证券代码：603232 证券简称：格尔软件 公告编号：2026-005 格尔软件股份有限公司 关于上海证券交易所对公司业绩预告相关事项问询 函的回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 公司 2025 年年度财务报告审计工作尚在进行中，本回复中涉及的 2025 年度 相关财务数据（包括但不限于营业收入、营业成本、毛利率、净利润、资产减 值计提金额、应收账款余额等）均为公司财务部门初步测算结果，与最终审计 数据可能存在差异，具体准确的财务数据请以公司后续正式披露的 2025 年年度 报告为准，请投资者注意投资风险。 格尔软件股份有限公司（以下简称"公司"）于近期收到了上海证券交易所 上市公司《关于格尔软件股份有限公司 2025 年度业绩预告相关事项的问询函》 （上证公函【2026】0145 号）（以下简称"问询函"），公司及相关方对《问 询函》提到的问题进行了认真讨论和研究，现将《问询函》所涉及问题的回复公 告如下： 一、业绩预告显示，公司 2025 年度预计实现营业收入 3.30 亿元到 3.7 ...

关于格尔软件股份有限公司 2025 年度业绩预告相关事项 的问询函中就相关事项会计师发表意见 上会业函字（2026）第 0215 号 根据上海证券交易所下发的《关于格尔软件股份有限公司 2025 年度业绩预告相关 事项的间询函》（上证公函《2026》0145 号）的要求，上会会计师事务所（特殊普通合 伙）(以下简称会计师或我们)对问询函中提到的需要年审机构核查并发表明确意见的 问题进行了认真核查。现将有关问题的核查意见说明如下: 间题一 一、业绩预告显示,公司 2025 年度预计实现营业收入 3.30 亿元到 3.70 亿元,较上 年下滑幅度超过 30%,实现扣除与主营业务无关和无商业实质的营业收入 3.30 亿元至 3.70 亿元,不涉及金额较大的营收扣除项目。一、业绩预告显示,公司 2025 年度预计 实现营业收入 3.30 亿元到 3.70 亿元,较上年下滑幅度超过 30%,实现扣除与主营业务 无关和无商业实质的营业收入3.30亿元至3.70亿元,不涉及金额较大的营收扣除项目。 请公司:（1）分主要产品类别列示 2025 年度预计实现营业收入的具体金额、占比、毛 利率及同比变动情况,并说明主要影响因素; ...

证券代码：603232 证券简称：格尔软件 公告编号：2026-004 格尔软件股份有限公司 关于使用部分闲置募集资金购买理财产品到期赎回 并再次进行现金管理的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 基本情况 | 投资金额 | 6,000 万元 | | --- | --- | | 投资种类 | 券商理财 | | 资金来源 | 募集资金 | 已履行及拟履行的审议程序 公司于 2025 年 4 月 24 日召开了公司第八届董事会第二十七次会议、第八届 监事会第十八次会议，审议通过了《关于使用部分闲置募集资金进行现金管理的 议案》。同意公司使用总额不超过人民币 1.9 亿元（含 1.9 亿元）的闲置募集资金 进行现金管理，在 12 个月内（含 12 个月）该项资金额度可滚动使用（以保证募 集资金项目建设和使用为前提），并授权公司董事长在上述额度范围和时效内行 使该项投资决策权并签署相关合同文件，并由公司管理层组织相关部门实施。使 用期限自获得公司第八届董事会第二十七次会议审议通过之日起 12 个月内（含 ...

Market Overview - The A-share market continues to experience slight fluctuations, with the Shanghai Composite Index changing between red and green over 10 times, while the CSI 1000 index has risen for the fourth consecutive day, reaching a nearly 9-year high since April 2017 [1][10] - The market turnover remains stable, with sectors such as rare metals, artificial intelligence, supercritical power generation, and hotel catering showing strong performance, while sectors like glass fiber, communication equipment, consumer electronics, and aviation equipment are underperforming [1][10] Supercritical Power Generation - The supercritical power generation sector has been gaining momentum, with the sector index hitting historical highs for four consecutive days. Companies like Jin Modern and Yunnan Energy have seen rapid stock price increases, with Yunnan Energy achieving a seventh consecutive day of gains [2][12] - Recent developments include the successful operation of the world's first commercial supercritical carbon dioxide power generation unit in Guizhou, and the initiation of construction for a 2×660 MW ultra-supercritical coal-fired power project, which is expected to complete an investment of 2.349 billion yuan by 2026 and generate approximately 6 billion kWh annually [4][12] - The technology is projected to support lower energy consumption and carbon emissions, with installations planned primarily in coal-rich regions like Xinjiang, Shanxi, and Inner Mongolia, potentially transforming coastal provinces with higher environmental standards [5][13] Artificial Intelligence Sector - The artificial intelligence sector is witnessing a strong rally, with significant inflows of capital. The AI sector has attracted over 11.7 billion yuan in net inflows, with companies like Huasheng Tiancai and Yuntian Lifa receiving substantial investments [6][15] - Recent reports indicate that in the second week of February, the usage of Chinese AI models surpassed that of American models for the first time, with a total of 41.2 trillion tokens compared to 29.4 trillion tokens from the U.S. [8][16] - Four out of the top five AI models by usage on the OpenRouter platform are from Chinese companies, contributing to 85.7% of the total usage among the top models [9][16]

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300059 | 东方财富 | -0.31% | 9.53% | | 300033 | 同花顺 | 0.14% | 9.49% | | 300803 | 指南针 | -0.33% | 6.71% | | 600570 | 恒生电子 | 0.47% | 6.52% | | 300339 | 润和软件 | 6.59% | 5.63% | | 002065 | 东华软件 | 2.21% | 2.93% | | 000997 | 新大陆 | -0.75% | 2.87% | | 002152 | 广电运通 | 1.10% | 2.45% | | 300085 | 银之杰 | 1.01% | 2.43% | | 300468 | 四方精创 | 2.52% | 2.35% | （以上所列股票仅为指数成份股，无特定推荐之意） 金融科技ETF华夏(516100)，场外联接(华夏中证金融科技主题ETF发起式联接A：023884；华夏中证金融科技主题ETF发起式联接C：023885)。 费率方面，金融科技ETF华夏管理费 ...

（文章来源：每日经济新闻） 每经AI快讯，2月27日，网络安全指数盘中上涨2%，成分股呈现普涨态势。烽火通信、格尔软件涨停， 信安世纪涨超7%，安恒信息涨超6%，拓尔思涨超4%。 ...

Company Overview - Geer Software Co., Ltd. is located in Songjiang District, Shanghai, and was established on March 3, 1998. The company went public on April 21, 2017. Its main business involves the research, production, sales, and service of commercial cryptographic software products centered around Public Key Infrastructure (PKI) [1] - The revenue composition of Geer Software includes: 42.98% from PKI security application products, 33.02% from general security products, 23.94% from PKI infrastructure products, and 0.07% from other products [1] Stock Performance - On February 10, Geer Software's stock fell by 5.04%, trading at 26.77 yuan per share, with a transaction volume of 663 million yuan and a turnover rate of 10.57%. The total market capitalization is 6.266 billion yuan [1] Shareholder Information - Among the top ten circulating shareholders of Geer Software, Huabao Fund's Huabao CSI Financial Technology Theme ETF (159851) increased its holdings by 1.3458 million shares in the third quarter, holding a total of 2.8065 million shares, which accounts for 1.21% of the circulating shares. The estimated floating loss today is approximately 3.9852 million yuan [2] - The Huabao CSI Financial Technology Theme ETF was established on March 4, 2021, with a current scale of 10.084 billion yuan. Year-to-date returns are 0.59%, ranking 4989 out of 5569 in its category; the one-year return is 12.12%, ranking 3597 out of 4295; and since inception, the return is 70.22% [2] - The fund managers of Huabao CSI Financial Technology Theme ETF are Chen Jianhua and Cao Xuchen, with respective management tenures of 13 years and 265 days [2]

Core Viewpoint - The article highlights a significant breakthrough in scalable quantum network research by the team led by Academician Pan Jianwei from the University of Science and Technology of China, marking a transition from theoretical concepts to practical possibilities in quantum communication and expanding China's international leadership in this field [1][2]. Group 1: Breakthroughs in Quantum Technology - The research team has constructed the basic module for a scalable quantum relay, enabling long-distance quantum networks to become a reality [2][3]. - The team achieved high-fidelity entanglement between single-atom nodes over long distances and successfully extended the transmission distance of device-independent quantum key distribution (DI-QKD) beyond 100 kilometers [2][4]. - These advancements are seen as a milestone following the "Mozi" quantum satellite, further solidifying China's position in quantum communication and networking [2][3]. Group 2: Market Response and Investment Opportunities - Following the announcement, several quantum technology stocks surged in the A-share market, with notable increases in companies like Longfly Fiber, Geer Software, and Hengtong Optic-Electric [1][5]. - The quantum computing market is projected to grow from $800 million in 2021 to $50.37 billion by 2024, with an expected CAGR of 87.64% reaching approximately $219.98 billion by 2030 [5]. - The article emphasizes that quantum computing could address the increasing demand for computational power in the AI era, providing a new paradigm for computational supply [5]. Group 3: Quantum Computing Industry Chain - The upstream of the quantum computing industry chain includes dilution refrigerators, measurement and control systems, and quantum chips, which collectively account for about 86% of the core segments [6]. - Domestic companies are accelerating innovation and domestic substitution in response to strict regulations on high-end measurement and control equipment in Europe and the U.S. [6]. - The article notes that the application market for quantum computing in fields such as financial risk control, biomedicine, and chemical material design is expected to exceed $100 billion in the next decade [6].

Group 1: Alphabet's Financial Performance - Alphabet's Q4 revenue reached $113.83 billion, a year-over-year increase of 18%, surpassing the forecast of $111.4 billion [1] - Google Services revenue was $95.86 billion, up 14% year-over-year, while Google Cloud revenue grew by 48% to $17.66 billion [1] - The net profit for Q4 was $34.455 billion, reflecting a 29.8% increase compared to the previous year [1] Group 2: User Growth and Future Investments - The monthly active users (MAU) of Alphabet's large model Gemini exceeded 750 million, up from 650 million in the previous quarter [1] - The company anticipates capital expenditures of $175 billion to $185 billion for 2026, nearly double the expected $119.5 billion for 2025 [1] Group 3: Semiconductor Industry Trends - The semiconductor materials and equipment index fell by 3.39% as of February 5, 2026, with leading stocks like Huafeng Measurement and Control down by 7.66% [1] - The semiconductor equipment ETF saw a decline of 3.20%, with a latest price of 1.7 yuan [1] Group 4: ETF Performance and Fund Flows - The semiconductor ETF experienced a significant growth of 1.6 billion yuan in the past two weeks, leading its category [3] - The semiconductor equipment ETF has a current scale of 2.725 billion yuan, while the innovation ETF saw a recent increase of 607.49 million yuan [3] - Recent fund flows indicate a net outflow of 593.88 million yuan for the semiconductor ETF, but a net inflow of 2.02 billion yuan over the last five trading days [3] Group 5: Cloud Pricing Trends - Open Source Securities suggests that AWS and Google have initiated cloud price increases, which may prompt domestic cloud providers to follow suit [3] - The rationale behind the price hikes is attributed to recent increases in CPU and storage costs, alongside a surge in computational demand due to complex task execution [3]

Group 1 - The core viewpoint of the articles highlights the significant impact of AI applications on the financial technology sector, leading to a notable decline in fintech stocks, with several companies experiencing drops of over 5% [1] - The financial technology ETF (159851) saw a 3% decline during intraday trading, but there was active buying interest, with over 900 million yuan accumulated in the past week [1][3] - Guotai Junan Securities anticipates that AI will drive the upgrade of the fintech industry, creating new investment opportunities, particularly in areas such as financial IT, intelligent investment research, and consumer finance [3] Group 2 - The financial technology ETF (159851) has a current scale exceeding 11 billion yuan, with an average daily trading volume of 800 million yuan over the past six months, indicating strong liquidity compared to other ETFs tracking the same index [3] - The report recommends focusing on core companies benefiting from digital currency upgrades, intelligent investment services, and consumer finance innovations, suggesting a multi-faceted approach to capture fintech opportunities [3] - The ETF and its related funds are structured to cover a wide range of themes, including internet brokerage, financial IT, cross-border payments, and AI applications, aligning with the current market trends [3]