广立微(301095) - 2025年10月15日投资者关系活动记录表

Group 1: 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] - The company has formed a comprehensive solution for yield enhancement, integrating design software, WAT testing equipment, and semiconductor data analysis tools [2] Group 2: Financial Performance - In the first half of 2025, the company achieved revenue of CNY 245.94 million, a year-on-year increase of 43.17% [2] - Software development and licensing revenue reached CNY 91.01 million, up 50.24% year-on-year; testing equipment and accessories revenue was CNY 15.35 million, increasing by 38.13% [2] - The net profit attributable to shareholders was CNY 15.68 million, a significant increase of 518.42% year-on-year [2] Group 3: Product Development - The company is upgrading its DFT product architecture and has developed a self-researched yield perception diagnostic analysis platform, YAD, which utilizes DFT diagnostic technology and AI for real-time data analysis [3] - Following the acquisition of LUCEDA NV, Guangli Micro aims to integrate both companies' technological advantages in the silicon photonics field, focusing on a comprehensive solution covering design, manufacturing, testing, and yield enhancement [3] Group 4: Future Strategy - The company plans to enhance its silicon photonics design automation toolchain and develop a collaborative design platform for optoelectronic devices [3] - It aims to improve yield enhancement solutions for silicon photonics manufacturing, leveraging its expertise in semiconductor manufacturing tools [3] - Guangli Micro will also expand its market presence in Europe and the United States while promoting product integration with domestic leading manufacturers [4]