文|翠鸟资本 12月中旬，一则来自前员工玉红在社交平台上的激烈指控，将中国互联网安全巨头三六零 （601360.SH）再次推上舆论风口。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：翠鸟资本 玉红公开声称："帮周鸿祎做假账，游戏收入至少虚增几十亿"，并暗示公司通过"自充值"方式虚增流 水。这一爆炸性言论迅速引发市场震荡、投资者恐慌和广泛关注。 按照玉红的说法，三六零在其参与的多个项目中存在"合同与资金流向不一致""未实际履行的交易被计 入营收"等问题。特别指出，三六零在部分政企安全业务中，通过其控制的生态公司进行"左手倒右 手"的交易循环，虚增规模达数亿元。 尽管三六零火速回应，发布声明称举报内容"严重失实"，并指玉红因其自身公司经营问题"恶意诋毁"， 表示"玉红从未担任核心管理层职务"、"相关言论背离事实"，但这场风波所折射出的问题，远不止于真 假之争。毕竟近年来，三六零业绩下滑严重，陷入连年亏损的问题，且亏损规模不小。 资本市场同样反应剧烈——消息传出后三六零股价连续两日大跌，市值蒸发约数十亿元。 公开信息显示，玉红曾担任GameWave游戏公司负责人，该公司被原360 ...

Group 1 - Guangzhou Digital Technology Group held an investor conference on December 3, 2023, focusing on becoming a leading enterprise in digital technology through ecological integration [1] - The conference featured over 150,000 online viewers and included participation from five listed companies under the group [1] - The Vice Director of the State-owned Assets Supervision and Administration Commission of Guangzhou praised the group's contributions to the city's digital economy and innovation [1] Group 2 - The Chairman of Guangzhou Digital Technology Group emphasized a dual-driven strategy of "real economy + capital," focusing on technological innovation and capital operation [1] - The group aims to accelerate its layout in artificial intelligence, data elements, digital security, digital health, digital transportation, and digital finance [1] - The group is committed to being a responsible shareholder and promoting the collaborative development of its five listed companies [1] Group 3 - During the roadshow, various companies shared their business focuses and strategic layouts, including AI applications in finance and smart city solutions [2] - Guangzhou Yuntong Group is pursuing breakthroughs in AI, focusing on AI + financial technology, smart transportation, and other sectors [2] - Beijing Zhongke Jiangnan is enhancing fiscal management through AI and expanding its services in government fund management [2] Group 4 - Guangzhou Haige Communication aims to enhance high-end manufacturing and modern services by focusing on new production capabilities and combat capabilities [2] - Guangzhou Jiliang Testing Group is targeting emerging industries like aerospace and satellite internet, providing comprehensive quality assurance services [2] - Guangzhou Guangha Communication is consolidating its advantages in intelligent command and dispatch systems [3] Group 5 - The interactive session allowed investors to discuss topics such as technology research and development, market expansion, and performance growth with company management [3] - The atmosphere during the Q&A session was lively, indicating strong investor interest and engagement [3]

Group 1 - Guangzhou Digital Technology Group held an investor communication meeting focusing on becoming a leading enterprise in digital technology integration, attracting over 15,000 online viewers and more than 200 on-site participants [1] - The meeting highlighted the significant contributions of Guangzhou Digital Technology Group to the city's digital economy and innovation, with support from the Guangzhou State-owned Assets Supervision and Administration Commission for state-owned enterprises [1] - The group aims to deepen the integration of capital and industry, promoting the synergy between digital technology and the real economy to enhance the digital technology innovation landscape in the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 2 - The chairman of Guangzhou Digital Technology Group outlined a dual-driven strategy of "real economy + capital," focusing on technological innovation and capital operation to accelerate the layout in AI, digital finance, and other future industries [2] - During the roadshow, executives from the listed companies shared their strategic focuses, with emphasis on AI applications in finance and smart transportation, as well as expanding into government fund management and healthcare sectors [2] - The companies are aligning their strategies with national priorities, such as 6G and aerospace, while enhancing their capabilities in quality assurance and intelligent command systems [3] Group 3 - The interactive session allowed investors to engage with company management on topics like technology development and market expansion, fostering a lively discussion environment [3] - Guangzhou Digital Technology Group is committed to collaboration and empowering strategic emerging industries, aiming to create a long-term win-win investment ecosystem [3]

Core Insights - The 2025 Entrepreneur Boao Forum series will take place from December 2 to 5 in Boao, Hainan, with a focus on digital financial security development [2] - The Digital Financial Security Development Conference will be held on the afternoon of December 4, featuring collaboration among financial institutions, technology companies, and academia [2] - The conference aims to align with the "Financial Power" strategy and new productivity development requirements, focusing on breakthroughs in financial technology, digital security, and high-quality financial development [2] Industry Developments - The conference will officially release the "2025 Digital Banking Survey Report," which will provide comprehensive evaluation results based on the report's data [2] - Key activities include the signing of significant strategic cooperation agreements and the launch of next-generation security technologies [2] - The event will gather leaders from regulatory agencies, industry associations, academic experts, and senior professionals from the banking and fintech sectors [2]

Group 1: Core Perspectives - The global digital economy is undergoing profound changes driven by digital technology, which is reshaping productivity and production relations, leading to a new type of economic globalization [1] - There are significant challenges associated with digital technology development, including national security and privacy protection, with some countries leveraging their technological advantages to promote hegemony [1] - The need for an inclusive and fair global digital governance system is critical to bridging the digital divide between the Global North and South and achieving equitable development [1] Group 2: Enhancing Digital Capabilities - Innovations in digital technologies such as AI, big data, cloud computing, and blockchain are expanding human cognitive boundaries and economic activities, becoming vital forces in restructuring global resource allocation and competition [2] - China aims to enhance its digital technology capabilities and achieve high-level technological self-reliance to contribute to global digital governance [2] - Digital security is emphasized as a crucial aspect of national security, necessitating robust cybersecurity measures to address emerging risks from rapid technological advancements [2] Group 3: Improving Governance Rules - The global digital economy faces structural contradictions, including unfair governance mechanisms and imbalances in development, with a few large tech companies monopolizing resources [3] - The widening digital divide between developed and developing countries poses significant challenges, necessitating a collaborative approach to establish fair global digital governance rules [3] - China supports the UN's role in global digital governance and has proposed several initiatives to contribute to the formulation of governance rules [3] Group 4: Strengthening Cooperation Mechanisms - Digital hegemony poses significant risks, with developed countries using their advantages to suppress developing nations in the digital economy [4] - A multilateral governance framework that adheres to international law is essential for the development of the global digital economy [4] - Strengthening cooperation among developing countries is crucial to enhance their voice in digital governance and promote a shared digital future [4]

Core Viewpoint - The article emphasizes the critical role of electricity in modern society and highlights the dual security challenges faced by the power industry amid the digital transformation driven by the "dual carbon" goals. It discusses the need for a balance between efficiency and safety in the construction of a new power system focused on renewable energy [1]. Group 1: Industry Challenges - The power industry is undergoing a digital transformation that presents significant safety challenges, including health risks for frontline workers and vulnerabilities in the digital environment [1][3]. - Traditional management approaches in the power sector are reactive, lacking proactive measures to address sudden health issues or communication disruptions, which can lead to safety incidents [3]. Group 2: Huawei's Solutions - Huawei's Qingtian Cloud is introducing a comprehensive safety system that integrates "human safety" and "digital security" to support the digital transformation of the power industry [1][11]. - The Qingtian Cloud's health management solution utilizes commercial wearable devices to monitor frontline workers' health metrics in real-time, enabling dynamic tracking and immediate alerts for abnormal data [3][4]. - The mobile operation terminal from Qingtian Cloud features advanced AI algorithms and high-precision positioning, ensuring stable network connectivity even in remote areas [4][5]. Group 3: Digital Security Framework - The Qingtian Cloud's security terminal, based on HarmonyOS, employs a dual-system architecture to create a secure environment for sensitive operations, effectively preventing data breaches and unauthorized access [7][8]. - The introduction of a paperless meeting solution enhances data security during high-level meetings by implementing encryption, targeted distribution, and dynamic watermarking [8][9]. Group 4: Innovation and Future Outlook - Huawei's Qingtian Cloud demonstrates a deep understanding of the power industry's needs by providing a multi-dimensional safety system that integrates hardware and software solutions [11]. - The company's commitment to independent innovation ensures the security of the supply chain and data sovereignty in the critical infrastructure sector [11].

Core Insights - The forum focused on the theme of "Computational Audiovisual," highlighting its profound impact on film transformation, media content production, digital security, and infrastructure development [1] Group 1: Forum Overview - The Information Technology Media Technology Professional Committee reviewed its achievements over the past year and emphasized the significance of the forum [3] Group 2: Key Presentations - The Senior Product Manager of Huaxia Liade Film Technology Co., Ltd. discussed how LED film screen technology is reshaping cinema space value and enhancing visual experiences, leading to transformative changes in operational models and industry ecology [5] - The Cultural Media Product Director of Tencent Cloud Computing analyzed new opportunities and systemic transformation paths in media convergence from the perspective of the AI-native era [7] - A Senior Architect from Beijing Volcano Engine Technology Co., Ltd. presented practical applications of large model technology in audiovisual content creation, showcasing the potential of AI in content generation, editing, and distribution [9] - The Director of Beijing Yuanke Ark Technology Co., Ltd. shared practical cases of intelligent virtual-physical integration production systems, demonstrating innovations in virtual reality and immersive interaction [11] - The Operations Director of Beijing Changting Technology Co., Ltd. focused on building a security system in a converged media cloud environment, sharing practical experiences and new ideas for constructing a digital security defense line [13] - A Senior Manager from Schneider Electric Information Technology (China) Co., Ltd. discussed green and low-carbon development, emphasizing the importance of sustainable computing infrastructure through wind-liquid fusion AIDC practices [15] Group 3: Industry Trends - The forum showcased the technological evolution trends in "Computational + Audiovisual," including immersive visual experiences, intelligent content production, integrated communication systems, systematic security defenses, and green computing infrastructure, providing new ideas and momentum for the high-quality development of the media industry [17]

Core Insights - The event "Nano AI Campus Tour" organized by 360 Digital Security Group aims to enhance students' understanding of digital security and AI, aligning classroom knowledge with industry needs to cultivate professional talent for the digital economy in Henan Province [1][5]. Group 1: Event Overview - The event features two main components: a lecture on digital security and AI technology, and a competition for video creation using Nano AI tools [1][5]. - The lecture was led by 360's Vice President, who discussed the evolution of AI from large models to intelligent agents and emphasized the importance of training intelligent agents to adapt to future industrial changes [3][5]. Group 2: Competition Details - The "Nano AI Video Creation Competition" is themed "AI Vision: Imagery of China," co-hosted by 360 Group and Huawei Cloud, with support from Xinhua Net [5]. - The competition includes three categories: professional, academic, and public, with prize amounts ranging from 1,000 to 100,000 yuan, catering to various creative groups [5]. Group 3: Educational Initiatives - 360 is leveraging its ISC.AI Academy, a SaaS-based security and AI education platform, to provide over 4,000 hours of course content aimed at addressing the skills gap in education and industry [7]. - The company collaborates with multiple universities to establish smart industry colleges, integrating real projects with local employment needs to enhance the education-industry connection [7]. Group 4: Future Plans - 360 plans to expand the "Nano AI Campus Tour" to more universities across the country, enhancing students' practical experience with advanced technologies [8]. - The ISC.AI Academy aims to support millions of students and teachers, transforming the "Henan model" into a nationwide replicable "AI + Education" solution to increase its influence in the education AI sector [8].

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session emphasizes the modernization of the national security system and capabilities, aiming to build a higher level of a safe China, which provides fundamental guidance for advancing Chinese-style modernization in a complex environment [1] Group 1: Digital Security Challenges - The digital wave is creating new productive forces while also introducing unprecedented security challenges [1] - A new security paradigm requires establishing a digital security foundation, focusing on overcoming the "visibility" challenge posed by high-level and covert cyberattacks [1] - The need to aggregate global security big data and utilize artificial intelligence for deep analysis and correlation is highlighted [1] Group 2: Innovative Security Service Models - The new security framework calls for innovative security service models that empower various industries with practical and cost-effective security capabilities [1] - This approach aims to provide inclusive and robust security guarantees for the new development pattern [1] Group 3: Future Security Measures - The development of artificial intelligence brings new challenges that necessitate the advancement of security large models and intelligent security agents [1] - There is a focus on building a future-oriented security defense line to address these challenges [1] Group 4: Commitment to Core Technologies - The company expresses a commitment to deeply study and implement the spirit of the Fourth Plenary Session, continuously tackling key core technologies [1] - The goal is to ensure the security of critical information infrastructure and support the digital transformation across various industries [1]

Group 1 - The company operates in the software and information technology services industry, focusing on data extraction and AI-based data fusion analysis [1] - The company is involved in applications related to national security, digital security, and digital transformation, but does not engage in semiconductor chip business [1]