大会现场 金秋九月，硕果盈枝。为贯彻落实国务院发布的《关于深入实施"人工智能+"行动的意 见》（以下简称《意见》），深入推进"人工智能+安防"行动，推动安防新质生产力跃 升，9月26日，由中国安全防范产品行业协会（以下简称中安协）主办的2025中国安 防"人工智能+"行动大会在北京成功举办。大会以"数智世界 全域安全"为主题，聚焦政 策方向、产业变革、技术创新、未来趋势等议题，共谋"人工智能+安防"发展新机遇， 为行业数字化、智能化转型升级蓄势添能。大会现场庄重热烈，洋溢着科技变革的澎湃 气息。 中国安全防范产品行业协会秘书长 王楠 01 领导致辞：把航定向，开启安防新征程 大会现场 出 席大会的领导嘉宾有：十三届全国政协经济委员会副主任、工业和信息化部原副部长 刘利华，中安协理事长顾建国，中安协副理事长谭晓准、刘晓京，中国信息通信研究院 纪委书记李德文，公安部第三研究所所长罗善忠，公安部第一研究所副所长符东昇，武 警北京市总队原司令员、中安协专家委副主任李维杰，北京市消防局原局长、中安协无 安委主任吴志强，公安部科技信息化局原副局长、中安协数安委主任赵林，公安部科技 信息化委员会原副主任、中安协智慧社区与智 ...

Core Viewpoint - The 2025 China Security "Artificial Intelligence +" Action Conference aims to promote the integration of artificial intelligence with the security industry, focusing on innovation, policy direction, and technological advancements to enhance national security capabilities [1][2]. Conference Overview - The conference will be held on September 26, 2025, in Beijing, with a main forum for 300 participants and a sub-forum for 150 participants [1]. - The theme is "Digital Intelligence World, All-Domain Security," emphasizing the innovative development of "Artificial Intelligence + Security" [1]. Main Forum Content - The main forum will focus on the innovative application of AI large models in public safety, exploring key areas such as computing power algorithms, data supply, AI chips, and the systemic reconstruction of the security industry [2]. Sub-Forum Topics - The first sub-forum will address low-altitude safety and its applications in various sectors, including public safety and civil aviation [3]. - The second sub-forum will discuss the innovative applications of intelligent robots in public safety, exploring challenges and opportunities in the integration of AI and robotics [4]. Invited Speakers - The conference will feature representatives from government departments, research institutions, leading enterprises in the AI and security sectors, and typical user units from various industries [5][9]. Product Technology Showcase - The event will showcase the latest technologies and products in AI and security, including core algorithms, AI large models, and innovations in public safety applications [6]. Release Activities - Key initiatives to be launched include the "Artificial Intelligence + Security Action Initiative," public safety large model applications, and the 2026 China International Public Safety Products Expo [7]. Target Audience - The conference aims to gather authoritative figures and industry elites to foster collaboration and innovation in the AI and security sectors [8]. Registration and Business Cooperation - Interested parties are encouraged to register for the conference, with various sponsorship and exhibition opportunities available for businesses [10][11].

Investment Rating - The report maintains a "Recommended" investment rating for Hikvision (002415.SZ) with a current stock price of 28.37 yuan [1]. Core Views - The company reported a revenue of 92.496 billion yuan for 2024, reflecting a year-over-year growth of 3.53%, while the net profit attributable to shareholders decreased by 15.10% to 11.977 billion yuan [3][6]. - Hikvision's overall gross margin and net margin for 2024 were 43.83% and 14.21%, respectively, showing slight declines compared to the previous year [6]. - The report highlights the company's strong focus on technological innovation and the establishment of a flexible and efficient manufacturing system, with a total R&D investment of 47.702 billion yuan over the past five years [7][8]. Summary by Sections Financial Performance - In 2024, Hikvision achieved a revenue of 92.496 billion yuan, with a year-over-year growth of 3.5% projected for 2025 [5][11]. - The net profit for 2024 was reported at 11.977 billion yuan, with a forecasted increase to 13.247 billion yuan in 2025 [5][11]. - The company’s gross margin is expected to stabilize around 43.5% from 2025 to 2027, while the net margin is projected to gradually improve [11]. Business Segments - Domestic business segments showed a decline, with the Public Service Business Group (PBG) revenue at 13.467 billion yuan, down 12.29%, and the Enterprise Business Group (EBG) revenue at 17.651 billion yuan, down 1.09% [6]. - International business revenue increased by 8.39% to 25.989 billion yuan, while innovative business revenue grew by 21.19% to 22.484 billion yuan, accounting for 24.31% of total revenue [6][8]. R&D and Innovation - The company has established multiple R&D centers both domestically and internationally, focusing on a wide range of technologies including AI and IoT [7][8]. - Hikvision's innovative business, particularly in industrial IoT and smart logistics, is positioned to drive future growth, with a comprehensive service capability in AIoT [8]. Market Outlook - The report anticipates continued growth in net profit for 2025-2027, with projections of 13.247 billion yuan, 14.777 billion yuan, and 16.402 billion yuan, respectively [9]. - The company is recognized as a global leader in security monitoring products, with a strong presence in overseas markets and a growing innovative business segment [9].