Core 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].

Group 1 - The trend of domestic chip import substitution is becoming evident, creating a more favorable development environment for domestic EDA companies [1][4] - In the A-share market, domestic software concepts are actively rising, with industrial software and Xinchuang sectors leading the gains, including stocks like China Software and Rongji Software hitting the daily limit [3][4] - The industrial design software sector is crucial for modern industry, encompassing key software types such as operating systems and various industrial software like CAD, CAE, CAM, and EDA [3][4] Group 2 - Huada Jiutian (301269.SZ) reported a revenue of 502 million yuan for 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% year-on-year [3][4] - Guanglian Da (002410.SZ) saw a revenue of 2.784 billion yuan for the first half of 2025, a decrease of 5.23%, while net profit increased by 23.65% to 237 million yuan [4] - Huichuan Technology (300124.SZ) achieved a revenue of 20.51 billion yuan, up 26.7% year-on-year, with a net profit of 2.97 billion yuan, a 40% increase [4] Group 3 - The domestic EDA industry is entering a turbulent period since the end of 2024, presenting significant opportunities for related companies [4] - The industrial software market in China reached a scale of 282.4 billion yuan in 2023, with a compound annual growth rate of 13.20% from 2019 to 2023, and is expected to grow to 319.7 billion yuan in 2024 and 339 billion yuan in 2025 [5]

Core Points - The stock price of Haocen Software (688657) increased by 5.8% to 45.02 yuan as of April 18, 2025, with a market capitalization of 2.949 billion yuan [1] - The company acquired 100% of Hungarian company CadLine for 6 million euros, which reported a revenue of approximately 10.0255 million yuan and a net profit of approximately 4.2377 million yuan for 2024, showing growth rates of 8.01% and 22.30% respectively [1][3] - The company plans to expand its product line and enhance market competitiveness by introducing new products and improving existing ones in 2024 [2] Group 1 - Haocen Software's stock reached a maximum price of 46.3 yuan and a minimum price of 41.37 yuan during the week [1] - The company ranks 106th out of 133 in the software development sector and 4004th out of 5146 in the A-share market [1] - The company's enterprise users are primarily distributed across various industries, with nearly 30% of revenue coming from the machinery manufacturing sector [3] Group 2 - The company plans to introduce two new products in 2024: 3D BIM and to B cloud-based CD, while also focusing on expanding its product line in the industrial design software sector [2][3] - The total number of employees is expected to reach 768 by the end of 2024, with 300 in R&D and 384 in sales [2]