21世纪经济报道·2025-10-15 04:11Market Overview - On October 15, the market experienced fluctuations, with the Shanghai Composite Index rising by 0.1%, the Shenzhen Component Index remaining flat, and the ChiNext Index increasing by 0.22%. The half-day trading volume exceeded 1.28 trillion yuan [1]. Sector Performance - The market showed a mixed performance with notable activity in sectors such as pharmaceuticals, domestic software, and consumer goods. The domestic software sector rebounded strongly, with stocks like Jiuqi Software and Geer Software hitting the daily limit. The innovative drug sector also saw significant gains, with stocks like Angli Kang and Yatai Pharmaceutical reaching their daily limits [2][4]. Domestic Software Sector - The domestic software sector saw a notable rise, with Geer Software and Jiuqi Software both hitting the daily limit. Other companies like Pinming Technology and Haocen Software also experienced substantial increases, with Haocen Software rising by 15% [2][3]. EDA Software Development - The launch of two domestically developed EDA (Electronic Design Automation) software products by Wuhan Qiyunfang Technology Co., a subsidiary of Xinkailai, is seen as a milestone for China's semiconductor and electronic software autonomy. The domestic EDA market currently has a localization rate of less than 20%, dominated by overseas giants. The new products reportedly improve performance by 30% and reduce hardware development cycles by 40% [4]. Innovative Drug Sector - The innovative drug sector showed strong performance, with several stocks reaching their daily limits. Notable mentions include Guangsheng Tang, which rose by 20%, and Shutaishen, which increased by 14.4% [5][7]. - Recent approvals for clinical trials of multiple injectable drugs by Heng Rui Pharmaceutical are expected to boost the sector. Analysts suggest that the recent market pullback in pharmaceuticals presents a buying opportunity, with expectations of a recovery in innovative drug research and development [7]. Investment Outlook - Analysts remain optimistic about the long-term growth of the innovative drug sector, highlighting the trend of innovative drugs entering overseas markets. The end of the year is anticipated to see a surge in business development (BD) activities, which could lead to significant opportunities for investors [7].