证券代码：688651 证券简称：盛邦安全 公告编号：2025-031 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。 特此公告。 远江盛邦安全科技集团股份有限公司董事会 2025 年 7 月 29 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）子公司北京盛邦赛云 科技有限公司（以下简称"盛邦赛云"）近日收到与收益相关的政府补助款217.50 万元，占公司最近一个会计年度经审计净利润的比例为52.09%。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 公司根据《企业会计准则第 16 号——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。 ...

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： ? 本次股票上市类型为首发战略配售股份（限售期 24 月）；股票认购方式 为网下，上市股数为944,000股。本公司确认，上市流通数量等于该限售期的全部 战略配售股份数量。 证券代码：688651 证券简称：盛邦安全 公告编号：2025-030 远江盛邦安全科技集团股份有限公司 本次股票上市流通总数为944,000股。 ? 本次股票上市流通日期为2025 年 7 月 28 日。 一、本次上市流通的限售股类型 根据《远江盛邦（北京）网络安全科技股份有限公司首次公开发行股票并在 科创板上市招股说明书》《远江盛邦（北京）网络安全科技股份有限公司首次公 开发行股票科创板上市公告书》，本次申请解除股份限售的股东国泰君安证裕投 资有限公司关于其持有的股份锁定和减持的有关承诺情况如下： "证裕投资承诺本次跟投获配股票的限售期为 24 个月，限售期自本次公开发 行的股票在上交所上市之日起开始计算，限售期届满后，参与战略配售的投资者 对获配股份的减持适用中国证监会和上交所关于股 ...

本次股票上市类型为首发战略配售股份（限售期 24 月）；股票认购方式 为网下，上市股数为944,000股。本公司确认，上市流通数量等于该限售期的全部 战略配售股份数量。 本次股票上市流通总数为944,000股。 证券代码：688651 证券简称：盛邦安全 公告编号：2025-030 远江盛邦安全科技集团股份有限公司 首次公开发行部分限售股上市流通公告 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： 本次股票上市流通日期为2025 年 7 月 28 日。 一、本次上市流通的限售股类型 中国证券监督管理委员会于 2023年5月30日发布证监许可[2023]1172号《关 于同意远江盛邦（北京）网络安全科技股份有限公司首次公开发行股票注册的批 复》，同意远江盛邦（北京）网络安全科技股份有限公司（以下简称"公司"） 首次公开发行股票的注册申请，公司首次向社会公众公开发行人民币普通股（A 股） 1,888 万股，并于 2023 年 7 月 26 日在上海证券交易所科创板上市。发行完成后， 公司总股本为 7,539.9 ...

国泰海通证券股份有限公司 关于远江盛邦安全科技集团股份有限公司 首次公开发行部分限售股上市流通的核查意见 国泰海通证券股份有限公司(以下简称"国泰海通"或"保荐机构")作为 远江盛邦安全科技集团股份有限公司(以下简称"盛邦安全"或"公司")首次 公开发行股票并在科创板上市及持续督导的保荐机构,根据《证券发行上市保荐 业务管理办法》《上海证券交易所科创板股票上市规则》《上海证券交易所科创 板上市公司自律监管指引第1 号 -- 规范运作》等法律法规的相关规定,对盛邦 安全首次公开发行部分限售股上市流通事项进行了核查,核查情况及核查意见如 下: 一、本次上市流通的限售股类型 中国证券监督管理委员会于 2023年5月30日出具《关于同意远江盛邦(北 京 ) 网络安全科技股份有限公司首次公开发行股票注册的批复》（证监许可 [2023]1172 号),同意公司首次公开发行股票的注册申请。公司首次向社会公开 发行人民币普通股(A 股)1,888万股,并于 2023年 7月 26日在上海证券交易 所科创板上市交易,发行完成后总股本为7.539.9万股,其中有限售条件流通股 59,622,753 股,无限售条件流通股 15.7 ...

Group 1 - The implementation of the "National Network Identity Authentication Public Service Management Measures" will begin on July 15, 2025, as announced by six departments including the Ministry of Public Security and the National Internet Information Office [1][3] - The management measures consist of 16 articles that define the concepts of national network identity authentication services, including the network number and network certificate, as well as their application scenarios and responsibilities for data security and personal information protection [1][2] - The introduction of network numbers and certificates is expected to create significant demand for identity verification equipment, including chips, modules, and complete machines, particularly in offline scenarios [1][2] Group 2 - Longjiang Securities highlights that the establishment of a trusted digital identity system is crucial for the development of the digital economy, with China's network number and certificate potentially forming its own trusted digital identity system [2] - The official release of the management measures may accelerate the integration of certain online applications with the relevant certification systems, driving demand for certification system construction and related equipment [2][6] Group 3 - Companies to watch include those involved in the construction of network identity authentication platforms, those with expertise in CTID and eID technologies, and hardware manufacturers related to network identity authentication [6] - Specific companies mentioned include: - Shengbang Security, which collaborates deeply with the Ministry of Public Security on cybersecurity products [7] - Newland, a core supplier of network certificate QR code devices and solutions [8] - Xinguodu, which focuses on biometric recognition and identity authentication products [8] - Jida Zhengyuan, a supplier of password security products for the national "Internet +" trusted identity authentication platform [8] - Digital Certification, a leading provider of information security solutions in collaboration with the Ministry of Public Security [8] - Nanwei Software, a provider of smart policing solutions, with electronic ID services as a key business [8] - Jinglun Electronics, which supports various modes of secure identity verification [8]

Group 1 - The core viewpoint of the news is that Shengbang Security's performance has significantly declined in 2024, prompting inquiries from the Shanghai Stock Exchange regarding the reasons behind this drop [1] - In 2024, Shengbang Security reported operating revenue of 294 million yuan, a year-on-year increase of 0.93%, while the net profit attributable to shareholders was 1.6285 million yuan, a year-on-year decline of 96.17% [1] - The company acknowledged that the economic environment is challenging and that the cybersecurity industry is undergoing a transformation from compliance to practical application, which presents both challenges and opportunities for the company [1][2] Group 2 - The China Cybersecurity Industry Alliance (CCIA) reported that in 2024, 17 out of 29 listed cybersecurity companies are expected to incur losses, an increase of 2 companies compared to 2023, with a total net profit of -3.353 billion yuan, a year-on-year loss expansion of 141.13% [2] - Shengbang Security stated that its operational situation aligns with industry trends, and it has made improvements in product and sales capabilities, laying a foundation for future development [2] - The company plans to increase investments in research and development, sales, and management, with total expenses in these areas rising by 39.5974 million yuan in 2024, impacting net profits [1][3] Group 3 - Shengbang Security indicated that due to the lagging nature of output in the cybersecurity industry, the development, launch, and scaling of products typically require 12 to 24 months, while market expansion and profitability may take 24 to 36 months [3] - The period from 2023 to 2025 is expected to be one of high investment for the company, with anticipated returns starting to materialize from 2025 onwards [3]

Core Viewpoint - The company experienced a significant decline in performance in 2024, with a notable drop in net profit and cash flow, attributed to increased operational costs and a challenging market environment [2][14][20]. Financial Performance - In 2024, the company achieved operating revenue of 294 million RMB, a year-on-year increase of 0.93%, but the net profit attributable to shareholders was only 1.63 million RMB, down 96.17% [2][15]. - The net cash flow from operating activities was -63.39 million RMB, a decline of 493.39% compared to the previous year [2][15]. - The company’s gross profit margin decreased from 74.19% to 72.64%, reflecting increased costs [15][20]. Business Segments - Revenue from cybersecurity products and services, as well as from the cyberspace mapping business, both saw a decline of 5-6% year-on-year [2][10]. - The newly acquired satellite internet security business generated revenue of 17.94 million RMB in 2024 [2][10]. Customer and Sales Analysis - The company provided detailed information on its top five customers, including contract amounts and sales models, indicating a focus on direct sales and channel partnerships [3][4]. - The sales model includes direct sales to end-users and channel sales through various partnerships [7][10]. Market Context - The overall cybersecurity market in China faced challenges, with 29 listed companies reporting a total revenue decline of 5% in 2024, and 17 companies reported losses, indicating a tough competitive landscape [7][18]. - The company’s performance aligns with industry trends, where many peers also experienced significant profit declines [18][20]. Strategic Initiatives - The company is investing heavily in expanding its sales and R&D teams to enhance its competitive position, with a focus on long-term growth despite short-term financial pressures [14][19]. - The satellite internet security business is seen as a strategic growth area, leveraging existing capabilities in cybersecurity and mapping technologies [12][13][20].

Core Viewpoint - The company, Yuanjiang Shengbang Security Technology Group Co., Ltd., reported a significant decline in its financial performance for the fiscal year 2024, with a notable drop in net profit and cash flow, raising concerns about its operational efficiency and market conditions in the cybersecurity industry [3][4][8]. Financial Performance Summary - In 2024, the company achieved operating revenue of 294 million RMB, a year-on-year increase of 0.93%, but the net profit attributable to shareholders plummeted by 96.17% to 1.6285 million RMB [3][4][15]. - The company reported a net cash flow from operating activities of -63.39 million RMB, a decline of 493.39% compared to the previous year [3][4][15]. - The cybersecurity products and services segment saw a revenue decline of 5%-6%, while the gross profit margin for the spatial mapping business decreased to 77.44%, down from the previous year [3][4][10]. Business Segment Analysis - The company identified its top five clients across different business segments, detailing contract amounts, performance progress, and sales models, indicating a direct sales approach for most clients [4][6][7]. - The newly introduced satellite internet security business generated revenue of 17.9434 million RMB in 2024, marking its first year of operation [3][10][11]. Industry Context - The cybersecurity industry faced challenges in 2024, with a reported 5% decline in total revenue among 29 listed cybersecurity companies, indicating a broader market downturn [8][19]. - The company’s performance aligns with industry trends, as many peers reported losses or declining profits, reflecting the overall economic environment and market pressures [19][22]. Cost Structure and Profitability - The increase in employee compensation significantly impacted the company's profitability, with total salary expenses rising by 36.88% to 85.3974 million RMB [15][16]. - The company’s gross profit margin decreased to 72.64%, down from 74.19% in the previous year, primarily due to rising operational costs [15][16]. Future Outlook - The company plans to enhance its product offerings and expand its sales team to improve market competitiveness, with a focus on key industries such as public safety and energy [15][16]. - The management anticipates that the investments made in 2024 will yield results starting in 2025, as the cybersecurity market continues to evolve [19][22].

上海证券交易所： 根据贵所于近日出具的《关于远江盛邦安全科技集团股份有限公司2024年 年度报告的信息披露监管问询函》（上证科创公函【2025】0127号），以下简 称"年报问询函"）的要求，◿泰海通证券股份有限公司（以下简称"持续督 导机构"）会同公司及相关中介机构，就年报问询函提及的事项逐项进行了认 真讨论、核查与落实，并出具了明确的核查意见如下： 本核查意见中若出现总计数尾数与所列数值总和尾数不符的情况，均为四 舍五入所致。如无特别说明，本核查意见中使用的简称或名词释义与《远江盛 邦安全科技集团股份有限公司2024年年度报告》一致。本回复表格中金额单 位，如无特别说明，均为"人民币万元"。 1、关于公司经营及业绩表现。 公司 2023 年上市，上市后首个完整会计年度 2024 年业绩大幅下滑。 年报显示，2024 年度公司实现营业收入 2.94 亿元，同比增加 0.93%；实现 归母净利润 162.85 万元，同比大幅下滑 96.17%；实现扣非后归母净利润- 720.69 万元，由盈转亏；经营活动产生的现金流量净额为-6,338.67 万，同比 下滑 493.39%。分业务看，网络安全产品与服务、网络 ...

XYZH/2025SZAA8F0178 远江盛邦安全科技集团股份有限公司 致：上海证券交易所 信永中和会计师事务所（特殊普通合伙）（以下简称"我们"或"我所"）通 过远江盛邦安全科技集团股份有限公司（以下简称"公司"或"盛邦安全"），收 悉上海证券交易所（以下简称"贵所"）于 2025 年 5 月 19 日出具的《关于远江盛 邦安全科技集团股份有限公司 2024 年年度报告的信息披露监管问询函》（上证科 创公函【2025】0127 号）（以下简称"《问询函》"）。我们对《问询函》所列问 题逐条进行了认真核实及讨论，现呈上我所就其中要求会计师发表意见的相关问 题回复贵所的沟通函件，请阅示。 本回复中若出现总计数尾数与所列数值总和尾数不符的情况，均为四舍五入 所致。本回复表格中的金额单位，如无特别说明，均为"人民币万元"。 问询函问题 1：关于公司经营及业绩表现。公司 2023 年上市，上市后首个完 整会计年度 2024 年业绩大幅下滑。年报显示，2024 年度公司实现营业收入 2.94 亿元，同比增加 0.93%；实现归母净利润 162.85 万元，同比大幅下滑 96.17%；实 现扣非后归母净利润-720.6 ...