世界互联网大会秘书长任贤良致辞。 南都讯记者程安带上VR眼镜，空间会议系统让教学资源变成三维动画；搭载自研芯片的最新款智能交 换机能够大幅增强安全性和可扩展性......5月23日，思科2025科技创新AI峰会在北京举行，大会以"智领 未来"为主题，汇聚了来自全球的行业专家、知名学者、企业领袖以及科技创新者分享最新的AI科技成 果和领先的行业经验，也展出了多样化的AI应用场景、高算力基础设施以及灵活的高性能AI网络解决 方案。 行业趋势：智算中心需求激增 AI从工具升级为核心引擎 去年11月，中国互联网网络信息中心发布的《生成式人工智能应用发展报告(2024)》显示，我国初步构 建了较为全面的人工智能产业体系，相关企业超过4500家，核心产业规模已接近6000亿元人民币，产业 链覆盖芯片、算法、数据、平台、应用等上下游关键环节。 但随着AI大语言模型的广泛应用，多模型叠加原来的混合多云架构带来了很多新的挑战和风险。思科 大中华区副总裁兼安全事业部总经理卜宪录向南都记者分析，目前企业对于AI应用在网络安全方向上 还处于赋能阶段，提升检测能力、使用更方便，但是在如何保护AI的基础架构和应用，比如识别网络 中的影子 ...

简评 宏观影响下24 年经营承压，24Q4 同比已有改善。2024 年，公司实现营业收入75.20 亿元，同比下降 1.86%；归母净利润1. 97 亿元，同比下降0.49%；扣非归母净利润0.77 亿元， 同比下降30.45%，网安行 业承压影响公司经营表现；市场竞争叠加业务结构变化，毛利率同比下降3.66pct，达61.47%；研发、 销售、管理费用整体同比减少 6.25%。单Q4，公司实现营业收入28.86 亿元，同比提高1.13%；归母净 利润7.77 亿元，同比增长4.46%；扣非归母净利润7.28 亿元，同比增长2.19%，同比已有改善。 25Q1 营收增长显著，亏损大幅收窄。2025 年第一季度，公司实现营业收入12.62 亿元，同比增长 21.91%；实现归母净利润- 2. 50亿元，同比大幅减亏48.93%；实现扣非归母净利润-2.61 亿元，同比大 幅减亏48.75%。其中，公司营业成本同比增长15. 49%，增速低于营收增速，带动毛利率同比提高 2.20pct。 核心观点 2024 年，公司实现营业收入75.20 亿元，同比下降1.86%；实现归母净利润1.97 亿元，同比下降0.49% ...

证券代码：000004 证券简称：*ST 国华 谢谢您的关注。 2.请问贵公司未来盈利增长的主要驱动因素有哪些？谢谢。 深圳国华网安科技股份有限公司 2024 年度业绩说明会 投资者活动记录表 编号：2025-001 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 √业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 □电话会议 | | | □其他： （请文字说明其他活动内容） | | 参与单位名称 | 国华网安2024年度业绩说明会采用网络远程方式进行，面向全体投资者 | | 及人员姓名 | | | 时间 | 年 5 月 26 日 15:00-17:00 2025 | | 地点 | 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈"栏目 | | 公司接待人员 | 董事长：黄翔 | | | 总经理，董秘：阮旭里 | | | 财务总监：吴涤非 | | 姓名 | 独立董事：肖永平 | | | 独立董事：孙俊英 | | 投资者关系活动 | 1.请问贵公司本期财务报告中，盈利表现如何？谢谢。 | ...

"目前，长风加速楼宇经济发展，已建成商务楼宇98栋，合计232万平方米，聚引企业总数约5000家。"在日前举办的长风地区媒体普陀行活动座谈交流 环节，普陀区长风新村街道党工委书记顾晓鹏介绍称。 潘洁 摄 长风坐落着规模企业集聚的总部型、国际化现代服务业集聚区——上海市科技金融产业集聚区，拥有国家级重点科研院所上海化工研究院；经济总量已 位于普陀区各街镇第一。 顾晓鹏透露，长风坚持以创新驱动发展，擦亮上海清华国际创新中心"金字招牌"，聚焦智能软件、研发服务、科技金融、生命健康四大产业，不断提升 区域重点产业规模能级，以数字经济加速助推区域高质量发展。 楼宇经济，常被称为城市中的"空中聚宝盆"。作为一种现代社会高度集约的新经济发展模式，楼宇经济有着综合体、高密度、高复合、高效益等特点， 具有更高的单位产出经济价值，区域经济带动作用日益凸显。 顾晓鹏进一步表示，近年来，长风加速楼宇经济发展，聚引企业总数约5000家，包括国家能源集团、360、劲霸男装、阿里本地生活、闻泰科技、罗莱 生活等知名企业。重点楼宇29栋，占全区重点商务楼宇的1/3。长风目前有亿元楼13栋，占普陀区亿元楼总数的34%。 顾晓鹏说，未来将全力下 ...

Core Viewpoint - The rapid development of AI necessitates a transformation in cybersecurity products, which should possess self-learning, adaptive, proactive discovery, response, and reaction capabilities [1][3] Group 1: AI and Cybersecurity Product Requirements - Cybersecurity products must utilize network traffic data effectively to anticipate risks, as significant amounts of this data are often lost due to high storage costs [1] - In the AI era, it is essential to address the challenge of processing and long-term storage of traffic data, allowing it to become a cumulative resource rather than being transient [1] - AI has a significant role in analyzing and processing data to enhance risk perception and response capabilities [1] Group 2: Insights from Industry Experts - The development of AI in cybersecurity requires a strong foundation of intelligent infrastructure, improved data quality, and suitable models, along with the integration of security experts' insights [3] - AI is transforming the entire lifecycle of cybersecurity defense, moving from static rules to intelligent engine-driven approaches, highlighting the limitations of traditional methods [3] - AI is viewed as both a new digital asset and a potential risk for enterprises, indicating the end of single-point defense strategies and the need for a systematic, AI-driven defense mechanism against modern cyber threats [3]

Core Insights - The Chinese cybersecurity industry market size is projected to exceed 95 billion yuan in 2024, following a market size of over 85 billion yuan in 2023, with a compound annual growth rate (CAGR) of 18.94% over the past five years [1][3]. Market Segmentation - The cybersecurity market can be divided into cybersecurity products and cybersecurity services, with cybersecurity software products accounting for over 50% of the market share in 2023, and cybersecurity software products alone making up more than 30% of the overall market size [3]. Industry Competition - The Chinese cybersecurity industry has established several leading domestic companies, including 360, Anheng Information, and Qi An Xin, which have a broad product layout. Popular product areas include firewalls, endpoint management, and vulnerability scanning [5].

Core Insights - The rapid evolution of AI technology is significantly altering the cybersecurity landscape, with increasing risks and challenges for enterprises [1][3] - Cisco's 2025 Cybersecurity Readiness Index reveals that only 5% of Chinese enterprises have reached a "mature" readiness stage to effectively counter complex cybersecurity threats, indicating a stagnant overall readiness level compared to the previous year [1][3] Group 1: Cybersecurity Readiness - 83% of surveyed cybersecurity managers in China anticipate business disruptions due to cybersecurity incidents within the next 12 to 24 months [3][4] - 94% of enterprises utilize AI to better understand threats, while 91% use it for threat detection, and 78% for response and recovery, highlighting AI's critical role in enhancing security strategies [3][4] - 52% of enterprises lack sufficient capability to identify unauthorized AI deployments, posing significant cybersecurity and data privacy risks [4] Group 2: Investment and Infrastructure - Despite 95% of enterprises planning to upgrade their IT infrastructure, only 51% allocate more than 10% of their IT budget to cybersecurity, a 9% decrease from the previous year [4][8] - Over 87% of enterprises report that deploying more than 10 security products complicates their overall security architecture, negatively impacting threat response efficiency [4] Group 3: Threat Landscape - 92% of Chinese enterprises experienced AI-related security incidents last year, with 65% suffering from cyberattacks, indicating a deteriorating ability to respond due to complex and fragmented security architectures [7] - 74% of respondents view state-sponsored attack organizations and malicious hackers as more severe threats compared to internal risks, emphasizing the need for simplified defense strategies against external attacks [7] Group 4: Cisco's Strategic Initiatives - Cisco aims to assist enterprises in navigating AI transformation challenges by leveraging its extensive experience in networking and security [7][8] - The company introduced a comprehensive AI strategy covering five key areas: infrastructure, AI security, data, AI-native products, and services, to create a faster, more flexible, and secure AI foundational network [8]

将投中网设为"星标⭐"，第一时间收获最新推送 速览投资风口，掌握资本律动。 作者丨 长风 来源丨 东四十条资本 大家好，我是长风。今天给大家带来上周资本市场的专业投研信息。 焦点回顾： 新消费赛道，饮料品牌受关注。 上周， 从事椰水全产业链业务的泰国IMCOCO集团，近期宣布完成亿 元级Pre-A轮融资。此轮融资由Insignia Ventures Partners领投，天图资本跟投。此外，立吉团宣 布已完成天使轮融资，融资额达1000万元，投资方为深圳市冠峰永越投资有限公司。 36氪消息， 从事椰水全产业链业务的泰国IMCOCO集团，近期宣布完成亿元级Pre-A轮融资。此轮融 资由Insignia Ventures Partners领投，天图资本跟投。 立吉团科技完成天使轮融资 近日， 陕西立吉团科技有限公司（简称：立吉团）宣布已完成天使轮融资，融资额达1000万元，投资 方为深圳市冠峰永越投资有限公司。 未名拾光完成近亿元战略融资 近日，未名拾光宣布完成战略轮近亿元人民币融资，由欧莱雅集团与纳爱斯集团共同投资。 硬科技赛道，卫星通信成新宠。 上周，卫星物联网运营商鹏鹄物宇正式完成A轮融资，整体融资金额 已 ...

证券代码：300952 证券简称：恒辉安防 江苏恒辉安防股份有限公司 投资者关系活动 类别 特定对象调研 ☐分析师会议 ☐媒体采访 ☐业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观☐其他（请文字说明其他活动内容） 形式 现场 ☐网上 ☐电话会议 参与单位名称及 人员姓名 东北证券：濮阳、唐凯 华福证券：汪俊哲、鲁星泽 华鑫证券：罗笛箫 林锐基金：姬永锋 惠畅资本：冯越 硬球管理咨询：牛国浩 东方马拉松基金：金澳凯 云岫资本：葛洪 上海尚颀投资：宋明 华泰证券：施舒舒、刘浩 Super：管祺 开源证券：高汇鹏 时间 2025年5月23日 地点 公司会议室、展厅 上市公司接待人 员姓名 副总经理、董事会秘书：张武芬 证券事务代表：林旭金 投资者关系活动 公司于2025年5月23日，通过现场会议座谈及参观的形式与部分机构 投资者、券商研究员进行深入交流，会议不涉及应披露的重大信息。 本次活动主要沟通内容如下： | 主要内容介绍 | 1、公司目前安防手套订单如何？以及二季度订单整体情况？ | | --- | --- | | | 回复： | | | 公司生产运营态势稳健向好,目前在手订单符合预期。4月份受美国 | | ...

Group 1 - The National Network Identity Authentication Public Service Management Measures will be implemented starting July 15, 2025, aiming to enhance identity verification while protecting personal information [1] - The National Network Identity Authentication App, developed by the Ministry of Public Security, integrates legal documents with the national population database, utilizing advanced security measures to reduce information leakage risks [1] - The market space for the system construction related to the network identity authentication is expected to reach 1.5 billion yuan, with companies experienced in identity authentication likely to benefit from upcoming tenders [1] Group 2 - The digital transformation of enterprises is anticipated to create significant data security challenges, with the data security protection and governance market in China projected to reach 22.87 billion yuan by 2025 [2] - Newland is identified as the sole supplier of trusted digital identity QR code security chips and has a competitive advantage as a module supplier [3] - Shengbang Security has already integrated 198 internet apps during the pilot phase of the National Network Identity Authentication App, indicating potential growth opportunities for the company [3]