Group 1 - The chairman of the board, Chen Yuhong, increased his stake in China Software International (00354) by purchasing 1 million shares at a price of HKD 5.8125 per share, totaling HKD 5.8125 million [1] - Following the purchase, the total number of shares held by Chen Yuhong is approximately 320 million, representing a new ownership percentage of 11.71% [1]

Core Viewpoint - China Software International (00354.HK) announced that its major shareholder, Chairman and Executive Director Chen Yuhong, purchased a total of 1 million shares of the company's ordinary stock on October 15, 2025, at an average price of approximately HKD 5.8125 per share, totaling around HKD 5.8125 million [1] Summary by Relevant Sections - **Share Purchase Details** - Chen Yuhong acquired 1 million shares at an average price of HKD 5.8125 per share, amounting to a total investment of approximately HKD 5.8125 million [1] - The shares purchased represent about 0.04% of the total issued shares of the company as of the announcement date [1] - **Post-Purchase Shareholding** - Following the acquisition, Chen Yuhong holds 320 million shares, which corresponds to approximately 11.71% of the total issued shares of the company as of the announcement date [1]

Core Viewpoint - China Software International (00354) announced that its major shareholder, Dr. Chen Yuhong, purchased a total of 1 million ordinary shares in the open market at an average price of approximately HKD 5.8125 per share, totaling around HKD 5.8125 million [1] Summary by Relevant Sections - **Share Purchase Details** - Dr. Chen acquired 1 million shares at an average price of HKD 5.8125 per share, amounting to HKD 5.8125 million [1] - The total number of shares acquired represents approximately 0.04% of the company's total issued shares as of the announcement date [1] - **Post-Purchase Holdings** - Following the acquisition, Dr. Chen holds a total of 319,988,861 shares, which is about 11.71% of the company's total issued shares as of the announcement date [1]

Core Viewpoint - China Software International (00354) announced that its major shareholder, Dr. Chen Yuhong, purchased a total of 1 million ordinary shares in the open market at an average price of approximately HKD 5.8125 per share, totaling around HKD 5.8125 million [1] Summary by Relevant Sections - **Share Purchase Details** - Dr. Chen acquired 1 million shares at an average price of HKD 5.8125 per share, amounting to HKD 5.8125 million [1] - The shares purchased represent approximately 0.04% of the total issued shares of the company as of the announcement date [1] - **Post-Purchase Shareholding** - Following the acquisition, Dr. Chen holds a total of 319,988,861 shares, which is about 11.71% of the total issued shares of the company as of the announcement date [1]

香港交易及結算所有限公司及香港聯合交易所有限公司（「聯交所」）對本公佈的內 容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示概不就因本公 佈全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 主要股東股權增加 本公佈乃由中軟國際有限公司（「本公司」）作為自願性公佈發出，以讓公眾人士瞭 解本公司之最新資料。 CHINASOFT INTERNATIONAL LIMITED 中軟國際有限公司 * （於開曼群島註冊成立之有限公司） （股份代號：354） 自願性公告 於本公佈刊發日期，董事會包括三名執行董事，即陳宇紅博士（主席兼首席執行 官）、何寧博士（副主席）及唐振明博士，兩名非執行董事，即張亞勤博士及高良 玉先生，以及三名獨立非執行董事，即賴觀榮博士、巫麗蘭教授及楊德斌先生 太平紳士 。 * 僅供識別 2 本公司於二零二五年十月十五日獲接其主要股東、主席兼執行董事陳宇紅博士（「陳 博士」）通知，陳博士已於二零二五年十月十五日在公開市場購入合共1,000,000股 本公司普通股（「股份」），有關平均價格約為每股股份5.8125港元，有關總金額約 為581.25萬港元（「股權增加」）。根據 ...

Core Viewpoint - The Hong Kong stock market saw a collective decline in the "Xinchuang" concept stocks on October 14, with significant drops in share prices for several companies [2] Company Summaries - Kingsoft Corporation (03888.HK) experienced a decline of 7.44%, trading at 33.84 HKD [2] - ChinaSoft International (00354.HK) fell by 4.75%, with shares priced at 5.81 HKD [2] - Inspur Digital Enterprise (00596.HK) saw a decrease of 4.94%, with its stock at 8.09 HKD [2]

Core Viewpoint - The announcement by former U.S. President Trump regarding export controls on key software to China has led to a decline in Chinese software stocks, with a strong market sentiment for "domestic substitution" in the software industry [1] Group 1: Stock Performance - Chinese software stocks collectively fell, with Kingsoft (03888) down 7.44% to HKD 33.84, ChinaSoft International (00354) down 4.75% to HKD 5.81, and Inspur Digital Enterprise (00596) down 4.94% to HKD 8.09 [1] Group 2: Market Reaction - The lack of a clear definition for "key software" in Trump's announcement has created uncertainty, and negotiations between the U.S. and China are expected to take place [1] - The sentiment for "domestic substitution" has been building since 2018, suggesting that the immediate impact on the fundamentals of Chinese software companies may be limited [1] Group 3: Future Outlook - If the export controls are implemented starting November 1, it is anticipated that Chinese industrial software, office software, and ERP software companies could benefit from the situation [1]

Core Viewpoint - The announcement by former President Trump regarding export controls on key software to China has led to a decline in Chinese software stocks, while also igniting strong market sentiment for "domestic substitution" within the industry [1] Group 1: Stock Performance - Chinese software stocks collectively fell, with Kingsoft (03888) down 7.44% to HKD 33.84, ChinaSoft International (00354) down 4.75% to HKD 5.81, and Inspur Digital Enterprise (00596) down 4.94% to HKD 8.09 [1] Group 2: Market Sentiment and Expectations - The lack of a clear definition for "key software" in Trump's announcement has led to uncertainty, with expectations that negotiations between the US and China will continue [1] - The sentiment for "domestic substitution" has been building since 2018, suggesting that the immediate impact on the fundamentals of Chinese software companies may be limited [1] Group 3: Future Implications - If the export controls are implemented as planned on November 1, it is anticipated that Chinese industrial software, office software, and ERP software companies could benefit from the situation [1]

Core Viewpoint - The announcement by U.S. President Trump regarding export controls on key software to China starting November 1 has sparked strong domestic substitution sentiment in the Chinese software industry [1] Group 1: Impact on Chinese Software Industry - The lack of a clear definition for "key software" and the uncertainty surrounding U.S.-China negotiations suggest that the fundamentals of the industry will not change immediately [1] - If the U.S. implements the export controls as planned, companies in industrial software, office software, and enterprise resource planning (ERP) software sectors in China are expected to benefit [1] Group 2: Preferred Companies - The company prefers Chinese software international and Kingdee International due to their stronger positioning in domestic substitution efforts [1]

Core Viewpoint - Some cloud computing concept stocks are rising against the market trend, indicating potential investor interest in this sector [1] Group 1: Stock Performance - Kingsoft (03888) increased by 15.13%, trading at HKD 36.96 [1] - China Software International (00354) rose by 6.1%, trading at HKD 6.26 [1] - Inspur Digital Enterprise (00596) gained 5.07%, trading at HKD 8.49 [1] - Kingdee International (00268) saw a modest increase of 1.04%, trading at HKD 16.48 [1] Group 2: Regulatory Developments - On October 9, the Ministry of Commerce issued Announcement No. 61 of 2025, implementing export controls on certain overseas rare earth-related items with Chinese components [1] - The new regulations state that military-use exports are generally not permitted [1] - The announcement's attachment has shifted to WPS format, requiring application documents to be submitted in Chinese, which has sparked significant discussion [1] Group 3: Industry Implications - The use of WPS for government documents reflects a broader initiative to promote key technology self-sufficiency and ensure information security [1] - Open Source Securities highlights that ongoing external friction emphasizes the trend towards self-sufficiency in core technology products, suggesting investment opportunities in the "Xinchuang" sector [1]