7月31日，中望软件发布公告称，公司获悉，Autodesk, Inc.（以下简称"Autodesk"）在美国加利福尼亚北区联邦地区法院起 诉公司及有关主体著作权侵权等事项。Autodesk 指控公司及相关主体存在侵犯其著作权、商业秘密以及违反双方既有协议 等行为，其诉讼请求主要包括:请求法院对中望软件及相关主体发布禁令，判令其承担侵权及违约责任以及赔偿相应损失。 对此，中望软件在公告中表示，公司对 Autodesk 主张不予认可，将积极采取有力措施应诉，切实维护公司和股东的利益不 受侵害。 中望软件强调，公司自成立以来，始终高度重视研发创新，所研发的软件均拥有自主的知识产权。公司专注于工业设计软 件超过20 年，已经建立了以"自主二维 CAD、三维 CAD/CAM、流体/结构/电磁等多学科仿真"为主的自主核心技术与产品 矩阵。 中望软件表示，高度重视上述诉讼，将采取有力措施积极应诉。鉴于目前具体涉诉金额尚未明确，且该诉讼案件尚未开庭 审理，最终的判决结果尚不确定，目前中望软件无法预计对公司本期及期后损益的影响，最终实际影响以法院生效判决为 准。 （文章来源：广州日报） ...

Investment Rating - The report maintains an "Outperform" rating for the industry [2]. Core Insights - The AI chip and CPU sectors are moving towards self-sufficiency, with significant growth potential in domestic chip production as companies like Alibaba, Tencent, and Huawei increase their investments in chip development [3][10]. - The domestic software industry is expected to accelerate, with the foundational software market projected to grow from approximately 153.8 billion RMB in 2023 to 432.76 billion RMB by 2025, reflecting a compound annual growth rate (CAGR) of about 48% [48]. - The autonomous driving chip market is also seeing a shift towards domestic production, with a notable increase in the output of domestic chips as the new energy vehicle industry expands [3][10]. Summary by Sections 01: AI Hardware: AI Chips + CPUs - The U.S. has added several Chinese AI companies to its entity list, increasing the difficulty of importing related components, which emphasizes the need for self-sufficiency in the AI industry [5]. - In 2024, China's AI chip shipments are estimated at 2.7 million units, with domestic brands accounting for only 30% of the market, indicating a significant reliance on imports [15]. - The market for AI chips in China is projected to grow rapidly, with a CAGR of 66.4% from 2020 to 2024, reaching a market size of approximately 1.412 trillion RMB in 2024 [15]. 02: Accelerated Development of the Trustworthy Computing Industry - The trustworthy computing industry is expected to grow significantly, with a market size projected to reach 3.38 trillion RMB by 2025, driven by increased domestic demand and government support [48]. - The foundational software market is anticipated to see rapid growth, with key segments such as operating systems and databases showing substantial potential for domestic replacement [48][51]. 03: Domestic Autonomous Driving Chips - In 2024, the output of domestic autonomous driving chips is expected to increase, with domestic manufacturers gradually catching up in terms of technology and production capacity [3][10]. - The market for intelligent cockpit chips is also expanding, with domestic chips currently accounting for only 10% of the market, indicating significant room for growth [3][10]. 04: Investment Recommendations - The report suggests actively monitoring the trustworthy computing industry chain due to the ongoing U.S. trade policies and technology restrictions, which are likely to drive domestic production and innovation [3].