EMPYREAN(SZ:301269) Di Yi Cai Jing·2025-10-13 01:57Group 1 - The trend of domestic chip import substitution is becoming evident, creating a more favorable development environment for domestic EDA companies [1][4] - In the A-share market, domestic software concepts are actively rising, with industrial software and Xinchuang sectors leading the gains, including stocks like China Software and Rongji Software hitting the daily limit [3][4] - The industrial design software sector is crucial for modern industry, encompassing key software types such as operating systems and various industrial software like CAD, CAE, CAM, and EDA [3][4] Group 2 - Huada Jiutian (301269.SZ) reported a revenue of 502 million yuan for the first half of 2025, a year-on-year increase of 13.01%, but a net profit of 3.07 million yuan, down 91.90% year-on-year [3][4] - Guanglian Da (002410.SZ) saw a revenue of 2.784 billion yuan for the first half of 2025, a decrease of 5.23%, while net profit increased by 23.65% to 237 million yuan [4] - Huichuan Technology (300124.SZ) achieved a revenue of 20.51 billion yuan, up 26.7% year-on-year, with a net profit of 2.97 billion yuan, a 40% increase [4] Group 3 - The domestic EDA industry is entering a turbulent period since the end of 2024, presenting significant opportunities for related companies [4] - The industrial software market in China reached a scale of 282.4 billion yuan in 2023, with a compound annual growth rate of 13.20% from 2019 to 2023, and is expected to grow to 319.7 billion yuan in 2024 and 339 billion yuan in 2025 [5]