计算机行业周报：国产EDA有望加速发展，产业空间广阔

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 [4][11] - The EDA sub-sector performed exceptionally well, with companies like Gelun 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 may accelerate the domestic EDA industry's development [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% [11] - The sub-sector indices for computer equipment, software development, and IT services showed increases of 2.14%, 2.04%, and 1.18%, respectively [13] Major Events - The report highlights significant events such as the release of new AI products and acquisitions in the tech sector, indicating ongoing innovation and competition [16][17] 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 and competitiveness [2] Investment Insights - The report suggests that the domestic EDA market, which reached 12 billion yuan in 2023 and is expected to grow to 13.59 billion yuan in 2024, is likely to expand further due to increased domestic production rates [22] - The domestic EDA localization rate was 17.61% in 2023 and is projected to rise to 18.52% in 2024, indicating a shift away from reliance on foreign EDA giants [22]