华福证券指出，EDA（电子设计自动化）是集成电路全流程的重要技术支柱，具有高技术、人才 和生态壁垒，目前全球市场由Synopsys、Cadence、Siemens EDA三大巨头主导，合计份额超70%。2025 年5月，美国要求三大EDA公司对华断供核心工具，促使替代加速，2018-2020年国产化率从6.24%提升 至11.48%，预计2021-2025年国内EDA市场复合增速超14%。国产EDA企业通过"自研+并购"双轮驱动， 华大九天、概伦电子等已在细分领域取得突破，支持5nm/4nm工艺。政策支持与产业链合作推动国产 EDA工具替代，技术向AI智能化、云端化演进，产业规模持续扩大。 消电ETF（代码：561310）跟踪的是消费电子指数（代码：931494），该指数由中证指数有限公司 编制，从A股市场中选取主营业务涉及消费电子产品制造及服务的上市公司作为成分股，涵盖智能手 机、家电、可穿戴设备等行业。消费电子指数反映了A股市场消费电子行业的整体表现，具有显著的行 业代表性和成长性特征。 注：指数/基金短期涨跌幅及历史表现仅供分析参考，不预示未来表现。市场观点随市场环境变化 而变动，不构成任何投资建议或承 ...

Group 1 - The core viewpoint of the article highlights that the reduction in AI inference costs is driving application prosperity, with significant potential for edge AI, particularly in devices like headphones and glasses [1] - The consumer-grade AR glasses, Thunderbird X3 Pro, equipped with full-color Micro-LED light engines, indicate a faster commercialization of display technology [1] - Financial reports from overseas companies show that AI inference has become a new growth engine, with data center business surging, leading to increased value in servers, optical modules, and other related sectors [1] Group 2 - Storage prices have bottomed out and are beginning to recover, while the utilization rate in the packaging and testing segment is gradually increasing [1] - Domestic equipment is making continuous breakthroughs in advanced processes, with the expansion of advanced processes becoming a key focus for self-control in the industry, particularly in CoWoS and HBM positioning within the AI industry trend [1] - The Consumer Electronics ETF (code: 561310) tracks the consumer electronics index (code: 931494), which includes listed companies involved in the manufacturing and sales of consumer electronics products, focusing on segments like smartphones, wearable devices, and smart home products [1]