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绿盟科技:网安基金减持0股
Xin Lang Cai Jing· 2025-09-10 11:17
Summary of Key Points - The major shareholder, China Electronics Technology Group Corporation (Chengdu) Cybersecurity Equity Investment Fund Partnership (Limited Partnership), originally planned to reduce its holdings from June 9, 2025, to September 8, 2025, by up to 23.9793 million shares, which represents 3% of the company's total share capital [1] - As of the end of the reduction period, the actual reduction was 0 shares, and the shareholder continues to hold 55.9841 million shares, maintaining a shareholding ratio of 7.00% [1]
佳缘科技:产品主要服务于特种领域客户
Zheng Quan Ri Bao Wang· 2025-09-10 11:12
Group 1 - The core viewpoint of the article is that Jiarun Technology (301117) has successfully applied its cybersecurity products in specialized fields such as aerospace, aviation, ground stations, and mobile terminals [1] Group 2 - The company responded to investor inquiries on September 10, indicating its focus on serving specialized sector clients with its products [1]
奇安信中标某大型银行安全服务项目
人民财讯9月10日电,近日,奇安信集团中标某大型银行安全服务项目。奇安信将为该银行提供涵盖攻 防演习、重保专家服务、实时监测、响应处置等在内的安全服务。 ...
企业等保设备部署位置规划 一站式服务全面覆盖
Sou Hu Cai Jing· 2025-09-10 08:18
本文探讨了企业在等保设备部署中的实际场景、顾虑与误区。许多行业在追求合规时,往往忽视了实际业务需求,例如电商平台面临的数据同步困境。部署 方案的选择上,不同行业有各自的优缺点,传统银行倾向于核心集中与多边界防护,而中小企业则采用混合部署,面临合规统一难题。一站式服务的价值在 于全程陪伴客户进行规划、部署及验收,确保合规性与业务需求的平衡。未来的趋势显示,企业设备部署需要与业务架构相结合,推动全链路安全策略,并 在风险管理上采取分层、分区的方式,以增强企业安全能力。 创云科技(广东创云科技有限公司)成立于2015年,总部位于广州(地址是广州市越秀区东风东路808号华宫大厦15楼),在北京,上海,深圳,香港均设 有办事处,是一站式等保行业领导者,国内领先的一站式等保测评与云安全综合服务商。业务覆盖全国34个省级行政区,服务城市90+,服务客户1500+。 提供定级备案、差距测评、整改、安全检查等全流程专业服务。我们拥有ISO9001/27001/20000认证及CCRC等资质。服务团队由资深安全测评师、渗透工 程师,应用整改指导架构师、安全产品架构师,项目经理等组成,深耕文旅、教育、医疗、能源、物流、广告等多个行 ...
海通国际发布天融信研报,2025年中报点评:业绩持续回暖,智算安全协同增长
Mei Ri Jing Ji Xin Wen· 2025-09-10 07:30
(记者 王瀚黎) 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 每经AI快讯,海通国际9月9日发布天融信(002212.SZ,最新价:9.78元)研报。主要观点包括:1)公 司业绩延续回暖态势,二季度边际改善明确;2)场景化供给稳步落地,"安全+智算"协同增长。风险提 示:产品开发不及预期,下游需求不及预期。 每经头条(nbdtoutiao)——"史上最丑"与"丑上最薄":iPhone 17系列背后的新战事 ...
超融合及AICP平台调研
2025-09-09 14:53
Summary of Conference Call Records Company Overview - The company discussed is 深信服 (Deepin Technology), focusing on its subscription products and services in the cybersecurity and cloud computing sectors. Key Points and Arguments Industry and Business Performance - Subscription product lines, such as MSS (Managed Security Services), have shown significant growth of 20%-30%, while traditional hardware sales have declined. Subscription methods now account for 50% of the cybersecurity business [1][2] - The MSS solution integrates firewall, EDR, XDR, and situational awareness into a platform, providing a good customer experience, but only 10%-15% of long-term operational customers currently utilize it due to high costs. The goal is to increase this to 50% [1][2] - Managed cloud services maintain a growth rate of 40%-50%, primarily targeting medium-sized customers through competitive pricing, representing about 25% of cloud computing revenue [1][13] - EDS (Enterprise Data Services) has seen significant demand in manufacturing and finance, with a large market share and a new unified storage solution launched this year [1][14][19] Pricing and Customer Segmentation - The price for a complete MSS system is approximately 30,000 to 40,000 yuan, which includes bundled services like firewall and XDR. Customers typically increase their module usage over time, leading to higher renewal amounts [1][4] - 信创 (Xinchuang) hyper-converged products are priced 20%-30% higher than non-Xinchuang products, with Xinchuang customers accounting for over 50% of total sales despite being only 20%-30% of the customer base [1][21] AI and Technological Integration - The AICP platform aims to help enterprises utilize AI resources and optimize hardware performance through GPU pooling technology, but its high price is leading the company to adjust its pricing strategy [1][22][23] - The company has discussed AI products like email protection and security GPT, but market acceptance remains low due to high costs and the need for local deployment for data security [9][10][11] Market Dynamics and Competitive Landscape - The cybersecurity market is highly competitive, with price wars among leading firms, resulting in high investment but low returns. Despite some smaller players exiting, the overall market has not improved significantly [2] - The transition from centralized to distributed storage in the financial sector is ongoing, with some clients still using traditional databases, indicating a gradual shift rather than an immediate change [17][18] Future Outlook - The company expects to increase its enterprise user base from approximately 20 to around 100 in the future, with individual user spending gradually increasing [6] - The hyper-converged market is growing at 20%-30%, with a focus on filling the gap left by VMware's exit [20] - The company is exploring ways to leverage existing customers to expand its user base, particularly in AI technology [28] Challenges and Considerations - High costs remain a significant barrier for many potential customers, particularly in manufacturing, where investment decisions are cautious without clear ROI [26][27] - The company recognizes the need to balance hardware and software costs to make their offerings more attractive to customers [27] Additional Important Information - The company has a strong focus on providing high-level operational services, requiring a small team to manage multiple enterprise users [7] - The managed cloud service offers a cost advantage over traditional public cloud services by allowing flexible pricing based on actual resource usage [15]
永信至诚9月5日获融资买入769.05万元,融资余额1.18亿元
Xin Lang Zheng Quan· 2025-09-08 02:32
Group 1 - The core business of Yongxin Zhicheng focuses on technology innovation in the cybersecurity sector, with main revenue sources being digital wind tunnel operations (50.03%), network range products (42.01%), and security protection (7.96%) [1] - As of September 5, Yongxin Zhicheng's financing balance reached 118 million yuan, accounting for 6.57% of its market capitalization, indicating a high level of financing activity [1] - The company reported a significant decrease in revenue for the first half of 2025, with total revenue of 85.28 million yuan, down 14.86% year-on-year, and a net profit loss of 42.05 million yuan, a decrease of 127.72% [2] Group 2 - As of June 30, 2025, the number of shareholders for Yongxin Zhicheng increased to 6,069, up 59.08% from the previous period, while the average circulating shares per person decreased by 7.40% to 12,010 shares [2] - Since its A-share listing, Yongxin Zhicheng has distributed a total of 36.03 million yuan in dividends [3] - Among the top ten circulating shareholders, Bosera Military Industry Theme Stock A increased its holdings by 1.99 million shares, while Bosera New Growth Mixed Fund also saw an increase of 307,100 shares [3]
新浪财经独家|微步在线:AI与数字资产时代 “TI+AI”技术可筑牢安全屏障
Xin Lang Zheng Quan· 2025-09-08 01:28
文/新浪财经香港站 赵岚 公司表示未来可能根据盈利情况择机上市,港交所亦是公司上市的重要选项。 2023年,微步在线在香港成立子公司,实施"入港出海"战略,并将香港定位为国际业务总部,范围辐射 东南亚和中东地区。关普璟强调这并非单纯的市场拓展,而是基于"安全没有边界"的逻辑。当前网络攻 击呈现"全球发起,本地落地"特征,例如某境外攻击团伙可能针对中国企业或机构发起攻击,其恶意 IP、域名等情报需通过全球节点实时采集。香港作为国际网络枢纽,具备情报采集、技术协同的天然优 势,可作为微步在线连接全球威胁情报网络的"节点中枢";同时,香港的国际化营商环境与技术标准, 也能帮助企业适配不同国家和地区的安全合规要求,为后续服务全球政企客户奠定基础。 关普璟介绍,公司目前的技术路径可妥善管控此类风险。"因为公司以威胁情报TI和人工智能AI为技术 内核,通过TI识别AI攻击的特征模式,通过AI分析威胁信号,形成针对性防护能力。"即 TI+AI驱动 的"云+流量+边界+端点"智慧安全运营产品及服务,帮助政企客户建立建全生命周期的威胁监控体系和 安全响应能力。 精准识别"告警" 以"精准防御"替代"广谱防御" 当前网络安全领域 ...
人才需求旺,高校网络安全专业咋培养
He Nan Ri Bao· 2025-09-07 23:33
"以往面向大一在校生择优选拔,今年直接通过高考选拔,同时,面向全省开放优质资源,从省内高校 选拔20名大一优秀学生进入实验班跟读学习。"郑州大学网络空间安全学院副院长林楠介绍,实验班实 施"4+2"本硕贯通培养,学生大四期间同时进行研究生课程,缩短了紧缺人才的培养周期。 九三阅兵仪式上,新组建的网络空间部队首次亮相受阅。恰逢高校陆续迎来开学日,神秘的网络安全人 才随之成为网友热议焦点。 "网络安全人才该怎么培养?"9月6日,郑州大学2025级新生迎新日,一场关于网络安全人才的主题沙龙 在郑州大学网络空间安全学院火热进行,现场,家长们的提问声此起彼伏。 家长匡海龙第一个发问。今年,他的儿子考入信息安全拔尖人才培养"嵩山实验班"。这也是郑州大学首 次将该班纳入高考单列招生计划,录取50名大一新生。 "依托郑州大学网络安全中心,将系统平台直接应用于教学科研。按照网络安全攻防实战能力养成和实 网对抗角色,开展实战型能力训练。"林楠介绍,创新实践能力尤为重要,为此,学院与行业头部企业 融合发展,谋划建设"郑州大学网络空间安全校企合作创新研究实验中心",建成网络靶场、漏洞分析等 八个校企联合实验室,实现了演练融合的开放创 ...
“广东通信杯”第五届网络安全技能大赛在深圳落幕
Sou Hu Cai Jing· 2025-09-07 13:15
Group 1 - The "Guangdong Communication Cup" cybersecurity skills competition concluded successfully in Shenzhen, focusing on data security and digital application technology [1][3] - The event was co-hosted by multiple government bodies and organizations, emphasizing the importance of cybersecurity in various sectors [3] - The competition featured a theme of "AI forging the network, safeguarding security," addressing current trends in cybersecurity, including AI, data security, and IoT security [3] Group 2 - A total of 185 participants competed in the individual category, while 192 individuals formed 64 teams for the team competition, showcasing a wide range of industry representation [3] - Awards were given to outstanding individuals and teams, with notable achievements from Zhongshan Unicom and Foshan Mobile, highlighting the competitive nature of the event [4] - The event also saw the establishment of new initiatives, such as the "Internet Fraud Prevention Professional Committee" and a "Network and Data Security Joint Laboratory," enhancing cybersecurity efforts in Guangdong [4]