Group 1: Event Overview - The "Everlasting Data Expo 2025 Series Event - Direct to Data Expo (Hangzhou) Special Session" was successfully held on July 11, focusing on the digital economy development in Hangzhou and the Yangtze River Delta region [1] - The event aimed to build a bridge for regional enterprises to connect with the 2025 Data Expo and explore cross-regional cooperation potential [1] Group 2: Company Profile - Anheng Information Technology Co., Ltd. was founded in 2007 and currently employs over 3,800 staff, operating under a dual headquarters strategy in Hangzhou and Beijing, with branches in 34 provinces and cities across China [3] - The company is a global leader in digital security, dedicating 30% of its revenue to R&D, with over 26% of its workforce in research and development, focusing on network and data security [3] Group 3: Security and Data Integration Initiatives - Anheng Information has a proven security capability, having participated in major events such as the 2008 Beijing Olympics and the 2016 G20 Hangzhou Summit, and has become an official partner for cybersecurity with the Asian Olympic Council [3] - The company is actively expanding into the data element field, utilizing privacy computing to help banks build inclusive financial models, which has been recognized as a significant case by the China Economic Times [4] Group 4: Data Infrastructure Solutions - Anheng Information released the "Data Space" overall solution that meets data infrastructure requirements and complies with trusted data space standards, along with the self-developed "Data Router" to facilitate data flow [4] - The company has supported the construction of trusted data spaces across various industries, including Ningbo, Chongqing, and Hangzhou, establishing benchmark cases [4] Group 5: Participation in Data Expo 2025 - Anheng Information plans to showcase innovations in four key areas at the 2025 Data Expo, including data infrastructure, data element scenarios, data technology, and data security [5] - The company aims to share experiences in data security governance and AI security protection, and to explore pain points with local data authorities and groups [5] - The Data Expo is viewed as a crucial platform for closing the loop in business, ecology, technology, and scenarios related to big data, data elements, and data infrastructure [5]

Core Viewpoint - The South Asian hacker group "Bitter" has launched targeted cyberattacks against a Chinese government department, using forged emails from the "Ministry of Natural Resources" to deliver malicious Excel files that compromise the victim's computer and enable ongoing surveillance and data theft [1][5]. Attack Methodology - The attackers impersonated the "Ministry of Natural Resources" by creating a convincing email identity and content, using themes like "user data" to lure recipients into opening the malicious attachment disguised as an Excel file [2]. - The so-called "Excel file" is actually an HTML file containing malicious scripts that activate automatically in the background once opened, initiating the attack process without the victim's knowledge [3]. - The malicious script establishes a scheduled task named "WindowsDefenderVerification" on the victim's computer, which connects to an external server every 16 minutes to receive commands and transmit stolen data, allowing for long-term covert control [4]. Background of the Hacker Group - "Bitter" is identified as a state-sponsored Advanced Persistent Threat (APT) group, suspected to originate from India, with a clear geopolitical motive targeting strategic objectives in China and Pakistan, including government agencies and critical infrastructure [5]. Defensive Guidelines - Organizations should be vigilant about unfamiliar email attachments and avoid opening them [7]. - It is recommended to install professional protective software and keep virus definitions updated to intercept malicious files [8]. - Implementing systems to monitor abnormal network activities can help detect and block remote control attempts by hackers [9]. - Regularly patching computer systems and commonly used software is essential to reduce vulnerabilities that could be exploited [10].

摩根士丹利将其对网络安全公司 CrowdStrike(CRWD.US)的股票评级从"增持"下调至"持股观望"，但将 对该股的目标价从490美元上调至495美元。 ...

Group 1 - The company expects to achieve operating revenue between 1.115 billion and 1.175 billion yuan for the first half of 2025, with a projected net profit growth of 43% to 60% compared to the same period last year [1] - The company has improved its operational quality, with a significant increase in the proportion of high-margin products, leading to a more than 2 percentage point increase in overall gross margin compared to the same period last year [1] - The company has strengthened accounts receivable and cash flow management, resulting in a noticeable increase in operating cash flow and a reduction in accounts receivable at the end of the reporting period [1] Group 2 - The company is focusing on AI security, launching a series of products related to large model application safety, and has seen a doubling in order amounts in the second quarter [2] - The company has successfully implemented several multi-million yuan projects in data security, providing comprehensive lifecycle security protection for clients and enhancing data value through trusted data development [2] - The company is deepening its collaboration with China Mobile, aiming to enhance the quality and efficiency of cooperation, and plans to optimize resource allocation to boost cloud security and DICT collaborative revenue [3] Group 3 - The company is committed to the "Overall National Security Concept" and plays a crucial role in supporting China Mobile's "BASIC6" innovation plan, focusing on integrating cloud, network, and intelligent security capabilities [3] - The company aims to maintain confidence in development and continue to deepen business collaboration with China Mobile, expecting to consolidate competitive advantages and move towards a new stage of high-quality development [3]

Group 1 - The company expects to report a loss for the period from January 1, 2025, to June 30, 2025 [2] - The performance forecast has not been audited by a registered accounting firm [2] - The company attributes the expected loss to lower gross margins in some business segments, increased operating costs, and additional provisions for litigation liabilities amounting to approximately 13 million yuan [3] Group 2 - The increase in research and development expenses compared to the same period last year is also a contributing factor to the expected loss [3] - There are uncertainties regarding the accuracy of the performance forecast due to potential liabilities from ongoing litigation, which may impact net profit [4] - The final financial data will be disclosed in the company's 2025 semi-annual report, and the preliminary estimates may differ from the final figures [4]

Group 1 - The core viewpoint of the announcement is that the company has decided to use its own funds to pay for the required capital for investment projects and will replace it with raised funds, which is expected to improve the efficiency of fund usage and project implementation [1][2] - The third meeting of the third supervisory board was held on July 14, 2025, with all three supervisors present, confirming compliance with relevant laws and regulations [1] - The supervisory board unanimously approved the proposal regarding the use of self-owned funds for investment projects, indicating no adverse impact on the normal conduct of these projects [1][2] Group 2 - The voting result for the proposal was 3 votes in favor, with no votes against or abstentions [2] - The detailed content of the proposal will be published on the Shanghai Stock Exchange website [2]

Core Points - The company has announced a downward adjustment of the conversion price for its convertible bonds from 24.52 CNY/share to 16.50 CNY/share, effective from July 16, 2025 [1][5][6] - The adjustment was triggered as the company's stock price was below 85% of the current conversion price for at least 15 out of 30 consecutive trading days [4][5] - The company held a board meeting and a shareholder meeting to approve the adjustment, with the board's proposal receiving majority support [4][5] Convertible Bond Issuance Overview - The company issued a total of 2,674,300 convertible bonds at a face value of 100 CNY each, amounting to a total of 26,743.00 million CNY, with a maturity of six years from the issuance date [1][2] - The bonds were listed on the Shanghai Stock Exchange on April 21, 2022, under the name "山石转债" and code "118007" [2] Conversion Price Adjustment Mechanism - The conversion price can be adjusted downward if the stock price falls below 85% of the current conversion price for a specified period [3][4] - The adjustment requires approval from at least two-thirds of the voting rights at the shareholder meeting, excluding bondholders from voting [3] Recent Developments - The company’s stock price averaged 15.67 CNY/share over the 20 trading days prior to the shareholder meeting, and 16.04 CNY/share on the trading day before the meeting [5] - The new conversion price will be effective from July 16, 2025, after a temporary suspension of conversion on July 15, 2025 [5][6]

Core Viewpoint - The company has received approval to use its own funds to pay for part of the investment projects and subsequently replace these funds with the raised capital from the convertible bonds issuance, ensuring compliance with relevant regulations and improving operational efficiency [1][8]. Fundraising Overview - The company issued a total of 2,674,300 convertible bonds at a face value of 100 yuan each, raising a total of 26,743.00 million yuan, after deducting issuance costs [1]. - All raised funds have been deposited into a special account approved by the board of directors, with agreements signed with the underwriting institution and the commercial bank for fund supervision [2]. Investment Project Details - The total investment for the projects is 54,670.00 million yuan, with 25,925.72 million yuan allocated from the raised funds [4]. - The timeline for the projects has been adjusted, with the expected completion date for certain projects extended to September 30, 2026 [4]. Reasons for Using Own Funds - The company opted to use its own funds initially due to operational challenges in processing payments through the special fund account, which could lead to non-compliance with banking regulations [5]. - This approach aims to enhance the efficiency of fund utilization and project implementation [5]. Replacement Process - The company has established a detailed process for replacing the funds, which includes internal approval procedures and a timeline for transferring equivalent amounts from the special fund account within six months of the initial payment [6]. Impact on the Company - The use of self-funds for project payments is expected to improve operational management efficiency and ensure the smooth progress of investment projects without affecting the intended use of raised funds [6][7]. Approval Procedures - The board of directors and the supervisory board have both approved the use of self-funds for project payments, confirming that this decision aligns with legal regulations and the company's fund management policies [7][8].

Core Viewpoint - The company expects to achieve operating revenue between 1.115 billion and 1.175 billion yuan for the first half of 2025, focusing on improving operational quality and accelerating the commercialization of innovative technologies [1] Group 1: Company Performance - The company is enhancing operational quality and accelerating innovation, with key indicators such as gross margin and accounts receivable showing continuous improvement [1][4] - The company reported a strong performance in the second quarter, achieving positive operating cash flow, which lays a solid foundation for stable development throughout the year [1][4] - The comprehensive gross margin improved by over 2 percentage points compared to the same period last year, driven by an increase in the proportion of high-margin products [4] Group 2: Innovation and Product Development - The company is rapidly advancing its innovative business, particularly in AI security, launching a series of products and services related to large model applications [2] - The company has established benchmark cases for its large model application security products and has seen a significant increase in order amounts in the second quarter [2] - The company is implementing a data security strategy that includes lifecycle protection and cross-entity data circulation, successfully replicating projects across more than 20 locations [2] Group 3: Industry Outlook - The network security industry faces short-term growth pressures but has strong long-term development momentum, driven by increasing compliance pressures and the evolution of attack methods [3] - The company is expected to benefit from the strengthening of compliance and technological advancements, positioning itself as a leader in the industry [3] - The company aims to enhance collaboration with China Mobile, focusing on improving the quality and scale of cloud security and DICT collaborative revenues [3]

| 证券代码：688561 证券简称：奇安信 公告编号：2025-029 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 奇安信科技集团股份有限公司 | | | | | | | | | 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 | | | | | | | | | 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 | | | | | | | | | 重要内容提示： | | | | | | | | | 本次会议是否有被否决议案：无 | ? | | | | | | | | 一、 会议召开和出席情况 | | | | | | | | | 14 （一） 股东大会召开的时间：2025 月 | | 7 年 | 日 | | | | | | （二） 股东大会召开的地点：北京市西城区西直门外南路 26 号院奇安信安全中 | | | | | | | | | 心多功能厅 | | | | | | | | | （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 | | | | | | | | ...