金融科技ETF华夏跟踪金融科技指数（930986.CSI），按申万二级行业分类，金融科技ETF华夏跟踪的 指数权重集中于软件开发（49.81%）、IT服务Ⅱ（24.05%）、证券Ⅱ（9.57%）、计算机设备 （9.40%）、通信设备（3.99%）等板块。 （文章来源：每日经济新闻） 截至2026年1月15日 14点01分 ，A股三大指数集体回落，上证指数跌0.44%，深证成指跌0.13%，创业板 指跌0.42%。金融科技ETF华夏（516100）下跌3.90%，最新报价1.527元，盘中成交额已达1.09亿元，换 手率8.43%。成分股方面涨跌互现，中科金财领涨2.20%；星环科技-U领跌19.86%，拓尔思下跌 13.31%，普元信息下跌9.17%，格尔软件下跌7.81%，赢时胜下跌7.68%。 截至1月14日，金融科技ETF华夏近两周累计涨幅14.32%，wind全A涨幅5.80%，阶段跑赢，强于大势。 金融科技ETF华夏盘中二级市场价格冲高至1.648元，创近一个月以来新高。 从估值层面来看，金融科技ETF华夏跟踪的金融科技最新市盈率（PE-TTM）仅83.42倍，处于近1年 73.97%的分位，即估值 ...

产业发展的加速，也让市场规模迎来确定性增长。据中研普华研究院预测，2025年全球量子科技市场规 模将突破61亿美元，中国市场规模有望达到115.6亿元，五年复合增长率超过30%。 政策与市场的双重利好，让量子科技成为投资者关注的焦点，不少投资者在互动平台密集询问上市公司 的相关业务布局。从企业回应来看，产业链各环节已开始积极布局：启明星辰（002439）携手中国移动 （600941）跟进量子科技前沿技术，围绕量子计算安全威胁展开研究，不仅升级了抗量子密码体系，还 在VPN产品中融合量子密钥分发技术，相关成果已在金融、电信等关键信息基础设施领域成功落地；久 之洋（300516）聚焦光学与光量子技术的融合应用，侧重光量子器件及组件研究，其核心产品已广泛应 用于国防、工业测温、低空经济等领域；必创科技（300667）则为量子科学实验提供仪器和测量系统， 包括光学调整架、光谱仪、ODMR测量系统等，不过公司也提示相关订单规模较小，存在投资风险。 值得注意的是，尽管产业前景广阔，但当前量子科技的发展仍面临诸多挑战。胡麒牧表示，量子科技仍 处于技术攻关的关键阶段，量子芯片稳定性、纠错机制等核心难题尚未完全解决，产业发展仍 ...

德美化工涨停，科大国创涨超10%，国盾量子、格尔软件、辰光医疗、吉大正元、富士达涨幅靠前。 (本文来自第一财经) 德美化工涨停，科大国创涨超10%，国盾量子、格尔软件、辰光医疗、吉大正元、富士达涨幅靠前。 (本文来自第一财经) ...

AI and Digital Marketing - Company launched AI marketing tool eGenius, generating initial AI marketing revenue [2] - Liou Co. introduced a large model in marketing, providing a one-stop intelligent platform for advertising clients [2] - Company developed HochiGEO AI tool for monitoring AI search platforms, offering strategies for content distribution [2] - Company created "Lingxi AI" to assist in marketing processes, integrating various AI services [2] - Company partnered with universities to explore AI applications in intelligent communication [2] Healthcare and Medical Technology - Company implemented AI report interpretation in hospitals, enhancing patient experience and improving medical record quality [4] - Company collaborated with Huawei to develop a health management AI robot, aiming to lead the industry [4] - Company integrated advanced medical management experience with AI products to enhance healthcare information systems [4] Satellite and Communication Technology - Company is a major player in satellite internet, providing integrated baseband and RF chips [5] - Company launched innovative products for smart shipping and satellite internet platforms [4] - Company is involved in low-orbit satellite communication, developing relevant products [4] Financial Technology - Company is a leading provider of smart banking solutions, exploring AI applications in finance [7] - Company is a major shareholder in Tianhong Fund, enhancing its financial service capabilities [7] - Company utilizes blockchain technology to create a digital bill system [7] Consumer Goods and Retail - Company is a leading retail chain in Zhejiang, focusing on prepared food sales [8] - Company is a major player in outbound tourism, exploring "tourism + shopping" business models [8] - Company is a leading e-commerce platform for alcoholic beverages, managing various well-known brands [8]

当前，我国国内金融业正跨越试点阶段，推动生成式AI规模化融入核心业务流程。据Gartner预测， 2026年超80%的银行将采用生成式AI。在监管层"人工智能+"政策引导下，AI正从辅助工具升级为可自 主决策、驱动信贷、风控等高价值流程的"业务引擎"。 1月14日，三大指数集体走强，AI应用再度爆发，炒股软件盘中异动拉升，截至11:12，证券ETF华夏 （515010）涨1.89%，其持仓股华林证券10CM涨停，湘财证券、中银证券、东方财富等股纷纷走强， 金融科技ETF华夏（516100）涨7.23%，其持仓股拉卡拉20CM涨停，格尔软件、税友股份、恒银科技等 股批量涨停，星环科技、新致软件、赢时胜等股涨幅超10%。 相关分析指出，在A股整体向好、科技创新主线明确的背景下，金融科技板块有望成为市场关注的焦 点。金融科技板块直接受益于市场交易活跃度的提升，同时正处于数字金融改革、AI技术向核心业务 渗透等多重产业趋势的交汇点，GEO新概念、AI金融应用的规模化落地及金融信创的推进，有望持续 为板块提供上涨动能，长期配置价值凸显。 （文章来源：每日经济新闻） ...

Group 1 - The core point of the article highlights the recent performance of Geer Software, which saw a 5.57% increase in stock price, reaching 26.55 yuan per share, with a trading volume of 401 million yuan and a turnover rate of 6.73%, resulting in a total market capitalization of 6.215 billion yuan [1] - Geer Software, established on March 3, 1998, and listed on April 21, 2017, specializes in the research, production, and sales of commercial cryptographic software products, primarily focusing on Public Key Infrastructure (PKI) [1] - The revenue composition of Geer Software includes PKI security application products at 42.98%, general security products at 33.02%, PKI infrastructure products at 23.94%, and other products at 0.07% [1] Group 2 - The largest shareholder among Geer Software's top circulating shareholders is the Huabao CSI Financial Technology Theme ETF (159851), which increased its holdings by 1.3458 million shares in the third quarter, now holding 2.8065 million shares, accounting for 1.21% of circulating shares [2] - The Huabao CSI Financial Technology Theme ETF has a current scale of 12.319 billion yuan, with a year-to-date return of 9.61%, ranking 842 out of 5520 in its category, and a one-year return of 44.5%, ranking 1938 out of 4203 [2]

量子科技概念盘中震荡拉升，德美化工涨停，科大国创涨超10%，国盾量子、格尔软件、辰光医疗、吉 大正元、富士达涨幅靠前。 ...

Group 1 - The core viewpoint of the news is the significant surge in AI application stocks, with multiple companies experiencing substantial price increases, indicating a strong market interest in AI technologies [1][3]. - The recent strong performance of domestic large model companies MiniMax and Zhipu after their listings in Hong Kong signals the successful "capital closure" of domestic large models, marking the beginning of the "commercial value realization" in AI applications [3]. - Three new hotspots in the AI application field have emerged: AI for Science (AI4S), Generative Engine Optimization (GEO), and AI in healthcare, with notable developments such as OpenAI's launch of "ChatGPT Health" and the rapid user growth of "Ant Financial's" health feature [3]. Group 2 - Guojin Securities recommends four key directions in AI applications: super entry points, AI infrastructure, high growth sectors, and high barrier industries, emphasizing the commercial potential of AI technologies in various fields [4]. - The current geopolitical climate and the trend towards self-sufficiency in technology have increased the urgency for domestic innovation, supported by government initiatives and the need for national security [7]. - The 信创 ETF fund, which tracks the 中证信创 index, has seen significant price increases, reflecting strong market interest in the domestic innovation sector, particularly in software development [5][7].

Group 1 - Quantum technology concept saw significant intraday movement, with Shenzhou Information hitting the daily limit up [1] - Other companies such as Keda Guokai, Fujida, Geer Software, Zhejiang Dongfang, and Guodun Quantum also experienced rapid gains [1]

证券代码：603232 证券简称：格尔软件 公告编号：2026-001 格尔软件股份有限公司 基本情况 关于使用部分闲置募集资金进行现金管理的进展公 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： 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 12 个月）有效。 特别风险提示 尽管本次公司购买的为安全性高、流动性好、风险低的保本型理财产品，但 金融市场受宏观经济、财政及货币政策的影响较大，不排 ...