上海市政府新闻办近日举行"实干绘答卷 接力新蓝图"上海"十四五"规划成果系列首场发布会，围绕"打造开放创新高品质的卓越浦东"主题，上海市委常 委、浦东新区区委书记李政介绍浦东新区"十四五"期间建设发展成果，上海市政府副秘书长、浦东新区区委副书记、区长吴金城，浦东新区发改委主任肖 林，浦东新区科经委主任汪潇，浦东新区生态环境局局长康永良，浦东新区建交委主任李树逊共同出席新闻发布会，并回答记者提问。 1 （余继超 摄） 吴金城在会上介绍，浦东在集成电路、生物医药、人工智能三大先导产业方面布局早、集聚强、实力雄厚。"十四五"期间，浦东持续强化高端产业引领 功能，聚焦三大先导产业打造世界级产业集群，2024年浦东三大先导产业规模8323亿元，占全市46%，近三年年均复合增长11.7%。 其中，集成电路推动"全链布局"，2024年产业规模达到2947亿元、约占全市75%、约占全国20%，全面提升高端芯片设计、特色工艺、封装测试、核心 设备和关键零部件材料等全产业链竞争力，全力建设上海集成电路设计产业园等重点产业园区，大力发展RISC-V、EDA、硅光等细分赛道，累计集聚集成 电路企业800多家、产业人才近20万。 生物 ...

Core Viewpoint - The article emphasizes the significance of technology in the Hong Kong stock market for the second half of the year, suggesting that it will be a decisive factor in market performance [6]. Group 1: Market Insights - The Hong Kong stock market is identified as the main battleground for the current bull market, with specific focus on the importance of marginal factors and top picks [6]. - Historical trends indicate that the performance of the Hong Kong stock market is driven by various factors, including the impact of U.S.-China trade tensions and global industrial upgrades [6][7]. Group 2: Sector Analysis - The series of lectures includes discussions on the evolution of technology in the semiconductor industry, particularly the transition from 14nm to N2 processes, which is expected to drive innovation in Electronic Design Automation (EDA) [6][7]. - The analysis of the pricing power in the Hong Kong market highlights the influence of different types of capital and the restructuring of industries following significant mergers, such as Synopsys and Ansys [6][7]. Group 3: Investment Opportunities - The research series explores the growth potential of companies like Tencent Music Entertainment (TME) and NetEase Cloud Music, drawing parallels with Spotify's success [7]. - The focus on AI applications and new consumer trends in the Hong Kong market suggests that companies like Kuaishou and Bilibili are positioned for significant growth, driven by their unique content ecosystems [7].

本报讯 （记者贺王娟）近日，中国电子信息产业集团有限公司（以下简称"中国电子"）团委与华润（集团）有限公司（以 下简称"中国华润"）团委联合举办"特色工艺"创新青年突击队授旗仪式暨"我为发展新质生产力献一策"青年创新创效论坛活 动。 突击队员聚焦新质生产力学习体会，结合攻关项目机制优化、产品规划、项目推广、产业赋能等方面展开研讨，并为联合 突击队运行、青年创新创效献计献策，大家纷纷表示要坚定理想信念，挺膺科技担当，共同加速国产EDA生态布局，解决"卡 脖子"技术难题，为推动国产化EDA应用推广贡献央企青春力量。双方团委负责人表示，将进一步发挥团组织"联"的优势，把 突击队各项保障机制落到实处，做好青年科技人才成长托举和托底，希望突击队强化使命担当，围绕一个目标，成为一个团 队，建好一个平台，锚定任务节点，保障攻关目标顺利达成。 （编辑 张伟） 据介绍，为进一步推进青年创新行动，服务主责主业，中国电子团委和中国华润团委超越企业产权边界，基于联合创新攻 关项目共同组建"特色工艺"创新青年突击队，双方在授旗仪式上发布了创新青年突击队工作实施方案。 ...

主题： 美国 EDA 禁令暂时对华解封，国内 EDA 生态仍需自主突围 概要： 内容包含美国 EDA 禁令概况，中国大陆 EDA 市场规模及市场格局，国内外头部 EDA 企业的营收状况及对比，中国大陆 EDA 企业概况及产品布局。 大纲： 期数： 2025 年 07 月刊 分类： 会员服务 — 半导体市场月度市场发展趋势概况 12. 中国大陆 E D A 企业产品布局 温馨提示： * 请 会 员 单 位 通 过 会 员 登 陆 平 台 下 载 或 邮 件 接 收 此 份 报 告 。 * 如 需 了 解 更 多 相 关 信 息 ， 请 订 阅 C I N N O Re s e a r c h 《 半 导 体 市 场 月 度 市 场 发 展 趋 势 分 析报 告 》 。 联系我们 马女士 Ms . Ceres TEL：（+86）137-7604-9049 Emai l：CeresMa@cinno.com.cn 1. 美国 E D A 禁令概况 2. E D A 概述及分类 3. 中国大陆 E D A 市场规模及市场格局 4. 新思科技的营收状况及营收组成状况 5. 楷登电子的营收状况及营收组成状况 6. 西门子 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 semi 。 2025年第一季度，EDA和硅IP收入增长了12.8%，总计50.98亿美元，而去年同期为45.22亿美元。但真正的亮点在于IP方 面，同比增长29.6%，达到15.77亿美元。深入研究这些数据，非报告IP公司（主要是Arm）的收入同比增长34.1%，达到 10.31亿美元。 这对IP市场来说是个利好消息，也强化了人们对多芯片时代强劲增长的预测。包括芯片和子系统在内的硬IP和软IP的收入 与人工智能数据中心和一些高端边缘设备中使用的多芯片组件和复杂SoC的激增相匹配。 但这些数字也掩盖了EDA市场的一些弱点。总体而言，在经历了多个季度的两位数增长之后，本季度EDA收入仅增长 2.6%，至27亿美元。物理设计和验证收入同比下降，为7.696亿美元，比2024年第一季度下降9.9%。 SEMI 电子设计市场数据报告执行发起人 Walden Rhines 表示："在上周的巴黎人工智能大会 (RAISE) 上，有很多讨论说 EDA 正逐渐成为一项 IP 业务，越来越不需要验证模块或芯片的组装过程。我们以前就听说过这种说法，但事实证明并非 ...

Group 1: U.S.-China Trade Developments - The U.S. government has lifted restrictions on ethane exports to China, signaling a potential truce in the ongoing trade war [1][3][4] - Eight ships have already set sail for China following the removal of these restrictions, which had previously caused delays [4] - The U.S. Department of Commerce has notified companies that they can now load ethane onto ships bound for China without needing separate authorization for unloading [3][4] Group 2: Semiconductor Design Software Export Restrictions - The U.S. has also lifted export restrictions on three major semiconductor design software suppliers: Synopsys, Cadence, and Siemens [2][5] - Siemens confirmed that the previous requirement for government licensing for their business in China has been revoked, allowing them to resume sales and technical support [5][6] - Synopsys announced that it is restoring access to affected products in the Chinese market and expects to complete system updates within three business days [6][7] - These three companies collectively held approximately 82% of the EDA software market in China last year [7]

Market Overview - A-shares experienced a rebound on July 3, with the Shanghai Composite Index rising by 0.18%, the Shenzhen Component Index increasing by 1.17%, and the ChiNext Index gaining 1.9% [2] - A total of 3,271 stocks rose, with 66 hitting the daily limit up, while 1,866 stocks declined [3][4] - The total trading volume reached 13,335.06 billion, with a total of 108,789.9 million shares traded [4] Sector Performance - Computing hardware stocks surged again, with PCB and related sectors leading the gains. Notable stocks included Zhongjing Electronics, Bomin Electronics, and Jin'an Guoji, all hitting the daily limit up [5] - Innovative drug concept stocks continued their strong performance, with companies like Weiming Pharmaceutical and Shenzhou Cell also reaching the daily limit up [7] - The solid-state battery sector saw a midday rally, with stocks such as Dadongnan, Hongtian Co., and Zhongyi Technology hitting the daily limit up [9] Notable Stock Movements - Key stocks in the computing hardware sector included: - Yihua New Materials: +20.00% at 32.64 - Zhongyi Technology: +19.99% at 23.89 - Bomin Electronics: +10.04% at 10.41 [6] - In the innovative drug sector, significant gainers included: - Guangshengtang: +20.00% at 42.78 - Shenzhou Cell: +19.99% at 73.34 - Weiming Pharmaceutical: +10.03% at 10.86 [8] - Solid-state battery stocks also saw notable increases, with Zhongyi Technology at +19.99% and Hongtian Co. at +10.02% [10] Downward Trends - The marine economy sector faced adjustments, with Kelaite dropping over 10% [11] U.S.-China Trade Developments - The Trump administration canceled recent export licensing requirements for chip design software sales to China, a move aligned with a trade agreement aimed at easing key technology restrictions [12] - Major EDA (Electronic Design Automation) companies, including Synopsys, Cadence Design Systems, and Siemens, are expected to benefit from this change, as they previously required government approval to operate in China [12][13] - The EDA market, while only $11.5 billion, plays a crucial role in the $440 billion global semiconductor industry, with the top three companies controlling 74% of the market [13]

Group 1 - The core viewpoint of the articles highlights a strong upward trend in the semiconductor materials and equipment sector, with significant gains in the index and individual stocks, indicating a robust market sentiment [1][2] - The semiconductor materials ETF (562590) closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which includes 40 listed companies deeply involved in the semiconductor materials and equipment sectors [2] - Key companies in the index, such as Northern Huachuang and Zhongwei Company, have made technological breakthroughs in etching equipment, while companies like Hushi Silicon Industry and Nanda Optoelectronics have disrupted overseas monopolies in critical materials [2] Group 2 - As of June 23, the CSI Semiconductor Materials and Equipment Theme Index rose by 2.92%, with notable individual stock performances including Jing Technology hitting the daily limit and Zhongke Feimeng increasing by 6.30% [1] - The top ten weighted stocks in the index, which account for 61.33% of the total, include Northern Huachuang, Zhongwei Company, Hushi Silicon Industry, and Nanda Optoelectronics, reflecting the focus on core industry tracks and the trend of domestic autonomy in the semiconductor supply chain [2]

Core Viewpoint - The article discusses the critical role of Electronic Design Automation (EDA) in the semiconductor industry, highlighting the challenges faced by China's integrated circuit sector due to U.S. export controls and the dominance of American EDA companies in the market [3][8][9]. Group 1: EDA Overview - EDA, or Electronic Design Automation, refers to industrial software used in chip production, akin to CAD software in architecture [4]. - EDA tools are essential for integrating billions of transistors into tiny chips, making them indispensable in the chip production lifecycle [5][6]. - The top three EDA companies dominate nearly 80% of the market, all of which are based in the U.S., while China's domestic EDA replacement rate is barely over 10% [8]. Group 2: Historical Context - EDA emerged alongside the integrated circuit industry, initially aimed at automating the labor-intensive process of circuit design [11]. - The first EDA tools significantly reduced the time required for chip design, transforming the industry [17]. - By the 1980s, EDA had evolved into an independent industry with the establishment of major companies like Synopsys, Mentor Graphics, and Cadence [25][26]. Group 3: Challenges in China - China's EDA development has been hampered by historical technology embargoes, particularly the "Paris Coordinating Committee" restrictions, which limited access to advanced EDA tools [30][31]. - The introduction of domestic EDA tools like the "Panda System" faced challenges from established U.S. companies that quickly undercut prices and offered superior products [32]. - The recent U.S. export controls on EDA tools have raised concerns about the future of China's integrated circuit industry, as companies may struggle to keep pace with advancements in chip manufacturing [36][39]. Group 4: Industry Interdependencies - The relationship between EDA companies, chip design firms, and foundries is symbiotic, with EDA tools being crucial for accessing Process Design Kits (PDKs) necessary for chip production [47][48]. - The inability to renew EDA tool licenses due to export restrictions could severely impact China's ability to design and produce advanced chips [38][46]. - The integrated circuit industry's evolution relies on collaboration across various sectors, with each segment needing to adapt to maintain competitiveness [51][55]. Group 5: Future Outlook - Achieving breakthroughs in advanced EDA tools in China will require progress across the entire supply chain, emphasizing the need for a collaborative approach [58][60]. - The article concludes that the challenges faced by China's semiconductor industry are not new but are part of a long-standing struggle against external pressures and internal limitations [61].

Core Viewpoint - Jiangsu Province is establishing a specialized mother fund for the integrated circuit industry to promote the development of strategic emerging industries and enhance production capabilities [1] Group 1: Fund Overview - The mother fund has a total scale of 5 billion yuan, focusing on investments in specialized equipment and materials for integrated circuits, high-end general chip R&D and design, silicon photonic chips, quantum chips, third-generation semiconductors, high-end power semiconductors, and EDA [1] - The fund aims to support the "1650" industrial system and the "51010" strategic emerging industry cluster in Jiangsu Province, as well as the 13 emerging industry fields outlined in the action plan for building a globally influential industrial technology innovation center [1] Group 2: Investment Strategy - The investment strategy emphasizes early-stage, small-scale, and technology-driven investments to strengthen and extend the industrial chain [1] - The fund will directly invest in enterprises within Wuxi City, with incentives for companies that grow into national-level specialized and innovative small giants during the fund's duration, offering a return of 150% of the investment amount [1] - If the invested companies go public on domestic or foreign stock exchanges during the fund's duration, the return will be 200% of the investment amount [1]