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].

长江证券指出，"20%的价格评审优惠"这一"隐形补贴"或将直接改变市场现有竞争格局。假设本国产品 与非本国产品竞标时，前者报价将按80%计算，即本国产品报价10万元将按8万元评审，而非本国产品 报价9万元，则其评审价仍为9万元。此时虽然本国产品报价稍高，但评审价却具备优势。国产产品将在 政策扶持下具备更强的价格竞争力。 同时该机构表示，此次本国产品标准的出台完善了政府采购制度，进一步增加了政府采购政策的公平性 和透明度，同时，有望推动重点产业供应链国产化。受益于信创产业的国产芯片产业链、国产操作系统 产业链和华为产业链等领域值得关注。 麒麟信安：麒麟信安操作系统基于国内自主根社区openEuler研制，同时依托openEuler建设生态形成全 栈全量适配的统一生态，确保全要素、全链条安全可靠。公司互动平台表示，该操作系统并获得中国电 力科学研究院、中国信息安全测评中心等国家和行业权威机构测试认可，符合政府《采购需求标准》及 关键领域安全可靠要求。 9月30日，国务院办公厅印发《关于在政府采购中实施本国产品标准及相关政策的通知》，自2026年1月 1日起施行。 《通知》明确，政府采购中的本国产品标准，是指产品在 ...

麒麟信安在互动平台表示，公司操作系统、云桌面产品已与摩尔线程公司产品开展研发适配，并取得阶 段性成果。其中，基于海光国产服务器平台与摩尔线程MTTS3000显卡的组合方案，已在麒麟信安云上 完成显卡直通及虚拟化切分测试，系统整体运行稳定，性能表现良好。后续公司将持续推进与摩尔线程 产品的深度适配及技术优化工作。 ...

Core Viewpoint - The company has made adjustments to its fundraising projects by adding new implementation entities and postponing project timelines to enhance the efficiency of fund utilization and align with business strategies [1][13]. Fundraising Overview - The company raised a total of RMB 910.12 million by issuing 13.21 million shares at a price of RMB 68.89 per share, with a net amount of RMB 833.19 million after deducting issuance costs [1][2]. - As of June 30, 2025, the company has an unused balance of RMB 478.45 million from the raised funds, with RMB 7.28 million in current deposits and RMB 471.16 million in cash management [3][4]. Investment Project Details - The primary investment project is the "Kirin Security Operating System Product Upgrade and Ecological Construction Project," with a planned investment of RMB 659.52 million, of which RMB 154.62 million has been utilized [3][5]. - The company has established a special account for managing the raised funds, ensuring compliance with regulatory requirements [2][12]. New Implementation Entities - The company has added Beijing Qian'an Information Technology Co., Ltd. as a new implementation entity for the "Regional Marketing and Technical Service System Construction Project" [5][12]. - The new entity will be responsible for enhancing the project’s implementation efficiency and aligning with the company's business planning [5][9]. Project Postponement - The timeline for the "Regional Marketing and Technical Service System Construction Project" has been extended from November 2025 to November 2027 due to market conditions and the need for careful evaluation of investment [6][7]. - The company emphasizes that this postponement does not affect the intended use of the raised funds or the overall project scale [6][8]. Project Necessity and Feasibility - The project is deemed necessary to upgrade the existing marketing network and enhance service capabilities, which is crucial for the company's strategic development [8][9]. - The company has established a solid operational framework and has accumulated a stable customer base, supporting the feasibility of the project [11][12]. Regulatory Compliance - The adjustments made regarding the new implementation entities and project timelines have been approved by the company's board and supervisory committee, ensuring compliance with relevant regulations [13][14]. - The company will continue to monitor market conditions and adjust project implementation as necessary to safeguard the interests of shareholders [10][12].

格隆汇8月1日丨麒麟信安(688152.SH)在投资者互动平台表示，1、公司是华为在欧拉生态和鲲鹏生态的 重要合作伙伴，作为openEuler社区常务委员单位、首批openEuler商业发行版厂商，麒麟信安率先发布 了基于openEuler的操作系统商业发行版本并持续迭代，与华为合作打造了基于鲲鹏数字底座的全场景 国产化解决方案，形成"麒麟信安操作系统+麒麟信安云桌面+麒麟信安云平台+鲲鹏服务器"的解决方案 并在多个关键领域实现应用。同时，麒麟信安操作系统、CentOS安全加固套件产品及服务已上架华为 云云商店。今年以来，公司还推出了基于"鲲鹏920架构服务器+昇腾AI卡"的麒麟信安全国产化智算一 体机产品。2、2025年公司层面股权激励业绩考核目标设定为营业收入不低于4.5亿元，具体内容请详见 公司披露的《湖南麒麟信安科技股份有限公司2024年限制性股票激励计划（草案）摘要公告》（公告编 号：2024-040）。公司股权激励计划中设置的公司层面业绩考核目标不代表公司的业绩承诺，请投资者 注意投资风险。3、公司推出的麒麟信安全国产化智算一体机产品尚处于市场推广初期，已有少量订 单，暂不会对公司经营业绩造成重大 ...

Core Points - The successful launch of the "Zhuque-2" rocket carrying six satellites marks a new record for China's commercial satellite launches, drawing significant attention to Changsha Tianyi Research Institute Co., Ltd. and the Xiangjiang New Area [1][6] - The "Tianyi 42" satellite, also known as "Shenqi No. 2," is the second commercial Synthetic Aperture Radar (SAR) satellite developed by the company, capable of monitoring millimeter-level terrain changes on Earth [1][3] - The company has achieved a significant milestone by completing the systematic deployment of 37 satellites, transitioning from single satellite verification to mass production [6][8] Company Overview - Changsha Tianyi Research Institute was founded in 2016, coinciding with the beginning of China's commercial space industry, and has since established itself in the Xiangjiang New Area [6][7] - The company has benefited from supportive policies in the Xiangjiang New Area, which has helped attract and retain talent crucial for its success [8][20] - The institute's founder, Yang Feng, emphasizes the importance of perseverance and technological confidence in navigating the challenges of the commercial satellite sector [7][8] Industry Context - The Xiangjiang New Area is becoming a hub for aerospace and satellite applications, with various companies and industries contributing to a robust ecosystem [8][20] - The area has seen significant growth in the aerospace sector, with multiple enterprises involved in national space programs and satellite production [8][20] - The successful launch and development of commercial satellites reflect the broader advancements in China's aerospace capabilities and the increasing role of private enterprises in this field [1][6][8]

Fundraising Overview - The company raised a total of RMB 910,118,259.09 from the issuance of 13,211,181 shares at a price of RMB 68.89 per share, with a net amount of RMB 833,191,183.76 after deducting issuance costs [2] - As of December 31, 2024, the company has used a total of RMB 320,525,000 of the raised funds, with RMB 161,195,500 used in previous years and RMB 159,329,400 used in the current year [3] Fund Management - The company has established a fundraising management system in compliance with relevant laws and regulations, ensuring that funds are stored in dedicated accounts and used exclusively for designated projects [4] - A tripartite supervision agreement was signed with the underwriter and banks to ensure proper management of the raised funds [5] Fund Usage and Status - As of December 31, 2024, the company had transferred all funds from a specific bank account to its own funds account for permanent working capital, and the account was subsequently closed [6] - The company has approved the establishment of subsidiaries to implement fundraising projects, including the establishment of Hunan Euler Innovation Center and Shaanxi Qilin Xin'an Information Technology Co., Ltd. as project implementation entities [7][10] Financial Management - The company has not used idle funds for temporary working capital in 2024, and there are no instances of using idle funds beyond authorized limits [18][28] - As of December 31, 2024, the company had unused raised funds amounting to RMB 542,153,800, with RMB 24,439,400 in demand deposits and RMB 517,718,400 in cash management [22] Project Implementation - The company has not experienced any changes in the implementation entities for fundraising projects as of December 31, 2024 [27] - The company has used excess raised funds to permanently supplement working capital, amounting to RMB 10,400,000 [23] Compliance and Audit - The company has received a verification report from Tianzhi International Accounting Firm, confirming that the management and usage of raised funds comply with regulatory requirements [28] - The underwriter has also verified that the fundraising activities align with relevant laws and regulations, ensuring no harm to shareholder interests [29] Strategic Development - The company aims to strengthen its core business in the key information infrastructure sector, focusing on the development of operating systems and related services [65] - In 2025, the company plans to enhance its market presence in critical industries such as energy, finance, and education, leveraging its integrated product offerings in operating systems, cloud computing, and information security [66][67]