1月30日，港交所披露「北京天地和兴科技股份有限公司」招股书。此举标志着天地和兴成为工控安全赛道首家正式向资本市场提交上市申请的企业，未来 有望成为工控安全赛道的"第一股"。 数世咨询对工业互联网安全、工控安全赛道长期关注，早在2022年对外发布过工业互联网安全(OT)6个细分市场指南报告，天地和兴在多个细分能力维度中 位列TOP级供应商，在安全防护能力及市场占有率方面均处于行业前列。根据申报材料，2023 年至 2025 年（截止 9 月 30 日），天地和兴营收分别为 4.74 亿、7.27 亿、4.39 亿（一至三季度）。 与此同时，据天地和兴对外信息显示，北京市政府产业基金、国电投集团、中电科集团、中核集团等国有资本已成为公司重要股东。这些股东覆盖能源、电 信、军工等关键基础设施领域，不仅为公司提供了战略资源背书，也体现了国资对工控安全赛道的高度认可。 对于安全企业选择港股上市，数世咨询发布的《中国数字安全产业年度报告（2024）》报告中，明确指出，北交所拥堵港交所或成新目标。 国内部分具备一定技术积累但盈利尚处爬坡期的企业，开始将目光转向对盈利要求相对宽松、更侧重创新属性的港交所。天地和兴此次选择港 ...

Core Insights - The article emphasizes the critical importance of cybersecurity in industrial control systems (ICS) within the energy sector, highlighting the increasing risks associated with digitalization and the need for robust protective measures [1][5]. Group 1: Company Initiatives - The company, State Energy Group Guoneng Xinkong Technology Co., Ltd. (国能信控), has developed an ICS security situational awareness system utilizing AI, big data, and cloud computing to create a multi-layered defense mechanism [1][5]. - The project was initiated in 2018 to address the security needs and potential risks of energy ICS networks, reflecting the growing regulatory focus on ICS security by the government [2][3]. - The system has successfully integrated with 826 production units across various sectors, establishing a comprehensive security defense network that spans power generation, coal, transportation, and chemicals [3][4]. Group 2: Technological Advancements - The ICS security situational awareness system is designed to operate without disrupting real-time production processes, effectively bridging the gap between management and production areas [4]. - The system can process over 100,000 alarm messages daily, utilizing AI to streamline alerts to a manageable number, thereby enhancing efficiency and accuracy in threat response [4]. - The company aims to evolve its cybersecurity solutions into a foundational platform for energy industrial internet security, supporting the digital transformation of the energy sector [5].