集成电路自主可控
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万隆光电:回应投资者关于上海威固信息业务及投资收益相关问题
Xin Lang Cai Jing· 2025-09-22 01:09
上海威固信息作为"军民融合" 与 "集成电路自主可控" 领域的参与者,既布局了美国硅谷、韩国首尔等 海外技术与资源节点,当前业务覆盖航空航天、车载等高端装备领域。请问公司是否了解上海威固信息 在业务拓展(如高端装备存储方案的市场渗透率)或资本化规划上的最新进展?若其未来在军民融合场 景落地或集成电路技术转化上取得突破,是否会为公司带来投资收益层面的正向反馈,进一步完善公司 在硬科技领域的投资布局? 董秘回答(万隆光电SZ300710): 投资者提问: 尊敬的投资者,您好,公司全资子公司杭州隆胜投资有限公司持有杭州兴瑞万嘉股权投资合伙企业(有 限合伙)60%份额,杭州兴瑞万嘉股权投资合伙企业持有上海威固信息技术股份有限公司0.66%股份, 公司未参与上海威固信息技术股份有限公司的经营管理,但定期关注基金的运作情况,感谢您的关注。 查看更多董秘问答>> 免责声明:本信息由新浪财经从公开信息中摘录,不构成任何投资建议;新浪财经不保证数据的准确 性,内容仅供参考。 ...
杉域资本:2025《半导体GP图谱》发布
FOFWEEKLY· 2025-05-28 10:37
以下文章来源于超募研究所 ,作者杉域资本 超募研究所 . 结合实操业务及公域&私域数据,为私募股权行业从业者(FOF、LP、GP等)提供专业性、垂直类研 究内容输出。 本期导读: AI、5G、自动驾驶等技术的爆发加速了半导体产业迭代,先进制程、Chiplet等创新方向不断涌 现。 作者丨杉域资本 本期推荐阅读5分钟 在地缘政治博弈和科技封锁背景下,国内半导体产业迎来战略机遇期。"十四五"规划和新质生 产力政策将集成电路自主可控列为核心方向,配合"大基金"千亿级投入,推动行业进入高速发 展阶段。AI、5G、自动驾驶等技术的爆发加速了半导体产业迭代,先进制程、Chiplet等创新 方向不断涌现。资本市场持续加码,VC/PE机构重点布局具备核心技术的本土企业。 本报告 涵盖半导体全产业链各关键领域。 2024年半导体行业融资概况 从融资轮次来看,仍需"耐心 资本"对于优质项目的早期支持 半导体行业融资事件332起。 其中种子-Pre-A轮78起,A轮139起,B-C轮103起,D-Pre-IPO 轮12起。 半导体投资集中于成长期,凸显行业面临技术突破、人才储备和供应链稳定等核心挑战。需构 建"政策+市场"双轮驱动 ...
创新驱动责任并举 广立微2024年营收同比增长14.50%
Quan Jing Wang· 2025-04-21 07:08
Core Viewpoint - Guangli Micro achieved a revenue of 547 million yuan in 2024, representing a year-on-year growth of 14.50%, driven by its diverse product matrix and strong R&D investment [1][2][4]. Group 1: Financial Performance - The company reported a revenue of 547 million yuan in 2024, with a 14.50% increase compared to the previous year [1][2]. - The revenue from software development and licensing grew by 70.33%, while testing services and other businesses saw a remarkable increase of 360.63% [2]. - The overall gross margin reached 61.90%, with software development and licensing achieving a gross margin of 85.96% [2][3]. Group 2: R&D and Innovation - Guangli Micro invested 277 million yuan in R&D in 2024, accounting for 50.57% of its revenue, marking a 33.49% increase year-on-year [1][5]. - The company holds 179 authorized patents, including 105 invention patents, and has a strong R&D team with 82.20% of its employees engaged in research [5][6]. - The company is focused on developing EDA tools such as DFT and DFM, enhancing its competitive edge in the integrated circuit industry [5][8]. Group 3: Product Development and Market Position - Guangli Micro has established a comprehensive product matrix that includes EDA software, semiconductor data analysis systems, and wafer-level electrical testing equipment [3][8]. - The company has successfully transitioned its testing machines from R&D to mass production, achieving a production of over 100 units for the first time in 2024 [3]. - The company aims to enhance its global competitiveness by expanding its overseas market presence, particularly in regions like South Korea and Singapore [4]. Group 4: Shareholder Returns and Social Responsibility - The company plans to distribute a cash dividend of 2.50 yuan per 10 shares, totaling approximately 49.27 million yuan for 2024 [1][7]. - Since its listing in August 2022, Guangli Micro has completed cash dividends totaling nearly 168 million yuan [7]. - The company is committed to social responsibility, supporting rural education initiatives and providing employee welfare programs [7].