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广立微: 2025年半年度报告

Core Viewpoint - Hangzhou Guoli Microelectronics Co., Ltd. reported a significant increase in revenue and net profit for the first half of 2025, indicating strong growth in the semiconductor industry driven by advancements in AI and domestic demand for integrated circuits [5][6]. Company Overview and Financial Indicators - The company is a leading supplier of EDA software and wafer-level electrical testing equipment, focusing on improving chip yield and rapid monitoring technology [6][13]. - The stock code is 301095, and it is listed on the Shenzhen Stock Exchange [6]. - The total revenue for the reporting period was approximately 245.94 million yuan, a 43.17% increase compared to the previous year [6]. - The net profit attributable to shareholders was approximately -1.07 million yuan, showing a 69.77% improvement from the previous year [6]. - The basic earnings per share increased by 526.77% to 0.0796 yuan [6]. Industry Development - The semiconductor industry is experiencing a surge in demand due to the rapid development of generative AI and the increasing need for high-performance semiconductor products [7][8]. - China's integrated circuit production reached 239.5 billion units in the first half of 2025, reflecting a year-on-year growth of 15.6% [6][8]. - The domestic market share for mature process capacity is expected to grow from 29% in 2023 to 33% by 2027, driven by local procurement strategies [8][9]. Technological Advancements - AI technology is enhancing chip design and manufacturing processes, improving efficiency and product quality [8][11]. - Advanced packaging technologies, such as 2.5D/3D, are being developed to optimize chip performance and reduce manufacturing costs [9][10]. - The integration of AI and machine learning into EDA tools is expected to improve design productivity and chip quality [11][12]. Market Trends - The EDA industry in China is projected to grow significantly, with a market size nearing 12 billion yuan in 2023 and a compound annual growth rate of approximately 20% over the past five years [10][11]. - The global semiconductor manufacturing equipment market is expected to reach $117.14 billion in 2024, marking a 10% increase from 2023 [12][13]. - The domestic semiconductor equipment localization rate is anticipated to rise from 23% in 2023 to over 35% by 2025, driven by increased investment in local production [12][13].