AI与网安云计算融合

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深信服(300454) - 深信服科技股份有限公司2024年度业绩说明会投资者活动记录表
2025-05-14 09:50
Financial Performance - In 2024, the company achieved an operating revenue of 7.52 billion CNY and a net profit attributable to shareholders of 197 million CNY, with a net cash flow from operating activities of 812 million CNY, maintaining stable operating performance year-on-year [2] - The company completed a second round of stock repurchase in April 2024, repurchasing 3.5277 million shares for approximately 200 million CNY [2] - A total cash dividend of 20.7532 million CNY was distributed in June 2024 [2] Investor Relations and Communication - The company published 166 announcement documents in 2024 and has been rated A-level for information disclosure by the Shenzhen Stock Exchange for five consecutive years [2] - Multiple channels for investor communication were utilized, including performance briefings, shareholder meetings, and interactive platforms [2] Market Outlook and Strategy - The cybersecurity market is currently in a downturn but is expected to see sustained demand growth due to digitalization and compliance-driven developments [4] - The company anticipates increased demand for cybersecurity solutions in 2025, driven by accelerated digital transformation and AI innovations [5] Business Development and Focus Areas - The company plans to focus on key product lines and XaaS (Anything as a Service) business for sustainable growth, integrating AI with cybersecurity and cloud computing [6] - The XaaS strategy has shown significant results, and the company aims to enhance annual recurring revenue and customer satisfaction [7] - Key products include network security and cloud computing, with a strong emphasis on new business areas such as AI computing platforms and security GPT [8] Talent Acquisition and M&A Strategy - The company recognizes the importance of talent and aims to attract young high-potential individuals, particularly in AI [12] - The company is open to mergers and acquisitions to accelerate business progress and acquire key talent, having established an industry fund for investment in startups [12]