Core Viewpoint - The launch of the new generation domestic operating system, Galaxy Kirin V11, at the 2025 China Operating System Industry Conference has significantly boosted the domestic software sector, leading to active stock performance among related companies [1][2]. Company Performance - Kirin Software, the parent company of the Galaxy Kirin operating system, reported a revenue of 498 million yuan and a net profit of 120 million yuan in the first half of 2024, making it the top contributor among all major subsidiaries of China Software [2]. - China Software's total revenue for the same period was 1.984 billion yuan, with a net loss of 273 million yuan, while its stake in Kirin Software increased to 47%-52% [2]. Market Dynamics - The stock price of Kirin Xinan surged nearly 20%, despite having no equity ties to Kirin Software, indicating a competitive relationship and reflecting the overall market enthusiasm for domestic operating systems [3]. - The strong performance of the domestic software sector is attributed to a combination of policy incentives and market opportunities [3]. Policy Environment - The inclusion of self-controlled operating systems in national planning has created unprecedented development opportunities for domestic operating systems, as highlighted by a joint statement from several government departments [4]. - The China Software Industry Association projects a compound annual growth rate of 12%-15% for the software industry over the next 5-10 years, with the market size expected to exceed 15 trillion yuan by 2025 and 20 trillion yuan by 2028 [4]. Market Potential - According to Dongwu Securities, the Chinese operating system market is expected to reach 58.6 billion yuan by 2025, with domestic manufacturers poised to explore new fields and business models in the personal consumption market [5]. - The continuous updates and iterations of domestic operating systems, along with increasing government requirements for self-controlled systems, are likely to enhance the penetration rate of these systems [5]. Industrial Software Outlook - Industrial software is identified as a crucial element for high-quality development in intelligent manufacturing and is essential for the digital transformation of traditional industries [6]. - The CAD market is expected to have significant growth potential as core technologies continue to advance [6].

Core Viewpoint - The launch of the new generation Chinese operating system, Galaxy Kylin V11, developed by Kylin Software Co., has strengthened the domestic software sector, highlighting the competitive landscape among companies in this industry [1] Company Responses - Kylin Xin'an (688152) stated that there is no direct relationship with Galaxy Kylin V11, although both companies operate in the same industry and have business interactions, indicating a competitive relationship. Kylin Xin'an has also joined the "openKylin" community [1] - China Great Wall (000066) mentioned that both companies share the same major shareholder, China Electronics, categorizing them as brother companies, but confirmed that there is no business collaboration between them [1]

Core Viewpoint - The release of the new generation Chinese operating system, Galaxy Kylin V11, has strengthened the domestic software sector, leading to significant stock price increases for related companies [1] Company Responses - Kylin Information (688152) stated that it has no direct relationship with Galaxy Kylin V11, although both companies operate in the same industry and have some business interactions, as well as a competitive relationship. Kylin Information has joined the "Open Kylin" community [1] - China Great Wall (000066) mentioned that both companies share the same major shareholder, China Electronics, indicating a brotherly company relationship, but there is no business collaboration between them [1] Stock Performance - As of the report, Kylin Information's stock rose over 8%, while China Great Wall's stock increased by more than 5% [1]

（文章来源：每日经济新闻） 每经AI快讯，8月26日，国产软件概念异动走强，麒麟信安涨超11%，中国长城、浙大网新、中国高 科、中国软件、天源迪科、神州数码等跟涨。 ...

麒麟信安涨超15%，中国长城、浙大网新、中国高科、中国软件、天源迪科、神州数码等跟涨。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688152 证券简称：麒麟信安公告编号：2025-061 湖南麒麟信安科技股份有限公司 关于召开2025年半年度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： ● 会议召开时间：2025年9月2日（星期二）14:00-15:00 ● 会议召开地点：上海证券交易所（以下简称"上交所"）上证路演中心（网 址：https://roadshow.sseinfo.com） 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 IR@kylinsec.com.cn进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 湖南麒麟信安科技股份有限公司（以下简称"公司"）将于2025年8月29日发布公司2025年半年度报告， 为便于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况，公司计划于2025年9月2日 14:00-15:00举行2025年半年度业绩说明会。此次活动将采用网络文字互动的方式举行，投资者可登录上 ...

证券代码：688152 证券简称：麒麟信安 公告编号：2025-061 湖南麒麟信安科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 ? 会议召开时间：2025 年 9 月 2 日（星期二）14:00-15:00 ? 会议召开地点：上海证券交易所（以下简称"上交所"）上证路演中心（网 址：https://roadshow.sseinfo.com） ? 会议召开方式：上证路演中心网络文字互动 ? 投资者可于 2025 年 8 月 26 日（星期二）至 9 月 1 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 IR@kylinsec.com.cn 进行提问。公司将在说明会上对投资者 ...

湖南麒麟信安科技股份有限公司 证券代码：688152 证券简称：麒麟信安 公告编号：2025-061 关于召开 2025 年半年度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 投资者可于 2025 年 8 月 26 日（星期二）至 9 月 1 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 IR@kylinsec.com.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 湖南麒麟信安科技股份有限公司（以下简称"公司"）将于 2025 年 8 月 29 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 2 日 14:00-15:00 举行 2025 年半年度业绩说明会。此次活动将采用网络文字互动的方式举行，投资者 可登录上交所上证路演中心（http://roadshow.sseinfo.com）参与线上互动交流。 一、 说明会类型 本次投 ...

Core Insights - The "Kirin Aotian Gongcheng Chang" 2025 China Operating System Industry Conference will be held on August 26 in Beijing, showcasing the latest application cases of Chinese operating systems in various sectors such as energy, water conservancy, finance, healthcare, and education [1] - The new generation of Chinese operating system, Galaxy Kirin V11, will be launched during the conference [1] - The development of an independent and self-sufficient operating system ecosystem is deemed essential for China's technological advancement, with domestic substitution of operating systems included in top-level design planning [1] Industry Overview - The domestic operating system market in China is expected to have significant growth potential, with estimates suggesting a market size of 45 billion yuan by 2025, and the Xinchuang operating system market projected to reach 9.75 billion yuan [1] - The rapid growth in the Xinchuang PC and server market is anticipated to drive revenue growth for domestic operating system vendors [1] - By 2030, the market size of China's software industry is expected to exceed 3.5 trillion yuan, with a compound annual growth rate of around 8% [1] Company Insights - Kirin Software, a leading domestic operating system vendor, is highlighted as a key player in the current domestic operating system market [1] - Kirin Xinan focuses on technological innovation in information security and cloud computing, providing secure and efficient products and services for critical industries such as national defense, electricity, and government [2]

证券代码：688152 证券简称：麒麟信安 公告编号：2025-060 湖南麒麟信安科技股份有限公司 关于股东减持计划实施完毕暨减持股份结果公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 股东持有的基本情况 本次减持实施前，湖南高新创业投资集团有限公司（以下简称"湖南高新创 投"）持有湖南麒麟信安科技股份有限公司（以下简称"麒麟信安"或"公司"）股 份 4,043,437 股，占公司当时总股本（78,738,639 股）的比例为 5.14%。上述股份 均于 2023 年 10 月 28 日全部解除限售并上市流通。 减持计划的实施结果情况 2025 年 5 月 14 日，公司在上海证券交易所网站（www.sse.com.cn）披露了 《湖南麒麟信安科技股份有限公司关于持股 5%以上股东减持股份计划公告》（公 告编号：2025-047），因股东自身资金需求，湖南高新创投计划自本公告披露之 日起 15 个交易日后的三个月内，即 2025 年 6 月 5 日起至 2025 年 9 月 2 日期间， ...