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兴业证券股份有限公司 关于上海英方软件股份有限公司 2024年度持续督导跟踪报告
Zheng Quan Ri Bao· 2025-05-14 22:13
Core Viewpoint - The company, Yingfang Software, is facing significant challenges in 2024, with a notable decline in revenue and net profit due to macroeconomic factors, increased competition, and tightened customer budgets [2][4][19]. Financial Performance - In 2024, the company's operating revenue was 190.49 million yuan, a decrease of 21.65% compared to 2023 [2][18]. - The net profit attributable to shareholders was -28.59 million yuan, a decline of 164.29% year-on-year [2][19]. - The net profit after deducting non-recurring gains and losses was -44.74 million yuan, down 267.99% from the previous year [2][19]. - The company's cash flow from operating activities was -38.19 million yuan, a decrease of 1,273.24% compared to the previous year [19]. Investment and R&D - The company maintained a high level of investment in research and development, with R&D expenses accounting for 55.93% of operating revenue, an increase of 18.53 percentage points from the previous year [20][28]. - As of December 31, 2024, the company held 204 patents, including 58 invention patents and 146 software copyrights [29]. Market Position and Competition - The company operates in the data replication software industry, which is characterized by a relatively small market size in China compared to foreign counterparts [14][15]. - The domestic disaster recovery market was approximately 735 million USD in 2023, with a year-on-year growth of 11.8% [14]. - The company has developed a comprehensive product line that includes disaster recovery, backup, and cloud data management solutions, achieving competitive parity with foreign products in key functionalities [21][22]. Risks and Challenges - The company faces risks related to significant revenue decline and potential losses due to macroeconomic conditions, customer budget constraints, and prolonged approval cycles [4][19]. - The reliance on financial industry clients, which accounted for 30.44% of the company's main business revenue, poses a risk if investment scales in this sector decrease [8]. - The company is also exposed to legal risks, having been involved in multiple lawsuits, although recent rulings have been favorable [9][10]. Use of Funds - The company raised approximately 809.80 million yuan through its initial public offering, with net proceeds of about 731.66 million yuan after deducting fees [31]. - As of December 31, 2024, the progress of key fundraising projects was reported at various completion rates, with some projects experiencing slower-than-expected progress [34][35].
工信部拟规范儿童手表 多项措施保护个人信息
Zhong Guo Xin Wen Wang· 2025-05-14 15:12
Core Points - The Ministry of Industry and Information Technology of China is soliciting opinions on the draft mandatory national standard for "Safety Technical Requirements for Children's Watches" [1][2] - The standard addresses various aspects including battery safety, network security, prevention of internet addiction, and payment control [1] - The definition of children's watches includes those designed for children aged 3 to 14 years, with smart features such as communication and location tracking [1] Summary by Categories Information Security - The standard specifies six aspects to ensure product safety, requiring watches to have security management mechanisms for applications or installation programs to prevent malicious software [1][2] Data Security and Personal Information Protection - Eight aspects are outlined to ensure data security, including the need for dedicated rules for processing children's personal information and restrictions on default access to microphone, camera, and location services [1][2] Content Security - Ten aspects are proposed to ensure content safety, including the establishment of a dedicated content pool for children and the prohibition of pre-installed generative voice Q&A applications [2] Biometric Recognition - The standard includes provisions for biometric recognition, allowing registered users to deactivate this feature and requiring watches to have detection capabilities for anti-spoofing attacks [2]
迪奥的用户信息遭泄露,问题可能出在哪儿
经济观察报· 2025-05-14 13:00
杜双介绍,为完成精准推广,企业通常会将线上各渠道收集到 的用户信息,授权给第三方数据分析机构,以分析用户的设备 型号、消费习惯等用户画像,这一过程中可能会出现数据保护 不当的问题。 作者: 罗文利 封图:图虫创意 5月13日10点13分,小岚收到了迪奥发来的短信。信息显示,迪奥于5月7日发现,曾有未经授权的 外部人员获取了迪奥持有的部分客户数据。 迪奥是法国时尚消费品牌,隶属于全球奢侈品集团LVMH(路威酩轩),主要经营手袋、女装、首 饰、香水、化妆品等高档消费品,小岚在迪奥多次购买过包和鞋子。 迪奥的短信内容显示,泄露的数据包括客户姓名、性别、手机号码、电子邮箱、邮寄地址以及消费 金额和偏好等。迪奥还强调,被访问的数据库中不包含诸如银行账户详情、国际银行账户号码 (IBAN)或信用卡信息等财务信息。 5月13日,迪奥官方客服向经济观察报就用户数据泄露一事进一步介绍,目前并未接到用户因数据 泄露导致的财产损失报告,此次短信是对用户的"预警"。另外,此次数据泄露的范围以收到短信的 用户为准,不排除海外用户同样遇到数据泄露的可能性。 迪奥并未解释用户数据在哪一个环节遭到泄露。上海锦天城(郑州)律师事务所律师贾帅告 ...
迪奥的用户信息遭泄露,问题可能出在哪儿
Jing Ji Guan Cha Wang· 2025-05-14 11:39
5月13日10点13分,小岚收到了迪奥发来的短信。信息显示,迪奥于5月7日发现,曾有未经授权的外部 人员获取了迪奥持有的部分客户数据。 迪奥是法国时尚消费品牌,隶属于全球奢侈品集团LVMH(路威酩轩),主要经营手袋、女装、首饰、 香水、化妆品等高档消费品,小岚在迪奥多次购买过包和鞋子。 迪奥的短信内容显示,泄露的数据包括客户姓名、性别、手机号码、电子邮箱、邮寄地址以及消费金额 和偏好等。迪奥还强调,被访问的数据库中不包含诸如银行账户详情、国际银行账户号码(IBAN)或 信用卡信息等财务信息。 5月13日,迪奥官方客服向经济观察报就用户数据泄露一事进一步介绍,目前并未接到用户因数据泄露 导致的财产损失报告,此次短信是对用户的"预警"。另外,此次数据泄露的范围以收到短信的用户为 准,不排除海外用户同样遇到数据泄露的可能性。 迪奥并未解释用户数据在哪一个环节遭到泄露。上海锦天城(郑州)律师事务所律师贾帅告诉经济观察 报,出于物流运输或广告营销等目的,部分企业会将用户数据委托给第三方数据公司,进行快递配送或 用户画像等数据信息化服务,这一过程中,数据可能会在储存和传输两个环节出现纰漏,从而导致用户 的个人信息泄露。 ...
【光大研究每日速递】20250514
光大证券研究· 2025-05-14 00:53
Group 1 - The core viewpoint of the article highlights the performance of various funds, with defense and military-themed funds leading the market, while TMT and gold ETFs see increased investment [4] - The article notes that the stock index funds have risen by 1.76%, and the defense and military-themed funds have increased by 4.46%, indicating strong sector performance [4] - It mentions that the steel sector's profitability is expected to recover to historical average levels, suggesting potential investment opportunities in steel stocks [4] Group 2 - In the new materials sector, the price of praseodymium and neodymium oxide has risen for two consecutive weeks, indicating a growing demand in the new energy vehicle market [5] - Lithium prices have dropped below 80,000 yuan/ton, with potential for accelerated capacity exit, suggesting a focus on cost-advantaged lithium mining companies [5] - The Democratic Republic of Congo's decision to suspend cobalt exports for four months may alleviate global cobalt market oversupply [5] Group 3 - The life sciences sector is seeing a trend towards domestic substitution for high-end reagents, driven by global tariff policy changes and supply chain security concerns [6] - Merck Life Science has announced a temporary surcharge on orders from China due to rising costs, reflecting the industry's challenges [6] Group 4 - China Unicom is positioned as a national team in digital information services, with its cloud business expected to become a second growth curve [7] - The company has a stable dividend yield, averaging over 6% in the past five years, indicating strong financial stability [7] - As one of the three major state-owned telecom operators, China Unicom has certain advantages in data center resources in core cities [7] Group 5 - Hillstone Technology is optimizing its product structure through the acquisition of TDK's micro-motor business, which includes over 2,000 patents and a skilled R&D team [8] - The acquisition is expected to enhance the company's capabilities across the entire supply chain [8] Group 6 - Huahong Semiconductor reported Q1 2025 revenue of $541 million, a year-on-year increase of 17.6%, aligning with the company's guidance [9] - The revenue from 8-inch wafers was $230 million, down 4% year-on-year, while 12-inch wafers saw a 41% increase to $310 million [9]
Dior客服称公司已启动对“用户个人隐私数据泄露”调查;资生堂一季度营业利润扭亏|消费早参
Mei Ri Jing Ji Xin Wen· 2025-05-13 23:35
Group 1: Data Privacy Issues - Dior has confirmed a data breach involving unauthorized access to customer data, including names, gender, phone numbers, email addresses, mailing addresses, spending amounts, preferences, and other collected information [1] - The company has initiated an investigation and is taking measures to control the situation, which may impact consumer trust in the luxury brand [1] - This incident highlights data security challenges in the luxury sector's digital transformation, potentially leading to increased compliance costs and a push for enhanced information security investments [1] Group 2: Shiseido's Financial Performance - Shiseido reported net sales of 228.24 billion yen (approximately 10.87 billion RMB) for Q1 2025, a year-on-year decline of 8.5% [2] - The company achieved an operating profit of 7.20 billion yen (approximately 350 million RMB), recovering from a loss of 8.7 billion yen in the same period last year [2] - To address declining travel retail sales, Shiseido has restructured its operations by integrating its China and travel retail businesses under unified management [2] Group 3: Alibaba's Marketing Strategy - Alibaba's Fliggy platform launched its "618" sales event, which runs from May 13 to June 20, featuring a record number of merchants and products [3] - The event covers over 160 countries and regions, with a focus on live streaming across multiple platforms, including WeChat and Xiaohongshu, to reach a broader audience [3] - This strategy reflects a trend towards comprehensive marketing in the travel sector, aiming to secure inventory and enhance revenue management ahead of the summer travel season [3] Group 4: Haidilao's New Business Venture - Haidilao has opened a new bakery brand named "拾㧚耍•SCHWASUA" in Hangzhou, focusing on low-priced products with an average customer spend of around 10 RMB [4] - The bakery offers over 50 products, with many priced below 10 RMB, including various baked goods and beverages [4] - This move leverages Haidilao's supply chain advantages and aims to expand its business model, although it faces risks associated with cross-industry ventures [4]
DIOR承认“中国客户信息外泄”!提示短信“迟到”引发争议 专家:奢侈品获客难,行业互“泄”隐私或惹祸端
Mei Ri Jing Ji Xin Wen· 2025-05-13 12:44
每经记者|杜蔚 每经编辑|马子卿 "我和几个朋友突然收到DIOR(迪奥)的短信,说客户信息被泄露了,让我保持警惕,这是不是骗子?"5月12日晚,胡佳(化名)向《每日经济新闻》记者 表达了这样的疑惑。 和胡佳一样,当日小红书等平台有多位网友晒出相关截图,表示收到上述DIOR提示短信。这些短信显示,DIOR于2025年5月7日发现,曾有未经授权的外部 人员获取了迪奥持有的部分客户数据。泄露的中国客户数据包括姓名、手机号码以及消费金额和偏好及其他该品牌收集的用户信息。 图片来源:小红书等社交平台 "我们最近发现了一起事件,该事件导致未经授权的外部方获取了我们持有的一些数据,包括客人数据。"5月13日上午,DIOR官方客服人员在微信上向《每 日经济新闻》记者确认了该品牌中国用户个人隐私数据被泄露的消息,并表示已对此次泄露事件启动调查。 诞生于1946年法国巴黎的DIOR,是全球知名奢侈品牌,现隶属于LVMH(路威酩轩)集团。此番突发客户数据外泄,广受关注。值得注意的是,截至目 前,韩国、日本等地区的消费者也在社交网站上透露,其收到了相关信息泄露的短信。 "客户是核心资产,客户数据安全是最基本的底线,这提醒所有奢侈品牌 ...
迪奥证实中国用户数据遭泄露,称不涉及银行账户等财务信息
Nan Fang Du Shi Bao· 2025-05-13 09:46
5月12日晚,多名网友在社交平台晒出迪奥(Dior)发来的短信,内容显示该品牌近日发生了数据泄露事件,受影响的客户个人 信息或包括姓名、手机号、邮寄地址、消费水平及偏好等,但不涉及银行账户、信用卡信息等财务信息。迪奥称目前已展开调 查并向相关监管部门报备,建议用户对可疑通信保持警惕等。 我国《个人信息保护法》第五十七条规定,发生或者可能发生个人信息泄露、篡改、丢失的,个人信息处理者应当立即采取补 救措施,并通知履行个人信息保护职责的部门和个人。通知应当包括三类事项:发生或者可能发生个人信息泄露、篡改、丢失 的信息种类、原因和可能造成的危害;个人信息处理者采取的补救措施和个人可以采取的减轻危害的措施;个人信息处理者的 联系方式。 同时,个人信息处理者采取措施能够有效避免信息泄露、篡改、丢失造成危害的,个人信息处理者可以不通知个人;履行个人 信息保护职责的部门认为可能造成危害的,有权要求个人信息处理者通知个人。信息泄露可能导致身份盗用、网络诈骗等风 险,从迪奥向用户发送的短信内容来看,相关风险或已实际产生。 (文章来源:南方都市报) 迪奥向用户发送的通知短信。 图源微博网友 5月13日,南都记者通过微信向迪奥官方 ...
紫牛热点∣客户数据泄露?多名网友收到迪奥提醒短信!迪奥方回应
Yang Zi Wan Bao Wang· 2025-05-13 06:21
扬子晚报网5月13日讯(记者 郭一鹏) 5月12日至13日,不少网友在社交平台上发文称,收到以"迪奥"品牌名义发来的短信。记者看到,短信内容显示 2025年5月7日曾有未经授权的外部人员获取了该品牌持有的部分客户数据。 我们谨此通知您,我们于2025年5月 7日发现,曾有未经授权的外部人员 获取了我们持有的部分客户数据。 我们已采取措施以避免此次恶意访问 事件的事态扩大,在网络安全专家的 协助下,我们正持续对该事件展开调 查并进行应对. 以及向相关监管部门 进行报备。 根据目前调查进展,在中国收集的受 影响的客户个人信息的最大范围可能 包括姓名、性别、手机号码、电子邮 箱地址、邮寄地址、消费水平、偏 好,以及您可能已向我们提供的其他 信息。被访问的数据库中不包含诸 如银行账户详情、国际银行账户号 码(IBAN)或信用卡信息等财务信 最。 初步调查显示. 此次事件是由数据库 遭受未经授权的访问所致。作为最佳 做法,并且出于高度谨慎的考虑,我 有人收到迪奥这个短信 吗 在迪奥消费20元 … 4分钟即 今天 07:59 【DIOR迪奥】尊敬的女士/先生: 我们谨此通知您,我们于2025 年5月7日发现,曾有未经授权 ...
迪奥Dior证实中国客户数据遭泄露,但不包含银行账户详情
Nan Fang Du Shi Bao· 2025-05-13 05:52
网传短信截图。 对此,迪奥官方回复南都记者表示:迪奥在发现该事件后已第一时间采取措施,在网络安全专家的协助下,正持 续对该事件展开调查并进行应对 ,以及向相关监管机构进行报备。"对于此次事件可能造成的困扰,我们向客户 致以深切歉意"。 法国奢侈品集团LVMH旗下的Dior(迪奥)品牌5月13日被披露其中国市场发生客户数据泄露事件,引发消费者的 广泛关注,相关话题瞬间登上微博热搜。 根据网友爆料于5月13日上午收到迪奥的短信显示:"迪奥于2025年5月7日发现,曾有未经授权的外部人员获取了 其持有的部分客户数据。在中国收集的受影响客户个人信息最大范围可能包括姓名、性别、手机号码、电子邮箱 地址、邮寄地址、消费水平、偏好,以及客户可能已向迪奥提供的其他信息。被访问的数据库中不包含银行账户 详情、国际银行账户号码(IBAN)或信用卡等财务信息。" 迪奥官方客服证实短信内容属实,如果收到短信,就证明客户的信息可能受到影响。如果还没有收到短信,请留 意后续可能会收到该短信内容。客服同时也表示,针对这一安全事件,迪奥已向中国用户发出提醒,建议客户提 高警惕,特别注意防范可疑短信、电话及电子邮件,并避免点击来路不明的链接或 ...