直线涨停，超级赛道大爆发

Core Insights - The A-share domestic software sector is experiencing significant growth, with stocks like Jiuxi Software, Rongji Software, and Geer Software hitting the daily limit up [1][2] - The release of two domestically developed EDA design software by Qiyunfang, a subsidiary of Xinkailai, marks a milestone in the domestic software industry, showcasing a 30% improvement in product performance and a 40% reduction in hardware development cycles [2][4] Industry Trends - The domestic software industry is in a golden period driven by policy support, technological breakthroughs, and market penetration, with substantial potential for domestic replacement across various fields [4][5] - The rise of the Xinchuang industry presents unprecedented opportunities for domestic operating systems, databases, and other foundational software [4][5] Government Support - The 2025 Central Economic Work Conference has outlined plans to issue long-term special bonds, with a focus on supporting Xinchuang and artificial intelligence sectors, including a proposed 300 billion yuan expansion plan [4][5] - New government procurement requirements mandate that terminal devices' CPUs and operating systems must meet security assessments, accelerating the implementation of domestic solutions in government and industry [4][5] Market Potential - The urgency for software localization is emphasized, particularly in key sectors such as finance, telecommunications, and education, where core systems are undergoing replacement [5] - The Ministry of Industry and Information Technology, along with other departments, has launched initiatives to promote service-oriented manufacturing, highlighting the importance of technology services, industrial design, and software [5] Future Outlook - As the U.S.-China technology competition intensifies, achieving complete autonomy in critical areas is deemed essential for China's technological development [5] - The domestic software systems are gradually demonstrating innovation capabilities, with a focus on transitioning from "usable" to "highly usable" [5] - The Xinchuang industry is expected to continue accelerating, with core hardware and software localization becoming an inevitable trend [5]