中化新网讯 近日，以"韧性可信，协同有效"为主题的第七届智慧能源安全论坛在北京召开，来自能 源、石化及网络安全业界的专家学者围绕能源化工数字化转型中的网络安全挑战与应对策略，探索智慧 能源安全的韧性防御、可信数据流通、跨域协同治理、工业控制系统安全等创新路径，为新型能源化工 体系建设提供数智支撑。 据石化盈科信息技术有限责任公司资深安全专家王银介绍，他们通过建立19个业务域分类体系，将数据 分为核心、重要、内部、敏感、公开等5个级别，配套密码服务、零信任架构等技术组件，实现数据分 类分级与防护策略精准匹配。"数据分级分类是安全防护的起点，我们要结合业务特点细化标准，让防 护措施有的放矢。"王银说。 本次论坛由中国电机工程学会电力信息化专业委员会、中国能源研究会网络安全和信息化工作委员会主 办，奇安信集团承办。200余位来自政府、学界的代表参加会议。 "从'十四五'到'十五五'，数智化的快速发展让安全体系需要新的思考。"奇安信集团副总裁韩永刚展望 了"十五五"期间的安全重点：从网信域向生产域延伸，构建覆盖OT环境的纵深防御体系；推进资产攻 击面管理，解决底盘不清问题；应对大模型安全挑战，建立"四层防护+评估"的 ...

①美国5月小非农惨遭滑铁卢美财政部创纪录回购美债花旗预计30年期日债发行顺利 美国5月ADP就业人数增3.7万人，为2023年3月以来最小增幅，大大低于预期的增11.0万人。数据发布 后，特朗普在社交媒体上评论称，"鲍威尔现在必须降息，欧洲已经降息了九次！"美国财政部昨天还公 布了史上首次100亿美元的单次国债回购操作，以应对美债收益率飙升和市场动荡，被市场视为"轻型 QE"。此前，财长贝森特曾暗示若美联储不作为，财政部将出手"自救"。此外，财政部还计划周三进行 新一轮长期债券回购，重点关注2036-2045年到期的10-20年期国债。市场猜测，贝森特可能会用积极的 国债回购策略取代耶伦时代的短债发行策略，直到美联储采取行动。另外，日本财务省今天将拍卖8000 亿日元的2055年3月到期债券，花旗预计市场将顺利消化今天的日债发售。 国鸣投资秦毅：1）ADP就业数据创下两年多来最低增长，企业服务、教育和健康护理等行业拖累了整 体就业增长，私人部门增加3.7万，显著低于预估的11.4万，显示劳动力市场可能正在降温，经济前景存 在不确定性，令市场对美元的信心有所减弱，导致美元指数下跌。2）美国财政部百亿美元回购流动 ...

同日，"中国数谷"第二批入驻企业签约，中正数服（杭州）数据有限公司、稷量数字科技（杭州） 有限公司等9家涵盖AI芯片研发、数据安全服务等领域的企业正式落户"中国数谷"大厦，进一步夯实杭 州高新区在算力、数据、应用场景的产业链优势。 以"滨创汇"为载体，高新区（滨江）聚焦技术突破、人才贡献及企业创新力，坚持创新共享、资本 赋能，打造开放协同的创新生态圈。一系列榜单的出炉，也让更多高新区（滨江）的企业，对产业导 向、行业的前沿信息加深了了解。 高新区（滨江）相关负责人表示，之所以举办沙龙活动就是为创新成果、优秀人才和优质项目，提 供呈现的舞台，为前沿创新、前沿科技、创新思想碰撞提供对接互动交流的平台。接下来，高新区（滨 江）将以"滨创汇"为载体，做好创新要素的"强磁场"，产业升级的"加速器"和开发生态的"会客厅"，服 务好人才和企业，赋能数字经济新未来。 近日，高新区（滨江）"滨创汇"2025首届创新沙龙在"中国数谷"大厦开幕。本次活动以"智汇滨江· 创造未来"为主题，发布了"滨创汇"2025人工智能创新项目（企业）、创新成果和创新人才三 大"TOP5"榜单，并举行"中国数谷"1号孵化加速器第二批入驻企业签约仪式 ...

历经二十一载岁月沉淀，新财富金牌董秘评选已成为中国资本市场极具权威性与公信力的标杆评选，不仅见证 了中国资本市场蓬勃发展的壮阔征程，更以专业视角镌刻下时代变革的深刻印记。金牌董秘群体凭借卓越的专 业素养与创新实践能力，持续优化上市公司治理、深化投资者关系管理，已然成为推动中国资本市场向高质量 发展迈进的一股重要力量。 值此新财富董秘评选二十一周年之际，诚邀历届金牌董秘，分享企业战略、发展历程与职业经验，以实战洞见 解构资本风云，共探行业发展逻辑。 0 1 专业赋能推动 公司治理 ，真诚沟通成就长久信任 喻荔女士自2016年加入南凌科技后，先后担任市场部总监、证券投资部总监、董事会秘书。她在南凌 科技实现从业务前线到资本舵手的破界跃迁，以多年在市场拓展中历练的扎实专业知识和市场洞察为 基石，深度融入并全方位深化董秘职能，在规范治理、资本运作及企业管理等多领域表现卓越。而这 种跨职能的丰富经历，为她后续履职董秘工作奠定了深厚的实战基础。 作为公司董秘，喻荔女士采取多维策略优化治理架构，推动公司高质量发展，包括构建三位一体的治 理机制、强化制度保障、数字化转型赋能、构建智能风控体系等。她秉持长期主义战略思维，引 入 ...

Financial Data and Key Metrics Changes - The company reported a revenue growth of 12% year over year, reaching $28.3 million in Q1 2025, driven by solid new sales and renewal activity [4][14] - Adjusted EBITDA grew 50% year over year to $4.5 million, highlighting operational leverage and a profitable growth strategy [4][15] - GAAP net loss was approximately $1.5 million, or a loss of $0.12 per share, compared to a net loss of $2.9 million in the prior year [18] Business Line Data and Key Metrics Changes - The renewal of two contracts with the New York City Police Department contributed approximately $3.5 million in catch-up revenue [4][15] - The company went live with four new cities and one expansion in Q1, with a robust international ShotSpotter pipeline [5] - Resource Router is currently deployed in over 20 agencies, more than double its installed base in less than 18 months [10] Market Data and Key Metrics Changes - The company expects accelerated traction with ShotSpotter internationally in the second half of 2025 and early 2026 [6] - The California Assembly Bill 2975 mandates hospitals to deploy weapon protection systems by 2027, creating a significant market opportunity [11][12] - The company anticipates annual recurring revenue (ARR) to increase from $95.6 million at the beginning of 2025 to approximately $110 million at the beginning of 2026 [20] Company Strategy and Development Direction - The company is focused on expanding its platform and data aggregation capabilities to position itself as a leader in public safety technology [3] - Investments are being made in AI capabilities, particularly for the Crime Tracer and SafePoint solutions [17][12] - The company is taking risk mitigation efforts to address potential headwinds related to municipal funding and budgets [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of their offerings and the differentiated value they bring to cities like Chicago [6] - The company remains vigilant about headwinds but believes it is well-positioned to drive revenue and ARR growth for 2025 [13] - Management reaffirmed full-year revenue guidance of $111 million to $113 million, while slightly reducing adjusted EBITDA guidance to 20% to 22% [19][20] Other Important Information - The company ended Q1 with $11.7 million in cash and cash equivalents, compared to $13.2 million at the end of Q4 2024 [19] - The company repurchased 33,493 shares at an average price of $15.04 for approximately $504,000 in Q1 2025 [19] Q&A Session Summary Question: How does the company manage the pipeline across its broader suite of tools? - Management indicated that each product solution has its own pipeline metrics, with a solid pipeline across the platform, particularly in Resource Router and Crime Tracer [22][23] Question: What early feedback has been received on the revamped SafePoint product? - Management noted success in the healthcare vertical, with proof of concept deployments underway in major healthcare chains [24][25] Question: Will there be meaningful bookings from Plate Ranger this year? - Management expects bookings to be in the $1 million range, with significant revenue increases anticipated next year [28][29] Question: What is the expected sales cycle for SafePoint given the 2027 requirement? - Management indicated that the opportunity for SafePoint is more of a 2026 opportunity, with traction being made in other markets [37][38] Question: How should revenue progression be viewed for Q2? - Management suggested a reduction in Q2 revenue, with expectations for growth in Q3 and Q4 as investments begin to pay off [48] Question: What is the annualized cost of SafePoint compared to traditional solutions? - Management stated that SafePoint charges about $20,000 per year per lane, offering a compelling solution compared to traditional methods [59][60] Question: What are the international opportunities and timing for expansion? - Management highlighted excitement about returning to Brazil and ongoing discussions for expansion in other Latin American countries [66][68]

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APi Group (APG) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Company Participants Adam Fee - VP - Investor RelationsRuss Becker - President & Chief Executive OfficerDavid Jackola - EVP & CFOAndrew Kaplowitz - Managing DirectorTim Mulrooney - Group Head–Global ServicesJasper Bibb - Equity Research AssociateKathryn Thompson - Founding Partner & CEOStephanie Moore - SVP - Equity ResearchSteve Tusa - Managing DirectorJack Cauchi - AVP - Equity Research Conference Call Participants Andrew Wittmann - Senior Res ...

APi Group (APG) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to API Group's First Quarter twenty twenty five Financial Results Conference Call. Please note this call is being recorded. I will be standing by should you need any assistance. I will now turn the call over to Adam Phi, Vice President of Investor Relations at ATI Group. Please go ahead. Speaker1 Thank you. Good morning, everyone, and thank you for joining our first quarter twenty twenty f ...

Market Overview - Wild fluctuations on Wall Street present an ideal opportunity for investors to deploy capital [1] - Historical data indicates that the S&P 500 has experienced 40 corrections of at least 10% since 1950, averaging a decline every 1.9 years [2] - Recent market activity includes the largest single-session point gains and significant single-day losses for major indices, with the S&P 500 recording a 10.5% decline over two days [3] Investment Opportunities - **Block**: A fintech company with a strong foundation in its Square ecosystem, achieving gross payment volume (GPV) of over $227 billion in 2025, with consistent high single-digit growth [6] - Cash App's monthly active users increased from 24 million in 2019 to 57 million by the end of 2024, indicating strong growth potential [7] - Block shares are valued at just over 10 times forward-year earnings, presenting a compelling investment opportunity [8] - **Pinterest**: A social media platform with 553 million monthly active users, showing steady growth and improved ad-pricing power [10] - The platform's unique data-sharing model enhances its advertising capabilities, positioning it well for future e-commerce opportunities [11] - Pinterest ended the previous year with over $2.5 billion in cash and equivalents, allowing for future investments and share buybacks, with a forward P/E ratio of 12 [12] - **Okta**: A cloud-based cybersecurity provider that has become essential for businesses moving data online, with a focus on identity verification solutions [14][15] - Okta's remaining performance obligations reached $4.22 billion by the end of fiscal 2025, indicating strong demand and a growing backlog [16] - The company's subscription margin is expected to approach 80%, and its forward P/E ratio is below 29, reflecting its growth potential despite being pricier than the S&P 500 average [17]