Group 1: Company Overview - Guangli Microelectronics is a leading supplier of integrated circuit software and wafer-level electrical testing equipment, focusing on improving chip yield and rapid monitoring technology [2] - The company has developed a comprehensive yield enhancement solution combining EDA design software, WAT testing equipment, and semiconductor data analysis tools [2] Group 2: Financial Performance - In 2024, the company achieved a revenue of CNY 546.87 million, a year-on-year increase of nearly 15%, driven by a strong growth of over 70% in software business [3] - The net profit for 2024 was CNY 84.30 million, maintaining profitability above CNY 100 million after excluding share-based payment impacts [3] - The comprehensive gross margin for 2024 was 61.90%, up 1.77 percentage points year-on-year, with software business gross margin at 85.96% [3] Group 3: R&D Investment - The company has consistently increased R&D investment, maintaining a R&D expense ratio above 30%, with 2024 R&D expenses totaling CNY 276.56 million, a year-on-year increase of 33.49% [3] - As of the end of 2024, the company held 179 authorized patents, a 38% increase, including 105 invention patents, which grew by 67% [3] Group 4: Cash Flow and Dividends - The net cash flow from operating activities in 2024 was CNY 46.90 million, a 122.10% increase year-on-year, with cash inflow from sales exceeding CNY 500 million, up 52.33% [3] - The company proposed a dividend distribution of CNY 2.50 per 10 shares (tax included), with cumulative dividends exceeding CNY 217 million since listing [3] Group 5: AI and Technology Development - The company has made significant progress in AI, launching the INF-AI industrial intelligence integration platform and deploying various AI systems at customer sites [4] - The SemiMind semiconductor large model platform has been introduced, integrating knowledge base and intelligent model technologies [4] Group 6: Market Position and Strategy - The company focuses on independent innovation in the EDA field, actively developing domestic alternatives to EDA software and electrical testing equipment [6] - The company aims to leverage the opportunity presented by the acceleration of domestic substitution in the EDA market due to overseas supply chain disruptions [6] Group 7: Future Plans and M&A Strategy - The company emphasizes long-term investment value and plans to enhance market value through continuous focus on core business and R&D investment [7] - Potential M&A activities will focus on EDA software, semiconductor data software, and testing equipment sectors, aligning with the company's strategic development [8]
广立微(301095) - 2025年6月19日投资者关系活动记录表