网络安全概念走强，电科网安、佳缘科技双双涨停，佳华科技、亚信安全、永鼎股份、格尔软件、吉大 正元、国盾量子等跟涨。 ...

Market Overview - The computer equipment sector increased by 0.78% on December 25, with Aerospace Intelligence leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Top Gainers in Computer Equipment Sector - Aerospace Intelligence (300455) closed at 29.41, up 10.44% with a trading volume of 960,500 shares [1] - Zhengtong Electronics (002197) closed at 11.10, up 10.01% with a trading volume of 544,900 shares [1] - Kaiwang Technology (301182) closed at 44.76, up 5.84% with a trading volume of 67,500 shares [1] - Other notable gainers include Xiongdi Technology (300546) up 3.92%, Weihong Co., Ltd. (300508) up 3.82%, and Tongfang Co., Ltd. (600100) up 3.69% [1] Top Losers in Computer Equipment Sector - Zhongwei Electronics (300270) closed at 11.70, down 3.23% with a trading volume of 189,000 shares [2] - Anjubao (300155) closed at 5.65, down 2.92% with a trading volume of 129,000 shares [2] - Kalait (301391) closed at 81.17, down 2.87% with a trading volume of 11,300 shares [2] Capital Flow Analysis - The computer equipment sector experienced a net outflow of 1.05 billion yuan from institutional investors, while retail investors saw a net inflow of 1.07 billion yuan [2][3] - Notable net inflows from retail investors were observed in Aerospace Intelligence (300455) with 12.3 million yuan and Zhengtong Electronics (002197) with 10.9 million yuan [3] - Conversely, significant net outflows from institutional investors were noted in Zhengtong Electronics (-80.8 million yuan) and Kaiwang Technology (-13.96 million yuan) [3]

Market Performance - The main board saw significant gains with notable stocks such as Copper Peak Electronics (+10.04%), Xilong Science (+10.00%), and Dongfang Communication (+9.98%) leading the charge [1] - The ChiNext board experienced a surge, highlighted by Guoci Materials (+20.02%) and LianTe Technology (+15.87%) [1] - The Sci-Tech Innovation board also performed well, with Jingfeng Mingyuan (+20.00%) and Yandong Micro (+16.84%) among the top gainers [1] - Active sub-industries included SW Electronic Chemicals III (+4.36%) and SW Semiconductor Equipment (+3.55%) [1] Domestic News - Taiwan's Industrial Technology Research Institute announced the development of the region's first full-color high-resolution Micro LED AI smart glasses, featuring a 0.49-inch display with 1920x1080 FULL HD resolution and over 3000 nits brightness [1] - Shanghai Jiao Tong University and Guoxing Aerospace signed an agreement to establish China's first space computing joint laboratory, focusing on autonomous space computing chip development and related technologies [1] - Goer Group and Haier Group signed a strategic cooperation agreement to collaborate on smart home, health, and digital economy sectors, leveraging Goer's expertise in precision components and smart manufacturing [1] - According to BCI's report, Huawei's smartphone market share is projected to reach 27.81% by the 48th week of 2025, significantly ahead of Apple's 17.12% [1] Company Announcements - Electric Science and Technology Network announced a significant decrease in expected daily related transactions for 2026, with actual transactions for 2025 being 283.25 million yuan compared to an expected 1.17385 billion yuan [3] - Chip Origin announced progress in acquiring Zhudian Semiconductor, with a capital increase of 350 million yuan for the acquisition [3] - Yunding Technology projected daily related transactions for 2026 to be approximately 1.355 billion yuan, with actual transactions expected to be around 1.484 billion yuan [3] - Aisino Security reported receiving a government subsidy of 1 million yuan, classified as a revenue-related government grant [3] International News - Dell plans to increase prices for its commercial product line by approximately 10%-30% starting December 17, depending on computer configuration [1] - STMicroelectronics secured a new credit line of 1 billion euros from the European Investment Bank, with 60% allocated for enhancing manufacturing capabilities [1] - SK Hynix ordered seven sets of thermal compression bonding machines from ASMPT for HBM4 production, a critical technology for ensuring product yield and performance [1] - Kioxia plans to start producing next-generation NAND flash memory chips in Iwate Prefecture in 2026, increasing storage capacity by 59% and data transfer speed by 33% [1]

Core Insights - The strategic value of network security testing software is increasingly highlighted amid the deepening digital transformation and rising cybersecurity risks, with the market expected to reach approximately 80 billion yuan in 2024 and continue to expand in 2025 [1][5] - The industry structure is shifting from a hardware-dominated model to one driven by software and services, with security software and services gaining a larger market share, while network security testing software is experiencing significant growth compared to the overall industry [1][5] - The competitive landscape is characterized by a mix of comprehensive vendors and specialized firms, with leading companies focusing on "technology + scenarios + compliance" to drive future development [1][5] Industry Overview - Network security testing software is designed to assess the security of network systems, applications, and related infrastructure, utilizing techniques such as simulated hacking and automated vulnerability scanning to identify potential security risks [2][3] - The software plays a crucial role throughout the entire lifecycle of system development, deployment, and maintenance, generating evaluation reports that include risk levels and remediation suggestions [2][3] Policy Framework - China has established a multi-layered policy framework to support the network security testing software industry, with laws such as the Cybersecurity Law and the Data Security Law providing a solid compliance basis and broad market development space [4][5] Industry Chain - The industry chain is well-defined, with upstream components including high-performance servers and core technologies like AI detection algorithms, while midstream focuses on product development and service provision [4][5] - Downstream demand is concentrated in critical sectors such as finance, government, telecommunications, and energy, driven by compliance requirements and data security needs [4][5] Current Market Analysis - The network security market in China is projected to reach approximately 80.36 billion yuan in 2024 and exceed 94 billion yuan in 2025, reflecting a healthy growth trend [5][6] - The market structure is evolving towards a model driven by software and services, with the share of security services increasing from 20.5% in 2019 to an expected 28% in 2024 [5][6] Competitive Landscape - The industry has formed a diverse competitive landscape, with key players like Qihoo 360, Sangfor, and Venustech leading the market, while specialized firms focus on niche areas such as cloud security and web application protection [6][7] - Companies are increasingly integrating AI and security technologies to enhance detection accuracy and expand market coverage [7][8] Future Development Trends - The industry is expected to evolve towards intelligent technology, standardized compliance, and diversified scenarios, with AI and automation becoming integral to the testing process [8][9] - The tightening of compliance frameworks will drive the adaptation of testing standards and tools to meet both domestic and international requirements [9][10] - The demand for tailored testing solutions in emerging fields such as the Internet of Things and cloud-native environments will lead to a shift towards vertical and integrated product offerings [10]

截至发稿，电科网安市值为154亿元。 每经头条（nbdtoutiao）——实施城乡居民增收计划、降准降息等工具灵活高效运用、增加普通高中学 位……深度解读中央经济工作会议 每经AI快讯，电科网安（SZ 002268，收盘价：18.22元）12月12日晚间发布公告称，公司第八届第十次 董事会会议于2025年12月11日以通讯方式召开。会议审议了《关于选聘公司2025年度会计师事务所的议 案》等文件。 2025年1至6月份，电科网安的营业收入构成为：信息安全行业占比100.0%。 （记者 王瀚黎） ...

证券日报网讯 12月12日晚间，电科网安发布公告称，公司拟聘请天职国际会计师事务所（特殊普通合 伙）担任2025年度财务和内部控制审计机构，原审计机构大信会计师事务所（特殊普通合伙）已连续多 年为公司提供审计服务，为保证审计独立性与客观性，经综合评估及审慎研究后作出变更决定，本次变 更尚需提交公司股东会审议。 （文章来源：证券日报） ...

根据公司 2016 年第一次临时股东大会、第六届董事会第十九次会议决议， 并经中国证券监督管理委员会证监许可【2016】3214 号《关于核准成都卫士通 信息产业股份有限公司非公开发行股票的批复》核准，公司向中国电子科技网络 信息安全有限公司等 7 名特定对象以非公开发行股票的方式发行人民币普通股 （A 股）91,436,672 股，每股面值 1 元，每股发行价格 29.45 元，共募集资金总 额 2,692,809,990.40 元，扣除发行费用 30,478,275.34 元后，实际募集资金净额为 2,662,331,715.06 元。上述募集资金已于 2017 年 3 月 8 日到位，并由中天运会计 师事务所（特殊普通合伙）出具的中天运【2017】验字第 90017 号《验资报告》 验证确认。 二、募集资金使用情况 根据《非公开发行股票预案（修订稿）》，本次发行募集的资金在扣除相关发 行费用后的净额将全部用于公司全资子公司中电科（北京）网络信息安全有限公 司（以下简称"北京网安"）的以下项目： 华泰联合证券有限责任公司 关于中电科网络安全科技股份有限公司 使用暂时闲置募集资金进行现金管理的核查意见 华泰 ...

证券代码：002268 证券简称：电科网安 公告编号：2025-038 中电科网络安全科技股份有限公司 关于使用暂时闲置募集资金进行现金管理的公告 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。 中电科网络安全科技股份有限公司（曾用名"成都卫士通信息产 业股份有限公司"，以下简称"公司"或"电科网安"）于 2025 年 12 月 11 日召开第八届董事会第十次会议，审议通过了《关于使用暂时闲 置募集资金进行现金管理的议案》，同意本次募投项目实施主体全资 子公司中电科（北京）网络信息安全有限公司（以下简称"北京网安"） 使用部分闲置募集资金购买结构性存款、大额存单等存款产品，最高 额度不超过 8 亿元人民币，上述额度可以在一年内（2025 年 12 月 28 日至 2026 年 12 月 27 日）循环使用。现将相关事项公告如下： 一、本次募集资金的基本情况 根据公司 2016 年第一次临时股东大会、第六届董事会第十九次 会议决议，并经中国证券监督管理委员会证监许可【2016】3214 号 《关于核准成都卫士通信息产业股份有限公司非公开发行股票的批 复》核准，公 ...

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。 证券代码：002268 证券简称：电科网安 公告编号：2025-040 中电科网络安全科技股份有限公司 关于调整2025年度日常关联交易预计的公告 中电科网络安全科技股份有限公司（以下简称"公司"或"电科网 安"）于2025年12月11日召开第八届董事会第十次会议，审议通过《关 于调整2025年度日常关联交易预计的议案》，因业务开展需要，公司 拟调整2025年度与中国电子科技集团有限公司及其他下属研究院所、 全资和控股公司（以下简称"中国电科及其他下属单位"）发生的部分 关联交易预计金额，具体为：向中国电科及其他下属单位销售商品、 提供劳务的交易总金额调增至18,000万元；向中国电科及其他下属单 位采购商品、接受劳务的交易总金额调增至19,500万元。 一、日常关联交易调整的基本情况 （一）日常关联交易概述 经2024年11月27日召开的第八届董事会第三次会议、第八届监事 会第三次会议及2024年12月20日召开的2024年第三次临时股东大会 审议通过，公司年初预计2025年度向中国电子科技集团公司第三十研 究 ...

证券代码：002268 证券简称：电科网安 公告编号：2025-041 中电科网络安全科技股份有限公司 2026年度日常关联交易预计公告 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、日常关联交易基本情况 （一）日常关联交易概述 1、销售商品及提供劳务、采购商品及接受劳务、租赁的日常关 联交易 中电科网络安全科技股份有限公司（以下简称"公司"或"本公司"） 2026年预计与如下关联人发生日常关联交易：中国电子科技集团公司 第三十研究所（以下简称：三十所），中国电子科技网络信息安全有 限公司（以下简称：中国网安）及其他下属研究院所、全资和控股公 司，中国电子科技集团有限公司（以下简称：中国电科）及其他下属 研究院所、全资和控股公司。 2026年关联交易预计总金额及2025年1-11月同类交易实际发生 总金额如下： 2、与中国电子科技财务有限公司（下称"财务公司"）开展金 融服务业务的关联交易 经公司2025年4月25日召开的第八届董事会第六次会议、第八届 单位：万元 关联交易类别 2026 年预计总金额 2025 年 1-11 月实际发生 总金额 销售商品 ...