杭州广立微电子股份有限公司 投资者关系活动记录表 编号：2025-006 投资者关系活 动类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 路演活动 □现场参观 线上交流 □其他（请文字说明其他活动内容） 活动参与人员 博时基金、易方达基金、广发基金、安信基金、长盛基金、平安 基金、诺安基金、国泰基金、招商基金、长城基金、财通基金、 真科基金、淳厚基金、东方基金、中加基金、西部利得基金、摩 根士丹利基金、创金合信基金、金信基金、民生加银基金、华泰 保兴基金、恒生前海基金、九泰基金、路博迈基金管理（中国） 有限公司、金鹰基金、格林基金、交银施罗德基金、农银汇理基 金、华夏理财有限责任公司、太平资本保险资产管理有限公司、 中国人寿养老保险股份有限公司、中移资本控股有限责任公司、 中邮人寿保险股份有限公司、信泰人寿保险股份有限公司、农银 人寿保险股份有限公司、建信养老金管理有限责任公司、平安证 券、中信证券、中金公司、中信建投、国信证券、招商证券、瑞 穗证券、民生证券、华源证券、瑞银证券、华西证券、万和证券、 金元证券、山西证券、平安银行、杭州银行、上海银行、昆仑银 行股份有限公司、健顺投资 ...

12月31日，A股三大股指微幅高开，其中沪指涨0.09%，报3968.73点，深成指涨0.17%，报13627.26点， 创业板指涨0.15%，报3247.74点，科创50指数涨0.54%，报1367.17点。家电、房地产、消费电子等板块 指数涨幅居前；教育板块竞价活跃，凯文教育高开涨超5%，豆神教育高开近5%，中公教育、科德教 育、创业黑马等均高开。 盘面上，市场焦点股嘉美包装（10板）竞价涨停，商业航天概念股大业股份（5板）高开9.94%、泰尔 股份（4板）高开6.31%，机器人概念股锋龙股份（5板）竞价涨停、天奇股份（4板）高开5.29%、步科 股份（科创板2板）高开2.70%，钠电池概念股恒大高新（3板）高开1.88%，AI智能体概念股正和生态 （5天3板）低开2.02%，液冷服务器概念股宏英智能（2板）高开3.74%、统一股份（2板）低开3.40%， 数字货币概念股御银股份（2板）低开1.75%。 公司新闻 天普股份：鉴于近期公司股票价格短期波动较大，且公司股价累计涨幅较大，自8月22日至12月30日累 计上涨718.39%，期间已累积巨大交易风险，现已严重偏离上市公司基本面，为进一步维护投资者利 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 日前，中国证监会官网IPO辅导公示系统显示，上海合见工业软件集团股份有限公司（简称"合见 工软"）正式向上海证监局提交了IPO辅导备案，保荐机构为国泰海通证券股份有限公司。这一消 息标志着这家成立仅五年的国产EDA领域领军企业，正式踏上了资本市场的新征程。 据公司官网介绍，上海合见工业软件集团有限公司（简称"合见工软"）作为自主创新的高性能工业 软件及解决方案提供商，以EDA（电子设计自动化，Electronic Design Automation）领域为首先 突破方向，致力于帮助半导体芯片企业解决在创新与发展过程中所面临的严峻挑战和关键问题，并 成为他们值得信赖的合作伙伴。 EDA是集成电路设计工业软件，应用于芯片的设计、制造、封测、封装等多个环节，承担着电路 设计、电路验证和性能分析等多项芯片开发过程中的核心工作。在地缘政治格局剧烈变化的时代， EDA与IP是中国科技自主化进程中的关键一战，是国家战略层级的核心问题之一。中国EDA需要 尽快赶超国际领先水平，从而打造新一代的世界级工业软件。 在这样的产业发展背景下，合见工软应运而生，以自主自研的创新EDA产品推动产 ...

Core Viewpoint - The article emphasizes the significant advancements made by Guowei Chip Technology in the EDA (Electronic Design Automation) sector, highlighting its transition from single-point tools to comprehensive solutions that cater to various stages of the semiconductor design and manufacturing process [3][5][7]. Group 1: Company Overview - Guowei Chip Technology is recognized as an innovative player in the domestic semiconductor industry, focusing on building a comprehensive platform that integrates EDA and chip design services [3][5]. - The company has developed a range of products, including formal verification, physical verification, reliability platforms, and PDK automation development verification platforms [5][7]. Group 2: Product Development - Guowei Chip has expanded its offerings from single-point tools to a systematic solution that covers design, manufacturing, mask, and equipment processes [7]. - The company has introduced various static analysis tools, including CDC, RDC, and Lint, alongside functional verification tools like FPV, CC, and UNR to enhance the chip design process [7][9]. Group 3: Market Positioning - Guowei Chip differentiates itself by understanding and addressing the specific pain points of domestic customers, which has allowed it to establish a foothold in the competitive EDA market [9][10]. - The company has invested in the development of the MDC (Mask Data Calculation) software to improve the domestic mask manufacturing capabilities, reflecting its commitment to localization [9][10]. Group 4: Collaboration and Ecosystem - The company emphasizes deep collaboration with equipment manufacturers, mask factories, and wafer fabs to accurately understand customer needs and enhance product offerings [9][10]. - Guowei Chip aims to contribute to the semiconductor ecosystem by integrating various tools into systematic solutions, thereby enhancing the overall efficiency and effectiveness of the domestic semiconductor industry [12].

国内EDA龙头企业华大九天（301269.SZ）于近日发布关联交易公告，宣布将联合广东横琴粤澳深度合 作区中济湾企业管理有限公司（下称"横琴中济湾"）与天津滨海新区创业风险投资引导基金有限公司 （下称"引导基金"），共同发起设立天津中湾芯盛管理咨询合伙企业（有限合伙）（暂定名，下称"中 湾芯盛"）。此次合作以1.1001亿元总认缴资本为基石，其中华大九天出资1亿元占股90.9008%，彰显其 在数字芯片验证领域战略布局的决心。 EDA作为集成电路产业链的"芯片之母"，贯穿芯片设计、制造、封装全流程，而硬件辅助验证工具则是 数字芯片前端设计中的关键环节，直接决定芯片研发效率与可靠性。 随着AI芯片、GPU等高端芯片复杂度呈指数级增长，验证环节在芯片研发周期中的占比已超过60%，成 为制约芯片研发进程的核心瓶颈。华大九天此次专项投资，正是瞄准这一国产EDA的"关键缺口"。 声明： 本文仅为信息交流之用，不构成任何投资建议议，股市有风险，投资需谨慎。 加入"中国IC独角兽联盟"，请点击进入 是说芯语转载，欢迎关注分享 公告明确指出，中湾芯盛的核心使命是 聚焦数字芯片设计中硬件辅助验证领域的国内头部公司，通过 资本整 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 但如上所述，AI 的到来，让更强算力的芯片成为迫切需求。在这种环境，Chiplet模式就成为自 然选择。 "通过将不同功能模块以'芯粒'形式拆分，并借助先进封装完成系统级集成，一方面可以显著提升 良率与灵活性，另一方面也为多工艺异构集成开辟现实路径。"代文亮介绍说。在他看来，这种 拆分的模式能够给芯片性能的提升带来巨大利好，先进封装的发展比我们想象的快很多，随着先 进封装持续演进，其对系统性能的影响已经不亚于制程节点。 在日前的ICCAD 2025峰会演讲中，芯和半导体科技（上海）股份有限公司（以下简称"芯和"） 创始人兼总裁代文亮博士直言："AI正在引领的是第四代工业革命，AI在云、管、端各个领域都 有渗透，且应用场景越来越多。但对于AI而言，底层的AI算力才是决定其走势的关键。" 众所周知，随着模型越来越大，AI对芯片算力的要求大幅攀升，叠加当前摩尔定律放缓带来的影 响，传统的单芯片SoC的设计模式已经不再满足终端的需求。于是，为了实现芯片设计的设计范 式跃迁，芯片的整条供应链也正在发生新的转变。 芯和正从EDA方面给行业提供新的参考。 芯片设计变了 "半导体产业 ...

公开信息显示，珠海晶瓷的经营范围包括半导体分立器件制造、半导体器件专用设备制造、特种陶瓷制 品制造等。 今年10月，全芯智造技术有限公司获得了A+轮融资，建投投资、创钰投资、中金资本、蒙娜丽莎等十 几家投资企业参投。公开资料显示，全芯智造成立于2019年9月，是一家专注于智能制造一体化解决方 案的专业软件开发与服务的高新科技企业。作为国内制造EDA领先企业，全芯智造已申请专利超200 项，硕士及以上员工占比超70%，拥有国产计算光刻平台、设计制造协同优化平台、智能制造平台和全 流程工艺器件仿真设计平台。 今年10月，国家知识产权局信息显示，珠海晶瓷申请一项名为"一种陶瓷基板钻孔加工方法"的专利，专 利摘要显示，本发明的陶瓷基板钻孔加工方法通过"激光锥孔导向-复合材料填塞-机械精密钻削"阶梯式 打孔，不仅解决了薄基板小孔加工易崩裂的问题，并且提高了良品率，还可降低机械钻孔的硬质钻嘴断 裂风险，减少加工耗时，降低生产成本；本发明的钻孔加工方法兼容各种陶瓷基板，可解决电子封装多 材料集成痛点。 企查查信息显示，11月12日，珠海晶瓷电子科技有限公司(以下简称"珠海晶瓷")发生投资人变更，其 中，珠海横琴晶途投资合伙 ...

Core Viewpoint - The article highlights the successful hosting of the Huada Jiutian Ecological Partners and Users Conference, focusing on the theme of "Technology, Culture, Coexistence, and Common Prosperity" to promote high-quality development in China's integrated circuit industry [4][26]. Group 1: Conference Overview - The conference attracted over 700 integrated circuit design engineers, experts, scholars, and university researchers, with more than 3,000 cumulative online viewers for the live forum [7][26]. - A results exhibition area featured 13 industry partners showcasing their latest research and development achievements, facilitating extensive interaction with attendees [8]. Group 2: Product Innovations - Huada Jiutian introduced an integrated platform guided by "platformization, processization, and intelligence," showcasing new product developments across six major fields [10]. - The digital design segment improved digital product lines, enhancing functionalities from simulation to analysis optimization [12]. - The next-generation circuit tool ALPS VX saw a performance increase of 3 times, with process intelligence upgrades improving layout design efficiency by 3-5 times [13]. - A new intelligent design solution for flat panel display design reduced layout design cycles to one week, utilizing an AI error recognition engine with over 95% filtering rate [14]. - The 3DIC physical verification product enables unified verification across chip systems, reducing design cycles from months to weeks [15]. - The design-manufacturing collaboration (DTCO) was elaborated, extending traditional design capabilities to cover the entire EDA tool process [16]. - An intelligent customer service model named "Tianwen" was launched, providing 24/7 support for circuit simulation and timing optimization [17]. Group 3: Education and Talent Development - To address the shortage of high-end talent in the integrated circuit industry, Huada Jiutian collaborated with Zhejiang Chuangxin and top universities to launch the "Jiutian Yixin" industry-education integration curriculum [18]. - This curriculum is based on PDK standard cell libraries and production lines, enabling students to complete full-process training from RTL to GDS and obtain testable chips [18]. Group 4: Community Engagement and Achievements - The first PyAether ecological collection event yielded significant results, with over 1,800 posts and more than 350,000 views, alongside training for over 1,600 individuals [24]. - The "Xinjuzhijian" brand activity was initiated to conduct seminars and training across multiple locations, engaging thousands of participants [24]. - The HUG paper collection activity received enthusiastic responses, culminating in the selection of nine outstanding papers for awards [24].

Group 1 - The core viewpoint is that Huada Jiutian holds a significant position in the EDA market in China, with a market share of approximately 6% of the overall EDA market and over 50% of the domestic EDA market [2] - The company's revenue is projected to grow at a compound annual growth rate (CAGR) of 31% from 2020 to 2024, which is higher than the average growth rates of both the domestic and global EDA industries [2]

Performance Summary - In Q3 2025, the company achieved revenue of 182 million, a year-on-year increase of 57.3% [1] - Gross profit reached 120 million, up 74.3% year-on-year, with a gross margin of 65.2%, an increase of 6.4 percentage points compared to the same period last year [1] - Net profit after deducting non-recurring gains and losses was 12 million, a staggering increase of 6,260.6% year-on-year [1] - Cash received from sales and services was 89 million, down 43.1% year-on-year, while net cash flow from operating activities turned negative at -119 million due to increased material procurement [1] Operational Analysis - The significant revenue growth in Q3 is attributed to an increase in capacity growth from leading downstream wafer manufacturers compared to 2024 [2] - The rise in gross margin is expected to be driven by faster growth in high-margin software business compared to testing machines and accessories [2] - The company launched its first wafer-level aging testing system designed specifically for silicon carbide and gallium nitride power devices, expanding its testing equipment offerings [2] - In August 2025, the company acquired 100% of LUCEDA, a leading global silicon photonics chip design automation firm, aiming to transition from traditional EDA to PDA [2] - Future plans include developing a comprehensive solution covering all aspects of silicon photonics chip design, manufacturing, testing, and yield enhancement [2] Profit Forecast, Valuation, and Rating - Based on the operational data for the first three quarters of 2025, the company forecasts revenues of 750 million, 940 million, and 1.12 billion for 2025 to 2027, representing year-on-year growth of 37.7%, 24.3%, and 19.5% respectively [3] - The expected net profit attributable to shareholders is projected to be 130 million, 170 million, and 200 million for the same period, with year-on-year growth rates of 62.6%, 29.3%, and 16.1% respectively [3] - The company maintains a "buy" rating with corresponding price-to-sales ratios of 20.9, 16.8, and 14.1 for the years 2025 to 2027 [3]