证券代码：688651 证券简称：盛邦安全 公告编号：2026-004 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。 远江盛邦安全科技集团股份有限公司（以下简称"公司"）全资子公司北京盛 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 272.16万元，占公司经审计的最近一个会计年度净利润的比例为65.18%。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——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 2026 年 3 月 10 日 一、获得补助的基本情况 ...

Group 1 - The core point of the article is that Shengbang Security reported its 2025 annual performance, achieving an operating income of 311.8958 million yuan, which represents a year-on-year growth of 6.26% [2]

Core Viewpoint - Shengbang Security (688651.SH) reported a revenue of 311.90 million yuan for the fiscal year 2025, reflecting a year-on-year growth of 6.26%, but recorded a net profit attributable to shareholders of -43.74 million yuan [1] Group 1: Financial Performance - The company achieved an operating income of 311.90 million yuan, which is a 6.26% increase compared to the previous year [1] - The net profit attributable to the parent company was -43.74 million yuan during the reporting period [1] Group 2: Strategic Focus - The company implemented a strategy focused on "industry concentration, delivery enhancement, and organizational upgrade" to continuously improve product competitiveness and delivery capabilities [1] - Efforts were made to enhance brand influence and improve sales system construction while maintaining a high level of investment [1] Group 3: Cost and Investment Factors - The fluctuation in profit levels was influenced by several factors, including increased R&D investment and market layout, leading to higher R&D and sales expenses [1] - Changes in sales structure resulted in a year-on-year increase in operating costs [1] - The lengthening of settlement and payment cycles for some clients led to a significant increase in bad debt provisions for accounts receivable [1]

Core Viewpoint - Shengbang Security (688651.SH) reported a revenue of 3,118.96 million yuan for the fiscal year 2025, reflecting a year-on-year growth of 6.26%, but recorded a net profit attributable to shareholders of the parent company at -437.41 million yuan [1] Group 1: Financial Performance - The company achieved an operating income of 3,118.96 million yuan, which is a 6.26% increase compared to the previous year [1] - The net profit attributable to the parent company's shareholders was -437.41 million yuan during the reporting period [1] Group 2: Strategic Initiatives - The company executed a strategy focused on "industry concentration, delivery enhancement, and organizational upgrade" to continuously improve product competitiveness and delivery capabilities [1] - Efforts were made to enhance brand influence and improve sales system construction while maintaining a high level of investment [1] Group 3: Cost and Expense Factors - The fluctuation in profit levels was influenced by several factors, including increased R&D investment and market layout, leading to higher R&D and sales expenses [1] - Changes in sales structure resulted in a year-on-year increase in operating costs [1] - The lengthening of settlement and payment cycles for some clients led to a significant increase in accounts receivable bad debt provisions [1]

Group 1 - The company Shengbang Security reported its 2025 annual performance, with operating revenue of approximately 312 million yuan, representing a year-on-year increase of 6.26% [1] - The net profit attributable to shareholders of the listed company was a loss of 43.74 million yuan, with basic earnings per share showing a loss of 0.58 yuan [1] Group 2 - In February, China's AI usage surpassed that of the United States for the first time, with four major models ranking among the top five globally, indicating an exponential growth in domestic computing power demand [1]

Financial Performance - The company achieved total operating revenue of RMB 31,189.58 million, a year-on-year increase of 6.26%[3] - The net profit attributable to the parent company was RMB -4,374.14 million, a significant decrease compared to RMB 162.85 million in the same period last year, representing a change of -2,785.99%[3] - The total assets at the end of the reporting period were RMB 111,327.71 million, a decrease of 5.81% from the beginning of the period[3] - The equity attributable to the parent company decreased by 4.31% to RMB 93,934.17 million compared to the beginning of the period[3] - Basic earnings per share were RMB -0.58, a decrease of 3,000% from RMB 0.02 in the previous year[3] - The company reported a weighted average return on net assets of -4.56%, a decrease of 4.72 percentage points from the previous year[3] Operational Strategy - The company focused on "focusing on the industry, enhancing delivery, and upgrading the organization" to improve product competitiveness and delivery capabilities[5] - Increased R&D and sales expenses contributed to the significant changes in operating profit and net profit attributable to the parent company[5] - The company experienced an increase in operating costs due to changes in sales structure and longer customer payment cycles, leading to higher bad debt provisions[5] Financial Reporting - The financial data presented is preliminary and unaudited, with investors advised to pay attention to investment risks[6]

Group 1 - The core viewpoint of the article is that Shengbang Security reported its 2025 annual performance, showing a mixed financial outcome with revenue growth but significant losses in net profit [1] Group 2 - The company achieved an operating income of 312 million yuan, representing a year-on-year increase of 6.26% [1] - The net profit attributable to shareholders of the listed company was -43.74 million yuan, a year-on-year decrease of 2785.99% [1] - The basic earnings per share were -0.58 yuan, reflecting a year-on-year decrease of 3000.00% [1]

Core Viewpoint - The company reported a total operating revenue of 312 million yuan for the fiscal year 2025, reflecting a year-on-year growth of 6.26%. However, it incurred a net loss of 43.74 million yuan, compared to a net profit of 1.63 million yuan in the same period last year [1]. Group 1: Financial Performance - The total operating revenue for 2025 was 312 million yuan, marking a 6.26% increase year-on-year [1]. - The net profit for the period was a loss of 43.74 million yuan, contrasting with a net profit of 1.63 million yuan in the previous year [1]. Group 2: Strategic Initiatives - The company implemented a strategy focused on "industry concentration, delivery enhancement, and organizational upgrade" to improve product competitiveness and delivery capabilities [1]. - There was a continued high level of investment aimed at enhancing brand influence and improving sales system construction [1]. Group 3: Cost and Expense Factors - The significant fluctuation in profit levels was influenced by multiple factors, including increased R&D investment and market layout, leading to higher R&D and sales expenses [1]. - Changes in sales structure resulted in a year-on-year increase in operating costs [1]. - The lengthening of customer settlement and payment cycles led to a substantial increase in bad debt provisions for accounts receivable [1].

Core Viewpoint - The article highlights a significant breakthrough in scalable quantum network research by the team led by Academician Pan Jianwei from the University of Science and Technology of China, marking a transition from theoretical concepts to practical possibilities in quantum communication and expanding China's international leadership in this field [1][2]. Group 1: Breakthroughs in Quantum Technology - The research team has constructed the basic module for a scalable quantum relay, enabling long-distance quantum networks to become a reality [2][3]. - The team achieved high-fidelity entanglement between single-atom nodes over long distances and successfully extended the transmission distance of device-independent quantum key distribution (DI-QKD) beyond 100 kilometers [2][4]. - These advancements are seen as a milestone following the "Mozi" quantum satellite, further solidifying China's position in quantum communication and networking [2][3]. Group 2: Market Response and Investment Opportunities - Following the announcement, several quantum technology stocks surged in the A-share market, with notable increases in companies like Longfly Fiber, Geer Software, and Hengtong Optic-Electric [1][5]. - The quantum computing market is projected to grow from $800 million in 2021 to $50.37 billion by 2024, with an expected CAGR of 87.64% reaching approximately $219.98 billion by 2030 [5]. - The article emphasizes that quantum computing could address the increasing demand for computational power in the AI era, providing a new paradigm for computational supply [5]. Group 3: Quantum Computing Industry Chain - The upstream of the quantum computing industry chain includes dilution refrigerators, measurement and control systems, and quantum chips, which collectively account for about 86% of the core segments [6]. - Domestic companies are accelerating innovation and domestic substitution in response to strict regulations on high-end measurement and control equipment in Europe and the U.S. [6]. - The article notes that the application market for quantum computing in fields such as financial risk control, biomedicine, and chemical material design is expected to exceed $100 billion in the next decade [6].

Group 1 - The company expects to achieve an operating revenue of between 29.5 million and 32 million yuan for the year 2025, representing a year-on-year increase of 0.50% to 9.02% [3] - The projected net profit attributable to the parent company is expected to be between -50 million and -35 million yuan, indicating a decrease of 51.63 million to 36.63 million yuan compared to the previous year [3] - The net profit attributable to the parent company, excluding non-recurring gains and losses, is expected to be between -58 million and -43 million yuan, a decrease of 50.79 million to 35.79 million yuan year-on-year [3] Group 2 - In the same period last year, the total profit was -4.0054 million yuan, with a net profit attributable to the parent company of 1.6285 million yuan, and a net profit excluding non-recurring gains and losses of -7.2069 million yuan [5] - The earnings per share for the previous year was 0.02 yuan [6] Group 3 - The company is implementing a strategy focused on key industries and strategic regions, aiming to enhance product competitiveness, delivery capabilities, brand influence, and sales system construction, which has led to increased investment [7] - The profit level during the reporting period was affected by several factors, including increased R&D and marketing expenses, changes in sales structure leading to higher operating costs, and longer customer settlement and payment cycles resulting in increased bad debt provisions [8]