Company Overview - Guangli Micro is a leading supplier of integrated circuit EDA software and wafer-level electrical testing equipment, focusing on improving chip yield and rapid monitoring technology [2][3]. Financial Performance - In the first half of 2024, the company achieved revenue of CNY 171.78 million, a year-on-year increase of 34.86%, primarily driven by a rapid growth in software development and licensing, which saw an 86.81% increase [3][4]. - The net profit attributable to shareholders, excluding the impact of share-based payments, was CNY 20.57 million, showing quarterly improvement [3][4]. - R&D investment reached CNY 132.04 million, a 41.77% increase year-on-year, accounting for 76.87% of total revenue [4][5]. R&D Achievements - As of June 2024, the company held 160 authorized patents, a 37.93% increase, with 88 invention patents, up 62.96% [5]. - New EDA software products include DFT tools and DFM core modules, which have been successfully implemented at multiple client sites [4][5]. - The company launched the INF-AI software product, leveraging AI and machine learning for semiconductor data analysis, receiving positive market feedback [5]. Market Expansion - The company has been actively expanding its overseas market presence, although the proportion of overseas revenue has decreased due to domestic industry growth and policy impacts [6]. - Efforts include strengthening partnerships with existing overseas distributors, establishing a subsidiary in Singapore, and innovating products to meet overseas market needs [6]. Future Outlook - The company plans to continue increasing R&D investment and exploring mergers and acquisitions to enhance its competitive edge in the EDA industry [5][6].
广立微(301095) - 2024年9月18日投资者关系活动记录表