ZWSOFT(SH:688083) Chan Ye Xin Xi Wang·2025-09-30 01:55Core Insights - The space design software industry is experiencing rapid digital transformation across various sectors, with a projected market size of 340 million yuan in 2024, reflecting a year-on-year growth of 13.33% [1][8]. Industry Overview - Space design software refers to tools and digital platforms used for creating and managing residential, commercial, and other spaces, with CAD software playing a crucial role in enhancing design efficiency and visualization [2][4]. Market Barriers - The industry faces significant technical barriers due to the complexity of developing advanced technologies, such as high-speed 3D rendering and AI integration, which require specialized skills and knowledge [4][5]. Market Policies - The Chinese government has implemented various policies to support the development of the software industry, including space design software, creating a favorable environment for growth [5][6]. Industry Chain - The industry chain includes upstream hardware suppliers, midstream software developers, and downstream application markets, with varying demands across sectors like architecture, interior design, and gaming [6][7]. Competitive Landscape - The market is concentrated, with leading players like Qunhe Technology, Autodesk, and Zhongwang Software dominating the space. The CR3 market share is expected to exceed 60% in 2024 [9][10]. Company Profiles - Zhongwang Software specializes in CAD solutions and reported a total revenue of 334 million yuan in the first half of 2025, with a significant portion from standard software [10]. - Qunhe Technology, established in 2011, is a leading provider of cloud-native space design software, utilizing AI and GPU technology to enhance design capabilities [10][11]. Future Trends - The future of the industry will see AI-driven automated design generation and personalized recommendations based on user data, alongside the integration of VR/AR technologies for immersive client experiences [11].