中国银河证券：国产EDA并购潮涌 AI+先进制程驱动“芯片之母”崛起

智通财经2025-12-31

智通财经APP获悉，中国银河证券发布研报称，国产EDA正处于“政策驱动+技术突破+需求高增”三重共振期，短期看国产替代与并购整合，中期看全流程覆盖与AI赋能，长期看全球份额提升，建议关注产业链核心标的长期投资价值。中国银河证券主要观点如下：EDA位于集成电路产业链上游核心基础支撑地位，撬动数十万亿美元数字经济产业EDA是电子系统设计自动化的核心技术，位于集成电路产业链上游核心基础支撑地位，贯穿芯片...

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