半導體併購“風起雲涌”！600億EDA巨頭擬吞併同行，今起停牌
芯片行業，併購重組熱潮持續。
600億市值EDA巨頭計劃收購同行芯和半導體，目前正處於停牌中。
EDA大併購
今日午間盤後，華大九天公告，擬以發行股份及支付現金等方式購買芯和半導體的控股權，預計在不超過10個交易日的時間內（3月31日前）披露本次交易方案。
此前早間，深交所發佈公告，華大九天擬披露重大事項，經公司申請，公司股票自今日開市時起停牌，待公司通過指定媒體披露相關公告後復牌。
停牌前一日（上週五），華大九天的股價報收111.52元/股，總市值爲605.5億元。
不過，華大九天也表示，該事項目前正處於籌劃階段，具體交易方案仍在商討論證中，尚存在不確定性，敬請廣大投資者注意投資風險。
標的資產曾計劃IPO
資料顯示，華大九天是國內EDA（電子設計自動化）領域龍頭企業，專注EDA工具的開發、銷售及相關服務。
近年來，華大九天的高增長態勢有所放緩。2020年-2023年，華大九天分別實現淨利潤1.04億元、1.39億元、1.86億元、2.01億元，同比增長81.18%、34.52%、33.17%、8.2%。
去年前三季度，華大九天實現營收7.44億元，同比增長16.25%；淨利潤爲5854.54萬元，同比下滑65.84%。
而芯和半導體成立於2019年，是一家專注於EDA軟件工具研發的高新技術企業。
芯和半導體圍繞“STCO集成系統設計”進行戰略佈局，以“仿真驅動設計”的理念，提供全棧集成系統EDA解決方案，支持Chiplet先進封裝，在5G、智能手機、物聯網、人工智能和數據中心等領域應用廣泛。
值得注意的是，今年2月，芯和半導體曾在上海證監局辦理輔導備案登記，擬首次公開發行股票並上市，輔導機構爲中信證券。
3月以來，已有多家半導體企業宣佈併購重組計劃，比如華海誠科併購衡所華威、北方華創併購芯源微等，行業自主可控勢在必行。
展望未來，招商證券認爲，美國出口管制升級，自主可控和國產替代需求迫切，建議重點聚焦三條主線：
1）關注算力需求爆發疊加自主可控邏輯持續加強的GPU、代工、設備、
封測、材料和上遊EDA/IP等公司；2） 把握AI終端等消費電子和智能車等新品帶來的產業鏈機會；3）把握確定性+
估值組合，關注業績向好趨勢能見度較高的設計公司。
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