According to the China Galaxy Securities Research Report, we believe that domestic EDA is in a “policy driver+technological breakthrough+high demand increase” triple resonance period. Looking at domestic substitution and mergers and acquisitions in the short term, full process coverage and AI empowerment in the medium term, and global share growth in the long term, it is recommended to focus on the long-term investment value of the core goals of the industrial chain.

According to the China Galaxy Securities Research Report, we believe that domestic EDA is in a “policy driver+technological breakthrough+high demand increase” triple resonance period. Looking at domestic substitution and mergers and acquisitions in the short term, full process coverage and AI empowerment in the medium term, and global share growth in the long term, it is recommended to focus on the long-term investment value of the core goals of the industrial chain.