证券代码：003040 证券简称：楚天龙 问题 2、目前公司 AI 业务有没有新增示范类项目落地？ 交流回复： 楚天龙股份有限公司投资者关系活动记录表 编号：【2026】0108 在持续巩固现有业务基础的同时，楚天龙紧跟政策导向，聚焦跨 境支付场景生态建设及运营服务等方向。公司依托区块链、智能合约 等关键技术积累，积极探索并推动数字货币桥应用场景、跨境结算优 化等项目落地，通过一个个具体的、高价值的场景来落地我国金融科 技创新战略，实现楚天龙商业成功与社会价值。 楚天龙积极响应国家关于深入实施"人工智能+"行动号召，深度 融合大模型、AI 数字人、知识图谱等先进技术，构建起 "硬件 - 软 件 - 服务" 于一体的完善产品体系，涵盖 AI 咨询问答数字人、场景 智能体、AI 数字员工等多元形态，并成功中标 2025 年重庆社银合作 智能化场景建设项目（一期），该项目以 "智能化、一体化、便民化" 为核心目标，涵盖社银合作服务大厅建设、场景智能体建设、AI 底 座资源及服务、运维服务四大模块，具体包括 AI 社银服务一体机、 数字人交互终端、社保卡便携式发卡机等智能硬件，以及风控规则助 手、工伤服务咨询导办助手 ...

近日，全国政协公布了《关于加快推动我国标准制度型开放的提案》等100件好提案名单，全国政协委 员、360集团创始人周鸿祎提出的《关于构建数据流通安全基础设施平台，护航数字中国高质量发展的 提案》成功入选。该提案聚焦数据流通安全核心痛点，提出系统性解决方案，为推动数据要素合规高效 流通、助力新质生产力发展提供了重要参考。 随着国家数据局的成立及一系列基础制度的落地，我国数据要素市场正迎来爆发式增长。据统计，2024 年全国数据市场交易规模达1600亿元，同比增长超30%，场内市场交易规模更是实现了翻番。然而，在 数据红利加速释放的同时，安全挑战也日益严峻。 作为数字安全领军企业，360集团依托全球规模最大的安全大数据体系及15亿终端探针，已累计发现59 个国家级黑客组织及十万种网络武器样本。基于"看见+处置"的核心能力，360通过"安全即服务"模式， 成功将国家级安全能力普惠至城市、政府和企业。周鸿祎的提案正是基于这些实践积累，兼具前瞻性与 可操作性。 面对数据流通规模扩大带来的复杂化、全局化风险，周鸿祎在提案中指出，当前数据安全治理正面 临"三大短板"：一是市场主体多采用孤立防护模式，安全数据沉淀为"信息孤岛 ...

Core Insights - The core initiative is the launch of the "Artificial Intelligence Agent Engineer Standard and Certification System" by 360 Digital Security Group, aimed at addressing the talent shortage in the AI industry and promoting high-quality development [1][5]. Group 1: Industry Context - The AI industry is entering the "Reasoning Year" and "Agent Era," with agents increasingly penetrating various sectors such as security, finance, and healthcare, leading to a consensus on "All in Agent" [3]. - The shift in enterprise organization from "human-centered" to "agent-centered" highlights the growing importance of AI talent as a core competitive advantage for businesses [3]. Group 2: Talent Development - There is a significant gap in composite talent that possesses both technical development skills and business implementation thinking, which is seen as a major bottleneck for industry growth [3]. - The new certification system is designed with a tiered structure, including "Agent Engineer, Senior Agent Engineer, and Agent Expert," focusing on both technical and business capabilities [5]. Group 3: Implementation and Collaboration - The certification system will be supported by the NITE Standardization Committee's Artificial Intelligence Agent Technology Professional Committee, ensuring authoritative certification through a "one exam, dual certificate" approach [5]. - 360 Digital Security Group aims to collaborate with more enterprises and educational institutions to build an AI talent cultivation ecosystem, promoting the implementation of agent engineer standards [6].

Core Viewpoint - The Wuhan Municipal Committee's 14th Plenary Session established the goal of fully building a modernized Wuhan by creating "Five Centers" and outlined a development blueprint for the next five years [1][32]. Group 1: Five Centers and Industry Development - The term "Five Grains" symbolizes the concentrated development of high-end industries in Wuhan, including Optics Valley, Auto Valley, Aerospace Valley, Cyber Valley, and Pharmaceutical Valley, which are essential for the city's industrial growth [2]. - The "Five Grains" initiative aims to promote the interconnected development of these specialized industrial clusters, enhancing Wuhan's growth trajectory [2]. - The expected industry scale for the Cyber Valley is projected to reach 25 billion yuan this year, focusing on a comprehensive cybersecurity industry chain [5]. - The Aerospace Valley, as China's first national commercial aerospace base, anticipates an industry scale exceeding 100 billion yuan this year, with significant advancements in satellite production and launch frequency [6]. - The Auto Valley is expected to achieve a scale of 500 billion yuan this year, emphasizing the transition from traditional fuel vehicles to new energy vehicles [7]. - The Pharmaceutical Valley is projected to reach an industry scale of 660 billion yuan this year, focusing on medical innovation and the development of new drugs [8]. Group 2: Urban Renewal and Innovation - The city plans to implement a "Five Reforms and Four Goods" strategy over the next five years, focusing on urban function renewal, industrial revitalization, and governance innovation [18]. - Key urban renewal efforts will include the renovation of unsafe housing, old neighborhoods, and industrial areas, aiming to improve living conditions and activate historical spaces [21][20]. - The initiative aims to transform old residential areas into complete communities, with a target of 40% of communities being fully developed by the end of the year [21]. Group 3: Transportation and Regional Integration - The extension of Wuhan Metro Line 11 to Gedian South Station exemplifies the integration of urban and suburban areas, facilitating a half-hour commute between Wuhan and neighboring cities [27]. - The city is focusing on strengthening its core, expanding its urban circle, and promoting collaborative development within the Yangtze River middle reaches urban cluster [28].

Core Insights - The 2025 Entrepreneur Boao Forum series will take place from December 2 to 5 in Boao, Hainan, with a focus on digital financial security development [2] - The Digital Financial Security Development Conference will be held on the afternoon of December 4, featuring collaboration among financial institutions, technology companies, and academia [2] - The conference aims to align with the "Financial Power" strategy and new productivity development requirements, focusing on breakthroughs in financial technology, digital security, and high-quality financial development [2] Industry Developments - The conference will officially release the "2025 Digital Banking Survey Report," which will provide comprehensive evaluation results based on the report's data [2] - Key activities include the signing of significant strategic cooperation agreements and the launch of next-generation security technologies [2] - The event will gather leaders from regulatory agencies, industry associations, academic experts, and senior professionals from the banking and fintech sectors [2]

Group 1: Conference Insights - The Shanghai Stock Exchange International Investor Conference highlighted the attractiveness of Chinese asset valuations and significant investment value across three main directions [1] - The conference featured discussions on new opportunities in AI, pharmaceuticals, energy, and high-end manufacturing [1] Group 2: Market Developments - The Shanghai Stock Exchange's Vice President Fu Hao emphasized that the Sci-Tech Innovation Board has strong international characteristics and is evolving into an international market, with increasing foreign participation and a focus on communication with international investors [2] - 360's CFO Zhang Hailong stated that the company aims to enhance safety in the AI world and is fully committed to the "ALL IN AGENT" strategy, positioning itself as a leading digital security enterprise [3] Group 3: Medical Device and Pharmaceutical Industry - Aotai Bio's CEO Gao Fei argued that the strength of a world-class medical device company lies in its niche capabilities rather than sheer size, emphasizing the importance of intellectual property, innovation, and product quality [4] - Optum's Chairman Xiao Zhihua stressed the need for Chinese companies to carve out unique paths to internationalization, focusing on quality and innovation to gain market recognition [4] - Heng Rui Pharma's Global R&D President Zhang Lianshan noted that a truly international pharmaceutical company should achieve $1 to $2 billion in overseas sales from innovative drugs within 15 years [5] Group 4: AI and Robotics - Green Harmonic's CEO Zhang Yuwen highlighted that robots are becoming crucial carriers for AI, requiring deep integration with AI to serve human society effectively [6] - Optum's Deputy General Manager Xu Xueliang discussed how AI is reshaping industrial manufacturing logic, with 2025 seen as a pivotal year for this transformation [7] - Guodian NARI's Secretary Hu Shunjing pointed out that the synergy between vision and brain is key to industrial intelligence, with AI driving advancements in machine vision [8]

Core Viewpoint - The 360 Digital Security Group released the "Large Model Security White Paper" at the World Internet Conference, outlining five key risks associated with large model operations and proposing a dual-track governance strategy for security [1][2]. Summary by Sections Key Risks Identified - The white paper identifies five critical risks threatening large model security: 1. Infrastructure security risks, including device control, supply chain vulnerabilities, denial-of-service attacks, and misuse of computing resources 2. Content security risks, involving non-compliance with core values, false or illegal content, model hallucinations, and prompt injection attacks 3. Data and knowledge base security risks, highlighting data breaches, unauthorized access, privacy abuse, and intellectual property issues 4. Agent security risks, where the increasing autonomy of agents blurs security boundaries in areas like plugin calls, computing resource scheduling, and data flow 5. User-end security risks, covering permission control, API call monitoring, malicious script execution, and MCP execution security [1][2]. Governance Strategy - The white paper proposes a dual-track governance strategy of "external security + platform-native security": - External security acts as an "external bodyguard" to flexibly respond to real-time risks, while platform-native security serves as an "internal armor" to strengthen the foundational security [2][3]. - External security focuses on monitoring and defending against risks related to computing hosts, software ecosystems, input/output content, and model hallucinations [2]. - Platform-native security embeds security capabilities into core components, enhancing the safety of supporting components and ensuring compliance throughout the process [3][4]. Product Capabilities - The company has developed a comprehensive solution for large model security, consisting of seven core product capabilities that combine external and platform-native security: - External security capabilities do not intrude on the original architecture of large models and provide flexible, rapid dynamic protection through external tools [3]. - Key products include the Large Model Guardian computing host security system, detection system, protection system, and hallucination detection and mitigation system, which together form an external barrier against infrastructure and content risks [3][4]. Implementation and Future Plans - The platform-native security approach is reflected in three major products: an enterprise-level knowledge base, an agent construction and operation platform, and an agent client, which collectively address internal security challenges [4]. - The company has successfully implemented these capabilities across various sectors, including government, finance, and manufacturing, transforming large model security from theory into practical solutions [4][5]. - Future plans involve collaboration with academia and industry to promote security standards and technology sharing, aiming to build a safe and trustworthy AI ecosystem [5].

Group 1 - 360 Group has recently secured multiple significant contracts in the artificial intelligence sector, with a total of over 300 million yuan in AI-related projects in October alone [1][4] - The company won the Wuhan AI Innovation Application Demonstration Base Project (Phase I) with a bid of 132 million yuan, marking another major order following a previous win in Hohhot [1][2] - The projects aim to establish a comprehensive AI innovation application demonstration base, leveraging existing infrastructure in the Yangtze River New Area [2] Group 2 - The construction of the Wuhan project includes five main components: AI security cloud, AI application workshop and academy, AI government and public service centers, computing power support, and auxiliary engineering [3] - The AI application workshop will focus on developing large model platforms and training "AI + security" professionals, while the AI centers will enhance governance, public services, and industry upgrades [3] - 360 Group's financial report for the first half of 2025 shows a revenue of 3.827 billion yuan, a year-on-year increase of 3.67%, with R&D expenses reaching 1.565 billion yuan, accounting for 40.89% of revenue [4]

Group 1 - The Wuhan Artificial Intelligence Innovation Application Demonstration Base project (Phase I) was awarded to 360 Digital Security Technology Group Co., Ltd. for 132 million yuan [1] - The project aims to establish a comprehensive and three-dimensional AI innovation application demonstration base, leveraging existing infrastructure in the Yangtze River New Area [1] - The construction includes five major components: AI security cloud construction, AI application factory, AI academy, and computing power support [1] Group 2 - This project marks another significant order for the company, following a recent win in Hohhot, bringing the total to over 300 million yuan in AI-related projects in October alone [2] - The company also secured approximately 160 million yuan for the Hohhot AI and Digital Security Industry Demonstration Base project as part of a consortium [2] - Additionally, the company won a contract worth about 22.68 million yuan for the Ningbo Digital Security Industry Base project [2]

Core Insights - 360 Group has recently secured multiple significant contracts in the artificial intelligence sector, totaling over 300 million yuan in October alone [1][3] - The company aims to strengthen its market position in AI and digital security through these projects, which include the construction of an AI innovation application demonstration base in Wuhan [1][3] Summary by Sections Project Details - The Wuhan AI innovation application demonstration base project was awarded to 360 Digital Security Technology Group for 132 million yuan, marking another major contract following a previous win in Hohhot [1] - The project aims to create a comprehensive AI innovation application base, leveraging existing infrastructure in the Yangtze River New Area [1][2] Construction Components - The project consists of five main components: 1. AI security cloud construction, including a security hosting cloud platform and a large model development platform 2. AI application workshop and AI academy, focusing on vertical large model engineering platforms and talent cultivation in "AI + security" [2] 3. Establishment of AI government, public service, small and medium enterprise service, and industry upgrade centers, targeting governance, public welfare, enterprise transformation, and industrial upgrades [2] 4. Computing power support, including hardware servers and network equipment to provide general computing services [2] 5. Supporting engineering construction, which includes visualization and intelligent equipment [2] Financial Performance - In the first half of 2025, the company reported revenues of 3.827 billion yuan, a year-on-year increase of 3.67%, with R&D expenses reaching 1.565 billion yuan, accounting for 40.89% of total revenue [3] - The company emphasizes ongoing innovation in AI and security technologies to maintain its competitive edge in the "AI +" era [3]