Core Insights - Multiple cybersecurity companies are actively investing in AI technology development, enhancing their product capabilities and operational efficiency [1][2][3] - The integration of AI in cybersecurity is seen as a double-edged sword, presenting both new security risks and opportunities for improved efficiency [1][4] Group 1: Company Developments - Green Alliance Technology plans to launch AI security products, including an AI security integrated machine and a large model security assessment system [1] - North Trust has developed an AI capability platform that integrates large models and development tools, with applications delivered in finance and energy sectors [1][2] - Deepin Technology has incorporated large model technology into its cybersecurity products, including a security GPT and AI firewall, with plans for further investment in AI R&D [2] - Ant Group has released innovative products that combine cybersecurity and AI technology, including a trusted connection framework for smart glasses [2] - Starry Sky Technology's AI model has been applied in security operations and threat detection, significantly enhancing product capabilities [3] - AsiaInfo reported significant growth in AI model applications and deliveries in the first half of the year, focusing on AI model applications, 5G private networks, and intelligent operations [3] Group 2: Industry Trends and Challenges - Gartner's report indicates a shift in focus towards securing AI systems in cybersecurity, with expectations that 60% of large Chinese enterprises will adopt exposure management technology by 2027 [4] - The need for companies to be aware of risks associated with AI model applications, such as prompt injection and model manipulation, is emphasized [4][5] - The importance of supply chain security in AI applications is highlighted, with calls for enhanced version vulnerability management and code security audits [5] - The rapid adoption of AI models is expected to create significant security risks, necessitating a dynamic defense system and cross-departmental collaboration [5][6] Group 3: Recommendations for AI Security - Experts suggest mandatory registration for AI models to identify risks early and ensure comprehensive understanding of their security and usability [6] - Companies are encouraged to conduct compliance assessments and deploy specialized protections, such as AI security barriers, to defend against new types of attacks [6] - Establishing trust through security measures is seen as essential for promoting data flow and maximizing the value of AI applications across various industries [6]

Core Insights - Multiple cybersecurity companies are actively investing in AI technology development, leading to innovative products and solutions in the cybersecurity sector [1][2][3] - The integration of AI in cybersecurity is seen as a double-edged sword, presenting both new security risks and opportunities for efficiency and product enhancement [1][3] Group 1: Company Developments - Green Alliance Technology plans to launch a series of AI security products aimed at protecting large models, including an AI security integrated machine and an AI security fence [1] - North Trust has developed an AI capability platform that integrates large models and tools, which has been deployed in sectors like finance and energy [1][2] - Deepin Technology has incorporated large model technology into its cybersecurity products, including a security GPT and AI firewall, and plans to increase R&D investment in AI [2] - Ant Group has introduced innovative products that merge cybersecurity with AI technology, including a trusted connection framework for smart glasses [2] - Starry Sky Technology's AI model has been applied in security operations and threat detection, enhancing product capabilities and service efficiency [3] - AsiaInfo reported significant growth in AI model applications and deliveries in the first half of the year, focusing on AI model applications, 5G private networks, and intelligent operations as growth engines [3] Group 2: Industry Trends and Challenges - According to Gartner, the focus of cybersecurity in China is shifting towards ensuring the safety of AI, with expectations that by 2027, 60% of large enterprises will adopt exposure management technologies [3][4] - The risks associated with AI model applications include prompt injection and model manipulation, which require careful monitoring and preventive measures [3][4] - The importance of supply chain security in AI applications is emphasized, as vulnerabilities and configuration errors can lead to significant data leaks [4] - The rapid adoption of AI models is likened to the early days of website proliferation, but it also brings a surge in security risks due to the extensive permissions these models may have [4][5] Group 3: Recommendations for AI Security - Experts suggest mandatory registration for AI models to identify risks early and enhance user understanding of their safety and usability [5] - Companies are encouraged to build protective systems for AI applications, including compliance assessments and the deployment of AI security technologies [5] - Establishing trust through security measures is seen as essential for promoting data flow and maximizing the value of AI across various industries [5]

Group 1 - The company has not participated in the supply chain of the Ascend 384 super node [1] - The company has jointly released an intelligent computing integrated machine (Ascend version) with Huawei [1]

Group 1 - The company has not participated in the supply chain of Huawei's Ascend 384 super node [1] - The company has jointly released an intelligent computing integrated machine (Ascend version) with Huawei [1]

Group 1 - The core viewpoint of the news is that Tianrongxin's stock has shown significant performance, with a year-to-date increase of 58.63% and a recent market capitalization of 12.03 billion yuan [1] - As of June 30, 2025, Tianrongxin reported a revenue of 826 million yuan, a year-on-year decrease of 5.38%, while the net profit attributable to shareholders was -64.69 million yuan, an increase of 68.56% year-on-year [2] - The company has a strong focus on network security, which constitutes 86.98% of its main business revenue, with other segments including intelligent computing cloud and miscellaneous services [1] Group 2 - Tianrongxin has seen a reduction in the number of shareholders, with 74,100 shareholders as of June 30, 2025, a decrease of 7.13% from the previous period [2] - The company has distributed a total of 456 million yuan in dividends since its A-share listing, with 44.2 million yuan distributed in the last three years [3] - Institutional holdings have increased, with Hong Kong Central Clearing Limited being the sixth-largest shareholder, holding 17.74 million shares, an increase of 4.06 million shares from the previous period [3]

Core Viewpoint - Tianrongxin is actively engaging with investors regarding its collaboration with Huawei and the development of its intelligent computing cloud business, highlighting significant growth and future potential in these areas [1][3]. Group 1: Investor Relations Activity - The investor activity was part of the "2025 Guangdong District Investor Online Reception Day" held on September 19, 2025, via the "Panorama Roadshow" website [2]. - Key personnel from the company included Chairman and General Manager Li Xueying, and other executives [2]. Group 2: Collaboration with Huawei and Business Growth - Since launching its cloud computing products in 2019, Tianrongxin's cloud computing business has experienced a compound annual growth rate (CAGR) of 44.76%, with this segment accounting for 9.06% of total revenue in 2024 [3]. - The company launched the intelligent computing integrated machine in February 2025, upgrading its cloud computing business to intelligent computing cloud, with nearly 100 million yuan in business opportunities [3]. - Recent collaboration with Huawei has led to the release of intelligent computing integrated machine models based on the Kunpeng + Ascend architecture, currently generating revenue in the million-level range [3]. Group 3: Market Trends and Future Outlook - The intelligent computing cloud accounted for 12.40% of overall business in the first half of 2025, a year-on-year increase of 3% [3]. - The AI and security market is projected to grow significantly, with IDC forecasting the Chinese security intelligent body market to reach $1.6 billion by 2028, with a CAGR exceeding 230% [3]. - The network security industry is expected to see a market size of $17.1 billion by 2028, with a CAGR of 9.2% [3]. Group 4: International Expansion and Industry Positioning - Tianrongxin is expanding its international business, participating in digital infrastructure security construction along the "Belt and Road" initiative [3]. - The company is focusing on the automotive internet security sector, collaborating with major enterprises like BAIC and GAC to implement relevant solutions [3]. - The company has seen improvements in gross margin and net margin, with a year-on-year increase of 4.1 percentage points and 15.73 percentage points, respectively, in the first half of the year [3].

Core Viewpoint - Tianrongxin (002212.SZ) is actively expanding its offerings in the intelligent computing sector, focusing on the development and deployment of integrated computing machines and cloud platforms to meet the growing domestic demand for intelligent cloud solutions [1] Group 1: Product Development - In February 2025, the company plans to launch its integrated intelligent computing machine, having already released the intelligent computing cloud platform and 17 models of integrated machines catering to various performance needs [1] - The integrated machines are designed to provide full-stack cloud capabilities for clients in government, finance, and telecommunications sectors [1] Group 2: Market Application - Tianrongxin's intelligent computing cloud has been successfully implemented in various fields, including government services, education, and healthcare, with current business opportunities nearing 100 million [1] Group 3: Strategic Partnerships - Recently, the company partnered with Huawei to launch a new model of integrated intelligent computing machine based on the Kunpeng and Ascend architecture, addressing the domestic demand for intelligent cloud construction [1] - The revenue from this collaboration is currently at a million-level, representing a small proportion of the overall revenue [1]

证券代码：002212 证券简称：天融信 天融信科技集团股份有限公司 投资者关系活动记录表 编号：2025-004 投资者关系活 动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 √其他（2025 年广东辖区投资者网上集体接待日活动） 参与单位名称 及人员姓名 通过"全景路演"网站（https://rs.p5w.net）参与 2025 年广东辖区投 资者网上集体接待日活动的投资者。 因本次投资者网上集体接待日活动采取网络远程的方式举行，参会 者无法签署调研承诺函。但在交流活动中，我公司严格遵守相关规定，保 证信息披露真实、准确、及时、公平，没有发生未公开重大信息泄露等情 况。 时间 2025 年 09 月 19 日 15:30-17:00 地点 "全景路演"网站（https://rs.p5w.net） 形式 网络远程方式 上市公司 接待人员姓名 李雪莹：董事长、总经理 孔继阳：董事、副总经理、财务负责人 吴亚飚：董事、副总经理 彭韶敏：副总经理、董事会秘书 1 1、随着 AI 发展，云业务重要性越来越高，公司云业务发展怎样？ 和华为合作进展怎样？ 答：公司自 ...

Core Viewpoint - Tianrongxin (002212) experienced a decline in stock price, closing at 9.9 yuan on September 18, 2025, with a drop of 2.27% and a trading volume of 980,600 shares, amounting to a transaction value of 990 million yuan [1]. Group 1: Company Performance - The stock price of Tianrongxin closed at 9.9 yuan, reflecting a decrease of 2.27% [1]. - The trading volume was 980,600 shares, with a total transaction value of 990 million yuan [1]. - The turnover rate was reported at 8.4% [1]. Group 2: Investor Inquiries - The company is involved in digital currency payment security and has participated in key infrastructure security projects for multiple financial industry clients, providing cybersecurity, data security, and intelligent cloud solutions [1]. - The company has not provided products or services to ByteDance as of the latest inquiry [1]. Group 3: Market Activity - On September 18, the main funds experienced a net outflow of 92.25 million yuan, indicating significant withdrawal by major investors [2]. - Retail investors showed a net inflow of 87.37 million yuan, while speculative funds had a net inflow of 4.879 million yuan [2].

Group 1 - The company Tianrongxin (002212) has not yet provided products and services to ByteDance as of September 18 [1] - The company offers network security products and solutions to its clients [1]