#行情 在中国商务部公告附件首次改为wps格式后，金山办公（688111）周一大涨15%，港股金山软件（03888）大涨16%。 ...

10月9日，商务部发布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，WPS是 由金山办公自主研发的办公软件。 金山软件早盘高开逾9%，截至发稿，股价上涨9.09%，现报35.04港元，成交额5.02亿港元。 金山办公2024年财报显示，WPS Office全球月度活跃设备数（MAD）已超6.32亿，创历史新高，同比增 长6.22%。其中，WPS Office PC版国内日活跃设备数突破1亿。 ...

金山办公2024年财报显示，WPS Office全球月度活跃设备数(MAD)已超6.32亿，创历史新高，同比增长 6.22%。其中，WPS Office PC版国内日活跃设备数突破1亿。 消息面上，10月9日，商务部发布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，WPS是由金山办公自主研发的办公软件。 金山软件(03888)高开逾6%，截至发稿，涨6.48%，报34.2港元，成交额5982.23万港元。 ...

最终用途为研发、生产14纳米及以下逻辑芯片或者256层及以上存储芯片，以及制造上述制程半导体的生产设备、测 试设备和材料，或者研发具有潜在军事用途的人工智能的出口申请，逐案审批。 其中部分条款自12月1日起实施，原产于中国的物项即日起执行。 2025.10. 12 本文字数：778，阅读时长大约1分钟 10月12日，"商务部公告附件首次改为wps格式"词条登上微博热搜。 10月9日，商务部发布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。新规明确，军 事用途出口原则上不予许可。 值得注意的是，除管制规则外，公告附件采用wps格式，申请文件须以中文提交两大细节引发热议。据悉，此前公告 附件都是word或pdf格式。 指引要求,在转移或者出口受本公告管制的物 项时,向下一个接收方出具《合规告知书》。 八、本公告"一（一）"和"一（二）"部分自 2025年12月1日起实施。本公告"一（三）"部分 自公布之日起实施。 附件： 1.物项列表.wps 2.《合规告知书》指引.wps 商务部 2025年10月9日 来源：上观新闻 综合自 每日经济新闻、上海证券报等 微信编辑 | 七三 第一财经持 ...

Group 1 - The Ministry of Commerce announced new export controls on certain overseas rare earth-related items containing Chinese components, effective immediately for items originating from China and with some provisions starting from December 1 [2] - The new regulations state that military-use exports will generally not be permitted, and applications for exports related to research and production of advanced semiconductor technologies will be subject to case-by-case approval [2] - The announcement also noted a shift in the format of the announcement attachments to .wps, requiring application documents to be submitted in Chinese, which has sparked significant discussion [2] Group 2 - Kingsoft Corporation, the developer of WPS Office, has been a key player in the software industry since its founding in 1988, with a diverse range of business lines including cloud computing and gaming [6] - Kingsoft Office reported a revenue of 2.657 billion yuan for the first half of 2025, representing a year-on-year growth of 10.12%, and a net profit of 747 million yuan, up 3.57% year-on-year [6] - The global monthly active device count for WPS Office reached 651 million, marking an 8.56% year-on-year increase and setting a new historical high [6] Group 3 - As of October 10, Kingsoft Office's stock closed at 297 yuan per share, with a total market capitalization of 137.6 billion yuan [7]

（原标题：冲上热搜！不是word，也不是pdf！商务部公告附件首次改为wps格式） 来源：证券时报综合商务部网站、金山办公半年报 10月12日，"商务部公告附件首次改为wps格式"词条登上微博热搜。 据悉，有网友发现，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，申请文件须以中文提交两大细节引发热议。据悉，此前公告附件都是word或pdf格式。 对此，网友认为，wps格式凸显国产软件应用与规则主导权，中文申请要求更在细节处彰显管控力度。 今日，针对"美东时间10月10日，美方宣布，针对中方采取的稀土等相关物项出口管制，将对中方加征100%关税，并对所有关键软件实施出口管 制"相关问题，商务部新闻发言人表示，动辄以高额关税进行威胁，不是与中方相处的正确之道。对于关税战，中方的立场是一贯的，我们不愿 打，但也不怕打。中方敦促美方尽快纠正错误做法，以两国元首通话重要共识为引领，维护好来之不易的磋商成果，继续发挥中美经贸磋商机制 作用，在相互尊重、平等协商基础上，通过对话解决各自关切，妥善管控分歧，维护中美经贸关系稳定、健康、可持续发 ...

来源：证券时报综合商务部网站、金山办公半年报 10月12日，"商务部公告附件首次改为wps格式"词条登上微博热搜。 据悉，有网友发现，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，申请文件须以中文提交两大细节引发热议。据悉，此前公告附件 都是word或pdf格式。 对此，网友认为，wps格式凸显国产软件应用与规则主导权，中文申请要求更在细节处彰显管控力度。 今日，针对"美东时间10月10日，美方宣布，针对中方采取的稀土等相关物项出口管制，将对中方加征100%关 税，并对所有关键软件实施出口管制"相关问题，商务部新闻发言人表示，动辄以高额关税进行威胁，不是与 中方相处的正确之道。对于关税战，中方的立场是一贯的，我们不愿打，但也不怕打。中方敦促美方尽快纠正 错误做法，以两国元首通话重要共识为引领，维护好来之不易的磋商成果，继续发挥中美经贸磋商机制作用， 在相互尊重、平等协商基础上，通过对话解决各自关切，妥善管控分歧，维护中美经贸关系稳定、健康、可持 续发展。如果美方一意孤行，中方也必将坚决采取相应措施，维护自身正当权益。具体可戳： ...

Core Viewpoint - The article discusses the recent announcement by the Ministry of Commerce regarding export controls on certain rare earth items with Chinese components, highlighting the shift to WPS format for application documents and the requirement for submissions in Chinese, which reflects a stronger regulatory stance [2][3]. Group 1: Export Control Announcement - On October 9, the Ministry of Commerce issued Announcement No. 61 of 2025, implementing export controls on certain rare earth-related items with Chinese components [2]. - The announcement's details, including the use of WPS format for attachments and the requirement for applications to be submitted in Chinese, have sparked significant public discussion [2][3]. Group 2: Response to U.S. Tariffs - In response to the U.S. imposing a 100% tariff on Chinese rare earth exports and other key software, the Ministry of Commerce emphasized that high tariffs are not the correct approach for U.S.-China relations [3]. - The Chinese government maintains a consistent stance against trade wars, expressing a willingness to engage in dialogue while also being prepared to take necessary measures to protect its rights [3]. Group 3: Company Overview - Kingsoft Office - Kingsoft Office, the developer of WPS Office, was founded in 1988 and is one of China's earliest internet software companies, with a diverse business portfolio including cloud computing and gaming [4]. - As of June 2025, WPS Office reported 651 million monthly active devices globally, marking an 8.56% year-on-year increase [4]. - The company's revenue for the first half of 2025 reached 2.657 billion yuan, a 10.12% increase year-on-year, with a net profit of 747 million yuan, reflecting a 3.57% growth [4].

Investment Rating - The report maintains a positive outlook for the computer industry, expecting a continued "scissor difference" in Q3 2025, indicating structural growth despite varying performance among companies [3][4][11]. Core Insights - The report predicts that 22% of the tracked companies will see net profit growth exceeding 50%, with notable performers including 深信服 (1528%), 卡莱特 (998%), and 新国都 (235%) [4][5]. - The report highlights a trend of cost reduction through layoffs and non-essential cost cuts, leading to improved efficiency and profitability across the industry [3][4]. - The report identifies key investment targets in various segments, including AIGC, digital economy leaders, and data innovation [3][4]. Summary by Sections Q3 2025 Performance Forecast - Among 54 tracked companies, 11 are expected to exceed 50% profit growth, while 9 will see growth between 30%-50% [4][5]. - 36% of companies are projected to have growth between 0%-30%, and 22% are expected to experience a decline [5][6]. Key Company Performances - 深信服 is projected to achieve a staggering 1528% profit growth, while 卡莱特 is expected to see 998% growth [4][5]. - Companies like 海康威视 and 金山办公 are expected to maintain stable growth rates of around 9% and 15%, respectively [8][10]. - 联想集团 is forecasted to face a significant decline of 99% in profit, indicating challenges in its operational strategy [6][10]. Investment Targets - The report categorizes investment targets into four segments: AIGC, digital economy leaders, data innovation, and AIGC computing power [3][4]. - Notable companies in the AIGC segment include 金山办公 and 道通科技, while 海光信息 and 软通动力 are highlighted in the data innovation category [3][4].

Group 1 - The Ministry of Commerce announced export controls on certain overseas rare earth-related items containing Chinese components, with specific details sparking discussions among netizens [2] - The announcement's attachment requires application documents to be submitted in Chinese and in WPS format, highlighting the emphasis on domestic software application and regulatory authority [3] - The spokesperson for the Ministry of Commerce criticized the U.S. for imposing high tariffs and emphasized China's consistent stance against trade wars, advocating for dialogue to resolve concerns and maintain stable economic relations [3] Group 2 - WPS Office, developed by Kingsoft Corporation, is a leading office software suite in China, with a history dating back to 1988 [4] - As of June 2025, WPS had 651 million monthly active devices globally, representing an 8.56% year-on-year increase, with the PC version growing by 12.29% and the mobile version by 5.48% [4] - In the first half of 2025, Kingsoft reported revenue of 2.657 billion yuan, a 10.12% increase year-on-year, and a net profit of 747 million yuan, up 3.57% [5] - The company invested 959 million yuan in R&D, an 18.70% increase, with R&D expenses accounting for approximately 36% of total revenue [5]