Market Overview - A-shares showed slight strength in early trading, with the North Star 50 and Science and Technology Innovation 50 indices rising over 1%, while the ChiNext Index reclaimed the 2000-point mark. Nearly 4500 stocks rose, and trading volume increased slightly [1] EDA Sector - The EDA concept surged significantly, with the sector index rising over 6% during the day, reaching a two-month high. The trading volume in just one hour exceeded the total trading volume of the previous day. Key stocks like GeLun Electronics hit the 20% daily limit up, while Shentong Metro and Guangdong Electric Power A also opened at the daily limit [2] - EDA tools are fundamental in the integrated circuit field, widely used in design, manufacturing, packaging, and testing. According to TrendForce, in 2024, American companies Synopsys, Cadence, and Siemens EDA will hold 32%, 29%, and 13% of the global EDA market, respectively, totaling 74%. These three companies account for about 80% of the Chinese EDA market. CITIC Securities noted that domestic EDA capabilities are improving, and leading companies with full-process digital IC EDA capabilities are expected to strengthen their core tool advantages [4] Autonomous Driving Sector - The autonomous driving sector experienced a surge, with the sector index rising over 3% and reaching a two-month high. Key stocks like SanYou Technology hit the 30% daily limit up, with many others also seeing significant gains [5] - The Fujian Provincial Government recently issued a plan to boost consumption, supporting the establishment of civilian autonomous driving aviation test zones in cities like Fuzhou and Quanzhou. IHS Markit predicts that by 2025, China's shared mobility market will reach 862 billion, with a compound annual growth rate of 28%, potentially reaching 2.25 trillion by 2030. Autonomous ride-hailing is expected to account for 60% of this market, equating to 1.3 trillion [7] - Everbright Securities highlighted that the autonomous driving logistics vehicle industry chain involves perception hardware (LiDAR, cameras), decision algorithms, vehicle manufacturing, and operational services, suggesting a focus on listed companies involved in autonomous logistics vehicles [7]

A股市场EDA概念股集体拉升走强，EDA指数领涨热门概念指数，截至发稿涨5.85%。 | 序号代码 | | 名称 | ■ 腰齿波 现价 涨跌 | 5分钟涨跌幅 | 成交额 年初至今 | | --- | --- | --- | --- | --- | --- | | 1 | 8841327 | EDA指数 | 5.85% 1206.58 66.67 | | 0.30% 50.68亿 6.72% | | 2 | 8841421 | CRO指数 | 4.97% 2178.14 103.18 | | 0.28% 44.35亿 10.37% | | 3 | 8841049 | 创新药指数 | 3.15% 1437.47 43.91 | | 0.40% 97.01亿 15.88% | | 4 | 8841718 | 减肥药指数 | 3.13% 2376.51 72.21 | | 0.39% 50.80亿 13.79% | | ર | 8841365 | | 医疗服务精选排 2.86% 38562.011073.4 | | 0.20% 29.56亿 7.05% | | +1.50 +0.16% | +18.90 +0.95 ...