Core Insights - Wisdom Eye Technology Co., Ltd. has signed a strategic cooperation agreement with Qilin Xinan to leverage their expertise in AI and operating systems [1] - The partnership aims to develop innovative and secure "AI + operating system" solutions, focusing on key sectors such as healthcare, medical insurance, human resources, and social security [1] Group 1 - Wisdom Eye is recognized as a national "specialized and innovative" small giant enterprise [1] - The collaboration is intended to establish a long-term strategic partnership between the two companies [1] - The focus areas for the joint solutions include critical fields that impact public welfare and health [1]

Core Viewpoint - The A-share market has seen a significant rise in domestic software stocks, with notable gains from companies like Kingsoft Office and Chengmai Technology, driven by recent news related to the Ministry of Commerce's announcement [1][2]. Group 1: Stock Performance - Kingsoft Office (688111) led the sector with a rise of 17.84%, reaching a market capitalization of 162.1 billion [2]. - Chengmai Technology (300598) increased by 13.08%, with a total market value of 12.3 billion [2]. - Kirin Security (688152) saw an 11.44% gain, bringing its market cap to 6.0 billion [2]. - China Software (600536) rose by 10%, with a market capitalization of 50.7 billion [2]. - China Great Wall (000066) increased by 6.10%, with a market value of 57.2 billion [2]. - Other notable performers include Taiji Co. (002368) up 5.10%, Inspur Software (600756) up 4.93%, and Runhe Software (300339) up 4.86% [1][2]. Group 2: Market Drivers - The surge in software stocks coincided with a trending topic on Weibo regarding the Ministry of Commerce's announcement, which included a shift to WPS format for certain documents, sparking public interest [1][2]. - The announcement also included export controls on certain rare earth-related items with Chinese components, which may have implications for the tech sector [1][2].

Core Viewpoint - The domestic software sector experienced a significant rally, with notable stocks such as China Software hitting the daily limit, and Kirin Security rising over 10% [1] Group 1: Stock Performance - China Software reached the daily limit, indicating strong investor interest and confidence in the stock [1] - Kirin Security saw an increase of over 10%, reflecting positive market sentiment [1] - Other companies such as Runhe Software, Yingfang Software, and Zhuoyi Information also experienced upward movement, suggesting a broader trend in the sector [1]

10月10日，麒麟信安跌4.82%，成交额1.45亿元。两融数据显示，当日麒麟信安获融资买入额1372.03万 元，融资偿还2559.74万元，融资净买入-1187.71万元。截至10月10日，麒麟信安融资融券余额合计1.57 亿元。 分红方面，麒麟信安A股上市后累计派现2589.39万元。 机构持仓方面，截止2025年6月30日，麒麟信安十大流通股东中，中欧科创主题混合(LOF)A（501081） 位居第二大流通股东，持股60.49万股，相比上期增加35.46万股。诺安创新驱动混合A（001411）位居 第三大流通股东，持股38.84万股，为新进股东。中欧智能制造混合A（015143）位居第四大流通股东， 持股37.88万股，相比上期增加18.08万股。信澳新能源产业股票A（001410）、博时上证科创板人工智 能ETF发起式联接A（023520）退出十大流通股东之列。 责任编辑：小浪快报 融券方面，麒麟信安10月10日融券偿还1482.00股，融券卖出200.00股，按当日收盘价计算，卖出金额 1.06万元；融券余量2200.00股，融券余额11.63万元，低于近一年30%分位水平，处于低位。 资料显示， ...

Investment Rating - The report maintains a "Recommended" rating for the industry [4] Core Insights - The report highlights the significant impact of U.S. tariffs and export controls on Chinese products, particularly in the software and hardware sectors, emphasizing the need for domestic innovation and self-reliance [1] - The Chinese government is actively promoting domestic products through favorable procurement policies, including a 20% price deduction for local products in competitive bidding [1] - The report indicates that the domestic chip industry is gaining traction, particularly in the financial sector, with major projects like the Industrial and Commercial Bank of China's procurement of Huaguang chip servers valued at approximately 3 billion yuan [1] - The report notes a substantial increase in domestic server procurement by China Unicom, with 90.1% of the servers being domestically produced, reflecting a strong trend towards localization [2] - The report anticipates a turning point for the domestic innovation industry (Xinchang) driven by supportive policies and improving performance of listed companies in the sector [2][3] Summary by Sections - **Policy Support**: The government emphasizes high-level technological self-reliance as a key development focus, aiming to enhance core technology research and innovation capabilities [2] - **Market Performance**: Several listed companies in the Xinchang sector have shown improved performance compared to the previous year, indicating a positive outlook for the industry [3] - **Investment Recommendations**: The report suggests focusing on key players in the Xinchang sector, including China Software, Dameng Data, and others, as well as leaders in specific sub-sectors like industrial software and the Harmony OS ecosystem [3]

Group 1 - The State Council issued a notice on September 30, 2023, regarding the implementation of domestic product standards in government procurement, effective from January 1, 2026 [1] - The notice specifies that domestic products must be produced within China and meet a certain cost ratio for components produced domestically, with additional requirements for key components and processes [1] - A 20% price evaluation discount will be granted to domestic products compared to non-domestic products during government procurement activities, enhancing the price competitiveness of domestic products [1] Group 2 - Changjiang Securities noted that the 20% price evaluation discount acts as an "invisible subsidy," potentially altering the existing market competition landscape [1] - The introduction of domestic product standards is expected to improve the fairness and transparency of government procurement policies and promote the localization of supply chains in key industries [1] - Key sectors such as the domestic chip industry, domestic operating systems, and Huawei's supply chain are anticipated to benefit from this policy [1] Group 3 - China Software has a complete business chain covering operating systems, middleware, security products, and application systems across important sectors of the national economy [2] - Kirin Trust's operating system is based on the domestic openEuler community and has received recognition from national and industry authorities, ensuring compliance with government procurement standards [2]

证券日报网讯 9月30日晚间，麒麟信安发布公告称，公司及控股子公司麒麟信安（广东）科技有限公司 于近日收到政府补助款项合计1，570.96万元。 （文章来源：证券日报） ...

湖南麒麟信安科技股份有限公司（以下简称"公司"）及控股子公司麒麟信 安（广东）科技有限公司于近日收到政府补助款项合计 1,570.96 万元，属于与收 益相关的政府补助款项。 二、补助的类型及其对公司的影响 根据《企业会计准则第 16 号-政府补助》的有关规定，公司获得的上述政府 补助属于与收益相关的政府补助。上述政府补助未经审计，具体的会计处理及对 公司 2025 年度损益的影响，最终以审计机构年度审计确认后的结果为准，敬请 投资者注意投资风险。 特此公告。 湖南麒麟信安科技股份有限公司 董事会 2025 年 10 月 1 日 证券代码：688152 证券简称：麒麟信安 公告编号：2025-079 湖南麒麟信安科技股份有限公司 关于公司及子公司获得政府补助的公告 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。 一、获得补助的基本情况 ...

证券代码：688152 证券简称：麒麟信安 公告编号：2025-080 湖南麒麟信安科技股份有限公司 关于子公司开立募集资金专项账户并签订募集资金 专户存储四方监管协议的公告 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。 一、募集资金基本情况 根据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〔2022〕2092 号），同意公司向社会 公开发行人民币普通股（A 股）1,321.1181 万股，发行价格为 68.89 元/股，募集 资金总额为人民币 910,118,259.09 元，扣除本次发行费用人民币 76,927,075.33 元 （不含税）后，实际募集资金净额为人民币 833,191,183.76 元。上述募集资金已 于 2022 年 10 月 20 日全部到位，天职国际会计师事务所（特殊普通合伙）对本 次发行募集资金到账情况进行了审验，并出具了天职业字〔2022〕41553 号《验 资报告》。 为规范募集资金管理，保护投资者权益，公司设立了募集资金专项账户。募 集 ...

近日，湖南麒麟信安科技股份有限公司及控股子公司麒麟信安（广东）科技有限公司收到政府补助款项 合计1,570.96万元，此为与收益相关的政府补助。依据《企业会计准则第 号 - 政府补助》规定，该补助 属与收益相关。不过，上述政府补助未经审计，具体会计处理及对公司2025年度损益的影响，最终以审 计机构年度审计确认结果为准，公司提醒投资者注意投资风险。 ...