刚刚！外交部最新表态

Core Viewpoint - The article discusses the recent performance of the A-share market, highlighting the rebound of major indices and the strong performance of specific sectors such as innovative pharmaceuticals and EDA (Electronic Design Automation) amid geopolitical tensions and market dynamics [3][8][10]. Group 1: A-share Market Performance - After the holiday, all three major A-share indices rebounded, with the ChiNext Index leading with a 0.48% increase. The total trading volume in the Shanghai and Shenzhen markets reached 1.14 trillion yuan, an increase of 22 billion yuan compared to the previous trading day [3]. - The innovative drug sector saw significant gains, with several stocks hitting the daily limit, while sectors like automotive, steel, liquor, and coal experienced declines [3]. Group 2: EDA Sector Insights - The EDA sector showed strong performance, with leading stocks such as Galanz Electronics and Huada Jiutian experiencing substantial gains. Over the past three trading days, the EDA concept has risen by 7.73%, with Galanz Electronics increasing by 37.38% [6][7]. - The global EDA market is dominated by three major companies, which hold nearly 80% market share. In contrast, domestic EDA companies have seen their market share grow from approximately 6.2% in 2020 to about 11.5% in 2023, with expectations to reach around 14% by 2025 [7]. Group 3: Innovative Pharmaceuticals - The innovative pharmaceutical sector remains a hot topic, with several companies achieving significant stock price increases. The sector is buoyed by favorable policies and a strong presence at the American Society of Clinical Oncology (ASCO) annual meeting, where over 70 research results from Chinese companies were showcased [9]. - In the first quarter of this year, there were 41 license-out transactions for Chinese innovative drugs, totaling $36.929 billion, surpassing the total for the first half of 2024 and nearing the total for 2023 [9]. - Analysts believe that the period from 2025 to 2028 will be crucial for Chinese innovative pharmaceutical companies as they enter a profitability phase, which historically correlates with strong sector performance [9].