EMPYREAN(SZ:301269) 第一财经·2025-10-13 02:25Core Viewpoint - The article highlights the active performance of domestic software stocks, particularly in the industrial software and Xinchuang sectors, with several companies reaching new highs in 2023 [5]. Group 1: Industrial Software Market - Industrial design software is described as the "soul" and "brain" of modern industry, encompassing critical software that supports national key sectors and ensures system security [6]. - The Chinese industrial software market reached a scale of 282.4 billion yuan in 2023, with a compound annual growth rate of 13.20% from 2019 to 2023. It is projected to grow to 319.7 billion yuan in 2024 and 339.0 billion yuan in 2025 [8]. Group 2: Company Performance - Huada Jiutian (301269.SZ) reported a revenue of 502 million yuan in the first half of 2025, a year-on-year increase of 13.01%, but a net profit of 3.07 million yuan, down 91.90% [6]. - Guanglian Da (002410.SZ) had a revenue of 2.784 billion yuan in the first half of 2025, a decrease of 5.23%, while its net profit increased by 23.65% to 237 million yuan [6]. - Huichuan Technology (300124.SZ) achieved a revenue of 20.51 billion yuan in the first half of 2025, up 26.7%, with a net profit of 2.97 billion yuan, an increase of 40% [7]. - Kingsoft (3888.HK) reported a second-quarter revenue of 2.307 billion yuan, down 6.7%, but a net profit of 532 million yuan, up 35.4% [7]. Group 3: Industry Trends - The domestic EDA industry has entered a turbulent period since the end of 2024, presenting significant opportunities for related companies [7]. - The report from Dongfang Securities indicates that the industrial design software sector has the largest growth potential, while the overall scale of the basic software sector is more substantial [7].