360 Security Technology (SH:601360) Zhong Guo Zheng Quan Bao·2025-08-09 00:44Core Viewpoint - The integration of security and AI is essential for the future of digitalization, with 360 Group focusing on a dual development strategy of security and AI to drive transformation in the security industry [1][2]. Group 1: AI and Security Integration - 360 Group emphasizes that without AI capabilities, analyzing security big data is impossible [2]. - The company has developed AI search products and aims to combine AI with security to address new challenges posed by AI [2]. - The emergence of large models is seen as a milestone in AI development, but their application in enterprises has been limited due to insufficient reasoning capabilities and lack of independent operational abilities [2]. Group 2: Development of Intelligent Agents - Intelligent agents are viewed as an evolution of large models, addressing two main issues: autonomous understanding of tasks and the ability to use various tools through standardized APIs [2][3]. - The company predicts that general intelligent agents will be difficult to achieve, while specialized intelligent agents will be more viable [3]. - The development of intelligent agents will require collaboration among multiple foundational models and specialized knowledge [3]. Group 3: Multi-Agent Swarm Concept - 360 Group has introduced the concept of a "multi-agent swarm," which allows multiple intelligent agents to collaborate on complex tasks, enhancing their capabilities beyond individual agents [4]. - The performance of the multi-agent swarm has been impressive, achieving a task success rate of 95.4% [4]. - The company aims to provide the necessary infrastructure for enterprises to build their own intelligent agents and multi-agent swarms through its intelligent agent factory [4]. Group 4: Impact on Cybersecurity - Intelligent agents are expected to serve as virtual security experts, allowing companies to deploy numerous security agents to address talent shortages [5]. - The year 2025 is anticipated to be a pivotal year for the emergence of security intelligent agents [5]. - However, there are concerns that intelligent agents could also be exploited by hackers, leading to a new form of cyber warfare where machines and algorithms play a significant role [5].