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研報掘金丨海通證券:首予廣立微“優於大市”評級,目標價69.01-86.26元
格隆匯 03-07 17:01
海通證券研報指出,廣立微(301095.SZ)SemiMind半導體大模型平臺正式接入DeepSeek-R1大模型。一個“知識庫+智能體”驅動的AI 研發基座,旨在通過智能化重構半導體研發流程,打破數據孤島。認爲公司業務經營穩健,持續投入研發,產品矩陣不斷拓展豐富,AI賦能半導體設計流程,在EDA國產化趨勢推動下有望實現長期發展。公司今年收入增量主要來自於軟件產品收入的快速增長,給予測試機業務24-26 年收入增速分別爲8%、15%和17%;軟件開發業務,基於新產品不斷完善不斷貢獻增量收入,給予其24-26年收入增速分別爲58%、45%和40%。6個月合理價值區間爲69.01-86.26元,首次覆蓋給予“優於大市”評級。
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