（文章来源：证券日报） 证券日报网讯 1月13日，盛邦安全在互动平台回答投资者提问时表示，公司2024年境外收入为308.04万 元，占当年主营业务收入的1.05%。关于产品出口情况，公司近两年（2023年、2024年）未向欧盟地区 出口相关产品。未来公司将持续关注海外市场机遇，结合自身业务发展规划与市场需求，稳步推进境外 业务布局。 ...

1月2日，百度正式公告，旗下AI芯片子公司昆仑芯已向港交所提交上市申请，算是正式回应了12月初市场关于百度分拆芯片业务上市的传闻。 百度昆仑芯的业务主体为昆仑芯（北京）科技股份有限公司，如果仔细分析这家公司的历史沿革会发现，这家公司的前身其实是星云融创（北京）科技有 限公司——百度于2015年收购的"安全宝"业务公司。 从安全业务到芯片，背后的逻辑是什么呢？ 百度的芯片业务发端于2011年的FPGA AI加速器项目，并于2017发布自研AI计算芯片核心架构——昆仑芯XPU。随后在2018年，百度在AI开发者大会上正 式发布云端全功能AI芯片"昆仑 1"；到2024年，昆仑芯3代P800系列推出并量产，主打训推一体，对标英伟达A800，在算力密度和能效比上实现大幅提 升。 因此，市场也普遍将百度的这次分拆解读为百度在大模型时代的AI算力基础设施布局。 不过，从工商信息看，昆仑芯的"前身"——星云融创，则最早由创新工场和安全领域的技术专家马杰在2011年共同成立的一家安全技术公司，创新工场持 股35%；之后在2012年和2013年分别进行了A轮和B轮融资，分别引入了北京艾普优计算机系统有限公司（苹果资本）和南京网 ...

Core Insights - The "Beijing-Tianjin-Hebei Collaborative Innovation Index (2026)" was released to monitor and evaluate the collaborative innovation development in the region, showing significant growth from 100 in 2013 to 388 in 2024, with an average annual growth rate of 13.1% [1] Group 1: Innovation Index Growth - The index measures collaborative innovation across five dimensions: innovation capability, research cooperation, technology connections, innovation performance, and innovation environment [1] - Beijing's collaborative innovation index saw the largest increase, growing from 657.7 to 1198.4 from 2013 to 2024, indicating strong radiative power [1] Group 2: Regional Performance - Tianjin's collaborative innovation index increased by 14.7% in 2024 compared to 2023, while Hebei maintained a steady growth rate of 13.1% [2] - The gap in innovation indices between Beijing and Hebei has narrowed, while the gap between Beijing and Tianjin has widened [2] Group 3: Industry Collaboration - The three regions have formed a new development pattern characterized by mutual benefits and complementary advantages, leading to breakthroughs in industries, transportation, and environmental sectors [2] - Beijing leads in hydrogen and biomedicine, Tianjin in high-end industrial mother machines and cybersecurity, and Hebei in new energy and intelligent connected vehicles [2] Group 4: Technological Innovation - The technology innovation network in the region is primarily led by Beijing, which accounted for 40.9% of patent cooperation in 2024 [3] - The total value of technology contracts in the region reached 1.3 trillion yuan, representing nearly 20% of the national total [3] Group 5: Innovation Environment - The development of the "Beijing-Tianjin-Hebei on Tracks" initiative has facilitated smoother flow of innovation elements, supported by a combination of policies for high-quality innovation and entrepreneurship [3] - A total of 13 innovation platforms have been established across the three regions, accelerating the incubation and transformation of innovative results [3] Group 6: Future Development Strategies - Strengthening international technological capabilities and building a collaborative innovation network centered around leading technology enterprises is crucial for future development [4] - The strategy includes enhancing original and disruptive technological innovations and fostering a collaborative innovation community in the Beijing-Tianjin-Hebei region [4][5]

Group 1 - The company, Tianrongxin, has increased its technological reserves and layout in the fields of digital currency and cross-border payment security since 2020 [1] - The company offers products and solutions in network security, data security, and intelligent cloud computing [1] - Currently, the related software orders represent a small proportion of the company's revenue [1]

Group 1 - The company has developed network security solutions in the commercial aerospace sector, including satellite application service platforms and satellite remote sensing systems, with implementations in China and several Belt and Road Initiative countries [1] - The company's "Belt and Road Satellite Remote Sensing System Network Security Solution" was included in the 2022 collection of practical cases for building a community of shared future in cyberspace [1] - The company has extensive experience in providing network security for national-level aerospace launch missions, supporting various Shenzhou missions and Tiangong space stations [1] Group 2 - The company has participated in the development of over ten cryptographic technology standards, covering areas such as link encryption and identity authentication, enhancing data transmission security [2] - The company has successfully won a bid for a cryptographic security resource pool project from China Star Network Application Research Institute, with a bid amount exceeding 18.82 million yuan, aimed at improving the security and compliance of commercial cryptographic technology for clients [2]

Group 1: AI and Robotics - The CES conference was dominated by discussions on artificial intelligence, with Nvidia unveiling new AI models and companies like Intel, AMD, and Qualcomm launching AI-focused chips [2] - Robotics technology became a focal point, highlighted by Nvidia CEO Jensen Huang's keynote speech, emphasizing the growing interest in physical AI applications [2] - Mobileye acquired humanoid robot startup Mentee Robotics for $900 million, while Boston Dynamics partnered with Hyundai to introduce humanoid robots in factories [2][3] - Significant funding is anticipated in the AI sector for 2026, with Elon Musk raising $20 billion for xAI and Anthropic reportedly seeking an additional $10 billion [2][3] Group 2: Chip Developments - Nvidia introduced the Rubin chip, featuring 336 billion transistors and 50 petaflops of performance, aimed at enhancing AI capabilities [4] - Qualcomm launched new chips for robotics and Windows laptops, while Intel released its first chips based on its advanced 18A manufacturing process [4] - AMD showcased the Ryzen AI PC and processors for mobile and embedded applications at CES [4] Group 3: Cybersecurity and Funding - In the cybersecurity sector, Cyera raised $400 million at a valuation of $9 billion for AI data security solutions, while CrowdStrike acquired SGNL for $740 million [5] - The consolidation in the cybersecurity field is accelerating, with Cisco potentially acquiring Axonius and Palo Alto Networks focusing on Koi Security [3][5] Group 4: New Models and Services - Nvidia launched open-source AI models for humanoid robots and autonomous vehicles, while OpenAI introduced ChatGPTHealth for medical inquiries [3] - Google's Gmail is receiving upgrades inspired by Gemini, including AI prioritization and summarization features [3] - SAP expanded AI options for retailers, and CraftStory added image-to-video generation capabilities for AI-generated videos [3]

Core Viewpoint - The company is actively expanding its presence in the AI application sector, focusing on AI-enabled security, AI security protection, and AI infrastructure development [1] Group 1: AI-Enabled Security - The company has launched AI versions of its firewall, the Tianwen large model system, and a series of products featuring the built-in product Xiaotian, enhancing the security protection, detection capabilities, and operational efficiency of various products [1] Group 2: AI Security Protection - New products introduced by the company include a large model security gateway, a large model security assessment system, and intelligent content control, which cover the entire lifecycle of security protection for large model applications [1] Group 3: AI Infrastructure Development - The company has released a series of products such as the Intelligent Computing Cloud platform, integrated computing machines, and computing power servers, providing customers with high-performance and secure integrated computing center construction solutions [1]

Core Viewpoint - The company has been actively investing in digital currency and cross-border payment security since 2020, focusing on technology reserves and solutions in these areas [1] Group 1: Company Initiatives - The company has increased its technological reserves and layout in the fields of digital currency and cross-border payment security since 2020 [1] - The company offers products and solutions related to network security, data security, and intelligent cloud computing [1] - There are existing software orders related to these initiatives, although they currently represent a small proportion of the company's revenue [1]

截至发稿，艾小军累计任职时间12年3天，现任基金资产总规模1690.29亿元，任职期间最佳基金回报 286.65%， 任职期间最差基金回报-46.54%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，国泰基金旗下1只基金位居电科网安十大流通股东。国泰中证军工ETF（512660）三季度减 持111.51万股，持有股数575.83万股，占流通股的比例为0.68%。根据测算，今日浮盈赚取约673.72万 元。 1月12日，电科网安涨5.41%，截至发稿，报22.79元/股，成交8719.31万元，换手率0.45%，总市值 192.72亿元。 国泰中证军工ETF（512660）成立日期2016年7月26日，最新规模141.09亿。今年以来收益13.47%，同 类排名116/5579；近一年收益59.03%，同类排名871/4202；成立以来收益55.64%。 资料显示，中电科网络安全科技股份有限公司位于四川省成都高新技术产业开发区云华路333号 ...

Group 1 - The core development strategy for Qinhuai District is established as "One City, One Belt, One Center," integrating technological innovation with historical culture to create new advantages in urban competition [1] - "One City" refers to the International Science and Technology Innovation City focusing on new productive forces, "One Belt" represents the Qinhuai River Industry Integration Development Belt emphasizing cultural economy, and "One Center" is the vibrant center area supported by commerce and trade [1] - The strategy aims to address spatial constraints in urban centers, promote functional restructuring, and enhance overall capabilities [1] Group 2 - In the past year, the cultivation of new productive forces in Qinhuai District has shown initial success, with projected industry scales for the Internet of Things and low-altitude economy reaching 30 billion and 16.5 billion respectively by 2025, alongside a network security industry revenue exceeding 3.95 billion [2] - The cultural economy has also thrived, with over 90 million tourists received and total cultural tourism consumption exceeding 92 billion, both ranking first in the city [2] - The report sets a target for the regional GDP to exceed 200 billion by 2030, with a focus on enhancing the technological innovation system and accelerating the gathering of strategic emerging industries by 2026 [2]