Russia has been comprehensively sanctioned by European and American technology giants: with the advancement of the war between Russia and Ukraine, American technology giants have successively announced sanctions against Russia. In terms of hardware, technology enterprises such as Intel, AMD, Lenovo, Dell and Apple announced to stop supplying to Russia. In terms of software, software giants such as SAP and Oracle announced to stop product sales and services in Russia. This means that enterprises and institutions using these giant products will face paralysis.
Open source software is not safe: on the one hand, the use of open source software still faces the risk of sanctions. GitHub, an open source community, strictly restricts Russia’s access to technology and other items needed to maintain its aggressive military capability. On the other hand, the risk of open source security vulnerabilities is significant. According to the 2021 open source security and risk analysis report of Xinsi technology, 84% of the code bases contain at least one vulnerability, the proportion of vulnerabilities has increased year by year in recent three years, and 60% of the audited code bases contain high-risk vulnerabilities.
Russia has been prepared for localization earlier: subject to these sanctions, the Global Times reported that Russia is ready to enable its own Internet system. Russia laid out it localization earlier, issued relevant localization policies as early as 2013, and has relevant alternative products for key basic software and hardware such as chips and operating systems.
The western scientific and technological sanctions against Russia tell us that the localization of it facilities should face the whole industrial chain: China should ensure the localization of all links of it facilities. From the perspective of Western sanctions against Russia, it can be described as all-round. Any link that cannot be guaranteed to be independent and controllable will become the weakness of being attacked. For China, whether it is the design, manufacturing and packaging of chips, or the independent development of operating systems and community open source, it needs independent and controllable back-up preparation. Localization ensures the normal operation of social economy and national security, and lays a solid foundation for the development of the country’s own information technology industry in the future.
Industry related target: Chip: Dawning Information Industry Co.Ltd(603019) , Changsha Jingjia Microelectronics Co.Ltd(300474) , China Greatwall Technology Group Co.Ltd(000066) ; Complete machine: Digital China Group Co.Ltd(000034) , Inspur Electronic Information Industry Co.Ltd(000977) ; Operating system: China National Software And Service Company Limited(600536) , Archermind Technology (Nanjing) Co.Ltd(300598) ; Database: Beijing Vastdata Technology Co.Ltd(603138) , Taiji Computer Corporation Limited(002368) ; Middleware: Beijing Tongtech Co.Ltd(300379) , Beijing Baolande Software Corporation(688058) ; Application software: Yonyou Network Technology Co.Ltd(600588) , Beijing Kingsoft Office Software Inc(688111) ; Peripherals: Ninestar Corporation(002180) .
1) risk promotion: less than expected; 2) The progress of technological innovation is less than expected; 3) The epidemic risk is higher than expected; 4) Geopolitical risks.
