几个月前，北京精雕完成10亿元战略融资的消息，在产业圈内传开。单看金额，与动辄数十亿、上百亿 的风口行业融资相比，这一数字或许并不惊人。然而若将其置于产业趋势中观察，意义却完全不同：随 着"十五五"规划将高端装备列为重要发展方向，装备制造业，正再次成为资本关注的热点。 精雕此次融资受到关注，不仅源于行业整体回暖，更与其自身独特的发展路径密切相关。 近期，我们 走访调研了北京精雕，一个长期被外界忽视的线索逐渐清晰：北京精雕的起点不是机床，是软件。它走 了一条与大多数中国机床企业完全不同的路——从"软"到"硬"，实现机电软的深度融合。 纵观国内机床行业的主流发展模式，对"高精度"的理解，往往依赖更精密的丝杠导轨、更高速的主轴、 更稳定的结构。然而，当下游制造业向智能化、精密化加速迈进，市场对加工精度、效率及一体化解决 方案能力，提出了系统性的更高要求。这意味着"高精度"不再只是机械结构的单点突破，而是需要构建 从高精度加工程序、高性能数控系统，到智能化误差补偿与全流程工艺协同的整体能力。 尽管在微米乃至亚微米级的高端加工领域仍需进一步突破，但国产装备已开始在半导体、高端医疗、人 形机器人等新兴产业的关键零部件加工 ...

Core Insights - Jialichuang officially launched its self-developed ECAD electrical design software on December 18, 2025, offering a limited-time free standard version [2] - The company is increasingly focusing on software, having introduced the "Jialichuang Cloud ERP" aimed at small and medium-sized manufacturing enterprises, leveraging years of industrial software development experience [2] - Jialichuang's EDA has won two major industry awards, highlighting its reputation in the industrial software sector [2] Group 1: Software Development and Offerings - Jialichuang has developed a comprehensive digital channel that connects design, manufacturing, and business management, breaking down barriers in high-end resource usage [3] - The company has accumulated over 7.1 million users and processes more than 17.8 million orders annually since its establishment in 2006 [4] - Jialichuang's EDA software has become the largest traffic entry point in the domestic PCB EDA market, with 5.33 million registered users and 35.55 million engineering projects [4] Group 2: Manufacturing and Business Management - The self-developed CAM software addresses the engineering challenges of converting design data into production data, facilitating flexible manufacturing for millions of non-standard orders [5] - The launch of the cloud ERP marks a significant leap from factory digitization to enterprise digitization, extending services from production to management [5] - Jialichuang Cloud ERP has served over 6,000 clients, with stable daily operations processing over 150 tenant requests, significantly enhancing efficiency for small and medium enterprises [6] Group 3: Research and Development - Jialichuang boasts a research team of over 1,100 people, with a compound annual growth rate of 17.38% in R&D investment from 2022 to 2024 [7] - The company's competitive edge lies in its deep understanding of industrial processes, which has been refined over decades, forming a unique synergy between software and manufacturing [7] Group 4: Educational Initiatives - Jialichuang has established a comprehensive service system in collaboration with over 500 universities, providing software licenses and educational resources to support electronic design training [10] - The company has created a talent cultivation loop that integrates theory, practice, and competition, with over 1,400 universities using its EDA software for electronic circuit design [10]

Core Viewpoint - The industrial software sector, particularly research and design software, plays a crucial role in enhancing design efficiency, reducing costs, and achieving goals such as visualization, remote operation, and intelligent control. The market for EDA, CAD, and CAE software in China is projected to grow significantly by 2024, indicating a robust demand for these technologies in various industries [1][5][9]. Group 1: Market Size and Growth - The Chinese EDA software market is expected to reach approximately 13.59 billion yuan in 2024, up from 11.56 billion yuan in 2022, reflecting an 11.80% growth from the previous year [5][9]. - The CAD software market in China is projected to grow to around 6.07 billion yuan in 2024, increasing from 4.86 billion yuan in 2022, which represents a 15.4% growth year-on-year [7][9]. - The CAE software market is anticipated to reach about 4.92 billion yuan in 2024, up from 3.76 billion yuan in 2022, marking a 17.1% increase from the previous year [9]. Group 2: Industry Definition and Classification - Industrial software is essential for automation, information technology, and intelligent manufacturing, with research and design software being a key tool for innovation and development of new equipment [2][5]. - Research and design software includes CAD, CAE, CAM, and PLM, covering the entire lifecycle of industrial products from concept design to production and after-sales service [2][5]. Group 3: Industry Development Status - The industrial software sector is a foundational and strategic industry that significantly impacts national economic and social development [5]. - The domestic research and design software industry has established a relatively complete system, with notable companies like Zhongwang Software, Haocen Software, and Digital Dafa emerging as key players [11][17]. Group 4: Competitive Landscape - Major foreign players in the research and design software market include Dassault, Siemens, PTC, and Autodesk, which collectively hold over half of the domestic market share, particularly in high-end segments [15][16]. - Domestic companies are rapidly gaining market share, with Zhongwang and Huachen achieving significant penetration in both low-end and mature foreign markets [11][17]. Group 5: Development Strategies and Recommendations - The integration of research and design software with industrial elements is crucial for enhancing innovation capabilities and efficiency in enterprises [18]. - The industry is expected to evolve towards cloud-based, AI-driven, and domestically produced solutions, necessitating breakthroughs in core technologies and the establishment of a complete ecosystem [18].