昨天，发生了哪些财经大事？ 中国稀土集团辟谣： 部分董事、高管职务变动 系正常人事安排 中国稀土集团有限公司6月29日发布声明：针对近期有网民发布的中国稀土集团有限公司 （以下简称"中国稀土集团"）旗下上市公司"中国稀土"（000831.SZ）部分董事、高管职 务变动方面的不实信息，中国稀土集团郑重声明如下： 本次"中国稀土"部分董事、高管职务调整系中国稀土集团和"中国稀土"根据工作需要，为 优化公司治理结构、提升管理效能，严格按制度及监管规定开展的正常人事安排，程序合规 透明，相关人员职务调整后仍在中国稀土集团其他岗位任职。当前，中国稀土集团和"中国 稀土"各项工作未因相关人员变动受到影响。对于任何试图通过传播不实信息、误导公众、 扰乱市场秩序的行为，中国稀土集团保留追究其法律责任的权利。希望广大网友自觉抵制谣 言，共同营造清朗网络空间，维护良好市场秩序。 据介绍，中国稀土集团有限公司（简称"中国稀土集团"）于2021年12月23日在江西省赣州 市成立，是由中国铝业集团有限公司、中国五矿集团有限公司、赣州稀土集团有限公司所属 稀土资产重组整合，并引入中国钢研科技集团有限公司、中国有研科技集团有限公司两家科 ...

"全国特种设备安全日"上海主场活动在普陀区长风湾党群服务中心举行。活动上，上海市市场监管局发 布《上海市大型游乐设施使用单位安全运营合规指引》，该《指引》不仅明确了大型游乐设施在采购、 注册、检验等环节的设备要求，也对其选址要求作了明确。值得注意的是，《指引》对"设备安全管 理"作出了全链条严格规定，包含多条"禁止性"规定：不得采购超过设计使用年限的大型游乐设施；禁 止使用国家明令淘汰和已经报废的大型游乐设施；未经检验或者检验不合格的大型游乐设施，不得继续 使用；运营过程中如发生异常情况，应当停机检查、严禁带病运营。(智通财经) ...

5月29日下午，北京市公安局联合北京市交通委等相关单位，开展了"平安有我"安全宣讲走进出租车、网约车和汽车租赁行业主题活动。北京市公安局、北 京市交通委、北京市交通运输综合执法总队、北京市出租汽车暨汽车租赁协会相关领导，以及出租车、网约车、汽车租赁行业管理人员和司机代表参加了活 动。 活动现场还设置了警民互动宣传区，通过发放宣传资料、展示实物模型、互动问答等形式，为行业从业人员答疑解惑。 "听了今天的'平安有我'安全宣讲我感触很深，回去我得跟车队的兄弟们好好念叨念叨。"出租车司机赵凤文说道，"平平安安回家，家人才能放心。"另一位 出租车司机高全也表示在现场学到了很多，"希望回去之后通过我的车厢将这些安全知识传递给更多的人"。 北京市公安局公交总队出租支队支队长杜爱华介绍，举办此次宣讲活动的主要目的是要在出租车、网约车和汽车租赁行业中传递安全运营理念，进一步提高 行业安全防范水平，让市民的每次出行都能成为可依赖的温暖旅程。 活动现场播放了《首都出租汽车驾驶员应知应会》安全宣传片；北京市公安局公交总队相关领导发表致辞并介绍了"平安有我"安全宣讲主题活动情况；北京 市出租汽车暨汽车租赁协会代表向广大从业人员发出倡议 ...

以"数智无界 安全共生"为主题的2025中国数谷・西湖论剑大会5月10日开幕，汇聚政、产、学、研、用 各界精英，聚焦数据要素市场化配置改革与人工智能深度融合等核心议题分享前瞻洞见，发布多项成 果，启动系列重要合作，共同发起数据要素×人工智能赋能高质量发展倡议，为数字经济高质量发展注 入强劲新动能。 2025中国数谷・西湖论剑大会5月10日开幕。 "将大模型风险评估检测列为关键任务" 活动期间，不仅举行主论坛、"AI智能体应用与安全治理论坛""数据安全流通论坛"两场平行论坛，而且 举办低空安全、重点行业AI应用与安全防护、运营商可信数据空间暨数据安全、金融行业AI与数据安 全、网络空间智能计算及空间表达、人工智能赋能产业、AI重塑企业数字化转型及安全新格局、商用 密码等专题研讨会。 在主题报告环节，第十四届全国政协委员、经济委员会委员、中国网络空间安全协会理事长赵泽良等多 位重量级嘉宾，围绕数据要素的价值释放、人工智能的创新突破以及数字时代的安全共生等核心议题进 行分享。在《数据要素化面临的挑战》主题报告中，中国计算机学会原理事长、CCF计算机博物馆馆长 梅宏表示，当前我国数字化转型处于起步阶段，数据资产相关法 ...

Core Insights - Fortinet Inc. reported strong first-quarter 2025 results, with both earnings and revenues exceeding expectations and showing year-over-year improvement [1][2]. Financial Performance - Non-GAAP EPS for Q1 2025 was 58 cents, beating the Zacks Consensus Estimate by 9.43%, and up 34.9% from 43 cents in the same quarter last year [1]. - Total revenues reached $1.54 billion, surpassing the consensus mark by 0.21% and reflecting a 13.8% year-over-year increase, driven by growth in services and product revenues [2]. - Product revenues increased by 12.3% year over year to $459.1 million, with notable growth in both hardware and software solutions [3]. - Service revenues grew 14.4% year over year to $1.08 billion, accounting for 70% of total revenues, with security subscriptions rising 16% [4]. Growth Metrics - Fortinet added over 6,300 new logos in Q1, supported by investments in channel partners [2]. - Remaining Performance Obligations (RPO) grew 12% to $6.5 billion, while total billings rose 14% to $1.6 billion, driven by growth in AI-driven SecOps and Unified SASE [2]. - AI-driven Security Operations billings increased by 29%, representing 10% of Fortinet's business [5]. Margins and Efficiency - Total gross margin increased by 380 basis points to 81.9%, exceeding the high end of the guided range by 90 basis points [6]. - Operating margin reached a record 34.2%, up 570 basis points, reflecting strong gross margins and cost efficiencies [7]. Cash Flow and Balance Sheet - Fortinet ended Q1 2025 with cash and cash equivalents of $4.78 billion, an increase from $4 billion at the end of Q4 2024 [8]. - Cash flow from operations was $863.3 million, compared to $830.4 million in Q1 2024, while free cash flow rose to $782.8 million from $608.5 million [9]. Guidance - For Q2 2025, Fortinet estimates revenues between $1.59 billion and $1.65 billion, with billings expected between $1.685 billion and $1.765 billion [10]. - For the full year 2025, revenues are projected between $6.65 billion and $6.85 billion, with services revenues expected between $4.575 billion and $4.725 billion [11].

Financial Data and Key Metrics Changes - The company reported a revenue growth of 14%, reaching $1,540,000,000, with product revenue increasing by 12% to $459,000,000 [14][15] - Total billings grew 14% to $1,600,000,000, driven by 18% growth in unified SaaS and 29% growth in AI-driven SecOps [14][15] - The operating margin reached a record 34%, exceeding the high end of guidance by 320 basis points [17][31] - Free cash flow was a record $783,000,000, representing a margin of 51% [17] Business Line Data and Key Metrics Changes - Unified SaaS billing growth was 18%, accounting for 25% of total business, while secure operations and unified SaaS saw strong growth with security service edge billing growth over 110% [7][14] - Security subscriptions revenue increased by 16%, while support and related service revenues grew by 12% [15][16] - AI-driven security operations accounted for 10% of the business, with a 29% increase in revenue [9][10] Market Data and Key Metrics Changes - EMEA was the best-performing geography with mid-teens growth, particularly in financial services and government sectors, which grew over 20% [24][25][101] - The number of new logos increased by 14% to over 6,300, driven by investments in channel partners [14][15] Company Strategy and Development Direction - The company aims to become the number one player in the SASE market, leveraging its strong SASE strategy and unified operating system [19][20] - Continued investment in AI capabilities is expected to drive growth, with over 500 issued and pending AI patents [10] - The company is focusing on expanding its offerings in OT security and AI as key growth drivers over the next five years [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand for cybersecurity solutions despite geopolitical uncertainties, with a growing pipeline and robust close rates [26][27] - The company is maintaining its full-year guidance to account for potential top-line risks associated with the evolving geopolitical environment [29][31] - The management noted that the firewall upgrade cycle is expected to gain momentum in the second half of 2025 [30] Other Important Information - The company announced a transition in CFO roles, with Keith Jensen stepping down and Christiana Ohlgart taking over [3][4] - The company has not seen significant impacts from U.S. tariffs in Q1 and does not expect meaningful impacts in Q2 [27][73] Q&A Session Summary Question: Dynamics behind maintenance and services revenue - Management explained that the slight decline was affected by Q4 having two more days than Q1, impacting daily revenue rates [38][39] Question: Guidance for the next quarter - Management indicated that while there is good momentum, they are being cautious due to geopolitical uncertainties [46][47] Question: Customer hesitancy in purchasing - Management noted that while there is hesitancy, they have not seen delays yet, and positive feedback from channel activities is expected to resolve this [54][55] Question: Large transactions and their drivers - Management confirmed that large transactions are primarily driven by SD WAN deployments, with customers buying additional solutions [67] Question: Impact of tariffs on margins - Management stated that they do not expect significant impacts from tariffs in Q1 or Q2, as only a few products are subject to tariffs [73][75] Question: Changes in channel partner behavior ahead of tariffs - Management reported no specific acceleration of deals due to tariffs, although there were inquiries about potential price increases [77][79] Question: Upcoming refresh cycle assumptions - Management indicated that smaller customers are buying more, while larger customers' strategies vary based on consolidation or upgrading [119][120]