国泰海通｜计算机：美拟对华“关键软件”实施管制，刺激国产软件加速发展

Group 1 - The core viewpoint is that the U.S. export controls on "critical software" will stimulate the development of domestic software in China, with a focus on basic software, industrial software, and office software [1] - The U.S. plans to implement export controls on "critical software" starting November 1, which includes electronic design automation, industrial software, and basic software, potentially disrupting Chinese companies that rely on U.S. software [1][2] - Domestic software has accumulated the capability to replace U.S. software due to advancements in technology, policy, market, and ecosystem, which will accelerate the localization process of software in China [1] Group 2 - The U.S. emphasis on software supply chain security includes critical software categories such as basic software and industrial software, as outlined in a memorandum from the Office of Management and Budget [2] - The initial phase of the U.S. National Institute of Standards and Technology (NIST) guidelines will focus on independent, internally deployed software that performs security-critical functions [2] - Other software categories like industrial software, office software, and databases are also deemed crucial for software supply chain security and should be considered as critical software [2] Group 3 - The Ministry of Commerce of China announced new export controls on certain foreign rare earth-related items, with military-use exports generally not permitted and advanced semiconductor applications requiring case-by-case approval [3] - The announcement included changes such as the use of WPS format for attachments and the requirement for application documents to be submitted in Chinese [3]