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 ...

计算机行业 行业研究 | 深度报告 量子计算：技术突破与政策催化共振，商 业化落地加速可期 核心观点 投资建议与投资标的 量子计算机已突破纠错阈值，距离构建容错量子计算更近一步，商业化进程加速。 政策面对量子计算等新质生产力的支持有望带来更大市场空间，释放业绩潜力。我们建 议投资者关注上游核心设备与元器件、中游整机平台与下游应用安全等领域标的。 风险提示 技术发展不及预期风险；技术路线切换风险； 国家/地区 中国 行业 计算机行业 报告发布日期 2026 年 03 月 06 日 看好（维持） | 浦俊懿 | 执业证书编号：S0860514050004 | | --- | --- | | | pujunyi@orientsec.com.cn | | | 021-63326320 | | 陈超 | 执业证书编号：S0860521050002 | | | chenchao3@orientsec.com.cn | | | 021-63326320 | | 宋鑫宇 | 执业证书编号：S0860524090002 | | | songxinyu@orientsec.com.cn | | | 021-63326320 | ...

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 ...

以上内容为 市值风云APP 原创 未获授权 转载必究 | 作者 | | 小鑫 | | --- | --- | --- | | 编辑 | | 小白 | 资讯动态:近日,欧洲及全球主要数据中心运营商 Hetzner由于IT成本大幅上涨,宣布将于 4月1日 起全线提价,包括云服务、服务器等（新老订单 均受影响）。云服务涨幅显著（德芬30%-38%， 美30%水平）。这是本月第二次提价。 基础设施与硬件设备 云服务与算力运营 · 海光信息 · 首都在线 浪潮信息 · 宏景科技 华勤技术 · 利通电子 烽火通信 钥捷网络 · 中天科技 安全与密码 ● 格尔软件 软件平台与行业应用 · 普元信息 跨界布局与生态联动 众诚科技 拓维信息 · 世纪华通 神州数码 · 群兴玩具 科蓝软件 东华软件 浙大网新 · 常山北明 数据来源:上市公司财报、互联网公开信息 该内容仅供参考,不构成任何投资建议 免责声明： 本报告（文章）是基于上市公司的公众公司属性、以上市公司根据其法定义务公开披露的信息（包括但 不限于临时公告、定期报告和官方互动平台等）为核心依据的独立第三方研究；市值风云力求报告（文章）所载内 容及观点客观公正，但不保证其 ...

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]

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]