证券代码：300768 证券简称：迪普科技 公告编号：2025-004 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。 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（以下合称 "公司"）于近期取得专利及计算机软件著作权情况如下： 杭州迪普科技股份有限公司 关于取得专利及计算机软件著作权的公告 | 序号 | 类型 | 专利名称 | 专利号 | 专利申请日 | 证书号 | | --- | --- | --- | --- | --- | --- | | 1 | 发明 | 用于框式设备线卡调试的方法 及系统 | ZL202210088597.4 | 2022/1/25 | 7725607 | | 2 | 发明 | 一种端口状态控制方法及装置 | ZL202310115564.9 | 2023/2/10 | 7625738 | | 3 | 发明 | 报文数据解析方法、装置及设 备 | ZL202111273061.1 | 2021/10/29 | 7573139 | | 4 | 发明 | 一种生成 SNMP 响应报文的方法 及装置 | ZL2021110 ...

Summary of Conference Call Company and Industry Overview - The conference call involved **Deep Technology (迪普科技)**, focusing on the **AI security** sector within the **computer industry**. The discussion highlighted the importance of AI in enhancing existing business structures and creating new business models and opportunities in various scenarios [1][2][7]. Key Points and Arguments 1. **AI Security as a Critical Sector**: The call emphasized that AI security is a crucial area, especially with the privatization of large models, which necessitates a focus on data security for enterprises [1][7]. 2. **Early Adoption of Security Models**: Deep Technology has been proactive in developing security models, particularly in situational awareness and data security, which are essential for private deployments in both enterprise and government sectors [1][7]. 3. **Integration of AI in Traditional Products**: The company is integrating AI into traditional security products, such as DDoS protection and next-generation firewalls, to adapt to changing application scenarios and defense methods [5][6]. 4. **Operational Efficiency through AI**: The implementation of AI tools is expected to enhance internal efficiency, leading to a reduction in workforce while maintaining overall investment levels in R&D [5][6]. 5. **Expansion of Computing Power Networks**: Deep Technology has been expanding its capabilities in computing power networks, which are essential for supporting AI applications and traditional data center demands [6][7]. 6. **Market Recovery and Growth**: The company reported a recovery in performance starting in 2022, with expectations for revenue growth in 2024, driven by strategic investments and market demand [7][8]. 7. **AI's Impact on Industry Transformation**: The call highlighted that AI is expected to bring significant changes to the industry, with Deep Technology committed to further investments in AI to enhance product offerings [7][8]. 8. **Client Feedback and Product Effectiveness**: The company has received positive feedback from clients regarding its AI-enabled products, particularly in data security and situational awareness, which have shown improved effectiveness compared to traditional solutions [16][17]. Additional Important Insights 1. **Challenges in Demand Forecasting**: The company acknowledged difficulties in quantifying the exact demand for AI-related security products due to the evolving nature of the market and the need for comprehensive data [28][29]. 2. **Regulatory and Event-Driven Demand**: The demand for AI security solutions is expected to be influenced by regulatory changes and incidents related to security breaches, which could accelerate the adoption of these technologies [33][34]. 3. **Strategic Partnerships**: Deep Technology is focusing on strategic partnerships with larger firms to enhance its market presence and product offerings, particularly in the context of computing power centers [19][22]. 4. **Future Workforce Planning**: The company plans to optimize its workforce by reducing headcount while increasing efficiency through AI tools, indicating a shift in operational strategy [27][30]. This summary encapsulates the key discussions and insights from the conference call, highlighting the strategic direction and market positioning of Deep Technology in the AI security landscape.

证券代码：300768 证券简称：迪普科技 公告编号：2025-003 一、回购公司股份的实施情况 1.2024 年 1 月 23 日，公司首次通过股票回购专用证券账户以集中竞价交易方式回 购公司股份并披露了《关于首次回购股份的公告》（公告编号：2024-006），具体内容 详 见 深 圳 证 券 交 易 所 网 站 （ http://www.szse.cn ） 及 巨 潮 资 讯 网 （http://www.cninfo.com.cn）披露的相关公告。 2.回购期间，公司按规定在每个月的前三个交易日内披露截至上月末的回购进展情 况，并于 2024 年 2 月 27 日披露《关于回购股份比例达到 1%暨回购股份进展的公告》 （公告编号：2024-008），2024 年 5 月 14 日披露《2023 年年度权益分派实施公告》（公 告编号：2024-037）按照回购方案对回购价格上限进行相应调整，具体内容详见公司在 深圳证券交易所网站（http://www.szse.cn）及巨潮资讯网（http://www.cninfo.com.cn） 披露的相关公告。 3.截至 2025 年 1 月 21 日，公司通过回购专 ...

证券代码：300768 证券简称：迪普科技 公告编号：2024-063 一、股东减持情况 1.股东减持股份情况 | 股东名称 | 减持方式 | | 减持期间 | | | | 减持均价 | 减持股数 | 减持股数占总股 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | （元/股） | （股） | 本的比例（%） | | 周顺林 | 集中竞价交易 | 2024 | 年 9 | 10 | 月 | 日至 | 18.76 | 4,987,900 | 0.79 | | | | 2024 | 年 | 12 | 月 | 16 日 | | | | 杭州迪普科技股份有限公司 关于持股5%以上股东周顺林减持计划实施完成的公告 持股5%以上股东周顺林保证向本公司提供的信息内容真实、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。 杭州迪普科技股份有限公司（以下简称"公司"）于2024年9月6日披露了《关于持 股5%以上股东周顺林减持股份预披露公告》（公告编 ...

证券代码：300768 证券简称：迪普科技 公告编号：2024-062 杭州迪普科技股份有限公司 （1）自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项发生之 日或者在决策过程中，至依法披露之日内； （2）中国证监会和深圳证券交易所规定的其他情形。 关于股份回购进展情况的公告 本公司及董事会全体成员保证信息披露内容的真实、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（以下简称"公司"）于 2024 年 1 月 22 日召开第三届 董事会第四次会议和第三届监事会第四次会议，逐项审议通过了《关于回购公司股份方 案的议案》。公司计划使用不低于 0.5 亿元，不高于 1.0 亿元的自有资金以集中竞价交 易方式回购公司部分股份，用于实施员工持股计划或股权激励。具体内容详见公司在深 圳证券交易所网站（http://www.szse.cn）及巨潮资讯网（http://www.cninfo.com.cn） 披露的《关于回购公司股份方案的公告》（公告编号：2024-003）、《回购报告书》（公 告编号：2024-004）等文件。 根据《深圳证券交易所上市公司自律监管指引第 9 号—— ...

证券代码：300768 证券简称：迪普科技 公告编号：2024-061 杭州迪普科技股份有限公司 关于持股5%以上股东周顺林减持公司股份超过1%的公告 持股5%以上股东周顺林保证向本公司提供的信息内容真实、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。 特此公告。 信息披露义务人：周顺林 | 1.基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人 周顺林 | | | | | 住所 | 北京市海淀区**小区**楼 | | | | 2022 权益变动时间 | 年 8 月 5 日至 2022 年 | 11 月 22 | 日，2024 年 10 月 9 日至 2024 | | 年 11 | 月 26 日 | | | | 股票简称 迪普科技 | 股票代码 | | 300768 | | 变动类型 增加□ 减少 | 一致行动人 | | 有□ 无 | | （可多选） | | | | | 是否为第一大股东或实际控制人 | | | 是□ 否 | | 2.本次权益变动情况 | | | | | 股份种类（A 股 ...

Investment Rating - The investment rating for the company is "Outperform the Market" [2] Core Views - The company has shown steady growth in revenue and net profit in the first three quarters, with revenue of 819 million yuan, up 13.78%, and net profit attributable to shareholders of 92 million yuan, up 37.73% [5] - The demand for cybersecurity is increasing, and the company is well-positioned to benefit from this trend due to its leading position in network security hardware and AI technology [7] - The company has established strong partnerships with major players in the power sector, enhancing its market presence [6] Summary by Sections Financial Performance - In Q3, the company reported revenue of 317 million yuan, an increase of 14.01%, and a net profit of 40 million yuan, up 45.76% [5] - The gross margin for Q3 was 65.14%, down 4.54 percentage points, while the net margin increased by 2.77 percentage points to 12.73% [5] - The company expects revenues of 1.22 billion yuan, 1.46 billion yuan, and 1.73 billion yuan for 2024, 2025, and 2026, respectively, with corresponding net profits of 163 million yuan, 207 million yuan, and 263 million yuan [7][9] Market Position - The company's DDoS protection products are widely used across various sectors, including government and finance, and it ranks third in the domestic market for hardware DDoS products [5] - The company has launched a "self-secured optical network solution" with leading performance metrics, achieving throughput of up to 800G [6] Cost Management - The company has optimized its expense ratios, with sales, management, financial, and R&D expense ratios at 36.68%, 3.63%, -3.85%, and 23.36%, respectively [6]

Investment Rating - The report maintains a "Buy" rating for the company [1][2]. Core Views - The company achieved a revenue of 819 million yuan in the first three quarters of 2024, representing a year-on-year growth of 13.78%. The net profit attributable to the parent company was 92 million yuan, up 37.73% year-on-year, while the net profit excluding non-recurring items was 81 million yuan, reflecting a growth of 33.30% [1]. - The company's performance showed steady growth with improved cash flow. In Q3 2024, the company recorded a revenue of 317 million yuan, a year-on-year increase of 14.01%. The net profit attributable to the parent company was 40 million yuan, up 45.76% year-on-year, and the net profit excluding non-recurring items was 35 million yuan, growing by 34.59% [1]. - Effective cost control was noted, with the sales, management, and R&D expense ratios at 37.66%, 4.02%, and 24.70%, respectively. The overall gross margin was 67.23%, maintaining a reasonable range despite a slight year-on-year decrease of 1.10 percentage points [2]. - The company is deepening its focus on value industries and expanding into new business scenarios. The government sector is benefiting from national policies, while demand in telecommunications, energy, and finance sectors is increasing. The company plans to continue its strategic expansion in these areas [2]. - Profit forecasts indicate that the net profit attributable to the parent company is expected to be 165 million yuan, 202 million yuan, and 243 million yuan for 2024, 2025, and 2026, respectively [2]. Financial Summary - For 2024, the expected revenue is projected at 1.226 billion yuan, with a year-on-year growth of 18.5%. The net profit attributable to the parent company is forecasted to be 165 million yuan, reflecting a growth of 30.5% [4]. - The gross margin is expected to remain stable, with a projected return on equity (ROE) of 5.0% in 2024, increasing gradually to 6.8% by 2026 [4].

证券代码：300768 证券简称：迪普科技 公告编号：2024-060 杭州迪普科技股份有限公司 关于股份回购进展情况的公告 本公司及董事会全体成员保证信息披露内容的真实、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(以下简称"公司")于 2024 年 1 月 22 日召开第三届董 事会第四次会议和第三届监事会第四次会议，逐项审议通过了《关于回购公司股份方案 的议案》。公司计划使用不低于 0.5 亿元，不高于 1.0 亿元的自有资金以集中竞价交易 方式回购公司部分股份，用于实施员工持股计划或股权激励。具体内容详见公司在深圳 证券交易所网站（http://www.szse.cn）及巨潮资讯网（http://www.cninfo.com.cn） 披露的《关于回购公司股份方案的公告》（公告编号：2024-003）、《回购报告书》（公 告编号：2024-004）等文件。 一、回购股份的进展情况 截至 2024 年 10 月 31 日，公司通过回购专用证券账户以集中竞价交易方式累计回 购公司股份 7,985,477 股，占公司现有总股本的 1.24%，最高成交价为 12.50 元/股，最 ...

证券代码：300768 证券简称：迪普科技 公告编号：2024-059 杭州迪普科技股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、公司股票交易异常波动的情况 杭州迪普科技股份有限公司（以下简称"公司"）股票于2024年10月25日和2024年 10月28日连续两个交易日收盘价格涨幅偏离值累计超过30%，根据深圳证券交易所相关 规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票交易异常波动情况，公司董事会就相关事项进行了核实，现将有关情 况说明如下： 2.公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响 的未公开重大信息。 3.公司目前经营情况及内外部经营环境未发生重大变化。 4.公司、控股股东和实际控制人不存在关于公司应披露而未披露的重大事项或处于 筹划阶段的重大事项。 5.公司控股股东、实际控制人在股票异常波动期间不存在买卖公司股票的行为。 6.公司不存在违反公平信息披露规定的情形。 三、是否存在应披露而未披露信息的说明 公司董事会确认，截至本公告日，公司目前没有 ...