Core Viewpoint - The company, Yingfang Software, is actively participating in the domestic software ecosystem and has established itself as a key player in data protection and replication technology, particularly in the financial sector and other industries. Group 1: Company Overview - Yingfang Software was founded on August 12, 2011, and went public on January 19, 2023. The company is based in Shanghai and specializes in providing data replication software, integrated hardware-software solutions, and related services [7] - The revenue composition of the company includes 60.37% from software products, 20.57% from software-related services, 15.97% from integrated hardware-software products, and 3.09% from other sources [7] Group 2: Market Position and Performance - As of September 30, the company had 6,509 shareholders, an increase of 0.91% from the previous period, with an average of 7,248 circulating shares per person, up by 1.32% [8] - For the period from January to September 2025, Yingfang Software achieved a revenue of 132 million yuan, representing a year-on-year growth of 11.26%. However, the net profit attributable to the parent company was -14.71 million yuan, which is a 53.56% increase in loss compared to the previous year [8] Group 3: Industry and Technological Integration - The company has joined the openEuler community and supports the Huawei Euler operating system, indicating a commitment to promoting domestic software innovation and self-sufficiency [2] - Yingfang Software is recognized as one of the top three suppliers in the domestic data replication and protection software market, with its products widely used in financial institutions and various sectors such as government, healthcare, and telecommunications [3][5] - The company has developed advanced data replication technologies compatible with various domestic and international software brands, including certifications with Kunpeng chips and cloud platforms [2][3] Group 4: Investment and Trading Insights - On November 28, Yingfang Software's stock fell by 4.50%, with a trading volume of 347 million yuan and a turnover rate of 13.53%, resulting in a total market capitalization of 4.466 billion yuan [1] - The average trading cost of the stock is 55.56 yuan, with recent buying activity observed, although the strength of this accumulation is not strong. The stock price is currently fluctuating between resistance at 59.10 yuan and support at 49.68 yuan [6]

【环球网科技报道 记者 李文瑶】在人工智能浪潮席卷千行百业、算力网络加速构建的今天，数据要素已成为驱动数字经济的核心引擎。然而，数据在跨域 流通、协同计算过程中如何实现"可用不可见""可控可计量"，始终是横亘在规模化应用前的安全天堑。传统的"补丁式"安全防护，在复杂的跨主体、高价值 数据协作场景中愈发显得力不从心。 "通过'立体密算体系'，我们已经看到了三大转变正在发生，我们的安全体系由以人为本转变为技术为纲，由单点防御转变为体系化的防御，由经验驱动的 被动防御转变为理论闭环的主动防御机制。"曙光云副总裁孙会首在接受记者采访时如是说。这背后，是曙光云联合多家顶尖科研机构与行业伙伴，发布"立 体密算体系"，旨在打造可信智能世界的新基础设施。 从 " 被动补丁 " 到 " 主动免疫 " ：安全范式的根本性跃迁 当前，数据安全领域充斥着各类概念：隐私计算、机密计算、可信计算……它们之间究竟有何区别？为何需要提出"立体密算"这一新体系？ "立体密算与当前主流机密计算的核心区别，在于从单点技术架构到体系性内生安全的范式跃迁。"曙光云总裁助理李明达指出，"主流机密计算核心在于依 托CPU硬件在不可信的环境中创建一个孤立的 ...

Core Viewpoint - The stock of Yingfang Software (sh688435) reached its daily limit with a price of 63.11 yuan, reflecting a 15.99% increase, driven by revenue growth, strong R&D capabilities, and the increasing importance of data security [1][2]. Group 1: Financial Performance - In Q3 2025, the company's revenue grew by 36.07% year-on-year, indicating a strong business expansion trend [2]. - The net profit loss in H1 2025 narrowed by 55.35% year-on-year, signaling a positive market sentiment despite still being in a loss position [2]. Group 2: R&D and Market Position - The company has a robust R&D capability, holding 61 patents and 161 software copyrights, with R&D investment accounting for 59.83% of its expenditures [2]. - The international revenue saw a staggering increase of 2098.02% year-on-year, indicating successful international expansion [2]. Group 3: Market Trends and Technical Analysis - The data security sector is currently a market hotspot, with related stocks performing well, contributing to a sector-wide positive effect [2]. - Technical indicators suggest that if the stock breaks through key resistance levels and shows bullish signals, it may attract further investment from technical traders [2].

Core Points - The meeting focused on advancing the construction of a higher-level digital Zhengzhou, emphasizing the importance of digital infrastructure and governance for high-quality development [1][2][3] - Key tasks include the promotion of "Artificial Intelligence + Government Affairs" applications, planning for city-wide digital transformation by 2026, and establishing a national pilot for trusted data spaces [1][2] - The meeting highlighted the need for enhanced network capabilities, data market reforms, and the integration of various digital technologies to improve social governance and public services [3] Group 1 - The meeting was chaired by An Wei, who emphasized the need for a strong digital infrastructure to support the city's development [1][2] - The focus is on aligning with national and provincial strategies while considering local realities to drive the digital transformation of Zhengzhou [2] - The meeting discussed the progress of various projects, including the establishment of a public service platform for industrial internet and the construction of a national data industry cluster [1][3] Group 2 - An Wei stressed the importance of activating the value of data elements and promoting the digitalization of industries [3] - The integration of government networks, visual networks, and the Internet of Things is crucial for expanding smart application scenarios [3] - The meeting called for optimizing policy support and fostering innovation to create a collaborative environment for advancing digital Zhengzhou [3]

AI智能体在企业流程自动化、数据价值挖掘及多元场景适配方面展现全能优势，但也面临数据泄露和 模型攻击等安全风险。 上能帮企业自动化处理流程、解锁数据价值，下能适配多元场景降低数字化门槛，如今的AI智能体堪 称数字时代的"全能选手"。但超能力也需配上"安全铠甲"，智能体在跨域调用数据、联动各类系统的同 时，也让数据泄露、模型攻击等风险暗藏其中——安永和上海赛博网络安全产业创新研究院联合推出的 《2025全球可信AI治理与数据安全报告》显示，74%的受访企业对AI应用满心期待，却仍被合规风险揪 着心。 这意味着对数据安全的更高要求，以及还需破解实践中的多重困境。网络安全公司也在提出以AI智能 体为核心的解决方案，通过对接企业静态数据库与动态流量，自动化完成数据资产识别、分类分级与风 险监测，再联动防火墙等现有安全组件实现闭环处置。 从积极的角度来看，安全防护体系的升级与AI智能体的发展正呈现双向赋能态势。这种顾虑催生了"AI For Security"与"Security For AI"的双向奔赴模式：一方面，AI技术赋能安全防护，通过威胁预测、智能 合规、自动化响应等功能提升风险管控效率；另一方面，针对AI特有 ...

立体密算体系融合国产芯片、国密算法与可信计算，构建覆盖算力、数据、AI全链路的内生安全防 护，将性能损耗降至传统方案1/3以下。 当数据泄露事件频发、AI算法黑箱难破、跨域算力信任缺失逐渐演变为数字经济发展的三大"拦路虎"， 一场围绕安全体系的范式革命，正悄然拉开序幕。 在此背景下，11月26日，由数据安全关键技术与产业应用评价工业和信息化部重点实验室、曙光云计算 集团、中国科学院计算技术研究所、北京大学大数据分析与应用技术国家工程实验室等多家单位联合发 起的"立体密算体系"正式亮相。 该体系以国产自主芯片为可信根基，融合商用密码、云计算与人工智能技术，不仅突破了传统安全方 案"头痛医头"的局限，更构建起覆盖算力、网络、存储、数据与AI全流程的立体化密态防护体系。 为深入理解该体系的技术路径与产业前景，21世纪经济报道记者近日与曙光云多位核心负责人展开对 话，围绕其技术内核、行业落地与生态共建进行了探讨。 范式演进：从单点防护到体系化防御 在数字安全的发展历程中，机密计算、隐私计算、可信计算等技术曾如孤岛般各自为战，虽在特定场景 有所建树，却始终难以形成贯穿全局的防护合力。 对此，曙光云总裁助理李明达直言：" ...

Core Insights - The company has made deeper attempts in intelligent data governance and data security, serving various banking clients including state-owned banks and several joint-stock banks [1] - The company has implemented its data middle platform solution and integrated product "Liuhe Shangjia" in multiple provincial rural credit cooperatives [1] - The company collaborated with Hengfeng Bank to publish a research report on "Financial Data Asset Valuation and Trading" [1] Group 1 - The company focuses on building capabilities in data assets, intelligent data governance, and data security [1] - The company is actively involved in the reform of rural credit institutions, providing tailored solutions [1] - The collaboration with Hengfeng Bank indicates a commitment to advancing financial data asset management [1]

Core Viewpoint - Alibaba's AI assistant Qianwen App has achieved over 10 million downloads within a week of its public beta, surpassing competitors like ChatGPT, Sora, and DeepSeek, marking it as the fastest-growing AI application in history [3] Group 1: Stock Performance - Alibaba-related stocks, including Shiji Information and Data Port, have seen significant price increases, with both stocks hitting the daily limit up [3] - The Big Data Industry ETF (516700), which focuses on data security, has risen over 3.2% during intraday trading, currently up 2.59% [1] Group 2: AI Investment Opportunities - CITIC Securities highlights the expanding investment opportunities in AI, particularly in the computing power industry chain and AI applications, predicting a potential replication of the long bull market seen in the US stock market since 2023 [3] - The report anticipates a local explosion of opportunities in AI applications, driven by the rapid implementation of AI across various sectors [3] Group 3: Data Security and Technology Independence - The Big Data Industry ETF (516700) passively tracks the CSI Big Data Industry Index, focusing on sectors such as data centers, cloud computing, and big data processing, with key holdings in leading companies like Inspur Information and China Software [3] - Investors interested in technology independence should focus on three catalysts: 1. High-level calls for "technology to take the lead," which may break new ground in new productivity directions 2. The top-level design of Digital China, which aims to activate digital productivity and accelerate the process of domestic substitution 3. The momentum of the Xinchuang wave, with Xinchuang 2.0 expected to accelerate, presenting a broad outlook for technology independence [3]

近期为房地产贷款机构提供服务的技术供应商SitusAMC遭遇网络攻击，或导致一些美国大型银行的敏 感客户数据遭到泄露。此次入侵事件于11月12日首次被发现，影响了与居民住房抵押贷款相关的信息。 由于涉及社会安全号码等个人数据，该事件构成了重大威胁。 SitusAMC表示，受影响的数据包括与部分客户同该公司业务往来相关的企业信息，例如会计文件和法 律合同等。 SitusAMC的声明称，此次事件已得到控制，服务完全正常运行，并补充说明此次攻击不涉及加密恶意 软件。 SitusAMC首席执行官迈克尔.弗朗哥在一份声明中表示："我们继续专注于分析任何可能受影响的数 据。"他还补充说，公司已通知执法部门。该公司与全美众多银行签有合约，目前正在持续评估泄露事 件的影响范围，并提供每日进展更新。 作为对此次事件的回应，美国联邦调查局正与受影响组织紧密合作。 受影响的银行包括摩根大通(JPM.US)、花旗(C.US)和摩根士丹利(MS.US)，SitusAMC已就可能存在的数 据泄露风险通知了所有这些银行。尽管没有银行遭到直接黑客攻击，但由于该供应商在贷款和抵押贷款 的发起及资金收集中扮演核心角色，此次入侵事件已引起金融机构 ...

近年来，全国卫星导航定位基准站应用需求不断涌现，应用场景也不断扩展。 《办法》明确自然资源部会同有关部门制定全国基准站建设布局规划，引导基准站建设合理布局，避免 重复和无序建设。全国基准站建设应当符合国土空间规划，纳入国土空间规划实施监督信息系统。基准 站建设应当符合国家相关建设标准，并对观测环境、地质构造、安全防护等条件进行评估。需要办理用 地手续的，按照土地管理有关法律法规的规定办理。《办法》同时明确了进行基准站建设的单位和运行 维护单位的具体资质要求，进一步规范基准站建设和运行维护活动。 此外，《办法》明确，卫星导航定位基准站数据实行分类分级管理，并对建设单位、运行维护单位、使 用卫星导航定位基准站数据的单位应当依法承担的数据安全保密责任进行了规定，要求上述单位建立数 据安全保障制度，依法采取相应的技术措施、保密措施等，对收集、存储、使用、加工、传输、提供的 数据进行全流程数据安全保护。 建设单位、运行维护单位还应当定期对数据安全开展风险评估，提供涉密数据时应当按照涉密测绘成果 管理有关规定执行。为推进数据资源共享利用，建设单位可以依据国家有关规定开展卫星导航定位基准 站相关数据产权登记、流通交易等活动 ...