Core Insights - The firewall industry in China is a critical component of the network security system, serving as the first line of defense for enterprises and individuals. The industry is characterized by a diverse range of listed companies, primarily concentrated in the upstream and midstream segments of the supply chain [1][5]. Group 1: Company Overview - Major companies in the firewall industry include Sangfor (300454.SZ), Tianrongxin (002212.SZ), Hillstone Networks (688030.SH), Deepin Technology (300768.SZ), Ruijie Networks (301165.SZ), Venustech (002439.SZ), Qihoo 360 (688561.SH), and NSFOCUS (300369.SZ) [1]. - The highest revenue in the firewall industry for 2024 is projected to be from Lenovo, with revenue reaching 114.77 billion yuan, followed closely by Inspur with the same revenue figure [4]. - The registered capital is highest for NSFOCUS, while Tianrongxin is the oldest company in the industry. Ruijie Networks has the most bidding information, totaling 7,141 entries [8]. Group 2: Revenue and Profitability - In terms of revenue from firewall-related business, Sangfor is expected to generate 3.629 billion yuan in 2024, ranking second in the domestic market for unified threat management. Qihoo 360 follows with an expected revenue of 2.653 billion yuan [9]. - The gross profit margin for representative companies in the firewall industry is projected to be around 60% in 2024, with Sangfor achieving the highest margin at 79.31% and Hillstone Networks at 71.97% [11]. Group 3: Business Layout - The firewall business layout of listed companies shows a combination of regional focus and nationwide outreach, with technological innovation and scenario deepening being key characteristics. Sangfor focuses on South China, covering over 30 countries and regions, while Qihoo 360 is centered in Beijing, targeting government and state-owned enterprises [13][15]. - Companies like Tianrongxin and Venustech are also focusing on specific sectors such as industrial internet and government services, respectively, to enhance their market presence [15]. Group 4: Business Planning - Future business plans for firewall companies emphasize technological iteration and scenario deepening. Sangfor aims to integrate network security with cloud computing and transition to a subscription model by 2026 [17]. - Qihoo 360 plans to allocate 25% of its R&D budget to encryption firewall research, while Tianrongxin is focusing on smart solutions for industrial firewalls [17].

Group 1 - Huibo Yuntong plans to acquire 65.47% of Baode Computer System shares through a share issuance and has received acceptance from the Shenzhen Stock Exchange for its application [1] - Mingyang Smart Energy intends to purchase 100% of Dehua Chip's equity through a combination of share issuance and cash payment, with stock resuming trading on January 23, 2026 [2] - Sanhua Intelligent Control's controlling shareholder and board members plan to reduce their holdings by up to 0.2425% of the company's shares [3] Group 2 - Wuchan Jinlun's shareholder plans to reduce holdings by up to 3% of the company's total shares [4] - Chengdu Road and Bridge expects a net loss of 65 million to 97.5 million yuan for 2025, compared to a loss of 92.17 million yuan in the previous year [5] - Guoxin Technology anticipates a net loss of 238 million yuan for 2025, an increase in loss of 56.97 million yuan compared to the previous year [6] Group 3 - Taiankang's subsidiary received approval for a clinical trial of CKBA ointment for treating vitiligo in children aged 2-12 [7] - Boyun New Materials' shareholder plans to reduce holdings by up to 1% of the company's total shares [8] - *ST Shengwu has terminated its major asset restructuring plan and expects a net profit of 28.5 million to 32.5 million yuan for 2025, compared to a loss of 19.84 million yuan in the previous year [9] Group 4 - Junchen Technology's shareholder plans to reduce holdings by up to 2.94% of the company's shares [10] - Haiguang Information's shareholder plans to reduce holdings by up to 0.5% of the company's shares [11] - ST Juewei expects a net loss of 160 million to 220 million yuan for 2025, compared to a profit of 227 million yuan in the previous year [12] Group 5 - Nanjing Bank reported total assets exceeding 3 trillion yuan by the end of 2025, with a revenue of 55.54 billion yuan, up 10.48% year-on-year [13] - Haitan Ruisheng's shareholders plan to reduce holdings by up to 5% of the company's shares [14] - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan for 2025, a year-on-year increase of about 46% [15] Group 6 - Xiangrikui is discussing a repayment arrangement for a deposit of 40 million yuan with Shanghai Xipu Technology [16] - Yinglian Co. signed a strategic agreement with LG Chem to develop new polymer materials for lithium battery applications [17] - Yingfang Micro expects a net loss of 69 million to 97 million yuan for 2025, compared to a loss of 61.97 million yuan in the previous year [18] Group 7 - Heshun Electric's shareholders plan to reduce holdings by up to 3.5% of the company's shares [20] - Guanghua Technology expects a net profit of 85 million to 120 million yuan for 2025, reversing a loss of 205 million yuan in the previous year [21] - Ruichuang Weina anticipates a net profit of approximately 1.1 billion yuan for 2025, a year-on-year increase of about 93% [22] Group 8 - Huatu Mountain Ding's shareholder plans to reduce holdings by up to 3% of the company's shares [23] - Yinfeng Storage's subsidiary won two procurement projects with a total value of approximately 1.23 billion yuan [24] - Hengyi Petrochemical plans to repurchase shares worth 500 million to 1 billion yuan for employee stock ownership plans [25] Group 9 - Mengcao Ecology's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [26] - Tefa Service's shareholder plans to reduce holdings by up to 3% of the company's shares [27] - Green Alliance Technology's shareholders plan to reduce holdings by up to 4% of the company's shares [28] Group 10 - Yunyi Electric plans to repurchase shares worth 100 million to 150 million yuan for employee stock ownership plans [29] - Dongpeng Beverage plans to invest 1.1 billion yuan in a new production base in Chengdu [30] - Zhongyuan Co. expects a net profit of 139 million to 158 million yuan for 2025, a year-on-year increase of 80% to 105% [31] Group 11 - Qiangyi Co. expects a net profit of 368 million to 399 million yuan for 2025, a year-on-year increase of 57.87% to 71.17% [32] - Guochuang High-tech anticipates a net profit of 16 million to 24 million yuan for 2025, reversing a loss of 49.1 million yuan in the previous year [33] - Yuandong Bio received a drug registration certificate for a pediatric medication [34] Group 12 - Liya Technology expects a net profit of 300 million to 380 million yuan for 2025, reversing a loss of 889 million yuan in the previous year [35] - Dongfeng Co. anticipates a net loss of 390 million to 480 million yuan for 2025, compared to a profit of 29.16 million yuan in the previous year [36] - Huaming Equipment reported a 15.29% year-on-year increase in net profit for 2025 [37] Group 13 - Botong Integrated expects a net profit of 17.19 million to 25.78 million yuan for 2025, reversing a loss from the previous year [38] - Qingsong Co. anticipates a net profit of 130 million to 165 million yuan for 2025, a year-on-year increase of 137.73% to 201.74% [39] - Ruihua Tai's shareholder plans to reduce holdings by up to 3% of the company's shares [41]

Economic Information - The short-term consumer loan balance of residents in China has dropped below 9.5 trillion yuan, marking the lowest level in three years, with a decrease of 706.19 billion yuan or 6.93% from the previous year [2] - The State Administration for Market Regulation has prohibited the establishment of joint ventures in the public utility sector for the first time since the implementation of the Anti-Monopoly Law, aimed at maintaining competition in the liquefied petroleum gas market [2] Company Alerts - Yingfang Microelectronics expects a net loss of 69 million to 97 million yuan for 2025 [4] - Multiple shareholders of Huitian Ruisheng plan to reduce their holdings by no more than 5% of the company's shares [4] - Shareholders of various companies, including Green Alliance Technology and Ruihua Tai, are planning to reduce their holdings by up to 4% and 3% respectively [4][6] Overseas Alerts - Intel has issued a weak earnings forecast for the first quarter, expecting adjusted earnings per share of $0 and revenue between $11.7 billion and $12.7 billion, leading to a post-market drop of over 13% in its stock price [3] Risk Monitoring - Guoxin Technology anticipates a net loss of 238 million yuan for 2025 [6] - Dongfeng shares expect a net loss between 390 million and 480 million yuan for 2025 [6] - Various companies, including HeTai Machinery and Yema Battery, forecast significant declines in net profits for 2025, with reductions ranging from 30.48% to 70% [6][7]

Shareholder Reduction Plans - Junchen Technology's shareholder Junchen Partnership plans to reduce its stake by no more than 2.94% [1] - Wuchan Jinlun's shareholder Jinlun Holdings intends to reduce its stake by no more than 3% [1] - Haiguang Information's major shareholder Blue Ocean Lightboat Partnership plans to reduce its stake by no more than 0.50% [1] - Boyun New Materials' shareholder Gao Chuang Investment plans to reduce its stake by no more than 1% [1] - Green Alliance Technology's shareholder Cyber Security Fund plans to reduce its stake by no more than 3% [1] - Te Fa Service's shareholder Yinkun Company plans to reduce its stake by no more than 3% [1] - Mengcao Ecology's actual controller Wang Zhaoming plans to reduce his stake by no more than 2.3311% [1] - Huatu Shanding's shareholder Che Lu plans to reduce his stake by no more than 3% [1] - Heshun Electric's shareholder Shen Xin plans to reduce his stake by no more than 2.5% [1] - Ruihua Tai's shareholder Ju Yao Kun plans to reduce his stake by no more than 540,000 shares [1] - Luokai Co., Ltd.'s shareholders Luohui Investment, Luoteng Investment, and Luosheng Investment plan to reduce their total stake by 378,030 shares [1] - Zhongke Feice's shareholder Guotou Chuangye Fund plans to reduce its stake by 234,870 shares [1] - Tuo Jing Technology's shareholder National Integrated Circuit Fund has already reduced its stake by 297,760 shares [1] Other Significant Developments - *ST Biology has terminated its major asset restructuring plan [1] - *ST Biology's stock may face delisting [1]

Group 1 - Honghe Technology's main product, electronic-grade glass fiber cloth, is one of the basic materials for PCB [1] - *ST Bio has terminated the planning of a major asset restructuring [1] - Dongpeng Beverage plans to invest 1.1 billion yuan in the "Dongpeng Beverage Chengdu Production Base Project" [1] - AudioFly Storage has won the equipment procurement project for Jingdezhen Art Vocational University [1] - ShenNan Electric A expects a net profit growth of 584.66% to 721.59% year-on-year in 2025 [1] - Shuihui Supermarket plans to sell 28.095% of its stake in Yunjin Technology to Paihui Technology [1] - Hengyi Petrochemical intends to repurchase shares worth 500 million to 1 billion yuan [1] - Mongolian Grass Ecology's actual controller Wang Zhaoming plans to reduce his stake by no more than 2.3311% [1] - Jiangsu Yinglian Recycled Fluid has signed a "Joint Laboratory Strategic Agreement" with LG Chem [1] - Lizhong Group has received a fixed-point notification for an aluminum alloy wheel project from a client [1] Group 2 - Hengyi Petrochemical plans to repurchase shares worth 500 million to 1 billion yuan [2] - Yinglian shares' subsidiary has signed a "Joint Laboratory Strategic Agreement" with LG Chem [2] - Yunyi Electric plans to repurchase shares worth 100 million to 150 million yuan [2] - Xiduan Pharmaceutical intends to repurchase shares worth 25 million to 50 million yuan [2] - Junchen Technology's controlling partner plans to reduce its stake by no more than 2.94% [2] - Green Alliance Technology's cybersecurity fund plans to reduce its stake by no more than 3% [2] - Mongolian Grass Ecology's actual controller Wang Zhaoming plans to reduce his stake by no more than 2.3311% [2] - Yunyi Electric's chairman and general manager Fu Hongling plans to increase his stake by 30 million to 60 million yuan [2] - Lizhong Group has received a fixed-point notification for an aluminum alloy wheel project from a client [2]

Group 1 - The shareholder China Electronics Technology Group (Chengdu) Cybersecurity Equity Investment Fund Partnership (Limited Partnership) holds 55,984,059 shares of the company, accounting for 6.91% of the total share capital [1] - The Cybersecurity Fund plans to reduce its holdings by up to 24,318,656 shares, which represents 3% of the total share capital, within three months from February 13, 2026, to May 12, 2026 [1] - Shareholder Lei Yan Investment Co., Ltd. holds 13,900,298 shares, accounting for 1.71% of the total share capital [1] Group 2 - Lei Yan Investment plans to reduce its holdings by up to 8,106,218 shares, which represents 1.00% of the total share capital, within three months from January 28, 2026, to April 27, 2026 [1]

Group 1 - The core announcement indicates that two shareholders of Green Alliance Technology (stock code: 300369) plan to reduce their holdings, with a total reduction not exceeding 4% of the company's total share capital [1] - The shareholder China Electronics Technology (Chengdu) Network Security Equity Investment Fund Partnership (Limited Partnership), holding 6.91% of shares, intends to reduce its stake by up to 24.3187 million shares, which represents 3% of the total share capital [1] - The shareholder Lei Yan Investment Co., Ltd., holding 1.71% of shares, plans to reduce its stake by up to 8.1062 million shares, accounting for 1% of the total share capital [1]

Group 1 - The core point of the article is that two shareholders of Green Alliance Technology plan to reduce their holdings in the company within specified time frames [1] Group 2 - Shareholder China Electronics Technology (Chengdu) Cybersecurity Equity Investment Fund Partnership intends to reduce its stake by up to 24.3187 million shares, representing 3% of the total share capital, between February 13, 2026, and May 12, 2026 [1] - Shareholder Lei Yan Investment Co., Ltd. plans to reduce its holdings by up to 8.1062 million shares, accounting for 1% of the total share capital, from January 28, 2026, to April 27, 2026 [1]

证券代码：300369 证券简称：绿盟科技 公告编号：2026-002 绿盟科技集团股份有限公司 关于股东减持股份预披露公告 公司持股 5%以上股东中电科（成都）网络安全股权投资基金合伙企业（有 限合伙）和股东雷岩投资有限公司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。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1. 股东中电科（成都）网络安全股权投资基金合伙企业（有限合伙）（以下 简称网安基金）持有公司股份 55,984,059 股（占公司总股本的 6.91%）。网安基金 计划于本公告披露之日起十五个交易日后的三个月内（即2026年2月13日至2026 年 5 月 12 日），减持公司股份不超过 24,318,656 股（占公司总股本的 3%）。 2. 股东雷岩投资有限公司（以下简称雷岩投资）持有公司股份 13,900,298 股 （占公司总股本的 1.71%）。雷岩投资计划于本公告披露之日起三个交易日后的三 个月内（即 2026 年 1 月 28 日至 2026 年 4 月 27 日），减持公司股份不超过 8,106,218 股（占公司总 ...

绿盟科技集团股份有限公司（以下简称公司）第五届董事会第六次临时会议 通知于2026年1月19日以邮件和电话方式送达各位董事，会议于2026年1月22日以 通讯方式召开，本次会议应到董事9人，实到董事9人。公司高级管理人员列席了 本次会议。会议由公司董事长胡忠华先生主持。本次会议的召开符合《中华人民 共和国公司法》和《公司章程》以及有关法律、法规的规定。 二、董事会会议审议情况 经出席会议的董事审议，审议通过了如下议案： （一）关于调整第五届董事会专门委员会人员组成的议案 证券代码：300369 证券简称：绿盟科技 公告编号：2026-001 绿盟科技集团股份有限公司 第五届董事会第六次临时会议决议公告 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、董事会会议召开情况 公司董事会补选沈朝晖先生担任公司第五届董事会提名委员会主任委员、审 计委员会委员。本次调整后，公司各专门委员会人员组成如下： 三、备查文件 第五届董事会第六次临时会议决议 特此公告。 绿盟科技集团股份有限公司董事会 2026年1月22日 2 审计委员会：李春红（独立董事、主任委员）、刘辉（独 ...