Group 1 - The core viewpoint of the news is that Qi Anxin has shown positive financial performance in the first half of 2025, with significant revenue growth and a reduction in operational costs [1] - In the first half of 2025, the company achieved operating revenue of 1.742 billion yuan, with a year-on-year increase in net profit attributable to shareholders of 6.16% and a 9.82% increase in net profit after deducting non-recurring items [1] - The total amount of three expenses (sales, research and development, management) decreased significantly by 257 million yuan year-on-year [1] Group 2 - The revenue structure indicates that enterprise, government, and public security clients account for 78.74%, 14.54%, and 6.72% of the main business revenue, respectively [1] - The combined revenue share from the energy, finance, telecommunications, and special industries exceeds 50%, with clients generating over 1 million yuan contributing more than 60% of the operating revenue [1] - The company has successfully secured large contracts in various sectors, including finance, telecommunications, energy, manufacturing, consumer goods, and government [1] Group 3 - The Chinese cybersecurity industry has been experiencing rapid growth, with the Ministry of Industry and Information Technology projecting the market size to exceed 200 billion yuan by 2025 [2] - Emerging fields such as AI security and cloud security are showing significant potential, with many companies integrating AI technology into their business strategies [2] - Qi Anxin has fully integrated AI technology into its product development and operational processes, with over 90% of R&D personnel using AI code assistants and AI-generated code accounting for 5% of the total [2]

上交所：调整科创50指数成分股，将奇安信调出，将生益电子调入。 | 调出名单 | | 调入名单 | | | --- | --- | --- | --- | | 证券代码 | 证券名称 | 证券代码 | 证券名称 | | 688561 | 奇安信 | 688183 | 生益电子 | ...

8月29日，上交所公告，根据指数规则，上交所与中证指数决定调整科创50等指数样本，于2025年9月12日收市后生效。其中科创50指数更换1只样本， 调出奇安信-U(688561.SH)，调入生益电子(688183.SH)。 | 调出名单 | | 调入名单 | | | --- | --- | --- | --- | | 证券代码 | 证券名称 | 证券代码 | 证券名称 | | 688561 | 奇安信 | 688183 | 生益电子 | ...

人民财讯8月29日电，上交所消息，根据指数规则，上海证券交易所与中证指数有限公司决定调整科创 50等指数样本，于2025年9月12日收市后生效。其中科创50指数更换1只样本，调出奇安信，调入生益电 子。 ...

8月29日，上交所公告，根据指数规则，上交所与中证指数决定调整科创50等指数样本，于2025年9月12日收市后生效。其中科创50指数更换1只样本， 调出奇安信-U(688561.SH)，调入生益电子(688183.SH)。 | 调出名单 | | 调入名单 | | | --- | --- | --- | --- | | 证券代码 | 证券名称 | 证券代码 | 证券名称 | | 688561 | 奇安信 | 688183 | 生益电子 | ...

Group 1 - The A-share market saw a decline in the "star flash" concept stocks, with significant drops in several companies [1] - Chunzhi Technology hit the daily limit down, while Hengxuan Technology fell over 8% [1] - Other companies such as Qi Anxin, Huilun Crystal, and Aojie Technology experienced declines of over 7% [1] - Companies like Haoshanghao and Zhongke Lanyun also followed the downward trend [1]

Core Insights - Qianxin Technology Group Co., Ltd. reported a revenue of 1.742 billion yuan for the first half of 2025, focusing on core customers to strengthen its market position in key industries [1] Revenue Structure - Enterprise customers remain the primary revenue driver, contributing 78.74% of the main business income, followed by government clients at 14.54% and judicial clients at 6.72% [1] - The energy, finance, telecommunications, and special industries collectively account for over 50% of the company's main business revenue [1] - Clients generating over one million yuan in revenue contribute more than 60% to the company's total revenue [1] Market Expansion - The company has established a deep-dive operational model focusing on 200 super-large clients from a base of 1,000 major clients [1] - Significant contracts were secured in the financial, telecommunications, energy, manufacturing, consumer goods, and government sectors during the first half of the year [1] Overseas Market - The company successfully won several benchmark projects overseas, including a major project for the largest overseas branch of a state-owned bank, involving terminal security products and services worth over 20 million yuan [1] - This project represents the largest case benchmark for the company in the overseas market and is the largest single project for Chinese cybersecurity firms in that region, establishing an important benchmark in the financial sector for overseas Chinese institutions [1]

北京商报讯（记者 魏蔚）8月28日，奇安信发布的2025年半年报显示，营收17.42亿元，同比减少 2.3%，净亏损7.7亿元，同比收窄6.1%。在费用支出方面，三费总金额较2024年同期降低2.57亿元，三 费费用率同比下降12.38个百分点。根据财报，企业级客户继续成为2025上半年营收贡献的主要引擎来 源，企业级、政府、公检法司客户分别占主营业务收入比为78.74%、14.54%、6.72%。能源、金融、运 营商、特种四大行业合计占公司主营业务收入比重超过50%，百万级以上客户创收占公司营业收入比例 超过60%。 ...

新华财经北京8月28日电（记者王艳刚）奇安信科技集团股份有限公司（下称"奇安信"）28日晚间发布 2025年半年度报告，报告显示，2025年上半年公司实现营业收入17.42亿元，净利润及扣非后净利润亏 损规模均有所收窄，三费（销售费用、研发费用、管理费用）总金额同比下降2.57亿元。 企业级客户稳步增长 报告期内，奇安信持续聚焦核心客户，进一步巩固了公司在重点行业的市场地位。从收入结构来看，企 业级客户继续成为2025上半年收入贡献的主要引擎来源，企业级、政府、公检法司客户分别占主营业务 收入比为78.74%、14.54%、6.72%。能源、金融、运营商、特种四大行业合计占公司主营业务收入比重 超过50%，百万级以上客户创收占公司营业收入比例超过60%。 发力AI战略核心产品竞争力不断增强 奇安信在半年报中表示，公司进一步聚焦核心产品，积极加强产销拉通，十余款核心产品上半年新签订 单额同比增长约6%。分产品版块看，得益于数据安全管控平台和大模型卫士等新品的驱动，以及一批 核心产品在运营商行业陆续斩获大单，云与大数据安全的新签订单额同比增长超过24%；工业互联网安 全在能源和特种行业实现重要突破，新签订单额同比 ...

Core Viewpoint - Qianxin Technology Group Co., Ltd. reported a revenue of 1.742 billion yuan for the first half of 2025, demonstrating a focus on cost control and cash flow management while enhancing operational efficiency [1][2]. Financial Performance - In the first half of 2025, Qianxin achieved a revenue of 1.742 billion yuan, with a per capita revenue of 244,400 yuan, up 14.93% year-on-year [1]. - The total expenses (sales, R&D, and management) decreased by 257 million yuan compared to the same period last year, with the expense ratio dropping by 12.38 percentage points [1]. - Cash flow management was strengthened, with sales collections reaching 1.034 billion yuan in Q2, an increase of 8.00% year-on-year [1]. Market Position and Client Base - Qianxin focused on core clients, with enterprise clients contributing 78.74% to the revenue, followed by government and judicial clients at 14.54% and 6.72% respectively [2]. - The company established a mechanism to deepen relationships with 200 major clients, securing significant contracts across various industries including finance, telecommunications, and energy [2]. - Qianxin won several benchmark projects in overseas markets, including a major project with a state-owned bank's largest overseas branch, valued at over 20 million yuan [2]. Product Development and Innovation - New order volume increased by approximately 6% year-on-year, with cloud and big data security growing over 24% and industrial internet security growing over 61% [3]. - Qianxin launched new products such as Qianxin Cloud Mirror and a next-generation network asset attack surface management system [3]. - The company integrated AI technology into its product development, achieving over 90% usage of AI code assistants among R&D personnel and 5% of code generated by AI [3].