Core Viewpoint - The company believes that despite short-term challenges in the cybersecurity industry, the long-term potential remains strong due to the increasing demand for innovative security capabilities integrated with information technology applications and business scenarios [1] Group 1: Industry Outlook - The cybersecurity industry is currently facing limitations in traditional business growth and pressure on products and services [1] - There is a growing demand for high-quality innovative security capabilities as cybersecurity integrates more with information technology applications and business scenarios [1] Group 2: Company Strategy - The company is deepening its strategic collaboration with China Mobile, focusing on new areas such as "AI + security," cloud security, and 5G security [1] - The company aims to enhance the quality of related transactions with China Mobile, emphasizing the value of security products and improving overall gross margin levels, even if it means sacrificing some low-margin projects [1] - Following the appointment of a new chairman, the company is committed to advancing its strategic collaboration with China Mobile and proactively exploring new opportunities in the AI security sector [1]
启明星辰:公司坚信网络安全产业韧性强、潜力大,长期向好的基本面不变