证券代码：601360 证券简称：三六零 公告编号：2025-045号 三六零安全科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 重要内容提示： 投资者可于 2025 年 10 月 31 日（星期五）至 11 月 6 日（星期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司投资者关系邮 箱（q-zhengquan@360.cn）进行提问。公司将在说明会上就投资者普遍关注的问 题进行回答。 三六零安全科技股份有限公司（以下简称"公司"）于 2025 年 10 月 30 日 收盘后在上海证券交易所网站（www.sse.com.cn）披露公司 2025 年第三季度报 告。为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务 状况，公司计划于 2025 年 11 月 7 日（星期五）16:00-17:00 召开 2025 年第三季 度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开 ...

Group 1 - The core viewpoint of the article highlights that Sanliu Ling (SH 601360) reported a revenue of approximately 6.068 billion yuan for the first three quarters of 2025, representing an increase of 8.18% year-on-year [1] - The net profit attributable to shareholders of the listed company showed a loss of about 122 million yuan, with basic earnings per share reflecting a loss of 0.02 yuan [1] - As of the report date, the market capitalization of Sanliu Ling stands at 76.2 billion yuan [1] Group 2 - The article also mentions the occurrence of "negative electricity prices" in multiple regions, raising questions about why power plants are reluctant to shut down despite not making profits from electricity sales [1]

三六零安全科技股份有限公司 2025 年第三季度报告 证券代码：601360 证券简称：三六零 三六零安全科技股份有限公司 2025 年第三季度报告 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。 重要内容提示： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人周鸿袆、主管会计工作负责人张海龙及会计机构负责人（会计主管人员）孙巍保证季 度报告中财务信息的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 | | | | | 单位：千元 | 币种：人民币 | | | --- | --- | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 本报告期比上 | | 年初至报告 | 年初至报告期末 | | | | | 年同期增减变 | | 期末 | 比上年同期增减 | | | | | 动幅度(%) | | | 变动幅度(%) | | | 营业收 ...

三六零：第三季度净利润1.6亿元，前三季度净亏损1.2亿元。 ...

Core Points - The Shanghai Composite Index closed at 4009.81 points, slightly down by 0.16%, with a total trading volume of 202.97 billion yuan [1] - A total of 29 A-shares have surpassed their annual moving average, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The stocks with the highest deviation rates from their annual moving average include: - Huaihe Energy (5.10%) - Longban Media (3.78%) - China Oilfield Services (3.49%) [1] - Other stocks that have just crossed the annual moving average with smaller deviation rates include: - Fulete - China Railway - China National Heavy Duty Truck [1] Trading Data - The trading data for stocks that broke through the annual moving average on October 30 includes: - Huaihe Energy: +5.95% with a turnover rate of 5.94% - Longban Media: +3.99% with a turnover rate of 3.15% - China Oilfield Services: +4.58% with a turnover rate of 1.43% [1] - Additional stocks with notable performance include: - Guangha Tongxin: +7.41% - Runze Technology: +7.35% - BlueFocus Communication: +9.49% [1]

Group 1 - The focus is on the performance of the Xinchuang ETF fund (562030), which saw a peak intraday increase of 1.24% and is currently up 0.53%, marking an eight-day consecutive rise [1] - Key constituent stocks include Geer Software hitting the daily limit, Foxit Software rising over 16%, and other significant gains from companies like Xinan Century, Zhiyuan Huilian, and others [1] Group 2 - An important meeting on October 28 approved amendments to the Cybersecurity Law, which will take effect on January 1, 2026, emphasizing enhanced legal responsibilities and penalties for violations, as well as new provisions for AI security and development [3] - The development of the Xinchuang industry is seen as crucial for national security, driven by multiple factors including policy support, ongoing external disturbances, and frequent security incidents [3] - The Xinchuang industry is transitioning from policy-driven to a dual-driven approach of policy and market, with significant growth expected in market size, projected to reach over 2.6 trillion yuan by 2026 [3] Group 3 - The Xinchuang ETF fund tracks the CSI Xinchuang Index, which covers core segments of the Xinchuang industry, including hardware, software, and information security, characterized by high growth and elasticity [5] - Four key investment rationales for the Xinchuang industry include: 1. International dynamics necessitating self-sufficiency due to geopolitical tensions [6] 2. Increased local government debt efforts leading to a potential recovery in government procurement for Xinchuang [6] 3. Technological advancements by domestic manufacturers like Huawei, indicating a rise in market share for domestic software and hardware [6] 4. The timing of Xinchuang initiatives reaching critical milestones with further refinement of procurement standards [6]

Core Points - The Shanghai Composite Index closed at 4018.86 points, slightly up by 0.06%, with a total trading volume of 1.56 trillion yuan [1] - A total of 43 A-shares have surpassed their annual moving average, with notable stocks showing significant deviation rates [1] Group 1: Stock Performance - The stocks with the highest deviation rates from their annual moving average include Guangha Communication at 6.46%, Huaihe Energy at 5.66%, and Bluefocus at 4.44% [1] - The trading performance of these stocks shows significant increases, with Guangha Communication rising by 10.80%, Huaihe Energy by 6.52%, and Bluefocus by 11.41% [1] Group 2: Trading Data - The total trading volume for A-shares today reached 1.56 trillion yuan, indicating active market participation [1] - The turnover rates for the top-performing stocks also reflect strong investor interest, with Guangha Communication at 7.52% and Bluefocus at 12.42% [1]

Core Viewpoint - The stock of 360 Security Technology Co., Ltd. has shown a mixed performance in recent trading sessions, with a year-to-date increase of 6.50% and a recent uptick of 2.08% on October 30, 2023, indicating fluctuating investor sentiment and market dynamics [1][2]. Financial Performance - For the first half of 2025, the company reported a revenue of 3.827 billion yuan, reflecting a year-on-year growth of 3.67%, while the net profit attributable to shareholders was -282 million yuan, showing a significant increase of 17.43% compared to the previous period [2]. - Cumulatively, since its A-share listing, the company has distributed a total of 3.535 billion yuan in dividends, with 2.1 billion yuan distributed over the last three years [3]. Stock Market Activity - As of October 30, 2023, the stock price was 10.81 yuan per share, with a trading volume of 5.22 billion yuan and a turnover rate of 0.70%, leading to a total market capitalization of 75.665 billion yuan [1]. - The stock has experienced a net inflow of 49.8612 million yuan from main funds, with significant buying activity from large orders [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased to 396,100, while the average number of circulating shares per person increased by 14.03% to 17,671 shares [2]. - The top ten circulating shareholders include significant institutional investors, with notable increases in holdings from various ETFs [3].

Group 1: Federal Reserve Actions - The Federal Reserve announced a 25 basis point interest rate cut, lowering the federal funds rate from 4.00%-4.25% to 3.75%-4.00%, marking the second rate cut of the year [2] - The Fed will end its balance sheet reduction plan starting December 1 [2] - Fed Chairman Jerome Powell stated that current data indicates no significant change in the U.S. economic outlook, which is experiencing moderate expansion [3] Group 2: Stock Market Reactions - During Powell's speech, U.S. stock indices experienced a sharp decline, with the Dow Jones down 0.16%, the Nasdaq up 0.55%, and the S&P 500 closing flat [4] Group 3: Company Performance - Shikong Technology - Shikong Technology reported a revenue of 215 million yuan for the first three quarters, a year-on-year increase of 5.18%, but incurred a net loss of 116 million yuan [5] - In Q3 2025, the company achieved a quarterly revenue of 71.01 million yuan, up 66.04% year-on-year, but reported a net loss of approximately 49.89 million yuan [5] Group 4: Stock Trading Risks - Shikong Technology - Shikong Technology's stock price has surged 146.31% since September 2025, with a 61.07% increase from October 23 to 29, raising concerns about market overheating and irrational speculation [6] - The company's price-to-book ratio is significantly higher than the industry average, with a current ratio of 4.51 compared to the industry average of 2.34 [7] Group 5: AI Industry Developments - The first Oracle AI entity was launched at an event in Anyang, showcasing breakthroughs in the digital protection and intelligent research of oracle bone script [8] - Various companies are accelerating the commercialization of AI entities, with preliminary revenue accumulation observed in the sector [9] Group 6: Performance of AI Concept Stocks - Over 80 AI concept stocks are identified, including major players like Guotai Haitong, Kingsoft Office, and Keda Xunfei [10] - Notable stock price increases include companies like Kaipu Cloud and Chunzong Technology, with some stocks rising over 80% this year [11] Group 7: Institutional Research and Earnings Reports - In October, 12 AI concept stocks underwent institutional research, with Keda Xunfei receiving the most attention from 111 institutions [12] - Keda Xunfei aims to enhance its multi-modal interaction and AI application capabilities [12] - Over 70 AI concept stocks reported their Q3 earnings, with Runze Technology showing the largest net profit of 4.704 billion yuan, a 210.74% increase year-on-year [14]

Group 1 - The simultaneous effects of job creation and replacement due to AI are becoming evident, with significant automation expected in the coming years, potentially leading to large-scale unemployment [1][9] - Experts warn that AI is showing a trend of "replacement" rather than "enhancement" of labor, posing risks particularly to developing countries that rely on labor advantages [1][2] - The rapid development and iteration of AI technology are driving the partial replacement of human labor, with significant advancements expected in AI capabilities by 2024 [3][4] Group 2 - The total addressable market (TAM) for AI agents is estimated at approximately 3.61 trillion yuan, with IT and finance sectors identified as key areas for breakthroughs [4] - AI agents are rapidly becoming a priority for companies, with mentions in earnings calls increasing tenfold since 2023, indicating a shift in corporate focus towards AI integration [4] - The job market for AI-related positions is experiencing growth, with a notable increase in recruitment and job seekers in the AI sector, reflecting a dual increase in supply and demand [10] Group 3 - The early stages of AI and agent technology are characterized by limited public awareness and adoption, with a significant portion of interest coming from technical professionals and enterprise users [6][7] - Challenges remain in the large-scale implementation of AI agents, particularly in complex enterprise environments where customization and security are critical [7] - The AI talent market is facing a shortage, with high demand for skilled professionals in technical, data, and product roles, as companies seek to integrate AI into their operations [9][10]