Core Insights - The quantum technology sector saw a rise of 1.27%, ranking second among concept sectors, with 53 stocks increasing in value, including notable gainers like Geer Software, Shenzhou Information, and ST Fuhua, which hit the daily limit up [1][2] - The sector experienced a net outflow of 5.579 billion yuan in main funds, with 46 stocks receiving net inflows, and 11 stocks seeing inflows exceeding 50 million yuan [2][3] Sector Performance - The quantum technology sector's performance was highlighted by significant stock movements, with Geer Software rising by 19.85%, Shenzhou Information by 9.98%, and ST Fuhua by 5.08% [1][3] - Conversely, stocks like Tengjing Technology, AVIC Optoelectronics, and Guangku Technology faced declines of 11.60%, 6.88%, and 6.79% respectively [1][6] Fund Flow Analysis - The leading stocks in terms of net inflow included Zhejiang Dongfang with 398.22 million yuan, followed by China Great Wall and Beixin Source with 146.19 million yuan and 135.52 million yuan respectively [2][3] - The net inflow ratios for ST Fuhua, Beixin Source, and Zhejiang Dongfang were 15.96%, 13.77%, and 10.71% respectively, indicating strong interest in these stocks [3][4]

关于控股股东部分股份质押续期的公告 北京北信源软件股份有限公司 关于控股股东部分股份质押续期的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 北京北信源软件股份有限公司（以下简称"公司"或"北信源"）于近日收 到公司控股股东、实际控制人林皓先生将其所持有的公司部分股份办理了质押续 期的通知，具体事项如下： 注：本次质押续期不涉及新增融资安排。 二、股东股份累计被质押基本情况 1 股东 名称 是否为第一 大股东及一 致行动人 本次质押数 量（股） 占其所持 股份比例 占公司总股 本比例 是否为 限售股 是否为 补充质 押 质押起始 日 原质押到 期日 续期后质 押到期日 质权 人 质 押 用 途 林皓 是 15,630,000 7.11% 1.08% 是(高管 锁定股) 否 2025 年 10 月 30 日 2025 年 10 月 31 日 2026 年 10 月 27 日 上海 徐汇 大众 小额 贷款 股份 有限 公司 融 资 一、股东部分股份质押续期的基本情况 截至本公告披露日，林皓先生所持质押股份情况如下： 股 东 名 称 持股数量 持股比 例 本次 ...

Core Viewpoint - The A-share market experienced fluctuations on October 30, with all three major indices showing significant declines, particularly the ChiNext index which fell nearly 2%, and the Shanghai Composite Index dropping below 4000 points. However, quantum technology stocks showed strong performance, indicating a growing interest in this sector [2]. Market Performance - The A-share market saw a turbulent adjustment, with the ChiNext index declining nearly 2% and the Shanghai Composite Index falling below 4000 points [2]. - Quantum technology stocks were notably active, with Shenzhou Information achieving two consecutive trading limits, and Geer Software hitting four trading limits in six days. Fujida surged over 19%, while Guodun Quantum, Weide Information, and Puyuan Precision Electronics all rose over 10% [2]. Industry Developments - On October 28, NVIDIA announced the launch of NVQLink, connecting 17 quantum computing companies and 9 research laboratories to integrate quantum and GPU computing. NVQLink is an open system architecture designed to combine the extreme performance of GPU computing with quantum processors to build accelerated quantum supercomputers [2]. - According to a report by Guotai Junan Securities, quantum computing is recognized as one of the most disruptive frontier technologies. Reports from IBM and the China Academy of Information and Communications Technology indicate that quantum computing is still in the early stages of technological breakthroughs, with potential substantial progress expected in the next 5 to 10 years [2]. - The application of quantum security is still in its infancy, but there is significant growth potential. China is leading in the QKD quantum security field, having established a relatively complete quantum secure communication industry chain centered around QKD technology. The quantum measurement industry is currently entering a diversified development phase [2].

Group 1 - The company Beixin Source (SZ 300352) announced the convening of its fifth board of directors' temporary meeting on October 28, 2025, to review the proposal for the "2025 Q3 Report" [1] - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market's transformation into a new "slow bull" pattern [1]

关于 2025 年前三季度计提信用减值损失、资产减值损失的公告 证券代码：300352 证券简称：北信源 公告编号：2025-073 北京北信源软件股份有限公司 关于 2025 年前三季度计提信用减值损失、资产减值损失的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本次计提信用减值损失及资产减值损失情况概述 （一）计提信用减值损失及资产减值损失的原因 依据《企业会计准则》等相关规定，北京北信源软件股份有限公司(以下简 称"公司"或"北信源")对合并报表范围内的2025年9月30日的各类资产进行了 全面清查，并进行了充分的评估和分析，经减值测试，部分资产存在一定的减值 迹象，基于谨慎性原则，公司对存在减值迹象的相关资产计提信用减值损失及资 产减值损失。 （二）计提信用减值损失及资产减值损失明细表 单位：元 | 类别 | 项目 | 本期发生额 | | --- | --- | --- | | 信用减值损失（损失以 | 应收票据减值损失 | 187,993.69 | | "-" 号填列） | 应收账款减值损失 | -25,849,690.52 | | | ...

关于公司及控股子公司使用部分暂时闲置募集资金进行现金管理的公告 证券代码：300352 证券简称：北信源 公告编号：2025-072 北京北信源软件股份有限公司 关于公司及控股子公司使用部分暂时闲置募集资金进行现金管理的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 北京北信源软件股份有限公司（以下简称"北信源"或"公司"）于 2025 年 10 月 28 日召开第五届董事会第二十二次临时会议，审议通过了《关于公司及 控股子公司使用部分暂时闲置募集资金进行现金管理的议案》，同意公司及控股 子公司北信源系统集成有限公司（以下简称"控股子公司"）在确保不影响募集 资金投资项目建设和资金安全的情况下，拟使用额度不超过人民币 2,000 万元 （含 2,000 万元）的闲置募集资金适时地购买安全性高、流动性好的现金管理产 品，例如结构性存款、理财产品、收益凭证等。上述额度使用期限自董事会审议 通过之日起 12 个月内有效，在前述额度和期限内，资金可以循环滚动使用，同 时董事会授权公司董事长在前述有效期和额度内行使该项投资决策权及签署相 关文件。 一、募集资金基本 ...

北京北信源软件股份有限公司 第五届董事会第二十二次临时会议决议公告 a一、董事会会议召开情况 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 北京北信源软件股份有限公司（以下简称"公司"）第五届董事会第二十二 次临时会议于2025年10月28日（星期二）上午11:00在北京市海淀区闵庄路3号玉 泉慧谷二期3号楼4层大会议室以现场结合通讯会议形式召开。本次会议的通知及 会议资料于2025年10月24日以电子邮件、专人送达的形式送达全体董事和高级管 理人员。会议应出席董事9人，实际出席董事9人。会议由公司董事长林皓先生主 持，公司高级管理人员列席会议。 第五届董事会第二十二次临时会议决议公告 证券代码:300352 证券简称:北信源 公告编号：2025- 071 本次会议符合《中华人民共和国公司法》和《北京北信源软件股份有限公司 章程》的有关规定。 二、董事会会议审议情况 经参加会议的董事认真审议通过如下决议： (一)审议通过《关于公司<2025年第三季度报告>的议案》 经审议，公司《2025 年第三季度报告》符合法律、行政法规、中国证监会 的有关规定，报告内容真 ...

国投证券股份有限公司 关于北京北信源软件股份有限公司及其控股子公司 使用部分暂时闲置募集资金进行现金管理的核查意见 截至 2025 年 9 月 30 日，本次非公开发行股票募集资金使用情况如下表所示： 单位：万元 | | | | | | | | | 截至2025年9 | 截至 2025年9 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 项目名称 | 拟投入募集资金 | 金额 | 募集资金承诺 投资总额 | 调 整 | 后 投 总额 | 资 | 月30日累计 | 月30日 | 项目实施主 体 | | | | | | | | | | 投入金额 | 投资进 | | | | | | | | | | | | 度 | | | | 新一代互 联网安全 聚合通道 | | | | | | | | | 北京北信源 | | 1 | | | 76,986.00 | 63,481.16 | | 34,312.64 | | 37,526.53 | 109.37% | 软件股份有 | | | | | | | | | | | | ...

Financial Performance - The company's operating revenue for Q3 2025 was ¥8,124,552.03, a decrease of 94.39% compared to the same period last year[5] - The net profit attributable to shareholders was -¥69,021,650.75, reflecting a decline of 480.15% year-on-year[5] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -¥69,212,558.47, down 480.11% from the previous year[5] - The basic and diluted earnings per share were both -¥0.0476, a decrease of 480.80% compared to the same period last year[5] - Total revenue for the current period is CNY 116,014,324.91, a decrease of 69.31% compared to CNY 377,845,319.76 in the previous period[18] - Net loss for the current period is CNY 168,922,613.69, compared to a net loss of CNY 48,947,189.59 in the previous period, representing an increase in losses[19] - The total comprehensive income for the period was -168,922,613.69 CNY, compared to -48,947,189.59 CNY in the previous period[20] - Basic and diluted earnings per share were both -0.1146 CNY, a decrease from -0.0328 CNY in the prior period[20] Cash Flow and Assets - The net cash flow from operating activities was ¥31,229,025.24, an increase of 122.68% year-to-date[5] - Cash and cash equivalents decreased to CNY 48,246,731.37 from CNY 82,122,131.23, a decline of 41.24%[15] - Accounts receivable decreased to CNY 409,959,029.56 from CNY 573,521,345.71, a reduction of 28.56%[15] - Inventory increased to CNY 327,662,449.50 from CNY 308,625,951.49, an increase of 6.93%[15] - Non-current assets total CNY 1,121,454,971.96, slightly up from CNY 1,114,428,465.20, indicating a marginal growth of 0.23%[16] - Total liabilities amount to CNY 781,189,483.49, a slight increase from CNY 778,702,151.11, reflecting a growth of 0.62%[17] - The company has a total equity of CNY 1,221,219,850.28, down from CNY 1,390,189,938.58, a decline of 12.16%[17] Shareholder Information - The company had a total of 95,110 common shareholders at the end of the reporting period[10] - The largest shareholder, Lin Hao, holds 54,992,839 shares, representing approximately 25.5% of the total shares[11] - The top 10 shareholders collectively hold a significant portion of the company's shares, with the largest institutional investor being Hong Kong Central Clearing Limited, owning 15,117,307 shares[11] - As of September 30, 2025, the total number of restricted shares held by Lin Hao is 164,978,516, after the release of 54,510,000 shares this period[12] - The total number of restricted shares for all executives is 173,213,205, with 54,667,500 shares released this period[13] - The company has not reported any changes in the shareholding structure due to the transfer of shares among the top 10 shareholders[11] Operational Insights - The decline in net profit was primarily due to reduced revenue and decreased gross profit margins[8] - The company reported a significant increase in non-recurring gains, totaling ¥190,907.72 for the current period[6] - The company has not disclosed any new product developments or technological advancements in this quarter[14] - There are no new strategies or significant market expansions mentioned in the current report[14] - The company has not indicated any plans for mergers or acquisitions in the near future[14] - No significant changes in user data or performance guidance have been reported for the upcoming quarter[14] Financial Reporting - The financial statements for the quarter ending September 30, 2025, are currently being prepared and will be released shortly[14] - The third quarter financial report was not audited[23]

Core Viewpoint - On October 20, Beixin Source's stock rose by 2.17%, with a trading volume of 171 million yuan, indicating positive market sentiment towards the company [1]. Financing and Margin Trading - On the same day, Beixin Source had a financing purchase amount of 15.82 million yuan and a financing repayment of 11.14 million yuan, resulting in a net financing purchase of 4.68 million yuan [1]. - As of October 20, the total margin trading balance for Beixin Source was 552 million yuan, with the financing balance of 549 million yuan accounting for 6.69% of the circulating market value, which is above the 80th percentile level over the past year [1]. - In terms of securities lending, Beixin Source had a securities repayment of 15,000 shares and a securities sale of 92,300 shares, amounting to 522,400 yuan at the closing price [1]. Company Overview - Beixin Source Software Co., Ltd. was established on May 28, 1996, and listed on September 12, 2012. The company specializes in the research, production, sales, and technical services of information security software products [2]. - The main business revenue composition includes software products (51.85%), technical services (22.30%), system integration (16.47%), and others (9.37%) [2]. - As of June 30, the number of shareholders was 100,200, an increase of 4.21% from the previous period, while the average circulating shares per person decreased by 4.04% to 12,744 shares [2]. Financial Performance - For the first half of 2025, Beixin Source reported an operating income of 108 million yuan, a year-on-year decrease of 53.72%, and a net profit attributable to shareholders of -97.11 million yuan, a decrease of 47.94% year-on-year [2]. Dividend and Institutional Holdings - Since its A-share listing, Beixin Source has cumulatively distributed 117 million yuan in dividends, with no dividends distributed in the past three years [3]. - As of June 30, 2025, the top ten circulating shareholders included Southern CSI 1000 ETF (512100) as the third-largest shareholder with 13.37 million shares, an increase of 4.69 million shares from the previous period [3].