Core Points - The company, Wuhan Dameng Database Co., Ltd., has announced changes to its registered address and business scope, as well as amendments to its Articles of Association [1][4] - The registered address will change from "999 Gaoxin Avenue, Future Technology Building, C3 Building, 16-19 Floors, Wuhan East Lake New Technology Development Zone" to "39 Jiapuling Street, Wuhan East Lake New Technology Development Zone" [1][2] - The business scope will expand to include big data services, data processing and storage support services, software development, information system integration services, and various other technology-related services [2][3] Business Scope Changes - The previous business scope included database management systems, data centers, data analysis, and related technical services, while the new scope adds big data services, software sales, and cloud computing equipment technology services [2][3] - The new business scope also includes commercial password product production and sales, as well as various import and export services [2][3] Articles of Association Amendments - The amendments to the Articles of Association will reflect the new registered address and updated business scope, with specific changes noted in the relevant sections [3][4] - The revised Articles of Association will be submitted for shareholder approval, and the board of directors will seek authorization to handle the necessary business registration changes [4]

美国联邦调查局："关键基础设施"应警惕伊朗黑客攻击。 ...

计算机 | 证券研究报告 — 行业周报 2025 年 6 月 30 日 强于大市 多因素催化下，网络安全景 气度有望提升 计算机行业"一周解码" 本周（6.23-6.28）网络安全指数（884133.WI）和数据安全指数（8841651WI） 上涨较多。我们认为主要催化因素包括：跨境支付通正式上线；央行将制定 新阶段金融科技发展规划，并开展数据要素试点；国泰君安获虚拟资产交易 牌，虚拟资产交易有望扩容，催生加密安全技术需求。 支撑评级的要点 (1)科大讯飞：在 2025 全球元宇宙大会上，科大讯飞副总裁于亮介绍了公 司在人工智能领域的最新成果，并表示正探索利用 AI 技术提升元宇宙交 互体验，如通过语音合成等技术让虚拟人更智能。 (2)新北洋：公告拟使用自有资金 5000 万元设立全资子公司新疆北洋海丝 数字科技有限公司，以满足业务发展和提升运营效率。 投资建议 建议关注网络安全、跨境支付等相关企业，包括安恒信息、恒宝股份、 吉大正元、南天信息等。 评级面临的主要风险 技术创新不及预期；政策推行不到位；下游需求景气度不稳定的风险。 相关研究报告 《计算机行业"一周解码"》20250623 《计算机行业"一周解 ...

"如果网络安全方面的术语能简明易懂，那就更好了！"6月28日，武汉市"小黄鹤观察团"和东西湖区"临空童语观察团"共赴国家网安基 地，开启一场数字世界的探秘之旅，并与市妇联执委面对面探讨儿童友好网络空间建设。 孩子们了解网络安全相关知识 走进网安基地，小观察员们就被充满科技感与创新活力的未来空间所吸引。作为中国网络安全领域的头部企业之一，奇安信集团向小 朋友展示了网络安全技术的多元应用场景。在黄鹤实验室，孩子们沉浸式感受了前沿领先的科研成果。 在奇安信集团，孩子们正在了解网络安全风险 "原来网络安全就在我们身边！"来自单洞新村小学的徐梓寒第一次来到"网谷"，"通过今天的活动我才知道，把所有密码都设置成一样 是特别危险的行为，这样很容易导致个人信息泄露。"徐梓寒在讲解中恍然大悟，意识到自己过去上网时不知不觉"踩过坑"。 "太专业的术语我可能听不懂，但有趣的动画科普和互动体验就特别适合我们。"12岁的宋可妍同学对华中科技大学网安基地黄鹤网络 靶场赞不绝口。在那里，一段由《黑猫警长》改编而成的网络安全主题动画片让孩子们看得目不转睛。她表示，这种寓教于乐的科普方式 让网络安全知识变得既有趣又好懂，期待能够推广。 a 1 ...

Core Viewpoint - Northern Laboratory (Shenyang) Co., Ltd. has been accepted for IPO on the Beijing Stock Exchange, focusing on cybersecurity services and IT consulting, leveraging eight key technologies for its operations [1] Financial Performance - Total assets are projected to reach approximately 896.51 million yuan by the end of 2024, up from 677.13 million yuan in 2023 and 480.51 million yuan in 2022 [2] - Total equity is expected to increase to about 547.41 million yuan in 2024, compared to 434.64 million yuan in 2023 and 352.45 million yuan in 2022 [2] - Revenue is forecasted to grow from 280.14 million yuan in 2022 to 328.00 million yuan in 2023, and further to 367.66 million yuan in 2024 [2] - Net profit is anticipated to remain stable at approximately 112.71 million yuan in 2024, slightly down from 116.65 million yuan in 2023, and similar to 113.27 million yuan in 2022 [2] - The gross profit margin is projected to improve to 69.26% in 2024 from 67.63% in 2023 and 65.47% in 2022 [2] - The company's asset-liability ratio is expected to be 37.05% in 2024, up from 35.88% in 2023 and 26.84% in 2022 [2] Shareholding Structure - Yang Lichun directly holds 40.77% of the company, while Zhang Jiannan holds 21.32% directly and an additional 7.10% indirectly, giving them combined control over 85.22% of the voting rights [4] Management Team - The company has appointed a new financial director, Bai Jie, effective December 9, 2024, following the resignation of the previous director [6] - The management team consists of 11 senior executives, including 8 vice presidents, with terms running from November 2023 to November 2026 [5]

Group 1 - The application of AI presents a rare opportunity for traditional manufacturing industries, emphasizing the need for scenario-driven applications [1][3] - AI enhances user experience and requires companies to rapidly adapt their thinking and respond to market demands, particularly in decision-making processes [3][5] - AI is expected to replace repetitive jobs while simultaneously creating new positions, necessitating societal adjustments in training and job transitions [5][6] Group 2 - The development of AI and robotics is driven by market demand and application scenarios, with companies like Haier already investing in both industrial and household robots [9][11] - Continuous progress and adaptation to technological changes are crucial for companies in the robotics sector to remain competitive [11] - The importance of establishing supportive policies and ethical regulations before implementing AI in business projects was highlighted, with a call for employee involvement in standard discussions [8]

那么，稳定币究竟为何能引起如此大的市场轰动呢？ 早在本月初，随着美国第二大稳定币USDC的发行商cirlce正式在美股市场上市，稳定币行情就从美股市 场迅速蔓延到了港股和A股。6月初，香港《稳定币条例》的立法落地，随后，京东与蚂蚁集团相继宣 布在全球主要市场申请稳定币牌照。 稳定币独特的魅力和广泛的应用前景引发了市场的广泛关注与热烈讨论。截至6月26日收盘，Wind稳定 币指数收涨3.26%，该指数年内至今已涨超71%！稳定币相关概念ETF更是集体爆发，包揽了近五日涨 幅榜，多只ETF累积涨超10%。 | | | Wind热门概念指数 | | | | --- | --- | --- | --- | --- | | 稳定币 3.26% | 数字货币 2.31% | 网络安全 2.09% | 数据安全 1.88% | 跨境支付 1.87% | | 虚拟人 | 航母 | 银行 | 十大军丁集团 | 旅游出行 | | 1.71% | 1.54% | 1.45% | 1.44% | 1.42% | | | | 1876.16 +59.17 +3.26% | | | | --- | --- | --- | --- | - ...

Core Viewpoint - Northern Laboratory (Shenyang) Co., Ltd. has received acceptance for its IPO application on the Beijing Stock Exchange, with a focus on cybersecurity services and IT consulting [1] Company Overview - Northern Laboratory was established in 2003 and specializes in cybersecurity services and IT consulting, leveraging eight key core technologies including intelligent penetration testing and host attack monitoring [1] - The company previously applied for an IPO on the ChiNext board in June 2022 but withdrew its application in November 2022 [1] Financial Performance - For the fiscal years 2022 to 2024, the company's operating revenue is projected to grow from 280 million yuan to 368 million yuan, while net profit is expected to remain stable around 113 million yuan [2] - The total assets are forecasted to increase from approximately 480 million yuan in 2022 to about 896 million yuan in 2024, indicating significant growth [2] - The gross profit margin is expected to improve from 65.47% in 2022 to 69.26% in 2024, reflecting enhanced operational efficiency [2] Shareholding Structure - Yang Lichun directly holds 40.77% of the company's shares, while Zhang Jiannan holds 21.32% directly and an additional 7.10% indirectly, giving them combined control over 85.22% of the voting rights [4] - Yang Lichun and Zhang Jiannan are identified as the controlling shareholders and actual controllers of the company [4] Management Background - Yang Lichun has extensive experience in the electronics and cybersecurity sectors, having held various positions from engineer to director, and has been the chairman of Northern Laboratory since November 2020 [5] - Zhang Jiannan has a background in optical information technology and has served in multiple managerial roles within the company, currently acting as the vice chairman and general manager [6]

Core Viewpoint - The integration of artificial intelligence (AI) into business operations is increasing, leading to a broader range of potential cyber threats that require a balance between AI innovation and cybersecurity measures [2][5][6]. Group 1: AI and Cybersecurity - The current reliance on AI in business operations has expanded the scope of potential cyberattacks, making them more targeted and pervasive across countries [6][5]. - The 2025 Cybersecurity Readiness Index by Cisco indicates that only 5% of Chinese enterprises have reached a "mature" readiness stage, reflecting a slow progress in cybersecurity maturity globally [5][6]. - Companies are advised to balance their investments in AI and cybersecurity, as the rise of AI brings heightened cybersecurity risks [5][6]. Group 2: AI Innovations and Security - AI innovation must prioritize security; new AI applications should consider security implications from the outset [7][6]. - Cisco has developed a large language model (LLM) for cybersecurity, which has been downloaded over 20,000 times globally, showcasing the industry's shift towards AI-driven security solutions [6][5]. Group 3: Entrepreneurial Spirit and Global Challenges - The theme of the recent Summer Davos Forum emphasizes the need for a new entrepreneurial spirit to address global economic challenges, highlighting the importance of sustained focus and investment in technology breakthroughs [8]. - Companies must navigate changing international conditions while maintaining long-term plans, as external uncertainties pose significant challenges to innovation and development [8][11]. Group 4: Market Dynamics and Localization - Cisco has extensive experience in localization and supports Chinese enterprises in their international expansion, reflecting the rapid growth of Chinese companies in global markets [9][12]. - The company emphasizes the importance of healthy competition and innovation to maintain its market position amidst increasing domestic competition and localization policies [11][12].

Core Insights - The Cyberport Phase 5 building is set to be completed by 2025, becoming a key landmark for innovation and technology in Hong Kong, equipped with next-generation digital infrastructure and advanced smart office facilities [1][2] - The expansion plan aims to support the development of cutting-edge technologies such as artificial intelligence, data science, blockchain, and cybersecurity, enhancing the growth of strategic emerging industries [1][2] Summary by Sections Infrastructure Development - The Cyberport Phase 5 will be a 10-story office building located on a 1.6-hectare site, providing approximately 66,000 square meters of total floor area, with 36,000 square meters designated for offices and shared workspaces, accounting for about 30% of the total area [1] - The building will feature advanced technological infrastructure, including a Tier-III+ level dedicated sustainable data center, close to the AI supercomputing center and the Hong Kong Internet Exchange (HKIX) core site, offering high power density, efficiency, and reliable data storage and computing support [1] Connectivity and Services - The infrastructure is designed to support high-speed submarine cable networks, accelerating global connectivity, international communication integration, and data transmission [1] - Additional features include dedicated fiber optics, multi-cloud platforms, and 10G broadband services, providing ultra-high-speed and low-latency data transmission [1] Strategic Goals - The expansion is seen as a significant milestone in Hong Kong's innovation and technology infrastructure development, providing a vibrant space for tech companies and enhancing the city's position as an international innovation hub [2] - The plan also includes optimizing the waterfront park, improving environmental greening, smart features, and pet-friendly elements, promoting a high-quality lifestyle for the public and fostering a harmonious, sustainable innovation community [2]