本报讯 （记者谢岚）8月14日晚，网宿科技股份有限公司（以下简称"网宿科技"）发布了2025年半年 报。报告期内，公司实现营业收入23.51亿元，同比增长2.19%；实现毛利额7.86亿元，同比增长 7.71%；实现归属于上市公司股东的净利润3.73亿元，同比增长25.33%；实现扣非净利润2.61亿元，同 比增长22.53%。报告期内，公司首次披露了安全业务营收，安全及增值服务收入6.45亿元，同比增长 13.96%。营收和净利润的双增既体现了公司核心业务护城河的扎实根基和抗风险能力，也反映出公司 具备优质稳健的运营能力。 公司秉承深耕主业，精细化运营的经营思路，全面聚焦CDN及边缘计算、安全两大核心业务。对于业 绩增长原因，报告可以归结为两个方面，一是首次披露的安全业务营收凸显，二是海外业务稳步发展。 边缘AI平台进阶 网络资源100%覆盖全球 报告期内，网宿科技升级新一代边缘AI平台，以"资源-模型-服务-应用"四层能力矩阵为核心，打造边缘 AI网关、边缘模型推理、边缘AI应用等核心产品，构建AI落地全链路能力体系。其次，边缘AI平台全 面支持MCP协议，推出一站式MCP协议转换+边缘托管服务，0门槛打 ...

子品牌网宿安全自2011年启动安全战略，陆续推出云抗D、云WAF、SD-WAN等拳头产品，得到了市场 的有效验证。2021年实现安全品牌升级，宣布投入10亿专项资金，并提出"体系化主动安全"理念，先后 升级体系化安全解决方案，包括WAAP(Web应用与API保护)、SASE(安全访问服务边缘)，以及综合安 全服务等核心产品服务，从而更深入企业业务。这也标志着网宿安全从防护型厂商向综合服务型厂商的 迈进，当前网宿安全已具备覆盖云、网、端、应用等多维度的防护能力。 报告期内，安全业务发布了大模型安全深度评估服务，覆盖模型输出安全、数据安全、算法安全及应用 安全多维度，助力企业构建AI智能体应用生态。升级一体化全球安全加速方案，突破地理围栏，助力 出海企业实现全球一致的访问与安全体验。基于"安全有效性验证理念"，推出《网络安全体检服务方 案》，实现企业全栈检测+治理闭环，量化企业投入比。上半年，网宿安全入选了《IDC MarketScape: 中国智能安全访问服务边缘(SASE)2025年厂商评估》领导者象限。 公开信息显示，上半年，网宿SASE服务继续为医药健康、服装、高校及教育机构、新闻资讯、央国企 等多个行业 ...

Group 1: Company Overview and Strategy - The company has maintained a unique equity structure and management mechanism since October 2020, focusing on continuous innovation in various fields such as data security and AI+ security [3] - The company aims to become a leading provider of network security and intelligent computing solutions in China, embracing new technology directions [3] Group 2: Market Predictions and Growth - According to IDC, the Chinese cybersecurity market is projected to grow from $11 billion in 2023 to $17.1 billion by 2028, with a compound annual growth rate (CAGR) of 9.2% [4] - The overall ICT market in China is expected to reach approximately $751.76 billion by 2028, with a CAGR of 6.5% [4] Group 3: Product Development and Sales Performance - The company has actively developed new products in emerging security fields, including IoT and cloud security, and has launched several innovative products [5] - As of April 2025, the company reported sales of over 2 million yuan for its intelligent computing integrated machine, with a target to exceed 100 million yuan in sales for the year [5] Group 4: Financial Performance - The company reported a net profit of 83.01 million yuan for 2024, recovering from a loss of 371.40 million yuan in 2023 [7][8] - The company anticipates a pre-loss of 65 to 75 million yuan for the first quarter of 2025, attributing this to seasonal business cycles [8][10] Group 5: Challenges and Future Outlook - The cybersecurity industry faces short-term demand pressures due to macroeconomic factors, but long-term support from policies and technological innovations is expected [6] - The company is focused on improving operational efficiency, reducing costs, and enhancing product quality to drive profitability and sustainable growth [10][12]