Zhong Guo Zheng Quan Bao·2025-11-01 01:26Core Insights - Several publicly listed cybersecurity companies reported third-quarter earnings, with some achieving revenue growth or reduced losses in the first three quarters of the year. Embracing AI technology and exploring diverse business scenarios are key strategies for these companies to enhance quality and drive transformation [1][2]. Exploring Diverse Scenarios - Companies like 360 achieved revenue of 6.068 billion yuan, an 8.18% year-on-year increase, while net losses narrowed to 122 million yuan from 579 million yuan, a reduction of approximately 78.93% [2]. - Green Alliance Technology reported revenue of 1.28 billion yuan, a slight increase year-on-year, with net losses of 196 million yuan, a reduction of 39.85% [2]. - Companies are expanding into new markets such as satellite internet and industrial control to explore incremental growth opportunities [2]. - Shengbang Security is focusing on low-altitude economy and satellite internet, winning contracts in these new sectors [2]. - The number of vessels using satellite internet in the marine sector surged from 500 in 2022 to 75,000 recently, while the number of aircraft adapted for satellite use is expected to grow from 160 in 2024 to 2,000 in 2025 [2]. AI-Driven Industry Transformation - AI has become a mainstream tool for efficiency in the cybersecurity industry, with 97% of surveyed companies using or planning to deploy AI-enabled solutions [4]. - 87% of industry experts expect AI to enhance efficiency, and 80% report that AI has improved their team's productivity [4]. - Companies like Qi An Xin are leveraging AI to enhance detection accuracy and reduce costs, with over 90% usage of AI code assistants [4]. - The AISOC intelligent operation model has been shown to reduce average threat detection and assessment times while improving alert recognition rates [4]. Continuous Investment in Innovation - Companies are investing in technology innovation to enhance competitiveness, with Shengbang Security's R&D expenditure reaching 66.65 million yuan, a 22.98% increase year-on-year, accounting for 42.90% of revenue [8]. - Qi An Xin's R&D investment totaled 835 million yuan, representing 29.41% of revenue, focusing on proactive defense and privacy computing [8]. - The rapid development of large models is reshaping the cybersecurity landscape, accelerating the implementation of proactive defense systems [7].