[Table_Title] 研究报告 Research Report 16 Oct 2025 中国电子 China (Overseas) Technology 第二届湾芯展聚焦（1）：新凯来子公司发布两款国产高端 EDA 软件 The 2nd Wanxin Expo Focus (1): Sicarrier's Subsidiary Unveils Two Domestic High-End EDA Software Solutions 姚书桥 Barney Yao barney.sq.yao@htisec.com [Table_yemei1] 热点速评 Flash Analysis [Table_summary] (Please see APPENDIX 1 for English summary) 事件 2025 年 10 月 15 日至 17 日，第二届湾区半导体产业生态博览会在深圳会展中心举行，本届展会以"芯启未来 智创生 态"为主题，聚焦晶圆制造、先进封装、IC 设计和化合物半导体等重点领域。 点评 一、新凯来子公司新品发布 新凯来旗下子公司启云方科技带来重磅突破，全球首发两款拥有完全自主知识产权的 ...

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo showcased over 600 companies and highlighted the resilience and vitality of Chinese manufacturing, particularly in the semiconductor sector [1][4] - Shenzhen's semiconductor and integrated circuit industry is projected to reach a scale of 256.4 billion yuan in 2024, reflecting a year-on-year growth of 26.8% [2] - The expo featured significant advancements in technology, including the launch of a new generation of ultra-high-speed oscilloscopes with bandwidth exceeding 90GHz, marking a milestone for the global electronic communication industry [1][2] Industry Developments - Shenzhen has implemented policies to support high-quality development in the semiconductor industry, including core technology breakthroughs and the establishment of public service platforms [2] - The introduction of server-based EDA software has improved product efficiency, allowing for enhanced performance and reduced design cycles by 40% [3] - The establishment of a 5 billion yuan industry investment fund aims to strengthen key areas and address weaknesses within the semiconductor supply chain [3] Market Expansion - The current expo has expanded significantly compared to the previous year, with over 600 participating companies and an exhibition area exceeding 60,000 square meters [4] - Major international companies such as Applied Materials, Tokyo Electron, and Merck participated in the expo, indicating a growing global interest in the Chinese semiconductor market [4] - The event attracted around 5,000 professional buyers from leading companies, highlighting the increasing market opportunities in the semiconductor sector [4][5] Future Outlook - The Guangdong-Hong Kong-Macao Greater Bay Area is positioned to become a global semiconductor industry hub, supported by technological, financial, market, and ecological advantages [5]

21世纪经济报道记者石恩泽深圳报道 近日，深圳市新凯来技术有限公司（SiCarrier Technologies，简称"新凯来"），让A股市场掀起一阵涨停 潮。不少与新凯来相关的产业链公司，都受益于"半导体自主可控"概念，股价创下新高。 同时，在10月10日新闻发布会上，深圳市发改委主任郭子平特别提及，新凯来将在"2025湾区半导体芯 片展（湾芯展）"给大家带来意想不到的"惊喜"。 这家引起全球关注的半导体新贵，其总部坐落于深圳龙岗区，园区占地约20万平方米，包含16栋建筑， 集研发中心、生产线和办公楼于一体。 新凯来还在北京、上海、西安、武汉设立了研发分支，并有计划在2026年前在德国和新加坡开设技术服 务中心，布局全球化研发与支持网络。 实际上，新凯来旗下并不只有一家公司，而是有多个子公司。其每个子公司都以实现半导体制造的技术 突破为目标。 作为深圳国资委旗下的战略性新兴企业，深圳市新凯来技术有限公司由深圳市重大产业投资集团（简 称"深重投"）100%控股，注册资本15亿元，体现了深圳政府对半导体设备国产化的高强度投入。 前者启云方作为"软"的代表，首次向业界发布了两款拥有完全自主知识产权的国产电子工程E ...

Core Viewpoint - The Ministry of Industry and Information Technology, the National Development and Reform Commission, and the National Data Bureau have issued a plan to enhance the research and development of key technologies for digital transformation in the electronic information manufacturing industry, emphasizing the adoption of a "ranking mechanism" to drive innovation [1] Group 1: Key Technology Development - The plan aims to promote breakthroughs in critical common technologies such as high-precision and high-speed industrial control, intelligent equipment integration, complex system simulation, non-destructive testing, and reliability management [1] - The focus is on improving system and software levels in areas like Equipment Automation Programming (EAP), Electronic Design Automation, PCB Design, Product Lifecycle Management, Manufacturing Execution, Quality Management, and Intelligent Root Cause Analysis [1] Group 2: Key Equipment and Systems - The initiative includes the development of key industrial control devices and systems such as intelligent industrial control computers, industrial intelligent sensing devices, medium and large programmable logic controllers (PLC), and Supervisory Control and Data Acquisition (SCADA) systems [1] - It also emphasizes the creation of intelligent equipment, industrial software, and system solutions to support the digital transformation [1]