此前，刘烨在由中国能源研究会主办的2025年能源网络安全大赛中，作为"陇电先锋"战 队核心成员，与来自电网、发电、油气等领域的438支队伍、超1300名选手同台竞技，刘烨 凭借扎实的攻防能力与团队协作经验，助力团队摘得团体三等奖，更以个人赛第21名的成绩 荣获个人二等奖。 6月23日，科源集团同兴智能员工在2025年甘肃省网络安全实战演练中斩获个人第一 名，并助力团队获得团体三等奖，以扎实的技术实力和稳定的状态赢得了业内专家和同行的 高度认可。 本次演练由中共甘肃省委网信办主办，旨在提升全省网络安全意识和业务技能，强化关 键信息基础设施安全保护能力。赛事吸引了来自全省各市州、关键信息基础设施保护部门、 运营单位、高校、国有企业、银行业及军方等60支队伍、240名选手参赛，竞争异常激烈。 演练设置CTF夺旗赛、AWDP沙盒攻防赛和人工智能挑战赛三大实战项目，全面考察参赛队 伍在网络安全技术、应急响应、团队协作等方面的综合能力。 刘烨凭借对漏洞挖掘、攻防策略的精准把控，从全省60支队伍中脱颖而出，最终以全场 最高分斩获个人赛第一名，助力团队再次蝉联团体三等奖，成为关键信息基础设施运营单位 组别的标杆力量。 刘烨的 ...

《网络安全法》是我国第一部全面规范网络空间安全管理方面问题的基础性法律，是我国网络空间法治 建设的重要里程碑，是依法治网、化解网络风险的法律重器，是让互联网在法治轨道上健康运行的重要 保障。《网络安全法》将近年来一些成熟的好做法制度化，并为将来可能的制度创新做了原则性规定， 为网络安全工作提供切实法律保障。 互联网法律法规都有哪些？ 互联网法律法规主要包括《民法典》、《网络安全法》等。同时有30多个条件、决定、答复对网络管理 与安全发挥规范与调整作用。为了保证网络安全，维护网络空间主权和国家安全、社会公共利益，保护 公民、法人和其他组织的合法权益，国家颁布《网络安全法》。 一、《网络安全法》确立了网络安全法的基本原则 1.网络空间主权原则。《网络安全法》第1条"立法目的"开宗明义，明确规定要维护我国网络空间主 权。网络空间主权是一国国家主权在网络空间中的自然延伸和表现。各国自主选择网络发展道路、网络 管理模式、互联网公共政策和平等参与国际网络空间治理的权利应当得到尊重。第2条明确规定《网络 安全法》适用于我国境内网络以及网络安全的监督管理。这是我国网络空间主权对内最高管辖权的具体 体现。 2.网络安全与信息化 ...

Core Insights - The integration of AI in cybersecurity is becoming a significant trend, as showcased in the second Xiong'an Future City Cybersecurity Technology Application Competition, where 98 cutting-edge technologies were presented [1][2] Group 1: Competition Overview - The second Xiong'an Future City Cybersecurity Technology Application Competition featured three main tracks: cybersecurity solutions, monitoring and defense products, and innovative ideas, addressing current needs and future directions in the cybersecurity industry [1] - A total of 209 entries from 152 organizations across 15 provinces were submitted, with 98 projects making it to the finals [1] Group 2: AI Applications in Cybersecurity - The Hebei Daily Newspaper Group presented a generative AI-based intelligent hybrid cloud security operation solution, which integrates AI with cybersecurity to create a unified monitoring platform, breaking away from traditional isolated approaches [1][2] - The system implemented by Hebei Daily can process 300 million logs monthly, achieving over 97% automatic identification and handling of security threats [2] Group 3: Industry Collaboration and Support - The competition serves as a platform for technology competition and industry collaboration, with previous events leading to successful applications of projects in the region [3] - This year's competition introduced support policies for award-winning projects, including priority recommendations for incubation and application in various projects, as well as connections with venture capital and government funds to facilitate project commercialization [3]

Group 1 - Company received an administrative penalty notice from the China Securities Regulatory Commission due to overstatement of assets, revenues, and profits by its wholly-owned subsidiary [2] - Company has completed rectification measures and emphasized that the penalty does not involve delisting risks [2] - Company will implement other risk warnings on its stock but will not trigger mandatory delisting as per Shenzhen Stock Exchange rules [3] Group 2 - Company is a leading player in the cybersecurity sector in China, with a broad business layout covering various key areas such as network resource security data governance and network crime governance [4] - Company has a long-standing market share advantage in network content and behavior auditing, effectively deploying products in various environments including public internet venues and large institutions [4] - Recent expansion into emerging businesses, such as industrial internet security and vehicle networking security, opens new growth opportunities that could positively impact future performance and stock price [4]

Group 1 - The core theme of the conference is "Security Breakthrough: Reshaping the Internal Security System," focusing on the challenges posed by artificial intelligence to the cybersecurity industry [1] - Experts highlighted the increasing complexity of AI-related security threats, with various types of attacks emerging from 2020 to 2023, indicating a trend towards more sophisticated and multi-faceted threats [1] - Key security issues faced by large models include supply chain vulnerabilities, sensitive information leaks, training data poisoning, content security risks, malicious damage to computing power, and prompt manipulation [1] Group 2 - Experts agree that building a systematic security capability is crucial to addressing the complex risks associated with AI [2] - The current passive approach to security construction leads to gaps in protection, with issues such as data silos, insufficient resource investment, and compatibility challenges between old and new systems hindering systematic security development [2] - Beijing aims to strengthen core technological innovations and enhance digital security service capabilities, promoting a robust industrial ecosystem to support the healthy development of new industries and business models [2]

Investment Rating - The report suggests a "core + satellite" investment strategy focusing on structural investment opportunities in the aerospace and defense industry [1][9]. Core Insights - Structural investment opportunities exist in the chain reaction of orders, particularly in combat-driven ammunition replenishment, upstream supplier value highlighted by production bottlenecks, and direct commercial procurement (DCS) representing future warfare [1][9]. - The most certain short-term demand is for interceptor missile replenishment worth over $1 billion, with significant revenue potential for companies like RTX [2][10]. - Production bottlenecks create investment flexibility for key upstream companies, making them more attractive than prime contractors [3][11]. Summary by Sections Ammunition Replenishment - The consumption of defensive interceptor missiles has the highest certainty and urgency for replenishment, with potential revenue of nearly $1 billion for RTX from ammunition replenishment alone [2][10]. - The report highlights specific ammunition types and their estimated consumption and replenishment values, such as the Iron Dome's Tamir interceptor with a replenishment value of $750 million to $1 billion [3]. Production Bottlenecks - Delivery cycles of 1-2 years for munitions like JDAM indicate a stable revenue stream for defense contractors, enhancing performance visibility [3][11]. - The report outlines production capacities and delivery timelines for various ammunition types, emphasizing the limited capacity and high demand [4]. Direct Commercial Procurement (DCS) - The DCS channel indicates a shift towards more flexible and cost-effective combat capabilities, opening new growth opportunities for companies focused on unmanned systems, AI data analysis, and cybersecurity [5][12]. - Recent DCS orders highlight the strategic intent of the Israeli defense sector to invest in advanced technologies, benefiting companies specializing in these areas [6]. Investment Recommendations - The report recommends focusing on companies such as BAE Systems, Howmet Aerospace, Lockheed Martin, Boeing, RTX, Rheinmetall, and Woodward for potential investment opportunities [13].

当地时间17日，伊朗网络安全部门发表声明，称以色列正在大规模干扰伊朗的网络服务。声明称，网络 安全团队正积极应对以色列的这一攻击，以防止网络基础设施遭受破坏。目前，许多攻击已被成功阻 挡，相关服务正在努力恢复中。声明还表示，伊朗全国各地正实施多项措施，旨在防止以色列渗透伊朗 的网络系统，阻止其利用基础设施发动网络与军事行动，同时防止网络服务出现中断，保障民众的日常 需求。伊朗网络安全部门呼吁民众在此期间保持耐心，并予以配合。(央视新闻) ...

Investment Rating - The report maintains an "Outperform" rating for the company with a target price of 33.40 RMB [1][6][10] Core Insights - The integration of digital intelligence business significantly enhances the company's profitability, with projected revenues for 2025-2027 at 8.91 billion, 9.69 billion, and 10.69 billion RMB, reflecting year-on-year growth of 147.73%, 8.83%, and 10.26% respectively [6][10] - The net profit attributable to shareholders is expected to reach 170 million, 238 million, and 292 million RMB for the same period, showing substantial growth of 1669.83%, 40.08%, and 22.67% [6][10] - The company's cash generation ability is rapidly recovering due to the expansion of standardized products in cybersecurity, cost control measures, and the merger with AsiaInfo Technologies [3][10] Financial Summary - In 2024, the company achieved a revenue of 3.60 billion RMB, a year-on-year increase of 123.56% [6][10] - The gross profit margin in 2024 was 51.61%, up 3.79 percentage points, primarily due to the increased revenue share from standardized products in cybersecurity [6][10] - The net profit attributable to shareholders in 2024 was 9.59 million RMB, with the cybersecurity segment reporting a loss of 90.68 million RMB, while the digital intelligence segment turned profitable at 100 million RMB [6][10] Product and Market Insights - The company's standardized product revenue grew by 7.4% year-on-year, accounting for 47.3% of the cybersecurity revenue, with a gross margin of 61.35%, an increase of 13.53 percentage points [3][10] - The HarmonyOS is expected to positively impact the company's terminal security business, which is a core product line, enhancing growth in both existing and new markets [6][10]

Core Insights - The logistics industry is undergoing significant structural changes driven by globalization and technological innovation, as highlighted in the "2025 Global Logistics Trend Map" report by Maersk and Statista [1][9][16] - The report identifies ten key trends that are reshaping the logistics landscape, based on insights from over 500 industry leaders [1][16] Trend Summaries - **Supply Chain Visibility**: 86% of logistics decision-makers consider supply chain visibility as a critical trend, enhancing transparency from raw material sourcing to last-mile delivery through real-time tracking and digital twin technologies [2][3] - **Internet of Things (IoT)**: IoT technology is pivotal, with over 15,000 patent applications and more than 500 breakthrough innovations enhancing logistics perception capabilities [2][3] - **Supply Chain Diversification**: 78% of companies are diversifying their supply chains to mitigate geopolitical risks, particularly in the automotive sector, which has maintained a 92% stability in parts supply during conflicts [3][5] - **Financial Resilience**: Companies are adopting dynamic cost models and supply chain financial innovations, allowing them to reduce logistics costs even amid a 30% rise in energy prices [3][5] - **Digital Transformation**: 68% of enterprises are accelerating digital processes, with significant improvements in order processing efficiency and cybersecurity measures against supply chain ransomware attacks [3][5] - **Last-Mile Delivery Innovations**: 61% of retail companies are utilizing drone delivery and community micro-warehousing to reduce fresh goods delivery times to under one hour [4][5] - **Circular Economy**: The circular economy and AI are emerging trends, with companies reducing costs through sustainable practices and predictive maintenance [4][5] - **Regional Variations**: Different regions exhibit distinct logistics strategies, with the Middle East and Africa leading in AI and IoT adoption, while Asia Pacific excels in supply chain visibility [5][17] - **Industry-Specific Needs**: Various industries, such as pharmaceuticals and automotive, have unique logistics demands, emphasizing supply chain visibility and diversification to manage costs and compliance [5][21] - **Future Strategies**: Companies are encouraged to build a "resilience triangle" focusing on organizational agility, ecosystem collaboration, and technological integration to navigate future challenges [6][7]

记者从国家安全部了解到，在数字化飞速发展的今天，手机、电脑、智能家电等个人终端已成为我们生 活中不可或缺的部分。然而，个人终端在方便日常生活的同时，也存储着一些敏感数据信息，一旦遭受 攻击或入侵，不仅会损害个人利益，还可能对国家安全造成危害。如何在享受终端设备为我们带来便利 的同时，更好守护我们的数字人生，这里有一份个人终端安全指南，请查收。 安全风险有几何？ ——设备丢失带来的风险：设备丢失或被盗会直接引发信息泄露风险。若丢失手机，被别有用心者拾 获，密码等加密手段一旦遭破解，该手机的通讯录、聊天记录、照片等隐私数据则将被获取，不法分子 甚至能借助其中的支付软件威胁用户财产安全。 安全防护有妙招 （总台央视记者 李本扬） ——网络攻击带来的风险：网络攻击形式多样，最常见的就是网络"钓鱼"。攻击者通常会伪造电子邮 件、网站、即时通讯消息等，诱导用户点击恶意链接、下载恶意文件，进而窃取用户凭证和数据资料等 敏感信息。攻击者甚至可能通过关联入侵其他信息设备，对信息安全造成威胁。 ——软件漏洞带来的风险：不法分子可能通过编写恶意代码，利用软件漏洞入侵终端，自动收集个人数 据并上传。同时，一些软件过度索要定位、通讯录 ...