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“厂商背后的厂商” 安博通构建安全算力新生态
当不知疲倦的AI攻击机器人7×24小时不间断地向智算中心发动进攻,传统网络安全依靠人力"见招拆 招"的防御体系,正面临前所未有的降维打击。攻防的天平正在倾斜,网络安全亟待一位新的"总指 挥"。在这场关乎未来的赛道上,安博通董事长钟竹给出了他的答案:唯有以AI对抗AI,构建融合安全 与算力的新生态,才能为智能世界守住底线。 从隐秘的"厂商背后的厂商",到站上AI安全算力生态的聚光灯下,科创板网络安全第一股安博通正走在 从"网络安全创新者"到"AI安全算力生态构建者"的战略跃迁路上。 战略升级: 从"守护路网"到"指挥交通" 在钟竹看来,尽管大数据、云计算等技术推动了网络安全行业发展,但人工智能才是带来重构性影响的 关键。传统网络安全以攻防对抗为核心,比拼的是人力与经验,而AI的出现彻底打破了这一平衡。攻 击者可借助AI工具降低攻击门槛,催生24小时不间断的攻击机器人,这种持续的高强度攻击,将导致 传统以人力为核心的防御体系失效,形成"攻防错位"。 "抵御AI攻击,只能用AI对抗",这一行业共识催生安全行业的新逻辑。钟竹强调,"天下武功,唯快不 破",攻防对抗的核心已转向算力竞争,算力越高,响应速度越快,防护效果 ...
安博通(688168):安全人工智能产品收入突破 致力构建AI时代安全算力生态
Xin Lang Cai Jing· 2025-08-21 12:30
Core Insights - The company reported a revenue of 737 million yuan for 2024, representing a year-on-year growth of 34.37%, but faced a net loss of 119 million yuan [1][2] - In Q1 2025, the company achieved a revenue of 308 million yuan, showing a significant year-on-year increase of 444.91%, but continued to incur losses [1][3] Financial Performance - For 2024, the company’s revenue growth was driven by significant increases in income from security gateways and security services, particularly from new AI security products [2] - The company’s operating cash flow turned positive at 157 million yuan in 2024, despite the net losses [1] - The increase in expenses, particularly in sales (up 122.45%), management (up 55.78%), and R&D (up 26.08%), contributed to the net loss [2] Business Development - The company is focusing on core technology innovation and has made strides in AI security solutions, with several products receiving industry recognition [4] - Strategic partnerships have been established to enhance capabilities in AI and security, including collaborations with major tech firms and participation in industry initiatives [4] Future Outlook - The company is expected to see continued improvement in performance due to the successful rollout of new business lines and enhanced operational efficiency [5] - Revenue forecasts for 2025-2027 have been adjusted upwards, with projected revenues of 814 million yuan, 922 million yuan, and 1.055 billion yuan respectively [5]