Core Insights - Q3 2025 report indicates that the company achieved a revenue of 159 million yuan, reflecting a year-on-year growth of 6.06% [1] - The net loss attributable to shareholders of the listed company amounted to 18.4251 million yuan [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses was 47.1384 million yuan [1] - Basic loss per share was reported at 0.18 yuan [1]

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。 湖南麒麟信安科技股份有限公司（以下简称"公司"）于 2025 年 10 月 20 日 召开第二届董事会第二十五次会议，审议通过了《关于使用暂时闲置募集资金进 行现金管理的议案》，同意使用额度不超过人民币 4.8 亿元（含本数）的暂时闲 置募集资金，在确保不影响募集资金投资项目进度、不影响公司正常生产经营及 确保资金安全的情况下进行现金管理，使用期限自公司董事会审议通过之日起 12 个月内有效，如单笔交易的存续期超过了授权期限，则授权期限自动顺延至 单笔交易终止时止。在上述额度及有效期内，资金可循环滚动使用。董事会授权 董事长或董事长授权人员在上述授权额度及期限内，根据实际情况办理相关事项 并签署相关文件，具体事项由公司财务部负责组织实施。审计委员会对本事项发 表了明确同意的意见，保荐机构中泰证券股份有限公司对本事项出具了明确的核 查意见。具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意湖南麒麟信安科技股份有限公司首次 公开发行股票注册的批复》（证监许可【2 ...

南财智讯10月20日电，麒麟信安公告，公司决定在不影响募集资金投资项目进度和公司正常生产经营的 前提下，使用不超过4.80亿元的暂时闲置募集资金进行现金管理。投资方向为安全性高、流动性好、有 保本承诺的投资产品，管理期限为12个月内有效，资金在额度范围内可滚动使用。此举旨在提高募集资 金使用效率，增加公司收益。 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]

10月17日，麒麟信安跌5.28%，截至发稿，报53.13元/股，成交9864.50万元，换手率4.56%，总市值 54.24亿元。 资料显示，湖南麒麟信安科技股份有限公司位于湖南省长沙高新开发区麒云路20号麒麟科技园1栋4楼， 成立日期2015年4月2日，上市日期2022年10月28日，公司主营业务涉及操作系统产品研发及技术服务, 并以操作系统为根技术创新发展信息安全、云计算等产品及服务业务。主营业务收入构成为：操作系统 62.00%，云计算24.11%，信息安全12.01%，其他0.97%，技术开发服务0.90%。 从基金十大重仓股角度 数据显示，天治基金旗下1只基金重仓麒麟信安。天治中国制造2025混合（350005）二季度持有股数 4273股，占基金净值比例为1.48%，位居第四大重仓股。根据测算，今日浮亏损失约1.26万元。 天治中国制造2025混合（350005）成立日期2008年5月8日，最新规模1350.54万。今年以来收益 10.04%，同类排名5829/8160；近一年收益20.58%，同类排名4461/8021；成立以来收益221.69%。 截至发稿，梁莉累计任职时间4年187天，现任基 ...

10月17日，麒麟信安跌5.28%，截至发稿，报53.13元/股，成交9889.97万元，换手率4.58%，总市值 54.24亿元。 资料显示，湖南麒麟信安科技股份有限公司位于湖南省长沙高新开发区麒云路20号麒麟科技园1栋4楼， 成立日期2015年4月2日，上市日期2022年10月28日，公司主营业务涉及操作系统产品研发及技术服务, 并以操作系统为根技术创新发展信息安全、云计算等产品及服务业务。主营业务收入构成为：操作系统 62.00%，云计算24.11%，信息安全12.01%，其他0.97%，技术开发服务0.90%。 截至发稿，左少逸累计任职时间2年152天，现任基金资产总规模5.5亿元，任职期间最佳基金回报 32.17%， 任职期间最差基金回报31.9%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，诺安基金旗下1只基金位居麒麟信安十大流通股东。诺安创新驱动混合A（001411）二季度 新进十大流通股东，持有股数38.84万股，占流通 ...

10月15日，麒麟信安涨5.89%，截至发稿，报57.39元/股，成交6973.06万元，换手率3.15%，总市值 58.58亿元。 资料显示，湖南麒麟信安科技股份有限公司位于湖南省长沙高新开发区麒云路20号麒麟科技园1栋4楼， 成立日期2015年4月2日，上市日期2022年10月28日，公司主营业务涉及操作系统产品研发及技术服务, 并以操作系统为根技术创新发展信息安全、云计算等产品及服务业务。主营业务收入构成为：操作系统 62.00%，云计算24.11%，信息安全12.01%，其他0.97%，技术开发服务0.90%。 从麒麟信安十大流通股东角度 数据显示，诺安基金旗下1只基金位居麒麟信安十大流通股东。诺安创新驱动混合A（001411）二季度 新进十大流通股东，持有股数38.84万股，占流通股的比例为0.97%。根据测算，今日浮盈赚取约123.9 万元。 诺安创新驱动混合A（001411）成立日期2015年6月18日，最新规模2.13亿。今年以来收益29.89%，同 类排名2566/8161；近一年收益35.14%，同类排名1874/8015；成立以来收益53.03%。 诺安创新驱动混合A（001411）基金 ...

Core Viewpoint - The U.S. government, led by President Trump, announced a 100% tariff on all Chinese goods starting November 1, along with export controls on key software, which will accelerate the domestic software replacement process in China [2][3]. Group 1: U.S. Trade Measures - The U.S. will impose a 100% additional tariff on all Chinese imports and export controls on key software starting November 1 [2]. - The U.S. measures are seen as a strategic move to pressure China ahead of the APEC summit, with potential implications for negotiations [2][3]. Group 2: China's Response and Industry Impact - China's Ministry of Commerce has implemented export controls on various technologies, including chip production equipment and lithium batteries, which are crucial for modern industries [2][3]. - China is expected to dominate the rare earth industry by 2025, holding 49% of global reserves and 69% of production, making it a critical resource for the U.S. [2][3]. Group 3: Domestic Software Development - The export controls on key software will accelerate the domestic replacement process in China, particularly in the fields of EDA, CAD, CAE, MES, and PLM [3][4]. - The shift towards domestic software is seen as essential due to China's heavy reliance on imported industrial software [3][4]. Group 4: Industrial Digital Transformation - The announcement of using WPS format in government documents marks a significant milestone for domestic software, indicating a breakthrough in the software replacement strategy [4]. - "Lighthouse factories," which utilize advanced technologies for efficiency, are expected to be prioritized in national strategic development plans, driving demand for industrial software [4]. Group 5: Investment Opportunities - Companies in the EDA, industrial software, operating systems, databases, network security, and industry IT sectors are highlighted as potential investment opportunities due to the ongoing shift towards domestic solutions [4]. - Specific companies to watch include: - EDA: Huada Jiutian, Guangliwei, Gai Lun Electronics [4] - Industrial Software: Dingjie Zhizhi, Nengke Technology, Suochen Technology, Zhongwang Software, Zhongkong Technology [4] - Operating Systems: China Software, Ruantong Power, Runhe Software, Chengmai Technology [4] - Databases: Dameng Data, Taiji Co. [4] - Network Security: Deepin Technology, Qilin Security, Sanwei Security, Guotou Intelligent, Qimingxing Chen [4] - Industry IT: Keda Xunfei, Hehe Information, Hengsheng Electronics, Kingsoft Office, Foxit Software, Tuolisi, Tax Friend Shares, Caixun Shares, Dingdian Software, Jiuyuan Yinhai, Jiahe Meikang, Guanglian Da, Kingdee International, Yonyou Network, Fanwei Network, Yuxin Technology, Newland [4].

聚焦医疗健康领域核心痛点，双方将整合技术与资源优势，联合打造软硬件一体化行业解决方案。共同 探讨智慧医保、智慧医疗、智慧养老、慢病防控、政务云及医疗健康信创安全等场景，为行业用户提 供"技术领先、安全合规、一站式落地"的服务，助力区域健康平台建设与医疗健康产业高质量发展。 在市场层面，双方将在医保、卫健、人社、党政、能源、金融等领域的资源，实现"相互推荐、联合攻 坚"，共同提升品牌影响力；在生态层面，双方将积极参与医疗健康AI与基础软件融合领域的技术标准 制定、安全规范完善，共建开放、繁荣的产业生态。 双方明确以"技术深度融合、场景精准突破、生态协同共赢"为核心，展开三大维度的合作。在技术与产 品融合层面，双方将重点推进智慧眼AI技术与麒麟信安基础软件的全场景适配与优化。智慧眼的"砭 石"大模型、医保基金智能监管、智慧诊疗、健康管理、隐私计算等AI算法与应用，将与麒麟信安操作 系统、云桌面、轻量级云平台及信息安全产品进行深度适配、性能优化与合规认证；同时，麒麟信安将 提供基于国产CPU环境的技术支撑与安全增强，确保智慧眼AI应用在高安全要求场景下实现"极致性 能、稳定运行、数据安全"，显著提升双方产品在信创环 ...

Core Viewpoint - The strategic cooperation agreement between Wisdom Eye Technology Co., Ltd. and Hunan Qilin Xinan Technology Co., Ltd. aims to create an innovative and secure "AI + operating system" solution, focusing on key sectors such as healthcare and social security, contributing to the national "Healthy China" strategy and the development of the domestic innovation industry [2][3]. Group 1: Technical Collaboration - The partnership leverages the complementary strengths of both companies, combining Wisdom Eye's AI capabilities with Qilin Xinan's operating system expertise to meet the urgent industry demands for advanced technology, data security, and independent innovation [3][4]. - Wisdom Eye's AI applications, including its "Bianshi" model and intelligent medical insurance supervision, will be optimized for compatibility with Qilin Xinan's operating systems and security products, enhancing performance and compliance in high-security environments [4][5]. Group 2: Industry Solutions - The collaboration will focus on developing integrated hardware and software solutions to address core challenges in the healthcare sector, including smart medical insurance, smart healthcare, and chronic disease prevention [4][5]. - Both companies will work together to provide leading-edge, secure, and compliant services to industry users, supporting the construction of regional health platforms and the high-quality development of the healthcare industry [4][5]. Group 3: Market and Ecosystem Development - The partnership will enhance brand influence through mutual recommendations and joint efforts in sectors such as medical insurance, health, energy, and finance [6]. - Both companies will actively participate in the formulation of technical standards and safety regulations in the field of AI and basic software integration, promoting the large-scale application of domestic technologies in key industries [6].