9月30日，奇安信盘中上涨2.01%，截至09:52，报35.96元/股，成交6808.58万元，换手率0.28%，总市值 245.34亿元。 资金流向方面，主力资金净流入172.53万元，大单买入1924.72万元，占比28.27%，卖出1752.19万元， 占比25.74%。 奇安信所属申万行业为：计算机-软件开发-横向通用软件。所属概念板块包括：数字货币、AI模型、华 为鲲鹏、国产软件、AIAgent（智能体）等。 截至6月30日，奇安信股东户数2.59万，较上期减少4.98%；人均流通股26433股，较上期增加5.24%。 2025年1月-6月，奇安信实现营业收入17.42亿元，同比减少2.30%；归母净利润-7.70亿元，同比增长 6.16%。 机构持仓方面，截止2025年6月30日，奇安信十大流通股东中，华夏上证科创板50成份ETF（588000） 位居第七大流通股东，持股1519.68万股，相比上期减少20.94万股。易方达上证科创板50ETF （588080）位居第九大流通股东，持股1134.56万股，相比上期增加32.05万股。 奇安信今年以来股价涨34.03%，近5个交易日涨3.60%，近 ...

重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 证券代码：688561 证券简称：奇安信 公告编号：2025-042 奇安信科技集团股份有限公司 2025年第二次临时股东大会决议公告 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） 股东大会召开的时间：2025 年 9 月 29 日 （二） 股东大会召开的地点：北京市西城区西直门外南路 26 号院奇安信安全中 心多功能厅 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 229 | | --- | --- | | 普通股股东人数 | 229 | | 2、出席会议的股东所持有的表决权数量 | 404,574,595 | | 普通股股东所持有表决权数量 | 404,574,595 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 59.2998 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 59.29 ...

会杜律师事务所 KING&WOD MALLESONS 北京市朝阳区东三环中路1号 环球金融中心办公楼东楼18层 邮编100020 18th Floor, East Tower, World Financial Center 1 Dongsanhuan Zhonglu, Chaoyang District Beijing 100020, P. R. China 2. 公司于 2025年9月 12日召开的第三届董事会第四次会议审议通过的议案、 决议等文件; T +86 10 5878 5588 F +86 10 5878 5566 www.kwm.com 北京市金杜律师事务所 关于奇安信科技集团股份有限公司 2025年第二次临时股东大会的法律意见书 致:奇安信科技集团股份有限公司 北京市金杜律师事务所（以下简称本所）接受奇安信科技集团股份有限公司 (以下简称公司)的委托,根据《中华人民共和国证券法》(以下简称《证券法》)、 《中华人民共和国公司法》(以下简称《公司法》)、中国证券监督管理委员会（以 下简称中国证监会）《上市公司股东会规则（2025年修订》（以下简称《股东会规 则》）等中华人民共和国境内（以下简称中 ...

Core Points - The article discusses the preliminary evaluation results of the 2025 National Science and Technology Awards, highlighting the projects that have passed the initial review [2][3][5]. Group 1: National Natural Science Award - A total of 60 projects have passed the preliminary evaluation for the National Natural Science Award [2]. - These projects will be publicly announced on the National Science and Technology Management Information System platform [2]. Group 2: National Technology Invention Award - 51 general projects and 20 specialized projects have passed the preliminary evaluation for the National Technology Invention Award [2]. - The specialized projects will be internally announced within the relevant management and nomination units [2]. Group 3: National Science and Technology Progress Award - 134 general projects and 37 specialized projects have passed the preliminary evaluation for the National Science and Technology Progress Award [2]. - Similar to the Technology Invention Award, specialized projects will be internally announced [2]. Group 4: Objection Process - Individuals or organizations can raise objections to the announced projects within 15 days of the public announcement, following specific regulations [2]. - Objections must be submitted in writing and include necessary evidence, with personal submissions requiring identification details [2].

Core Viewpoint - Qi Anxin's stock price has shown volatility, with a year-to-date increase of 32.24%, but recent declines in the short term raise concerns about its market performance [1][2]. Group 1: Stock Performance - On September 26, Qi Anxin's stock price fell by 2.02%, trading at 35.48 CNY per share, with a total market capitalization of 24.206 billion CNY [1]. - Year-to-date, Qi Anxin's stock has increased by 32.24%, but it has decreased by 0.89% over the last five trading days and 11.26% over the last 20 days [1]. - The stock has experienced a 7.84% increase over the last 60 days [1]. Group 2: Financial Metrics - For the first half of 2025, Qi Anxin reported a revenue of 1.742 billion CNY, a year-on-year decrease of 2.30%, while the net profit attributable to shareholders was -770 million CNY, an increase of 6.16% year-on-year [2]. - The company's revenue composition includes 61.00% from security products, 19.67% from security services, and 18.93% from hardware and other sources [2]. Group 3: Shareholder Information - As of June 30, 2025, Qi Anxin had 25,900 shareholders, a decrease of 4.98% from the previous period, with an average of 26,433 shares held per shareholder, an increase of 5.24% [2]. - The top ten circulating shareholders include the Huaxia SSE Sci-Tech 50 ETF, holding 15.1968 million shares, a decrease of 209,400 shares, and the E Fund SSE Sci-Tech 50 ETF, holding 11.3456 million shares, an increase of 320,500 shares [3].

近日，多家网络安全上市公司公布网络安全领域AI技术应用的新进展。绿盟科技、北信源向记者透露 AI创新成果，深信服、亚信安全等企业相继公布应用AI技术的网络安全产品以及市场应用。 行业专家认为，AI技术应用在带来新型安全风险的同时，也为网络安全行业提升效率、提高产品能力 带来机遇。 ● 本报记者 郑萃颖 蚂蚁集团也于近日发布了融合网络安全与AI技术的创新产品及解决方案。其中，智能眼镜可信连接技 术框架gPass已与Rokid、小米、夸克、雷鸟等智能眼镜品牌合作，率先落地"看一下支付"场景。在大模 型安全方面，蚂蚁集团展示了AIGC滥用检测、深度伪造防御在内的多项解决方案。 另外，启明星辰表示，其开发的安星智能体已经应用于安全运营、威胁检测、数据安全等产品或服务 中，显著提升了产品的能力和服务的效率。亚信安全称，上半年，公司AI大模型应用与交付业务实现 显著增长，未来公司将持续聚焦AI大模型应用与交付、5G专网与应用、数智运营三大增长引擎，加快 签单节奏。 AI应用带来安全新挑战 信息技术咨询公司Gartner的报告显示，中国网络安全的重点正逐步转向保障人工智能的安全，实现业 务转型并加强企业、机构的韧性。 "网 ...

奇安信科技集团股份有限公司 2025 年第二次临时股东大会会议资料 2025 年 9 月 1 / 8 奇安信科技集团股份有限公司 2025 年第二次临时股东大会会议资料 证券代码：688561 证券简称：奇安信 | 一、会议须知 . | | --- | | 二、会议基本情况 …………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 5 | | 三、会议议程 . | | 中文 (1),工艺(文字),四八六年纪六十年出学习中学生产品之一。 ( | （三）出席会议的股东及股东代理人须在会议召开前 30 分钟到会议现场办 理签到手续，并请按规定出示身份证明文件或法人单位证明、授权委托书等，经 验证后领取会议资料，方可出席会议。 （四）股东及股东代理人依法享有发言权、质询权和表决权等各项权益。股 东及股东代理人参加股东大会，应认真行使、履行其法定权利和义务，不得侵犯 公司和其他股东的合法权益，不得扰乱股东大会的正常秩序。 （五）要求现场发言 ...

Core Viewpoint - The article discusses the increasing scrutiny and criticism of Chinese cybersecurity companies by U.S. experts and institutions, particularly focusing on the actions of Dakota Cary and the implications for the cybersecurity industry. Group 1: Criticism of Chinese Cybersecurity Companies - Dakota Cary, a prominent figure in U.S. cybersecurity, has accused several Chinese companies, including Alibaba and Baidu, of being "weapons suppliers" for state-sponsored hacking, distorting the nature of penetration testing services [1][3][6] - Cary's claims are seen as part of a broader strategy to isolate Chinese cybersecurity firms from international collaborations, particularly the Microsoft Active Protections Program (MAPP) [6][7] - Following Cary's accusations, Microsoft announced restrictions on Chinese companies' access to vulnerability information, which was celebrated by Cary as a victory [7][8] Group 2: Historical Context and Evolution - The article traces the origins of U.S. criticism of Chinese cybersecurity back to a 2012 congressional hearing where Richard Bejtlich accused the Chinese government of extensive cyber espionage [9][13] - This hearing marked the beginning of a decade-long focus on China as a primary adversary in cyberspace, leading to a series of reports and accusations against Chinese firms [13][14] - The narrative has evolved, with newer figures like Cary taking the lead in shaping public perception and policy against Chinese cybersecurity entities [17][20] Group 3: The Role of U.S. Cybersecurity Firms - U.S. cybersecurity firms, such as SentinelOne, have benefited from the political climate by increasing government contracts, with SentinelOne's government orders rising from 12% in 2021 to 37% by 2025 [32][33] - The article highlights a pattern where U.S. cybersecurity companies publish reports that criticize Chinese firms, which in turn helps them secure government contracts and funding [32][34] - The rise of companies like CrowdStrike and SentinelOne is linked to their ability to align with U.S. government interests and narratives against China [33][34] Group 4: Response from Chinese Cybersecurity Firms - In response to the accusations, Chinese cybersecurity companies have begun to publish their own reports exposing U.S. cyber activities, aiming to counter the narrative and assert their capabilities [36][37] - Reports from firms like Qihoo 360 and Antiy have detailed U.S. cyber attacks, marking a shift towards a more aggressive defense strategy against U.S. claims [35][36] - The article notes that these responses are part of a broader struggle for legitimacy and recognition in the global cybersecurity landscape [34][38] Group 5: Future Implications - The ongoing conflict between U.S. and Chinese cybersecurity firms reflects a larger geopolitical struggle, with implications for international cybersecurity cooperation and competition [48][49] - The article suggests that the U.S. is conducting a comprehensive assessment of China's cybersecurity capabilities, which may signal preparations for future cyber confrontations [48][49] - The narrative constructed by U.S. experts may influence policy decisions and funding allocations within the U.S. government, further entrenching the divide between the two nations in the cybersecurity domain [57][58]

经济观察网9月19日，由香港特区政府数字政策办公室主办，香港警务处网络安全及科技罪案调查科、 香港互联网注册管理有限公司及香港网络安全专业协会协办的"2025年国家网络安全宣传周"香港分论坛 举办。奇安信集团副总裁吕韬发表题为《关键基础设施防护体系建设与运营》的主题演讲，分享了奇安 信在关键信息基础设施安全防护领域的前沿理念和实践经验。 吕韬在演讲中指出，随着数字化、智能化浪潮席卷全球，关键基础设施面临的安全威胁日益严峻。网络 攻击已从传统的IT系统转向工业控制系统、物联网系统等关键数字基础设施。面对日益复杂的威胁环 境，吕韬强调，关键信息基础设施安全保护是一个系统工程，需要用系统工程方法体系化构建网络安全 的技术体系、管理体系及运营体系。 吕韬表示，奇安信已布局香港市场三年有余，在过去三年的时间里奇安信已经与特区政府部门、公营机 构、金融单位等各行业众多客户建立起合作，已成为香港网络安全市场的中坚力量及代表厂商。在即将 举办的粤港澳大湾区第十五届全运会中，奇安信将会主力承担香港、澳门及广东地区的网络安全防护任 务。恰逢香港关键基础设施保护条例即将于2026年1月1日实施，奇安信希望与各关基行业用户携手，筑 ...

Core Insights - The 22nd China-ASEAN Expo has introduced a dedicated 10,000-square-meter pavilion for Artificial Intelligence (AI), highlighting the growing cooperation between China and ASEAN [2][9] - The expo features nearly 160,000 square meters of exhibition space with over 3,200 enterprises from 60 countries participating, indicating a significant international presence [3][18] - The AI pavilion is the largest single-theme hall in the expo's history, showcasing nearly 200 tech firms and around 1,200 innovative products and technologies [4][9] AI Pavilion Highlights - Major tech companies such as Huawei, Alibaba, and iFlytek are prominently featured, presenting advanced AI products tailored for ASEAN clients [7][8] - iFlytek has launched a multilingual AI model designed for the 10 ASEAN member countries, with a reported sale of approximately 15,000 smart devices generating about 13 million yuan in revenue in 2024 [8] - The AI pavilion also includes contributions from ASEAN members, showcasing smart agriculture technologies and scientific innovations [12][14] Economic and Trade Cooperation - The expo's theme emphasizes leveraging digital technology and innovation to enhance trade and investment between China and ASEAN [9][10] - China has been ASEAN's largest trading partner for 16 consecutive years, while ASEAN has been China's largest trading partner for the past five years, indicating strong bilateral trade relations [17][18] - The strategic location of Guangxi is highlighted as a key area for implementing China-ASEAN cooperation in AI, facilitating further collaboration and innovation [16][17]