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启明星辰:公司始终致力于为国家关键信息基础设施提供安全保障
Zheng Quan Ri Bao· 2026-01-07 13:44
证券日报网讯 1月7日,启明星辰在互动平台回答投资者提问时表示,启明星辰作为国内领先的网络安 全企业,始终致力于为国家关键信息基础设施提供安全保障。在电力行业,公司为国家电网等能源行业 重要客户提供网络安全保障及安全运营服务多年,支撑电力系统信息化、数字化、智能化发展的安全需 求,相关产品和服务已在电力行业积累大量成功案例。公司将持续深耕电力等行业客户,为数字基础设 施建设保驾护航。 (文章来源:证券日报) ...
启明星辰:公司积极跟进量子计算技术的飞速发展
Zheng Quan Ri Bao Wang· 2026-01-07 13:10
Core Viewpoint - The company is actively following the rapid development of quantum computing technology and is continuously iterating its product capabilities to address the threats posed by quantum computing [1] Group 1: Quantum Computing Response - The company has upgraded its anti-quantum password system to achieve the productization and smooth evolution of post-quantum password algorithms [1] - The integration of quantum key distribution technology into VPN products enhances key supply and business collaboration capabilities [1] Group 2: Implementation and Impact - The company has successfully implemented quantum security measures in critical information infrastructure sectors such as finance and telecommunications [1] - These efforts provide a secure password foundation for quantum safety [1]
启明星辰:公司参股的上市公司航天软件的股价波动,可能对公司投资收益产生影响
Mei Ri Jing Ji Xin Wen· 2026-01-07 10:18
每经AI快讯,有投资者在投资者互动平台提问:贵公司参股公司投资的航天软件第四季度股价大涨, 是否对贵公司第四季度业绩有影响? (记者 张明双) 启明星辰(002439.SZ)1月7日在投资者互动平台表示,公司参股的上市公司航天软件的股价波动,可 能对公司投资收益产生影响,关于2025年第四季度的具体业绩情况,公司将严格按照信息披露法规予以 披露,请届时关注公司公告。 ...
启明星辰:公司与环天智慧是紧密的合作伙伴,并持有其少量股份
Mei Ri Jing Ji Xin Wen· 2026-01-07 10:18
Core Viewpoint - The company has a partnership with HuanTian Wisdom and holds a small stake in it, focusing on security technology research and business cooperation in areas such as commercial satellite applications and smart governance [1] Group 1 - The company confirmed its close partnership with HuanTian Wisdom and indicated that it holds a minority stake in the latter [1] - The collaboration primarily involves research and business cooperation in fields like satellite communication security, smart governance, and digital government [1] - Future development plans and dynamics of HuanTian Wisdom are considered part of its own strategic planning, and the company suggests obtaining information through official channels [1]
启明星辰:2025年前三季度公司实现毛利率61.8%
Zheng Quan Ri Bao· 2026-01-06 14:13
(文章来源:证券日报) 证券日报网讯 1月6日,启明星辰在互动平台回答投资者提问时表示,2025年前三季度公司实现毛利率 61.8%,体现了公司产品与服务的强大市场竞争力。去年以来出现亏损,主要源于两方面因素:一方 面,公司在融入中国移动体系后,积极布局新兴技术领域,主动加大对AI安全、数据安全、量子计算 等前沿领域的研发投入,这部分战略性支出短期内影响了利润;另一方面,传统网络安全业务短期内增 速受限,相关产品和服务增长承压,也对利润产生了影响。目前,公司管理层正全力推动与中国移动的 深度协同,优化业务结构,并已看到现金流改善等积极迹象。为构筑长期技术壁垒和增长动能,公司仍 将坚持科技自主创新,随着新质安全需求的增长和协同效应的释放,公司利润将逐渐改善。 ...
启明星辰:公司动态优化组织架构以适配长远发展
Zheng Quan Ri Bao Wang· 2026-01-06 14:11
证券日报网讯1月6日,启明星辰(002439)在互动平台回答投资者提问时表示,公司始终秉持战略导向 与精益运营的原则,动态优化组织架构以适配长远发展。在员工规模方面,基于业务发展需要,公司近 年来实施了精准的降本增效措施,员工数在每年的年度报告中予以披露。公司成为中国移动(600941) 的网信安全专业子公司后,致力于与中国移动强大的销售与服务网络进行深度融合与能力互补,启明星 辰的专业安全能力正通过中国移动覆盖全国的体系,更高效地触达更广泛的客户群体。公司高度重视产 品智能化程度与易用性,重视技术创新与产品体验,已将人工智能技术深度应用于产品研发。例如公司 的安星智能体,能够在安全运营中显著提升安全分析的自动化水平和响应效率。公司将持续迭代产品, 致力于为客户提供更智能、更便捷的安全解决方案。公司将根据中长期发展战略,紧抓AI安全、数据 安全等新质生产力发展机遇,持续优化人力资源配置,深化与中国移动的战略协同,并不断提升产品与 服务的智能化、易用性水平。 ...
启明星辰:公司坚信网络安全产业韧性强、潜力大,长期向好的基本面不变
Zheng Quan Ri Bao Wang· 2026-01-06 14:11
Core Viewpoint - The company believes that despite short-term challenges in the cybersecurity industry, the long-term potential remains strong due to the increasing demand for innovative security capabilities integrated with information technology applications and business scenarios [1] Group 1: Industry Outlook - The cybersecurity industry is currently facing limitations in traditional business growth and pressure on products and services [1] - There is a growing demand for high-quality innovative security capabilities as cybersecurity integrates more with information technology applications and business scenarios [1] Group 2: Company Strategy - The company is deepening its strategic collaboration with China Mobile, focusing on new areas such as "AI + security," cloud security, and 5G security [1] - The company aims to enhance the quality of related transactions with China Mobile, emphasizing the value of security products and improving overall gross margin levels, even if it means sacrificing some low-margin projects [1] - Following the appointment of a new chairman, the company is committed to advancing its strategic collaboration with China Mobile and proactively exploring new opportunities in the AI security sector [1]
启明星辰:公司已制定并审议通过《市值管理办法》
Zheng Quan Ri Bao Wang· 2026-01-06 13:48
证券日报网讯 1月6日,启明星辰(002439)在互动平台回答投资者提问时表示,公司始终重视市值管 理工作,已制定并审议通过《市值管理办法》,系统性推进市值管理各项工作。一是持续提升信息披露 质量,公司连续六年获深交所信息披露考评A级;二是持续加强投资者关系管理,通过业绩交流 会、"互动易"、投资者热线等多渠道与投资者保持沟通;三是与中国移动(600941)积极研究并持续评 估包括分红、回购增持等方案,以便适时推出符合公司发展和全体股东长远利益的回报举措。作为中国 移动专责网信安全子公司,公司将深入探索多维度、多手段的市值管理方法,积极响应国资委和中国移 动对央企控股上市公司市值管理的相关要求,努力提升公司价值,提振投资者信心。 ...
启明星辰:公司现已制定并审议通过《市值管理办法》
证券日报网讯 1月6日,启明星辰在互动平台回答投资者提问时表示,公司现已制定并审议通过了《市 值管理办法》,系统性推进市值管理各项工作。在具体实践中,公司的市值管理聚焦于提升主营业务竞 争力、优化公司治理、持续提升信息披露质量、强化投资者关系以及通过稳健的现金分红政策回报股东 等多个维度。公司相信,扎实的经营业绩和清晰的发展战略是支撑市值的根本。股份回购是市值管理的 工具之一,其决策需要综合考量市场环境、监管规则、公司财务状况、未来资金需求及长期战略规划等 多重因素。公司管理层将持续关注资本市场动态,在合法合规、有利于公司长远发展的前提下,审慎研 究包括回购在内的各类价值提升工具。公司重视每一位投资者的声音,并将通过业绩说明会、互动平台 等多种渠道持续加强与资本市场的沟通,传递公司价值。 (编辑 丛可心) ...
启明星辰:公司全力推动与中国移动的战略协同,聚焦AI安全、云安全等新赛道以培育新增长点
Zheng Quan Ri Bao· 2026-01-06 13:41
Core Viewpoint - The company is implementing systematic measures to improve short-term performance, deepen long-term strategy, and enhance investor confidence [2] Group 1: Strategic Initiatives - The company is focusing on strategic collaboration with China Mobile, emphasizing new growth areas such as AI security and cloud security to expand its customer base among individuals and families [2] - The company is actively researching and continuously evaluating plans for dividends, share buybacks, and other measures to ensure long-term benefits for all shareholders [2] Group 2: Operational Improvements - The company is strictly executing cost reduction and efficiency enhancement measures, improving accounts receivable management to enhance cash flow and optimize operations [2] - The company aims to improve its fundamental performance through these operational strategies [2]