证券日报网讯1月6日，启明星辰（002439）在互动平台回答投资者提问时表示，网络安全行业虽然短期 面临传统业务增速受限、产品和服务承压的挑战，但长期来看，网络安全与信息化应用、业务场景融合 将产生高质量创新安全能力，这方面的需求愈发旺盛，公司坚信网络安全产业韧性强、潜力大，长期向 好的基本面不变。公司也在持续深化与中国移动（600941）的战略协同，在"AI+安全"、云安全、5G安 全等新赛道积极布局，并与中国移动一起拓展政府、企业、个人及家庭用户。今年以来，公司与中国移 动着力提升关联交易的项目质量，突出安全产品的价值，提升关联交易的整体毛利率水平，因此也主动 放弃一些低毛利的项目导致关联交易额同比有所下降。新任董事长上任后，公司正全力深化与中国移动 的战略协同，并前瞻性开拓人工智能(AI)安全新赛道，并将积极把握市场机遇、推动迈向高质量发展。 ...

Core Viewpoint - The European Commission is exploring measures to force member states to remove Huawei and ZTE equipment from telecom networks, potentially pressuring non-EU countries by withholding funding for projects using Huawei technology [1][3]. Group 1: EU's Actions and Proposals - The European Commission's Executive Vice President, Margrethe Vestager, aims to upgrade the 2020 recommendation to stop using "high-risk suppliers" into legally binding regulations [1]. - If the proposal becomes law, non-compliance by member states could lead to infringement lawsuits and economic penalties [1][4]. - The Commission is also considering measures to discourage non-EU countries from relying on Chinese suppliers, including denying funding for projects involving Huawei [3]. Group 2: Industry Reactions and Market Impact - Following the news, shares of Nokia and Ericsson saw significant increases, with Nokia rising by 5% and Ericsson by 3.7% [4]. - There is a growing trend in Europe to impose stricter restrictions on Chinese suppliers, with countries like Germany and Finland considering similar actions [4]. - The inconsistency among EU member states regarding the use of Chinese suppliers poses significant security risks, according to hawkish voices within the EU [4]. Group 3: Security Concerns and Counterarguments - The EU's focus on the risks posed by Chinese telecom equipment manufacturers stems from concerns about national security and control over critical infrastructure [3][5]. - China has strongly opposed the EU's claims, arguing that Huawei and ZTE have operated in Europe for years without compromising security and have contributed positively to the telecom sector [5][9]. - Spain's government has defended its contract with Huawei, asserting that it poses no security risks and complies with national security standards [9].