Core Viewpoint - Hangzhou Guangli Microelectronics Co., Ltd. has announced a collaboration with Zhejiang University to establish a joint research and development center focused on silicon photonics technology and measurement equipment, aiming to enhance the core machine development and yield improvement in the silicon photonics industry [1][2]. Group 1: Collaboration and Strategic Focus - The partnership with Zhejiang University, a top-tier institution in China, will leverage its research strengths to enhance Guangli Micro's technology in integrated circuit yield improvement and electrical testing monitoring, extending its strategic reach into the promising field of silicon photonics [1][2]. - The joint R&D center will concentrate on three core areas: wafer-level silicon photonics testing systems, yield enhancement and mass production monitoring solutions, and a talent introduction and training mechanism through deep integration between academia and industry [1][2]. Group 2: Business Performance and Growth - In the first half of 2025, Guangli Micro reported a significant revenue increase of 43.17%, reaching 246 million yuan, with a net profit of 15.68 million yuan, marking a substantial growth of 518.42% year-on-year [2]. - The company's core business segments, including software development and testing equipment, both experienced robust growth, with revenues exceeding 38% [2]. Group 3: Research and Development Investment - Guangli Micro's R&D investment reached 144 million yuan in the first half of 2025, accounting for 58.57% of its revenue, reflecting a strong commitment to technological innovation [3]. - The company possesses numerous R&D personnel and hundreds of intellectual property rights, establishing a solid barrier for competition in high-end technology fields [3]. Group 4: Industry Positioning and National Strategy - In the context of increasing global semiconductor competition and the urgent need for supply chain autonomy, Guangli Micro has positioned itself as a key player in the domestic substitution wave through its comprehensive solutions in EDA software, testing equipment, and data analysis [3]. - The collaboration with Zhejiang University not only expands the company's technological capabilities but also aligns with the national strategy for achieving autonomy in cutting-edge technology fields [3].

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].

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].

Core Viewpoint - The company is a leading supplier of integrated circuit EDA software and wafer-level electrical testing equipment, focusing on improving chip yield and rapid monitoring technology, and has established itself as a key partner for major integrated circuit manufacturing and design enterprises [4][5]. Company Overview - The company specializes in EDA software, circuit IP, WAT testing equipment, and comprehensive solutions aimed at enhancing chip performance, yield, and stability throughout the product lifecycle [4][5]. - The company has successfully broken the long-standing foreign monopoly in the chip yield enhancement sector with its advanced solutions [4]. Business Model and Product Matrix - The company has developed a product matrix centered on integrated circuit yield enhancement, consisting of EDA software, semiconductor big data analysis and management systems, and wafer-level electrical testing equipment, which collectively drive sustainable performance [5][6]. - The products are independently sold while also cross-promoting each other, contributing to steady revenue growth and an expanding customer base [5]. Key Products and Services - The main product categories include: - EDA software for yield enhancement, DFM software, and DFT software, which are crucial for improving manufacturing feasibility and testing efficiency [7][9][10]. - Semiconductor big data analysis and management systems that leverage AI and machine learning to enhance data management and analysis across the entire lifecycle of integrated circuit products [12][14]. - Wafer-level electrical testing equipment designed for high efficiency and precision in chip manufacturing processes [15]. Recent Developments - In 2023, the company acquired a 43% stake in Shanghai Yirui Chip Electronics Technology Co., marking its expansion from manufacturing EDA to design EDA [11]. - The company launched several advanced solutions, including the DFTEXP process and solutions, which have been well-received in the industry [11]. Financial Performance - The company reported a profit distribution plan approved by the board, proposing a cash dividend of 2.5 yuan per 10 shares, indicating a commitment to returning value to shareholders [3].