Core Viewpoint - Geer Software (603232.SH) has announced an expected net loss of approximately 60 million to 90 million yuan for the fiscal year 2025, primarily due to a tightening of information security budgets among downstream clients influenced by the current economic environment [1] Group 1: Financial Performance - The anticipated net loss for 2025 is projected to be between 60 million and 90 million yuan [1] - The decline in main business revenue is attributed to the overall tightening of information security budgets in the market [1] Group 2: Strategic Response - Despite the short-term challenges posed by the economic environment, the company views technological innovation as a core driver to navigate through cycles [1] - The company is actively adjusting and optimizing its management operations while maintaining a focus on key areas such as quantum-resistant security [1] - The company plans to continue advancing its quantum-resistant product system and migration technologies, leveraging AI-assisted technologies for algorithm integration and adaptive capabilities [1] - AI data analysis technology will be utilized to provide a comprehensive analysis of quantum resistance across all IT assets, helping users achieve quantum migration at a lower cost [1]

中证智能财讯格尔软件（603232）1月23日晚间披露2025年度业绩预告，预计2025年归母净利润亏损6000万元至9000万元，上年同期盈利3681.21万元；扣非 净利润亏损8000万元至1.2亿元，上年同期盈利1569.42万元。以最新收盘价计算，市净率（LF）约4.12倍，市销率（TTM）约12.84倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 800 708.39 9600 609 + 400 200 123.49 89.66 67.83 54.89 64812 55,93 0 -200 2021-12-37 2020-12-37 2022-06-30 2021-06-30 2022-12-37 3-06-30 3-72-3- 2n- -○- 公司 -○- 行业均值 100 93-4 ହି ୨୦ 80 70 60 50 48871 4689 40 37661 30 20 10 0 2027-12-37 I 2020-12-37 1 2022-72-37 1 2021-06-30 1 3-12-37 . 3-06-30 2022-06-30 ' ...

人民财讯1月23日电，格尔软件（603232）1月23日公告，预计公司2025年度实现归属于母公司所有者的 净利润为亏损6000万元至9000万元，上年同期净利润为3681.21万元。2025年业绩亏损主要系受市场经 济环境影响，下游客户信息安全预算整体收紧，导致公司主营业务收入下降。 ...

格隆汇1月23日丨格尔软件(603232.SH)公布，经财务部门初步测算，预计格尔软件股份有限公司2025年 度实现归属于母公司所有者的净利润约为-6,000.00万元至-9,000.00万元；预计2025年度实现归属于母公 司所有者的扣除非经常性损益后的净利润约为-8,000.00万元至-12,000.00万元。 ...

证券代码：603232 证券简称：格尔软件 公告编号：2026-002 （二）业绩预告情况 1、经财务部门初步测算，预计公司 2025 年度实现归属于母公司所有者的净 利润约为-6,000.00 万元至-9,000.00 万元，与上年同期（法定披露数据）相比， 将出现亏损。 2、预计公司 2025 年度实现归属于母公司所有者的扣除非经常性损益后的净 利润约为-8,000.00 万元至-12,000.00 万元。 格尔软件股份有限公司 2025 年年度业绩预亏公告 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： 业绩预告的具体适用情形：净利润为负值。 业绩预告相关的主要财务数据情况：经财务部门初步测算，预计格尔软 件股份有限公司（以下简称"公司"）2025年度实现归属于母公司所有者的 净利润约为-6,000.00万元至-9,000.00万元；预计2025年度实现归属于母公司 所有者的扣除非经常性损益后的净利润约为-8,000.00万元至-12,000.00万元。 一、本期业绩预告情况 （一）业绩预告期间 2025 ...

Core Viewpoint - The A-share market experienced a collective decline, with the Shanghai Composite Index down by 0.44%, the Shenzhen Component Index down by 0.13%, and the ChiNext Index down by 0.42%. The financial technology ETF, Huaxia (516100), fell by 3.90% to a latest price of 1.527 yuan, with a trading volume of 1.09 billion yuan and a turnover rate of 8.43% [1] Group 1: Market Performance - As of January 14, the financial technology ETF Huaxia recorded a cumulative increase of 14.32% over the past two weeks, outperforming the Wind All A index, which rose by 5.80% during the same period [1] - The financial technology ETF Huaxia reached an intraday high of 1.648 yuan, marking a new high in nearly a month [1] Group 2: Valuation Metrics - The latest price-to-earnings ratio (PE-TTM) for the financial technology ETF Huaxia is 83.42, which is in the 73.97th percentile over the past year, indicating that the valuation is lower than 26.03% of the time in the past year, suggesting a moderate valuation [1] Group 3: Index Composition - The financial technology ETF Huaxia tracks the financial technology index (930986.CSI), with significant weightings in software development (49.81%), IT services II (24.05%), securities II (9.57%), computer equipment (9.40%), and communication equipment (3.99%) [2]

Core Viewpoint - The quantum technology sector in the A-share market is experiencing a surge, driven by supportive policies from both central and local governments, marking a transition from research to industrialization [1][2][5] Group 1: Market Activity - Quantum technology concept stocks saw significant gains, with leading stock Keda Guochuang (300520) hitting a 20% increase, closing at 52.72 yuan per share [1] - Other stocks like Geer Software (603232) also reached their daily limit, indicating heightened market activity in the sector [1] Group 2: Policy Support - The Ministry of Industry and Information Technology emphasized accelerating the development of emerging industries during the 14th Five-Year Plan, focusing on quantum technology, humanoid robots, brain-computer interfaces, and more [1] - Local governments in cities like Beijing, Shanghai, and Shenzhen are implementing special policies, including setting up industrial funds and innovation platforms to enhance the sector's development [1][2] Group 3: Core Value of Quantum Technology - Quantum technology is seen as a cornerstone for new productive forces, with its core areas being quantum communication, quantum computing, and quantum sensing [2] - Quantum communication offers absolute security, making it crucial for sectors like finance and national defense, while quantum computing has the potential to revolutionize fields such as drug development and weather forecasting [2] Group 4: Market Growth Potential - The quantum technology market is expected to grow significantly, with predictions indicating a global market size exceeding $6.1 billion by 2025, and China's market reaching 11.56 billion yuan, with a compound annual growth rate of over 30% [3] Group 5: Company Developments - Companies are actively engaging in quantum technology, with firms like Qiming Star (002439) collaborating with China Mobile (600941) on quantum computing security, and Jiuzhiyang (300516) focusing on optical and quantum technology applications [4] - However, companies like Bichuang Technology (300667) have noted that their order sizes are currently small, indicating potential investment risks [4] Group 6: Investment Sentiment - The recent strength in the quantum technology sector is largely driven by policy catalysts, reflecting market expectations for cutting-edge technology [5] - Despite the long-term potential, most technologies are still in the research and early application stages, suggesting that investors should differentiate between long-term value and short-term speculative risks [5]

Core Viewpoint - The article highlights significant stock price increases for several companies, indicating positive market sentiment and potential investment opportunities in the respective sectors [1]. Group 1: Company Performance - 德美化工 (Demei Chemical) reached its daily limit increase, indicating strong investor interest and confidence in its future performance [1]. - 科大国创 (Keda Guochuang) saw a rise of over 10%, suggesting robust market activity and potential growth prospects [1]. - Other companies such as 国盾量子 (Guodun Quantum), 格尔软件 (Geer Software), 辰光医疗 (Chenguang Medical), 吉大正元 (Jida Zhengyuan), and 富士达 (Fushida) also experienced notable stock price increases, reflecting a broader positive trend in the market [1].

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]

Core Viewpoint - The financial technology sector in China is experiencing significant growth, driven by the integration of generative AI into core business processes, with predictions indicating that over 80% of banks will adopt this technology by 2026 [1] Group 1: Market Performance - On January 14, major stock indices showed strong performance, with the securities ETF Huaxia (515010) rising by 1.89%, and its holdings such as Hualin Securities hitting the daily limit up [1] - The financial technology ETF Huaxia (516100) surged by 7.23%, with stocks like Lakala reaching a 20% limit up, and several other stocks also experiencing significant gains [1] Group 2: Industry Trends - The domestic financial industry in China is moving beyond the pilot phase, pushing for the large-scale integration of generative AI into core business processes [1] - Regulatory policies promoting "AI+" are facilitating the transition of AI from a supportive tool to a decision-making engine that drives credit and risk control processes [1] Group 3: Investment Opportunities - The financial technology sector is expected to become a focal point for market attention, benefiting directly from increased trading activity and the ongoing digital financial reform [1] - The convergence of trends such as the implementation of GEO new concepts, the scaling of AI financial applications, and the advancement of financial innovation is likely to provide sustained upward momentum for the sector, highlighting its long-term investment value [1]