证券代码：601360 证券简称：三六零 公告编号：2025-028 号 三六零安全科技股份有限公司2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 16 日的2024年年度股东大会审议通过。 二、分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 重要内容提示： 每股分配比例 A 股每股现金红利0.1元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/5/29 | － | 2025/5/30 | 2025/5/30 | 差异化分红送转： 否 公司控股股东天津奇信志成科技有限公司、实际控制人周鸿祎先生、5%以上股东胡欢女 士的现金红利由公司按照中国结算上海 ...

Core Insights - The AI search market in China has become increasingly competitive, with major players like Baidu, Quark, and Tencent entering the fray, leading to a significant shift in market dynamics [1][3][6] - Quark has emerged as a strong competitor, leveraging its association with Alibaba and achieving a daily active user (DAU) count of 34 million, challenging Baidu's long-standing dominance [3][4] - 360's Nano AI search has struggled to gain traction, with its peak DAU only reaching a few million, indicating a significant gap compared to Baidu and Quark [4][8] Market Dynamics - The AI search landscape has seen a resurgence of competition reminiscent of the past, with Quark and Baidu engaging in direct rivalry, while 360's entry has not significantly impacted the market [3][4] - Tencent has officially launched its upgraded QQ browser, incorporating AI features and positioning itself as a direct competitor to Quark, further intensifying the competition among the major players [6][7] - The lack of a clear technological barrier among the major players (Baidu, Alibaba, Tencent) suggests that differentiation will be challenging, as their underlying AI models do not exhibit significant differences [7][9] Company Strategies - 360's Nano AI search is focusing on integrating with DeepSeek and building its knowledge base, but it faces challenges in gaining visibility and user engagement [4][8] - Meita AI search and Tiangong AI are struggling to maintain relevance in the competitive landscape, with Meita's functionality being limited and facing potential exclusion from the market [4][8] - Companies like Meita are pivoting towards vertical search engines in specific sectors like law and finance, attempting to carve out niche markets to survive against larger competitors [16] Future Outlook - The AI search market is expected to continue evolving, with companies needing to establish technological barriers or focus on specialized niches to remain competitive [9][16] - The emphasis on marketing and user engagement will be crucial for companies like 360 and Meita, which are currently lagging behind in user acquisition and brand recognition [18] - The industry is moving towards a more agent-based model, with the potential for new entrants to disrupt the market if they can offer unique value propositions [17][18]

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of May 23, 2025, highlighting significant players in the industry [1]. Group 1: Market Capitalization Rankings - Xiaomi Group ranks 4th with a market capitalization of 1754.49 billion [3]. - Pinduoduo follows in 5th place with a market capitalization of 1700.74 billion [3]. - Meituan is ranked 6th with a market capitalization of 1086.84 billion [3]. - JD.com holds the 8th position with a market capitalization of 485.64 billion [4]. - Dongfang Caifu is in 9th place with a market capitalization of 468.01 billion [4]. - SMIC (Semiconductor Manufacturing International Corporation) ranks 10th with a market capitalization of 428.82 billion [4]. Group 2: Additional Notable Companies - Li Auto is ranked 11th with a market capitalization of 306.9 billion [4]. - Baidu is in 12th place with a market capitalization of 289.01 billion [4]. - Kuaishou is ranked 13th with a market capitalization of 268.52 billion [4]. - Tencent Music holds the 14th position with a market capitalization of 262.23 billion [4]. - Beike ranks 15th with a market capitalization of 219.97 billion [4]. - XPeng Motors is in 16th place with a market capitalization of 195.11 billion [4]. Group 3: Lower Rankings - 36Kr Holdings is ranked 21st with a market capitalization of 99.46 billion [5]. - NIO is in 22nd place with a market capitalization of 87.87 billion [5]. - New Oriental Education ranks 23rd with a market capitalization of 76.79 billion [5]. - Bilibili is in 24th place with a market capitalization of 76.7 billion [5]. - Vipshop is ranked 25th with a market capitalization of 74.92 billion [5]. - Kingsoft is in 26th place with a market capitalization of 69.3 billion [5].

Group 1 - Taobao has launched a "desktop version" client for PC devices, featuring an "AI shopping assistant" that offers personalized shopping services based on Qwen3 and DeepSeek [1] - The competition for traffic during the 618 shopping festival has intensified with the entry of new players like Douyin e-commerce and Meituan Flash Purchase, prompting Taobao to focus on the PC segment [4] - The AI PC wave is being driven by major players including Intel, Lenovo, and Microsoft, with a significant increase in AI-related software consumption on PC platforms [5] Group 2 - The global shipment of AI PCs is projected to reach 114 million units by 2025, representing a 165.5% increase from 2024, as the PC becomes a core beneficiary of the AI industrialization wave [5] - The PC is identified as the primary terminal for AI applications due to its superior processing power and ability to handle complex tasks more efficiently than mobile devices [5][12] - 360 Software Manager has become a key player in the PC distribution ecosystem, achieving over 100 million monthly active users and positioning itself as a "super distribution platform" for PC applications [8][10] Group 3 - The PC distribution landscape is evolving, with 360 Software Manager leveraging a "three-ring traffic matrix" to integrate various traffic sources and enhance user acquisition efficiency [10] - The fragmentation of the PC ecosystem has increased the importance of centralized distribution, as developers face challenges in reaching users across diverse platforms [12] - The cost of acquiring users on the PC is significantly lower than on mobile, with PC user acquisition costs being only 53% of mobile costs, making it an attractive market for developers [15][14] Group 4 - 360 Software Manager offers a variety of distribution models, including partnerships and performance-based payment options, allowing developers to efficiently reach their target audiences [17] - The platform has successfully implemented targeted marketing strategies, such as collaborations with Tencent Video, resulting in substantial increases in software exposure and downloads [20] - The rise of AI applications has shifted the focus of software developers towards the PC, as the demand for PC-based AI tools continues to grow [13][14]

Core Insights - The article discusses the development and comparison of multimodal large models, emphasizing the integration of visual and language components to enhance understanding and generation capabilities in AI systems [1][7]. Multimodal Model Types - The mainstream approach for visual and language multimodal models involves using pre-trained large language models and image encoders, connected through a feature alignment module to enable deeper question-answer reasoning [1]. - CLIP, developed by OpenAI, utilizes a contrastive learning method to connect image and text feature representations, allowing for zero-shot classification by calculating cosine similarity between text and image embeddings [2]. - Flamingo, introduced in 2022, combines visual and language components, enabling text generation based on visual and textual inputs, and includes various datasets for training [5]. - BLIP, proposed by Salesforce in 2022, aims to unify understanding and generation capabilities for visual language tasks, enhancing model performance through self-supervised learning and addressing complex tasks like image generation and visual question answering [7]. - LLaMA integrates a visual encoder (CLIP ViT-L/14) with a language decoder, utilizing generated data for instruction fine-tuning, ensuring that visual and language tokens exist in the same feature space [8].

| 25 | | 唯品会 | 74.35 | | | --- | --- | --- | --- | --- | | 26 | | 金山软件 | 70.28 | 1 t | | 27 | | 好未来 | 65.64 | 11 | | 28 | | 用友网络 | 62.32 | 1 t | | 29 | | 同程旅行 | 60.51 | 1 t | | 30 | | 润和软件 | 58.66 | 14 | | 31 | | 万国数据 | 57.64 | 1 t | | 32 | | 奇富科技 | 57.16 | 2 1 | | 33 | | 金蝶国际 | 56.57 | | | 34 | KUNLUN | 昆仑万维 | 56.11 | 4 1 | | 35 | Ditte | 柏楚电子 | 55.85 | | | 36 | | 拓维信息 | 54.35 | | | 37 | | 中国软件 | 52.37 | 3 1 | | 38 | | 常山北明 | 51.74 | 11 | | 39 | | 恺英网络 | 47.93 | 2 ↑ | | 40 | | 三七互娱 | 45.05 | 2 1 | | 41 | | ...

三六零安全科技股份有限公司 关于聘任董事会秘书的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 证券代码：601360 证券简称：三六零 公告编号：2025-027号 截至本公告披露日，张海龙先生未持有公司股票，与公司控股股东、实际控 制人、持股 5%以上的股东以及其他董事、监事、高级管理人员不存在关联关系； 未受过中国证监会及其他有关部门的处罚和上海证券交易所惩戒；不存在《公司 法》《上海证券交易所股票上市规则》及《公司章程》等规定的不得担任董事会 秘书的情形。 特此公告。 三六零安全科技股份有限公司董事会 附件： 张海龙先生简历 张海龙，男，中国国籍，无境外永久居留权，1977 年 11 月出生，本科学历， 中国注册会计师非执业会员，中央财经大学会计学院研究生客座导师，中国上市 公司协会第三届财务总监专业委员会委员。2004 年 12 月到 2014 年 4 月，任德 勤华永会计师事务所北京分所、美国圣何塞分所、审计员、审计经理、高级审计 经理；2014 年 4 月至 2018 年 2 月，任奇虎三六零财务部报表组负 ...

证券代码：601360 证券简称：三六零 公告编号：2025-027号 三六零安全科技股份有限公司 关于聘任董事会秘书的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 三六零安全科技股份有限公司（以下简称"公司"）于 2025 年 5 月 20 日召 开第七届董事会第九次会议，以 5 票同意、0 票反对、0 票弃权审议通过了《关 于聘任公司董事会秘书的议案》。经公司董事长周鸿祎先生提名，公司提名与薪 酬委员会资格审核无异议，董事会同意聘任张海龙先生为公司董事会秘书，任期 自董事会审议通过之日起至第七届董事会任期届满为止。 张海龙先生（简历详见附件）已取得上海证券交易所董事会秘书任职培训证 明，具备履行董事会秘书职责所必须的法律、财务、管理等专业知识和所需的工 作经验，具有良好的职业道德和个人品质，其任职资格符合《中华人民共和国公 司法》《上海证券交易所股票上市规则》等法律法规和规范性文件的有关规定。 截至本公告披露日，张海龙先生未持有公司股票，与公司控股股东、实际控 制人、持股 5%以上的股东以及其他董事、监事、高级管理 ...

截至2025年5月21日 13:25，中证软件服务指数下跌0.48%。成分股方面涨跌互现，中科软领涨1.32%，中科星图上涨1.27%，润和软件上涨1.10%；光环新网 领跌，拓维信息、石基信息跟跌。软件ETF(159852)下修调整。 流动性方面，软件ETF盘中换手1.87%，成交5369.73万元。拉长时间看，截至5月20日，软件ETF近1月日均成交1.87亿元，排名可比基金第一。 规模方面，软件ETF近1月规模增长1.55亿元，实现显著增长，新增规模位居可比基金第一。份额方面，软件ETF近1月份额增长1.92亿份，实现显著增长， 新增份额位居可比基金第一。 中信建投研报称，Agent进展迅速，AI产业链趋势有望持续向上。1）AI模型及技术持续迭代，利好有数据、有客户、有场景的软件企业，AI产品有望带动 公司ARPU提升和项目单价上升，继续看好ERP和政府方向率先落地订单和产品。2）模型私有化需求增加，利好一体机、超融合和B端服务外包企业。a） 推荐服务器、一体机、超融合等相关标的；b）金融、政府、能源等依赖软件定制较多的领域；c）算力租赁和IDC的标的亦值得关注。 数据显示，截至2025年4月30日，中 ...

Group 1: Overview of AI Development in China and the US - The article highlights the significant impact of artificial intelligence (AI) on society, comparing its importance to that of the Industrial Revolution [1] - It emphasizes the ongoing competition for AI supremacy between the US and China, suggesting that the battle may shift from a national level to a city level within China, particularly between Shenzhen and Hangzhou [2][18] Group 2: US AI Landscape - The US has historically been a leader in AI, with numerous top research institutions and tech companies making groundbreaking advancements in areas like machine learning and natural language processing [4] - Major US tech companies such as Google, Microsoft, and Amazon have invested heavily in AI research and applications, achieving widespread influence [4][6] - However, the US faces challenges, including data privacy and ethical concerns, which could hinder further AI adoption [6] Group 3: China's AI Advancements - China has made rapid progress in AI over the past few years, elevating it to a national strategy with comprehensive support policies [8][15] - Chinese companies like Baidu, Alibaba, and Tencent are heavily investing in AI, with notable developments in AI models and applications [10][21] - Shenzhen and Hangzhou are highlighted as key cities in China's AI development, each with unique strengths in hardware and software innovation [12][21] Group 4: Future Prospects - Both the US and China possess distinct advantages in AI, making it difficult to predict a clear winner in the long term [18] - China's large population and supportive policies position it well for potential breakthroughs in AI, particularly in application innovation [15][16] - The competition between Shenzhen and Hangzhou is seen as a healthy rivalry that could drive technological advancements and elevate China's global standing in AI [24][26]