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广立微股价下跌3.91% 半导体板块个股表现分化
Jin Rong Jie· 2025-08-27 19:52
广立微是专注于半导体行业的科技企业,主营业务包括集成电路EDA软件、电性测试设备等产品的研 发与销售。公司产品主要应用于芯片设计、制造等环节。 广立微8月27日报收87.44元,较前一交易日下跌3.56元。该股当日开盘价为90.91元,最高触及93.95元, 最低下探至87.08元,成交量为8.92万手,成交金额达8.11亿元。 从资金流向来看,广立微8月27日主力资金净流出3122.63万元,近五个交易日累计净流出1.8亿元。 风险提示:股市有风险,投资需谨慎。(本内容由AI生成,仅供参考,不构成投资建议。) ...
中银晨会聚焦-20250513
Core Insights - The report highlights the significant growth in revenue for the company, with a 14.50% increase in 2024, reaching 547 million yuan, despite a decline in net profit by 37.68% to 80 million yuan [2][5] - The company is expected to benefit from the increasing demand for domestic products in the context of integrated circuit localization [2][5] - The first quarter of 2025 showed a remarkable revenue increase of 51.43%, amounting to 66 million yuan, indicating a positive trend in cash flow performance [6] Revenue Breakdown - The company's software development and licensing revenue surged by 70.33% in 2024, totaling 159 million yuan, accounting for 29.04% of total revenue [7] - Testing equipment and accessories generated 386 million yuan, a 0.63% increase, representing 70.67% of total revenue [7] - Testing services and other revenues saw a dramatic increase of 360.63%, reaching 1.62 million yuan, contributing 0.30% to total revenue [7] Market Trends - The semiconductor demand is expected to rise due to advancements in AI technology, which will likely enhance the market share of domestic EDA companies [8] - The report notes a recovery in China's integrated circuit industry, with domestic products gaining market share in consumer electronics and communications [8] - The emphasis on localization and domestic procurement strategies is anticipated to further boost demand for local EDA products [8] Product Development - In 2024, the company made significant advancements in its EDA functionalities and launched several new products, including the INF-AI platform and the SemiMind semiconductor model platform [9] - The company has also developed a new high-performance semiconductor parameter testing machine, expanding its testing capabilities [9] - The successful implementation of yield improvement projects for various clients has enhanced the company's reputation and potential in the market [9]