投资者提问： 董秘回答(安恒信息SH688023)： 尊敬的投资者，您好！公司自成立以来，始终专注于数据安全领域的技术创新与实践探索。从早期的数 据库审计、数据库防火墙、数据脱敏等数据安全产品，到如今以AI驱动的AiDSC数据安全管控平台为核 心的一体化数据安全产品体系，公司始终走在行业前列，为政企单位提供智能化、全方位的安全防护。 数据安全战略作为公司发展的核心支柱，持续释放更强劲动能，2025年上半年，数据安全产品线合同额 实现近25%的稳健增长。未来，公司将持续探索AI技术在数据安全领域的创新应用，为企业提供更智 能、更高效的数据安全解决方案，助力企业数字化转型行稳致远。感谢您的关注！查看更多董秘问答 >> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 请问公司开发的稳定币合规监管系统，目前处于什么阶段？国务院《政务数据共享条例》和《中国人民 银行业务领域数据安全管理办法》的颁布实施，是否给公司带来机遇？ ...

安恒信息股价表现低迷，与其持续亏损的业绩有很大关系。自2021年以来，公司扣非后净利润已经连续4年半亏损。 在此影响下，自2021年7月以来，公司股价较最高点跌超80%，即便如此公司第二大股东杭州阿里创业投资有限公司（以下简称"阿里创投"）依旧减持公 司股份。 在上市和定增完成后，虽然公司营收仍在增长，但却一直亏损。上市近6年后，安恒信息还能否再次实现盈利？ 行业竞争激烈，扣非后净利润4年半亏损超12亿元 公开资料显示，安恒信息成立于2007年，成立之初公司以应用安全和数据安全为切入点，推出了国内首个商业版Web应用弱点扫描器、数据库审计与风险 控制系统等产品，逐步确立了公司在网络安全领域的技术优势。 随着云计算的兴起，安恒信息也逐步向云安全领域转型，并成功"拿下"阿里云，成为阿里云首批供应商。 在科创板企业被投资者爆炒的背景下，科创板上市的国内网络安全企业安恒信息股价表现得不温不火，股价涨幅远落后于科创50指数涨幅。 在云计算快速发展带动下，安恒信息2016年至2018年业绩表现较为出色，公司营收从3.17亿元增长至6.27亿元，同期公司扣非后净利润也从2873万元增长 至5782万元。 在业绩持续增长的背 ...

Core Viewpoint - Anheng Information's stock price has experienced fluctuations, with a year-to-date increase of 24.22%, but recent declines in the short term [1][2]. Group 1: Stock Performance - On October 21, Anheng Information's stock fell by 2.03%, trading at 50.68 CNY per share, with a total market capitalization of 5.173 billion CNY [1]. - The stock has seen a net outflow of 4.3435 million CNY in principal funds, with significant selling pressure in the last trading session [1]. - Year-to-date, the stock has risen by 24.22%, but it has declined by 1.21% over the last five trading days, 5.11% over the last 20 days, and 7.69% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Anheng Information reported a revenue of 733 million CNY, reflecting a year-on-year growth of 5.05%, while the net profit attributable to shareholders was -194 million CNY, showing a year-on-year increase of 29.57% [2]. - The company has cumulatively distributed 42.8148 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, Anheng Information had 13,600 shareholders, an increase of 4.05% from the previous period, with an average of 7,521 circulating shares per shareholder, a decrease of 3.89% [2]. - The top ten circulating shareholders include Wan Jia You Xuan and Wan Jia Zi Zhu Chuang Xin Mixed A, with stable holdings compared to the previous period [3].

Market Overview - On October 20, the software development sector rose by 0.68%, with Jida Zhengyuan leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Top Gainers in Software Development Sector - Jida Zhengyuan (003029) closed at 26.57, up 10.02% with a trading volume of 152,300 shares and a transaction value of 397 million [1] - Shengbang Security (688651) closed at 39.61, up 9.48% with a trading volume of 47,900 shares and a transaction value of 187 million [1] - Lvzhi Technology (300369) closed at 7.74, up 6.76% with a trading volume of 559,000 shares and a transaction value of 441 million [1] - Anheng Information (688023) closed at 51.73, up 5.64% with a trading volume of 44,200 shares and a transaction value of 227 million [1] - Keda Guochuang (300520) closed at 27.42, up 5.46% with a trading volume of 316,900 shares and a transaction value of 860 million [1] Top Losers in Software Development Sector - Information Development (300469) closed at 72.67, down 8.20% with a trading volume of 153,200 shares [2] - Foxit Software (688095) closed at 70.39, down 2.91% with a trading volume of 20,800 shares [2] - Zhongdian Bilong (002298) closed at 11.70, down 2.90% with a trading volume of 1,250,900 shares [2] Capital Flow Analysis - The software development sector experienced a net outflow of 1.806 billion in main funds, while retail investors saw a net inflow of 1.484 billion [2][3] - Jida Zhengyuan had a main fund net inflow of 135.6 million, but retail investors had a net outflow of 68.1 million [3] - Keda Guochuang saw a main fund net inflow of 334.0 million, while retail investors had a net outflow of 385.4 million [3]

"AI安服数字员工，不只是一个个小的Agent，而是代表未来全球安全服务的新纪元。"在10月16日云山 论剑·广州数字安全产业发布会上，安恒信息高级副总裁、首席安全官袁明坤在阐述《从"安全服 务"到"AI 安全基础设施"》时提到，全球首个AI安服数字员工"安小龙"已经推出，标志着安全服务"人 机共生、能力普惠"时代开启。 袁明坤阐述从"安全服务"到"AI 安全基础设施"。 在主题演讲中，袁明坤详细介绍了"安小龙"的划时代意义与创新价值。它是基于安恒信息18年安全经 验、融合顶尖安全研究成果，突破人工时间限制提供全天候无间断安全服务，而且能通过AI技术持续 学习和优化，提升安全能力，让每个组织都能获得世界级的安全防护能力。 袁明坤提到，"安小龙"采用独特的"大脑-神经系统-武器库"三位一体AI驱动架构。其中，大脑可融合专 业领域千亿参数模型、多源异构通用大模型，经过多轮大规模增量预训练，懂攻防、善研判，精准理解 运营专家指令；"武器库"则集成超过178种标准化安全工具，支持模块化设计、灵活调用与无限扩 展；"神经系统"能智能拆解复杂安全任务，通过动态调度MCP工具生态，实现任务闭环执行，能够自主 分析、制定、执 ...

Core Viewpoint - Anheng Information's stock price has experienced a decline recently, with a year-to-date increase of 21.72% but a significant drop in the last five, twenty, and sixty trading days [1][2] 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%, while the net profit attributable to shareholders was -194 million yuan, showing a year-on-year increase of 29.57% [2] Stock Market Activity - As of October 17, Anheng Information's stock price was 49.66 yuan per share, with a market capitalization of 5.069 billion yuan. The stock has seen a net outflow of 3.7023 million yuan in principal funds [1] - The stock has been on the龙虎榜 (top trading list) twice this year, with the most recent occurrence on February 6 [1] Shareholder Information - As of June 30, 2025, Anheng Information had 13,600 shareholders, an increase of 4.05% from the previous period. The average number of circulating shares per shareholder was 7,521, a decrease of 3.89% [2][3] - The top ten circulating shareholders include 万家优选 (Wanjia Youxuan) holding 5 million shares, and new shareholder 香港中央结算有限公司 (Hong Kong Central Clearing Limited) holding 871,500 shares [3] Dividend Information - Anheng Information has distributed a total of 42.8148 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Business Overview - Anheng Information, established on May 15, 2007, specializes in the research, production, and sales of network information security products, with a revenue composition of 36.78% from network information security services, 36.67% from platforms, and 20.36% from basic products [1]

Core Insights - The "Yunshan Lunjian: Guangzhou Digital Security Industry Conference" was held on October 16, showcasing innovations in the digital security sector and emphasizing the importance of a robust digital economy foundation [1][3] - The conference highlighted the collaborative efforts of various stakeholders in enhancing digital security and fostering a new ecosystem for the digital industry [3][4] Industry Development - The Baiyun District has been recognized as a pilot area for comprehensive digital transformation in Guangdong, with significant growth in the number of internet service companies from 30 in 2018 to 118 currently, and an increase in the new generation information technology industry scale from 3.06 billion to 11.5 billion [4][5] - Baiyun District is focusing on building a digital technology city and has been awarded the title of "China's Leading Smart City" for five consecutive years, indicating its commitment to high-quality digital development [4] Key Initiatives - The Baiyun Network Security (Xinchuang) Industrial Park project was officially launched, aiming to create a leading industrial cluster for Xinchuang security and to serve the needs of the Guangdong-Hong Kong-Macao Greater Bay Area [11][12] - The park will leverage major enterprises like Huawei and Anheng Information to establish testing centers, research institutes, and talent training bases, promoting innovation and collaboration in the Xinchuang sector [12] AI and Security Innovations - Anheng Information introduced new AI-driven security tools, emphasizing the transition from general AI to domain-specific applications, which aim to enhance proactive defense capabilities in the security sector [7][18] - The conference featured discussions on the dynamic nature of cybersecurity threats and the need for a comprehensive protective approach, as highlighted by experts from various institutions [6][19] Competitions and Engagement - The "Data Element Competition" was launched to stimulate data innovation among students from universities in Guangdong, with a prize pool of 500,000 yuan, focusing on practical applications of data in various sectors [13][15] - The competition includes five thematic tracks, such as smart governance and industrial manufacturing, aimed at leveraging data for enhanced efficiency and innovation [16][17]

Core Insights - The "Yunshan Lunjian · Guangzhou Digital Security Industry Release Conference" was held to showcase innovations in the digital security industry and to support the high-quality development of the digital economy [1][3] - The conference announced the acceleration of the construction of the Baiyun Network Security (Xinchuang) Industrial Park, which aims to build a digital economy industrial cluster and enhance regional collaborative innovation [1][3] Industry Developments - The Baiyun Network Security Industrial Park will follow a "one park, multiple areas" development strategy, leveraging two core parks: Baiyun Lake Digital Technology City and Guangzhou Private Technology Park to meet the needs of the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The conference featured the "Smart Baiyun" innovative application results, with 15 companies, including Anheng Information, showcasing practical cases in smart cities, low-altitude economy, and artificial intelligence [1][3] Expert Insights - Academician Fang Binhang emphasized the dynamic nature of cybersecurity, highlighting the need for a comprehensive and adaptive defense strategy due to evolving threats and new attack methods [3] - Sun Qianwen, Director of the Cybersecurity Research Office at the National Industrial Information Security Development Research Center, provided authoritative insights on the current state and trends of the national cybersecurity industry [3] - Anheng Information's Senior Vice President Yang Bo focused on enhancing security intelligence and introduced new products such as a large model firewall and detection toolbox [3] Educational Initiatives - The Baiyun District Government, Sun Yat-sen University, and South China Normal University jointly launched the "Data Element Competition" for 2025, featuring five specialized tracks including smart governance, industrial manufacturing, and data security [3]

Core Insights - The "Yunshan Lunjian · Guangzhou Digital Security Industry Conference" showcased innovations in the digital security industry, emphasizing the importance of a robust digital economy for high-quality development [1][3]. Group 1: Regional Development and Innovation - Baiyun District is recognized as a key area for digital transformation, having been selected as a pilot zone for comprehensive digitalization in Guangdong Province, and has seen significant growth in its information technology sector, with the number of regulated internet service companies increasing from 30 to 118 since 2018 [3]. - The new digital technology city in Baiyun District aims to enhance the digital economy and government services, fostering a collaborative environment for digital development [3]. Group 2: Security Initiatives and Collaborations - Anheng Information, a leading company in network and data security, has been actively involved in various security drills and has established a data security monitoring and operation center in collaboration with Baiyun District [4]. - The conference featured insights from experts on the dynamic nature of cybersecurity, emphasizing the need for a comprehensive defense strategy to address evolving threats [7]. Group 3: Launch of Key Projects - The conference marked the launch of the Baiyun Network Security (Innovation) Industrial Park, aimed at creating a national-level cybersecurity industrial park in Guangdong Province, focusing on innovation and collaboration within the digital economy [10]. - Baiyun District introduced a new standard for managing network communication infrastructure in urban villages, leveraging big data and information technology for better governance [10]. Group 4: Innovation and Talent Development - The "Data Element Competition" was initiated to stimulate data innovation, allowing university students to collaborate on real-world problems with a prize pool of 500,000 yuan [15][16]. - The competition will focus on various sectors, including smart governance, industrial manufacturing, and data security, encouraging interdisciplinary teamwork among students [16].

Core Viewpoint - Anheng Information's stock has experienced fluctuations, with a year-to-date increase of 24.78% but a recent decline over various trading periods, indicating potential volatility in its market performance [1]. Financial Performance - As of June 30, Anheng Information reported a revenue of 733 million yuan for the first half of 2025, reflecting a year-on-year growth of 5.05%. However, the company recorded a net profit attributable to shareholders of -194 million yuan, which is a significant improvement with a year-on-year increase of 29.57% [2]. Shareholder Information - The number of shareholders for Anheng Information reached 13,600 as of June 30, marking a 4.05% increase from the previous period. The average number of circulating shares per shareholder decreased by 3.89% to 7,521 shares [2]. Dividend Distribution - Since its A-share listing, Anheng Information has distributed a total of 42.81 million yuan in dividends, with no dividends paid out in the last three years [3]. Major Shareholders - As of June 30, 2025, the top ten circulating shareholders include Wan Jia You Xuan, holding 5 million shares, and Wan Jia Zi Zhu Chuang Xin Mixed A, holding 3 million shares, both maintaining their holdings from the previous period. Additionally, Hong Kong Central Clearing Limited entered the list as a new shareholder with 871,500 shares [3].