Core Points - Microsoft will officially stop technical support for two specific registry keys in Windows domain controllers starting from September 9, 2024, as part of its "Patch Tuesday" updates [1][3] - This decision aims to address multiple high-risk vulnerabilities related to the Kerberos authentication protocol that were disclosed previously [3] Vulnerabilities Details - The adjustments involve three vulnerabilities identified as CVE-2022-34691, CVE-2022-26931, and CVE-2022-26923, all associated with the Kerberos authentication protocol used in Windows domain controllers [3] - Kerberos is the core authentication mechanism for Windows Active Directory, and if exploited, attackers could bypass authentication processes to gain domain administrator privileges or forge tickets for lateral movement [3] - Microsoft had released patches for these vulnerabilities in August 2022 but retained temporary support for certain registry keys to maintain compatibility with older systems [3] Recommendations and Implications - Following the disclosure of these vulnerabilities in 2022, Microsoft advised enterprises to disable the affected features to mitigate risks, although some legacy systems still relied on these registry keys [3] - With the upcoming update on September 9, the related configurations will no longer be effective, and systems will be required to use Kerberos implementations that meet the latest security standards [3]

Group 1 - CrowdStrike Holdings experienced a stock price adjustment, declining by 4.14% following its latest earnings report, which raised investor concerns despite a 21% revenue growth to $1.17 billion in Q2 [1][2] - The company reported a GAAP net loss of $77 million for the quarter, contrasting with a net profit of $47 million in the same period last year, primarily due to investments in key areas and a competitive market environment [1][2] - For Q3, CrowdStrike expects revenue between $1.208 billion and $1.218 billion, slightly below market expectations of $1.23 billion, but has raised its full-year revenue guidance to between $4.75 billion and $4.81 billion, indicating a positive internal outlook [1][2] Group 2 - CrowdStrike announced the acquisition of real-time telemetry pipeline management company Onum, aimed at enhancing its Falcon platform's security information and event management capabilities [2] - The company achieved a record annual recurring revenue (ARR) of $4.66 billion, reflecting strong customer trust and demand, with new ARR reaching a quarterly high of $221.1 million [2] - Despite the net loss, CrowdStrike reported a non-GAAP net profit of $237.4 million, with earnings per share of $0.93, exceeding market expectations [2]

Core Viewpoint - Tongding Interconnection Information Co., Ltd. reported a revenue of 1.522 billion yuan for the first half of 2025, marking a year-on-year increase of 5.39% and a net profit of 6.7795 million yuan after deducting non-recurring gains and losses [1] Group 1: Financial Performance - The company achieved a revenue of 1.522 billion yuan, reflecting a growth of 5.39% compared to the previous year [1] - The net profit attributable to shareholders, after excluding non-recurring items, was 6.7795 million yuan [1] Group 2: Business Segments - The power cable business experienced significant growth, with a revenue increase of 47.02% year-on-year [1] - The safety business generated a revenue of 120 million yuan, showing a remarkable growth of 301.91% [2] Group 3: Market Position and Strategy - Tongding Interconnection is recognized as a leading manufacturer in the domestic communication and power cable sectors, with a focus on enhancing customer satisfaction and product quality [1] - The company aims to further develop its power cable business by increasing efforts in the State Grid and railway markets, aligning with national policies [1] - The safety business includes network security and safety systems, with products and solutions tailored for various sectors such as energy, photovoltaic, and data centers [2]

Core Viewpoint - The company is actively leveraging blockchain technology and digital currency applications to enhance its business model and expand into new markets, particularly in digital rights management and internet finance. Group 1: Company Developments - The subsidiary Kuaishiting is focused on utilizing blockchain technology to empower the industry and expand applications in the metaverse, issuing digital collectibles to provide new rights and copyright proof for digital content [2] - The company has conducted extensive research on digital copyright management technology based on blockchain, which ensures stricter control over copyright for authors compared to traditional methods [2] - The company is developing digital currency application products and is actively pursuing market collaborations through its wholly-owned subsidiary Fengfu Payment [2] Group 2: Financial Performance - For the first half of 2025, the company achieved operating revenue of 265 million yuan, representing a year-on-year growth of 24.66%, and a net profit attributable to shareholders of 16.7 million yuan, a significant increase of 2747.64% [8] - The company has distributed a total of 370 million yuan in dividends since its A-share listing, with cumulative distributions of 42.83 million yuan over the past three years [9] Group 3: Market Position and Trends - The company holds the most provincial network operator cases and the highest national secret certification level in traditional DVB network security, indicating a strong market position [3] - Internet finance is a key focus for the company, with rapid growth in P2P cooperation business, currently collaborating with nearly 400 partners and achieving a monthly capital flow of 1.5 billion yuan [3]

Core Insights - Qianxin Technology Group Co., Ltd. reported a revenue of 1.742 billion yuan for the first half of 2025, focusing on core customers to strengthen its market position in key industries [1] Revenue Structure - Enterprise customers remain the primary revenue driver, contributing 78.74% of the main business income, followed by government clients at 14.54% and judicial clients at 6.72% [1] - The energy, finance, telecommunications, and special industries collectively account for over 50% of the company's main business revenue [1] - Clients generating over one million yuan in revenue contribute more than 60% to the company's total revenue [1] Market Expansion - The company has established a deep-dive operational model focusing on 200 super-large clients from a base of 1,000 major clients [1] - Significant contracts were secured in the financial, telecommunications, energy, manufacturing, consumer goods, and government sectors during the first half of the year [1] Overseas Market - The company successfully won several benchmark projects overseas, including a major project for the largest overseas branch of a state-owned bank, involving terminal security products and services worth over 20 million yuan [1] - This project represents the largest case benchmark for the company in the overseas market and is the largest single project for Chinese cybersecurity firms in that region, establishing an important benchmark in the financial sector for overseas Chinese institutions [1]

Core Viewpoint - The company is optimistic about the long-term growth potential of the cybersecurity industry, driven by increasing demand for high-quality security capabilities and the recent government initiatives to enhance security levels in the context of artificial intelligence [2][4]. Group 1: Industry Trends - The cybersecurity industry is experiencing a transformation, with traditional business growth being constrained while demand for high-quality security capabilities is increasing [2]. - The recent government policy on "Artificial Intelligence+" is expected to fundamentally boost the economy and create significant opportunities for the cybersecurity sector [4]. - The industry is at a pivotal point of technological transition, with expanding market opportunities and a rising ceiling for growth [2][4]. Group 2: Company Strategy - The company identifies its core advantages and strategic measures as a "three-in-one" approach: deepening collaboration with China Mobile, enhancing high-quality security capabilities, and strengthening innovation and management efficiency [3]. - The company is committed to leveraging technological innovation to meet the high-quality demands of the industry and support the digital transformation of society [3][5]. - The company has established a significant first-mover advantage in key areas such as model evaluation and access control due to strategic investments made since February 2024 [5]. Group 3: Market Opportunities - The government policy is expected to create structural growth opportunities in the cybersecurity industry, with AI-related security investments projected to account for 5% to 15% of the overall incremental investment driven by this policy [4]. - The growth drivers for AI security investments include AI empowering security, ensuring the safety of AI core technologies, and protecting emerging AI applications [4].

Core Viewpoint - The Chinese Embassy in the Netherlands refutes allegations of Chinese hackers launching cyberattacks against the Netherlands, asserting that such claims lack factual basis [1] Group 1: China's Position on Cybersecurity - China is portrayed as a staunch defender of cybersecurity and one of the largest victims of hacking and cyberattacks [1] - The Chinese government firmly opposes and legally combats any form of cyberattacks, emphasizing that no country or individual is allowed to conduct illegal activities using Chinese infrastructure [1] Group 2: Call for Cooperation - The Chinese commentary urges Dutch authorities to adopt a responsible attitude and cease using cybersecurity issues to smear China [1] - It highlights that cybersecurity is a common challenge faced by all countries, advocating for enhanced dialogue and cooperation between China and the Netherlands to address global cybersecurity threats [1]

Core Viewpoint - The article emphasizes the importance of public participation in shaping the digital blueprint for Liaoning's "14th Five-Year Plan" period, focusing on various aspects of internet and information security [1] Group 1: Digital Development Initiatives - The Liaoning Provincial Internet Information Office, in collaboration with People's Daily, is collecting public opinions and suggestions for the digital development plan until September 30 [1] - The initiative aims to enhance network content construction, network civilization, legal governance, ecological management, cybersecurity, data security, personal information protection, digital economy development, and talent cultivation in the internet sector [1] Group 2: Importance of Cybersecurity - The article highlights that without cybersecurity, there can be no national security, and without informatization, there can be no modernization [1] - The emphasis on cybersecurity and data protection is crucial for the high-quality development of Liaoning's internet information sector [1] Group 3: Collaborative Efforts - The Liaoning Provincial Internet Information Office will work with People's Daily to organize, summarize, and analyze the collected suggestions to ensure effective implementation of good ideas [1] - The goal is to foster a collective effort for the high-quality development of Liaoning's internet information industry [1]

Group 1 - The core viewpoint of the news is that Yongxin Zhicheng experienced a decline in stock price, dropping by 5.34% to 26.21 CNY per share, with a total market capitalization of 3.957 billion CNY [1] - Yongxin Zhicheng Technology Group Co., Ltd. is a network security enterprise focused on technological innovation, established on September 2, 2010, and listed on October 19, 2022 [1] - The company's main business revenue composition includes: digital wind tunnel and operation at 50.03%, network range and operation at 42.01%, and security protection and control at 7.96% [1] Group 2 - From the perspective of fund holdings, Taiping Fund has one fund heavily invested in Yongxin Zhicheng, specifically the Taiping Science and Technology Innovation Selected Mixed Fund A (019575), which held 22,700 shares, accounting for 4.87% of the fund's net value [2] - The fund has experienced a year-to-date return of 25.16% and a one-year return of 59.22%, ranking 2915 out of 8189 and 1878 out of 7969 in its category, respectively [2] - The fund manager, Yang Xingyuan, has been in position for 2 years and 134 days, with the best fund return during his tenure being 29.05% and the worst being -28.99% [3]

针对网络安全行业的现状以及未来发展趋势，袁捷董事长给出了自己的看法：一方面，传统网络安全业 务增速受限、相关产品和服务增长承压；另一方面，高质量网络安全能力的供给需求愈发旺盛。总体 看，网络安全产业的发展动能是充足的，其韧性强、潜力大、长期向好的基本面没有变，产业长期向好 的趋势不变。 (原标题：启明星辰（002439）披露半年报投资者交流袁捷董事长首次亮相) 8月28日晚，启明星辰(002439.SZ)发布了最新的投资者关系活动记录表，启明星辰新任董事长袁捷首次 参与此次机构投资者交流活动。恰逢国务院发布关于深入实施"人工智能+"行动的意见，本次交流活动 吸引众多投资机构关注。 新任董事长阐述行业趋势及公司战略机遇 多家机构就《意见》对网安行业的影响与启明星辰进行交流。启明星辰也做了相应的解读，该《意见》 对经济形势有根本性拉动，明确新生产力方向，提升经济量质构效，其提出的六个重点领域将延伸出网 络安全需求，对经济多个方向起到指引作用。《意见》可能使人工智能成为新的生产力要素，与数据要 素交互作用，拉动经济高质量发展。《意见》提出的智能终端和智能体覆盖度量化指标，对产业是极大 利好，启明星辰也将受益。 袁捷 ...