Qi An Xin Technology (688561)

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奇安信:“一块钱中标”对软件行业有破坏性杀伤力
Bei Jing Shang Bao· 2025-06-05 14:47
所谓"内卷式"竞争,是指在某一领域或行业内,由于竞争过于激烈,参与者为争夺有限资源和机会,不 惜过度投入,最终导致资源浪费和效率下降的现象。这种竞争模式违背了经济运行基本规律,也是促进 市场公平竞争、激发创新活力、提高发展效率的大敌。这种恶性竞争的一大表现是不拼质量拼价格,试 图"以价换量"扩大市场份额。 "在长期'让我做、要求我做、我凑合做'的被动导向下,安全建设陷入了'缺啥补啥、低价中标'的拼盘惯 性,安全防护大多缝隙丛生、'中看不中用'。"齐向东从更为根源和本质层面做了剖析。他认为,数据 孤岛、资源投入不足、新旧系统兼容难是影响网络安全体系化建设的三重障碍。体系力量是网络安全产 业突围的钥匙,内生安全是体系建设的核心。 价格的背面是成本,6月5日,齐向东就以新能源车为例对比,"新能源车有硬成本的底价,低于底价的 1%,大家可以卷,如果低于底价的10%,大家都卷不动,所以硬件行业内卷是有底线的,软件行业内 卷没有底线"。 他拿奇安信做软件的投入举例,"我们(奇安信)做一款软件可能需要开发三年、投入几亿元,但是形 成产品后,每个人都看不到它的成本"。在他看来,"人工智能(的本质)是软件、数字经济是软件、网 ...
“小数据”决定企业生死?齐向东:AI时代必须重构防护体系,防“一锅端”风险
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-05 14:19
Core Viewpoint - The cybersecurity industry is facing significant challenges due to a fragmented system, where the procurement of security devices from multiple vendors leads to dispersed responsibilities and ineffective security capabilities [1][2] Group 1: Systemic Challenges - Over 90% of large government and enterprise organizations procure security devices from more than 10 vendors, resulting in a "big platter" of fragmented security systems [2] - There is a disconnect between the macro-level "big system" and the micro-level "small systems," leading to difficulties in integrating security capabilities and implementing unified strategies [2][3] - The operational bottleneck arises from the lack of data sharing and communication between different "small systems," which exacerbates the security risks [2] Group 2: Impact of AI - The traditional strategy of protecting core "small data" through compartmentalization has become ineffective in the age of AI [3][4] - Small data, which includes trade secrets and proprietary information, is now at risk of being easily accessed and replicated by competitors using AI technologies [4] Group 3: Proposed Solutions - To address these challenges, the industry must focus on three key paths: reshaping data aggregation models, constructing feedback loops for security operations, and redefining ecological cooperation models [5] - A comprehensive security data set that covers a wide range of dimensions and has high contextual relevance is essential for effective threat detection [5] - Establishing a "security system chief designer" to unify disparate security efforts and create a cohesive defense strategy is crucial for effective implementation [6]
齐向东:数据孤岛严重阻碍网络安全体系落地
Bei Jing Ri Bao Ke Hu Duan· 2025-06-05 14:00
Core Insights - The 2025 Global Digital Economy Conference highlighted the challenges faced by enterprises in implementing cybersecurity systems, particularly the issue of data silos [1][2] - Qi Anxin's chairman emphasized the exponential growth of data importance in security over the past decade, which has led to fragmented systems and isolated data [1] - The lack of a unified system has resulted in difficulties in data management and response capabilities within security operations centers [1] Group 1: Data Silos - The phenomenon of data silos is primarily caused by the "thousand manufacturers" situation of security devices, leading to inconsistent data formats and incompatible interfaces [1] - A case study of a leading financial institution revealed that the deployment of multiple firewall models from various brands resulted in chaotic data collection and analysis [1] - The fragmented nature of security data hampers comprehensive situational awareness and rapid response to incidents [1] Group 2: Business and Security Disconnection - The "two skins" phenomenon, where business operations and security measures are not aligned, was illustrated by an incident involving a financial data breach due to delayed communication between departments [2] - Insufficient investment in security and compatibility issues between new and old products are significant barriers to effective cybersecurity system construction [2] - Addressing these challenges requires a holistic approach to internal security systems, emphasizing the need for strategic thinking in overcoming obstacles [2]
奇安信董事长,最新发声
Zhong Guo Ji Jin Bao· 2025-06-05 10:01
Group 1 - The chairman of Qi Anxin, Qi Xiangdong, stated that the company's international business proportion will steadily increase over the next decade to match world-class cybersecurity companies [1] - Qi Anxin has been expanding its overseas market since before the COVID-19 pandemic, with benchmark projects in regions such as the Middle East, ASEAN, Latin America, North Africa, and Central Asia, receiving high recognition from clients [1] - As of 2024, Qi Anxin's overseas business revenue accounts for 2.08% of its total revenue [1] Group 2 - Qi Xiangdong believes that Chinese cybersecurity companies are facing a rare opportunity to expand internationally due to global technology, tariff, and trade wars, which have heightened concerns about data security in many countries [2] - Countries that previously relied on Western products are now seeking to diversify their cybersecurity solutions, allowing Chinese companies to compete alongside Western firms [2] - Qi Anxin has a success rate of over 50% when competing with developed countries' security companies, boosting confidence in its international expansion efforts [2]
奇安信董事长:希望中国网络安全产品在海外赢得像歼-10CE一样的认可
Huan Qiu Wang· 2025-06-05 06:10
Core Viewpoint - The chairman of Qi Anxin Group, Qi Xiangdong, emphasized that Chinese cybersecurity products can match the quality of those from developed Western countries, expressing a desire for international recognition similar to that received by the J-10CE fighter jet [1][2]. Group 1: International Expansion - Qi Xiangdong stated that as a world-class cybersecurity company, Qi Anxin must expand internationally, with the proportion of international business steadily increasing [1]. - The current geopolitical climate presents a unique opportunity for Chinese cybersecurity companies to expand overseas, particularly in countries involved in the Belt and Road Initiative [2]. Group 2: Market Dynamics - Qi Xiangdong noted that many countries have traditionally relied on Western products, but changing international circumstances have led them to seek alternatives, viewing reliance on Western technology as risky [2]. - Countries are increasingly concerned about their national security in the digital age, prompting a competitive environment where they welcome Chinese cybersecurity firms to compete alongside Western companies [2].
奇安信(688561) - 奇安信关于选举董事长、董事会各专门委员会委员、监事会主席及聘任高级管理人员、证券事务代表的公告
2025-06-04 09:30
证券代码:688561 证券简称:奇安信 公告编号:2025-023 奇安信科技集团股份有限公司 关于选举董事长、董事会各专门委员会委员、监事会 主席及聘任高级管理人员、证券事务代表的公告 本公司董事会、监事会及全体董事、监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。 奇安信科技集团股份有限公司(以下简称"奇安信"或"公司")于 2025 年 5 月 27 日召开职工代表大会选举产生了公司第三届监事会职工代表监事;于 2025 年 5 月 29 日召开了公司 2024 年年度股东大会,选举产生了公司第三届董 事会成员及第三届监事会非职工代表监事。公司于 2025 年 6 月 3 日召开了第三 届董事会第一次会议、第三届监事会第一次会议,分别选举产生了第三届董事会 董事长、董事会各专门委员会委员及主任、监事会主席以及聘任高级管理人员、 证券事务代表。现将具体情况公告如下: 一、第三届董事会董事长选举情况 公司于 2025 年 6 月 3 日召开了第三届董事会第一次会议,审议通过了《关 于选举公司第三届董事会董事长的议案》,选举齐向东先生为公 ...
奇安信(688561) - 奇安信第三届监事会第一次会议决议公告
2025-06-04 09:30
一、监事会会议召开情况 奇安信科技集团股份有限公司(以下简称"奇安信"或"公司")第三届监 事会第一次会议(以下简称"本次会议")于 2025 年 6 月 3 日在公司会议室以 现场结合通讯的方式召开。根据《奇安信科技集团股份有限公司章程》(以下简 称"《公司章程》")的规定,本次会议通知已提前以邮件方式发送。经公司第 三届监事会全体监事推举,本次会议由公司监事张继冉女士主持,应参会监事 3 名,实际参会监事 3 名。本次会议的召集和召开符合《中华人民共和国公司法》 等有关法律法规、部门规章、规范性文件及《公司章程》的规定。 二、监事会会议审议情况 证券代码:688561 证券简称:奇安信 公告编号:2025-022 奇安信科技集团股份有限公司 第三届监事会第一次会议决议公告 本公司监事会及全体监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。 监事会同意选举张继冉女士为公司第三届监事会主席,任期与第三届监事会 任期一致。 表决结果:3 票同意、0 票反对、0 票弃权。 具体内容详见同日公司在上海证券交易所网站(www.sse.com.cn)上 ...
因围标串标,奇安信子公司上榜军队采购暂停名单
Qi Lu Wan Bao· 2025-06-03 15:12
Core Viewpoint - Qianxin Wangshen Information Technology (Beijing) Co., Ltd., a subsidiary of Qianxin (688561.SH), has been placed on the military procurement suspension list due to violations related to bid rigging, effective from May 27, 2025 [1][2][4]. Group 1: Company Information - Qianxin Wangshen is a significant non-wholly-owned subsidiary of Qianxin, holding a 99.9934% stake, primarily providing security products, management, and services [6]. - The company reported a revenue of approximately 4.271 billion yuan in 2024, accounting for about 98% of Qianxin's total revenue of 4.349 billion yuan [8]. - Qianxin's total revenue decreased by 32.49% compared to the previous year, which may negatively impact Qianxin Wangshen's performance due to the procurement suspension [8]. Group 2: Regulatory Actions - The suspension was initiated by the Logistics Department of the Cyber Space Force due to bid rigging, affecting Qianxin Wangshen's eligibility to participate in procurement activities for the Cyber Space Force [2][4]. - During the suspension period, the legal representative and authorized representative of Qianxin Wangshen are also barred from participating in military procurement activities [4]. Group 3: Financial Performance - Qianxin's total assets as of the end of 2024 were approximately 14.867 billion yuan, a decrease of 8.60% from the previous year [8]. - The net profit attributable to shareholders for Qianxin in 2024 was reported as -1.379 billion yuan, reflecting a significant decline compared to the previous year's profit [8].
奇安信科技集团股份有限公司 关于核心技术人员调整的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-05-30 06:15
证券代码:688561 证券简称:奇安信 公告编号:2025-021 奇安信科技集团股份有限公司 关于核心技术人员调整的公告 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: ● 奇安信科技集团股份有限公司(以下简称"公司")核心技术人员左文建先生的工作内容将于近日进行 调整,调整后左文建先生将不再负责研发相关的工作,转为服务于公司其他部门。基于前述情形,公司 将不再认定左文建先生为公司核心技术人员。左文建先生的工作内容调整不会对公司的日常运营、技术 研发、核心竞争力及持续经营能力产生实质性不利影响。 一、本次核心技术人员调整的具体情况 公司核心技术人员左文建先生因个人原因将于近日进行工作内容调整,调整后左文建先生不再负责研发 相关的工作。基于前述情形,公司将不再认定左文建先生为公司核心技术人员。 (一)左文建先生的具体情况 左文建,男,生于1975年10月,中国籍,无境外永久居留权,本科学历,毕业于天津科技大学包装工程 专业。1999年4月至1999年5月,任深圳市海科汇软件系统开发有限公司软件工程师;19 ...
奇安信(688561) - 奇安信关于核心技术人员调整的公告
2025-05-29 12:16
奇安信科技集团股份有限公司 关于核心技术人员调整的公告 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: 证券代码:688561 证券简称:奇安信 公告编号:2025-021 除上述情况外,左文建先生目前未参与公司其他在研项目,亦未涉及公司其 他核心技术研发,不会对公司现有研发项目进展产生重大不利影响。 (三)保密及竞业协议情况 奇安信科技集团股份有限公司(以下简称"公司")核心技术人员左文 建先生的工作内容将于近日进行调整,调整后左文建先生将不再负责研发相关的 工作,转为服务于公司其他部门。基于前述情形,公司将不再认定左文建先生为 公司核心技术人员。左文建先生的工作内容调整不会对公司的日常运营、技术研 发、核心竞争力及持续经营能力产生实质性不利影响。 一、本次核心技术人员调整的具体情况 公司核心技术人员左文建先生因个人原因将于近日进行工作内容调整,调整 后左文建先生不再负责研发相关的工作。基于前述情形,公司将不再认定左文建 先生为公司核心技术人员。 (一)左文建先生的具体情况 左文建,男,生于 1975 年 ...