资料显示，远江盛邦安全科技集团股份有限公司位于北京市海淀区上地九街9号9号2层209号，成立日期 2010年12月7日，上市日期2023年7月26日，公司主营业务涉及信息安全产品的研发、生产、销售及提供 专业信息安全服务。主营业务收入构成为：网络安全产品与服务77.56%，网络空间地图16.23%，卫星 互联网安全业务6.11%，其他0.09%。 从盛邦安全十大流通股东角度 长城久嘉创新成长混合A（004666）成立日期2017年7月5日，最新规模19.74亿。今年以来收益 55.83%，同类排名707/8100；近一年收益56.48%，同类排名652/8065；成立以来收益152.99%。 12月18日，盛邦安全涨5.21%，截至发稿，报41.40元/股，成交6615.66万元，换手率5.07%，总市值 31.22亿元。 长城久嘉创新成长混合A（004666）基金经理为尤国梁。 数据显示，长城基金旗下1只基金位居盛邦安全十大流通股东。长城久嘉创新成长混合A（004666）三 季度增持20万股，持有股数170万股，占流通股的比例为5.24%。根据测算，今日浮盈赚取约348.5万 元。 风险提示：市场有风险，投 ...

盛邦安全 20251212 今年（2025 年）前三季度公司亏损有所增加，营收基本持平。由于整个网络 安全行业仍处于补库状态，我们预计全年业绩不会出现快速增长，但希望能实 现小幅上升。今年 12 月份通常是促销高峰期，因此四季度可能会有一些积极 变化。然而，由于费用端特别是研发投入增加，从 23 年至 25 年的费用一直在 上升，这也对利润造成了一定压力。这些研发投入预计将在 26 年开始体现成 效，因此我们认为 26 年将是逐步收获成果的阶段。 摘要 公司通过拓展渠道代理商和大客户合作，努力保持网络安全业务的稳定 增长，同时积极推进卫星互联网产品在低空深海等核心场景中的应用， 并扩大市场份额。 公司自 2020 年以来在研发方面投入巨大，已形成针对测控网、运控网 和接入网不同场景的卫星互联网产品，如卫星攻防安全模块和 200G 高 速电路加密网关，技术上处于行业领先地位。 2025 年 5 月，公司中标卫星攻防安全模块订单，已交付并进入试验阶 段；10 月推出 200G 高速电路加密网关，适用于智算中心及卫星总算力 上天等场景，性能领先国内主流产品。 公司提供的卫星通信加密硬件模块已进入小批量供货阶段，预计 ...

内容概要：网络安全测试软件是贯穿系统全生命周期、通过多种技术手段主动识别安全隐患的核心防护 工具，在数字化转型深入推进、网络安全风险加剧的背景下，其战略价值愈发凸显。我国已构建多层次 政策体系，《网络安全法》等法规与公安部"清源行动"等监管措施共同催生刚性需求，推动网络安全整 体市场稳步增长，2024年相关市场规模约800亿元，2025年预计持续扩容。行业结构正从"硬件主 导"向"软件与服务驱动"转型，安全软件与服务占比持续提升，而网络安全测试软件作为细分赛道，增 速显著高于整体行业，呈现高成长性。当前市场形成综合型厂商全场景布局与垂直赛道企业专精深耕的 多元竞争格局，头部企业围绕"技术+场景+合规"布局，未来行业将朝着技术智能化、合规标准化、场 景多元化方向演进，通过AI赋能、标准适配与定制化延伸，构筑高质量发展格局，为数字中国建设提 供安全支撑。 上市企业：奇安信（688561.SH）、启明星辰（002439.SZ）、深信服（300454.SZ）、天融信 （002212.SZ）、电科网安（002268.SZ）、绿盟科技（300369.SZ）、安恒信息（688023.SH）、中孚信 息（300659.SZ） ...

从资金流向上来看，当日软件开发板块主力资金净流入3.2亿元，游资资金净流出2.01亿元，散户资金净 流出1.19亿元。软件开发板块个股资金流向见下表： 证券之星消息，12月12日软件开发板块较上一交易日上涨1.4%，合合信息领涨。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688615 | 合合信息 | 222.00 | 13.80% | 8.58万 | | 18.02亿 | | 688651 | 盛邦安全 | 44.55 | 6.58% | 5.48万 | | 2.40 Z | | 688031 | 星环科技 | 75.05 | 5.70% | 7.39万 | | 5.41亿 | | 300377 | 赢时胜 | 21.82 | 5.16% | 135.86万 | | 29.46亿 | | 688692 | 达梦数据 | 270.00 | 4.9 ...

Core Viewpoint - The 2025 Wide Temperature Range Fuel Cell and Hydrogen Energy Drone Forum will be held on December 18-19 in Suzhou, focusing on advancements in fuel cell technology and hydrogen energy applications in drones [2]. Registration and Attendance - Participants are required to register and sign in at the designated area to receive conference materials, including badges and meal vouchers [3][2]. - The forum will feature a closed-door high-level discussion on the fuel cell industry on the afternoon of December 18, limited to 30 invitees [16]. Venue and Accommodation - The forum will take place at the Suzhou Shangri-La Hotel, located at 168 Ta Yuan Road, Suzhou, Jiangsu Province [5][6]. - Special accommodation rates are available for attendees, with rooms priced at 400 RMB per night [6]. Transportation - The hotel is approximately 11 km from Suzhou Station (25 minutes by car), 23 km from Suzhou North Station (35 minutes), 20 km from Suzhou Industrial Park Station (30 minutes), and 40 km from Wuxi Sunan Shuofang International Airport (55 minutes) [7]. Agenda Overview - The forum will include various presentations on topics such as wide temperature range proton exchange membrane fuel cells, hydrogen energy drone development, and key technological advancements in fuel cells [16][17]. - Notable speakers include experts from Wuhan University of Technology, Guohong Hydrogen Energy Technology, and Zhejiang Industrial University [16][17]. Additional Events - The 2025 (Third) Hydrogen Storage and Transportation Key Technology Development Forum will also take place from December 16-18, offering a special package price for participants attending both forums [14].

Investment Rating - The industry investment rating is "Outperform the Market" [1][29] Core Viewpoints - The establishment of the Commercial Space Administration by the National Space Administration marks a new phase of high-quality development in China's commercial space industry, with a focus on space computing as a core area where AI and commercial space intersect [2][8] - The rapid evolution of artificial intelligence has significantly increased global demand for computing power, while traditional ground data centers face limitations such as energy consumption and land use, making space-based data centers a viable solution [15][16] - The successful launch of the first space computing satellite constellation by Guoxing Aerospace represents a significant milestone in the development of space computing capabilities [18][19] Summary by Sections Industry Investment Rating - The report rates the industry as "Outperform the Market," indicating expectations for the industry index to perform better than the benchmark index over the next 6-12 months [1][29] Key Developments - The National Space Administration has initiated the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)," aiming for significant advancements in the commercial space sector by 2027 [8][9] - Major tech companies like Google and OpenAI are entering the space computing arena, with projects aimed at enhancing satellite communication and processing capabilities [12][13] Demand Side - The demand for computing power is driven by the rapid advancement of AI, with space offering advantages such as abundant solar energy and superior cooling conditions compared to ground data centers [15][16] Technology Side - The successful launch of the Zhuque-3 rocket signifies the beginning of China's reusable rocket era, which is expected to lower launch costs and increase the frequency of satellite deployments [16][17] Industry Progress - The first space computing satellite constellation has been successfully launched, marking a significant step in establishing a space-based computing network capable of real-time data processing and analysis [18][19] - The construction of space data centers is anticipated to accelerate, creating new application scenarios and business models [22]

Core Insights - The company, Shengbang Security (688651.SH), has announced its "integrated air-space-ground" security strategy, establishing partnerships with key enterprises across the industry chain, including satellite manufacturing, communication operations, and terminal applications [2] Strategic Developments - The company has made strategic investments in satellite manufacturing unicorn, Weina Starry Sky, and satellite communication equipment provider, Xingzhan Measurement and Control, to deepen cooperation in satellite internet security, low-altitude economy scenarios, and emergency rescue [2] - These collaborations lay a solid foundation for future participation in satellite constellation construction and the expansion of satellite application scenarios [2] Future Focus - The company will continue to focus on core aspects of satellite internet and deepen investment cooperation within the industry chain, exploring new directions such as 6G and cloud computing [2] - Recent years have seen increased R&D investment aimed at consolidating technological barriers and broadening the product matrix to meet the demands of integrated air-space-ground development [2] R&D Priorities - R&D efforts are concentrated in three core areas: 1. Deepening the core technology system, focusing on the iteration of advantageous technologies such as vulnerability and weakness detection, and application security defense [2] 2. Layout in emerging sectors, with R&D resources prioritized for satellite internet security, including the recent launch of a 200G high-speed link encryption gateway product [2] 3. Enhancing the integration of AI and cybersecurity in research and development [2]

证券代码：688651 证券简称：盛邦安全 公告编号：2025-036 远江盛邦安全科技集团股份有限公司 获得政府补助的公告 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。 2025年12月3日 一、获得补助的基本情况 远江盛邦安全科技集团股份有限公司（以下简称"公司"）控股子公司北京天御云安科技有限公司（以下 简称"天御云安"）近日收到与收益相关的政府补助款150万元，占公司最近一个会计年度经审计净利润 的比例为35.92%。上述政府补助与公司日常经营活动有关。 二、补助的类型及其对上市公司的影响 根据《企业会计准则第16号一一政府补助》的相关规定，上述补助确认为与收益相关的政府补助，预计 对公司经营业绩产生一定积极影响。上述政府补助数据未经审计，具体的会计处理以及对公司损益的影 响须以审计机构年度审计确认后的结果为准。敬请广大投资者注意投资风险。 特此公告。 远江盛邦安全科技集团股份有限公司董事会 ...

Group 1 - The core point of the article is that Shengbang Security announced a government subsidy of 1.5 million yuan, which represents 35.92% of the company's audited net profit for the most recent fiscal year [2] Group 2 - The government subsidy is received by Beijing Tianyu Cloud Security Technology Co., Ltd., a subsidiary of Shengbang Security [2] - The announcement was made on the evening of December 2 [2]

Core Points - The stock of Shengbang Security (688651) closed at 39.25 yuan on December 2, 2025, down 0.86% from the previous trading day, with a total market capitalization of 2.959 billion yuan [1] - The stock opened at 39.59 yuan, reached a high of 39.68 yuan, and a low of 38.87 yuan, with a trading volume of 51.0825 million yuan and a turnover rate of 4.02% [1] - The company announced that its subsidiary, Beijing Tianyu Cloud Security Technology Co., Ltd., received a government subsidy of 1.5 million yuan, which accounts for 35.92% of the company's audited net profit for the most recent fiscal year [1] - This subsidy is related to the company's regular business activities and is expected to have a positive impact on the company's operating performance [1] Financial Summary - The total market capitalization of Shengbang Security is 2.959 billion yuan [1] - The government subsidy of 1.5 million yuan is significant, representing 35.92% of the company's latest audited net profit [1] - The trading volume on the day was 51.0825 million yuan, indicating active trading [1]