证券代码：688023 证券简称：安恒信息 公告编号：2025-040 杭州安恒信息技术股份有限公司关于 持股 5%以上股东权益变动触及 1%刻度的提示性公告 投资者杭州阿里创业投资有限公司保证向本公司提供的信息真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 重要内容提示： 权益变动方向 比例增加□ 比例减少√ 权益变动前合计比例 8.18% 权益变动后合计比例 6.74% 本次变动是否违反已作出的承 是□ 否√ 诺、意向、计划 是否触发强制要约收购义务 是□ 否√ 一、 信息披露义务人及其一致行动人的基本信息 □控股股东/实际控制人及其一致行动人 √其他 5%以上大股东及其一致行动人 投资者及其一致行动人的身份 □合并口径第一大股东及其一致行动人（仅适用 于无控股股东、实际控制人） □其他______________（请注明） 信息披露义务人名称 投资者身份 统一社会信用代码 □ 控股股东/实控人 杭州阿里创业投资有 □ 控股股东/实控人的一致 √ 91330108793662919X 限公司 行动人 □ 不适用 √ 其他直接持 ...

6月23日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者参 考。 【品大事】 嘉澳环保：涉嫌信息披露违法违规 收到证监会立案告知书 嘉澳环保公告称，公司于近日收到中国证监会的《立案告知书》，公司涉嫌信息披露违法违规，证监会 决定对公司立案。目前公司日常经营秩序正常，各项业务活动有序开展。前期，公司于2024年8月16日 收到浙江证监局《关于对浙江嘉澳环保科技股份有限公司及相关责任人员采取出具警示函措施的决 定》，指出公司子公司存在在建工程未按规定转固定资产的情况，导致公司相关年度报告披露不准确。 华升股份：拟购买易信科技100%股份 股票复牌 华升股份公告称，公司正在筹划发行股份及支付现金购买深圳易信科技股份有限公司100%股份，并向 公司控股股东湖南兴湘投资控股集团有限公司发行股份募集配套资金事项。截至本公告日，本次交易涉 及的审计、评估工作尚未完成，公司董事会决定暂不召开股东会审议本次交易事项。公司股票将于6月 24日（星期二）开市起复牌。 4连板长城军工：控股股东及实际控制人等无正在筹划涉及长城军工的重大资产重组等重大事项 国投中鲁：拟购买电子院控股权 股票停牌 国投中 ...

投资者杭州阿里创业投资有限公司保证向本公司提供的信息真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 一、 信息披露义务人及其一致行动人的基本信息 证券代码：688023 证券简称：安恒信息 公告编号：2025-040 杭州安恒信息技术股份有限公司关于 持股 5%以上股东权益变动触及 1%刻度的提示性公告 3.一致行动人信息 上述信息披露义务人无一致行动人。 二、 权益变动触及 1%刻度的基本情况 2025 年 6 月 23 日，杭州安恒信息技术股份有限公司（以下简称"公司"） 收到股东杭州阿里创业投资有限公司（以下简称"阿里创投"）出具的《关于权 益变动比例触及 1%整数倍的告知函》。阿里创投在 2025 年 5 月 20 日至 2025 年 6 月 23 日期间，通过大宗交易方式减持其所持有的公司股份 147.43 万股，占公 司总股本的 1.44%，阿里创投持有公司股份的比例从 8.18%减少至 6.74%，权益 变动触及 1%刻度，具体情况如下： | | 投资者名 | | 变动前股 | 变动前比 | 变动后股 | 变动后比 ...

Core Points - Alibaba's venture capital reduced its stake in Anheng Information from 8.18% to 6.74% [1] - The reduction occurred between May 20, 2025, and June 23, 2025, through block trading [1] - A total of 1.4743 million shares were sold, representing 1.44% of the total share capital [1]

Core Viewpoint - The company has decided to repurchase and cancel 206,851 shares of restricted stock due to unmet performance targets for 2024, as outlined in its second phase of the 2023 restricted stock incentive plan [1][2][4]. Summary by Sections Repurchase and Cancellation Reasons - The repurchase and cancellation of shares are based on the failure to meet the performance target of a 50% revenue growth from 2022 to 2024, as per the incentive plan [2][4]. Details of the Repurchase and Cancellation - The decision was approved in a board meeting on April 29, 2025, and involves 22 individuals with a total of 206,851 shares to be repurchased and canceled [1][2]. - The cancellation is expected to be completed by June 24, 2025, after which the company will proceed with necessary business registration changes [2][3]. Changes in Share Structure - Post-repurchase, the total share capital will decrease from 102,272,396 shares to 102,065,545 shares, with all restricted shares being canceled [2][3]. Compliance and Legal Assurance - The company confirms that the decision-making process and information disclosure comply with relevant laws and regulations, ensuring no harm to the rights of the incentive recipients or creditors [4][5]. - A legal opinion from Shanghai Junlan Law Firm supports that the repurchase and cancellation have received necessary approvals and follow the required procedures [5].

证券代码：688023 证券简称：安恒信息 公告编号：2025-039 杭州安恒信息技术股份有限公司 2023 年第二期限制性股票激励计划部分第一类限制性股 票回购注销实施的公告 本次注销股份的有关情况 | 回购股份数量（股） | 注销股份数量（股） | 注销日期 | | | | | --- | --- | --- | --- | --- | --- | | 206,851 | 206,851 | 2025 年 月 | 6 | 24 | 日 | 一、本次限制性股票回购注销的决策与信息披露 （一）2025 年 4 月 29 日，公司召开第三届董事会第十三次会议与第三届监 事会第十二次会议，审议通过了《关于回购注销公司 2023 年第二期限制性股票 激励计划部分已获授尚未解除限售的限制性股票的议案》。监事会对前述事项进 行核实并发表了核查意见。 （二）公司已根据相关法律法规的规定就本次回购注销事项履行通知债权人 程序，公司于 2025 年 4 月 30 日在上海证券交易所网站（www.sse.com.cn）披露 了《关于变更注册资本并修订<公司章程>暨通知债权人的公告》。截至申报期 满，公司未收到任何债权人对此次 ...

Core Insights - Baidu and Anheng Information signed a strategic cooperation agreement focusing on cloud security, data security, and large model security [1] Company Summary - The collaboration aims to explore intelligent security solutions in the specified fields [1]

Group 1 - The rapid development of the digital economy has raised significant concerns regarding data security, including issues such as AI fraud, phishing software, and excessive user permission requests [1] - Experts at the 2025 China Digital Valley·West Lake Forum discussed themes such as the release of data element value, breakthroughs in artificial intelligence innovation, and the symbiosis of security in the digital age [1] - The former president of the China Computer Society, Mei Hong, emphasized that China's digital transformation is still in its early stages and highlighted the need to build an efficient data system, improve data element circulation and trading, and strengthen technical support [1] Group 2 - New technologies such as brain-computer interfaces and embodied intelligence present new security challenges, with experts noting the need for a balance between accuracy and safety in brainwave decoding algorithms [2] - The development of humanoid robots requires the reception of vast amounts of environmental information, necessitating the establishment of new safety norms to make data usable [2] - The chairman of Anheng Information, Fan Yuan, stated that real-time regulation through data classification, access control, desensitization protection, and risk warning is essential for transitioning security protection from static to dynamic, ensuring comprehensive security throughout the data lifecycle [2]

Group 1 - The core viewpoint emphasizes that companies should not solely rely on AI for competitive advantage but should integrate their capabilities and iterative improvements with AI to achieve sustainable development [1][6] - AI is seen as a dual-faceted tool that can reconstruct business and management models, requiring companies to focus on both input-output ratios and enhancing competitive advantages to meet market demands [4][5] - The ownership of data is a significant challenge for companies applying AI, as it directly impacts traditional asset management and the motivation for data aggregation among participants [5][6] Group 2 - Companies are encouraged to shift from a "push" to a "pull" model driven by market demand, enhancing resource utilization and adaptability in a rapidly changing business environment [6] - There is ongoing debate in academia regarding whether AI can provide a competitive advantage, with some arguing that data insights can create positive feedback loops while others stress the importance of data-driven learning capabilities [6][7] - The current focus for companies is on extracting the value of AI rather than merely discussing its technical aspects, highlighting the importance of efficiency and improved user experiences [7][11] Group 3 - Anheng Information has integrated AI into its products and services, recognizing the potential of generative AI to reshape industry dynamics [7][8] - The company has made AI a primary strategy, driving innovations in data protection and service offerings [8][9] - AI has significantly improved operational efficiency in security operations, reducing the number of alerts requiring human intervention and enhancing overall operational quality [9][10] Group 4 - Companies like iFlytek are building AI ecosystems that combine core technical capabilities with product development, supporting vertical solutions for various industries [11][12] - The dual approach of combining management reforms with technological capabilities is essential for successful digital transformation, leading to sustained business value [11][12] - Discussions among industry leaders reveal that while many companies are still exploring AI applications, there is potential for new business models and opportunities to emerge in the coming years [14]

Industry Rating - The industry rating is maintained at "Outperform" [1] Core Insights - The report suggests that the years 2025-2026 are expected to mark the commercialization of AI Agents, driven by advancements in large model capabilities and the introduction of key players like OpenAI, Anthropic, Microsoft, and Google [2][3] - The total addressable market (TAM) for AI Agents is estimated at approximately 3.61 trillion yuan, with significant opportunities in vertical industries such as IT and finance [2][3] - AI Agents are projected to replace specific standardized roles in various sectors, with a focus on enhancing productivity and ROI for businesses [3][48] Summary by Sections Investment Rating - The report maintains a rating of "Outperform" for the industry [1] Market Potential - The total addressable market (TAM) for AI Agents is estimated at 3.61 trillion yuan, calculated based on total salary levels, replacement rates, and efficiency optimization [50][54] - The report highlights six core scenarios where AI Agents are expected to penetrate first, including coding, banking, human resources, legal, cybersecurity, and customer service [61][62] Key Industry Insights - AI Agents are anticipated to significantly impact the banking sector, with 54% of jobs having a high potential for automation, leading to an estimated TAM of 1774.32 billion yuan in this field [71][77] - In the coding sector, AI is expected to automate up to 99% of coding tasks by the end of 2025, with a TAM of approximately 4357.84 billion yuan [63][68] - The report emphasizes that AI Agents will first replace roles in high-salary, white-collar industries such as finance, IT, and law, where the ROI for AI implementation is more favorable [55][57] Company Recommendations - The report suggests monitoring companies involved in general office applications and enterprise SaaS, as well as those in vertical markets like banking, human resources, and cybersecurity [3][4]