Group 1 - The core viewpoint of the news highlights the ongoing fluctuations in the software sector, particularly within the ChiNext software ETF, which saw a slight decline of 0.09% as of February 11, 2026, while individual stocks like Wangsu Science & Technology and Guangliwei experienced significant gains of 10.60% and 9.04% respectively [1] - The report from Huatai Securities indicates that 2025 is expected to be the "Year of Agents," with 2026 likely marking a period of accelerated implementation of Agent technologies, driven by rapid iterations in Agentic Coding and fierce competition among major companies for personal agent assistants [1] - The rapid iteration of Agentic Coding is anticipated to reshape the software industry, potentially leading to a paradox where the value of standalone software may decline despite a surge in personalized, AI-generated software [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the ChiNext software index include Tonghuashun, Runze Technology, and Kunlun Wanwei, collectively accounting for 48.61% of the index [2] - The performance of individual stocks within the index shows varied results, with notable declines in stocks like Kunlun Wanwei at -4.13% and Tonghuashun at -1.26%, while others like Shenshuo Technology and Zhongke Chuangda showed positive movements [3]

台积电于2月6日正式公布最新EDA联盟名单，该名单共包含12家成员企业。 EDA作为半导体产业"芯片之母"，是先进工艺研发与芯片设计的核心支撑，而台积电EDA联盟更是全球半导体先进工艺生态的关键组成部分，其成员变动 直接反映行业格局调整。 其中，Synopsys（新思科技）、Cadence（楷登电子）、Siemens EDA（西门子EDA）等国际EDA巨头依旧占据主导地位，而Primarius（概伦电子）则是名 单中唯一入选的国产EDA厂商，延续了此前国产厂商"独苗"留守的格局。 图片来源：台积电官网 与上一版本的联盟名单相比，本次更新的核心调整仅有一项：Ansys正式退出联盟成员行列。这一变动的核心原因是Ansys已完成被新思科技收购的流程， 其相关EDA技术与业务能力已全面整合至新思科技体系内，因此不再以独立成员身份出现在名单中，这也意味着新思科技在台积电EDA生态中的话语权 进一步提升。除这一微调外，联盟其余11家成员均保持不变，凸显出台积电EDA生态的稳定性。 整体而言，本次台积电EDA联盟名单的更新，凸显出"高度稳定、动态微调"的整体特征。 当前，国际EDA巨头仍在全球先进EDA领域占据绝对主导地位 ...

证券日报网讯 2月2日，华大九天在互动平台回答投资者提问时表示，AI技术对EDA的发展有重要的促 进作用，公司已将AI技术应用于现有产品中。在模拟电路设计EDA领域，公司推出了智能化、自动化 设计平台AndesAMS；在平板设计EDA领域，公司推出了智动化（智能化+自动化）平台AndesFPD；在 数字电路设计EDA领域，公司将AI技术应用于特征化提取（K库）等工具，大幅缩短K库生成周期，提 升设计效率；在晶圆制造EDA工具领域，良率分析解决方案采用AI驱动技术前瞻性识别工艺缺陷。同 时公司在现有全定制设计平台的基础上，基于统一数据库开发了全定制设计平台生态系统PyAether。 （编辑 袁冠琳） ...

证券日报网讯2月2日，华大九天（301269）在互动平台回答投资者提问时表示，公司先进封装EDA平 台已具备支撑高端AI芯片、GPU、高性能处理器芯片等Chiplet芯粒设计的能力。在3DIC设计EDA领 域，公司构建了覆盖从异构集成三维芯片协同设计到验证的全流程解决方案，填补了国内高端3DIC设 计工具的空白。 ...

Core Viewpoint - The company has established strategic partnerships with leading domestic storage enterprises and is set to launch a comprehensive EDA tool system for storage circuit design in 2023, which has already been validated by major storage chip manufacturers and is being widely applied in the design and manufacturing of storage chips [1] Group 1 - The company has formed strategic cooperation with top storage enterprises in the domestic market [1] - In 2023, the company will introduce a full-process EDA tool system for storage circuit design [1] - The EDA tool system has been verified by leading storage chip manufacturers and is now being extensively used in the design and production of storage chips [1]

Core Viewpoint - On January 26, Huada Jiutian's stock fell by 3.64% with a trading volume of 822 million yuan, indicating a significant market reaction to recent financial activities [1]. Financing Summary - On January 26, Huada Jiutian had a financing buy-in amount of 56.32 million yuan and a financing repayment of 63.39 million yuan, resulting in a net financing outflow of 7.07 million yuan [1]. - As of January 26, the total financing and securities lending balance for Huada Jiutian was 927 million yuan, with the financing balance at 924 million yuan, accounting for 1.52% of the circulating market value, which is above the 70th percentile of the past year [1]. - The securities lending activity on January 26 included a repayment of 800 shares and a sale of 1,000 shares, with a selling amount of 111,400 yuan, while the securities lending balance was 3,298 shares, exceeding the 90th percentile of the past year [1]. Financial Performance - As of September 30, Huada Jiutian reported a total revenue of 805 million yuan for the period from January to September 2025, reflecting a year-on-year growth of 8.24%, while the net profit attributable to shareholders was 9.06 million yuan, a decrease of 84.52% year-on-year [2]. - Cumulatively, Huada Jiutian has distributed a total of 244 million yuan in dividends since its A-share listing [3]. Shareholder Information - As of September 30, the number of Huada Jiutian's shareholders reached 48,800, an increase of 29.25% from the previous period, with an average of 11,179 circulating shares per person, up by 60.88% [2]. - Notable institutional holdings include Noan Growth Mixed A (320007) as the eighth largest shareholder with 11.75 million shares, while Hong Kong Central Clearing Limited is the ninth largest with 7.20 million shares, having increased its holdings by 574,400 shares [3].

内容概况：随着国家确立人工智能作为核心引擎的战略地位，并全面推进"人工智能+"行动以深化AI与 制造业全流程融合，智能设计领域正迎来技术革命性突破。生成式AI与多模态大模型的快速发展，已 实现从"自然语言指令输入"到"实时方案生成与动态调整"的跨越式创新，使复杂设计流程从传统人工主 导转向AI驱动的智能迭代。2024年，中国智能设计行业市场规模约为67.24亿元，同比增长20.70%。 相关上市企业： 中望软件（688083）、华大九天（301269）、阿里巴巴（09988） 相关企业：中科寒武纪科技股份有限公司、超聚变数字技术股份有限公司、武汉达梦数据库股份有限公 司、人大金仓信息技术股份有限公司、北京海天瑞声科技股份有限公司、百度在线网络技术（北京）有 限公司、腾讯科技（深圳）有限公司、广联达科技股份有限公司、品茗科技股份有限公司、珠海格力电 器股份有限公司、青岛海尔智家股份有限公司、深圳迈瑞生物医疗电子股份有限公司、立讯精密工业股 份有限公司 关键词：智能设计、智能设计市场规模、智能设计行业现状、智能设计发展趋势 一、行业概述 智能设计是指"利用现代信息技术，以计算机模拟人类思维活动，使系统具备更高智能 ...

Investment Rating - The industry rating for the EDA sector is "Positive" [3] Core Insights - The EDA industry is a crucial tool for semiconductor design, with a global market size of approximately $15.7 billion in 2024, representing only 2.5% of the semiconductor industry valued at $631 billion, yet it supports a multi-trillion dollar digital economy [1][14] - The Chinese EDA market is expected to grow from 19.3 billion yuan to 35.4 billion yuan between 2025 and 2027, with a CAGR of 35.4%, significantly outpacing the global growth rate of 7.84% [1][16] - The global EDA market is highly concentrated, dominated by three major players: Synopsys, Cadence, and Siemens EDA, which have built their market positions through decades of systematic mergers and acquisitions [2] - The domestic EDA industry in China is experiencing rapid growth but faces structural bottlenecks, including fragmented competition, a shortage of high-end talent, and barriers to entry due to established international ecosystems [2][3] - Policy direction is shifting from fragmented competition to platform collaboration, with government support aimed at promoting integration and upgrading the industry [2] Summary by Sections EDA Industry Characteristics - EDA is a foundational tool for the trillion-dollar semiconductor industry, with its market size rapidly expanding in China [8][9] - The industry has high capital requirements and a significant demand for skilled talent, with a long training cycle [21] - High barriers to entry and strong binding among full-process platform companies enhance competitive advantages [22][25] Global EDA Development History - The rise of EDA in the U.S. is attributed to high investment and strategic government support, with a focus on mergers and acquisitions [27][28] - The U.S. government has historically invested in EDA as a strategic pillar for enhancing semiconductor and defense competitiveness [28][29] Current State of China's EDA Industry - The Chinese EDA market is growing rapidly but is hindered by fragmentation, capital concentration, talent shortages, and ecological barriers [3][16] - The domestic EDA industry is at a critical juncture for breakthrough and integration, with increasing policy support [3] Investment Recommendations - The EDA sector is seen as being at a pivotal moment for domestic replacement, with increasing policy support and active consolidation among leading platform companies [3] - Recommended companies for long-term investment include Huada Jiutian, Gai Lun Electronics, and Guangli Micro [3]

Market Overview - The Shanghai Composite Index closed at 4120.10 points, above the annual line, with a change of 0.16% [1] - The total trading volume of A-shares reached 1,645.83 billion yuan [1] Stocks Above Annual Line - A total of 61 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Huawi Design (华维设计) with a deviation rate of 24.42% - Hualing Co. (华岭股份) at 5.51% - Huilong Piston (汇隆活塞) at 4.81% [1] Detailed Stock Performance - The following table summarizes the performance of selected stocks that have crossed the annual line: - Huawi Design (华维设计): Today's change of 29.96%, turnover rate of 26.39%, annual line at 14.64 yuan, latest price at 18.22 yuan [1] - Hualing Co. (华岭股份): Today's change of 12.70%, turnover rate of 9.21%, annual line at 24.90 yuan, latest price at 26.27 yuan [1] - Huilong Piston (汇隆活塞): Today's change of 18.06%, turnover rate of 13.30%, annual line at 9.86 yuan, latest price at 10.33 yuan [1] - Other notable stocks include: - Wuhan Fangu (武汉凡谷) with a deviation rate of 4.17% - Meirui New Materials (美瑞新材) with a deviation rate of 3.81% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the annual line include: - Gongdong Medical (拱东医疗) and Chongqing Gas (重庆燃气) [1] - The performance of these stocks indicates a cautious upward trend in the market [1]

Group 1 - The core viewpoint of the article is that Huada Jiutian's investment in Si Erxin will enhance the company's competitive edge in hardware-assisted verification tools, accelerating the development of a comprehensive digital chip front-end design and verification solution [1] - This investment is expected to expedite the coverage of the entire process of EDA tools in digital circuit design, further strengthening the company's market competitiveness in the EDA field [1]