2025中国国际服务贸易交易会(以下简称"服贸会")将于9月10日至14日在北京市石景山首钢园区举办。 本届服贸会聚焦服务贸易发展热点趋势，设置全球服务贸易峰会、展览展示、论坛会议、洽谈推介、成 果发布、配套活动等会展板块。 北京商用密码行业协会牵头在本届服贸会"电信、计算机和信息服务专题展"上设立商用密码技术展区， 展示京津冀三地头部商用密码企业的服务能力、前沿技术和研究成果，旨在推进京津冀商用密码产业协 同发展。 在此基础上，数字金融对于可信数字身份应用提出了更高的要求：数字身份必须是安全的、可认证的。 避免身份冒用、避免隐私泄露是其关键需求。 作为国内领先的权威电子认证机构，CFCA主动融入数字经济浪潮，打造金融可信数字身份应用。依托 安心验、安心证、安心签、安心诉、安心连五大核心平台及其他数字安全产品，搭建"CFCA数字身份 体系建设全生命周期方案"，串联起身份认证、身份凭证、电子签署、身份溯源与司法存证、数据安全 等数字金融运行关键环节，纵贯数字身份全生命周期管理，覆盖国内国际双线数字身份认证，提供包括 跨境实体身份核验、可验证数字凭证vLEI以及司法存证在内的多类数字身份服务。 目前，"CFCA数 ...

（二）核心技术泄密风险 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证券交易所上 市公司自律监管指引第11号——持续督导》等有关法律法规的规定，国泰海通证券股份有限公司（以下 简称"国泰海通"或"保荐机构"）作为三未信安科技股份有限公司（以下简称"三未信安"或"公司"）持续 督导工作的保荐机构，负责三未信安上市后的持续督导工作，并出具本持续督导跟踪报告。 一、持续督导工作情况 二、保荐机构和保荐代表人发现的问题及整改情况 无。 三、重大风险事项 公司目前面临的风险因素主要如下： （一）技术升级迭代风险 数学是构建现代密码学体系的基础，密码破解技术一直挑战着密码算法的安全性并不断演进，量子计算 技术的进步，也给密码技术带来一定冲击。此外，云计算、区块链、移动互联网、物联网、大数据和智 慧城市等新技术和新应用模式的发展，也对密码技术提出了新挑战。如果公司不能准确及时地预测和把 握密码技术的发展趋势，或研发速度不能满足行业技术更新需求，则可能会面临技术升级迭代不及时的 风险，进而对公司的竞争能力和持续发展产生不利影响。 目前公司在持续进行新技术与新产品的研发，并已同主要研发人员签署 ...

Important Market News - US stock market closed early on Thursday with all three major indices rising; S&P 500 increased by 0.83%, Nasdaq by 1.02%, and Dow Jones by 0.77%, marking the seventh historical closing high for S&P 500 this year and the fourth for Nasdaq [1] - Technology stocks saw widespread gains, with Nvidia rising 1.3% to a historical high and New思科技 increasing by 4.9%; Bitcoin-related stocks also surged, with Circle up over 6% [1] - International oil prices slightly declined, with WTI crude oil down 0.40% to $67.18 per barrel and Brent crude down 0.32% to $68.89 per barrel; COMEX gold futures fell 0.71% to $3336.00 per ounce, while silver futures rose 0.85% to $37.04 per ounce [1] - European stock indices closed higher, with Germany's DAX up 0.61% to 23934.13 points and France's CAC40 up 0.21% to 7754.55 points [1] Industry Insights - On July 3, the National Medical Products Administration of China announced measures to optimize lifecycle regulation to support high-end medical device innovation, including special approval procedures for medical robots and high-end imaging equipment [2] - Brain-computer interface technology is expected to revolutionize human-machine interaction, initially focusing on medical rehabilitation, with potential expansion into education, entertainment, and industrial applications [2] - The solid-state battery industry is accelerating its industrialization process, with solid-state batteries being recognized as the next-generation battery technology, particularly in cost-sensitive fields like humanoid robots and low-altitude applications [3] - China ranks second globally in solid-state battery patent applications, with over 46,000 applications as of May 16, 2025, indicating a rapid catch-up with Japan [3] - The National Cryptography Administration and other agencies released regulations for the management of commercial passwords, effective from August 1, 2025, which will impact key information infrastructure sectors such as energy, finance, and communication [4][5] - The commercial password market in China is projected to grow at a compound annual growth rate of 25%, reaching 140 billion yuan by 2025, driven by the new regulations [5] Company Updates - 中钢洛耐 announced that its shareholder plans to reduce its stake by up to 562,500 shares, representing 0.5% of the total share capital [6] - 曲江文旅 reported that a court will auction 12 million shares held by its controlling shareholder on an online platform [6] - 威唐工业 disclosed plans for its controlling shareholder to reduce their stake by up to 170,000 shares, accounting for 0.9727% of the total share capital [7] - 合盛硅业 intends to participate in an ETF exchange transaction, planning to exchange up to 1,182,210 shares, or 1% of the total share capital [7] - 财富趋势 announced a plan for its actual controller to reduce their stake by up to 768,340 shares, representing 3% of the total share capital [8]

Group 1: Brain-Computer Interface (BCI) - The National Medical Products Administration has announced measures to optimize the lifecycle regulation supporting the innovation of high-end medical devices, particularly focusing on BCI technology [1] - The BCI industry is expected to experience significant growth, with a projected compound annual growth rate of 25.22%, reaching a market size of $7.63 billion by 2029 [1] Group 2: Autonomous Charging Robots - BMW's autonomous charging robot has completed concept validation and is set to be deployed based on future market conditions, utilizing AI for efficient charging operations [2] - The technology enhances charging efficiency and convenience, with competitors like Telda and Zhida Technology also developing similar products [2] Group 3: Commercial Cryptography - New regulations on the use of commercial cryptography for critical information infrastructure will take effect on August 1, 2025, impacting sectors like energy, finance, and transportation [3] - The commercial cryptography market is expected to grow at a compound annual growth rate of 25%, reaching 140 billion yuan by 2025 [3] Group 4: POE Price Increase - Major chemical companies have announced price increases for POE (polyolefin elastomer), with prices rising over 1,000 yuan per ton due to geopolitical uncertainties [4] - POE is increasingly used in solar energy applications, accounting for 40% of its usage in China, indicating a growing market potential [4] Group 5: Metaverse Development - The Ministry of Industry and Information Technology and other departments are promoting the recommendation of typical metaverse cases, indicating a shift towards commercialization [5] - The metaverse market is projected to become a trillion-dollar industry, driven by technological advancements and policy support [5] Group 6: Solid-State Batteries - The Fourth Solid-State Battery Conference is being held, highlighting the industry's focus on high energy density and safety [6] - The solid-state battery sector is accelerating its industrialization process, with applications expected to expand in various fields [6] Group 7: PCB Market Growth - The AI server and switch market for M8 PCBs is projected to reach 50-60 billion yuan by 2026, driven by increasing demand for AI infrastructure [7] - The PCB industry is experiencing growth due to the recovery of electronic demand and innovations in AI and high-speed communication [7] Group 8: Domestic Chip Development - Strategic investments are being made in domestic AI chip companies, indicating a focus on building new AI infrastructure [8] - The demand for AI models is driving the need for enhanced computing capabilities, with domestic companies aiming to compete with international products [8]