央广网北京9月16日消息（记者 殷雨婷）9月16日，由工业和信息化部教育与考试中心、安恒信息、中国联合网络通信有限公司软件研究院、全国数字 安全行业产教融合共同体、中国网络空间新兴技术安全创新论坛、智联招聘、中国网络空间安全人才教育论坛联合编制的《AI时代网络安全产业人才发展 报告（2025）》（以下简称"报告"）在国家网络安全宣传周（以下简称"网安周"）期间正式发布，这也是该报告连续第八年在网安周上发布。 | 同 高 | 0 | | --- | --- | | 第一章 国内外网络安全产业及人才概况- | OF | | 第一节 欧美等发达国家网络安全产业及人才概况 - | | | 第二节 我国网络安全产业概况及人才概况 | | | 第三节 国内外AI技术发展对网络安全产业及就业影响 | | | 第二章 网络安全人才从业现状 15 | | | 第一节 我国网络安全从业人才画像 . | | | 第二节 网络安全产业人才的从业现状 | | | 第三节 Al的发展对网络安全从业人员的影响 namemonmennummenn 21 | | 《AI时代网络安全产业人才发展报告（2025）》目录。 报告援引ISC2与Cyb ...

9月11日下午，2025年半年度科创板软件行业集体业绩说明会在线举行，18家科创板上市公司亮相，向 投资者介绍公司经营业绩情况，分享最新业务布局进展。 参会科创板上市公司表示，持续提升的研发投入，为公司研发创新提供了充足的支撑，与此同时，AI （人工智能）赋能为公司业务的发展提供了源源不断的动力。还有科创板上市公司称，将大力发展海外 市场，加快推进国际化进程。 AI赋能业务发展 当下，AI赋能千行百业，与电子信息技术发展息息相关的软件行业更是在经历一场更深层次的"科技革 命"。 上半年，多家科创板上市公司发力AI，进一步加深公司的"护城河"。中科星图副董事长、总经理邵宗有 称，上半年，公司紧抓新一轮人工智能技术发展的趋势，以大模型为核心，大算力为基础，大数据为燃 料，强化数字地球核心能力平台建设，同时不断开拓市场，巩固自身的行业地位，在地理信息产业百强 企业榜单中排名稳步上升。 龙软科技董事长毛善君表示，公司正在积极布局海外市场，通过与河南郑煤集团合作，成功出海，7月 开始在非洲几内亚实施铝土矿智慧矿山综合管控平台项目。公司正在谨慎研究海外矿产资源大国的智能 化及工业软件需求，加快推进国际化进程。 具体到海外 ...

● 本报记者 黄一灵 9月11日下午，2025年半年度科创板软件行业集体业绩说明会在线举行，18家科创板上市公司亮相，向 投资者介绍公司经营业绩情况，分享最新业务布局进展。 参会科创板上市公司表示，持续提升的研发投入，为公司研发创新提供了充足的支撑，与此同时，AI （人工智能）赋能为公司业务的发展提供了源源不断的动力。还有科创板上市公司称，将大力发展海外 市场，加快推进国际化进程。 AI赋能业务发展 当下，AI赋能千行百业，与电子信息技术发展息息相关的软件行业更是在经历一场更深层次的"科技革 命"。 在友车科技董事会秘书喻慧娟看来，在产品功能层面，AI技术进一步提升了数据采集效率，增强了业 务处理与决策分析的智能化水平，从而丰富产品功能，增强市场竞争力。 上半年，多家科创板上市公司发力AI，进一步加深公司的"护城河"。中科星图副董事长、总经理邵宗有 称，上半年，公司紧抓新一轮人工智能技术发展的趋势，以大模型为核心，大算力为基础，大数据为燃 料，强化数字地球核心能力平台建设，同时不断开拓市场，巩固自身的行业地位，在地理信息产业百强 企业榜单中排名稳步上升。 长期的AI投入已转换成"真金白银"。"上半年公司继续全 ...

内容概要：WAF作为保障Web应用安全的基础性核心产品，一直以来都是企业网络安全防护体系、信任 体系构建的重要组成部分。云WAF就是基于云端的web应用防火墙，不需要用户安装，只需要把域名进 行解析到相关地址，就能使用云waf的防护功能。相比传统WAF，云WAF具有弹性扩展、高效防护、简 化部署、智能学习等显著优势。近年来，随着中国云计算市场的日益成熟，云WAF作为保护用户业务 安全免受各类网络威胁的重要产品，已经成为云上租户的首选，云WAF也在整体WAF市场中占据越来 越重要的地位。数据显示，2024年，中国云WAF市场规模达到19.5亿元，同比增长24.2%。互联网服 务、金融、政府为云WAF主要应用领域，同时随着越来越多的在线业务的开展，在线教育、在线医疗 等领域也成为了云WAF服务的主要需求方。随着企业在云环境中对WAF防护的需求不断提升，国内主 要云服务商加大了对Web安全的投入。与此同时，众多网络安全技术厂商也积极与云服务商展开合作， 陆续推出云WAF产品，力图在竞争激烈的云WAF市场中占据有利位置。目前，云WAF参与企业较多， 阿里云、华为云、中国电信、腾讯云、中国移动等厂商为市场主要玩家，占据 ...

Summary of Gotion High-Tech Co. (002074.SZ) Conference Call Company Overview - **Company**: Gotion High-Tech Co. - **Industry**: Battery manufacturing, specifically lithium iron phosphate (LFP) batteries Key Points Volume and Capacity Growth - Gotion delivered approximately **40 GWh** of battery products in **1H25**, representing a **48% year-over-year growth** [2] - Management indicated that company utilization remains at a high level, suggesting sustainable growth momentum [2] - To support this growth, Gotion is initiating a total of **40 GWh** battery capacity in **Jiangsu and Anhui Provinces** (20 GWh each) [2] - The overseas market contributed **33%** of company revenue in **1H25**, with ongoing production network expansion in **Morocco, Vietnam, and Slovakia** [2] - Management expects **CAPEX** to see year-over-year growth in **2025** [2] Product Upgrading - The introduction of the **3rd generation battery cell** is expected to significantly increase Gotion's penetration into the mid-high end EV market [3] - A unified battery cell co-developed with **Volkswagen** is compatible with **80%** of Volkswagen's new EV models in the pipeline [3] All-Solid-State Battery Development - Gotion's first pilot production line for all-solid-state batteries has been completed, achieving a production yield of approximately **90%** [4] - The company has begun designing its first generation of **2 GWh** all-solid-state battery production line [4] Investment Thesis - Gotion is recognized as a battery pioneer in China, ranked **4th** by installation in **2024** [10] - The company is expected to benefit from favorable cost-plus mechanisms and potential financial subsidies, particularly in the **US** [10] - Cooperation with Volkswagen is viewed as an opportunity for product mix upgrades and transitioning to the higher-end market [10] - The stock is rated as **Buy**, with a target price of **Rmb 45.4**, indicating an **8% upside** from the current price of **Rmb 42.04** [11] Risks - Key downside risks include: 1. Slower-than-expected overseas project progress [9] 2. Share loss with major OEMs [9] 3. Stronger-than-expected price competition in the domestic market [9] Financial Metrics - Market cap: **Rmb 72.8 billion** / **$10.2 billion** [11] - Revenue forecast for **2025**: **Rmb 44.14 billion** [11] - EBITDA forecast for **2025**: **Rmb 6.21 billion** [11] - EPS forecast for **2025**: **Rmb 0.86** [11] Conclusion Gotion High-Tech Co. is positioned for significant growth in the battery manufacturing sector, with strong volume growth, product upgrades, and advancements in all-solid-state battery technology. The company is well-placed to capitalize on overseas market opportunities, although it faces certain risks that could impact its performance. The stock is currently rated as a Buy, reflecting confidence in its future prospects.

Core Viewpoint - Anheng Information's stock price has shown significant fluctuations, with a year-to-date increase of 31.25% but a recent decline of 9.77% over the past five trading days [1] Company Overview - Anheng Information Technology Co., Ltd. was established on May 15, 2007, and went public on November 5, 2019. The company specializes in the research, production, and sales of network information security products, as well as providing professional network information security services [1] - The company's revenue composition includes: 36.78% from network information security services, 36.67% from network information security platforms, 20.36% from basic network information security products, 3.41% from third-party hardware products, and 2.42% from other sources [1] Financial Performance - For the first half of 2025, Anheng Information reported revenue of 733 million yuan, representing a year-on-year growth of 5.05%. However, the company experienced a net loss attributable to shareholders of 194 million yuan, which is an increase in loss of 29.57% compared to the previous period [2] - Since its A-share listing, Anheng Information has distributed a total of 42.81 million yuan in dividends, with no dividends paid in the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Anheng Information was 13,600, an increase of 4.05% from the previous period. The average number of tradable shares per shareholder decreased by 3.89% to 7,521 shares [2] - The top ten circulating shareholders include Wan Jia You Xuan and other funds, with notable changes in holdings among some shareholders [3]

Core Viewpoint - The data security management platform is gaining significant attention in China due to increasing data security risks and the rising costs associated with data breaches, leading to a growing market for these platforms [2][4]. Group 1: Overview of Data Security Management Platforms - The data security management platform is defined by its capabilities in data classification, sensitive data discovery, data asset security management, risk assessment, and situational awareness, excluding tools for data protection [4]. - The platform aims to provide centralized management of data assets and security capabilities, enabling comprehensive identification, presentation, and monitoring of data assets [2][4]. Group 2: Market Size and Growth - The market size for data security management platforms in China is projected to reach 825 million yuan in 2024, reflecting a year-on-year growth of 14.8% [2]. - The increasing popularity of these platforms is attracting more enterprises, with the top five companies holding a combined market share of 52.2% during 2024 [2]. Group 3: Competitive Landscape - Major players in the data security management platform market include Anheng Information, Qi Anxin, and Qiming Star, with Anheng Information leading the market with a 13.7% share, followed closely by Qi Anxin at 13.1% [2][3]. - The competitive environment is characterized by strong capabilities among these firms, contributing to their dominant positions in the market [2]. Group 4: Development Background - The Chinese government is increasingly prioritizing data security, recognizing data as a critical production factor and implementing various laws and standards to enhance data security management [8][9]. - The rapid growth of data production, projected to exceed 41.06 zettabytes in 2024, underscores the importance of robust data security measures [10].

Core Insights - The company reported a total revenue of 733 million yuan for the first half of 2025, representing a year-on-year increase of 5.05% [1] - The net profit attributable to shareholders was -194 million yuan, showing a year-on-year improvement of 29.57% [1] - The gross margin increased by 1.17% to 55.79%, while the net margin improved by 32.12% to -27.04% [1] Financial Performance - Total revenue for Q2 2025 was 422 million yuan, up 1.18% year-on-year [1] - The company’s operating costs rose by 3.54%, attributed to the increase in revenue [4] - Sales expenses decreased by 3.56%, due to reduced salaries and share-based payments for sales personnel [4] - Management expenses fell by 5.88%, driven by lower salaries and share-based payments for management staff [5] - R&D expenses decreased by 15.84%, reflecting a reduction in salaries and share-based payments for R&D personnel [5] Cash Flow and Debt - The net cash flow from operating activities increased by 25.02%, due to higher cash receipts from sales and reduced salary payments [5] - The company’s cash flow from investing activities saw a significant decline of 187.78%, due to increased purchases of financial products [6] - Cash flow from financing activities decreased by 155.46%, as cash received from borrowings reduced [7] Business Strategy and Market Position - The company continues to focus on its core business, leveraging AI strategies to drive growth in data security and core product lines [3] - The company’s historical return on invested capital (ROIC) has been low, with a median ROIC of 0.29% since its listing [8] - The company has experienced four years of losses since its IPO, indicating challenges in achieving sustainable profitability [8] Shareholder Information - The largest fund holding the company’s shares is the Xin'ao Core Technology Mixed Fund, with a current scale of 626 million yuan [10] - The fund has shown a significant increase of 109.53% over the past year [10]

安恒信息所属申万行业为：计算机-软件开发-横向通用软件。所属概念板块包括：AIAgent（智能 体）、态势感知、AI模型、人工智能、智慧城市等。 截至6月30日，安恒信息股东户数1.36万，较上期增加4.05%；人均流通股7521股，较上期减少3.89%。 2025年1月-6月，安恒信息实现营业收入7.33亿元，同比增长5.05%；归母净利润-1.94亿元，同比增长 29.57%。 8月27日，安恒信息盘中下跌2.04%，截至09:53，报60.93元/股，成交1.18亿元，换手率1.88%，总市值 62.19亿元。 资金流向方面，主力资金净流出1284.30万元，特大单买入1154.71万元，占比9.77%，卖出2402.07万 元，占比20.31%；大单买入3484.65万元，占比29.47%，卖出3521.59万元，占比29.78%。 安恒信息今年以来股价涨49.34%，近5个交易日涨3.55%，近20日涨3.10%，近60日涨28.90%。 今年以来安恒信息已经2次登上龙虎榜，最近一次登上龙虎榜为2月6日。 资料显示，杭州安恒信息技术股份有限公司位于浙江省杭州市滨江区西兴街道联慧街188号，成立日期 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：688023 公司简称：安恒信息 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本报告第三 节"管理层讨论与分析"一一四、风险因素。 1.3本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.4公司全体董事出席董事会会议。 1.5本半年度报告未经审计。 1.6董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 1.7是否存在公司治理特殊安排等重要事项 □适用 √不适用 第二节 公司基本情况 2.1公司简介 公司股票简况 ■ 公司存托凭证简况 □适用 √不适用 联系人和联系方式 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4前十名境内存托凭证持有人情况表 □ ...