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奇安信董事长,最新发声
Zhong Guo Ji Jin Bao· 2025-06-05 10:01
【导读】奇安信董事长齐向东:未来十年,公司国际业务占比会稳步提升 6月5日,奇安信董事长齐向东在2025北京网络安全大会接受媒体群访时表示,出海已经成为奇安信的重 要战略,网络安全公司的海外业务一定要占有一定的比例,否则就不能成为世界一流的网络安全公司。 "所以,我们定了一个新的十年规划,在未来十年,公司国际业务占比会稳步提升,直到达到和世界一 流企业相匹配的程度。"齐向东说。 据介绍,在新冠疫情之前,奇安信就开始拓展海外市场,五年来在中东、东盟、拉美、北非、中亚等地 都有一些国家级的标杆项目,得到了客户的高度认可。数据显示,2024年奇安信的海外业务收入占比为 2.08%。 在齐向东看来,中国网络安全企业出海正面临千载难逢的机会。目前,全球科技战、关税战、贸易战等 此起彼伏,这让很多国家都担心自身安全问题,对网络数据安全更是忧心忡忡。 "以往这些国家都采用西方国家的产品和方案,但随着国际局势的不断变化,他们认为,仅仅依靠西方 国家的安全技术,就像把鸡蛋放在一个篮子里一样,不太可靠、不太安全。他们希望能够对中国的安全 企业敞开大门,欢迎中国的网络安全企业和西方国家的安全公司同台竞技,并从中择优选用。而在和发 ...
从一张胸片说起,北京为释放数据价值和安全治理有何尝试?
Nan Fang Du Shi Bao· 2025-06-05 09:41
Core Insights - The Beijing government is exploring data security governance for personal, enterprise, and public data to enhance service delivery and convenience [3][4] Group 1: Personal Data - The core issue with personal data is the lack of unified anonymization standards, which creates concerns for data circulation among enterprises [3] - Beijing is collaborating with hospitals to create public datasets from chest X-ray imaging data, aiming to balance patient safety and research needs [3] Group 2: Public Data - Balancing public interest and commercial utilization of public data is a key challenge, with no unified regulations on authorization and pricing [3][4] - The Beijing government has adopted a decentralized authorization approach for public data, particularly in the financial sector, and is considering whether to expand this or shift to centralized authorization [3] Group 3: Enterprise Data - Trust is crucial for enterprise data circulation, and external factors significantly influence its value [5] - Beijing is utilizing blockchain technology to establish a value-added collaboration network to enhance trust among enterprises, particularly in the steel industry where strong interconnections exist [5]
为“气检”新业态稳步发展“蓄力赋能”
Qi Lu Wan Bao Wang· 2025-06-05 09:40
近年来,新能源、智能设备、数字经济等新业态不断涌现,为最大程度释放政策红利,守护辖区新兴产 业全面健康发展,国家税务总局威海经济技术开发区税务局以"服务+监管"双轮驱动,畅通"数据精准画 像—政策红利推送—涉税风险防控—合规经营引导"链条,精准推送税费政策的同时,对企业享受政策 的薄弱环节"一对一"辅导,辅导企业准确归集成本数据、规范账务处理,引导合规经营,为企业发 展"蓄力赋能"。 以政策红利护航企业发展。一直以来,经开区税务局坚持聚焦企业关切和诉求,持续创新税收服务管理 措施,为民营企业强信心、减负担、增活力。未来,将持续增强税务服务与管理的针对性和精准性,助 力民营经济主体做强做优做大。 当前,气体安全监测行业受益于工业智能化、城市安全升级及"双碳"政策驱动,市场需求持续扩容。作 为国家高新技术企业、山东省瞪羚企业,埃尔法仪器已在气体安全检测领域深耕十年,与山大(威海)在 激光燃气泄漏检测领域保持产学合作,在业内首创"远距离手持遥测检测高层住宅泄漏""云台扫描式产 品进行露天工艺区监控""激光甲烷与乙烷同时检测辨识天然气"等多项新应用,为国内80%以上头部燃 气企业提供服务,产品广泛应用于国家管网集团西 ...
齐向东:当前网络安全体系建设面临三重困境,呼吁重塑内生安全体系
Jing Ji Guan Cha Bao· 2025-06-05 09:26
三重困境制约网络安全体系化发展 齐向东指出,当前网络安全产业面临的首要困境是"体系思想落地不畅"。尽管政企机构对网络安全的重 视程度显著提升,但由于项目建设分散化、采购多厂商设备,甚至部分项目层层分包,导致安全体系呈 现"大拼盘"状态。数据显示,超90%的大型政企机构在安全建设中采购10家以上厂商的设备,专业网络 安全厂商难以对项目整体负责,最终形成"形聚神散"的一体化方案。 第二重困境是"大小体系融合瓶颈"。齐向东用"大体系"指代宏观安全顶层设计,用"小体系"形容细分行 业或设施的安全体系。他以某省级网络安全建设为例,尽管省级"大体系"架构完善,但各市、区信息化 水平参差不齐,导致大小体系间出现鸿沟,小体系的漏洞可能为大体系埋下隐患。 第三重困境是"'小体系'运营梗阻"。由于各单位安全体系标准不一,数据不通、情报不共享的现象普遍 存在,不仅阻碍"小体系"接收"大体系"指令,还拉大了各"小体系"之间的能力差距。 公司动态 6月5日,2025全球数字经济大会数字安全主论坛暨北京网络安全大会开幕。本次大会以"安全突围:重 塑内生安全体系"为主题,聚焦网络安全产业在"十四五"迈向"十五五"关键时期的挑战与机遇。全国 ...
奇安信董事长:希望中国网络安全产品在海外赢得像歼-10CE一样的认可
Huan Qiu Wang· 2025-06-05 06:10
Core Viewpoint - The chairman of Qi Anxin Group, Qi Xiangdong, emphasized that Chinese cybersecurity products can match the quality of those from developed Western countries, expressing a desire for international recognition similar to that received by the J-10CE fighter jet [1][2]. Group 1: International Expansion - Qi Xiangdong stated that as a world-class cybersecurity company, Qi Anxin must expand internationally, with the proportion of international business steadily increasing [1]. - The current geopolitical climate presents a unique opportunity for Chinese cybersecurity companies to expand overseas, particularly in countries involved in the Belt and Road Initiative [2]. Group 2: Market Dynamics - Qi Xiangdong noted that many countries have traditionally relied on Western products, but changing international circumstances have led them to seek alternatives, viewing reliance on Western technology as risky [2]. - Countries are increasingly concerned about their national security in the digital age, prompting a competitive environment where they welcome Chinese cybersecurity firms to compete alongside Western companies [2].
华尔街到陆家嘴精选丨美国5月小非农惨遭滑铁卢 特朗普再度要求降息!美财政部创纪录回购美债 日债今日发行是否顺利?SpaceX今年收入将超155亿美元 明年或超NASA整年预算
Di Yi Cai Jing· 2025-06-05 01:27
Group 1: Employment Data and Economic Outlook - The ADP employment data for May showed an increase of 37,000 jobs, the smallest growth since March 2023, significantly below the expected 110,000 jobs, indicating a potential cooling in the labor market and economic uncertainty [1][2] - The decline in employment growth has led to a decrease in confidence in the US dollar, resulting in a drop in the dollar index [2] Group 2: US Treasury Actions - The US Treasury conducted a record $10 billion buyback of old bonds to inject liquidity into the market, which is seen as a "light QE" measure amid rising bond yields and market volatility [1][2] - The Treasury plans to issue $65 billion in new bonds, reducing the scale of previous issuances, indicating a strategic adjustment in debt management [2] Group 3: CrowdStrike Financial Performance - CrowdStrike reported Q1 revenue of $1.1 billion, a nearly 20% year-over-year increase, but incurred a net loss of $110 million compared to a profit of $42.8 million in the same period last year [3][4] - The company expects Q2 adjusted earnings per share of $0.82 to $0.84, but revenue guidance of up to $1.15 billion is below expectations, causing a nearly 5.8% drop in stock price [3] Group 4: SpaceX Revenue Projections - Elon Musk projected SpaceX's revenue for this year to exceed $15.5 billion, with $1.1 billion coming from NASA, and indicated that next year's revenue could surpass NASA's budget [5][6] - The revenue growth is attributed to increased rocket launch services and Starlink business, with expectations of 170 launches this year compared to 134 last year [6] Group 5: Nuclear Power Sector Growth - US nuclear stocks have surged, with companies like Energy Fuels seeing over 17% gains recently, driven by major tech firms entering nuclear power agreements [7][8] - The nuclear sector is expected to enter a decade-long growth cycle, with structural shortages in the global uranium market anticipated [7] Group 6: Coking Coal Market Dynamics - Coking coal futures saw a strong increase of over 7%, but analysts suggest that prices may still face downward pressure due to supply-demand imbalances [9][10] - Domestic coking coal production increased by 6% year-over-year in the first four months, while demand remains weak, leading to concerns about oversupply [9]
Bruker (BRKR) 2025 Conference Transcript
2025-06-04 22:30
Summary of Bruker (BRKR) 2025 Conference Call Company Overview - **Company**: Bruker Corporation (BRKR) - **Event**: 2025 Conference Call held on June 04, 2025 Key Industry Insights - **Industry**: Mass Spectrometry and Proteomics - **Market Trends**: The mass spectrometry market is experiencing significant innovation, particularly in proteomics and metabolomics, with a focus on high sensitivity and throughput solutions [3][10][12] Core Product Innovations 1. **TIMS Ultra and AIP**: - New product launched to enhance MSMS sensitivity and bandwidth, allowing for more peptides and proteins to be analyzed [5][7] - Significant advancements in single-cell proteomics, enabling analysis of smaller cells than previously possible [8] 2. **TIMS Metabo Instrument**: - Aimed at the high-resolution accurate mass market for small molecules, targeting applications in PFAS research, toxicology, and metabolomics [11][12] - Expected to double the market opportunity for Bruker, potentially reaching a $200 million market share [15] 3. **TIMS Omni**: - A revolutionary mass spectrometer combining TIMS technology with Omni Trap, enabling top-down proteomics and functional proteomics [17][18] - Positioned to create a new category in mass spectrometry with no direct competition [19] Financial Outlook - **Revenue Guidance**: Anticipated moderate growth in 2026, with expectations of organic growth between 6% to 8% [32] - **Cost Management**: Bruker is implementing cost-cutting measures, including reducing operational costs in European sites and optimizing R&D spending [33][35] Market Dynamics - **Academic Market**: Anticipated decline in academic spending by 20-25% due to budget constraints, impacting overall revenue [22][30] - **Defense and Homeland Security**: Notable growth in the detection business for radiological and chemical threats, with potential revenue increases of $20 million next year [38][39] Emerging Markets and Opportunities - **Semiconductor and AI**: Strong demand in metrology for high-performance computing and AI applications, expected to grow from 8% to potentially 12% of total revenue [45][46] - **China Market**: Potential for stimulus-driven growth in high-end research tools, although timing remains uncertain [51][52] Strategic Developments - **Cell Analysis and Diagnostics**: Launch of a new benchtop product aimed at broadening market access for antibody discovery and cell line selection [54][55] - **Spatial Biology**: Continued investment in spatial biology technologies, enhancing capabilities in multi-omics and improving throughput and detection efficiency [61][62] Conclusion - Bruker is positioned for growth through innovative product offerings in mass spectrometry and proteomics, despite facing challenges in academic funding and market uncertainties. The company is strategically focusing on high-growth areas such as biopharma, diagnostics, and advanced manufacturing technologies.
实探“磐石行动”:AI+网络安全成新赛道 行业年复合增长9.2%
"磐石行动""红队"攻击实战现场。 记者 宋薇萍 摄 ◎记者 宋薇萍 近日,上海长兴岛临港长兴科技园内上演了一场"红蓝对决"。 "红队"是由全国各网络安全专业企业、机构和高校组成的顶尖攻击队伍,他们身着红色马甲,被称 为"红队"。"蓝队"则是由上海市网络基础设施、互联网、工业互联网平台与标识解析企业组成的防守及 溯源反制队伍。他们之间进行了一场长达10天的鏖战。 这场由上海市通信管理局联合上海市委网信办、上海市经信委、上海市公安局、上海市教委、上海市普 陀区人民政府和长兴岛管委会共同主办的网络安全实战攻防活动,被称为"磐石行动"。 近年来,上海每年举办一次"磐石行动"。护航城市数字化转型,打造具有世界影响力的国际数字之都, 上海正以"磐石行动"为抓手,持续织密网络安全、数据安全防护网。 不是一个人在战斗 上海证券报记者在"红队"攻击实战现场看到,"红队"由50支富有朝气和充满战斗力的年轻队伍组成,队 员以"90后"居多,还有不少"00后"。 对抗升级的背后,离不开AI技术的驱动。本届"磐石行动"中,不少团队使用了大模型技术。"除往年惯 用的传统防守手段外,我们通过将AI深度植入防护体系,构建了集智能监测、动态 ...
山石网科:集中力量发挥防火墙竞争优势
Zheng Quan Ri Bao· 2025-06-04 16:48
Core Viewpoint - The company faces a complex market environment in the cybersecurity industry and has outlined four key operational focuses for 2025: "platform switching," "key industries," "over billion production lines," and "brand transformation" [1] Group 1: Industry Overview - The cybersecurity industry is experiencing structural changes, with a slowdown in overall growth due to global economic deceleration and tightening budgets from downstream clients, except for certain business-driven sectors [1] - Increased competition among vendors is evident as they vie for limited market share through various dimensions such as technology, pricing, and service [1] - Despite current challenges, the long-term outlook for the cybersecurity industry remains positive, driven by accelerated digital transformation and the growing importance of data security [3] Group 2: Company Performance - In Q1 2025, the company reported revenue of 158 million yuan, a year-on-year increase of 4.58%, but a net loss attributable to shareholders of 74.41 million yuan [2] - The company attributes the first-quarter loss to the seasonal nature of revenue distribution in the cybersecurity industry, where Q1 typically represents a smaller portion of annual revenue [2] Group 3: Strategic Initiatives - The company plans to leverage its competitive advantage in the firewall market by focusing on key industries such as finance, telecommunications, energy, and education, while enhancing product updates and channel partnerships to expand sales [1][4] - A "chip strategy" has been implemented, involving the development of self-researched ASIC security chips to improve product cost-effectiveness and establish long-term competitive advantages [3] - The company has increased its R&D investment to 87.66 million yuan in Q1 2025, representing 55.48% of its revenue, focusing on ASIC chip production and exploring AI opportunities [4]
美股前瞻 | 三大股指期货齐涨,非农前市场淡定应对关税冲击
智通财经网· 2025-06-04 12:01
Market Overview - US stock index futures are all up, with Dow futures rising by 0.15%, S&P 500 futures by 0.17%, and Nasdaq futures by 0.14% [1] - European indices also show positive movement, with Germany's DAX up 0.59%, UK's FTSE 100 up 0.12%, France's CAC40 up 0.55%, and the Euro Stoxx 50 up 0.46% [2][3] - WTI crude oil increased by 0.06% to $63.45 per barrel, while Brent crude rose by 0.08% to $65.68 per barrel [3][4] Economic Context - The US economy demonstrates resilience against tariff impacts, with expectations of minimal volatility in the S&P 500 index following the upcoming non-farm payroll report [4] - The S&P 500 index has surged by 6.3% over the past month, marking its best May performance since 1990, and is close to its historical high [5] - Despite concerns over tariffs and rising federal deficits, the stock market remains strong, with a year-to-date increase of 1.74% and a rebound of 19.8% from the April low [5] Corporate Developments - Hewlett Packard Enterprise (HPE) reported Q2 revenue of $7.63 billion, exceeding analyst expectations, and adjusted its annual earnings guidance upward to $1.78-$1.90 per share [10] - Jia Yin Technology (JFIN) achieved Q1 revenue of approximately $1.78 billion, a year-on-year increase of 20.4%, and announced a dividend policy update [11] - Dollar Tree (DLTR) reported Q1 revenue growth of 5.4% to $4.6 billion but warned of a 50% drop in adjusted EPS for Q2 due to tariff pressures [12] - CrowdStrike (CRWD) faced a significant stock drop after Q2 revenue guidance fell short of market expectations, despite a strong Q1 performance [13] - Nvidia (NVDA) reclaimed the title of the world's most valuable company with a market cap of $3.446 trillion, driven by the AI boom [14] - Tesla (TSLA) reported a 15% year-on-year decline in May wholesale sales in China, marking the eighth consecutive month of sales drop [14] Regulatory and Policy Changes - President Trump signed an order increasing tariffs on imported steel and aluminum from 25% to 50%, effective June 4 [6] - The UK received a five-week window to negotiate a steel agreement with the US, avoiding immediate tariff increases [7] - The US Treasury is considering expanding bond buybacks as a form of quantitative easing in response to rising bond yields [7]