启明星辰董事长袁捷首次亮相投资者交流活动现场 新质生产力安全需求受关注

Group 1 - The new chairman of the company, Yuan Jie, highlighted the current trends and future opportunities in the cybersecurity industry, noting that while traditional cybersecurity business growth is limited, the demand for high-quality cybersecurity capabilities is increasing [2] - The company sees significant long-term growth potential in the cybersecurity industry, driven by technological advancements and a widening market landscape [2][3] - The recent government policy document, "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Actions," emphasizes the need to enhance security capabilities, which is expected to create structural growth opportunities for the cybersecurity industry [4] Group 2 - The company’s strategic advantages are summarized as a "three-in-one" approach: deepening collaboration with China Mobile, enhancing high-quality security capabilities, and strengthening innovation and management efficiency [3] - The company anticipates that AI-related security investments will account for 5% to 15% of the overall incremental investments driven by the new policy, with growth stemming from AI empowerment in security, ensuring the safety of AI technologies, and protecting emerging AI applications [4] - The artificial intelligence security market is expected to develop rapidly with high collaboration, and the company has established a significant first-mover advantage in key areas such as model evaluation and access control since February 2024 [5]