Group 1 - The software ETF has shown significant liquidity with an intraday turnover of 1.83% and a transaction volume of 52.98 million yuan, ranking first among comparable funds in terms of average daily trading volume over the past week at 177 million yuan [3] - The software ETF has experienced a notable scale increase of 67.23 million yuan over the past week, also ranking first among comparable funds in terms of new scale [3] - In terms of capital inflow, the software ETF has attracted a total of 18.06 million yuan over the last four trading days [3] Group 2 - According to Straits Research, the global EDA software market is projected to reach approximately 17.42 billion USD by 2025, while the Chinese EDA market is expected to be around 18.49 billion yuan [3] - The global EDA market is predominantly dominated by three major US companies, which hold over 80% of the domestic EDA market share in China, highlighting the importance of self-sufficiency and the need for domestic EDA companies to enhance their product offerings through mergers and acquisitions [3] - Huaxin Securities notes that the global EDA market is characterized by a tripartite structure, with Synopsys, Cadence, and Siemens EDA holding a dominant position, capturing 70% of the market share in mainland China [3] Group 3 - As of May 30, 2025, the top ten weighted stocks in the CSI Software Service Index include companies such as iFlytek, Kingsoft Office, and Tonghuashun, collectively accounting for 59.85% of the index [4] - Investors can also consider the software ETF linked fund (012620) to capitalize on AI software investment opportunities [4]
自主可控重要性愈发凸显,软件ETF(159852)近1周规模增长显著
Sou Hu Cai Jing·2025-06-04 03:29