Group 1 - The semiconductor equipment ETF (159516) has seen a net inflow of over 3.3 billion yuan in the past 20 days, indicating strong interest in the industry's barriers and growth potential [1] - The EDA (Electronic Design Automation) industry is characterized as a high-quality business with significant barriers to entry and anti-cyclical properties, primarily due to high R&D investment and collaboration within the supply chain [1] - The global EDA market has grown from less than 10 billion USD in 2018 to over 15 billion USD currently, maintaining a high single-digit annual compound growth rate [1] Group 2 - The domestic EDA market is expected to grow rapidly, with projections indicating a scale of nearly 20 billion yuan by 2025 and an annual compound growth rate exceeding double digits [1] - The demand growth in the EDA industry is driven by three core factors: increasing chip complexity, advancements in process technology, and the expansion of the custom ASIC market [1] - The EDA industry is highly concentrated, with three major international players covering the entire field, while domestic companies are gradually moving towards capability integration and platform development [1]
半导体设备ETF（159516）近20日净流入超33亿元，行业壁垒与增长潜力受关注
Mei Ri Jing Ji Xin Wen·2026-01-09 02:50