Group 1 - The stock price of Tianrongxin closed at 8.22 yuan on August 7, 2025, down by 0.12 yuan, a decrease of 1.44% from the previous trading day [1] - The trading volume on that day was 310,225 hands, with a transaction amount of 255 million yuan [1] - Tianrongxin specializes in the field of cybersecurity, focusing on the research, sales, and services of cybersecurity products, including firewalls, situational awareness, and endpoint security [1] Group 2 - The company recently disclosed a collaboration with Huawei to launch the Tianrongxin Intelligent Computing Integrated Machine (Ascend version), which is powered by Huawei's Ascend AI chip [1] - The Tianrongxin Kunlun Xinchang product series, based on Huawei's Kunpeng architecture, includes 15 categories and 27 products such as firewalls, situational awareness, and hyper-convergence, all equipped with Huawei's Kunpeng processor chip [1] Group 3 - On August 7, the net outflow of main funds was 31.84 million yuan, accounting for 0.33% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 7.48 million yuan, representing 0.08% of the circulating market value [1]

Core Viewpoint - The company Tianrongxin (002212) has collaborated with Huawei to launch the Tianrongxin Intelligent Computing Integrated Machine (Ascend Version), which utilizes Huawei's Ascend AI chip for computational support [1] Group 1: Product Offerings - The Tianrongxin Kunlun. Xinchang product series includes 15 categories and 27 models, featuring products such as firewalls, situational awareness, hyper-convergence, desktop cloud, and endpoint threat defense [1] - All products in the Kunlun series are equipped with Huawei's Kunpeng processor chips, addressing diverse customer needs in the fields of network security and intelligent computing cloud [1]

人民财讯8月6日电，据天融信消息，近日，全资子公司北京天融信网络安全技术有限公司与信通数智量 子科技有限公司（简称"信通量子"）签署战略合作备忘录。下一步，双方将推动信通量子的量子安全服 务平台与天融信产品进行深度适配，推进省市移动公司的应用试点，并基于试点经验形成标准化实施方 案，逐步在运营商等行业实现规模化复制落地。 转自：证券时报 ...

Group 1 - The core viewpoint of the article is the strategic partnership between Beijing Tianrongxin Network Security Technology Co., Ltd. and Xintong Zhizhi Quantum Technology Co., Ltd. to enhance collaboration in quantum security services [2] - The memorandum aims to integrate Xintong Quantum's quantum security service platform with Tianrongxin's products for deeper compatibility [2] - The partnership will initiate application trials with provincial and municipal mobile companies, leading to the development of standardized implementation plans based on trial experiences [2] Group 2 - The goal is to gradually replicate and implement the solutions on a larger scale within the telecommunications industry and other sectors [2]

Group 1 - The core point of the article is the strategic cooperation memorandum signed between Beijing Tianrongxin Network Security Technology Co., Ltd. and Xintong Zhizhi Quantum Technology Co., Ltd. to deepen collaboration in quantum security services [1] - The next steps involve adapting Xintong Quantum's quantum security service platform to Tianrongxin's products, aiming for pilot applications in provincial and municipal mobile companies [1] - Based on the pilot experiences, the companies plan to develop standardized implementation plans for large-scale replication in industries such as telecommunications [1]

Core Viewpoint - The military industry is experiencing significant growth, particularly in the informationization sector, driven by recent developments and government support, indicating a potential turning point for orders by 2025 [4][5]. Group 1: Military Industry Performance - On August 4, the military sector showed strong performance, with companies like Hengyu Communication, Xingtun New Science, and Kesi Technology reaching their daily limit increases [4]. - The report highlighted the successful integration of new technologies in military operations, including drone swarm tactics and unmanned combat modes, which were recently showcased [4]. Group 2: Future Outlook - According to Zhongyou Securities, the military industry is expected to see a turning point in orders by 2025, focusing on new technologies that enhance equipment performance and reduce costs [5]. - The concept of "Big Military" is anticipated to bring market growth and valuation expansion, particularly in low-altitude economy and commercial aerospace sectors during the 14th Five-Year Plan [5].

据了解，天融信已形成覆盖主流网络安全产品类别的业内最全信创安全产品体系，即天融信昆仑.信创 网络安全产品体系，型号数量始终保持行业领先优势，目前已经具备了云计算、大数据、工业互联网、 车联网安全、密码应用安全等多个领域的信创能力，在党政、能源、交通、教育、医疗等近30个行业实 现规模化、深度化应用，全面赋能行业数智化转型。 天融信认为，需要建立分层防御体系，筑牢硬件资产安全防线，战略级资产防护是关键。具体来看，从 支撑国家战略安全能力的核心设备，到保障行业运转的关键基础设施，再到渗透日常场景的消费级产 品，不同类型的硬件资产在安全权重、威胁暴露面及防护需求上存在显著分别。该分层防御体系的核心 优势在于更高效的资源分配，能够将更高级别的安全防护和投入集中在战略层，同时保持对外围消费级 资产的普遍覆盖。 分析人士认为，作为国产算力发展的根基，硬件安全的重要性不仅体现在算力领域的自主可控，更延伸 至整个信创产业的安全底座构建。 据人民日报消息，近日，英伟达算力芯片被曝出存在严重安全问题。此前，美议员呼吁要求美出口的先 进芯片必须配备"追踪定位"功能。美人工智能领域专家透露，英伟达算力芯片"追踪定位""远程关闭"技 ...

Group 1 - Beijing Tianrongxin Network Security Technology Co., Ltd. has obtained a patent for "SSLVPN login and data synchronization method, system, and electronic device" with authorization announcement number CN116170378B, applied on December 2022 [1] - Beijing Tianrongxin Network Security Technology Co., Ltd. was established in 1995, located in Beijing, primarily engaged in software and information technology services, with a registered capital of 350 million RMB [1] - The company has invested in 45 enterprises, participated in 5,000 bidding projects, holds 223 trademark records, and has 2,786 patent records, along with 5 administrative licenses [1] Group 2 - Beijing Tianrongxin Technology Co., Ltd. was established in 2003, located in Beijing, primarily engaged in technology promotion and application services, with a registered capital of approximately 75.76 million RMB [1] - The company has invested in 11 enterprises, participated in 489 bidding projects, holds 2 trademark records, and has 2,711 patent records, along with 5 administrative licenses [1] Group 3 - Beijing Tianrongxin Software Co., Ltd. was established in 2012, located in Beijing, primarily engaged in software and information technology services, with a registered capital of 50 million RMB [2] - The company has invested in 1 enterprise, participated in 5 bidding projects, holds 0 trademark records, and has 2,687 patent records, along with 4 administrative licenses [2]

金融界消息 截至2025年8月1日收盘，天融信（002212）报收于8.23元，上涨2.36%，换手率4.47%，成 交量52.17万手，成交金额4.26亿元。 资金流向方面，今日主力资金净流入3061.84万元，占比成交额7.19%。其中，超大单净流入2067.53万 元、占成交额4.85%，大单净流入994.30万元、占成交额2.33%，中单净流出流入1554.20万元、占成交 额3.65%，小单净流出4616.03万元、占成交额10.83%。 天眼查商业履历信息显示，天融信科技集团股份有限公司，成立于1985年，位于汕头市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本117945.3879万人民币，实缴资本29698.29万人民币。 公司法定代表人为李雪莹。 通过天眼查大数据分析，天融信科技集团股份有限公司共对外投资了5家企业，参与招投标项目147次， 专利信息12条，此外企业还拥有行政许可13个。 来源：金融界 天融信最新一期业绩显示，截至2025一季报，公司营业总收入3.36亿元、同比减少20.45%，归属净利润 6838.88万元，同比增长23.43%，扣非净利润7579.90万元， ...

Group 1 - The State Intellectual Property Office of China granted a patent to multiple companies under the name "Code Processing, Business Response Method and Device, Computer Equipment, Storage Medium" with the announcement number CN113986224B, applied for on November 2021 [1] - Hubei Tianrongxin Network Security Technology Co., Ltd. was established in 2000 in Wuhan, focusing on software and information technology services, with a registered capital of 30 million RMB [1] - Beijing Tianrongxin Network Security Technology Co., Ltd. was founded in 1995 in Beijing, also focusing on software and information technology services, with a registered capital of 350 million RMB [1] Group 2 - Beijing Tianrongxin Technology Co., Ltd. was established in 2003 in Beijing, primarily engaged in technology promotion and application services, with a registered capital of approximately 75.76 million RMB [2] - Beijing Tianrongxin Software Co., Ltd. was founded in 2012 in Beijing, focusing on software and information technology services, with a registered capital of 50 million RMB [2] - The companies have participated in numerous bidding projects, with Beijing Tianrongxin Network Security Technology Co., Ltd. involved in 5000 projects and Hubei Tianrongxin Network Security Technology Co., Ltd. in 19 projects [1][2]