计算机行业周报：国产EDA有望加速发展，产业空间广阔-20250603

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [6] Core Viewpoints - The computer (Shenwan) index rose by 1.77% during the week of May 26 to May 30, 2025, reversing the downward trend of the previous two weeks, ranking fifth in terms of growth [1][11] - The EDA sub-sector performed exceptionally well, with companies like Gallen Electronics, Guangli Micro, and Huada Jiutian seeing growth rates exceeding 10% [21][22] - The U.S. government has effectively cut off certain American companies from selling semiconductor design software to China, which is expected to accelerate the domestic EDA industry's development [22] - The Chinese EDA market reached a size of 12 billion yuan in 2023, projected to grow to 13.59 billion yuan in 2024, with a domestic production rate expected to rise from 17.61% in 2023 to 18.52% in 2024 [22] Summary by Sections Index Performance - The computer (Shenwan) index increased by 1.77%, ranking fifth in growth, while the Shanghai Composite Index fell by 0.03%, the Shenzhen Component Index by 0.91%, and the ChiNext Index by 1.40% [1][11] - The sub-sector indices for computer equipment, software development, and IT services showed increases of 2.14%, 2.04%, and 1.18% respectively [1][13] Major Events - The report highlights significant developments in the industry, including the release of new AI products and acquisitions that may impact market dynamics [16][21] Key Announcements - Newguo announced a stock option incentive plan involving 19 million shares, representing 3.35% of the company's total share capital, with a strike price of 25 yuan per share [2] - Hehe Information plans to issue H shares and list on the Hong Kong Stock Exchange to enhance its global strategy [2] Investment Perspective - The report suggests that the recent U.S. restrictions on EDA software sales to China could lead to a faster domestic EDA development, encouraging investors to focus on leading companies with customer resources in the industry [22]