入选供应商：杭州迪普科技股份有限公司、北京信安世纪科技股份有限公司 采购价格：7,262,396 元 合同确定的采购数量：104 台 2026 年 2 月 25 日，中国建设银行股份有限公司发布《应用安全网关（高端国芯、高端国产）》采购结果。 采购方式：竞争性磋商 候选供应商： 北京信安世纪科技股份有限公司 深信服科技股份有限公司 杭州迪普科技股份有限公司 北京江南天安科技有限公司 北京天融信网络安全技术有限公司 新华三技术有限公司 入选供应商：杭州迪普科技股份有限公司、北京信安世纪科技股份有限公司 采购价格：7,262,396 元 合同确定的采购数量：104 台 2026 年 2 月 25 日，中国建设银行股份有限公司发布《应用安全网关（高端国芯、高端国产）》采购结果。 采购方式：竞争性磋商 候选供应商： 北京信安世纪科技股份有限公司 深信服科技股份有限公司 杭州迪普科技股份有限公司 北京江南天安科技有限公司 北京天融信网络安全技术有限公司 新华三技术有限公司 ...

2月12日，迪普科技涨0.31%，成交额1.36亿元。两融数据显示，当日迪普科技获融资买入额1293.34万 元，融资偿还1435.00万元，融资净买入-141.66万元。截至2月12日，迪普科技融资融券余额合计3.27亿 元。 融资方面，迪普科技当日融资买入1293.34万元。当前融资余额3.26亿元，占流通市值的2.62%，融资余 额超过近一年60%分位水平，处于较高位。 机构持仓方面，截止2025年9月30日，迪普科技十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股390.87万股，相比上期减少349.02万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，杭州迪普科技股份有限公司位于浙江省杭州市滨江区月明路595号迪普科技，成立日期2008 年5月28日，上市日期2019年4月12日，公司主营业务涉及从事企业级网络通信产品的研发、生产、销售 以及为用户提供相关专业服务。主营业务收 ...

Group 1 - The core viewpoint of the news is that Dipu Technology has seen a significant increase in its stock price, rising 1.95% to 19.30 CNY per share, with a total market capitalization of 12.426 billion CNY and a cumulative increase of 6.63% over three consecutive days [1] - Dipu Technology, established on May 28, 2008, and listed on April 12, 2019, specializes in the research, production, and sales of enterprise-level network communication products, with its main business revenue composition being 64.81% from network security products, 34.23% from application delivery and network products, and 0.96% from other sources [1] Group 2 - Wan Jia Fund has a significant holding in Dipu Technology, with its Wan Jia Growth Mixed Fund (161914) increasing its stake by 300,000 shares, representing 8.33% of the fund's net value, making it the seventh-largest holding [2] - The Wan Jia Growth Mixed Fund has achieved a year-to-date return of 10.58% and a one-year return of 21.35%, ranking 1360 out of 8884 and 4903 out of 8127 in its category, respectively [2] - The fund manager, Huang Xingliang, has a tenure of 12 years and 4 days, with the fund's total asset size at 13.87 billion CNY and a best return of 164.61% during his management period [2]

经济观察网迪普科技（300768）近期在技术研发、市场资金及财务业绩方面有最新动态。 产品研发进展 2026年1月10日，迪普科技公告取得5项网络安全发明专利，技术方向涵盖数据传输、威胁分析、自动化 渗透测试等核心环节。 资金面情况 2026年2月初，迪普科技出现资金面波动。例如，2月4日股价下跌2.05%，主力资金净流出709.70万元， 换手率较低。同时，2月2日融资余额为3.33亿元，处于近一年较高水平。 业绩经营情况 以上内容基于公开资料整理，不构成投资建议。 公司最近一期财务报告为2025年第三季度报告，显示前三季度营业收入8.71亿元，同比增长6.28%，归 母净利润9360.02万元，同比增长1.32%。 行业政策现状 在2025年8月的投资者关系活动中，公司强调逆势扩张战略，聚焦运营商和金融市场，并加快AI及算力 网络布局。行业层面，软件开发板块近期表现强劲，但高估值需关注业绩兑现风险。 ...

Core Insights - The firewall market in China is steadily growing, with the market size expected to increase from $1.17 billion in 2016 to $3.02 billion by 2025, and projected to reach $3.156 billion in 2026 [2][7][20] - The growth is driven by policy support, increasing market demand, and technological advancements, particularly with the deployment of 5G, private networks, and industrial internet [2][15] - The rise of edge computing is increasing the demand for lightweight firewalls, and customized firewall products for scenarios like IoT and smart cities are expected to emerge [2][15] Firewall Industry Definition and Classification - A firewall is an access control product that creates barriers between internal networks and insecure external networks, preventing unauthorized access and attacks [3][16] - Firewalls can be categorized based on technology into traditional firewalls, Unified Threat Management (UTM) firewalls, Next-Generation Firewalls (NGFW), and AI firewalls [5][18] - They can also be classified by form into software firewalls, hardware firewalls, and chip-level firewalls [5][18] Current Development Status - The firewall industry is characterized as a critical component of IT infrastructure, acting as a gatekeeper for network security [7][20] - The market is experiencing steady growth due to supportive policies and increasing technological advancements [7][20] Industry Value Chain - The upstream of the firewall industry includes basic hardware (chips, hard drives, network cards, etc.) and basic software (BIOS, operating systems, encryption) [9][22] - The midstream consists of firewall products, while the downstream applications span various sectors including government, finance, telecommunications, energy, education, healthcare, transportation, and aerospace [9][22] Key Companies - Notable listed companies in the firewall sector include Sangfor Technologies (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) [2][15]

同壁财经讯，企查查数据显示，根据《中国人寿保险股份有限公司研发中心2026-2027年安全测试方向 现场技术服务项目中标结果公示》，杭州迪普科技股份有限公司于2026年2月3日公告中标中国人寿保险 股份有限公司研发中心采购项目，中标金额为219.95万元。 相关上市公司：迪普科技(300768.SZ) 同壁财经小贴士： 迪普科技（300768.SZ）2024年营业收入为11.55亿元，营业收入增长率为11.68%，归属母公司净利润为 1.61亿元，归属母公司净利润增长率为27.26%，净资产收益率为4.95%。 2025年上半年公司营业收入为5.51亿元，营业收入增长率为9.59%，归属母公司净利润为0.52亿元，归 属母公司净利润增长率为0.17%。 同壁财经小贴士： 迪普科技（300768.SZ）2024年营业收入为11.55亿元，营业收入增长率为11.68%，归属母公司净利润为 1.61亿元，归属母公司净利润增长率为27.26%，净资产收益率为4.95%。 2025年上半年公司营业收入为5.51亿元，营业收入增长率为9.59%，归属母公司净利润为0.52亿元，归 属母公司净利润增长率为0.17%。 目前 ...

Group 1 - The core viewpoint of the news is that Dipu Technology's stock performance and financial metrics indicate a mixed outlook, with a slight decline in stock price and fluctuations in financing activities [1][2]. - On February 2, Dipu Technology's stock fell by 1.67%, with a trading volume of 97.25 million yuan. The financing buy-in amount was 6.27 million yuan, while the financing repayment was 9.75 million yuan, resulting in a net financing buy of -3.48 million yuan [1]. - As of February 2, the total balance of margin trading for Dipu Technology was 334 million yuan, with the financing balance accounting for 2.84% of the circulating market value, indicating a high level compared to the past year [1]. Group 2 - As of September 30, the number of shareholders for Dipu Technology increased by 8.82% to 26,700, while the average circulating shares per person decreased by 8.10% to 15,774 shares [2]. - For the period from January to September 2025, Dipu Technology achieved an operating income of 871 million yuan, representing a year-on-year growth of 6.28%, and a net profit attributable to the parent company of 93.60 million yuan, up by 1.32% year-on-year [2]. - Since its A-share listing, Dipu Technology has distributed a total of 313 million yuan in dividends, with 152 million yuan distributed over the past three years [3].

证券代码：300768 证券简称：迪普科技 公告编号：2026-004 杭州迪普科技股份有限公司 关于分公司完成工商登记变更的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 杭州迪普科技股份有限公司上海分公司因业务经营需要，对负责人进行了变更，并 于近日完成工商登记变更手续，取得中国(上海)自由贸易试验区市场监督管理局换发的 《营业执照》。 一、本次变更的具体内容 | 变更前 | 变更后 | | --- | --- | | 负责人：陈捷 | 负责人：谢符飞 | 除上述变更外，其他工商登记信息不变。本次工商变更不会对上海分公司的生产经 营活动产生实质影响。 二、变更后的工商登记信息 名称：杭州迪普科技股份有限公司上海分公司 类型：股份有限公司分公司（上市、自然人投资或控股） 负责人：谢符飞 成立日期：2022年06月15日 经营场所：中国（上海）自由贸易试验区世纪大道1777号8层H室 经营范围：一般项目：网络设备销售；计算机软硬件及辅助设备批发；通信设备销 售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动） 特此公告。 杭州迪普科技股份有限公 ...

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].

（编辑 姚尧） 证券日报网讯 1月21日，迪普科技发布公告称，杭州迪普科技股份有限公司及全资子公司杭州迪普信息 技术有限公司于近日收到浙江省经济和信息化厅、浙江省财政厅、国家税务总局浙江省税务局批准的 《高新技术企业证书》。 ...