美股小幅高开 梅西百货涨超3% 智通财经5月28日电，美股小幅高开，道指涨0.07%，纳指涨0.17%，标普500指数涨0.10%。万国数据跌 超8%，此前公司公告称将发行本金总额为5亿美元的可转换优先债券。梅西百货涨超3%，Q1总营收、 经调整EPS超预期。云安全公司Okta跌超13%，公司业绩指引不及预期。游戏驿站涨2%，公司斥资超5 亿美元购买4710枚比特币。 ...

杭州迪普科技股份有限公司 证券代码：300768 证券简称：迪普科技 公告编号：2025-025 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 以公司现有总股本643,829,039股剔除已回购股份7,985,477股后的635,843,562股为基 数，向全体股东每10股派现金人民币0.800000元（含税），实际派发现金分红总额 的每10股现金分红（含税）=本次实际现金分红总金额÷总股本（含回购股份）*10股 =50,867,484.96元（含税）÷643,829,039股*10股=0.790077元。按公司总股本（含回购 股份）折算的每股现金分红（含税）=本次实际现金分红总金额÷总股本（含回购股份） =50,867,484.96元（含税）÷643,829,039股=0.0790077元/股。本次权益分派实施后除 权除息参考价=除权除息前一交易日收盘价-按公司总股本（含回购股份）折算的每股现 金红利=除权除息前一交易日收盘价-0.0790077元/股。 本次权益分派股权登记日为：2025年6月5日，除权除息日为：2025年6月6日。 四、权益 ...

山石网科通信技术股份有限公司 向不特定对象发行可转换公司债券 www.lhratings.com 联合〔2025〕3294 号 联合资信评估股份有限公司通过对山石网科通信技术股份有限 公司主体及其相关债券的信用状况进行跟踪分析和评估，下调山石 网科通信技术股份有限公司主体长期信用等级为 A，下调"山石转 债"信用等级为 A，评级展望为负面。 特此公告 联合资信评估股份有限公司 评级总监： 二〇二五年五月二十八日 跟踪评级报告 | 2 声 明 一、本报告是联合资信基于评级方法和评级程序得出的截至发表之日的 独立意见陈述，未受任何机构或个人影响。评级结论及相关分析为联合资信 基于相关信息和资料对评级对象所发表的前瞻性观点，而非对评级对象的事 实陈述或鉴证意见。联合资信有充分理由保证所出具的评级报告遵循了真 实、客观、公正的原则。鉴于信用评级工作特性及受客观条件影响，本报告 在资料信息获取、评级方法与模型、未来事项预测评估等方面存在局限性。 二、本报告系联合资信接受山石网科通信技术股份有限公司（以下简称 "该公司"）委托所出具，除因本次评级事项联合资信与该公司构成评级委 托关系外，联合资信、评级人员与该公司不存在任 ...

Core Viewpoint - Anbotong's revenue growth is distinct from its peers, driven by new trade business and a significant revenue surge in Q4 of the previous year, alongside a sharp increase in sales expenses due to the introduction of a new AI security business [1][3]. Revenue Performance - In 2024, Anbotong achieved an annual revenue of 737 million yuan, a year-on-year increase of 34.4%, but reported a net loss of 119 million yuan, a decline of 1107.0% [3]. - The Q1 revenue for 2025 reached 308 million yuan, marking a staggering year-on-year growth of 444.91%, yet the net profit remained negative at -48.68 million yuan [3]. - The Q4 revenue for 2024 was 439 million yuan, accounting for 59.57% of the total annual revenue, which is significantly higher than previous years [5][6]. Business Segmentation - The revenue breakdown by product shows that the AI security segment generated 259 million yuan with a gross margin of 67.44%, while the security gateway and management segments had gross margins of 55.15% and 79.08%, respectively [4]. Sales Expenses - Anbotong's sales expenses have surged, with the sales expense ratio increasing from 18% in 2023 to 89% in Q1 2025, primarily due to channel consulting fees directed towards a mysterious company, referred to as Company C [8][11]. - In 2024, total sales expenses amounted to 222 million yuan, with 135 million yuan allocated to consulting fees for Company C, which specializes in information and communication infrastructure [11]. Industry Context - The cybersecurity industry is experiencing a transformation, with a projected market size of 72.1 billion yuan in 2024, reflecting a slowdown in growth from 9.6% in 2023 to 3.8% [12]. - The competitive landscape is increasingly concentrated, with the top 10 companies holding 46.8% of the market share, leading to challenges for smaller firms [12]. Strategic Developments - Anbotong's strategic upgrade aims to leverage AI in cybersecurity, creating a synergy between technology, market expansion, and ecosystem partnerships with major players like Huawei and Inspur [13]. - The company is focusing on a dual-track strategy to enhance its capabilities in resource management and AI-driven scheduling, with plans for strategic acquisitions and internal restructuring [14].

Group 1 - The 11th China (Shanghai) International Technology Import and Export Fair (referred to as "the Fair") will be held from June 11 to 13 at the Shanghai World Expo Exhibition and Convention Center, covering an exhibition area of 35,000 square meters [1][3] - The theme of this year's Fair is "Open Cooperation: Empowering New Quality Productivity and Sustainable Development," featuring a main exhibition area, a provincial exhibition area, and four specialized technology exhibition areas focusing on commercial cryptography, green energy, intelligent marine engineering, and consumer technology [3] Group 2 - The Hong Kong University of Science and Technology Shanghai Center (referred to as "HKUST Shanghai Center") will showcase several cutting-edge technologies, including a full-scene intelligent endoscope system and a digital meteorological service innovation laboratory, marking its debut at the Fair in 2025 [4] - HKUST Shanghai Center will present six latest research outcomes and quality projects related to artificial intelligence, robotics, and sustainable development, aiming to promote technology transfer and industry-academia collaboration in the Yangtze River Delta region [4] Group 3 - The TI (Temporal Interference) neural modulation therapy, a non-invasive brain deep stimulation technology, will be showcased, which effectively regulates neural activity and has therapeutic effects on conditions such as Parkinson's disease, insomnia, depression, and anxiety [8] Group 4 - The Shanghai Computer Software Technology Development Center, one of the first commercial cryptography testing institutions in China, will present its latest achievements, including a blockchain intelligent vulnerability detection system with a detection accuracy of 94% for high-risk items [12][15] - The center has established several key facilities, including a generative artificial intelligence quality inspection center and a quantum software technology research center, contributing to the development of industry standards in quantum computing [20] Group 5 - Shanghai CA, a leading third-party electronic certification service provider, will showcase various cryptographic products and applications, focusing on digital identity, data circulation, and cross-border trust services [21][24] - The "XINMI全栈密码服务平台" will be highlighted, which provides unified cryptographic security services based on domestic CPU capabilities, aiming to meet the core needs for data security and business compliance in the digital age [28]

每经智库研究员 王捷 每经编辑｜杨欢 企业兴则产业兴，产业兴则经济强。为扎实推进"进解优促"工作，更好服务"立园满园"行动，助力企业纾困解难、蓄力赋能，近日，成都网信领域启动"助 企护企"行动，推出包括政策解读、品牌助推、侵权整治、合规咨询、安全防护等在内的4类16项具体措施。 图片来源：摄图网_500691822 今年春节档，"成都造"动画电影《哪吒之魔童闹海》火爆出圈，成为现象级"城市名片"，展现了成都数字文创产业蓬勃活力和巨大潜力。为持续放大"成都 造"品牌效应，成都网信领域将依托此次行动推出系列创新措施：通过"新闻咖啡时"等宣传策划机制，整合新媒体资源，构建全方位传播矩阵，做好涉企政 策精准解读，展示产业园区助力城市经济发展生动实践。同时，讲好企业和企业家故事，助力"成都造"品牌扬帆出海。 图片来源：摄图网_501236263 图片来源：成都日报 良好的营商网络环境是吸引投资的"关键要素"，也是展示城市软实力的"形象窗口"，还是激发经济活力的"重要引擎"。2024年，成都主动受理侵害企业家个 人隐私、抹黑诋毁企业形象声誉等涉企网络侵权举报1000余件，助力企业有效维护自身合法权益。此次行动将继续在优化 ...

Group 1 - The "Bingchuanghui" 2025 Innovation Salon was held in the "China Digital Valley" building, focusing on the theme "Intelligent Gathering in Binjiang, Creating the Future" [1] - The event released three major "TOP5" lists: artificial intelligence innovation projects (companies), innovative achievements, and innovative talents [1] - Hangzhou Beifeng Technology Co., Ltd. was recognized in the "TOP5" list for artificial intelligence innovation projects, highlighting its rapid growth and innovation in micro high-performance fans and motors [1] Group 2 - The high-tech zone (Binjiang) aims to create an open and collaborative innovation ecosystem by focusing on technological breakthroughs, talent contributions, and corporate innovation [2] - The salon serves as a platform for showcasing innovative achievements, excellent talents, and quality projects, facilitating interaction and exchange of cutting-edge ideas [2] - The second batch of companies, including Zhongzheng Shufu (Hangzhou) Data Co., Ltd. and Jiliang Digital Technology (Hangzhou) Co., Ltd., signed agreements to settle in the "China Digital Valley" building, enhancing the industrial chain advantages in computing power, data, and application scenarios [2]

Core Viewpoint - Jinshi Technology (002951) held its annual shareholder meeting on May 27, 2024, marking its first interaction with investors after the recent removal of its delisting risk, with a focus on its energy storage business and financial recovery efforts [1][4]. Financial Performance - In 2024, Jinshi Technology achieved operating revenue of 376 million yuan, a year-on-year increase of 1008.39%, while net profit was -4.397 million yuan, significantly reducing losses compared to -44.5714 million yuan in 2023 [4]. - The company's energy storage equipment revenue reached 258 million yuan, accounting for 68.70% of total revenue, while revenue from energy storage safety solutions was 114 million yuan, making up 30.24% [4]. Business Strategy and Development - Jinshi Technology is undergoing a strategic transformation from its origins in cigarette packaging to focus on new energy and materials, particularly in energy storage and new material technology [4]. - The energy storage business includes the research, production, and sales of energy storage systems, with products such as distributed liquid-cooled and air-cooled energy storage units [4]. Market Outlook and Challenges - The company reported a stable progress in its energy storage business, with a backlog of orders amounting to approximately 332 million yuan and an additional 308 million yuan in potential orders [5]. - Despite the positive outlook, the company faces challenges such as low gross margins due to high fixed asset depreciation and increased R&D investments [1][5]. Product Development - The company is actively working on its supercapacitor project, with internal usage already initiated and market readiness being awaited [6]. - The R&D of super activated carbon is ongoing, with the product showing promising performance in meeting industry standards [7]. Future Plans - Jinshi Technology aims to enhance its technological capabilities and expand application areas, particularly in data center energy storage solutions [5]. - The company is open to financial investments and cautious about mergers and acquisitions, emphasizing the need for business synergy [8].

人工智能技术加速渗透千行百业，网络安全威胁亦随之迭代升级。传统单点防御模式因数据孤岛、响应 滞后等问题，难以应对AI驱动的自动化攻击。大模型滥用导致的深度伪造、数据泄露等新型风险频 发。在此背景下，网络安全产业也必须从"孤立防护"向"体系化联动"转变。 日前，在C3安全大会上，中国信息通信研究院副院长魏亮指出：发展AI+安全，安全应用是核心，既要 关注对不同安全能力的关联整合，也能以攻促防提升安全检测能力。 在大模型引发范式转变的同时，全球大模型安全事件损失急剧增长，AI攻击变异率更是上升到每24小 时93%的惊人水平，导致传统检测系统完全失效，企业安全防御面临前所未有的挑战。 在这种背景下，网络安全需要关注三个核心方向，一是安全内生化，将安全从外部防护转变为系统内在 属性；二是，安全即能力，将安全视为AI系统的核心能力而非限制；三是，生态共建，通过开放合作 构建智能新纪元的安全基础设施。 吴湘宁在采访中强调："工具堆砌反而会导致防御效率下降，在诸多设备中寻找线索、挖掘风险，这个 过程需要的时间太长，而真正的攻击到来时，根本来不及反应。"他提到，传统XDR更多停留在数据采 集层面，而真正的威胁响应需要"智能统 ...

Group 1: Company Overview and Strategy - The company has maintained a unique equity structure and management mechanism since October 2020, focusing on continuous innovation in various fields such as data security and AI+ security [3] - The company aims to become a leading provider of network security and intelligent computing solutions in China, embracing new technology directions [3] Group 2: Market Predictions and Growth - According to IDC, the Chinese cybersecurity market is projected to grow from $11 billion in 2023 to $17.1 billion by 2028, with a compound annual growth rate (CAGR) of 9.2% [4] - The overall ICT market in China is expected to reach approximately $751.76 billion by 2028, with a CAGR of 6.5% [4] Group 3: Product Development and Sales Performance - The company has actively developed new products in emerging security fields, including IoT and cloud security, and has launched several innovative products [5] - As of April 2025, the company reported sales of over 2 million yuan for its intelligent computing integrated machine, with a target to exceed 100 million yuan in sales for the year [5] Group 4: Financial Performance - The company reported a net profit of 83.01 million yuan for 2024, recovering from a loss of 371.40 million yuan in 2023 [7][8] - The company anticipates a pre-loss of 65 to 75 million yuan for the first quarter of 2025, attributing this to seasonal business cycles [8][10] Group 5: Challenges and Future Outlook - The cybersecurity industry faces short-term demand pressures due to macroeconomic factors, but long-term support from policies and technological innovations is expected [6] - The company is focused on improving operational efficiency, reducing costs, and enhancing product quality to drive profitability and sustainable growth [10][12]