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独家:中国电信安全业务前7月收入近30亿元同比增幅达双位数增长
Xin Lang Cai Jing· 2025-09-24 06:09
Group 1 - The core viewpoint is that China Telecom's security business has shown significant growth in the first seven months of the year, with revenue approaching 3 billion yuan and a double-digit year-on-year growth rate [1][3] - In the first seven months, the cumulative revenue of China Telecom's security business reached over 2.9 billion yuan, with a notable increase from over 1 billion yuan in the first three months and over 1.6 billion yuan in the first five months [3] - The year-on-year growth rate of the security business revenue exceeded 15% in the first seven months, surpassing previous months' growth rates, which included single-digit growth in the first three months and negative growth in the first five months [3] Group 2 - The rapid growth is attributed to the revenue from China Telecom's cloud security product, which reached over 2.3 billion yuan, accounting for over 80% of the total security business revenue, with a year-on-year growth of over 45% [3] - In July, however, the security business revenue experienced a significant decline of approximately 30% year-on-year, marking one of the largest drops this year, with the specific reasons for this decline remaining unclear [3] - The management team of Tianyi Security Technology Company, a subsidiary of China Telecom, is noted to be strong, including General Manager Liu Ziqian and Deputy General Managers Wang Chao, Yang Yang, and Liu Changbo [3]