Core Insights - Guangli Micro achieved a revenue of 246 million yuan in the first half of 2025, representing a year-on-year growth of 43.17%, with net profit increasing by 518.42% to 15.68 million yuan [1] - The company is positioned to benefit from the domestic demand for integrated circuit products amid the trend of localization and self-sufficiency in the semiconductor industry [1][5] - Guangli Micro has developed a comprehensive product matrix that includes EDA tools, testing equipment, and data analysis systems, enhancing chip yield rates and reducing production costs [1][3] Financial Performance - In H1 2025, Guangli Micro's software development and licensing business generated 91.05 million yuan, while testing equipment and accessories contributed 153 million yuan, with respective growth rates of 50.24% and 38.13% [1] - The gross profit margins for software development and testing equipment were 74.09% and 49.40%, respectively [1] - R&D expenses reached 144 million yuan, accounting for 58.57% of total revenue, reflecting a 9.10% increase year-on-year [5][6] Market Trends - The global digitalization wave is driving explosive growth in sectors such as 5G, AI, IoT, and electric vehicles, leading to a significant demand for integrated circuits [2] - The Chinese integrated circuit market is projected to reach 1.28 trillion yuan in 2024 and approximately 1.35 trillion yuan in 2025 [2] - The integrated circuit industry is experiencing a "volume and price rise" trend, driven by the dual forces of digital economy penetration and emerging industry demand [5] Product Development - Guangli Micro has established a "three-horse carriage" model focusing on EDA software, semiconductor big data analysis, and wafer-level electrical testing equipment, which work synergistically to drive sustainable growth [3] - The company has launched various EDA products and testing equipment, including the fourth generation of wafer-level testing machines, enhancing its competitive edge in the market [4][6] - The semiconductor data analysis system has been upgraded to cover the entire lifecycle of integrated circuits, expanding the customer base and market space [4] Strategic Initiatives - Guangli Micro's acquisition of LUCEDA NV aims to enhance its capabilities in silicon photonics and expand its offerings from traditional EDA to photonic design automation [10] - The company is focused on deepening its global market presence, particularly in regions like South Korea, Singapore, and Taiwan, to enhance customer collaboration [11][12] - Continuous innovation and a strong emphasis on R&D are central to Guangli Micro's strategy to create value for clients and solidify its position as a leading EDA and testing equipment supplier [11][12]
成品率提升全流程闭环技术引领集成电路国产替代 广立微上半年净利润大增518.42%