Sou Hu Cai Jing·2025-10-15 08:29Core Insights - The A-share market experienced a strong rebound on October 15, with the Sci-Tech Chip 50 ETF (588750) rising nearly 1%, attracting over 2.3 billion yuan in capital over the past 10 days, reaching a new high of over 6.5 billion yuan in total scale since its launch [1][3]. Group 1: Market Performance - The majority of the constituent stocks of the Sci-Tech Chip 50 ETF saw significant gains, with Haiguang Information rising over 5% and Cambrian Technologies increasing over 3% [3]. - Cambrian Technologies is set to release its Q3 report on October 18, following a historical high in stock price after its H1 report on August 28 [3]. - Other constituent stocks such as Chipone, Huahong, and SMIC rose over 1%, while companies like Lanke Technology and Hu Silicon Industry saw declines of over 1% and 2%, respectively [3]. Group 2: Industry Developments - The 2025 Bay Chip Exhibition was held in Shenzhen, where a subsidiary of Xinkailai, Qiyunfang, introduced two domestically developed EDA (Electronic Design Automation) software products, filling a gap in high-end electronic design software technology in China [4]. - The EDA market in China has a domestic market share of less than 20%, primarily dominated by overseas giants like Synopsys, Cadence, and Siemens EDA [5]. - Recent U.S. policies have restricted EDA product exports to China, highlighting EDA's strategic importance in the ongoing U.S.-China tech competition [5]. Group 3: Growth Potential - The Sci-Tech Chip Index is expected to see a net profit growth rate of 71% in H1 2025, with an annual growth rate of 100%, significantly outperforming peers [12]. - The index's strong upward elasticity is evident, with a maximum increase of 186.5% since September, indicating robust risk-adjusted returns and stable performance [12]. - The focus on high-end upstream and midstream segments of the chip industry positions the Sci-Tech Chip Index for strong growth potential amid accelerating domestic substitution [11][12].