Group 1 - The company has confidence in achieving rapid growth in the commercial aerospace sector, supported by existing technological reserves and strategic layout in aerospace safety [2] - The construction of infrastructure related to commercial aerospace is expected to create more market opportunities for the company [2] - Currently, the revenue contribution from the commercial aerospace safety business is still relatively small, indicating potential for future growth [2] Group 2 - The company plans to continue expanding its research and application of new technologies and scenarios in the commercial aerospace field [2] - The company aims to provide comprehensive satellite internet security products and solutions to its clients [2]

证券日报网讯 1月16日，天融信在互动平台回答投资者提问时表示，公司暂未与卫星遥感方面公司合作 研发，公司已推出卫星应用服务平台、卫星遥感系统等网络安全解决方案，在国内和"一带一路"沿线多 个国家落地实践。 （文章来源：证券日报） ...

格隆汇1月16日丨天融信(002212.SZ)在互动平台表示，公司暂未与卫星遥感方面公司合作研发，公司已 推出卫星应用服务平台、卫星遥感系统等网络安全解决方案，在国内和"一带一路"沿线多个国家落地实 践。 ...

天融信 20260115 摘要 超融合系统集成网络、计算、存储与安全，桌面云涵盖多种场景，企业 云提供统一管理平台，兼容多种云方案。天融信自 2025 年起推出智算 云平台和智算一体机，满足大模型建设及私有化部署需求。 IDC 预测未来五年软件定义存储和超融合系统市场复合增长率为 9.2%，到 2029 年市场规模预计达 33 亿美元。2024 年市场规模预计 150 亿元左右，复合增长率约 12%，市场持续增长。 VMware 调整产品策略，终止永久许可、限制合作、停止销售部分产品， 导致用户额外投入增加、架构灵活性下降、适配难度增加、关键功能失 效、业务连续性受影响、技术服务能力下降。 天融信在 CPU 类型、操作系统兼容性、分布式存储可靠性、灵活性和开 放性方面优于 VMware，并结合网络安全优势，提供全面安全保障。已 与国内 60 多家厂商完成适配，获 586 张兼容性证书，提供快速响应服 务。 天融信采取三步走方案简化 VMware 国产替代：先建立基于天融信超融 合系统的数据中心进行数据备份或非核心业务运行，逐步扩大使用范围， 最终实现全面替换。 Q&A 在技术架构上，天融信支持更多类型的 CP ...

Group 1 - The company is focusing on the space computing sector and has existing technological reserves in satellite internet security [2] - The company has launched a satellite application service platform and satellite remote sensing system as part of its cybersecurity solutions, which have been implemented in multiple countries along the "Belt and Road" initiative [2] - The company is investing in the intelligent computing cloud sector, introducing products such as the intelligent computing cloud platform and integrated computing machine to provide high-performance and secure integrated infrastructure solutions for clients [2]

Global Firewall Market Overview - The global firewall market is projected to grow from $6.924 billion in 2016 to $22.415 billion by 2024, with a peak growth rate of 30.03% in 2021 due to increased demand for cybersecurity solutions amid the pandemic [1] - The surge in demand is attributed to the need for businesses to upgrade or acquire firewall devices to protect against cyber threats and secure internal data [1] Next-Generation Firewall Market Outlook - The global next-generation firewall market is expected to grow from $18.1 billion in 2024 to $21.8 billion by 2028, indicating a positive growth trend [2] - The U.S. market for next-generation firewalls, which is the largest globally, is projected to increase from $7.3 billion in 2024 to $9 billion by 2028, representing 40.3% of the global market share [5] Importance of Firewalls in Cybersecurity - Firewalls are considered a fundamental necessity in network security, serving as the first line of defense for end-users [6] - According to IDC's 2024 global survey, 53.4% of customers believe that hardware firewall products will account for more than half of their overall security solutions by 2030 [6][8] Future Growth Projections - The global firewall market is anticipated to have a compound annual growth rate (CAGR) of 10.41% from 2025 to 2030, with the market size expected to reach approximately $23.8 billion in 2025 and $39 billion by 2030 [9]

（文章来源：证券日报） 证券日报网讯 1月13日，天融信在互动平台回答投资者提问时表示，公司在商业航天、卫星遥感和空天 算力等相关领域有技术储备和布局，目前已有相关的项目订单，占营收的比例还较小。 ...

Group 1 - The core viewpoint of the article is that Tianrongxin (002212) has made significant advancements in its cloud computing business, transitioning to intelligent computing cloud by 2025 [1] - The company officially launched its cloud computing products in 2019, indicating a strategic move towards modern technology solutions [1] - In the intelligent computing cloud sector, the company has released a series of products, including the intelligent computing cloud platform and integrated intelligent computing machines, aimed at providing high-performance and secure infrastructure solutions for clients [1]

证券日报网讯 1月12日，天融信在互动平台回答投资者提问时表示，天融信智算云已在政务、教育、医 疗卫生、科研等领域落地应用。黄金智算云是依托天融信智算云为某黄金专业科研机构建设的全栈国产 化智算云。天融信智算云可应用于算力租赁场景。 （编辑 王雪儿） ...

Group 1 - The company, Tianrongxin, has increased its technological reserves and layout in the fields of digital currency and cross-border payment security since 2020 [1] - The company offers products and solutions in network security, data security, and intelligent cloud computing [1] - Currently, the related software orders represent a small proportion of the company's revenue [1]