), supporting the identification of specific layout patterns causing systemic failures [11] - The platform generates defect root cause probability maps and intelligently recommends PFA candidates, facilitating quick problem localization [11][15] Group 5: Visualization and Reporting - YAD provides visual analysis of diagnostic reports, including circuit diagrams and layout information, significantly saving time [14] - The platform supports intuitive Wafer Map views for flexible data correlation analysis, aiding efficient diagnostic processes [14] Group 6: Future Directions - Guangliwei YAD transforms dispersed design, process, and testing data into core momentum for yield improvement, breaking down data silos and utilizing AI algorithms to quickly identify key failure modes [16]

长期以来，良率一直被视为芯片厂商和晶圆代工厂的生命线，其不仅是成本控制的关键因素，更是提升生产效率、增加产能以及增强市场竞争力的核心驱动 力。 YAD支持解析各类主流DFT诊断报告，集成YMS分析系统，全方位地结合电路设计数据、DFT诊断数据、芯片测试数据及芯片制造数据，协同优化设计与制造，深 入挖掘良率失效根因。 客户价值 YAD全面满足产品和测试工程团队的需 求， 借 助 大数据驱动的智能诊断引擎，贯通设计、测试诊断与制程监控全流程，提升溯源效率与根因定位精度 。YAD已在 多个客户的实际案例中得到验证，并获得了高度认可，为半导体设计与制造企业带来了显著的价值： 1. 提升分析效率 强大的图形化界面和报告功能，结合图形化操作和全流程分析方案，快速提升良率分析效率，从数周缩短至数小时。 2. 提高根因分析准确率 通过AI算法结合全流程数据进行RCA分析，高精度多维度识别失效根因，自动推荐PFA候选者，提高根因分析准确率。 3. 识别隐藏系统性设计问题 融入设计信息进行诊断良率分析，通过数据挖掘提前识别潜在的系统性设计问题。 4. 多维度数据分析与验证 与YMS深度互通串联，通过多维度动态调整分析数据筛分诊断 ...

证券代码：301095 证券简称：广立微 公告编号：2025-032 杭州广立微电子股份有限公司 2024 年年度权益分派实施公告 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。 特别提示： 1、根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等 相关规定，杭州广立微电子股份有限公司（以下简称"公司"或"本公司"）通过回 购专用证券账户持有的公司股份 3,218,519 股不享有参与利润分配的权利，本次 权益分派以公司现有总股本 200,281,088 股剔除已回购股份 3,218,519 股后的 197,062,569 股为基数实施。经公司股东大会审议通过的 2024 年度权益分派方案 和调整原则，按照现金分红比例不变的原则调整分配总额，审议通过分配方案为： 扣除回购专用证券账户所持股份 3,218,519 股后参与分配的股份数量为 197,062,569 股，以此为基数向全体股东每 10 股派发现金红利 2.50 元（含税）， 共派发现金红利 49,265,642.25 元（含税），不送红股，不进行资本公积金转增股 本。 2、本次权益分派实 ...

Core Insights - The report highlights the significant growth in revenue for the company, with a 14.50% increase in 2024, reaching 547 million yuan, despite a decline in net profit by 37.68% to 80 million yuan [2][5] - The company is expected to benefit from the increasing demand for domestic products in the context of integrated circuit localization [2][5] - The first quarter of 2025 showed a remarkable revenue increase of 51.43%, amounting to 66 million yuan, indicating a positive trend in cash flow performance [6] Revenue Breakdown - The company's software development and licensing revenue surged by 70.33% in 2024, totaling 159 million yuan, accounting for 29.04% of total revenue [7] - Testing equipment and accessories generated 386 million yuan, a 0.63% increase, representing 70.67% of total revenue [7] - Testing services and other revenues saw a dramatic increase of 360.63%, reaching 1.62 million yuan, contributing 0.30% to total revenue [7] Market Trends - The semiconductor demand is expected to rise due to advancements in AI technology, which will likely enhance the market share of domestic EDA companies [8] - The report notes a recovery in China's integrated circuit industry, with domestic products gaining market share in consumer electronics and communications [8] - The emphasis on localization and domestic procurement strategies is anticipated to further boost demand for local EDA products [8] Product Development - In 2024, the company made significant advancements in its EDA functionalities and launched several new products, including the INF-AI platform and the SemiMind semiconductor model platform [9] - The company has also developed a new high-performance semiconductor parameter testing machine, expanding its testing capabilities [9] - The successful implementation of yield improvement projects for various clients has enhanced the company's reputation and potential in the market [9]

2024 年年度跟踪报告 | 保荐人名称：中国国际金融股份有限公司（以下简 | 被保荐公司简称：广立微（301095.SZ） | | --- | --- | | 称"中金公司"） | | | 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 | 项 目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | 2．督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括但不 | | | 限于防止关联方占用公司资源的制度、募集资金管 | 是 | | 理制度、内控制度、内部审计制度、关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 每月 次 1 | | （2）公司募集资金项目进展是否与信息披露文件 | 是 | | 一致 | | | ...

广立微 2024 年年度股东大会法律意见书 国浩律师（杭州）事务所 国浩律师（杭州）事务所 关 于 杭州广立微电子股份有限公司 2024 年年度股东大会的 法律意见书 地址：杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编：310008 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tel: (+86)(571) 8577 5888 传真/Fax: (+86)(571) 8577 5643 网址/Website：http://www.grandall.com.cn 二〇二五年五月 广立微 2024 年年度股东大会法律意见书 国浩律师（杭州）事务所 国浩律师（杭州）事务所 关 于 杭州广立微电子股份有限公司 2024 年年度股东大会的 法律意见书 电子邮箱/Mail：grandallhz@grandall.com.cn 致：杭州广立微电子股份有限公司 国浩律师（杭州）事务所（以下简称"本所"）接受杭州广立微电子股份有 限公司（以 ...

证券代码：301095 证券简称：广立微 公告编号：2025-031 杭州广立微电子股份有限公司 2024 年年度股东大会决议公告 1、现场会议召开时间：2025 年 5 月 12 日（星期一）下午 14:00 2、现场会议召开地点：浙江省杭州市余杭区五常街道联创街 188 号 A1 号 楼 4 楼会议室 3、会议召集人：公司董事会 特别提示 1、本次股东大会无新增、变更、否决提案的情况； 2、本次股东大会未涉及变更以往股东大会决议的情况； 3、本次股东大会采取现场投票与网络投票相结合的方式召开。 一、会议召开和出席情况 （一）会议的召开情况 4、主持人：董事长郑勇军先生 5、表决方式：本次会议采取现场投票与网络投票相结合方式 6、网络投票时间：通过深圳证券交易所互联网系统投票的时间为：2025 年 5 月 12 日（星期一）9:15-15:00 期间的任意时间；通过深圳证券交易所交易系统 进行网络投票的时间为：2025 年 5 月 12 日 9:15-9:25、9:30-11:30、13:00-15:00 期间的任意时间。 7、本次会议的召集、召开符合《中华人民共和国公司法》（以下简称《公 司法》）等有关法 ...