证券代码：603232 证券简称：格尔软件 公告编号：2026-007 格尔软件股份有限公司 基本情况 | 投资金额 | 5,500 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 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，不排除该项投资的收益会受 到市场波动的影响。敬请广大投资者注意防范投 ...

二、离任对公司的影响 截至本公告披露日，蔡冠华先生持有公司 2024 年限制性股票激励计划已授 予但尚未解除限售的限制性股票 180,000 股。辞职后，蔡冠华先生所持有的限制 性股票将依照《上市公司股权激励管理办法》《格尔软件股份有限公司 2024 年 限制性股票激励计划》等相关规定，在后续办理回购注销手续。 根据《中华人民共和国公司法》《公司章程》及相关规定，蔡冠华先生的辞 职报告自送达公司董事会之日起生效。蔡冠华先生所负责的工作已按照相关法律 法规及公司有关规定做好妥善交接，不存在应当履行而未履行的承诺，其离任不 会对公司正常经营活动产生不利影响。为保障董事会工作的正常开展，在公司正 式聘任董事会秘书之前，暂由公司董事长孔令钢先生代为履行董事会秘书职责。 公司将按照相关规定尽快完成新任董事会秘书的选聘工作。 蔡冠华先生在担任公司董事会秘书期间恪尽职守、勤勉尽责，公司及公司董 事会对其在任职期间所做的贡献表示衷心感谢！ 证券代码：603232 证券简称：格尔软件 公告编号：2026-006 格尔软件股份有限公司 关于董事会秘书辞职的公告 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 ...

Investment Rating - The report maintains a "Positive" investment rating for the quantum computing industry [5]. Core Insights - Quantum computing has made significant breakthroughs, particularly in error correction, bringing it closer to fault-tolerant quantum computing and accelerating commercialization [3]. - Government policies supporting quantum computing as a new productive force are expected to create a larger market space and unlock performance potential [3]. - Investors are advised to focus on upstream core equipment and components, midstream integrated platforms, and downstream application security sectors [3]. Summary by Sections 1. Classic Computing Performance Bottlenecks - The performance of classical computing is showing signs of stagnation, with quantum computing emerging as a new paradigm for accelerated computation [9][14]. - Quantum computing leverages quantum superposition and entanglement to process information in parallel, significantly reducing computational complexity for specific problems [8][14]. 2. Mainstream Quantum Computing Technology Paths - Multiple quantum computing technologies are being developed, including superconducting, ion trap, neutral atom, and photonic quantum computing, each with its own advantages and challenges [8][41]. - The progress in quantum computing has accelerated, with significant advancements in quantum superiority and error correction capabilities [8][41]. 3. National Policies Focused on Quantum Technology - Major countries are formulating quantum technology strategies and investing heavily, with the U.S. and China leading in government support and funding [8][9]. - Policies are accelerating industry development through planning, financial investment, and export controls [9]. 4. Accelerating Development of the Quantum Computing Industry - The quantum computing industry is in its early commercialization stage, primarily focusing on research-grade systems and key components, with revenue largely driven by government and research institution demand [8][9]. - Key players in the industry include IBM, Google, and domestic companies like GuoShun Quantum and Benyuan Quantum, which are making significant progress in core technology development [8][9]. 5. Overview of Domestic Quantum Computing Companies - Notable companies include GuoShun Quantum, a national leader in quantum technology, and Turing Quantum, a leader in photonic quantum computing [8][9].

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 ...

Group 1 - The core viewpoint of the article highlights that Hetzner, a major data center operator in Europe and globally, has announced a price increase for all its services, including cloud services and servers, effective from April 1. This is the second price hike this month due to significant increases in IT costs [5]. - The price increase for cloud services is substantial, with rates rising by 30% to 38% in Germany and around 30% in the United States [5]. Group 2 - The article lists several companies involved in infrastructure and hardware, cloud services, and computing operations, including Haiguang Information, Capital Online, Inspur Information, and others [6]. - It also mentions companies in the security and encryption sector, as well as software platforms and industry applications, indicating a diverse ecosystem within the industry [6].

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]

Core Viewpoint - The digital security and software sectors are experiencing significant growth, with the financial technology ETF Huaxia (516100) rising by 1.38% as of 11:01 AM, indicating a positive market sentiment towards fintech stocks [1] Group 1: Market Performance - The financial technology ETF Huaxia (516100) reported a latest price of 1.4 yuan, with key holdings such as Puyuan Information and Geer Software reaching their daily price limits [1] - Other stocks in the sector, including Xin'an Century and Runhe Software, also saw notable increases, with Xin'an Century rising by 7.58% [1] Group 2: Industry Outlook - Brokerages are optimistic about the long-term prospects of the fintech sector, anticipating a transition from "crypto accessories" to "global financial infrastructure" under a clearer regulatory framework [1] - Investment opportunities are primarily focused on compliant issuance platforms, cross-border payment service providers, and technologies and services related to the RWA ecosystem [1] Group 3: ETF Details - The management fee for the financial technology ETF Huaxia is 0.15%, and the custody fee is 0.05%, making it the lowest among comparable funds [1] - The ETF closely tracks the CSI Financial Technology Theme Index, which includes sectors such as software development, internet finance, and digital currency [1] - As of January 30, 2026, the top ten weighted stocks in the CSI Financial Technology Theme Index account for 51.68% of the index, with significant players including Tonghuashun, Dongfang Wealth, and Hengsheng Electronics [1][2]

Group 1 - The cybersecurity index experienced a 2% increase during intraday trading, indicating a positive market sentiment in the sector [1] - Component stocks showed a broad upward trend, with notable performances from companies such as Fenghuo Communication and Geer Software, which reached their daily limit [1] - Xinan Century saw an increase of over 7%, Anheng Information rose by more than 6%, and Tuolisi increased by over 4% [1]