格隆汇9月8日丨迪普科技(300768.SZ)在互动平台表示，公司在销产品暂不涉及CPO技术方案。 ...

格隆汇9月8日丨迪普科技(300768.SZ)在互动平台表示，公司已推出国产化400G算力交换机系列，有效 满足了国内数据中心、云计算等场景对算力网络基础设施自主可控的核心需求。公司紧跟用户的国产化 建设需求，持续迭代更新，陆续推出算力网络所需的高性能、高稳定性的交换机产品。 ...

Core Insights - The article emphasizes the strategic importance of IoT security as a comprehensive system that ensures data confidentiality, integrity, and availability across the entire IoT ecosystem, driven by national policies and market demands [1][6][8]. Industry Overview - IoT security is defined as a system that protects IoT devices, communication networks, cloud platforms, and application services from various threats, ensuring data confidentiality, integrity, and availability [2][3]. - The Chinese IoT industry has surpassed 4 trillion yuan, with an average annual growth rate exceeding 17%, driven by "new infrastructure" and "dual carbon" goals [1][8]. Market Size and Growth - The market size for IoT security is projected to grow from 28 billion yuan in 2020 to 46.3 billion yuan in 2024, with expectations to exceed 51 billion yuan by 2025, reflecting a compound annual growth rate of 12%-15% [1][9]. Competitive Landscape - The IoT security industry in China is characterized by a fragmented market, with leading companies like Qihoo 360 and Deep Technology holding less than 20% of the overall market share, while small and medium enterprises dominate 75% of the market [1][10][12]. - Major players include Qihoo 360, Deep Technology, and Tianmao Information, with Qihoo 360 leading the boundary security market with a 21.2% market share [1][10][12]. Industry Trends - Future trends indicate a shift towards a collaborative development model where technology, application scenarios, and ecosystems work together, with a focus on zero trust and AI integration to enhance security capabilities [1][14][15]. - The demand for security solutions in industrial IoT, smart cities, and rural markets is expected to create a market worth hundreds of billions, with specific needs for device identity authentication and data encryption [1][14][15]. Policy and Regulatory Framework - The Chinese government has introduced several policies to establish a comprehensive IoT security standard system by 2025, which includes over 30 industry standards across various categories [1][6][8].

2025 年 08 月 26 日 迪普科技(300768.SZ) 业绩稳健增长，布局国产算力交换机 事件概述 1）近期，公司发布 2025 年半年报，上半年实现营业收入 5.51 亿元， 同比增长 9.59%，上半年实现归母净利润 0.52 亿元，同比增长 0.17%。 公司业绩实现稳健增长。 2）近期，公司推出国产化 400G 算力交换机系列，选用国产 CPU 与国 产交换芯片，支持丰富的数据中心特性。算力交换机有望拉动公司业 务新增长。 运营商行业稳健增长，应用交付及网络产品成长可期 收入拆分方面，分行业来看，公司上半年运营商业务实现收入 1.57 亿元，同比增长 16.75%；政府业务实现收入 0.92 亿元，同比下降 43.19%；公共事业实现收入 0.86 亿元，同比增长 2.64%；金融行业 实现收入 0.78 亿元，同比增长 85.58%。公司收入占比最高的运营商 行业维持稳健增长，对公司业务起到支撑作用。 分产品来看，网络安全产品实现收入 3.19 亿元，同比下降 12.76%； 应用交付及网络产品实现收入 1.69 亿元，同比增长 81.67%。传统网 络安全需求依然承压，但是公司在应用交付 ...

Group 1 - The core viewpoint of the news is that Dipu Technology (300768) has shown a slight increase in stock price and has reported its latest financial performance, indicating modest growth in revenue and net profit [1][3] - As of August 25, 2025, Dipu Technology's stock closed at 19.44 yuan, with a trading volume of 247,000 hands and a transaction amount of 485 million yuan [1] - The company's total revenue for the first half of 2025 was 551 million yuan, representing a year-on-year growth of 9.59%, while the net profit attributable to shareholders was 52.15 million yuan, a slight increase of 0.17% year-on-year [1] Group 2 - The company's non-recurring net profit was 43.48 million yuan, showing a year-on-year decrease of 6.00% [1] - Financial ratios indicate a current ratio of 7.574, a quick ratio of 6.778, and a debt-to-asset ratio of 12.47% [1] - Dipu Technology has made investments in three companies and has participated in 2,276 bidding projects, holding 14 trademark registrations and 2,153 patents [2]

Core Viewpoint - The information security equipment industry is experiencing robust growth driven by the acceleration of digital transformation and increasing demand for security solutions in various sectors, including government, finance, and telecommunications [1][14]. Industry Overview - Information security equipment includes hardware and software tools designed to protect computer systems, networks, and data from security threats, ensuring confidentiality, integrity, and availability [4]. - Key types of information security equipment include firewalls, intrusion detection systems, antivirus software, data encryption devices, and access control devices [4]. Industry Development History - The development of China's information security equipment industry has gone through four stages: local development before 1995, entrepreneurial development from 1995 to 2001, orderly development from 2002 to 2015, and high-quality development from 2016 to present [6]. - The current high-quality development phase is marked by the introduction of national cybersecurity strategies and laws, expanding the focus to include cloud protection, data security, and personal information protection [6]. Industry Chain - The upstream of the information security equipment industry chain consists of hardware and software suppliers, while the midstream includes research, design, manufacturing, and marketing [8]. - The downstream demand primarily comes from sectors with high information sensitivity, such as government, military, finance, telecommunications, and energy [8]. Market Size and Growth - The market size of China's information security equipment industry is projected to reach approximately 744.34 billion yuan in 2024, with hardware accounting for 391.18 billion yuan and software for 353.16 billion yuan [1][14]. - The industry is expected to enter a higher quality development phase driven by technological innovation and market demand [1][14]. Key Companies - Major companies in the information security equipment industry include Sangfor Technologies, Qihoo 360, Hillstone Networks, Tianrongxin, DP Technology, NSFOCUS, and others [2][16]. - Qihoo 360's revenue from security products is projected to be 2.653 billion yuan in 2024, focusing on network security solutions for government and enterprise clients [20]. Industry Trends - The industry is moving towards digitalization, with a focus on data lifecycle security and the integration of new security solutions such as encryption technology and privacy computing [22]. - The rise of networked environments, driven by 5G and IoT, is leading to a more complex threat landscape, necessitating collaborative and systematic security approaches [23]. - The integration of artificial intelligence in security devices is enhancing automated response capabilities and improving threat detection and prevention [24].

证券代码：300768 证券简称：迪普科技 公告编号：2025-037 杭州迪普科技股份有限公司 2025年第一次临时股东会决议公告 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。 特别提示： 1.本次股东会未出现否决议案的情形。 2.本次股东会未涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 1.会议召开时间： （1）现场会议时间：2025 年 8 月 21 日下午 14:00。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 8 月 21 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统 投票的具体时间为：2025 年 8 月 21 日 9:15-15:00。 2.会议召开地点：杭州市滨江区月明路 595 号迪普科技 302 会议室。 3.会议召开方式：现场投票与网络投票相结合的方式。 6.会议的召集、召开符合《公司法》《上市公司股东会规则》《深圳证券交易所创业板 股票上市规则》及《公司章程》等法律、法规、部门规章和规范性文件的有关规定。 7.会议出席情况 ...

上海市锦天城律师事务所 关于杭州迪普科技股份有限公司 2025 年第一次临时股东会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 11/12 楼 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于杭州迪普科技股份有限公司 2025 年第一次临时股东会的 法律意见书 致：杭州迪普科技股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受杭州迪普科技股份有限公 司（以下简称"公司"）委托，就公司召开 2025 年第一次临时股东会（以下简称"本 次股东会"）的有关事宜，根据《中华人民共和国公司法》（以下简称《公司法》）、 《上市公司股东会规则》等法律、法规、规章和其他规范性文件以及《杭州迪普 科技股份有限公司章程》（以下简称《公司章程》）的有关规定，出具本法律意 见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律业务 管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定，严格履行 了法定职责，遵循了勤勉尽责和诚实信用原则，对本次股东会所涉及的相关事项 进行了必要的 ...

Group 1 - The company, Deep Technology, responded to investor inquiries on August 18, indicating that the resolutions and execution of commitments by the actual controller have been detailed in announcements [1] - Investors are advised to review the company's disclosed announcements or reports for more information [1] - The company emphasizes the importance of cautious decision-making and awareness of investment risks [1]

Core Viewpoint - Dipu Technology (300768.SZ) currently does not have domestically produced 800G/1.6T switches available [1] Company Summary - Dipu Technology has communicated through its investor interaction platform that it does not possess 800G/1.6T domestic switches at this time [1]