Investment Rating - The report maintains a "Positive" investment rating for the industry [7]. Core Insights - The computer sector saw a significant increase of 3.02% last week, ranking 7th among major industries, with a trading volume accounting for 10.43% of the total market [2][4]. - The report highlights the growing interest in stablecoins and related technologies, particularly in the context of recent regulatory developments in Hong Kong [6][26]. - The launch of xAI's Grok-4, which includes advanced AI capabilities, is expected to drive further innovation in the sector [19][20]. Summary by Sections Market Performance - The overall market continued its upward trend, with the Shanghai Composite Index surpassing the 3500-point mark, closing at 3510.18 points, reflecting a 1.09% increase [12]. - The computer sector's performance was notably strong, with a 3.02% rise, contributing significantly to the overall market dynamics [12]. Key Developments - The report emphasizes the importance of cryptography in the blockchain ecosystem, particularly as stablecoins gain traction [6][32]. - The implementation of the stablecoin regulations in Hong Kong is anticipated to accelerate the development of the stablecoin market, with major companies like JD.com and Ant Group actively participating [6][26]. Recommendations - The report suggests focusing on companies with strong cryptographic technology reserves and relevant qualifications, especially those linked to the financial industry [6][42]. - It also highlights the potential for investment opportunities in firms that possess the necessary licenses and technological capabilities in blockchain and cryptography [30][42].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002212 证券简称：天融信 公告编号：2025-037 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 （一）业绩预告期间 2025年1月1日至2025年6月30日 公司继续推进提质增效战略，报告期实现大幅减亏。 1、公司始终坚持技术创新的发展战略，持续完善产品体系与解决方案，不断提升核心竞争力；同时， 进一步加强市场营销工作，优化营销布局，增强市场渗透力。在复杂的市场环境下，第二季度单季营业 收入同比增长超8%。 2、公司充分发挥自身核心竞争优势，积极优化市场竞争策略，强化项目筛选机制，收入质量持续提 升，报告期毛利率同比增长超过4个百分点。 3、公司持续深化内部管理，不断强化费用管控力度，在保证运营效率的同时，有效控制成本支出。报 告期内，销售费用、研发费用及管理费用三项费用均实现同比下降，三项费用总额同比减少超过13%。 四、风险提示 公司本次业绩预告是根据公司财务部初步核算得出，具体财务数据将在本公司2025年半年度报告中详细 披露。敬请广大投资者审慎决策，注意投资风 ...

Core Viewpoint - Tianrongxin Technology Group Co., Ltd. (hereinafter referred to as "the company") expects significant growth in its financial performance for the first half of 2025, with projected revenue between 800 million to 850 million yuan and a net profit increase of 65.98% to 70.84% year-on-year [2] Financial Performance - The company anticipates a revenue increase of over 8% year-on-year for the second quarter [2] - The gross profit margin has improved by over 4 percentage points compared to the previous year [2] - Total expenses for sales, research and development, and management have decreased by over 13% year-on-year [2] Strategic Initiatives - The company is deepening its "AI + Security" strategy to capture the market for large model application security [2][3] - A significant upgrade to the Tianwen large model has been implemented, enhancing its intelligent defense capabilities [2] - The company has launched a comprehensive security protection framework for large models, covering the entire lifecycle of large model applications [3] Market Positioning - The company aims to become a leading provider of cybersecurity and intelligent computing cloud solutions in China over the next decade [3] - A partnership with Huawei has been established to develop an intelligent computing integrated machine based on the Kunpeng architecture [3] - The company has signed and is expected to sign orders exceeding 20 million yuan for the intelligent computing integrated machine, with annual sales projected to exceed 100 million yuan [4]

Core Viewpoint - Tianrongxin, a leading cybersecurity company, is expected to significantly reduce its losses in the first half of 2025, with projected revenues of 800 million to 850 million yuan and a net loss of 60 million to 70 million yuan, indicating a strong improvement in profitability [1] Group 1: Financial Performance - The company anticipates a year-on-year revenue growth of over 8% in the second quarter, suggesting it may have achieved profitability during this period [1] - Tianrongxin's gross margin has increased by over 4 percentage points year-on-year, while total sales, R&D, and management expenses have decreased by 13% compared to the previous year [1] Group 2: Strategic Initiatives - The company is advancing its "AI + Security" strategy, with significant upgrades to its Tianwen large model, transitioning from "rule-driven" to "intelligent decision-making" for cybersecurity defense [1] - Tianrongxin has successfully passed tests for its large model security gateway, receiving the first "Large Model Security Protection Fence Product Certification (Enhanced Level)" from the Ministry of Public Security [1] Group 3: Future Goals and Collaborations - The company's strategic goal for the next decade is to become a leading provider of cybersecurity and intelligent computing cloud solutions in China [2] - In March, Tianrongxin began a comprehensive partnership with Huawei to develop an intelligent computing integrated machine based on the Kunpeng architecture, aiming to support the digital transformation of critical industries in China [2] - The intelligent computing integrated machine is expected to generate over 100 million yuan in sales this year, with future cloud computing business goals targeting at least half the output of the security segment over the next 3-5 years [2] Group 4: Technological Developments - Tianrongxin is involved in research and application of technologies related to stablecoins, blockchain, zero trust, privacy computing, and commercial cryptography [2] - The company is participating in key infrastructure security projects for digital currency and cross-border payment in the financial industry [2]

证券代码：002212 证券简称：天融信 公告编号：2025-037 天融信科技集团股份有限公司 2025年半年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日 （二）业绩预告情况 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股东 的净利润 | 亏损：6,000万元至7,000万元 | 亏损：20,576.55万元 | | | 比上年同期增长：65.98%至70.84% | | | 扣除非经常性损益后 的净利润 | 亏损：7,200万元至8,200万元 | 亏损：21,615.66万元 | | | 比上年同期增长：62.06%至66.69% | | | 基本每股收益 | 亏损：0.05元/股至0.07元/股 | 亏损：0.18元/股 | | 营业收入 | 80,000万元至85,000万元 | 87,323.12万元 | 二、与会计师事务所沟通情况 本次业绩预告的相关财务数据未经会计师事务所 ...

Core Viewpoint - Tianrongxin (002212.SZ) expects a net loss of 60 million to 70 million yuan for the first half of 2025, representing a year-on-year reduction in losses by 65.98% to 70.84% [1] Financial Performance - The company is implementing a quality improvement and efficiency enhancement strategy, leading to a significant reduction in losses [1] - Revenue in the second quarter increased by over 8% year-on-year [1] - Gross margin improved by more than 4 percentage points compared to the previous year [1] Cost Management - The company has optimized its competitive strategy to enhance revenue quality [1] - Sales, research and development, and management expenses decreased by over 13% year-on-year [1]

天融信科技集团股份有限公司第七届董事会提名委员会 关于独立董事候选人任职资格的审查意见 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《上市公 司独立董事管理办法》（以下简称"《管理办法》"）、《深圳证券交易所股 票上市规则》（以下简称"《股票上市规则》"）、《深圳证券交易所上市公 司自律监管指引第 1 号——主板上市公司规范运作》（以下简称"《规范运作 指引》"）和《天融信科技集团股份有限公司章程》（以下简称"公司章程"） 的相关规定，我们作为天融信科技集团股份有限公司（以下简称"公司"）的 第七届董事会提名委员会成员，现就公司第七届董事会独立董事候选人刘伟先 生的任职资格发表审查意见如下： 经审核独立董事候选人的相关资料，我们认为： 作指引》规定的担任上市公司董事、独立董事的任职条件、任职资格，符合相 关法律法规规定的独立性等条件要求。 符合公司独立董事任职要求，候选人不存在《公司法》《管理办法》《规范运 作指引》等法律法规和公司章程中规定的不得担任董事、独立董事的情形，不 存在被中国证监会确定为市场禁入者且尚未解除的情况，不存在重大失信等不 良记录，也未曾受到中国证监会和证券交易场所的处罚和惩 ...

根据《中华人民共和国公司法》（以下简称"《公司法》"）、《上市公 司独立董事管理办法》（以下简称"《管理办法》"）、《深圳证券交易所股 票上市规则》（以下简称"《股票上市规则》"）、《深圳证券交易所上市公 司自律监管指引第 1 号——主板上市公司规范运作》（以下简称"《规范运作 指引》"）和《天融信科技集团股份有限公司章程》（以下简称"公司章程"） 的相关规定，我们作为天融信科技集团股份有限公司（以下简称"公司"）的 第七届董事会提名委员会成员，现就公司第七届董事会独立董事候选人刘伟先 生的任职资格发表审查意见如下： 经审核独立董事候选人的相关资料，我们认为： 天融信科技集团股份有限公司第七届董事会提名委员会 1、独立董事候选人刘伟先生具备《管理办法》《股票上市规则》《规范运 作指引》规定的担任上市公司董事、独立董事的任职条件、任职资格，符合相 关法律法规规定的独立性等条件要求。 关于独立董事候选人任职资格的审查意见 2、独立董事候选人刘伟先生的任职资格、教育背景、工作经历、业务能力 符合公司独立董事任职要求，候选人不存在《公司法》《管理办法》《规范运 作指引》等法律法规和公司章程中规定的不得担任董事、独立董 ...

如否，请详细说明：______________________________ 一、被提名人已经通过天融信科技集团股份有限公司第七届董事会提名委 员会资格审查，提名人与被提名人不存在利害关系或者其他可能影响独立履职 情形的密切关系。 是 □否 证券代码：002212 证券简称：天融信 公告编号：2025-033 天融信科技集团股份有限公司 独立董事提名人声明与承诺 提名人天融信科技集团股份有限公司第七届董事会现就提名刘伟先生为天 融信科技集团股份有限公司第七届董事会独立董事候选人发表公开声明。被提 名人已书面同意作为天融信科技集团股份有限公司第七届董事会独立董事候选 人（参见该独立董事候选人声明）。本次提名是在充分了解被提名人职业、学 历、职称、详细的工作经历、全部兼职、有无重大失信等不良记录等情况后作 出的，本提名人认为被提名人符合相关法律、行政法规、部门规章、规范性文 件和深圳证券交易所业务规则对独立董事候选人任职资格及独立性的要求，具 体声明并承诺如下事项： 二、被提名人不存在《中华人民共和国公司法》第一百七十八条等规定不 得担任公司董事的情形。 是 □否 如否，请详细说明：______________ ...

关于调整公司"奋斗者"第二期员工持股计划受让价格的公告 证券代码：002212 证券简称：天融信 公告编号：2025-035 天融信科技集团股份有限公司 天融信科技集团股份有限公司（以下简称"公司"）根据《"奋斗者"第二期员工 持股计划》的相关规定及公司股东会的授权，于 2025 年 7 月 7 日召开第七届董事会第 二十四次会议，审议通过了《关于调整公司"奋斗者"第二期员工持股计划受让价格的 议案》。现将有关事项说明如下： 一、已履行的决策程序和信息披露情况 1、2025 年 5 月 8 日，公司第七届董事会第二十二次会议审议通过了《关于公司< "奋斗者"第二期员工持股计划（草案）>及其摘要的议案》《关于制定公司<"奋斗者" 第二期员工持股计划管理办法>的议案》《关于提请股东会授权董事会办理员工持股相 关事宜的议案》《关于召开 2025 年第二次临时股东会的议案》，公司第七届监事会第十 四次会议审议通过了相关议案。公司董事会薪酬与考核委员会对员工持股计划是否有 利于公司的持续发展及是否损害公司利益及中小股东合法权益等事项进行了核实并出 具审核意见。2025 年 5 月 20 日，北京金诚同达律师事务所就"奋 ...