Core Insights - The A-share domestic software sector is experiencing significant growth, with stocks like Jiuxi Software, Rongji Software, and Geer Software hitting the daily limit up [1][2] - The release of two domestically developed EDA design software by Qiyunfang, a subsidiary of Xinkailai, marks a milestone in the domestic software industry, showcasing a 30% improvement in product performance and a 40% reduction in hardware development cycles [2][4] Industry Trends - The domestic software industry is in a golden period driven by policy support, technological breakthroughs, and market penetration, with substantial potential for domestic replacement across various fields [4][5] - The rise of the Xinchuang industry presents unprecedented opportunities for domestic operating systems, databases, and other foundational software [4][5] Government Support - The 2025 Central Economic Work Conference has outlined plans to issue long-term special bonds, with a focus on supporting Xinchuang and artificial intelligence sectors, including a proposed 300 billion yuan expansion plan [4][5] - New government procurement requirements mandate that terminal devices' CPUs and operating systems must meet security assessments, accelerating the implementation of domestic solutions in government and industry [4][5] Market Potential - The urgency for software localization is emphasized, particularly in key sectors such as finance, telecommunications, and education, where core systems are undergoing replacement [5] - The Ministry of Industry and Information Technology, along with other departments, has launched initiatives to promote service-oriented manufacturing, highlighting the importance of technology services, industrial design, and software [5] Future Outlook - As the U.S.-China technology competition intensifies, achieving complete autonomy in critical areas is deemed essential for China's technological development [5] - The domestic software systems are gradually demonstrating innovation capabilities, with a focus on transitioning from "usable" to "highly usable" [5] - The Xinchuang industry is expected to continue accelerating, with core hardware and software localization becoming an inevitable trend [5]

Core Viewpoint - The article emphasizes the importance of domestic semiconductor industry revitalization and highlights the launch of innovative EDA software by Qiyunfang, which marks a significant milestone in achieving self-sufficiency in electronic design tools in China [2][4]. Group 1: EDA Software Launch - Qiyunfang, a subsidiary of Xinkailai, released two EDA design software products with complete independent intellectual property rights, achieving industry-leading performance with a 30% improvement over benchmarks and a 40% reduction in hardware development cycle [2][5]. - EDA tools are essential for chip design, packaging, and PCB design, addressing a critical gap in domestic semiconductor and electronic software [4][5]. Group 2: Market Context and Competitive Advantage - The EDA software market in China has been dominated by foreign vendors, which has constrained the domestic industry. Qiyunfang's products aim to break this monopoly and provide a fully autonomous EDA toolchain [4][5]. - The new EDA software supports parallel design, allowing up to 100 engineers to collaborate on schematic design and 20 on PCB design simultaneously, enhancing efficiency and quality [5]. Group 3: Technological Advancements and Ecosystem - The software is designed to meet the increasing complexity of circuit boards driven by rapid advancements in artificial intelligence and data growth, ensuring high-speed and high-density signal transmission [5]. - Qiyunfang has also established an ecosystem compatible with various domestic operating systems and platforms, facilitating integration with multiple software solutions [5].

Core Insights - The A-share domestic software sector is experiencing significant growth, with companies like Jiuxi Software, Rongji Software, and Geer Software hitting their daily price limits following the release of two domestically developed EDA design software by Qiyunfang, a subsidiary of Xinkailai [2][3][4] - Analysts highlight that the domestic software industry is in a golden period driven by policy support, technological breakthroughs, and market penetration, with substantial potential for domestic substitution across various fields [8][12] Company Developments - Qiyunfang, a subsidiary of Xinkailai, launched two EDA design software products with complete independent intellectual property rights, achieving a 30% improvement in performance compared to industry benchmarks and reducing hardware development cycles by 40% [4][6] - Xinkailai, established in June 2022, is fully owned by Shenzhen Shenchip Heng Technology Investment Co., Ltd., which is in turn wholly controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [5][6] Market Trends - The domestic software market has vast potential for substitution, particularly in industrial software, which is crucial for enhancing the self-controllability and global competitiveness of China's manufacturing sector [8][12] - The rise of the Xinchuang industry presents unprecedented opportunities for the development of domestic operating systems, databases, and other foundational software [8][12] Policy Support - The 2025 Central Economic Work Conference emphasized the issuance of long-term special bonds, focusing on supporting Xinchuang and artificial intelligence sectors [9] - New government procurement requirements mandate that terminal devices' CPUs and operating systems must meet security assessments, accelerating the implementation of domestic solutions in government and industry [10] - The State-owned Assets Supervision and Administration Commission's directive requires state-owned enterprises to achieve 100% domestic substitution by 2027, with key sectors like finance, telecommunications, and education already in the process of replacing core systems [11]

据第一财经， 新凯来子公司启云方在2025湾区半导体产业生态博览会（湾芯展）上发布两款拥有完全自主知识产权的国产电子工程EDA（原理图和 PCB)设计软件。 启云方电子工程EDA设计软件在电子电路设计重要指标方面达业界一流水平，产品性能较行业标杆提升30%，产品硬件开发周期可缩短40%。 ...