亚信安全首次公开发行股票募集资金总额12.21亿元，募集资金净额11.23亿元。亚信安全最终募集 资金净额比原计划少8505.91万元。亚信安全于2022年1月28日披露招股说明书显示，该公司拟募集资金 12.08亿元，分别用于云安全运营服务建设项目、智能联动安全产品建设项目、营销网络及服务体系扩 建项目、5G云网安全产品建设项目、零信任架构产品建设项目。 亚信安全首次公开发行股票的发行费用总额为9819.92万元，其中，保荐、承销费用7324.23万元。 (责任编辑：华青剑) 亚信安全于2022年2月9日在上交所科创板上市，公开发行的股票4001万股，发行价格为30.51元/ 股，保荐机构（主承销商）为中国国际金融股份有限公司，保荐代表人为江涛、徐石晏。 上市当日，亚信安全盘中创出最高价41.55元，为该股上市以来最高价。 中国经济网北京2月24日讯 亚信安全(688225.SH)今日股价下跌，截至收盘报20.34元，跌幅6.78%。 该股目前处于破发状态。 ...

Group 1 - The core viewpoint of the article emphasizes the importance of compliance in information dissemination during the AI era [1] - The article highlights that over 13,000 accounts have been disposed of and more than 543,000 pieces of information have been cleaned up, indicating a strong regulatory approach [5] - There is a call for creators to proactively add AI identification to foster a clean and positive online environment [5] Group 2 - The article outlines several key areas related to AI content review, including digital watermarking and AI anti-fraud measures [6] - It mentions various companies involved in the digital watermarking technology and network security, such as Hanbang Gaoke, Xinhua Net, and Keda Xunfei [6] - The content also references the application of digital watermarking in extending its use cases, indicating a growing trend in the industry [6]

Core Viewpoint - The company, AsiaInfo Security Technology Co., Ltd. (688225.SH), forecasts a significant increase in revenue for 2025, yet it anticipates a shift from profit to loss in net income, indicating challenges in its core business performance amidst a competitive software industry landscape [1][2]. Revenue and Profit Forecast - AsiaInfo Security expects to achieve revenue between 7.4 billion and 8 billion yuan for 2025, while projecting a net loss of 380 million to 500 million yuan [1]. - The anticipated revenue growth contrasts sharply with the expected net loss, highlighting a divergence between revenue performance and profitability [1]. - The company attributes the significant changes in performance to issues within its network security and digital intelligence businesses [1]. Business Performance Analysis - Despite revenue growth, both the network security and digital intelligence sectors are under pressure, with the network security business reporting a loss of 240 million yuan in the first half of 2025 [2]. - The digital intelligence business is also expected to see a decline in net profit due to cost-cutting pressures from operator clients and non-operational factors, including a one-time severance compensation of approximately 175 million yuan [2]. Industry Context - The software industry is currently experiencing weak overall demand, with AsiaInfo Security's primary clients being large enterprises and government entities, leading to a general reduction in security budgets [3]. - The company faces dual pressures from a sluggish industry demand and intensified market competition [3]. Historical Performance and Future Outlook - Since its IPO in February 2022, AsiaInfo Security has seen a slowdown in revenue growth, with reported revenues of 1.667 billion, 1.721 billion, and 1.608 billion yuan from 2021 to 2023, and a net profit decline from 179 million to a loss of 291 million yuan [4]. - Following a major asset restructuring in late 2024, the company reported a revenue increase to 3.595 billion yuan in the first half of 2024, but losses continued to deepen [4]. Challenges in Achieving Growth Targets - The forecast for 2025 suggests that achieving the goal of surpassing 10 billion yuan in revenue may be challenging for AsiaInfo Security [5]. Workforce and Management Changes - The company has experienced significant layoffs, with a reduction of 1,489 employees in the first half of 2025, leading to increased severance costs impacting profitability [7]. - There have been three adjustments in the core technical team in 2025, indicating potential instability in leadership [8]. - Shareholders have also been reducing their stakes, with total share reductions amounting to approximately 513 million yuan across multiple transactions [9]. Strategic Focus - Despite external pressures, AsiaInfo Security remains committed to research and development, particularly in the "AI + security" domain, aiming to enhance core capabilities and innovate product offerings [9].

Core Insights - The National Innovation Center in Beijing has gathered over 700 enterprises, covering key sectors such as CPU, operating systems, databases, complete machines, network security, and application software [5][21]. Group 1: Key Enterprises - Loongson Technology (龙芯中科, 688047) is a leader in domestic CPU with its LoongArch instruction set and has a strong market share in government and terminal markets [6][22]. - Phytium Technology (飞腾信息, 000066) leads in the integration of servers and terminals with its FT series CPUs and has a well-adapted ecosystem [6][22]. - Haiguang Information (海光信息, 688041) focuses on general-purpose CPUs and DCU chips, being a major player in high-performance computing and data center chips [7][22]. - Tongxin Software is a core manufacturer of domestic desktop and server operating systems with a rich adaptation ecosystem [8][23]. - Kylin Software (麒麟软件, 600536) is a key supplier for critical industries such as government and finance with its Galaxy Kylin OS [9][24]. - DM Database (达梦数据库) is recognized as a benchmark for domestic databases with leading transaction processing performance [10][25]. - Renmin University of China Database (人大金仓) has a high penetration rate in government and central enterprise markets with its KingbaseES database [11][26]. - Sugon (中科曙光, 603019) is a leader in server and supercomputing infrastructure with advanced liquid cooling technology [12][27]. - China Great Wall Technology (中国长城, 000066) is a core enterprise in the domestic closed-loop for innovation with its Feiteng platform and terminals [13][28]. - Aisino (亚信安全, 688225) leads in security solutions for innovation environments with strong adaptation capabilities [14][29]. - Sangfor Technologies (深信服, 300454) is a leader in enterprise security and cloud computing solutions [15][29]. - Kingsoft Office (金山办公, 688111) is a leading domestic office software provider with extensive adaptation in innovation [15][29]. - Yonyou Network (用友网络, 600588) is a core manufacturer for enterprise management software transformation in innovation [16][30]. - SMIC (中芯国际) supports domestic chip manufacturing with its advanced 12-inch wafer fabrication capabilities [16][30]. - Unisoc (紫光汉图) provides adaptation and solutions for innovation [16][30].

Group 1 - The core viewpoint of the article is the collaboration between AsiaInfo Technology (China) Co., Ltd. and Shanghai Geospace Aerospace Technology Co., Ltd. on low-orbit satellite internet technology [1] - The memorandum signed in Shanghai focuses on deep cooperation in areas such as "mobile direct connection to satellites" and "onboard sensing and computing intelligence" [1]

Transaction Overview - The company approved the transfer of 42.6875% equity in its subsidiary, Yaxin Huoyun, to Shenzhen Civil Aviation Investment Management Co., Ltd. on February 6, 2026 [2][4] - Shenzhen Civil Aviation will also invest 3.5 million yuan in Yaxin Huoyun, with Yaxin China waiving its right of first refusal [2][5] - After the transaction, Yaxin Huoyun will no longer be included in the company's consolidated financial statements [2][5] Financial Assistance - Following the equity transfer, Yaxin China will passively provide financial assistance to Yaxin Huoyun, continuing the operational loans previously extended [3][7] - As of the announcement date, Yaxin China has outstanding loans to Yaxin Huoyun totaling 13.3893 million yuan, which will be formalized in a repayment agreement [3][7] Strategic Rationale - The decision to divest from Yaxin Huoyun aligns with the company's strategy to focus on its core business and optimize asset structure due to changes in industry policy and market conditions [4][21] - The transaction is expected to enhance operational efficiency, reduce management costs, and support the company's sustainable development [4][21] Financial Impact - The transaction is projected to increase the company's investment income by 6 million to 9 million yuan, with no significant impact on the company's financial condition or operational results [21]

证券代码：688225 证券简称：亚信安全 公告编号：2026-008 亚信安全科技股份有限公司关于转让子公司 部分股权暨被动形成财务资助的公告 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： 亚信安全科技股份有限公司（以下简称"亚信安全"或"公司"）于2026 年2月6日召开第二届董事会第二十七次会议，审议通过了《关于转让子 公司部分股权暨被动形成财务资助的议案》，同意公司控股子公司亚信 科技控股有限公司（以下简称"亚信科技"）的全资子公司亚信科技（中 国）有限公司（以下简称"亚信中国"）将其控股子公司亚信货云（北 京）科技有限公司（以下简称"亚信货云"）42.6875%股权转让给深圳 市民航投资管理有限公司（以下简称"深圳民航"），同时深圳民航拟以 350万元对亚信货云进行增资，亚信中国对上述增资事项放弃优先认购 权。本次股权转让和增资完成后，深圳民航、亚信中国将分别持有亚信 货云48.30%、20%股权，亚信货云将不再纳入公司合并报表范围。本议 案尚需提交2026年第一次临时股东会审议。 亚信货云作为 ...

二〇二六年二月 亚信安全科技股份有限公司 2026年第一次临时股东会 补充会议资料 | 2026 | 年第一次临时股东会会议须知 | 3 | | --- | --- | --- | | 2026 | 年第一次临时股东会会议议程 | 5 | | | 议案四：关于转让子公司部分股权暨被动形成财务资助的议案 | 7 | 重要提示：除上述议案外，议案1至议案3的会议资料可查阅公司于2026年2月4日 在上海证券交易所网站（www.sse.com.cn）披露的《2026年第一次临时股东会会 议资料》。 1 | | | 2 亚信安全科技股份有限公司 2026年第一次临时股东会会议须知 为维护亚信安全科技股份有限公司（以下简称"公司"或"本公司"）全体股 东的合法权益，保障股东在本次股东会期间依法行使权利，确保股东会的正常秩 序和议事效率，根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人 民共和国证券法》（以下简称"《证券法》"）《上海证券交易所科创板股票上市规则》 （以下简称"《科创板股票上市规则》"）《亚信安全科技股份有限公司章程》（以下 简称"《公司章程》"）以及《亚信安全科技股份有限公司股东会议事规则 ...

证券代码：688225 证券简称：亚信安全 公告编号：2026-009 亚信安全科技股份有限公司 关于2026年第一次临时股东会增加临时议案 暨补充通知的公告 本公司董事会及全体董事保证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。 一、 股东会有关情况 1. 股东会的类型和届次： 2026年第一次临时股东会 | 股份类别 | | 股票代码 | 股票简称 | 股权登记日 | | --- | --- | --- | --- | --- | | A | 股 | 688225 | 亚信安全 | 2026/2/12 | 二、 增加临时议案的情况说明 公司已于2026 年 2 月 4 日公告了 2026 年第一次临时股东会召开通知，单独 持有20.24%股份的股东亚信信远（南京）企业管理有限公司，在2026 年 2 月 6 日提出临时议案并书面提交公司董事会（本次股东会召集人）。股东会召集人按 照《上市公司股东会规则》有关规定，现予以公告。 3. 临时议案的具体内容 2026 年 2 月 6 日，公司董事会收到控股股东亚信信远（南京）企业管理有 2. 股东会召 ...

Group 1 - The company, AsiaInfo Security, announced that its 26th meeting of the second board of directors was held on February 3, 2026, combining in-person and communication methods [1] - The meeting reviewed a proposal to authorize the board to handle matters related to the company's 2026 employee stock ownership plan [1]