Summary of Key Points Core Viewpoint - On January 5, Guangliwei executed a block trade of 100,000 shares, amounting to 7.383 million yuan, which represented 1.28% of the total trading volume for the day, with a transaction price of 73.83 yuan, reflecting a discount of 1.01% compared to the market closing price of 74.58 yuan [1]. Group 1 - The block trade involved 100,000 shares of Guangliwei at a price of 73.83 yuan per share [2]. - The total transaction value for the block trade was 7.383 million yuan [2]. - The transaction accounted for 1.28% of the total trading volume on that day [1].

Group 1 - The stock of Guangliwei closed at 71.71 yuan on December 31, with an increase of 0.93% [1] - A block trade occurred with a total volume of 100,000 shares and a transaction amount of 7.099 million yuan, with a premium rate of -1.00% [1] - The buyer was CITIC Securities Co., Ltd. Beijing Headquarters, and the seller was Guotai Junan Securities Co., Ltd. Beijing Zhichunli Securities Business Department [1] Group 2 - In the last three months, Guangliwei has had a total of 2 block trades, amounting to 15.5914 million yuan [1] - Over the past five trading days, the stock has seen a cumulative increase of 0.32%, while the net outflow of main funds totaled 8.5861 million yuan [1]

Group 1: Company Overview - Guangli Microelectronics is a leading supplier of integrated circuit software and wafer-level electrical testing equipment, focusing on improving chip yield and rapid monitoring technology [2] - The company has formed a comprehensive solution for yield improvement, integrating EDA design software, WAT testing equipment, and semiconductor data analysis tools [2] Group 2: Financial Performance - In Q3 2025, the company achieved a revenue of 42,769.74 million CNY, representing a year-on-year growth of 48.86% [3] - The net profit attributable to shareholders was 37.01 million CNY, with a significant year-on-year increase of 380.14% [3] Group 3: R&D Investment - From January to September 2025, R&D investment totaled 22,958.02 million CNY, accounting for 53.68% of revenue, with a year-on-year growth of 14.12% [4] - The R&D focus includes upgrading existing products, enhancing data analysis software, and developing new DFT/DFM tools [4] Group 4: R&D Achievements - Key R&D outcomes in 2025 include advancements in EDA software, such as the PatternScan tool achieving international leading performance and the integration of AI in the QuanTest YAD tool for failure root cause analysis [4] - The company launched an advanced SEM/TEM one-stop intelligent measurement platform, iMetrology, and a cloud trial version of its statistical analysis software [4] - The WLBI B5260M wafer-level aging test system was officially released, expanding the product matrix into reliability testing [5][6] Group 5: Future Outlook - The company plans to continue increasing R&D investment and proactively engage in forward-looking industry layouts to create new growth points for sustainable business development [6]

Core Viewpoint - Guangli Micro (301095) focuses on enhancing chip yield and rapid monitoring technology, offering a comprehensive solution that integrates EDA software, circuit IP, WAT testing equipment, and yield improvement technology [1] Group 1: EDA Software Development - The company has consistently invested in R&D for EDA software, expanding into a more diverse range of tools [1] - New software products include big data analysis and management series (DE-G, DE-YMS, DE-DMS), and manufacturability design software CMP simulation modeling tools [1] - The company has established a business layout in the DFT (Design for Testability) field [1] Group 2: Testing Equipment Advancements - Guangli Micro has launched upgraded WAT testing equipment (T4000 and T4000Max models), wafer-level reliability testing, and wafer-level aging testing equipment [1] - These advancements aim to broaden the application scenarios of the company's products [1] Group 3: Strategic Acquisitions - To seize opportunities in the silicon photonics industry, the company completed a strategic acquisition of LUCEDA NV, a leading firm in silicon chip design automation (PDA) software, in August 2025 [1] - This acquisition marks a significant expansion from traditional EDA into the PDA field [1] Group 4: Market Position and Growth - The development and launch of these software and hardware products are expected to help the company expand its customer base and market space [1] - This strategy aims to enhance the company's competitive position in the market and provide new growth engines for its performance [1]

南财智讯12月25日电，广立微公告，公司于近日收到持股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）、常州武岳峰桥砂实业 投资合伙企业（有限合伙）出具的《股份减持告知函》。上述信息披露义务人于2024年10月9日至2025 年12月24日期间，通过集中竞价和大宗交易方式累计减持公司股份256.81万股，占公司总股本比例 1.2822%。本次权益变动完成后，北京武岳峰亦合及其一致行动人合计持有公司股份比例由8.2939%下 降至7.0000%，权益变动已完成。本次减持系履行此前已披露的减持计划，不存在违反相关法律法规及 承诺的情形。 ...

证券代码：301095 证券简称：广立微 公告编号：2025-071 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"）于近日收到持股 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）（以下简称"武岳峰 亦合"）及其一致行动人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"）出具的《股份减持告知函》，获悉武岳峰亦合、建合工软和桥矽实业于 2024 年 10 月 9 日至 2024 年 11 月 4 日期间，通过集中竞价方式累计减持公司股 票 81.43 万股，2024 年 12 月 25 日至 2025 年 3 月 24 日期间，通过集中竞价 方式累计减持公司股票 157 万股，2025 年 12 月 16 日至 2025 年 12 月 24 日 期间通过大宗交易、集中竞价方式累计减持公司股票 18.38 万股，所持有公司股 份比例变动触及 1%整数倍，现将相关情况公告如下： | 1.基本情况 | | | --- | --- | | 信息披露义务人 | 1 北京武岳峰亦合高科技产业投资合伙企 ...

进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为849.24万元。该股近5个交易日累 计上涨5.41%，主力资金合计净流出33.04万元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月24日，广立微收涨0.93%，收盘价为71.48元，发生1笔大宗交易，合计成交量12万股，成交金额 849.24万元。 第1笔成交价格为70.77元，成交12.00万股，成交金额849.24万元，溢价率为-0.99%，买方营业部为机构 专用，卖方营业部为国泰海通证券股份有限公司北京知春里证券营业部。 ...

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 年度持续督导培训情况的报告 深圳证券交易所： 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）根据 《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》和《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》等相关法律 法规的要求，对杭州广立微电子股份有限公司（以下简称"广立微"、"公司"） 的控股股东法定代表人、实际控制人、董事、审计委员会、高级管理人员及关键 岗位人员等进行了 2025 年度持续督导培训，报告如下： 三、本次持续督导培训的结论 一、本次持续督导培训的基本情况 实施本次培训前，中金公司编制了培训讲义，并提前要求广立微参与培训的 相关人员了解培训相关内容。 本次培训于 2025 年 12 月 19 日在公司办公地（浙江省杭州市滨江区浦沿街 道潮涌路 1095 号广立微大厦）举行，通过采取现场和线上远程会议相结合的方 式对公司的控股股东法定代表人、实际控制人、董事、审计委员会、高级管理人 员及关键岗位人员进行了培训。中金公司培训授课人员为金玉龙。培训中，中金 公司培训授课人员通过讲解 ...

Core Viewpoint - The article discusses the significant shift in the Chinese EDA (Electronic Design Automation) industry, highlighting how domestic companies have gained market share and technological capabilities in response to U.S. restrictions on chip design tools, leading to a potential reshaping of the global semiconductor landscape [1][3][11]. Group 1: Market Dynamics - In 2025, the Chinese EDA market is expected to reach 18.5 billion yuan, indicating a substantial market share shift from U.S. companies, which previously dominated with 95% of the market [3][11]. - Chinese EDA companies have captured 20% of the market, demonstrating a strong competitive response to U.S. sanctions [3][11]. - The number of Chinese EDA firms has surged to over 160 by 2025, indicating a robust growth in the sector [7]. Group 2: Strategic Acquisitions - In August 2025, Chinese EDA leader Guangli Micro announced the acquisition of Belgian silicon photonics design automation company Luceda Photonics for 340 million yuan, enhancing its technological capabilities [7][9]. - This acquisition allows Guangli Micro to fill gaps in optical chip design and expand its influence in the European market [7][9]. Group 3: Technological Advancements - Chinese EDA firms have developed comprehensive tools for both digital and analog circuit design, enabling companies to design chips without relying on U.S. software [14][19]. - The introduction of "cloud EDA" services by companies like S2C in collaboration with Tencent Cloud has lowered the entry barrier for small and medium-sized chip companies, allowing them to access design tools without significant upfront costs [16][17]. - AI algorithms have been integrated into EDA tools by domestic companies, significantly improving efficiency in chip design processes, with some tasks being completed up to ten times faster than traditional methods [21][22]. Group 4: Future Implications - The shift in EDA capabilities is seen as a potential "leapfrog" opportunity for China, moving beyond mere replacement of U.S. tools to establishing a new ecosystem that could redefine the semiconductor industry [19][24]. - The article suggests that if China solidifies its position in the EDA sector, it could undermine the U.S. control over the global semiconductor supply chain, leading to a significant reallocation of industry power [24][26].

Core Insights - The report emphasizes that the computer industry is driven by model iteration, application breakthroughs, and domestic computing power leadership, with a buy rating for the sector [2][4][17]. Industry Overview - The AI infrastructure sector is transitioning from "testing and trial" to "large-scale rollout in 2026" for domestic AI chip replacements, with a narrowing gap between domestic and international leading models [8][17][26]. - The AI application sector is categorized into three types of companies: those with recognized benchmark clients but in early stages, those with long-term trends but uncertain timelines, and those leveraging AI with reachable inflection points [8][17][19]. - The EDA and R&D software sector is seeing rapid improvement in domestic product capabilities, with mergers and acquisitions expected to accelerate due to policy support [8][17][21]. - In the intelligent driving and robotics sector, the report suggests focusing on competitive chip tracks, overseas expansion, and new autonomous driving opportunities, recommending global AMR leader Geek+ [8][18][21]. - The report notes that traditional trust and innovation directions are facing funding delays, while the release of HarmonyOS PC in 2025 is seen as a catalyst for business growth and technological upgrades [8][18][21]. - The energy information sector is expected to benefit from stable capital expenditures and market reforms, although policy implementation timelines need to be monitored [8][18][21]. Key Companies - In the AI infrastructure sector, recommended companies include Cambricon, Inspur, and Unisoc, with attention to Sugon [8][19]. - For AI applications, notable companies are Jingtaikong, Rainbowsoft, and Kingdee International, with additional focus on Hancloud and Guangyun Technology [8][19][21]. - In the intelligent driving and robotics sector, key players include Geek+, Black Sesame Intelligence, and Rui Ming Technology, with recommendations to monitor Desay SV and SOTER [8][19][21]. - In the EDA and R&D software sector, companies like GigaDevice, Gexin Electronics, and BGI are highlighted, with attention to Zhongkong Technology and Haocen Software [8][19][21]. - For trust and innovation, recommended companies include Kingsoft and Softcom, with additional focus on Taiji Co. and China Software International [8][19][21]. - In the energy information sector, notable companies are Guoneng Rixin and Longxin Group, with attention to State Grid Information and South Grid Digital [8][19][22].