证券代码：688561 证券简称：奇安信 公告编号：2025-030 奇安信科技集团股份有限公司 关于注销回购股份并减少注册资本 公司本次回购方案所回购的股份用于减少注册资本，根据《中华人民共和国 公司法》等法律法规的有关规定，公司特此通知债权人：公司债权人自接到公司 通知之日起 30 日内，未接到通知者自本公告披露之日起 45 日内，均有权凭有效 债权文件及相关凭证要求公司清偿债务或者提供相应担保。债权人未在规定期限 内行使上述权利的，不会影响其债权的有效性，相关债务将由公司根据原债权文 件的约定继续履行，本次回购注销将按法定程序继续实施。公司债权人如要求公 司清偿债务或提供相应担保的，应根据《中华人民共和国公司法》等法律法规的 有关规定向公司提出书面要求，并随附有关证明文件。 债权申报所需材料：公司债权人可持证明债权债务关系存在的合同、协议及 其他凭证的原件及复印件到公司申报债权。债权人为法人的，需同时携带法人营 业执照副本原件及复印件、法定代表人身份证明文件并加盖公章；委托他人申报 的，除上述文件外，还需携带法定代表人授权委托书和代理人有效身份证的原件 及复印件。债权人为自然人的，需同时携带有效身份证的 ...

Group 1 - The company expects a net loss of between 160 million to 180 million yuan for the current reporting period, compared to a loss of 215.38 million yuan in the same period last year, indicating a decrease in loss by 16.43% to 25.71% [1][2] - The expected net loss after deducting non-recurring gains and losses is projected to be between 170 million to 190 million yuan, down from 232.98 million yuan year-on-year, reflecting a decrease in loss by 18.45% to 27.03% [1][2] - The basic earnings per share are expected to be between -0.1900 yuan to -0.2200 yuan, compared to -0.2547 yuan per share in the previous year [1] Group 2 - The company has accelerated the implementation of key businesses such as commercial encryption, security services, and data security during the reporting period, with significant improvements in market competitiveness for self-developed commercial encryption products [1] - The company achieved breakthroughs in the encryption equipment marketing within the power industry and the application of commercial encryption PLC products in the energy industrial control sector [1] - The company plans to consolidate its advantages in the party and government market, expand into central enterprise markets, and continue to penetrate new markets in healthcare, education, and civil aviation in the second half of the year [2]

Core Viewpoint - The company, 电科网安, is projecting a net loss for the period from January 1, 2025, to June 30, 2025, with expected losses decreasing compared to the previous year [1] Financial Performance Summary - The net profit attributable to shareholders is expected to be a loss of 160 million to 180 million yuan, representing a year-on-year decrease in losses of 16.43% to 25.71% [1] - The net profit after deducting non-recurring gains and losses is projected to be a loss of 170 million to 190 million yuan, indicating a year-on-year decrease in losses of 18.45% to 27.03% [1] - The basic earnings per share are expected to be a loss of 0.19 to 0.22 yuan per share [1]

Group 1 - The company, Zhongxin Saike (002912), announced an expected net profit loss of 55 million to 75 million yuan for the first half of 2025, compared to a loss of 94.42 million yuan in the same period last year [1]

Core Viewpoint - The cloud intelligence security industry is experiencing unprecedented growth opportunities due to the explosive demand for computing power driven by the expanding digital economy [1] Group 1: Industry Development - The cloud intelligence security industry in China is showing a positive development trend, with national focus on defining data security responsibilities and collaboration among stakeholders [2] - The "Computing Power Interconnection Action Plan" emphasizes the need for clear security responsibilities during the computing power interconnection process [2] - The "Network Data Security Management Regulations" require data processors to establish security protection responsibilities through contracts [2] Group 2: Technological Innovation - Artificial intelligence is driving gradient innovation in the industry, enabling products like security operation centers and cloud workload protection platforms to achieve intelligent analysis and response [2] - Core technology breakthroughs are being strengthened, with advancements in security technologies such as zero trust and adversarial defense [2] - AI-driven network security technologies are accelerating innovation, with initial applications of security large models and intelligent security operations showing promising results [2] Group 3: Standardization and Ecosystem - The cloud intelligence security standard system is continuously improving, with over 20 industry standards being developed to cover various security aspects [3] - Beijing is prioritizing the digital security industry, aiming to create a comprehensive technology industry chain that includes network security, data security, and AI security [3] - The importance of a unified AI client for managing multiple large models and distributed computing networks is highlighted, with a focus on dynamic security defense [4] Group 4: Future Directions - There is a call for continuous improvement of the cloud intelligence security standard system to ensure high-quality development through standardization [5] - The industry is encouraged to foster open, collaborative, and trustworthy cloud intelligence security ecosystems [5] - The emphasis is placed on leveraging technological resources and innovation capabilities to enhance the overall security protection level in the cloud intelligence security field [4]

Core Viewpoint - The article discusses the strategic transition of 山石网科 (ShanShi Network Technology) towards the development and mass production of ASIC security chips, which is a key component of its "Double A Strategy" (ASIC + AI) aimed at enhancing its product offerings and market position in the cybersecurity industry [1][2]. Group 1: ASIC Chip Development - 山石网科 has entered the preparation stage for mass production of its ASIC security chip, with plans to switch all products to the ASIC platform by 2025 [1]. - The ASIC chip, built on a 28-nanometer process, is expected to reduce hardware dependency on CPUs and play a crucial role in integrating both domestic and international markets [2]. - The company initiated its ASIC R&D strategy in 2021, successfully completed a single wafer run in October 2024, and anticipates limited market entry in Q4 of this year, with large-scale launch expected in Q1 to Q2 of next year [2]. Group 2: Market Position and Growth Potential - 山石网科 has transformed from a traditional boundary security vendor to a comprehensive security service provider with 57 products across 10 categories, becoming the third company to launch ASIC security chips after NetScreen and Fortinet [2]. - The company aims to achieve an incremental revenue of approximately 80 million to 100 million yuan annually in the financial and internet sectors through optimized product and market strategies [2]. - The cloud firewall market is projected to grow from $2.208 billion in 2021 to $10.334 billion by 2028, with a compound annual growth rate of 24.67%, highlighting the growth potential for 山石网科 in this sector [1]. Group 3: Strategic Goals and Market Outlook - The cybersecurity industry has shifted from single products to systematic services, emphasizing that security is a systemic issue rather than a singular one [3]. - 山石网科's management team aims to align its commercial value with its technological capabilities through the "Double A" strategy, focusing on maintaining existing customer purchases while expanding into new markets [3]. - The company has set 2023 to 2025 as an adjustment period to gradually reduce losses, with 2026 to 2028 designated as a transition period aimed at achieving profitability through increased market share and profit margins [4].

Group 1 - The company, 山石网科, announced the launch of ASIC security dedicated chips and is entering the mass production preparation stage [1] - The company plans to complete the transition to the ASIC platform for all products by 2025 [1] - 山石网科 becomes the third network security company to launch ASIC security dedicated chips, following NetScreen and Fortinet [1]

Core Viewpoint - The company has launched a new ASIC & AI strategic product line, aiming to become one of the top five security vendors in China by 2028, focusing on integrated network security solutions [1] Group 1: Product Launch and Strategy - The company introduced several new products, including next-generation firewalls and AI-driven security systems, as part of its ASIC & AI strategy [1] - The core strategy is "ASIC as the foundation, AI as the guide," which aims to drive the next generation of network security [5] - The company plans to complete the mass production of its self-developed 28nm ASIC chips by October 2023, with a full platform switch expected by mid-2024 [4][5] Group 2: Technological Innovation - The successful one-time tape-out of the ASIC chip is attributed to the company's innovative technology roots, with a history dating back to its founding by alumni from Tsinghua University [3] - The ASIC chip project, named "Venus," has been developed in four years, making the company the third globally to use ASIC chips for firewall and data encryption [4] - The new architecture design and fully domestic production process have significantly improved the performance of domestic firewalls, particularly in critical infrastructure sectors like finance and energy [4] Group 3: Market Position and Future Outlook - The company has seen a 40% year-on-year increase in profitability in its Hong Kong and Macau operations, with significant breakthroughs in government and financial sectors [9] - The strategic partnership with Digital China has enhanced the company's sales efficiency by approximately 90% and allowed for a more focused industry strategy [9] - The company anticipates a significant increase in market share and profitability following the launch of its ASIC products, with a strategic adjustment period from 2023 to 2025 and a growth phase from 2026 to 2028 [9] Group 4: AI Integration and Security Ecosystem - The company is leveraging AI technology to enhance its security operations, creating intelligent defense systems that improve efficiency and risk management [8] - The "Security AI" strategy aims to reshape the security ecosystem, covering device operation, data security, and security operations [8] - Approximately 10% of the company's research and development efforts are currently driven by AI, indicating a strong commitment to integrating AI into its product offerings [8]

Group 1 - Company announced the launch of ASIC security dedicated chips and is preparing for mass production, aiming to complete the transition to the ASIC platform for all products by 2025, which is a key part of the "Dual A Strategy" (ASIC + AI) [1] - The cloud firewall market is expected to grow from $2.208 billion in 2021 to $10.334 billion by 2028, with a compound annual growth rate of 24.67%, highlighting the company's position as a representative vendor in Gartner's security visionary quadrant [1] - The company has transformed from a traditional boundary security vendor to a comprehensive security service provider with 57 products across 10 categories, becoming the third network security company to launch ASIC security dedicated chips [2] Group 2 - The ASIC chip, built on a 28nm process, is expected to reduce hardware dependency on CPUs and is crucial for integrating both domestic and international markets [2] - The company aims to achieve an incremental revenue of approximately $8 million to $10 million annually in the financial and internet sectors through optimized product and market strategies [2] - The company has set 2023 to 2025 as an adjustment period to gradually reduce losses, with 2026 to 2028 designated as a transition period to achieve profit growth through market share increase and profit margin expansion [3]

Core Viewpoint - The news highlights the increasing prevalence of investment fraud schemes, particularly those involving cross-border e-commerce and virtual currencies, emphasizing the need for public awareness and caution in financial dealings [3][11]. Group 1: Case Presentations - A case involving Mr. Deng illustrates how he was lured into a fraudulent scheme by promises of easy profits from operating an "overseas store," which required him to prepay for goods and ultimately led to a loss of 127,000 yuan [4][5]. - Another case features Ms. Shang, who fell victim to a romance scam that led her to invest over 100,000 yuan in a fake trading platform, showcasing the emotional manipulation often used in such scams [6]. Group 2: Expert Insights - Experts identify the use of designated commercial prepaid cards as a common tool in investment fraud, allowing scammers to bypass traditional banking oversight and facilitate money laundering [7][8]. - The fraudulent platforms often appear legitimate, using sophisticated apps that can mislead victims into believing they are making real investments, which complicates the detection of scams [8][10]. Group 3: Police Warnings - Law enforcement officials warn that investment schemes promising high returns and guaranteed profits are typically fraudulent, targeting individuals with disposable income and investment interests [11][13]. - The typical progression of such scams involves building trust, encouraging investment, and ultimately blocking withdrawals while demanding additional fees, leading to significant financial losses for victims [11].