金吾财讯 | 金山软件(03888)逆市高开6.48%，报34.2港元，成交额5982万港元。消息面上，商务部10月9日发布2025年第61号公告，对含有中国成分的部分境外稀土相关物项实施出口管制。除管制规则外，附件采用WPS格式，要求相关申请文件须以中文提交两大细节引发热议。据悉，10月9日之前最新的两个公告，文件都是word或pdf格式。有业内分析指出，政府部门公文附件使用WPS，远不止是选择一款办公软件那么简单。特别是在这次商务部的公告上使用，也是国家推动关键技术自主可控、保障信息安全的重要体现。中信建投发研报指，美国拟加码对华关税，并对关键软件限制出口。复杂国际形势下科技自立自强重要性凸显，信创软件及工业软件替换已步入深水区，党政信创资金落地、行业信创向核心系统逐步替换。AI产业链国产化进程同样提速，升腾CANN开放代码、海光CPU开放互联总线等，推动AI产业链全国产化闭环，实现AI产业安全可控发展。国产工业软件受益替换政策和国际形势变动影响，灯塔工厂在十五五期间的加速落地也将为AI+工业软件及Agent相关厂商带来良好发展机遇。
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