Core Insights - Huada Jiutian maintains the leading market share in the EDA software sector, which is essential for various stages of integrated circuit design and manufacturing [1] - EDA tools are critical components of the integrated circuit industry chain, serving as a strategic foundation [1] - The company's EDA software products and services cover multiple areas, including analog circuit design, memory circuit design, RF circuit design, digital circuit design, flat panel display circuit design, wafer manufacturing, advanced packaging design, and 3DIC design [1] - The analog circuit design EDA tool system is globally leading [1] - As a technology-driven enterprise, the company consistently invests a high proportion of its revenue in R&D [1] - Future plans include increased investment and acquisition efforts [1] - The company is positioned as a leading player in the EDA software market, with significant advantages in market share, technological accumulation, downstream applications, and industry layout [1] - The outlook for the company is positive, with expectations of continued benefits from the rising prosperity of the integrated circuit industry chain, leading to a "buy" rating [1]
研报掘金丨东北证券:首予华大九天“买入”评级,深耕EDA软件,市占率稳居首位