格隆汇10月10日丨天融信(002212.SZ)在互动平台表示，公司在 AI+安全、智算云、信创安全、数据安 全、云安全、工业互联网安全、车联网安全、物联网安全等新方向新技术进行布局和投入，目前已形 成"云、管、边、端"全栈安全产品体系与智算云综合解决方案。2025 年上半年，公司智算云在整体业 务中收入占比达到 12.40%，智算云作为公司战略发展方向，未来将成为公司业绩增长新引擎。 ...

Core Viewpoint - The company is focusing on the strategic layout of "AI + Security" in its core business of cybersecurity, leveraging AI to enhance security capabilities and optimize security models [1] Group 1: AI Empowerment in Security - The company is training and optimizing security large models and building intelligent security agents using AI [1] - The foundation of the security large model is based on China Mobile's Jiutian large model, supported by its powerful computing resources [1] - The company is continuously upgrading the Taihe security large model with high-quality security datasets, significantly improving product capabilities and service efficiency [1] Group 2: AI Application Security - The company is rapidly launching a matrix of large model security products to address security risks associated with large model applications [1] - A systematic solution has been formed to tackle the security risks of AI applications [1] - The company has not participated in the "Liuyun" large model [1]

Core Viewpoint - The company has not participated in China Mobile's "Liu Yun" AI logistics model but is focusing on enhancing its own AI capabilities in the cybersecurity domain through collaboration with China Mobile's resources [1] Group 1: Company Strategy - The company is strategically positioning itself in the "AI + Security" direction, leveraging AI to enhance its cybersecurity capabilities [1] - It is training and optimizing a large security model based on China Mobile's Jiutian model, utilizing high-quality security datasets to improve its Taihe security model [1] Group 2: Product Development - The company has developed the Anxing intelligent agent, which is applied in security operations, threat detection, and data security products, significantly improving product capabilities and service efficiency [1] - A matrix of large model security products has been quickly launched to address safety risks associated with AI applications, providing a systematic solution [1]

Group 1: AI and Cloud Computing Business - The company's AI + cloud computing products include private/hybrid cloud services and intelligent computing cloud services, targeting government and enterprise scenarios as well as internet and autonomous driving applications [1] - In the first half of 2025, the AI + cloud computing business generated over 30 million yuan in revenue, significantly exceeding the total revenue of the previous year, with expectations for continued rapid growth in 2025-2026 [2] - The "Changqing Cloud" brand has transitioned from the incubation phase to rapid expansion, serving various sectors including finance, education, and government, with key clients such as the People's Bank of China and Guangzhou Port Group [2] Group 2: Intelligent Computing Cloud Services - The intelligent computing cloud business is experiencing explosive growth due to high demand from sectors like scientific computing and intelligent driving, with the company investing 790 million yuan in related projects and signing service orders worth 359 million yuan [3] - The company anticipates that the intelligent computing cloud business will start generating revenue in the second half of 2025, positively impacting overall performance [4] Group 3: Robotics and Security Products - The company has developed a range of security robots and is conducting joint tests with law enforcement in various provinces, laying the groundwork for future large-scale sales [5] - At the recent Public Safety Technology Equipment Expo, the company showcased new products and secured multiple business opportunities with domestic and international security agencies [6] Group 4: Strategic Direction and Market Position - The company is focusing on AI transformation, emphasizing AI + cloud computing and AI + security as two key growth areas, with a commitment to continuous investment in product development [7] - The company has established a strategic partnership with Moore Threads to enhance its AI computing capabilities, supporting domestic chips and operating systems [8] Group 5: Financial Performance and Shareholder Engagement - The company is actively addressing performance fluctuations and enhancing market value through operational efficiency improvements and a focus on AI infrastructure [7] - In 2025, the company achieved profitability, indicating initial success in its transformation efforts, and has implemented a share buyback plan to bolster investor confidence [8]

Group 1 - The company, Deep Technology, is a leading player in the cybersecurity industry and is actively exploring "AI + Security" innovative applications [1] - The company integrates mainstream general large models such as DeepSeek, Tongyi Qianwen, and Baichuan into its cybersecurity capabilities, enhancing its product system [1] - The application of these AI technologies is focused on various security business scenarios, including security operations, data classification and grading, and sensitive data identification, effectively improving the core capabilities of the product system [1]

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 core viewpoint of the article highlights the risks associated with AI servers being vulnerable to cyber attacks, emphasizing the need for a robust cybersecurity defense system [2] - The company has made investments and established a presence in the AI + security and intelligent computing cloud sectors, aiming to support the intelligent transformation of various industries [2] - In the AI + security domain, the company has launched innovative products and services such as AI version firewalls, large model security gateways, large model security assessments, and network data leakage prevention [2] Group 2 - In the intelligent computing cloud sector, the company has introduced products like the intelligent computing cloud platform and integrated intelligent computing machines, achieving a deep integration of "security + computing power" [2] - The intelligent computing cloud products include capabilities for full lifecycle management of intelligent agents, panoramic views of container assets, image vulnerability scanning, model service API control, and sensitive word detection [2] - These offerings are designed to meet the needs of intelligent computing centers, private deployment and training inference of large models, and security protection for large models [2]

Core Insights - The report indicates a global cybersecurity talent gap reaching 4.8 million by 2025, representing a 19% year-on-year increase [1][5]. Group 1: Talent Demand and Supply - Cybersecurity operations roles continue to dominate, accounting for 26.8% of positions, with companies favoring candidates with 3-5 years of experience and practical skills [2]. - 28.2% of job postings require candidates to have 3-5 years of experience, while practical experience and skills are prioritized at 76.2% and 72.2%, respectively [2]. - A total of 792 universities in China offer cybersecurity programs, which is 27.1% of all higher education institutions [9]. Group 2: Educational Initiatives - By 2025, 65.9% of universities will introduce AI security courses, a 15 percentage point increase from 2024 [2]. - 91.3% of institutions have established training labs, but only 52.4% offer sufficient internship and practical training projects [2]. - Experts recommend integrating large model security into mandatory courses and establishing a national strategy for "AI + security" talent [4]. Group 3: Talent Development Challenges - The talent shortage is evident at multiple levels, including high, medium, and low-skilled positions, indicating a general supply-demand imbalance [8]. - The nature of cybersecurity, being adversarial, leads to a lack of practical training in educational programs [10]. - The rapid evolution of internet technology necessitates ongoing attention to talent development, as highlighted in recent national policies [12]. Group 4: Collaborative Training Approaches - An ecological training model is essential, involving collaboration among government, educational institutions, enterprises, and society to create a comprehensive talent ecosystem [14].

Group 1: AI and Cybersecurity Talent Development - The global cybersecurity talent gap is projected to reach 4.8 million by 2025, representing a 19% year-on-year increase [2] - Cybersecurity operations roles continue to dominate, accounting for 26.8% of positions for three consecutive years; candidates with 3-5 years of experience are most sought after, making up 28.2% of demand [2] - 792 universities in China offer cybersecurity programs, with 65.9% introducing AI security courses by 2025, a 15 percentage point increase from the previous year [2][7] Group 2: AI-Driven Cybersecurity Roles - The report introduces a new job map for AI-driven cybersecurity roles, including positions such as intelligent architecture designer and AI risk consultant [2] - 97% of cybersecurity professionals have received training related to AI security [2] Group 3: Educational and Institutional Recommendations - The report recommends integrating "AI + security" talent into national security strategies and establishing cross-regional training clouds [2] - Educational institutions are encouraged to include large model security in core curricula, while companies should provide real attack-defense logs for collaborative labs [2] Group 4: Supply Chain and AI Integration - The application of AI in supply chains is expanding, enhancing efficiency, reducing costs, and increasing resilience [10] - AI application penetration in China's logistics supply chain exceeds 37%, with transportation applications reaching 78% [12] - Companies using intelligent procurement supply chains can improve procurement efficiency by over 30% and reduce procurement cycles by more than 50% [12] Group 5: Sustainability and AI in Supply Chains - AI can facilitate full-chain carbon footprint visualization and optimization, promoting sustainable supply chain development [14] - AI is transitioning from single-point applications to collaborative applications across entire supply chains, enhancing resilience and security [16]

Group 1 - The global cybersecurity talent gap is projected to reach 4.8 million by 2025, representing a 19% year-on-year increase [1] - In the United States, there are 514,000 online job openings in cybersecurity, with a fill rate of less than two-thirds [1] - As of the end of 2024, China is expected to have approximately 320,000 certified cybersecurity professionals, with a significant salary disparity between listed and non-listed companies [1] Group 2 - 792 ordinary universities in China have established cybersecurity programs, accounting for 27.1% of the total number of universities [2] - 65.9% of these universities have added AI security courses by 2025, an increase of 15 percentage points from the previous year [2] - The report emphasizes the need for "AI + security" composite talents to be included in national security strategies and suggests various educational and industry collaborations [2]