Core Insights - China Unicom's cybersecurity model has been recognized as a significant technological equipment, showcasing its leading position in the cybersecurity industry [1][2] - The model leverages AI to enhance security capabilities, addressing critical operational pain points and improving efficiency [1] Group 1: Recognition and Impact - China Unicom's self-developed cybersecurity model has been included in Beijing's 2025 second batch of major technological equipment, highlighting its technological strength and innovation in the cybersecurity field [1] - This recognition emphasizes China Unicom's role as a "national cybersecurity team" amid escalating global cybersecurity threats [1] Group 2: Technological Advancements - The cybersecurity model integrates four core capabilities: large models, intelligent agents, knowledge bases, and plugin tools, creating a dynamic defense paradigm that can self-learn and evolve [1] - The model has achieved significant breakthroughs in operational scenarios, including a noise reduction rate exceeding 99% and an intelligent judgment accuracy of over 95%, with judgment time reduced to under 30 seconds [1] Group 3: Operational Efficiency - The model enhances report generation efficiency by 80%, allowing security operation teams to focus 90% of their efforts on high-value threat handling, thus significantly improving operational effectiveness [1]

Group 1 - The 2025 Guangdong Cybersecurity Awareness Week commenced on September 15, with the theme "Cybersecurity for the People, Cybersecurity Relies on the People" [1] - The event includes various activities such as project promotion, talent recruitment, and a cybersecurity competition, aiming to enhance industry development through favorable policies [1][3] - Zhuhai has introduced a series of incentives for the "Cybersecurity Industry Overseas Gathering Zone" and "Artificial Intelligence Large Model Ecosystem Construction Gathering Zone," with rewards up to 2 million yuan [1] Group 2 - Representatives from Guangdong, Hong Kong, and Macau emphasized collaboration to build a cybersecurity "firewall" during the opening ceremony [2] - Suggestions were made to establish a universal security model to manage systemic risks associated with large models, reducing overall social costs [2] - A memorandum was signed to promote cooperation in cybersecurity among the three regions, leading to fruitful outcomes [2] Group 3 - 21 companies presented projects related to cybersecurity technology, AI, and cross-border data flow during the event [3] - A proposal was made to create a cross-border data space to lower costs and enhance data security through AI and infrastructure collaboration [3] - Innovative cybersecurity solutions were showcased, including a drone detection system capable of real-time monitoring within a 5-kilometer radius [3] Group 4 - The "Million Talents Gather in South Guangdong" recruitment event offered 8,318 quality job positions from 94 participating companies [4] - Companies are seeking talent in AI security, blockchain, and data governance, reflecting the industry's growing demand for skilled professionals [4] - The "Bay Area Cup" cybersecurity competition attracted over 10,000 initial registrants, with 150 teams advancing to the finals, focusing on various cutting-edge security fields [5]

Group 1 - The company is a leading provider of cybersecurity solutions, offering electronic certification services, cybersecurity products, cybersecurity integration, and cybersecurity services to clients nationwide [1] - Currently, the company does not engage in RWA (Risk-Weighted Assets) business [1]

Core Insights - The launch of the 360 South Asia Southeast Asia Digital Industry Base marks a significant step in 360's strategic expansion in the southwestern region of China, aiming to establish a digital economy service network that radiates to South Asia and Southeast Asia [1][3] Group 1 - The base will serve as the regional headquarters for 360 Digital Security Group, focusing on core businesses such as cross-border data security, intelligent security operations, and AI industry empowerment [3] - 360 emphasizes the strategic importance of Yunnan as a radiation center for South Asia and Southeast Asia, leveraging its geographical advantages [3] - The company plans to integrate its core technologies with local resources in Yunnan, enhancing digital infrastructure security and promoting the healthy development of the AI industry [3][4] Group 2 - The operation of the 360 South Asia Southeast Asia Digital Industry Base is a milestone for 360's strategy and a key support for Yunnan's goal of becoming a regional international digital economy hub [4] - 360 will continue to drive digital development in Yunnan and the surrounding regions through a dual focus on security and AI [4]

9月15日在"2025年广州市网络安全宣传周启动仪式"上，来自中山大学、华南理工大学、暨南大学、广 州大学、广东外语外贸大学的5所高校网络安全领域或者人工智能产业研究专家，围绕"AI+"发展创新 与安全治理热门话题，上演了一场高端的"院长对话"。在专家看来，AI应用边界持续拓展，安全防线的 构建也迫在眉睫。 "AI智能体已走入千家万户，可能过一段时间会比手机离大家更近。随着AI融入人们生活，人工智能安 全必将成为一个极其重要的研究方向。"中山大学网络空间安全学院院长操晓春教授指出，当前AI领域 需重点关注三类风险：一是AI智能体输出正确性与价值观问题，关系到用户认知与社会稳定，必须推 进全生命周期的安全评估与治理；二是智能无人系统与物理领域安全问题。AI已从数字空间延伸至物 理世界，其决策透明性与可解释性成为关键。不仅要关注"结果正确"，更要追求"原因正确"。三是AI生 成内容的安全隐忧，需加强审核、溯源、风险预警等。 医疗领域作为AI应用的重要场景之一，琶洲实验室智慧医疗与AI病理联合研发中心执行副主任、华南 理工大学计算机科学与工程学院副院长张通教授表示，"大模型在医疗产品中的应用面临与传统研究领 域不同 ...

Core Insights - Quantum computing is expected to be a disruptive force in solving AI computing power bottlenecks, offering superior parallel computing capabilities and lower energy consumption compared to traditional computing [2][5] - Post-quantum cryptography aims to create new cryptographic systems that can withstand attacks from quantum computers, becoming a crucial technology for future information security [1][2][5] - The standardization process for post-quantum cryptography is accelerating, with increasing exploration of applications and intensified competition among leading domestic and international companies [1][5] Industry Overview - The global market for quantum computing reached $4.7 billion in 2023 and is projected to exceed $800 billion by 2035, indicating significant growth potential [2] - Domestic leading companies are rapidly advancing in the fields of quantum computing and post-quantum cryptography, focusing on algorithm development, hardware innovation, and industry application [3] Company Highlights - GuoDun Quantum (国盾量子) supports the commercialization of post-quantum cryptography with a complete industrial chain [4] - Sanwei Xinan (三未信安) has developed a full range of anti-quantum cryptography products, from chips to systems [4] - Jida Zhengyuan (吉大正元) is actively promoting research on anti-quantum cryptography migration, achieving full-stack innovation from algorithms to applications [4] - Tianrongxin (天融信) has made strategic investments in quantum computing, leading the upgrade of security products with chip-level post-quantum cryptography cards [4] - Electric Science Network Security (电科网安) has launched the "Quantum Armor" series of anti-quantum cryptography products, creating a comprehensive security ecosystem [4] - Geer Software (格尔软件) focuses on financial industry applications for anti-quantum migration solutions [4] - GuoXin Technology (国芯科技) is integrating quantum technology with trusted computing chips, establishing a full-chain layout from algorithms to products [4] Investment Recommendations - Companies to watch in the post-quantum cryptography space include GuoDun Quantum, Sanwei Xinan, Jida Zhengyuan, Tianrongxin, Electric Science Network Security, Geer Software, and GuoXin Technology [5] - Additional companies related to quantum computing include Qiming Star (启明星辰), Keda Guokuan (科大国创), Hexin Instruments (禾信仪器), Shenzhou Information (神州信息), Kehua Data (科华数据), China Great Wall (中国长城), Guangxun Technology (光迅科技), Unisoc (紫光国微), and Hengtong Optic-Electric (亨通光电) [5]

Core Viewpoint - The company, Digital Certification (300579.SZ), confirmed that it does not currently engage in RWA business, focusing instead on cybersecurity solutions and services [1]. Company Overview - Digital Certification is a leading provider of cybersecurity solutions in China, offering electronic certification services, cybersecurity products, integration, and services [1]. Business Focus - The company primarily serves a national customer base with its cybersecurity offerings, indicating a strong market presence in this sector [1].

9月15日，2025国家网络安全宣传周正式开幕，天融信(002212)董事长兼CEO李雪莹受邀出席并在网络 安全技术高峰论坛主论坛上发表演讲。李雪莹指出，在全球数字化、智能化发展大势下，网络安全作为 其伴生产业存在广泛的需求，中国网络安全产业经过30年的本土化发展，已具备坚实的产品和技术能 力，在全球数智发展对网安需求快速提升之际，推进中国网络安全产业国际化恰逢其时。 据了解，今年天融信开启了成立以来的第四个"十年"，基于过去30年的产品技术积累，李雪莹总结出网 络安全产业国际化发展路径的"三个层次"与"四个阶段"。她表示，从层次上看，产业国际化不仅是产品 "走出去"，更要在研发、生产、营销、服务等方面实现全球化布局，最终推动主导产品获得国际认可； 从阶段上看，企业通过国内合作伙伴间接出口起步，逐步设立海外营销网点，再深入关键区域实现国际 化经营，最终形成覆盖全球大部分地区的网络与价值链。 李雪莹认为，推进网络安全产业国际化必须面对三个问题。首先，要深度参与国际标准共建，提升中国 网安产业话语权。她进一步解释，网安产业要提升国际话语权和全球影响力，需要实现从标准跟随者到 标准引领者的跨越。 其次，要注重知识产 ...

网络安全医院上线后，企业如何快速就诊？企业只需通过企业微信进入平台初步咨询，再进入网络 安全医院进行线上挂号，最终对接入驻平台的网络安全企业服务，享受专家级定制服务。该平台也会不 定期开展网络安全检查，对办公电脑业务系统进行漏洞扫描、深度测试，并提出工作建议，指导服务对 象单位做好网络安全防护。 今年网络安全宣传周期间，南京还将举行多个主题日活动，包括校园日、电信日、法治日、金融 日、青少年日、个人信息保护日等。这些主题日将以通俗易懂、喜闻乐见的形式，针对不同群体和领域 进行有针对性的宣传和教育，在全市广泛营造"网络安全为人民，网络安全靠人民"的浓厚宣传氛围。 9月15日，2025年南京市国家网络安全宣传周开幕式暨宁工有力量行动进企业活动在南京港（集 团）有限公司举行。活动以"网络安全为人民，网络安全靠人民——以高水平安全守护高质量发展"为主 题，旨在普及网络安全知识、提升网络安全意识、增强网络安全技能。 开幕式现场，还启动了"2025年南京市职工网络安全知识有奖竞答"活动，浦口区、扬子石化、亚信 科技、承创云锦等单位分别代表机关、国企、网安企业及职工，分享了网络安全领域的精彩案例。 活动现场，由市委网信办指 ...

Core Insights - On September 15, 2023, AsiaInfo Security's stock rose by 1.11%, with a trading volume of 131 million yuan [1] - The company recorded a net financing purchase of 4.87 million yuan on the same day, with a total financing balance of 130 million yuan, representing 1.56% of its market capitalization [1] - As of June 30, 2025, AsiaInfo Security reported a revenue of 3.12 billion yuan, a year-on-year increase of 372.81%, but a net loss of 356 million yuan, a decrease of 85.39% year-on-year [2] Financing and Trading Activity - On September 15, 2023, AsiaInfo Security had a financing buy-in of 14.06 million yuan, with a financing repayment of 9.18 million yuan, resulting in a net financing purchase of 4.87 million yuan [1] - The current financing balance of 130 million yuan is above the 90th percentile of the past year, indicating a high level of financing activity [1] - No short selling activity was recorded on September 15, 2023, with a short selling balance of 0 [1] Company Overview - AsiaInfo Security, established on November 25, 2014, and listed on February 9, 2022, is located in Nanjing, Jiangsu Province [1] - The company's main business involves providing cybersecurity products and services to government and enterprise clients, with revenue composition of 52.42% from intelligent business and 47.58% from cybersecurity [1] - As of June 30, 2025, the number of shareholders increased by 2.61% to 8,901, while the average circulating shares per person decreased by 2.54% to 23,492 shares [2]