天融信 摘要 • 深信服发布深信服安全制榫一体机，结合计算存储、网络安全与智能能力， 内置深赛格与天问大模型，实现本地化部署，为客户提供便捷高效的解决 方案，表明 AI 和超融合对提升网络安全行业效率具有积极作用。 • 中国超融合市场未来五年复合增长率预计可达 5%，远超传统存储领域， 预计到 2028 年市场规模将达到 30 亿美元，与当前最大的单体防火墙市 场规模相当，超融合被视为未来的重要增长点之一。 • Deepfake 在春节期间遭受大规模 DDoS 攻击，导致服务中断，暴露了大 型系统安全架构的脆弱性，凸显了供应链安全、地缘政治因素和用户隐私 保护的重要性，需加强防御措施和应急响应机制。 • 天融信的大模型产品基于 DeepSpeech 升级，通过云端接入和本地化集 成，提升了云端 AI 能力，增强了安全运营中心，并推出了天问安全模型系 统，客户对升级后的产品表现出较高的认可度。 • 大规模私有化部署趋势下，大模型应用广泛，DevSecOps 开源使得私有 化部署更容易，为网络安全公司带来提供私有云解决方案、超融合架构以 及一体机等服务的机会，提高数据处理效率、安全性和灵活性。 Q&A 近年来 A ...

产品以"算力硬件平台+智算平台"为基座，集成DeepSeek大模型，融合"计算、存储、网络、安全、智 能"五大能力，旨在为客户提供高性能、安全可靠的一体化智算中心建设方案。 e公司讯，近日，天融信发布DeepSeek安全智算一体机。 产品支撑核心业务运行、实现DeepSeek开箱即用，提供全流程模型管理、内生安全能力保障模型和业 务安全。 ...

证券代码：002212 证券简称：天融信 公告编号:2025-004 天融信科技集团股份有限公司 关于公司为全资孙公司银行综合授信提供担保总额度的公告 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、担保情况概述 天融信科技集团股份有限公司(以下简称"公司")于2025年2月10日召开第七届董 事会第十九次会议审议通过了《关于公司为全资孙公司银行综合授信提供担保总额度的 议案》，由于经营发展需要，董事会同意公司为全资孙公司北京天融信网络安全技术有 限公司（以下简称"天融信网络"）金额不超过人民币105,000.00万元的银行综合授信 总额度提供不可撤销的连带责任保证，有效期为自公司2025年第一次临时股东会审议通 过之日起12个月。在上述总额度内发生的具体担保事项，授权公司法定代表人或法定代 表人指定的授权代理人办理相关手续,并签署相关法律文件。 根据《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》 的规定，上述关于公司为天融信网络申请银行综合授信提供担保总额度的事项尚需提交 公司2025年第一次临时股东会审议。 | 担保方 | 被担保 ...

天融信科技集团股份有限公司 关于召开 2025 年第一次临时股东会的通知 证券代码：002212 证券简称：天融信 公告编号：2025-005 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。 天融信科技集团股份有限公司（以下简称"公司"或"本公司"）第七届董事会第十九次 会议于 2025 年 2 月 10 日以通讯表决方式召开，会议决定于 2025 年 2 月 26 日召开公司 2025 年第一次临时股东会。 本次股东会采用现场投票与网络投票相结合的方式进行。现将有关事项通知如下： 一、召开会议的基本情况 （一）股东会届次：2025年第一次临时股东会 （二）股东会的召集人：公司董事会 公司于2025年2月10日召开的第七届董事会第十九次会议审议通过了《关于召开2025年第 一次临时股东会的议案》，决定召集本次股东会。 （三）会议召开的合法、合规性：本次股东会的召开符合有关法律、行政法规、部门规 章、规范性文件、深圳证券交易所业务规则和公司章程等的规定。 （四）会议召开的日期与时间： 现场会议时间：2025年2月26日14:30 网络投票时间：2025年2月26 ...

证券代码：002212 证券简称：天融信 公告编号：2025-003 天融信科技集团股份有限公司 第七届董事会第十九次会议决议公告 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、会议召开情况 天融信科技集团股份有限公司（以下简称"公司"）第七届董事会第十九次会议于 2025 年 2 月 10 日以通讯表决方式召开，会议通知于 2025 年 2 月 8 日以直接送达、电子邮件等 方式向全体董事发出，全体董事对会议通知发出时间无异议。公司应出席会议董事 9 名， 实际出席会议董事 9 名。会议由董事长李雪莹女士主持，公司监事及高级管理人员列席了 本次会议。本次会议的召集和召开符合《中华人民共和国公司法》和《天融信科技集团股 份有限公司章程》的有关规定。 二、会议审议情况 （一）以 9 票同意，0 票反对，0 票弃权，审议并通过《关于公司为全资孙公司银行综 合授信提供担保总额度的议案》； 由于经营发展需要，董事会同意公司为全资孙公司北京天融信网络安全技术有限公司 （以下简称"天融信网络"）金额不超过人民币105,000.00万元的银行综合授信总额度提供 不可撤 ...

Investment Rating - The report maintains a "Buy" rating for the company [4][6] Core Views - The company has turned a profit with a forecasted net profit of between 65 million to 90 million yuan for 2024, compared to a loss of approximately 371.4 million yuan in 2023 [1] - The company has successfully implemented a quality improvement and efficiency enhancement strategy, resulting in a decrease in operating expenses and a focus on new business areas [2] - The overall market for downstream industries is improving, with significant contributions from various sectors such as state-owned enterprises and the healthcare industry [3] Summary by Sections Financial Performance - The company expects revenue between 2.7 billion to 2.9 billion yuan for 2024, down from 3.124 billion yuan in 2023, but with a significant recovery in net profit [1][5] - The projected revenues for 2024-2026 are 2.846 billion, 3.185 billion, and 3.567 billion yuan respectively, with net profits expected to be 85 million, 217 million, and 358 million yuan [4][5] Business Strategy - The company has completed the initial layout of new technologies and business directions, particularly in the fields of computing security and industrial internet security [2] - The company is actively providing security solutions for emerging markets such as low-altitude economy and satellite internet security, with ongoing projects in domestic and international markets [2] Market Outlook - The report indicates a positive outlook for the company's target industries, with expected growth in demand despite some short-term challenges in government spending [3] - The company is well-positioned to benefit from ongoing national policies and market recovery, particularly in sectors where it has increased investment [3]

Investment Rating - The investment rating for the company is "Buy" with an expectation of more than 10% return relative to the CSI 300 index over the next six months [7]. Core Views - The company is expected to achieve revenue of 2.7 billion to 2.9 billion yuan in 2024, representing a year-on-year decline of 13.59% to 7.18%. However, it anticipates a net profit attributable to shareholders of 65 million to 90 million yuan, recovering from a loss of 371 million yuan in 2023 [1][2]. - The company has successfully turned losses into profits due to its continuous efforts in improving operational efficiency and cost control, particularly after completing its initial investments in new directions and technologies [2]. - The network security industry is expected to see a recovery in demand driven by digital technology advancements and increasing security threats, with the company expressing confidence in long-term growth prospects [2]. Summary by Sections Financial Performance - In 2023, the company reported a revenue of approximately 3.12 billion yuan, with a net loss of 371 million yuan. For 2024, the projected revenue is 2.8 billion to 2.9 billion yuan, with a net profit forecasted to be between 65 million and 90 million yuan [1][10]. - The company aims for revenue growth in the coming years, with estimates of 2.8 billion yuan in 2024, 3.1 billion yuan in 2025, and 3.4 billion yuan in 2026, alongside a significant recovery in net profit [9][10]. Strategic Initiatives - The company has engaged in strategic partnerships, such as signing a memorandum of understanding with Huawei to develop security applications for the HarmonyOS NEXT, enhancing its position in the domestic operating system ecosystem [3]. - It has achieved recognition in the data security sector, being the only company to be included in all categories of the "2024 China Data Security Enterprise Panorama" [3]. Market Outlook - The report indicates that the network security industry is poised for growth, supported by government policies aimed at stabilizing economic growth and increasing demand from downstream customers [9]. - The company is focusing on enhancing its product offerings in areas such as data security and AI-driven network security solutions, which are expected to contribute to its growth trajectory [3].

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected stock price increase of over 15% compared to the benchmark index [4][6]. Core Insights - The company is expected to achieve operating revenue between 270 million to 290 million yuan for 2024, a decrease from 312.45 million yuan in the previous year. However, it anticipates a significant turnaround in net profit, projecting a profit of 65 million to 90 million yuan compared to a loss of 37.14 million yuan in the previous year [1][4]. - The company has effectively controlled costs, leading to a decrease in operating expenses, particularly in research and development, which has contributed to improved profitability [2][4]. - The company has made significant advancements in artificial intelligence, launching the Tianwen large model and being recognized as a key player in the cybersecurity AI model sector [3][4]. Financial Projections - The adjusted revenue forecasts for 2024-2026 are 2.831 billion, 3.172 billion, and 3.524 billion yuan, respectively. The adjusted net profit forecasts are 77 million, 171 million, and 276 million yuan, respectively, with corresponding EPS of 0.06, 0.15, and 0.23 yuan per share [4][8]. - The report highlights a projected improvement in profitability, with a return on equity (ROE) expected to rise from -3.93% in 2023 to 2.77% by 2026 [8][10].

财联社1月15日电，天融信发布2024年度业绩预告，预计2024年1月1日至12月31日归属于上市公司股东 的净利润盈利6,500万元至9,000万元，上年同期亏损37,139.64万元。 业绩变动主要由于持续推进提质增效战略，收入质量提升，控费有效，期间费用同比下降，研发费用同 比下降。 ...

Financial Performance Expectations - The company expects a net profit attributable to shareholders of between 65 million and 90 million yuan, compared to a loss of 371.3964 million yuan in the same period last year[3]. - The net profit after deducting non-recurring gains and losses is projected to be between 40 million and 60 million yuan, compared to a loss of 417.0233 million yuan last year[3]. - Basic earnings per share are expected to be between 0.06 yuan and 0.08 yuan, recovering from a loss of 0.3265 yuan per share in the previous year[3]. - Revenue is anticipated to be between 2.7 billion and 2.9 billion yuan, down from 3.1244937 billion yuan in the same period last year[3]. - The earnings forecast period is from January 1, 2024, to December 31, 2024[3]. Operational Improvements - The company has implemented a quality improvement and efficiency enhancement strategy, leading to improved revenue quality and a decrease in operating expenses[6]. - Research and development expenses have decreased year-on-year, indicating a completion of preliminary layouts in new directions and technologies[6]. Audit and Investor Guidance - The company has communicated with its auditing firm regarding important matters, and there are no discrepancies in the earnings forecast[4]. - Investors are advised to make cautious decisions as the earnings forecast is based on preliminary estimates, with detailed financial data to be disclosed in the annual report[7]. Previous Year’s Performance - The previous year's loss was primarily due to the provision for goodwill impairment[5].