最新一期业绩显示，2025年一季报，公司实现营业收入9142.40万元，同比11.75%；净利润150.41万 元，同比104.12%，销售毛利率95.64%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)11概伦电子-199.60-120.625.91115.76亿行业平均 110.96128.118.12113.65亿行业中值79.0280.413.8655.28亿1盛邦安全-1559.141511.682.5424.62亿2拓维信 息-924.06-378.8415.01380.73亿3国新健康-647.27-971.347.41100.78亿4任子行-622.44-110.337.0943.72亿5 观想科技-413.92-403.064.4735.11亿6达实智能-360.04270.392.0969.98亿7*ST汇科-233.36-207.617.2044.00 亿8银之杰-209.22-199.8849.71258.07亿9数字人-206.03-378.606.6015.75亿10延华智能-202.96- 203.6610.2343.37亿 本文源自：金融界 6月10日，概伦电子今日 ...

证券研究报告：计算机 | 公司点评报告 股票投资评级 买入 |维持 个股表现 2024-06 2024-08 2024-11 2025-01 2025-03 2025-06 -15% -1% 13% 27% 41% 55% 69% 83% 97% 111% 125% 概伦电子 计算机 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 27.66 | | | --- | --- | --- | | 总股本/流通股本（亿股）4.35 | / 1.78 | | | 总市值/流通市值（亿元）120 | / 49 | | | 52 周内最高/最低价 | 31.79 / 12.55 | | | 资产负债率(%) | 20.0% | | | 市盈率 | -125.73 | | | 第一大股东 | KLProTech | H.K. | | Limited | | | 筹划通过发行股份及支付现金购买锐成芯微 100%和纳能微 45.64%股份，构建"EDA+IP"双引擎。参照国际 EDA 巨头如新思科技 和铿腾电子的发展路径，EDA 和 IP 的深度协同是领先 EDA 企业发展 的必经之路，也是推动集成电 ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)11概伦电子-178.45-107.845.28103.49亿行业平均 113.31129.188.16113.14亿行业中值80.2380.603.7454.23亿1盛邦安全-1635.541585.762.6725.82亿2拓维信 息-957.25-392.4515.55394.41亿3国新健康-656.09-984.587.51102.15亿4任子行-571.61-101.326.5140.15亿5 观想科技-421.08-410.034.5535.72亿6达实智能-376.41282.682.1873.16亿7*ST汇科-225.18-200.336.9542.46 亿8数字人-215.34-395.706.8916.46亿9延华智能-205.96-206.6710.3844.01亿10银之杰-201.03- 192.0547.76247.96亿 本文源自：金融界 作者：行情君 5月21日，概伦电子今日收盘23.85元，上涨1.27%，最新市净率5.28，总市值103.49亿元。 截至2025年一季报，共有15家机构持仓概伦电子，其中其他8家、基金 ...

Core Viewpoint - The report outlines the continuous supervision and compliance of Shanghai Gaolun Electronics Co., Ltd. by the sponsor institution, emphasizing the company's adherence to regulations and the effectiveness of its internal controls and governance structures [1][2][3]. Continuous Supervision Work - The sponsor institution has established a comprehensive and effective continuous supervision system, including a work plan tailored to specific supervisory tasks [1]. - A continuous supervision agreement has been signed with Gaolun Electronics, detailing the rights and obligations of both parties during the supervision period [1]. - The sponsor institution conducts regular communication, site inspections, and due diligence to monitor the business situation of Gaolun Electronics [2]. Compliance and Governance - The sponsor institution ensures that Gaolun Electronics and its management comply with laws, regulations, and commitments made [2]. - The company has been urged to establish and effectively implement internal control systems, including financial management and auditing processes [2]. - The sponsor institution has reviewed the company's information disclosure documents and confirmed their accuracy and completeness [3][5]. Financial Performance - In 2024, Gaolun Electronics reported a revenue of approximately 419 million yuan, a 27.42% increase from 2023 [16]. - The net profit attributable to shareholders was approximately -96 million yuan, indicating a loss compared to the previous year [16]. - The company's cash flow from operating activities was negative, reflecting a significant decline from the previous year [16]. Research and Development - The company invested approximately 28.87 million yuan in R&D in 2024, with R&D expenses accounting for 68.90% of revenue, a decrease of 3.15 percentage points from the previous year [17]. - Continuous R&D investment is crucial for maintaining competitive advantages in the EDA industry, with a focus on core technologies and product innovation [17]. Market Position and Competition - The EDA market is characterized by a high concentration of major players, with Gaolun Electronics facing significant competition from established firms [6][10]. - The company aims to enhance its market position through strategic acquisitions and investments, although it faces challenges in identifying suitable targets [11][12]. Risks and Challenges - The company faces various risks, including increased R&D costs, potential technology obsolescence, and challenges in achieving market recognition for new products [6][7][8]. - The limited scale of the EDA market and the company's relatively small size may hinder its growth and competitive capabilities [10]. Corporate Governance - The company has no controlling shareholder, and its equity is relatively dispersed among shareholders, with no reported pledges or freezes of shares [20].

2025 年 05 月 05 日 公司研究 评级：买入(维持) 研究所： 证券分析师： 刘熹 S0350523040001 liux10@ghzq.com.cn [Table_Title] 2025Q1 归母净利润同比扭亏为盈，加速整合 2025 年 4 月 30 日，公司公告 2024 年年报及 2025 年一季报，2024 年公司营收 4.19 亿元，同比+27.42%；归母净利润-0.96 亿元，2023 年 同期-0.56 亿元；扣非后归母净利润-0.89 亿元，2023 年同期-0.67 亿元。 2025Q1，公司营收 0.91 亿元，同比+11.75%；归母净利润 0.02 亿 元，2024 年同期-0.36 亿元；扣非后归母净利润-0.14 亿元，2024 年同 期-0.15 亿元。 投资要点: EDA 产业资源 ——概伦电子（688206）2024 年年报和 2025 年 一季报点评 最近一年走势 | 相对沪深 300 | 表现 | | 2025/04/30 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 概伦电子 | -6.9% | ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自半导体行业观察综合，谢谢。 昨夜晚间，上海概伦电子股份有限公司（以下简称"公司"）发表公告称，正在筹划通过发行股份及 支付现金的方式购买成都锐成芯微科技股份有限公司（以下简称"锐成芯微"或"标的公司"）控股 权，同时拟募集配套资金（以下简称"本次交易"或"本次重组"）。经初步测算，本次交易预计构成 《上市公司重大资产重组管理办法》规定的重大资产重组，预计构成关联交易，本次交易不会导致 公司实际控制人发生变更，不构成重组上市。 公告指出，鉴于上述事项存在不确定性，为保证公平信息披露，维护投资者利益，避免造成公司股 价异常波动，根据上海证券交易所相关规定，经公司申请，公司股票（证券简称：概伦电子，证券 代码：688206）将于 2025 年 3 月 28 日（星期五）开市起停牌，预计停牌时间不超过 5 个交易 日。 概伦电子一直倡导和推动行业的联动和共同发展，积极建设EDA生态发展平台。 "经过10多年的发展，证明DTCO理念正是实现我国EDA快速赶超的有效技术发展路径，而联合国内 半导体行业上下游共建EDA生态圈，共同提升我国EDA的支撑能力，是实现我国E ...