杭州广立微电子股份有限公司 投资者关系活动记录表 证券代码：301095 证券简称：广立微 率、更低成本的智能化未来迈进。 3、请问对于海外断供 EDA，国产替代加速的背景，公司的发展 布局和未来前景如何？ 编号：2025-003 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □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） 南方基金、易方达基金、诺安基金、富国基金、国泰基金、天弘 | | | 基金、华安基金、宝盈基金、国联安基金、鹏华基金、融通基金、 建信基金、建信养老、海富通基金、长盛基金、九泰基金、东方 | | | 基金、华商基金、国寿安保基金、国投瑞银基金、中银基金、华 | | | 泰柏瑞、交银施罗德基金、长江养老、长城财富、工银理财、中 | | | 邮证券、东北证券、广发证券、中信建投、山西证券、国泰海通 | | | 证券、上海银行、中国人民健康保险股份有限公司、太平洋资产 | | | 管理有限责任公司、光大证券资管、长江资管、統一投信、光大 | | | ...

EDA相关股票在29日表现强劲，多只股票大幅上涨。 29日，EDA相关股票表现强势。 今日涨幅最大的概伦电子曾在4月公告称拟通过"发行股份+现金支付"收购锐成芯微100% 股权及纳能微 45.64% 股权。锐成芯微是高端半导体IP授权企业，覆盖5nm-180nm 工艺，服务汽车电子、AI 等领域， 纳能微为其控股子公司，专注高速接口IP、模拟IP。 广立微提供 EDA 软件、电路IP、WAT 测试设备以及与芯片成品率提升技术相结合的全流程解决方案， 专注于芯片成品率提升和电性测试快速监控技术。客户群体涵盖三星电子、SK海力士等国际知名企 业，同时也包括国内集成电路制造和设计领域的头部企业。 华大九天自成立以来一直聚焦于EDA软件工具的研发工作，是"EDA国家工程研究中心""国家企业技术 中心"等的依托单位，依托领先的科研实力承担了多项国家重大项目。2025 年3月，华大九天拟通过"发 行股份+现金支付"方式收购芯和半导体100%股份，芯和半导体提供从芯片、封装、模组、PCB板级、 互连到整机系统的全栈集成系统EDA解决方案，支持Chiplet先进封装。交易完成后，华大九天将补齐关 键工具，强化全流程 EDA ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [2] Core Views - The company reported a revenue of 547 million yuan in 2024, representing a year-on-year increase of 14.50%. However, the net profit attributable to shareholders decreased by 37.68% to 80.27 million yuan [5][6] - In Q1 2025, the company achieved a revenue of 66.48 million yuan, a significant year-on-year growth of 51.43%, but reported a net loss attributable to shareholders of 13.71 million yuan [5][6] - The company is focusing on enhancing its EDA product matrix, particularly in DFT and DFM tools, which are crucial for improving chip yield and manufacturing efficiency [7][8] Company Overview - The latest closing price of the company's stock is 48.50 yuan, with a total market capitalization of 9.7 billion yuan [4] - The company has a total share capital of 200 million shares, with 108 million shares in circulation [4] - The company has a low debt-to-asset ratio of 7.6% and a high price-to-earnings ratio of 121.25 [4] Financial Performance - The company’s revenue is projected to grow to 705 million yuan in 2025, 903 million yuan in 2026, and 1.201 billion yuan in 2027, with corresponding net profits of 112.75 million yuan, 180.74 million yuan, and 268.95 million yuan respectively [10][12] - The company’s gross margin improved from 60.30% in 2023 to 61.90% in 2024, indicating better cost management and product mix [6] - The R&D expenses increased by 33.49% in 2024, reflecting the company's commitment to innovation and product development [6] Investment Recommendations - The current stock price corresponds to a price-to-earnings ratio of 86 times for 2025, 54 times for 2026, and 36 times for 2027, supporting the "Buy" rating [10][12]

Investment Rating - The report maintains a "Buy" rating for the company [2][10] Core Views - The company reported a revenue of 547 million yuan in 2024, representing a year-on-year increase of 14.50%. However, the net profit attributable to shareholders decreased by 37.68% to 80.27 million yuan [5][6] - In Q1 2025, the company achieved a revenue of 66.48 million yuan, a significant year-on-year growth of 51.43%, but reported a net loss of 13.71 million yuan [5][6] - The company is focusing on enhancing its EDA product matrix, particularly in DFT and DFM tools, which are crucial for improving chip yield and manufacturing efficiency [7][8] Summary by Sections Company Overview - The latest closing price is 48.50 yuan, with a total market capitalization of 9.7 billion yuan and a total share capital of 200 million shares [4] Financial Performance - In 2024, the company’s revenue was 547 million yuan, with software development and licensing contributing 159 million yuan, a 70.33% increase year-on-year. The gross margin improved from 60.30% in 2023 to 61.90% in 2024 [6] - The company’s R&D expenses increased by 33.49% due to a rise in the number of R&D personnel from 416 to 522 [6] Investment Highlights - The company is a leading supplier of EDA software and wafer-level electrical testing equipment, focusing on improving chip yield and providing comprehensive solutions throughout the product lifecycle [7] - The acquisition of a 43% stake in Shanghai Yirui Chip Electronics Technology Co., Ltd. marks the company's expansion from manufacturing EDA to design EDA [9] Earnings Forecast - The company is projected to achieve revenues of 705 million yuan, 903 million yuan, and 1.201 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding net profits of 112.75 million yuan, 180.74 million yuan, and 268.95 million yuan [10][12]

证券代码： 301095 证券简称：广立微 杭州广立微电子股份有限公司 尊敬的投资者您好，大基金专注于对集成电路产业链的投 资，对行业发展起到积极的推动作用，有利于行业技术的快速迭 代。随着国内集成电路产业的快速发展，公司也将获得更多的业 务机会和行业红利。感谢您的关注！ 投资者关系活动记录表 编号：2025-002 | 投资者关系活动 □ | 特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 4 月 22 日 (周二) 下午 15:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采用 | | | 网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、广立微 董事长、总经理 郑勇军 | | 员姓名 | 财务负责人、董事会秘书 陆春龙 2、广立微 | | | 3、广立微 独 ...