Group 1: Company Overview - Guangli Micro is a leading integrated circuit supplier focusing on EDA software and wafer-level electrical testing equipment, collaborating with major IC manufacturing and design companies [2] - The company has developed a comprehensive solution for yield improvement throughout the entire product cycle of integrated circuits, enhancing chip performance, yield, and stability [3] Group 2: Financial Performance - In 2023, the company achieved a revenue of CNY 477.62 million, representing a year-on-year growth of 34.31% and a compound annual growth rate (CAGR) of 55.27% over the past three years [3] - The net profit attributable to shareholders was CNY 128.80 million, with a year-on-year increase of 5.30% and a three-year CAGR of 42.15% [3] - The company's R&D expenses exceeded CNY 200 million in 2023, accounting for 43.38% of revenue, with a year-on-year growth of 67.70% [4] Group 3: Market Strategy and Development - The company has maintained a high R&D investment ratio to ensure technological advancement and strengthen its competitive edge, with R&D personnel increasing from 248 to 416 in 2023 [4] - Guangli Micro is expanding its international presence by establishing a subsidiary in Singapore and investing in overseas partners to enhance its global business development [4] Group 4: Product Development and Innovation - Key R&D achievements in 2023 include the development of efficient process monitoring (PCM) solutions and a series of DFM software to reduce chip development difficulty and manufacturing costs [5] - The company launched a new generation of high-performance semiconductor parameter testing equipment (model T4000) and expanded its research into semiconductor wafer-level reliability testing equipment [5] Group 5: Future Outlook - In 2024, the company plans to continue increasing R&D investment, focusing on developing a more integrated solution combining EDA software and electrical testing equipment [5] - The company is considering mergers and acquisitions to accelerate growth and enhance competitiveness in the EDA industry, which is characterized by a long product chain and high technical barriers [6]
广立微(301095) - 2024年06月04日投资者关系活动记录表