登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002439 证券简称：启明星辰 公告编号：2026-004 本公司及董事会全体成员保证信息披露的内容的真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 二、与会计师事务所沟通情况 本期业绩预告相关的财务数据未经过注册会计师审计。公司已就业绩预告有关事项与年报审计会计师事 务所进行了预沟通，公司与会计师事务所在业绩预告方面不存在分歧情况。 三、业绩变动原因说明 报告期内，网络安全市场需求仍待复苏，部分下游行业客户网络安全支出收紧，对公司整体业务与经营 业绩带来阶段性压力。面对外部挑战，公司积极优化业务布局，聚焦科技创新，着力培育新兴增长点， 稳步推动业务结构调整。公司持续推进降本增效与精细化资金管理，显著增强了业务的造血能力。截至 报告期末，公司经营性现金流净额实现同比大幅转正，且已连续三个季度保持净流入态势，充足的资金 储备也为企业长期健康发展奠定了坚实基础。 （一）收入变动的主 ...

本报讯 （记者李乔宇）1月29日晚间，启明星辰信息技术集团股份有限公司（以下简称"启明星辰"）发 布了2025年度业绩预告，启明星辰预计实现营业收入23亿元至24.2亿元。2025年公司处于亏损状态，但 第四季度业绩已展现出企稳向好的韧性。2025年，启明星辰预计经营性净现金流约2.9亿元，较上年同 期增长约190%，且已连续三个季度保持净流入态势。 2025年，网络安全市场需求仍待复苏，部分下游行业客户网络安全支出收紧，对启明星辰整体业务与经 营业绩带来阶段性压力。面对外部挑战，启明星辰积极优化业务布局，聚焦科技创新，着力培育新兴增 长点，稳步推动业务结构调整。启明星辰持续推进降本增效与精细化资金管理，显著增强了业务的造血 能力，充足的资金储备也为企业长期健康发展奠定了坚实基础。 经营性现金流持续保持同比增长 公告显示，启明星辰利润空间收窄主要源于毛利额的显著下滑。除了收入下滑的主要影响，为把握重点 行业的安全能力建设机遇，启明星辰前瞻性地承担了科研类重大项目。此类项目通常伴随较高的前期资 源投入，导致当期成本承压，进而对整体毛利水平产生阶段性影响。尽管短期内盈利水平受到挑战，但 这些战略性投入有助于启明星 ...

证券日报网讯 1月19日，天融信在互动平台回答投资者提问时表示，公司2015年开始布局工业互联网安 全领域，陆续发布工业防火墙、工业入侵检测与审计、工业安全监测审计、工业网闸、工业主机卫士等 14款专用工业安全产品，2025年，公司以智算云平台为底座，推出面向工业领域的安全运营智能体，提 升工业安全防护能力及安全运营效率。未来，公司将持续强化人工智能技术与工业场景深度融合，推动 工业安全智能体、AI 安全助手、智算云在工业企业的应用实践。 （文章来源：证券日报） ...

Core Insights - The article emphasizes the robust growth trajectory of Changyang Technology, driven by its core technological advantages and strategic foresight in the industrial internet security sector [1][2][7] Financial Performance - Changyang Technology has achieved continuous profitability for three consecutive years, with a projected revenue growth rate exceeding 10.9% by 2025 and an expected net profit growth of over 30% [2] - The company has been recognized as a "global unicorn enterprise," highlighting its leading position in the industry [2] Technological Advantages - The company has established significant competitive advantages in core technologies, including protocol-level deep protection capabilities and comprehensive situational awareness and intelligent analysis capabilities [3][4] - Its industrial security situational awareness platform has maintained the largest market share in the industry for three consecutive years, according to a report by CCID Consulting [3] Future Growth Potential - Changyang Technology's growth is supported by its alignment with national strategic planning, particularly in artificial intelligence, renewable energy, and quantum technology [5][6] - The company has developed an "AI security intelligent body" technology that has been applied in various network security detection models and is expected to support significant projects in 2024 [5] - The company is also advancing in quantum technology with the development of a "quantum security testbed system" and has made breakthroughs in zero-trust security protection technology for 5G networks [6]

Core Insights - The digital economy is becoming a crucial driver for innovation and modernization in China, significantly impacting productivity, economic structure, and public welfare [1] - Changyang Technology is a leader in the industrial internet security sector, demonstrating strong performance and a high growth trajectory supported by core technological advantages and strategic foresight [1][2] Financial Performance - Changyang Technology has achieved continuous profitability for three consecutive years, with a revenue growth rate exceeding 10.9% and a net profit growth expectation of over 30% for 2025 [2] - The company has been recognized as a "global unicorn," reflecting its industry-leading position and market validation [2] Technological Advantages - The company has established significant competitive advantages in core technologies, including deep protection capabilities for industrial protocols and comprehensive situational awareness platforms [3][4] - Changyang's industrial security situational awareness system has maintained the largest market share in the industry for three consecutive years [3] Future Growth Potential - Changyang Technology's growth is supported by its alignment with national strategic planning, with specific developments in artificial intelligence, renewable energy, quantum technology, and embodied intelligence [5][6] - The company has initiated the development of a "quantum security testbed system" and has made breakthroughs in quantum password technology for 5G networks [6] Strategic Positioning - The company's ability to integrate solid industrial security technology with national industrial evolution trends is a key factor in its long-term value [7] - Changyang Technology is positioned to lead the future industrial security ecosystem through continuous technological innovation [7]

Core Insights - The 2025 Northeast Academic Seminar on Information Network Security was held in Harbin, focusing on the challenges and advancements in cybersecurity related to artificial intelligence and industrial internet security [1][2]. Group 1: Seminar Overview - The seminar gathered 50 experts from over 20 universities and research institutions to discuss cutting-edge topics such as industrial internet security, AI data privacy, and deep forgery [1][2]. - The event was organized by the Ministry of Public Security's Third Research Institute and co-hosted by several universities and professional committees [5]. Group 2: Key Discussions - Professor Yao Yu from Northeast University presented on the challenges of industrial internet security and shared the "Listening" security capability system, highlighting AI's potential in industrial safety [2]. - Professor Lv Hongwu from Harbin Engineering University discussed the progress of AI-driven traffic classification methods and the challenges of imbalanced traffic, long sequence dependencies, and high labeling costs [2]. - A roundtable discussion addressed topics such as model governance, security evaluation systems, AI content safety, and data security, with experts proposing the establishment of a secure and controllable large model system and the improvement of model security standards [2]. Group 3: Specialized Forums - A sub-forum at Heilongjiang University focused on critical issues in content security and trusted computing, including image authenticity verification, risk assessment of deep forgery, and methods for detecting visual content tampering [5]. - The forum also explored key technologies in federated learning and efficient data structure design for trusted execution environments [5].

Core Insights - The conference focused on the theme of constructing and planning innovative models for the integration of industry and education in the context of the "New Dual High" background in the industrial internet security sector [1] Group 1: Conference Overview - The event was attended by over a hundred representatives from industry organizations, educational institutions, research organizations, and upstream and downstream enterprises in the industrial internet security sector [1] - The conference analyzed future development visions, summarized the achievements of the community, and planned the next phase of work [3] - New vice-chair units and directors of seven specialized committees were awarded, and outstanding construction achievements of the community were recognized [3] Group 2: Strategic Collaborations - A strategic cooperation signing ceremony was held, with five groups reaching agreements to collaborate deeply in talent cultivation, training base construction, and technical breakthroughs [3] - The signing parties expressed their commitment to resource sharing, complementary advantages, and win-win development [3] Group 3: Educational Contributions - Reports were presented on topics such as "Cybersecurity Talent Cultivation and Innovation under Generative Artificial Intelligence" and "Exploration and Reflection on the Integration of Water Conservancy Cybersecurity Talent" [5][6] - Shandong Information Vocational Technology College, as the leading unit of the community, has optimized its professional system around information security, artificial intelligence, and industrial internet [6] - Over the past two years, the college has developed one national-level course and four provincial-level courses, and established a high-level security education base that integrates teaching, training, research, and competitions [6] Group 4: Achievements and Recognition - The college has hosted over 2,000 training sessions and multiple teacher training programs, and has built the first on-campus innovation center for regional cybersecurity integration in collaboration with various organizations [6] - Students have won eight national-level awards and 105 provincial and industry competition awards, achieving a 100% employment rate and a 92.3% rate of employment in related fields [6] Group 5: Future Directions - The conference provided a platform for high-quality development in the national industrial internet security sector, with member units committed to deepening practical cooperation [7] - The focus will be on addressing key challenges through technological innovation, co-building standards, and implementing new measures to enhance national cybersecurity [7]

Core Insights - The company Tianrongxin is actively investing in new technologies and directions such as AI + security, intelligent computing cloud, trusted innovation security, data security, cloud security, industrial internet security, vehicle networking security, and IoT security [1] - The company has developed a comprehensive "cloud, management, edge, terminal" full-stack security product system and intelligent computing cloud solutions, which have been scaled across multiple industries [1] - Future plans include strengthening existing products while focusing on the deep integration of network security and intelligent computing cloud products with emerging scenarios like artificial intelligence, low-altitude economy, satellite internet, and trusted data space [1] Company Strategy - The company aims to continuously expand its business boundaries by providing comprehensive network security and intelligent computing cloud products and solutions [1] - Emphasis will be placed on leveraging advantages in existing products to drive growth in new technology areas [1]

Group 1 - The "Guangdong Communication Cup" cybersecurity skills competition concluded successfully in Shenzhen, focusing on data security and digital application technology [1][3] - The event was co-hosted by multiple government bodies and organizations, emphasizing the importance of cybersecurity in various sectors [3] - The competition featured a theme of "AI forging the network, safeguarding security," addressing current trends in cybersecurity, including AI, data security, and IoT security [3] Group 2 - A total of 185 participants competed in the individual category, while 192 individuals formed 64 teams for the team competition, showcasing a wide range of industry representation [3] - Awards were given to outstanding individuals and teams, with notable achievements from Zhongshan Unicom and Foshan Mobile, highlighting the competitive nature of the event [4] - The event also saw the establishment of new initiatives, such as the "Internet Fraud Prevention Professional Committee" and a "Network and Data Security Joint Laboratory," enhancing cybersecurity efforts in Guangdong [4]

Group 1 - The core viewpoint is that China's industrial internet security capability construction has achieved positive results, highlighted by four key aspects [1][2] Group 2 - The first aspect is the enhancement of industrial internet security capability through top-level design, with the establishment of a five-step work mechanism and the implementation of national standards [1] - The second aspect involves the deepening of industrial internet security management practices, including the organization of special actions to promote security classification and management [1] - The third aspect focuses on strengthening risk prevention measures, including the establishment of a national industrial internet security technical monitoring service system [1] - The fourth aspect is the continuous improvement of relevant industry supply, with the cultivation of typical network and data security solutions in key sectors [2] - The China Academy of Information and Communications Technology (CAICT) is committed to supporting industrial internet security capability construction through policy standards, technical services, and industry empowerment [2]