内容概要：防火墙是一种访问控制产品，它在内部网络与不安全的外部网络之间设置障碍，阻止外界对内部资源的非法访问和内部对外部的不安全访问，能 有效防止对内部网络的攻击。它是一个对数据包进行甄别和判断的检测设备，是IT设施的门和锁，是网络安全的最大单品。近年来，在政策支持下，伴随着 市场需求增长、技术进步等多重因素，我国防火墙市场稳步发展。据统计，2025年，我国防火墙市场规模从2016年的11.7亿美元增长至30.2亿美元，预计 2026年防火墙市场规模有望达到31.56亿美元。随着5G、专网和工业互联网的规模化部署，6G专网开始布局从实验室向实际场景应用过渡，使得关键信息基 础设施领域的专用防火墙形成广阔增量空间。此外，边缘计算兴起使轻量级防火墙需求增加，车联网、智慧城市等场景的定制化防火墙产品也将不断涌现， 进一步拓宽市场边界。 上市企业：深信服(300454.SZ)、天融信(002212.SZ)、山石网科(688030.SH)、迪普科技(300768.SZ)、锐捷网络(301165.SZ)、启明星辰(002439.SZ)、奇安信 (688561.SH)、绿盟科技(300369.SZ) 相关企业：龙芯中科、中 ...

证券之星消息，2月2日软件开发板块较上一交易日下跌2.76%，星环科技领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301378 | 通达海 | 44.50 | 12.63% | 15.80万 | | 26659 | | 300311 | ST任子行 | 4.98 | 3.97% | 36.29万 | | 1.84亿 | | 300369 | 绿盟科技 | 8.38 | 3.46% | 63.37万 | | 5.35亿 | | 300766 | 每日互动 | 43.49 | 2.89% | - 47.65万 | | 20.83亿 | | 300377 | 赢时胜 | 21.46 | 2.63% | 59.30万 | | 12.78亿 | | 301162 | 国能日新 | 67.48 | 2.60% | 3.60万 | | 2.47亿 | | ...

《2026 网络安全趋势报告》由绿盟科技发布，聚焦人工智能安全、数据安全、网络安全及重要场景安全四大核心赛道，研判出十大关键趋势，为行业发展 提供重要指引。 AI 相关安全成为核心焦点。攻防层面，生成式 AI 与自主智能体推动网络攻防进入 "智能对抗智能" 阶段，APT 组织将实现全链路智能化作战，传统防御体 系需向动态智能防御跃迁。AI 自身安全风险上移至系统行为与决策层面，智能体权限滥用可能引发数据泄露等严重后果，构建全链路 AI 安全围栏成为关键 防护手段。安全运营领域，2026 年将在 "可信任的有限自治" 框架下，通过置信度分级、可解释性优化等实现核心环节可控自动化。同时，可信任场景智能 体将全面爆发，成为安全产品基础单元，多智能体协作模式将大幅提升运营效率。 威胁形态与防护体系持续迭代。代理型僵尸网络兴起，使传统威胁情报体系面临溯源危机，防御思维需从 "封锁节点" 转向 "洞察链路"。AI 赋能让威胁情报 实现覆盖度、相关性等六大能力跃升，完成从 "信息堆砌" 到智能决策引擎的升级。深度合成技术的普及催生 "真实性危机"，2026 年 "AI 检测 AI" 将成为核 心防范范式，深度伪造识别需求加 ...

上线3天涌入15万Agent！Moltbook开启"机机交互"新纪元，重申大模型与算力双王，关注安全！【天风计算机 缪欣 君/刘鉴团队】 1）大模型： 2）infra与安全： Cloudflare 3）算力：#寒武纪、#海光信息、瑞芯微（电子组覆盖）； 4）IDC： 大位科技、润泽科技、奥飞数据、光环新网、科华数据等； 5）端侧：联想集团、绿联、智微智能； 6）云服务：金山云、阿里云； 上线3天涌入15万Agent！Moltbook开启"机机交互"新纪元，重申大模型与算力双王，关注安全！【天风计算机 缪欣 君/刘鉴团队】 1）大模型： 2）infra与安全： Cloudflare 3）算力：#寒武纪、#海光信息、瑞芯微（电子组覆盖）； 4）IDC： 大位科技、润泽科技、奥飞数据、光环新网、科华数据等； 5）端侧：联想集团、绿联、智微智能； 6）云服务：金山云、阿里云； 7）安全：深信服、安恒信息、启明星辰、绿盟科技等 8）存储、光模块等 根据官网，上线三天Moltbook涌入超15万AI Agents。 不同AI在平台上自主发文、互动、协作，甚至讨论建立端对端加密私密空间，呈现显著的自主协作与自组织特 征。 ...

格隆汇1月29日丨绿盟科技(300369.SZ)公布，预计2025年亏损3,000万元~6,000万元，比上年同期减亏 91.78%~83.55%，扣非亏损4,500万元~7,500万元。2025年，公司立足自身业务，始终围绕经营目标，持 续聚焦"3+3+X+Y"价值子行业及价值客户，强化战略落地动作，执行力显著提升。通过增加技术产品 与客户需求的匹配程度，深化场景化解决方案落地，同时构建组织型销售体系，前后场协同联动，横纵 条线协作配合，营业收入同比增长1.78%~10.26%。 ...

Core Viewpoint - Green Alliance Technology (300369) forecasts a revenue of 2.4 billion to 2.6 billion yuan for 2025, representing a year-on-year growth of 1.78% to 10.26%, while net profit attributable to shareholders is expected to be between -60 million to -30 million yuan, indicating a reduction in losses by 83.55% to 91.78% [1] Group 1 - The company aims to enhance the alignment of technical products with customer needs and deepen the implementation of scenario-based solutions, which contributed to the expected revenue growth [1] - Green Alliance Technology is focusing on cost reduction and efficiency improvement by enhancing systematic operational capabilities, leading to a decrease in sales, management, and R&D expenses [1] - The company is strengthening cash flow management and optimizing process control to ensure positive operating cash flow [1] Group 2 - In 2025, the company plans to increase investments in the AI sector, particularly in AI-enabled security operations across various industries such as telecommunications, finance, energy, education, and government [1] - The company aims to achieve an 80% independent takeover target for AI in core scenarios of detection response and exposure management, marking a transition from "human-machine collaboration" to "AI-led, expert supervision" in its security operations business [1]

（记者 王晓波） 每经AI快讯，绿盟科技1月29日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损3000 万元~6000万元。上年同期归属于上市公司股东的净利润亏损约3.65亿元。业绩变动主要原因是：2025 年，公司立足自身业务，始终围绕经营目标，持续聚焦"3+3+X+Y"价值子行业及价值客户，强化战略 落地动作，执行力显著提升。通过增加技术产品与客户需求的匹配程度，深化场景化解决方案落地，同 时构建组织型销售体系，前后场协同联动，横纵条线协作配合，营业收入同比增长1.78%~10.26%。 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 ...

Financial Performance - The company expects a net loss of between 30 million and 60 million yuan for the fiscal year 2025, a reduction in loss of 83.55% to 91.78% compared to the previous year’s loss of 364.81 million yuan [2]. - The projected revenue for 2025 is between 240 million and 260 million yuan, representing a year-on-year growth of 1.78% to 10.26% from 235.80 million yuan in the previous year [2]. - The net profit attributable to shareholders is expected to improve by 83.55% to 91.78% compared to the previous year, driven by cost reduction and efficiency enhancement measures [6]. - Sales, management, and R&D expenses are expected to decrease year-on-year, contributing to improved profitability [6]. - The preliminary financial data will be disclosed in the annual report for 2025, urging investors to make cautious decisions [7]. - The company has communicated with the accounting firm regarding the earnings forecast, with no significant discrepancies reported [3]. Operational Enhancements - The company has successfully implemented AI-enabled security solutions across various sectors, including telecommunications, finance, and government, enhancing operational effectiveness [6]. - The newly launched "Qingfengwei" product has established a comprehensive AI security defense system, receiving certification from the Public Security Ministry and winning first prize in a competitive event [6]. - The company has focused on optimizing cash flow management, ensuring that operating cash flow remains positive [6]. - The company continues to strengthen its strategic focus on the "3+3+X+Y" value sub-industries and value customers, enhancing execution capabilities [4].

Investment Rating - The report does not explicitly state an investment rating for the cybersecurity industry. Core Insights - The report emphasizes the importance of cybersecurity in the context of national security and economic resilience, highlighting the strategic and tactical frameworks for development in the upcoming five years [15][17]. - It outlines the rapid growth of regulatory frameworks in data management and cybersecurity, particularly in China, indicating a shift from theoretical frameworks to practical management systems [18][20]. - The report identifies key areas of focus within cybersecurity, including network security, data security, personal information protection, and the integration of artificial intelligence in security measures [19][27]. Summary by Sections 1. Macro Observations - The "14th Five-Year Plan" outlines goals for cybersecurity development, emphasizing risk prevention and economic resilience [15]. - The report discusses the strategic importance of self-reliance in technology, particularly in critical areas like integrated circuits and software [15][16]. - It highlights the establishment of a comprehensive security system, including legal, strategic, and policy frameworks [16][17]. 2. Domestic Cybersecurity Policy Development - The report notes a significant increase in the number of cybersecurity regulations, particularly in data management, reflecting a growing focus on data rights and compliance [18][19]. - It categorizes key areas of cybersecurity policy, including network security, data security, and personal information protection, with specific industry implications [19][20]. 3. Key Policy Regulations Analysis - The report analyzes various regulatory documents, such as the "Data Outbound Security Assessment Application Guide," which streamlines the process for data handlers [27][28]. - It discusses the "Personal Information Outbound Certification Measures," which set forth requirements for the outbound transfer of personal data, enhancing compliance and protection [35][36]. - The "National Data Infrastructure Construction Guidelines" emphasize the importance of data flow and security infrastructure, outlining a phased approach to development [45][46]. 4. Technological Developments - The report highlights the role of AI in enhancing cybersecurity measures, including automated threat detection and response systems [50][51]. - It discusses the testing of AI applications in cybersecurity, indicating a shift towards more dynamic and responsive security solutions [50][51]. 5. U.S. Cybersecurity Policy Analysis - The report reviews the U.S. cybersecurity regulatory landscape, noting the release of 107 new policies in 2025, with a focus on network security and data protection [54][55]. - It highlights significant changes in U.S. policy under the Trump administration, particularly regarding AI and cybersecurity funding [59][63]. - The report discusses the introduction of tools to enhance software supply chain security, reflecting a growing emphasis on managing supply chain risks [66][67].

新华财经北京1月27日电 在"十五五"规划建议中，网络安全、数据安全、数据要素、人工智能等技术领 域备受关注，尤其是网络安全成为高质量发展的核心支撑。近日，绿盟科技携手中国联通，整合汇聚年 度核心研究成果，发布《网络安全2026：启航"十五五"》报告，从宏观观察、安全态势、技术发展等方 面系统梳理总结，为"十五五"期间网络安全建设提供重要参考。 此外，报告系统梳理了九大代表性技术方向，勾勒出2026年行业发展新图景，其中包括：韧性安全、 AI赋能网络安全、AI自身安全、可信数据空间、API安全、云计算安全、供应链安全、蓝军建设、万物 互联安全等。（完） 报告认为，未来网络安全在五大领域风险凸显，安全挑战复杂多变，其中包括：APT攻击持续演进、高 风险主机态势变化显著、网络资产暴露持续扩大、暗网数据交易仍存隐患、IPv6安全威胁上升。 ...