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山石网科科创板上市六周年“双A”新引擎强劲差异化转型可期
Xin Lang Cai Jing· 2025-09-30 00:07
Core Insights - The company is focusing on an "ASIC + AI strategy" to drive growth in key industries such as finance, education, telecommunications, and energy, aiming for significant development between 2026 and 2028 [1][2] Group 1: Strategic Focus - The "ASIC + AI strategy" is seen as a differentiated development path that allows the company to stand out in a fragmented and competitive cybersecurity industry [1][2] - The company has successfully developed its own ASIC security chip, which is expected to enhance performance and reduce costs in security solutions [2] Group 2: Market Positioning - The company aims to deepen its presence in various sectors, with a particular emphasis on the financial industry, which is currently a key area for business expansion [2] - The company has established a significant international presence, serving clients in over 60 countries, and plans to enhance its overseas operations starting in 2024 [2] Group 3: Performance Metrics - The company reported a 40% year-on-year increase in profits from its operations in the Hong Kong and Macau regions, indicating strong growth in international markets [2]
山石网科科创板上市六周年 “双A”新引擎强劲 差异化转型可期
Core Insights - The company is focusing on the "ASIC+AI strategy" to drive growth and differentiate itself in the competitive cybersecurity industry [2][3][6] - The company aims to achieve significant development from 2026 to 2028, aligning its commercial value with its technological capabilities [6] Strategy and Innovation - The "ASIC+AI strategy" is designed to optimize performance and reduce costs in cybersecurity solutions by leveraging ASIC technology and AI [3][4] - The company has successfully developed its own ASIC security chip, which is expected to enhance product performance significantly, improving throughput by over 200% and reducing latency to single-digit microseconds [4] Market Focus and Expansion - The company is deepening its focus on key industries such as finance, education, telecommunications, and energy, with a goal to increase revenue contribution from the financial sector from 20% to 30% [5][6] - The company plans to expand its international presence by establishing local teams for marketing and technical support, aiming to better understand and meet the needs of overseas clients [5][6] Performance and Growth - The company has seen significant growth in its operations in the Hong Kong and Macau regions, with a 40% year-on-year increase in profitability [6] - The company is transitioning from a traditional boundary security provider to a comprehensive security solution and service provider [4][5]