证券代码：002212 证券简称：天融信 公告编号：2026-001 天融信科技集团股份有限公司 关于公司第一大股东变更的公告 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。 特别提示： 1、公司第一大股东由郑钟南变更为中电科（天津）网络信息科技合伙企业（有限 合伙）。 2、公司无控股股东、实际控制人。公司第一大股东的变更，不会导致公司控制权 的变更，不会对公司日常经营管理产生明显不利影响。 经与主要股东确认，截至2026年2月3日，郑钟南持有公司股份47,178,231股，占公 司总股本的比例为4.000006%，不再为公司第一大股东。公司原第二大股东中电科（天 津）网络信息科技合伙企业（有限合伙）持有公司股份5,800万股，占公司总股本比例 为4.917530%，被动成为公司第一大股东。具体情况如下： | | | 1 | | | 股数（股） | 占公司总股本 | 股数（股） | 占公司总股本 | | --- | --- | --- | --- | --- | --- | | | | | 比例 | | 比例 | | 中电科（天津） 网络信息科技 | 合计持有 ...

证券日报网讯 2月2日，天融信在互动平台回答投资者提问时表示，网络安全是数字经济的基础保障， 涉及技术领域范围广、覆盖全行业场景应用，当前国家政策持续推动人工智能、新质生产力等领域发 展，公司以"安全+智算"双轮驱动战略，在AI+安全、智算云、信创安全、数据安全、云安全、工业互 联网安全、车联网安全、物联网安全等新方向新技术领域进行布局和投入。 （文章来源：证券日报） ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，北京天融信网络安全技术有限公司、北京天融信科技有限公司、北京天融信 软件有限公司取得一项名为"一种漏洞攻击流的获得方法及装置"的专利，授权公告号CN115460009B， 申请日期为2022年9月。 天眼查资料显示，北京天融信网络安全技术有限公司，成立于1995年，位于北京市，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35000万人民币。通过天眼查大数据分析，北京天融信网 络安全技术有限公司共对外投资了46家企业，参与招投标项目5000次，财产线索方面有商标信息222 条，专利信息2867条，此外企业还拥有行政许可5个。 北京天融信科技有限公司，成立于2003年，位于北京市，是一家以从事科技推广和应用服务业为主的企 业。企业注册资本7575.7576万人民币。通过天眼查大数据分析，北京天融信科技有限公司共对外投资 了11家企业，参与招投标项目502次，财产线索方面有商标信息2条，专利信息2790条，此外企业还拥有 行政许可5个。 北京天融信软件有限公司，成立于2012年，位于北京 ...

Group 1 - The company Tianrongxin (002212) is engaging in deep cooperation with Tencent across multiple areas including threat intelligence, large model security, cloud security, privacy computing, and smart cities [1] - Currently, Tencent's Yuanbao has not been applied to the company's products, but the company has initiated collaboration with Tencent's Hongyuan large model [1]

Core Viewpoint - The company has experienced rapid growth in its cloud computing business since its launch in 2019, with a five-year compound annual growth rate (CAGR) of 44.76% [1] Group 1: Cloud Computing Business - The cloud computing business is set to upgrade to "Intelligent Computing Cloud" by 2025, with the release of an intelligent cloud platform and 17 integrated machines catering to various performance needs [1] - The company has successfully implemented its cloud solutions in sectors such as government, education, healthcare, and research [1] Group 2: Security Features - The Intelligent Computing Cloud features an internally developed secure cloud platform architecture, which includes 43 models of 16 types of security network elements [1] - The company has been recognized as one of the few domestic security vendors by being included twice in Gartner's list of representative vendors in hyper-converged cross-border solutions [1]

证券日报网讯1月27日，天融信（002212）在互动平台回答投资者提问时表示，公司在AI领域的技术研 究和布局包括AI赋能安全、AI安全防护、AI基础设施建设等方向。在AI赋能安全方面，公司推出防火 墙AI版、天问大模型系统，以及内置产品小天的系列产品，提升各类产品的安全防护、安全检测能力 及安全运营效率。在AI安全防护方面，公司推出大模型安全网关、大模型安全评估系统、内容智能管 控等新产品，覆盖大模型应用全生命周期的安全防护。在AI基础设施建设方面，公司发布了智算云平 台、智算一体机、算力服务器等系列产品，为客户提供高性能、安全可靠的一体化智算中心建设方案。 ...

Core Insights - The firewall market in China is expected to grow from $1.17 billion in 2016 to $3.02 billion by 2025, with a projected market size of $3.156 billion in 2026, driven by policy support, market demand growth, and technological advancements [1][7] - The deployment of 5G, private networks, and industrial internet is creating significant opportunities for dedicated firewalls in critical information infrastructure [1][14] - The rise of edge computing is increasing the demand for lightweight firewalls, while customized firewall products for scenarios like IoT and smart cities are emerging [1][14] Firewall Industry Definition and Classification - A firewall is an access control product that creates barriers between internal networks and insecure external networks, preventing unauthorized access and attacks [2][6] - Firewalls can be categorized based on technology (traditional firewalls, UTM firewalls, next-generation firewalls, and AI firewalls) and form (software, hardware, and chip-level firewalls) [4][5] Current State of the Firewall Industry - The firewall industry in China is experiencing steady growth due to increasing market demand and technological advancements [6][7] - The industry value chain includes upstream components (hardware and software), midstream firewall products, and downstream applications across various sectors such as government, finance, telecommunications, and healthcare [6][8] Development History of the Firewall Industry - The evolution of firewalls began in the late 1980s with the introduction of packet-filtering firewalls, leading to more complex solutions to address evolving security threats [9][10] - The introduction of AI firewalls by Huawei in 2018 marked a significant innovation in the industry, providing solutions for advanced threats [9] Competitive Landscape of the Firewall Industry - The firewall market in China is highly concentrated, with Huawei and H3C leading the market with shares of 28% and 22% respectively, followed by other companies like Tianrongxin and Deepin Technology [10][11] - The competitive tiers include a first tier of leading companies, a second tier of mid-sized firms, and a third tier of smaller companies [10] Key Companies in the Firewall Industry - Tianrongxin, established in 1995, has maintained the largest market share in firewalls for 25 years, with a focus on diverse security products and services [11][12] - Deepin Technology specializes in enterprise-level network security and has a significant presence in the market, with a notable share in the unified threat management category [12][13] Future Trends in the Firewall Industry - The firewall market is expected to mature as the overall information security market stabilizes and grows, with increasing awareness and demand for security solutions [13][14] - UTM solutions are anticipated to replace traditional firewalls, leading to significant changes in market dynamics and opportunities for leading UTM vendors [13][14]

Group 1 - The company Tianrongxin (002212) has a quality management system certification (9001) and continues to optimize its management practices annually [1]

证券日报网讯 1月26日，天融信在互动平台回答投资者提问时表示，公司在智能电网方面已有布局，推 出覆盖智能电网、分布式能源和储能系统等多种新型电力系统场景下的网络安全防御体系解决方案，帮 助客户全面落实等保、关保、密评等国家、行业要求，解决客户数字化转型中的网络安全问题。 （文章来源：证券日报） ...

Group 1 - The company, Tianrongxin, has made advancements in the computing power sector by launching products such as the Intelligent Computing Cloud Platform, integrated computing machines, and computing power servers [2] - These products are designed to provide security support and computing power assistance for intelligent transformation across various industries [2]