Group 1 - The article highlights the urgency of domestic software innovation and transformation in response to potential tariffs imposed by the U.S. on Chinese imports, as stated by Trump on October 10, 2023, suggesting a 100% additional tariff on all goods imported from China starting November 1, 2025 [4] - The Chinese government has issued a notification on September 30, 2023, allowing domestic products to enjoy a 20% price evaluation discount in government procurement, enhancing the competitive edge of local products [5] - Significant progress has been made in the domestic software replacement sector, with various key software types achieving substantial advancements in 2023, including EDA software with an 80% coverage by Huada Jiutian, the launch of Zhongwang CAD Linux 2026, and the development of the TPT 2 model by Zhongkong Technology [6] Group 2 - The article discusses the strategic importance of EDA software in the integrated circuit industry, noting that Huada Jiutian has successfully launched seven core EDA tools and established nine key solutions by mid-2025 [6] - Zhongwang Software has released Zhongwang CAD Linux 2026, which provides secure and efficient digital tools for critical industries such as construction and energy, furthering its "All-in-One CAx" strategy [6] - The TPT 2 model developed by Zhongkong Technology aims to address long-standing issues in process industries, demonstrating economic benefits through enhanced efficiency and cost reduction [6] - Kingsoft Office has adapted its WPS Office product matrix to align with domestic chips and operating systems, indicating a broader implementation of domestic software standards in government sectors [6]

这一调整被市场解读为国产软件在关键政务场景中实现"标准替代"的重要信号。 商务部在10月9日发布的稀土出口管制公告中，首次将其附件文档格式由惯用的Word或PDF改为WPS格 式，还强调申请文件须以中文提交。 商务部公告附件首次改为wps格式 今日国产软件板块走高，其直接催化源于昨日一则登上微博热搜的消息——商务部公告附件首次改为 wps格式。 10月13日，A股软件开发板块开盘表现强势，盘中一度逆势上涨1.71%。尽管午间收盘有所回落，但个 股层面仍亮点频出：盈建科20CM涨停，华大九天涨超13%，金山办公盘中一度冲高17%，午间仍保持 超7%的涨幅，达梦数据、索辰科技等多股也集体跟涨。 | 代码 名称 | 涨跌 涨幅� 现价 | | --- | --- | | 300935 盈建科 | 33.76 +5.63 +20.01% | | 301269 华大九天 | 137.84 +16.03 +13.16% | | 300379 *ST东通 | 2.29 +0.23 +11.17% | | 300598 诚迈科技 | 54.50 +4.27 +8.50% | | 688152 麒麟信安 | 56.97 +4. ...

Group 1 - The core viewpoint of the articles highlights the positive performance of the software industry in China, with significant growth in revenue and profits, as well as a favorable government policy promoting domestic products in procurement [1][2]. Group 2 - As of 13:21, the Shenzhen Component Index rose by 1.54%, the ChiNext Index increased by 1.34%, and the CSI Software Index saw a rise of 2.87%. Notable individual stock performances included Keda Xunfei up over 6% and several others like 360 and China Software rising over 3% [1]. - The software business revenue reached 96,409 billion yuan in the first eight months of 2025, marking a year-on-year increase of 12.6%. The total profit of the software industry was 13,186 billion yuan, reflecting a 13.0% year-on-year growth [2]. - Software business exports amounted to 404.4 million USD, showing a year-on-year growth of 6.4% [2]. - The Software ETF (159852) tracking the CSI Software Service Index had a management fee rate of 0.50% and a custody fee rate of 0.10% annually. The top ten weighted stocks in the ETF account for over 62.41% of the total weight [2].