●累计转股情况：截至 2025 年 9 月 30 日，"山石转债"累计有人民币 227,000 元已转换为公司股票，转股数量为 9,264 股，占"山石转债"转股前公司已发行 股份总额的 0.0051%； ●未转股可转债情况：截至 2025 年 9 月 30 日，"山石转债"尚未转股的可 转债金额为人民币 267,203,000 元，占"山石转债"发行总量的 99.9151%； ●本季度转股情况：自 2025 年 7 月 1 日起至 2025 年 9 月 30 日，"山石转债" 共有人民币 1,000 元已转换为公司股票，转股数量为 60 股，占"山石转债"转 股前公司已发行股份总额的 0.00003%。 证券代码：688030 证券简称：山石网科 公告编号：2025-061 转债代码：118007 转债简称：山石转债 山石网科通信技术股份有限公司 可转债转股结果暨股份变动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 一、可转债发行上市概况 经中国证券监督管理委员会《关于同意山石网科通信技术股份有限 ...

Core Viewpoint - The A-share market opened positively on the first trading day after the National Day and Mid-Autumn Festival holiday, with all three major indices rising, indicating strong market sentiment and sector performance [1] Market Performance - The Shanghai Composite Index opened up by 0.4%, the Shenzhen Component Index by 0.53%, and the ChiNext Index by 0.4% [1] - The gold and non-ferrous metal sectors experienced significant gains, with stocks like Chifeng Jilong Gold Mining and Sichuan Gold hitting the daily limit, while Shandong Gold and Western Gold rose over 7% [1] - International gold prices have surpassed the $4,000 mark, reaching new highs [1] Sector Highlights - The controllable nuclear fusion concept saw a strong opening, with stocks such as Hezhong Intelligent and Yongding Co. hitting the daily limit, following key breakthroughs in China's nuclear fusion device BEST construction [1] - The storage chip sector also performed well at the beginning of the trading session, with stocks like CanSemi and Xiangnong Chip rising over 13%, and companies like Shenzhen Technology and Tongfu Microelectronics hitting the daily limit [1] - Institutions reported a continuous increase in DRAM spot prices, contributing to the positive sentiment in the storage chip sector [1]

Core Viewpoint - The company confirmed its collaboration with Moore Threads, indicating that technology-oriented enterprises are a significant part of its client base [1] Group 1 - The company has acknowledged that technology-oriented enterprises are an important customer segment [1] - Moore Threads is identified as one of the clients within this technology-oriented group [1]

Core Insights - The company is focusing on an "ASIC + AI strategy" to drive growth in key industries such as finance, education, telecommunications, and energy, aiming for significant development between 2026 and 2028 [1][2] Group 1: Strategic Focus - The "ASIC + AI strategy" is seen as a differentiated development path that allows the company to stand out in a fragmented and competitive cybersecurity industry [1][2] - The company has successfully developed its own ASIC security chip, which is expected to enhance performance and reduce costs in security solutions [2] Group 2: Market Positioning - The company aims to deepen its presence in various sectors, with a particular emphasis on the financial industry, which is currently a key area for business expansion [2] - The company has established a significant international presence, serving clients in over 60 countries, and plans to enhance its overseas operations starting in 2024 [2] Group 3: Performance Metrics - The company reported a 40% year-on-year increase in profits from its operations in the Hong Kong and Macau regions, indicating strong growth in international markets [2]

Core Insights - The company is focusing on the "ASIC+AI strategy" to drive growth and differentiate itself in the competitive cybersecurity industry [2][3][6] - The company aims to achieve significant development from 2026 to 2028, aligning its commercial value with its technological capabilities [6] Strategy and Innovation - The "ASIC+AI strategy" is designed to optimize performance and reduce costs in cybersecurity solutions by leveraging ASIC technology and AI [3][4] - The company has successfully developed its own ASIC security chip, which is expected to enhance product performance significantly, improving throughput by over 200% and reducing latency to single-digit microseconds [4] Market Focus and Expansion - The company is deepening its focus on key industries such as finance, education, telecommunications, and energy, with a goal to increase revenue contribution from the financial sector from 20% to 30% [5][6] - The company plans to expand its international presence by establishing local teams for marketing and technical support, aiming to better understand and meet the needs of overseas clients [5][6] Performance and Growth - The company has seen significant growth in its operations in the Hong Kong and Macau regions, with a 40% year-on-year increase in profitability [6] - The company is transitioning from a traditional boundary security provider to a comprehensive security solution and service provider [4][5]

Group 1 - The core viewpoint of the news is that 山石网科 (ShanShi Network Technology) has reported a decline in net profit for the first half of 2025, continuing its trend of losses over the past three years [1] - The company achieved an operating revenue of 417 million yuan, representing a year-on-year growth of 9.46% [1] - The net profit attributable to shareholders was -76.56 million yuan, an improvement from -80.01 million yuan in the same period last year [1] - The net cash flow from operating activities was -126 million yuan, compared to -70.03 million yuan in the previous year [1] Group 2 - 山石网科 has recorded net profits attributable to shareholders of -182 million yuan, -240 million yuan, and -137 million yuan from 2022 to 2024 [1] - The company has raised a total of 1.216 billion yuan through two rounds of fundraising [3] - The first public offering raised a total of 948.8794 million yuan, with a net amount of 859.4717 million yuan after deducting issuance costs [2] - In 2022, the company issued convertible bonds totaling 267.43 million yuan, with a net amount of 259.2572 million yuan after costs [2]

格隆汇9月17日｜山石网科在业绩说明会上表示，公司是全球第三家成功实现自研ASIC安全芯片的网络 安全企业，目前ASIC安全芯片处于量产流片阶段，尚未回片。公司来自金融行业客户的收入占比一般 约为20%。上半年，公司研发投向主要包括ASIC安全芯片研发、信创产品布局进一步补充、AI技术对 产品与服务赋能以及安全服务能力建设等。 ...

山石网科(688030.SH)在业绩说明会上表示，公司是全球第三家成功实现自研ASIC安全芯片的网络安全 企业，目前ASIC安全芯片处于量产流片阶段，尚未回片。公司来自金融行业客户的收入占比一般约为 20%。上半年，公司研发投向主要包括ASIC安全芯片研发、信创产品布局进一步补充、AI技术对产品 与服务赋能以及安全服务能力建设等。 ...

Group 1 - The company, Shanshi Network Technology, announced that it will hold a semi-annual performance briefing on September 17, 2025, from 16:00 to 17:00 [2]

关于召开 2025 年半年度业绩说明会的预告公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 | 证券代码:688030 | | --- | | 转债代码:118007 | 证券代码：688030 证券简称：山石网科 公告编号：2025-060 转债代码：118007 转债简称：山石转债 山石网科通信技术股份有限公司 三、公司出席人员 重要内容提示： ●会议内容：山石网科通信技术股份有限公司 2025 年半年度业绩说明会 ●会议召开时间：2025 年 9 月 17 日（星期三）下午 16：00 至 17：00 ●会议召开方式：上海证券交易所上证路演中心 （https://roadshow.sseinfo.com/）网络互动 ●投资者可于 2025 年 9 月 10 日（星期三）至 9 月 16 日（星期二）下午 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@hillstonenet.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 一、说明会类型 山石网科通信技术 ...