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]

根据市场公开信息及4月21日披露的机构调研信息，知名私募睿郡资产近期对2家上市公司进行了调研， 相关名单如下： 机构简介： 上海睿郡资产管理有限公司由两家知名基金管理公司高管联合创业，坚持在主动管理领域的核心竞争 力，并敏锐把握各类金融创新机会，追求控制回撤风险下的较高收益，帮助客户在财富长跑中胜出。 以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构成投资建议。 调研纪要：天融信2025年第一季度智算一体机销售200多万，订单超2000万，全年销售有望过亿。智算 一体机基于自研云计算产品，提供完整平台支撑智能化应用，价格十几万至二百万，目标客群广泛。信 创安全、云安全、工业互联网安全、车联网安全需求增长较大。公司与保险公司合作推出多种网络安全 保险产品，商业模式包括保前评估、保后服务。2024年Q1下游需求稳中向好，高质量订单平稳，未来 商机向好。2024年政府行业收入下降因宏观经济影响和低毛利项目收缩，2025年预计稳定增长。目前供 应链影响不明显，未来存在不确定性，公司已提前准备。经过几年激烈竞争，部分厂商开始乏力，行业 竞争有望改善。AI应用 ...