银河证券：国产EDA正处于“政策驱动+技术突破+需求高增”三重共振期

Core Viewpoint - The domestic EDA (Electronic Design Automation) industry in China is currently experiencing a "policy-driven + technological breakthrough + high demand growth" phase, indicating significant investment opportunities [1] Group 1: Short-term Outlook - In the short term, the focus is on domestic substitution and mergers & acquisitions within the EDA sector [1] Group 2: Mid-term Outlook - In the mid-term, the emphasis will be on achieving full-process coverage and the integration of AI capabilities into EDA solutions [1] Group 3: Long-term Outlook - In the long term, there is an expectation for an increase in global market share for domestic EDA companies, highlighting their long-term investment value [1]