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： 登录新浪财经APP 搜索【信披】查看更多考评等级 回购注销原因： 根据格尔软件股份有限公司（以下简称"公司"）2024年限制性股票激励计划（以下简称"本次激励计 划"）及上会会计师事务所（特殊普通合伙）出具的2024年度审计报告的有关规定，《公司2024年限制 性股票激励计划》中规定的第一个解除限售期对应的公司层面业绩考核目标未达标，公司对激励对象第 一个解除限售期对应不得解除限售的限制性股票1,900,000股均以授予价格5.4元/股进行回购注销。 ● 本次注销股份的有关情况： ■ 一、本次限制性股票回购注销的决策与信息披露 公司于2025年4月24日、2025年5月16日分别召开第八届董事会第二十七次会议及第八届监事会第十八次 会议、2024年年度股东大会，审议通过了《关于回购注销2024年限制性股票激励计划部分已授予但尚未 解除限售的限制性股票的议案》。根据上会会计师事务所（特殊普通合伙）出具的2024年度审计报告， 《公司2024年限制性股票激励计划》 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603232 证券简称：格尔软件 公告编号：2025-033 格尔软件股份有限公司 ■ 关于2024年限制性股票激励计划部分限制性股票 回购注销实施的公告 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： 回购注销原因： 一、本次限制性股票回购注销的决策与信息披露 公司于2025年4月24日、2025年5月16日分别召开第八届董事会第二十七次会议及第八届监事会第十八次 会议、2024年年度股东大会，审议通过了《关于回购注销2024年限制性股票激励计划部分已授予但尚未 解除限售的限制性股票的议案》。根据上会会计师事务所（特殊普通合伙）出具的2024年度审计报告， 《公司2024年限制性股票激励计划》中规定的第一个解除限售期对应的公司层面业绩考核目标未达标， 公司对激励对象第一个解除限售期对应不得解除限售的限制性股票1,900,000股均以授予价格5.4元/股进 行回购注销。具体内容详见公司于2025年4月26日披露的《格尔软件股份有限公司关于回购注销2 ...

金融界消息 截至2025年7月29日收盘，格尔软件（603232）报收于16.56元，下跌1.6%，换手率3.81%， 成交量8.82万手，成交金额1.46亿元。 格尔软件最新一期业绩显示，截至2025一季报，公司营业总收入4566.76万元、同比减少5.92%，归属净 利润5020.39万元，同比增长2.52%，扣非净利润5193.86万元，同比增长6.82%，流动比率6.049、速动比 率5.497、资产负债率14.58%。 天眼查商业履历信息显示，格尔软件股份有限公司，成立于1998年，位于上海市，是一家以从事研究和 试验发展为主的企业。企业注册资本23605.0695万人民币，实缴资本3566.6667万人民币。公司法定代表 人为杨文山。 通过天眼查大数据分析，格尔软件股份有限公司共对外投资了17家企业，参与招投标项目492次，知识 产权方面有商标信息24条，专利信息121条，此外企业还拥有行政许可8个。 来源：金融界 资金流向方面，今日主力资金净流出2110.56万元，占比成交额14.49%。其中，超大单净流出788.60万 元、占成交额5.42%，大单净流出1321.97万元、占成交额9.08%， ...

证券代码：603232 证券简称：格尔软件 公告编号：2025-033 格尔软件股份有限公司 关于2024年限制性股票激励计划部分限制性股票 回购注销实施的公告 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： 回购注销原因： 根据格尔软件股份有限公司（以下简称"公司"）2024 年限制性股票激励 计划（以下简称"本次激励计划"）及上会会计师事务所（特殊普通合伙）出具 的 2024 年度审计报告的有关规定，《公司 2024 年限制性股票激励计划》中规定 的第一个解除限售期对应的公司层面业绩考核目标未达标，公司对激励对象第一 个解除限售期对应不得解除限售的限制性股票 1,900,000 股均以授予价格 5.4 元/ 股进行回购注销。 本次注销股份的有关情况： 根据《格尔软件股份有限公司 2024 年限制性股票激励计划（草案）》中"第 九章 限制性股票的授予与解除限售条件"的相关规定，本激励计划第一个解除 限售期对应的公司层面业绩考核目标如下： | 解除限售期 | 业绩考核目标 | | | --- | --- | - ...

证券代码：603232 证券简称：格尔软件 公告编号：2025-033 格尔软件股份有限公司 关于2024年限制性股票激励计划部分限制性股票 回购注销实施的公告 回购注销原因： 根据格尔软件股份有限公司（以下简称"公司"）2024 年限制性股票激励 计划（以下简称"本次激励计划"）及上会会计师事务所（特殊普通合伙）出具 的 2024 年度审计报告的有关规定，《公司 2024 年限制性股票激励计划》中规定 的第一个解除限售期对应的公司层面业绩考核目标未达标，公司对激励对象第一 个解除限售期对应不得解除限售的限制性股票 1,900,000 股均以授予价格 5.4 元/ 股进行回购注销。 本次注销股份的有关情况： | 回购限制性股票数量（股） | 注销限制性股票数量（股） | | 注销日期 | | | | --- | --- | --- | --- | --- | --- | | 1,900,000 | 1,900,000 | 2025 | 年 8 | 月 | 日 1 | 一、本次限制性股票回购注销的决策与信息披露 公司于 2025 年 4 月 24 日、2025 年 5 月 16 日分别召开第八届董事会第二十 七 ...

法律意见书 上海汉盛律师事务所 关于格尔软件股份有限公司 2024年限制性股票激励计划部分限制性股票回购注销实施 的 法律意见书 致：格尔软件股份有限公司 根据上海汉盛律师事务所（以下简称"本所"）与格尔软件股份有限公司 （以下简称"公司"或"格尔软件"）签订的《专项法律服务协议》，本所受 公司的委托，担任公司 2024 年限制性股票激励计划（以下简称"本激励计划"） 相关事项的专项法律顾问，并就本激励计划部分限制性股票回购注销（以下简 称"本次回购注销"）实施相关事项出具本法律意见书。 本所及经办律师依据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股权激 励管理办法》（以下简称"《管理办法》"）以及《上海证券交易所股票上市 规则（2024 年 4 月修订）》（以下简称"《上市规则》"）等法律、法规和中 国证券监督管理委员会（以下简称"中国证监会"）的有关规定及本法律意见 书出具日以前已经发生或者存在的事实，按照律师行业公认的业务标准、道德 规范和勤勉尽责的精神，出具本法律意见书。 为出具本法律意见书，本所律师审阅了公司提供的与本次回购注 ...

Group 1 - The core viewpoint of the article highlights the recent research conducted by a well-known private equity firm, which indicates that the company Geer Software is experiencing a decline in performance due to intensified market competition and tightened customer budgets [1] - Geer Software plans to improve its performance by enhancing market expansion, optimizing internal management, and strengthening receivables management [1] - The company emphasizes the importance of the password industry, with quantum-resistant password technology and domestic password applications in new scenarios expected to drive industry growth [1] Group 2 - Geer Software's product line has initially developed quantum-resistant capabilities and is advancing standard formulation and pilot applications in line with industry trends [1] - Although Geer Software has not yet launched a complete project in the stablecoin sector, it is conducting in-depth research, believing that password technology has numerous applications in financial system security [1] - The recent acquisition of Shenzhen Weipin Zhiyuan by Geer Software is not yet fully realized, aiming to expand into the data security and AI security markets by leveraging the team's experience accumulated at ZTE Corporation [1]

Core Viewpoint - A total of 16 A-share listed companies disclosed their latest merger and acquisition announcements during the week of July 21 to July 27, with notable transactions including Huylin Ecological's plan to acquire a 49% stake in Wuhan Junheng, and the resumption of trading for its stock on July 28 [1][3]. Group 1: Company Announcements - Huylin Ecological announced on July 25 its intention to purchase a 49% stake in Wuhan Junheng, with its stock set to resume trading on July 28 [3]. - Western Gold announced on July 25 its plan to acquire 100% of Xinjiang Meisheng for 1.655 billion yuan [3]. - Guochuang High-tech announced on July 25 its plan to acquire 100% of Ningbo Guopei for 22.5 million yuan [3]. - Shanghai Pharmaceuticals announced on July 25 its intention to acquire a 10% stake in a financial company held by Shashi Dongtan [3]. - Heng Rui Medicine announced on July 25 its plan to acquire a 1.4587% stake in Chengdu Shengdi Medicine for 4.0144 million yuan [3]. - Yuanli Co. announced on July 24 its intention to purchase 100% of Tongsheng Co., with its stock set to resume trading [3]. - Angel Yeast announced on July 24 its plan to acquire a 55% stake in Zuitong Sugar Industry for 506 million yuan [3]. - Jinlong Co. announced on July 23 its intention to acquire a 29.32% stake in Zhisuang Company [3]. - Huayu Mining announced on July 23 its plan to acquire an 11% stake in Asia Pacific Mining for 300 million yuan [3]. - Titan Technology announced on July 23 its intention to acquire 100% of ASL for approximately 55.85 million yuan [3]. - GoerTek announced on July 22 its plan to acquire Mia Precision Technology Co. and Changhong Industrial Co. for approximately 10.4 billion Hong Kong dollars [3]. - Geer Software announced on July 22 its intention to acquire more than 51% of Weipin Zhiyuan, which owns an intelligent orchestration platform [3]. - Tianrun Industrial announced on July 22 its plan to acquire 100% of Shandong Altai for 13.5 million yuan [3]. - Hanyi Co. announced on July 22 its intention to acquire a 39% stake in Shanghai Pidong Cultural Media for 10.2 million yuan [3]. - ST Xifa announced on July 21 its plan to cash purchase a 50% stake in Lhasa Beer held by Carlsberg, which is expected to constitute a major asset restructuring [3]. - Beiding Co. announced on July 21 its intention to acquire 100% of Zhongshan Kairui for 156 million yuan [3].

Core Viewpoint - The company has developed a product line that is initially capable of quantum resistance and has begun collaboration with Galaxy Securities in its business systems [1] Group 1: Product Development - The company's product line is now capable of supporting both international standards and self-developed standards for quantum resistance [1] - The company is conducting pilot projects in high-demand industries such as finance, military, and government [1] Group 2: Market Opportunities - The company has not yet launched a complete project in the stablecoin sector but is conducting in-depth research related to it [1] - The company identifies the security of financial systems and stablecoin systems as significant future market directions, with numerous applications for cryptographic technology [1] Group 3: Applications of Cryptographic Technology - Cryptographic technology can be applied in various scenarios, including off-chain anchoring, on-chain auditing, cross-border privacy protection, anti-money laundering certification, and embedded intelligent authentication [1]

Summary of the Conference Call for Geer Software Company Overview - **Company**: Geer Software - **Industry**: Cybersecurity and Encryption Technology Key Points and Arguments 1. **Performance Expectations**: Geer Software anticipates landing orders of approximately 600-700 million yuan this year, representing a year-on-year increase, and maintains a neutral to slightly optimistic outlook for overall performance [2][3][20] 2. **Sector Performance**: The government and party sectors performed well, while the financial sector saw banks outperforming securities. However, the military sector experienced a significant decline compared to the previous year, negatively impacting overall performance [2][3][20] 3. **Strategic Shift**: The company is shifting its strategy to reduce reliance on encryption as a single label and is expanding into data, AI, and IoT. This includes developing a data middle platform, AI application security, and lightweight encryption products [2][5][6] 4. **Market Potential**: The encryption industry is characterized by strong certainty due to its connection to national security, with significant market potential. Emerging applications are challenging traditional encryption products, necessitating lightweight and user-friendly designs [2][6] 5. **Next-Generation PKI Products**: The next-generation Public Key Infrastructure (PKI) products will include quantum-resistant technology, with preparations underway to address risks posed by quantum computing [2][8][9] 6. **Financial Sector Demand**: There is a strong demand for quantum-resistant technology in the financial sector, with key information fields such as military, government, and state grid showing significant interest. Policy developments are expected to accelerate adoption [2][11] 7. **Acquisition Strategy**: Geer Software has acquired over 50% of Shenzhen Weipin Zhiyuan, focusing on its data middle platform capabilities and relationships with operators and manufacturers, which will help expand AI customer bases and move beyond a single security label [3][13][15] 8. **Future Directions**: The company aims to integrate more AI capabilities into its next-generation PKI systems and develop markets for data security and AI security, which are currently underdeveloped [14][15] 9. **Financial Performance of Acquired Company**: Weipin Zhiyuan reported approximately 500 million yuan in revenue and nearly 40 million yuan in profit for 2024, which enhances Geer Software's future growth potential [17] 10. **Market Trends**: The overall market for quantum-resistant encryption is expected to grow, with standards anticipated to be established by the end of 2025. However, large-scale mandatory replacements are not expected in the short term [21][22] Additional Important Insights - **Customer Adoption**: There are two types of customers regarding quantum-resistant solutions: those willing to invest heavily and adopt immediately, and those proceeding gradually according to policy [12] - **Government Spending Influence**: Special government bonds are expected to have a limited but positive impact on cybersecurity spending, particularly in the military sector [20] - **Long-Term Outlook**: The encryption technology market is projected to have substantial applications over the next 10 to 20 years, especially with the rise of IoT [6][7]