智通财经APP讯，概伦电子(688206.SH)发布2025年年度业绩预盈公告，预计2025年年度实现归属于母 公司所有者的净利润与上年同期(法定披露数据)相比，将实现扭亏为盈，实现归属于母公司所有者的净 利润3,600万元左右。 报告期内，公司持续加大产品研发和技术提升力度，积极拓展产品种类，不断提升产品技术水平和市场 竞争力，EDA软件授权、技术开发解决方案等业务均实现较快增长。 ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 （记者 曾健辉） 每经AI快讯，概伦电子1月26日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利润 与上年同期相比，将实现扭亏为盈，实现归属于母公司所有者的净利润3600万元左右。业绩变动主要原 因是，主营业务影响。报告期内，公司持续加大产品研发和技术提升力度，积极拓展产品种类，不断提 升产品技术水平和市场竞争力，EDA软件授权、技术开发解决方案等业务均实现较快增长。成本费用 管控优化的影响。报告期内，公司以提升经营质量为核心，通过精细化管控与结构性优化，实现销售及 管理费用的有效管控。公司严控非必要支出，强化预算与绩效导向，提升费用使用效益，提升本期盈利 能力；同时，确保资源向核心业务与人才建设倾斜，为中长期发展夯实基础。 ...

证券代码：688206 证券简称：概伦电子 公告编号：2026-002 上海概伦电子股份有限公司 2025 年年度业绩预盈公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日（以下简称"报告期"）。 （二）业绩预告情况 （一）营业收入：公司实现营业收入 41,908.02 万元，实现主营业务收入 41,713.19 万元； 1. 经上海概伦电子股份有限公司（以下简称"公司"）财务部门初步测算， 预计 2025 年年度实现营业收入 48,700 万元左右，与上年同期相比，将增加 6,791.98 万元左右，同比增长约 16.21%。 2. 预计 2025 年年度实现主营业务收入 48,000 万元左右，与上年同期相比， 将增加 6,286.81 万元左右，同比增长约 15.07%。 3. 预计 2025 年年度实现归属于母公司所有者的净利润与上年同期（法定披 露数据）相比，将实现扭亏为盈，实现归属于母公司所有者的净利润 ...

【概伦电子：预计2025年净利润3600万元 同比扭亏为盈】《科创板日报》26日讯，概伦电子 (688206.SH)公告称，预计归属于上市公司股东的净利润为3600万元左右，上年同期为-9597.08万元，实 现扭亏为盈。业绩变动原因：公司加大产品研发与技术提升，拓展产品种类，EDA软件授权及技术开 发解决方案业务增长；加强成本费用管控；非经常性损益（如政府补助、金融资产投资收益等）带来积 极影响。 转自：智通财经 ...

格隆汇1月26日丨概伦电子(688206.SH)公布，公司财务部门初步测算，预计2025年年度实现营业收入 48,700万元左右，与上年同期相比，将增加6,791.98万元左右，同比增长约16.21%。预计2025年年度实 现主营业务收入48,000万元左右，与上年同期相比，将增加6,286.81万元左右，同比增长约15.07%。预 计2025年年度实现归属于母公司所有者的净利润与上年同期（法定披露数据）相比，将实现扭亏为盈， 实现归属于母公司所有者的净利润3,600万元左右。预计2025年年度实现归属于母公司所有者扣除非经 常性损益后的净利润-5,900万元左右。 报告期内，公司持续加大产品研发和技术提升力度，积极拓展产品种类，不断提升产品技术水平和市场 竞争力，EDA软件授权、技术开发解决方案等业务均实现较快增长。报告期内，公司以提升经营质量 为核心，通过精细化管控与结构性优化，实现销售及管理费用的有效管控。公司严控非必要支出，强化 预算与绩效导向，提升费用使用效益，提升本期盈利能力；同时，确保资源向核心业务与人才建设倾 斜，为中长期发展夯实基础。 ...

格隆汇1月23日｜有投资者在互动平台向概伦电子提问：近期存储芯片量价齐升，贵司作为存储EDA工 具厂商，对公司业绩是否有正面影响如何？概伦电子回复称，公司在存储芯片相关EDA技术与产品方 面拥有长期的技术积累和市场布局，相关产品已应用于行业内主流客户的研发与生产环节。 ...

资料显示，上海概伦电子股份有限公司位于中国(上海)自由贸易试验区申江路5709号,秋月路26号4幢901 室，成立日期2010年3月18日，上市日期2021年12月28日，公司主营业务涉及向客户提供被全球领先集 成电路设计和制造企业长期广泛验证和使用的EDA产品及解决方案。主营业务收入构成为：EDA工具 授权67.95%，技术开发解决方案21.23%，半导体器件特性测试系统10.63%，其他(补充)0.18%。 截至9月30日，概伦电子股东户数1.57万，较上期减少3.29%；人均流通股27681股，较上期增加3.40%。 2025年1月-9月，概伦电子实现营业收入3.15亿元，同比增长12.71%；归母净利润4199.07万元，同比增 长173.46%。 分红方面，概伦电子A股上市后累计派现5205.87万元。近三年，累计派现4338.26万元。 1月22日，概伦电子跌2.46%，成交额2.88亿元。两融数据显示，当日概伦电子获融资买入额3371.37万 元，融资偿还3765.96万元，融资净买入-394.59万元。截至1月22日，概伦电子融资融券余额合计3.43亿 元。 融资方面，概伦电子当日融资买入33 ...

Investment Rating - The industry rating for the EDA sector is "Positive" [3] Core Insights - The EDA industry is a crucial tool for semiconductor design, with a global market size of approximately $15.7 billion in 2024, representing only 2.5% of the semiconductor industry valued at $631 billion, yet it supports a multi-trillion dollar digital economy [1][14] - The Chinese EDA market is expected to grow from 19.3 billion yuan to 35.4 billion yuan between 2025 and 2027, with a CAGR of 35.4%, significantly outpacing the global growth rate of 7.84% [1][16] - The global EDA market is highly concentrated, dominated by three major players: Synopsys, Cadence, and Siemens EDA, which have built their market positions through decades of systematic mergers and acquisitions [2] - The domestic EDA industry in China is experiencing rapid growth but faces structural bottlenecks, including fragmented competition, a shortage of high-end talent, and barriers to entry due to established international ecosystems [2][3] - Policy direction is shifting from fragmented competition to platform collaboration, with government support aimed at promoting integration and upgrading the industry [2] Summary by Sections EDA Industry Characteristics - EDA is a foundational tool for the trillion-dollar semiconductor industry, with its market size rapidly expanding in China [8][9] - The industry has high capital requirements and a significant demand for skilled talent, with a long training cycle [21] - High barriers to entry and strong binding among full-process platform companies enhance competitive advantages [22][25] Global EDA Development History - The rise of EDA in the U.S. is attributed to high investment and strategic government support, with a focus on mergers and acquisitions [27][28] - The U.S. government has historically invested in EDA as a strategic pillar for enhancing semiconductor and defense competitiveness [28][29] Current State of China's EDA Industry - The Chinese EDA market is growing rapidly but is hindered by fragmentation, capital concentration, talent shortages, and ecological barriers [3][16] - The domestic EDA industry is at a critical juncture for breakthrough and integration, with increasing policy support [3] Investment Recommendations - The EDA sector is seen as being at a pivotal moment for domestic replacement, with increasing policy support and active consolidation among leading platform companies [3] - Recommended companies for long-term investment include Huada Jiutian, Gai Lun Electronics, and Guangli Micro [3]

Group 1 - Shanghai Gaialen Electronics Co., Ltd. announced the introduction of a strategic investor, Shanghai Science and Technology Venture Investment (Group) Co., Ltd., which will acquire 5.00% of its shares [1] - The share transfer agreement involves the transfer of approximately 21.7589 million unrestricted circulating shares at a price of 31.80 yuan per share, totaling approximately 692 million yuan [1] - Following the transaction, Shanghai Science and Technology Venture Investment will become a significant shareholder and has committed not to reduce its holdings for 18 months [1] Group 2 - The investment is part of a strategic cooperation agreement aimed at enhancing business collaboration and building an industrial investment ecosystem [2] - Shanghai Science and Technology Venture Investment, established in 2014 with a registered capital of 5.5 billion yuan, is a wholly-owned subsidiary of Shanghai State-owned Capital Investment Co., Ltd., managing assets worth 88.6 billion yuan [2][3] - Gaialen Electronics is the first listed EDA company in China, providing comprehensive EDA solutions and is currently undergoing a major asset restructuring worth 2.174 billion yuan [4] Group 3 - The company aims to transition from an "EDA tool provider" to a one-stop chip design solution platform, potentially becoming the first listed company in China to achieve deep collaboration between EDA and semiconductor IP [4] - In the first three quarters of 2025, Gaialen Electronics reported revenue of 315 million yuan, a year-on-year increase of 12.71%, and a net profit of 41.99 million yuan, a significant year-on-year increase of 173.46% [4]

Group 1 - The core point of the article is that Gaon Electronics has received a strategic investment from Shanghai Kechuang Group, acquiring 5% of the company's shares for 6.92 billion yuan, which is a significant step in strengthening its collaboration with state-owned enterprises in Shanghai [2][3][4] - The share transfer involves 21.7589 million shares from eight shareholders, with a lock-up period of 18 months, and after the transaction, the total shares held by the transferring parties will decrease to 32.9% of the total share capital [3][4] - Gaon Electronics is currently advancing a merger and acquisition plan to acquire 100% of Ruicheng Chip Micro and 45.64% of Nanneng Micro for a total consideration of 2.174 billion yuan, aiming to transform into a one-stop chip design solution platform [2][6][7] Group 2 - The EDA industry is a strategic foundation for the integrated circuit industry, and Gaon Electronics, as the first EDA listed company in China, is focusing on providing comprehensive EDA solutions [6][7] - In the first three quarters of 2025, Gaon Electronics reported a revenue of 315 million yuan, a year-on-year increase of 12.71%, and a net profit attributable to shareholders of 41.99 million yuan, up 173.46% [6][8] - The company has invested a total of 841 million yuan in R&D expenses over the past four years, indicating a strong commitment to innovation and development in the EDA sector [7]