（文章来源：证券日报） 格尔软件在2021年开始了抗量子密码的部署，将量子随机数、量子密钥分发等技术融合到产品体系中。 格尔软件副总工程师董明富表示，未来的行业整体升级将逐步从金融、能源、民生等关键领域逐步铺 开。 量子计算技术的进步，使得传统密码体系面临巨大威胁。为应对这一威胁，保障信息安全，抗量子密码 技术应运而生，成为量子信息时代维护信息安全的关键技术。格尔软件成立于1998年，在2017年登陆资 本市场，目前已经深耕密码行业27年，通过自主研发的量子加密算法和安全产品，为数据加上了"量子 锁"。 ...

Group 1 - The core viewpoint of the article highlights the recent research conducted by a well-known private equity firm, which indicates that the company Geer Software is experiencing a decline in performance due to intensified market competition and tightened customer budgets [1] - Geer Software plans to improve its performance by enhancing market expansion, optimizing internal management, and strengthening receivables management [1] - The company emphasizes the importance of the password industry, with quantum-resistant password technology and domestic password applications in new scenarios expected to drive industry growth [1] Group 2 - Geer Software's product line has initially developed quantum-resistant capabilities and is advancing standard formulation and pilot applications in line with industry trends [1] - Although Geer Software has not yet launched a complete project in the stablecoin sector, it is conducting in-depth research, believing that password technology has numerous applications in financial system security [1] - The recent acquisition of Shenzhen Weipin Zhiyuan by Geer Software is not yet fully realized, aiming to expand into the data security and AI security markets by leveraging the team's experience accumulated at ZTE Corporation [1]

Core Insights - The article highlights the recognition of Geer Software's self-developed Post-Quantum Cryptography (PQC) security solution at the 11th China (Shanghai) International Technology Import and Export Fair, marking a significant advancement in China's cryptography technology and reflecting the deep changes in global digital governance [1][2] - The rapid development of quantum computing poses a substantial threat to traditional cryptographic algorithms, with predictions that within ten years, public key cryptography will face serious challenges, leading to potential risks in critical information security [1][3] Group 1: Quantum Threat and Industry Response - Quantum computing is rapidly changing the foundational logic of cryptography, rendering traditional public key systems like RSA and ECC vulnerable to quantum attacks [3][4] - Over 80% of global digital identity systems currently rely on traditional public key algorithms, which are at risk due to advancements in quantum computing [3] - Geer Software emphasizes the importance of PQC technology as a defense against quantum threats, aiming to upgrade traditional public key infrastructure (PKI) to a next-generation PKI (NGPKI) that can withstand quantum attacks [4][6] Group 2: Commercialization and Standardization Challenges - PQC technology is still in the research and standardization phase, with significant hurdles to large-scale commercialization, including the need for progress in standardization and supportive policies [6][7] - The National Institute of Standards and Technology (NIST) is set to release the first three global anti-quantum encryption standards in August 2024, which is crucial for the widespread application of PQC technology [6] Group 3: Talent Development and Collaboration - Geer Software prioritizes talent as a key driver for growth, collaborating with universities to foster practical skills in cryptography and contribute to the development of national standards for PQC algorithms [7][8] - The company is actively engaged in pilot projects across various sectors, including finance and government, to validate and implement PQC solutions [8] Group 4: International Expansion and Strategic Significance - Geer Software's international project showcases its first large-scale export of cryptographic technology, emphasizing a comprehensive approach rather than merely exporting components [9][10] - The company aims to leverage continuous investment and ecosystem integration to navigate the challenges posed by the evolving landscape of quantum computing and cryptography [9][10]

Group 1 - Samsung Display's A6 factory in Asan, South Korea, will begin trial operations of its 8.6-generation OLED production line by the end of this year, with full-scale production expected in Q2 2025, aligning with Apple's anticipated release of OLED MacBook Pro and iPad products in the second half of 2025 [1] - The successful signing of the RISC-V chip research and industrialization project by Zhongke Haixin in Wuxi marks a significant advancement, entering a substantive promotion phase [1] - Wuhan University has developed a "digital passport" utilizing domestic secure chips and quantum-resistant cryptography, offering enhanced security and portability compared to traditional paper passports [1] Group 2 - Apple is expected to update the design of its MacBook Pro next year by incorporating a series-connected OLED panel similar to that of the iPad Pro, which features long lifespan, high brightness, and high contrast, while also aiming to make the device thinner [1]

Group 1 - Giant Network announced that its current operating conditions are normal and there are no undisclosed significant matters [3] - Deep Blue Automotive responded to a fire incident involving one of its vehicles, attributing it to external factors rather than vehicle issues [3] - Hu Run exchanged a limited edition LABUBU doll with the CEO of Pony.ai, highlighting a unique collaboration in the tech industry [5] Group 2 - Tesla is set to deliver its first fully autonomous vehicle in Austin, Texas, on June 28, with plans for a Robotaxi service trial, despite facing protests regarding safety concerns [7] - The producer of "Nezha 2" suggested adjusting the profit-sharing model in the Chinese film industry, noting that the current distribution leaves producers with only about 33% of box office revenue [9] - Honor's chief imaging engineer stated that the Honor 400 series cameras do not require lens protectors, emphasizing the quality of their glass [9] Group 3 - Pop Mart's newly opened store in Hangzhou closed shortly after opening due to internal issues, while the company launched its first popop jewelry store in Beijing [11] - Hisense became the first official partner of the FIFA Club World Cup, with its 100-inch TV holding over 56% of the global market share [13] - Xiaomi responded to reports of a university banning Redmi phones for online exams, clarifying that it was not the school's requirement but rather a decision by the technology provider [15] Group 4 - JD Logistics is reportedly moving towards a self-operated model in Saudi Arabia, marking a significant step in its overseas logistics strategy [16] - Guoyan Hanyin completed a multi-million A round financing to develop a new generation of single-molecule immune diagnostic systems [17] - Somnee, a smart sleep device company, raised $10 million in seed funding to advance its AI-based wearable technology [17] Group 5 - Wuhan University developed a "digital passport" using domestic secure chips and quantum-resistant cryptography, enhancing security and portability [18] - Apple is expected to update the MacBook Pro design next year, introducing a series-connected OLED panel and a thinner body [20] - China's trade with Central Asian countries grew by 10.4% in the first five months of this year, reaching a historical high [20]

Core Viewpoint - Geer Software focuses on the information security industry, emphasizing digital trust and data security, and aims to enhance its performance through technological advancements and market expansion [1][2]. Group 1: Company Performance - In 2024, Geer Software achieved an operating income of 529 million yuan, with a net profit attributable to shareholders of 36.81 million yuan and a non-recurring net profit of 15.69 million yuan [1]. - The company is committed to leveraging its advantages in cryptography technology while expanding into emerging security fields such as IoT, low-altitude economy, and artificial intelligence [1]. Group 2: Future Strategy - The company will adhere to the principles of "youthfulness, capitalization, digitalization, and standardization," focusing on cybersecurity and digital asset security [2]. - Geer Software aims to build a comprehensive strategic system covering cryptographic security, data security, digital transformation, and technological innovation through multi-business collaboration [2]. Group 3: Quantum Security Initiatives - Geer Software has completed upgrades to its entire line of cryptographic products to enhance quantum resistance capabilities, with plans to launch a series of quantum-safe products at an upcoming international technology trade fair [2]. - The company is one of the first in China to conduct research on quantum-resistant technology and has initiated pilot projects in banking and securities sectors [2][3]. - The market is optimistic about the prospects of quantum-resistant cryptography, especially as quantum computers pose a threat to traditional encryption methods [3].

Core Viewpoint - The successful release of the anti-quantum password chip "MIXIN PQC01" by Zhengzhou Xinda Yimi Technology Co., Ltd. marks a significant breakthrough in quantum security technology and industry development in Henan Province, providing a domestic solution to security challenges posed by quantum computing [1][2]. Group 1: Product Development - "MIXIN PQC01" is the first practical adaptive anti-quantum password chip in China, designed to address security threats in key areas such as financial transactions, national defense communications, and government data [1]. - The chip integrates anti-quantum algorithms with chip design, offering a robust defense against quantum computing attacks, thus playing a crucial role in safeguarding digital security [1]. - The chip demonstrates advanced capabilities in algorithm reconfigurability, security management, attack resistance, performance power consumption, and process technology, positioning it as a leader in the domestic market [1][2]. Group 2: Industry Collaboration and Application - Zhengzhou Xinda Yimi Technology is collaborating with Suzhou Guoxin Technology Co., Ltd. and Zhengzhou University’s Cybersecurity College to promote pilot applications of "MIXIN PQC01" in high-security scenarios [2]. - The company aims to establish an ecological alliance in the emerging password technology field, seeking innovative application partners across various industries to accelerate the adoption of anti-quantum password technology in critical information infrastructure [2]. Group 3: Market Position and Future Outlook - Henan Province is positioning itself in the new track of quantum technology industry, with Zhengzhou Xinda Yimi Technology being a pioneer in providing comprehensive "technology + product + application" services in quantum password solutions [3]. - The successful release of the anti-quantum password chip is expected to drive the collaborative development of the upstream and downstream industrial chain in quantum security, enhancing Henan's role as a national source of quantum security technology [3].