Core Insights - The electronic ID concept sector saw a rise of 2.89%, ranking second among concept sectors, with 28 stocks increasing in value, including significant gainers like Xin'an Century and Kechuang Information, which hit the 20% limit up [1][2] Group 1: Sector Performance - The electronic ID concept sector had a net inflow of 7.95 billion yuan from main funds, with 20 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2] - The top net inflow stock was Chutianlong, with a net inflow of 7.26 billion yuan, followed by Kechuang Information and Dongfang Guoxin with net inflows of 2.05 billion yuan and 2.03 billion yuan respectively [2][3] Group 2: Stock Performance - Stocks with the highest net inflow ratios included Jida Zhengyuan (55.27%), Chutianlong (25.06%), and Kechuang Information (20.10%) [3][4] - Notable gainers in the electronic ID sector included Jida Zhengyuan (10.01%), Dongfang Guoxin (10.35%), and Xin'an Century (20.02%) [3][4] Group 3: Decliners - The stocks with the largest declines included Xinguodu (down 4.63%), Dongxin He Ping (down 2.48%), and Newland (down 1.93%) [5]

Group 1 - The military industrial information technology sector rose by 2.05%, ranking fourth among concept sectors, with 70 stocks increasing in value [1][2] - Notable gainers included *ST Guandao with a 30% limit up, and Xinan Century with a 20% limit up, while Puni Testing and *ST Zhisheng were among the biggest losers [1][2] - The sector experienced a net outflow of 171 million yuan, with 46 stocks receiving net inflows, and the top net inflow was from Fenghuo Electronics at 216 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Jida Zhengyuan at 55.27%, Geer Software at 18.07%, and *ST Aowei at 16.33% [3] - Key stocks in the military industrial information technology sector included Fenghuo Electronics, Aerospace Changfeng, and Geer Software, with respective net inflows of 215.74 million yuan, 99.13 million yuan, and 97.39 million yuan [3][4] - The trading volume and turnover rates for these stocks indicated significant investor interest, with Fenghuo Electronics showing a turnover rate of 21.27% [3][4]

Market Overview - The A-share market showed slight fluctuations on June 26, with the Shanghai Composite Index rising by 0.11% to 3459.66 points, the Shenzhen Component Index increasing by 0.26%, and the ChiNext Index up by 0.31% [1][2] - The total trading volume for the A-share market reached 1 trillion yuan [1] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation amounting to 509.3 billion yuan at a fixed rate of 1.40%, with a net injection of 305.8 billion yuan for the day [3] Industry Insights - The National Development and Reform Commission highlighted the potential for growth in the sports and cultural tourism sectors, emphasizing the need for more community sports events and outdoor activities [3] - The commission plans to implement a consumption upgrade policy for old goods, with funding to be allocated monthly to ensure smooth execution throughout the year [3] Stock Performance - Military stocks experienced a surge, with companies like Changcheng Military Industry and others seeing significant gains [4][5] - The military trade concept sector led the market with an average increase of 4.32%, followed by military information technology and marine economy sectors [5] Company Highlights - Fenghuo Electronics is positioned to benefit from the modernization of equipment during China's 14th Five-Year Plan [7] - Jida Zhengyuan's integration of cryptography and AI technology is expected to support revenue growth [7] - Beifang Navigation is well-placed in the precision-guided and long-range artillery markets due to increased military modernization and training demands [7] - Geer Software is anticipated to capitalize on the growing demand for AI security solutions [8]

证券代码：603232 证券简称：格尔软件 公告编号：2025-027 格尔软件股份有限公司 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： ? 每股分配比例 A 股每股现金红利0.05元 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/24 | － | 2025/6/25 | 2025/6/25 | | ? 差异化分红送转： 是 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 16 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 公司回购专用账户中的股份及拟回购注销的限制性股份不参与本次权益分派。 （1）本次差异化分红方案 根据上海证券交易所的相关规定，公司按照以下公 ...

上海汉盛律师事务所 关于格尔软件股份有限公司 差异化分红事项的法律意见书 ST V EX 上海市浦东新区世纪大道 1768 号 汉盛律师大厦 上海汉盛律师事务所 关于格尔软件股份有限公司 差异化分红事项的法律意见书 致:格尔软件股份有限公司 上海汉盛律师事务所(以下简称"本所")接受格尔软件股份有限公司(以 下简称"格尔软件"或"公司"的委托,根据《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》")、《上海 证券交易所上市公司自律监管指引第7号 -- 回购股份》(以下简称"《自律监管 指引第7号》")等法律、法规、规章和其他规范性文件以及《格尔软件股份有限 公司章程》(以下简称"《公司章程》")的规定,就公司2024年度利润分配(以下 简称"本次利润分配")所涉及的差异化权益分派特殊除权除息(以下简称"本次 差异化分红")相关事宜出具本法律意见书。 为出具本法律意见书,本所律师根据有关法律法规、行政法规、规范性文件 的规定和本所业务规则的要求,本着审慎性及重要性原则对公司本次差异化分红 有关的文件资料和事实进行了核查和验证,并就有关事项向公司有关人员作了询 ...

证券代码：603232 证券简称：格尔软件 公告编号：2025-027 格尔软件股份有限公司 2024年年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.05元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/24 | － | 2025/6/25 | 2025/6/25 | 差异化分红送转： 是 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 16 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 公司回购专用账户中的股份及拟回购注销的限制性股份不参与本次权益分派。 3. 差异化分红送转方案： （1）本次差异化分红方案 根据公司 202 ...

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, resulting in over 2800 stocks declining in the Shanghai, Shenzhen, and Beijing markets [1] - New consumption concepts surged, particularly in the IP economy and beauty care sectors, with several stocks hitting the daily limit up [1] - The innovative drug sector remained active, with companies like Haishi Ke and Aosaikang reaching the daily limit up [1] - Gold stocks collectively strengthened, while the shipping sector faced adjustments, with Lianyungang dropping over 7% [1] - Today's trading volume reached 1.3 trillion [1] Hot Sectors IP Economy - The IP economy sector continued to rise, with stocks like Yuanlong Yatu and Hars hitting the daily limit up [4] - The catalyst for this surge includes the continuous historical highs of Pop Mart's stock and a 30% increase in the overnight performance of Chinese concept stock Quantum Song [4] - The Chinese trendy toy market is expected to reach a market size of 110.1 billion by 2026, with a compound annual growth rate of 20% from 2024 to 2026 [5] Rare Earth Magnetic Materials - The rare earth magnetic materials sector remained active, with companies like Beikong Technology and Huayang New Materials achieving consecutive limit ups [6] - The Chinese government is reviewing export license applications for rare earth materials, having approved a certain number of compliant applications [6] - Market expectations of gradual relaxation of export controls are likely to push up prices of rare earth raw materials [7] Quantum Computing - The quantum computing sector saw significant gains, with stocks like Geer Software and Electronic City hitting the daily limit up [9] - Nvidia's CEO Huang Renxun stated that quantum computing is reaching a turning point and will be powerful enough to help solve complex global issues in the coming years [9] - The global quantum computing industry is projected to exceed $800 billion by 2035 [11]

Market Overview - On June 12, A-shares opened lower but closed higher, with the Shanghai Composite Index rising by 0.07% to 3404.66 points, the Shenzhen Component Index up by 0.05%, and the ChiNext Index increasing by 0.5% [1][2] - The total trading volume for A-shares reached 793.75 billion yuan for the half-day session [1] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation of 119.3 billion yuan at a fixed rate of 1.40%, with a net withdrawal of 7.2 billion yuan for the day [2] Industry Developments - Shenzhen aims to become a global leader in artificial intelligence, implementing the "AI+" initiative and accelerating major AI infrastructure projects [3] - The Ministry of Industry and Information Technology emphasized the importance of timely payments in the automotive sector, particularly for new energy vehicles, to foster a collaborative ecosystem [3] Sector Performance - The computing power industry chain showed strength, with CPO-related stocks leading gains; Tianfu Communication and Lian Te Technology both surged over 10% [3] - Quantum technology stocks also performed well, with companies like Geer Software and Dongxin Peace hitting the daily limit [3] Quantum Technology Insights - Quantum computing is recognized for its strategic value and potential benefits, particularly in fields like pharmaceuticals and materials science [4] - Various countries are actively implementing supportive policies for the quantum computing sector [5] Company Highlights - **Sanwei Xinan**: Focuses on R&D in quantum-resistant cryptography and has developed next-generation cryptographic chips and privacy computing platforms [6][7] - **Dongxin Peace**: Expected to maintain stable growth in its smart card business and digital identity security, with a positive outlook on its fundamentals [7] - **Geer Software**: Anticipated to benefit from the accelerating demand for AI security solutions, positioning itself for growth [7] - **Jida Zhengyuan**: Integrates cryptography with AI and security chip design, aiming for rapid commercialization of its solutions [8]

Core Viewpoint - The quantum technology sector is experiencing a strong upward trend, with companies like Jida Zhengyuan and Geer Software hitting their daily price limits, indicating significant investor interest and market momentum [1] Group 1: Market Performance - Quantum technology stocks showed strong performance in early trading, with Jida Zhengyuan and Geer Software both reaching their daily limit up [1] - Other companies in the sector, such as Keda Guokuan, Shenzhou Information, Dahua Intelligent, and Guodun Quantum, also experienced price increases, reflecting a broader market enthusiasm for quantum technology [1] Group 2: Industry Developments - On June 11, during the VivaTech 2025 event, NVIDIA CEO Jensen Huang stated that quantum computing is at a turning point, suggesting a pivotal moment for the industry [1] - NVIDIA plans to collaborate with various quantum computing companies worldwide, indicating a strategic move to enhance its position in the quantum technology landscape [1]

Core Viewpoint - The quantum technology sector is experiencing significant stock price increases, driven by positive developments in quantum computing and strategic partnerships announced by industry leaders [1] Group 1: Stock Performance - Companies such as Geer Software (603232) and Jida Zhengyuan (003029) have reached their daily price limits, indicating strong investor interest [1] - Other companies in the sector, including Shenzhou Information (000555), Keda Technology (300520), Xiongdi Technology (300546), and Xin'an Century, have also seen notable price increases [1] Group 2: Market Drivers - Nvidia CEO Jensen Huang highlighted that quantum computing is reaching a turning point during his speech at GTC Paris, suggesting a pivotal moment for the industry [1] - Nvidia plans to collaborate with various quantum computing companies globally, which may enhance innovation and investment in the sector [1] Group 3: Investment Trends - There is a noticeable influx of dark pool capital into quantum technology stocks, indicating growing institutional interest and potential for further price appreciation [1]