本报讯 （记者丁蓉）7月11日晚，天融信科技集团股份有限公司（以下简称"天融信"）发布2025年半年 度业绩预告。公司预计上半年营业收入8亿元至8.5亿元，预计归属于上市公司股东的净利润同比增长 65.98%至70.84%。第二季度单季营业收入预计同比增长超8%。 今年上半年，天融信进一步加强市场营销工作，优化营销布局，增强市场渗透力。同时，公司充分发挥 自身核心竞争优势，积极优化市场竞争策略，强化项目筛选机制，收入质量持续提升，毛利率同比增长 超4个百分点。 公司持续深化内部管理，不断强化费用管控力度，在保证运营效率的同时，有效控制成本支出。今年上 半年，销售费用、研发费用及管理费用三项费用均实现同比下降，三项费用总额同比减少超过13%。 天融信深化"AI+安全"战略布局，抢占大模型应用安全市场。公司始终坚持技术创新的发展战略，持续 完善产品体系与解决方案，不断提升核心竞争力。今年上半年，公司天问大模型迎来重大升级，升级检 测引擎、引入智能体专家、支持多元化基座大模型，全面提升智能防守能力，实现网络安全防御从"规 则驱动"向"智能决策"的跃迁。 分析人士认为，在政策驱动下，大模型深入场景、加速向垂直领域渗透 ...

然而，新技术犹如一把双刃剑，在带来机遇的同时，也面临着诸多挑战。 其次是权限强管控，以用户身份为新边界开展网络和数据安全防护。通过堡垒机、"零信任"等技术措 施，对开发、训练等相关特殊人员和终端进行增强式安全管控。 三是严把内容关，构建贯穿大模型全生命周期的内容安全治理机制。齐向东表示，通过强化监测审计， 实现对大模型的核心数据管控。 在齐向东眼中，大模型应用的安全挑战有三重。第一重挑战是，"小数据"一失万无，"小数据安全"成为 数字经济时代的核心关切。第二重挑战是，大模型融通百业，"裸奔"上线极有可能引发业务停摆的链式 危机。第三重挑战是，对AI过度依赖，善恶真伪难辨别，一旦大模型决策失准会引发"蝴蝶效应"。 在数字经济时代，数据如同驱动发展的"石油"，人工智能则是"发动机"。如今，借助人工智能大模型， 企业通过对设计、生产等数据进行加工处理，形成精华"小数据"，这些"小数据"成为企业核心竞争力所 在。齐向东指出，一旦"小数据"被窃取、泄露或篡改，企业多年积累的优势将瞬间崩塌。 筑牢AI安全底线 面对这些挑战，齐向东认为，要筑牢AI安全的"五个关键"。首先是接入放心用，构建大模型安全"红 域"形成多维度边界 ...

Group 1 - The core viewpoint of the articles highlights that Q1 2025 saw Qimingxingchen achieve a net profit of 1.597 million yuan, marking a turnaround from losses, with an 8 percentage point increase in gross margin [1] - The company optimized operational efficiency across the entire chain and managed non-recurring gains and losses, resulting in a 15% reduction in total expenses compared to the same period last year, creating room for profit release throughout the year [1] - In the context of a challenging recovery in the cybersecurity industry, Qimingxingchen achieved a breakthrough through management efficiency, technological upgrades, and strategic collaboration, signaling long-term investment value [1] Group 2 - The company's profitability improvement is attributed to its proactive grasp of AI security strategic opportunities, targeting the new track of the security industry driven by AI large models [2] - Qimingxingchen has launched the "Jiutian·Taihe Security Large Model" and the industry's first full-cycle AI security solution "Anxing Intelligent Body," leveraging the technological foundation of China Mobile's Jiutian large model [2] - The company has accelerated product iteration on a weekly basis since February 6, 2025, completing multiple technological upgrades and establishing a comprehensive security product matrix for large model applications [2][3] Group 3 - Large model application security has become a significant growth area for Qimingxingchen, with key products including large model application firewalls and security proxies, forming a "three-piece set" for large model security [3] - Qimingxingchen deepened collaboration with China Mobile, showcasing innovations in AI application security and data security at the 2025 China Mobile Cloud Intelligence Conference [4] - The company plays a crucial role as a technology innovator and security product service leader for China Mobile, with a sales figure of 1.083 billion yuan from related transactions in 2024, over 70% of which came from collaborative expansion in government and enterprise security business [4] Group 4 - In 2025, Qimingxingchen plans to strengthen business collaboration with China Mobile, expecting to sell approximately 1.95 billion yuan worth of goods to China Mobile and its controlled enterprises [5] - The company has made breakthroughs in commercial models for personal and family smart scenarios, integrating security capabilities into China Mobile's entry-level products like "Mobile Cloud Computer," ensuring user cloud service security [5] - Qimingxingchen emphasizes technological innovation as a core driving force, focusing on improving business quality and deepening strategic collaboration to achieve profitability breakthroughs and demonstrate high-quality development potential [5]