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。 上周焦点回顾： 硬科技赛道，红杉连续加注具身机器人。 上周，灵心巧手宣布完成超亿元种子轮融资。本轮融资由红杉种子基金、万凯新材领投，力合资本、力合金 融、华仓资本、鞍羽跟投。此外，穹彻智能成功完成数亿元Pre-A++轮融资。本轮融资由盛宇投资、嘉御资本、云启资本、上海科创集团等多家知名投 资机构联合投资，同时老股东Prosperity7、红杉中国、小苗朗程、璞跃中国等持续追投。 镁源动力完成数千万元融资 4月7日消息，固态镁基储氢材料量产企业镁源动力宣布完成数千万元股权融资，本轮融资由中财融商、合肥创新投共同投资。 云象机器人完成A轮融资 大健康赛道，iPSC成重点。 上周，中盛溯源宣布在 B 轮融资中再获数千万元资金支持。至此，中盛溯源 B 轮融资圆满收官，本轮累计融资金额达 2.35 亿元。本次追加融资由广药资本、科金控股、合肥产投、菡源资产知名投资机构联合参与。 4月11日，聚焦iPSC化学诱导平台的睿健医药新宣布 完成了近亿元B+ ...

Core Viewpoint - The recent issuance of the "Plan for Accelerating the Construction of an Agricultural Powerhouse (2024-2035)" by the Central Committee of the Communist Party of China and the State Council provides a roadmap for advancing agricultural modernization and highlights the essential role of financial institutions in supporting this initiative [1] Financial Support for Food Security - Financial institutions are encouraged to increase credit support for new agricultural operators such as large grain producers, family farms, and agricultural cooperatives by offering specialized grain planting loans with lower thresholds and simplified approval processes [1] - Innovative financial products like "Grain Yield Guarantee Loans" are proposed to assist farmers in expanding production and improving efficiency based on historical yield and market price expectations [1] - Support for grain logistics companies through loans for storage facility construction and cold chain logistics is essential to reduce food loss and ensure timely market supply [1] Support for Agricultural Technology - Financial institutions should enhance support for agricultural technology research and application by providing long-term, low-interest loans to agricultural research institutions and enterprises in key areas such as biological breeding and smart farming [2] - Development of financial products like intellectual property pledge loans and technology transformation loans is necessary to help agricultural tech companies commercialize their research outcomes [2] Rural Industry Development - In the agricultural processing sector, financial institutions can offer loans for technological upgrades and equipment renewal to enhance processing capabilities and product value [2] - Specialized financial products should be developed for new industries such as rural e-commerce and rural tourism, including small business loans for e-commerce entrepreneurs and project financing for tourism initiatives [2] Infrastructure Development - Financial support for rural infrastructure projects, including loans for the construction and upgrading of rural roads, is crucial to improve logistics and reduce transportation costs for agricultural products [2] - Increased credit investment in irrigation projects and small-scale water conservancy facilities is necessary to ensure adequate water supply for agricultural production [2] - Support for clean energy projects in rural areas, such as solar and wind energy, is vital for promoting green development and modernizing rural infrastructure [2] Policy Recommendations - Government and regulatory bodies should provide policy guidance, such as fiscal subsidies and tax incentives for agricultural loans, to enhance the enthusiasm of financial institutions [3] - Strengthening the rural credit system and improving credit evaluation mechanisms for farmers and rural enterprises can help mitigate credit risks for financial institutions [3]

每经记者 王佳飞 每经编辑 文多 丨2025年4月7日—2025年4月13日丨 NO.1 豫能控股2024年营业收入约121.55亿元 4月11日，豫能控股（SZ001896）公布了2024年年度报告。2024年，公司营业收入约121.55亿元，同比 增加1.43%，归母净利润为亏损约1.21亿元，较2023年同期的亏损约5.54亿元有所降低。去年公司经营 活动产生的现金流量净额为约23.69亿元，同比增加214.51%。豫能控股是河南省集火力发电、新能源、 抽水蓄能、煤炭贸易物流、综合能源服务于一体的综合能源上市公司。 点评：思维列控2024年营收、净利润同比增幅均超28%，扣非净利润同比增长35%，铁路安全领域需求 拉动效应显著，但需关注行业订单周期波动，避免增收不增利。 NO.4 许继电气2024年归母净利润同比增长11.09% 4月10日，许继电气（SZ000400）公布了2024年年度报告。2024年，公司实现营业收入170.89亿元，同 比增长0.17%，实现归母净利润11.17亿元，同比增长11.09%。去年公司研发投入8.80亿元，同比增长 10.84%，经营活动产生的现金流量净额12.99亿 ...

报告共计：96页 《中国数据安全市场研究报告（2025）》由赛博英杰出品，深入剖析了中国数据安全市场的发展状况，涵盖政策法规、市场规模、行业需求、技术产品以及 供给侧等多个关键领域。 - 政策法规与市场规模：政策法规体系不断完善，从《数据安全法》到《个人信息保护法》等相继出台，数据跨境流动监管升级，各行业法规标准有序推 进，推动数据安全产业稳步成长。在此背景下，数据安全市场规模逆势增长，2024年首次突破百亿，达到118亿元，4年增长近200%，复合增长率30.9%，且 未来3 - 5年有望持续高于网络安全市场规模增长率。 - 行业数据安全建设：不同行业数据安全建设呈现差异。政务行业，数据局领航建设，浙江、广东示范先行，数据安全服务跃居专项首位；金融行业，政策 细化，大型金融机构和中小型金融机构建设现状不同，银行建设增速放缓，保险行业反弹，数据脱敏等专项项目增长明显；运营商行业，工信部推动加强数 据安全基线建设，运营商内部要求高，数据安全管控平台和服务采购体量领先；医疗行业，整体处于初级阶段，三甲医院引领，安全服务采购量持续增长。 - 技术与产品发展：AI、隐私计算等技术在数据安全领域广泛应用。AI+数据分类 ...

Group 1 - The core viewpoint of the report is that botnets are increasingly being used as tools in geopolitical conflicts, impacting critical infrastructure and influencing public opinion [16][22][25] - Botnets are evolving into weapons for state-level cyber warfare, with significant DDoS attacks observed during major geopolitical events such as the Russia-Ukraine war and the Israel-Palestine conflict [16][22] - The report highlights that botnets are being utilized by advanced persistent threat (APT) groups and ransomware gangs for intelligence gathering and launching subsequent attacks [17][39] Group 2 - The report indicates that the Mirai botnet family is the most active, with a significant number of command and control (C&C) servers located in the United States [67][68] - The infection methods for botnets include exploiting vulnerabilities in Linux/IoT platforms and using phishing emails for Windows platforms, with the U.S. having the highest number of infected devices [51][58] - The report notes that botnets are increasingly employing advanced evasion techniques to avoid detection, such as using Domain Generation Algorithms (DGA) and DNS over HTTPS (DoH) [2][17] Group 3 - New botnet families are emerging, showcasing unique functionalities and communication patterns, which pose increasing threats to cybersecurity [3][67] - Active botnet groups like Hail and KekSec are frequently launching attacks, while new groups like Bigpanzi are also contributing to the evolving threat landscape [4][3] - The report predicts that botnets will be used more efficiently by APT and ransomware groups for profit-driven activities, with enhanced stealth in their propagation methods [4][16]

Group 1 - The core issue is the investigation of the company's board secretary, which raises concerns about internal governance and future development prospects [2][3] - The company reported a 14.52% year-on-year decline in revenue and a net loss of 125 million yuan, indicating significant operational pressure despite a reduction in loss compared to the previous year [2] - The management stability is crucial for the company, especially during a period of financial losses and internal challenges [3] Group 2 - The cybersecurity market is experiencing continuous growth, presenting a broad development outlook, which aligns with the company's core business and competitive strengths [3] - The company needs to optimize internal management and improve operational efficiency to cope with the pressures of declining performance in a competitive market [3] - Investors should remain vigilant regarding internal governance issues and management stability, particularly in light of recent developments affecting the company's performance [3]

绿盟科技集团股份有限公司 绿盟科技集团股份有限公司（以下简称绿盟科技），成立于 2000 年 4 月，总部位于北京。公司于 2014 年 1 月 29 日在深圳证券交易所创业板上市，证券代码：300369。绿盟科技在国内设有 50 余个分支机构，为政 府、金融、运营商、能源、交通、科教文卫等行业用户与各类型企业用户，提供全线网络安全产品、全方位安 全解决方案和体系化安全运营服务。公司在美国硅谷、日本东京、英国伦敦、新加坡及巴西圣保罗设立海外子 公司和办事处，深入开展全球业务，打造全球网络安全行业的中国品牌。 广州大学网络空间安全学院 广州大学网络空间安全学院于 2022 年 7 月成立，学院秉承"博学笃行，与时俱进"校训精神，以名誉院 长方滨兴院士提出的三个驱动（学术驱动、指南驱动、市场驱动）为指导思想，以培养服务国家的一流网络空 间安全人才为己任，以取得国家急需、世界一流、不可替代的研究成果，引领产业技术发展为目标，持续打造 一流师资队伍和一流平台条件。 学院现有专任教师 43 人，包括教授 23 人（特聘教授 10 人），副教授 17 人，讲师 3 人，其中：中国 工程院院士 1 名、国家重大工程项目专家 ...

北京辰安科技股份有限公司 关于近期经营情况的公告 北京辰安科技股份有限公司 证券代码：300523 证券简称：辰安科技 公告编号：2025-009 2025 年，公司将继续服务国家战略需求，充分发挥与中国电信的协同效应， 紧抓超长期特别国债、"两重""双新"及城市更新及基层应急能力提升等政策机 遇，加速全国市场布局与覆盖；同时，聚焦国家公共安全领域，推动 AI 技术赋 能产品与解决方案升级，强化市场差异化竞争优势，深化科技协同合作，全面提 升创新能力，推动公司高质量高水平发展，为构建"平安中国"贡献担当与力量。 北京辰安科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 相关财务数据为北京辰安科技股份有限公司（以下简称"公司"）财务部门 初步核算，未经会计师事务所审计，仅作为阶段性财务数据供投资者参考，不能 以此推算公司全年业绩情况，公司 2025 年第一季度及其他报告期的财务数据请 以公司财务报告披露为准。敬请投资者理性投资，注意投资风险。 一、2025 年第一季度经营情况 2025 年第一季度，公司持续加大市场开拓力度，同时全面实 ...

Group 1 - Beijing Qingchuang Zefang Safety Technology Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The company is co-owned by Chen'an Technology and Beijing Hezhi Zhong'an Enterprise Management Partnership (Limited Partnership) [1] - The business scope includes technology services, safety consulting, software development, artificial intelligence software development, and various sales of safety and information security equipment [1] Group 2 - The company is involved in multiple sectors such as internet security services, emergency technology equipment sales, and industrial internet data services [1] - It is permitted to engage in safety evaluation and internet information services, subject to approval from relevant authorities [1] - The company is not allowed to engage in activities prohibited or restricted by national and local industrial policies [1]

Lindsay Corporation (NYSE:LNN) Q2 2025 Earnings Conference Call April 3, 2025 11:00 AM ET Company Participants Randy Wood - President & Chief Executive Officer Brian Ketcham - Chief Financial Officer Conference Call Participants Brian Drab - William Blair Ryan Connors - Northcoast Research Partners Adam Farley - Stifel Operator Good day, and welcome to the Lindsay Corporation Fiscal Second Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode. [Operator Instructions] Please not ...