| 日期 | 2025 年 12 月 25 日 | | --- | --- | | | 特定对象调研 □分析师会议 ☑ | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称及 | 国泰海通证券计算机行业计算机研究首席分析师杨林 | | 人员姓名 | 国泰海通证券计算机行业计算机助理分析师黎雅晴 | | 时间 | 9:00-10:00 | | 地点 | 南方电网数字电网研究院股份有限公司会议室 | | 上市公司接待人 | 总会计师兼董事会秘书杜伟伦 | | 员姓名 | 证券管理部总经理、证券事务代表易晓丽等 | | | 1、导致 2025 年业绩预计增速相比 2024 年出现较 | | | 大幅度下滑的具体原因是什么？是高基数效应，还是 | | | 主要客户（如南方电网）的投资节奏放缓？ | | | 答：2024 年公司营业收入达 60.90 亿元，同比增长 | | | 43.81%，净利润 5.74 亿元，同比增长 52.20%，主要是 | | | 2023 年公司剥离非核心业务（如系统运维、通信服务 ...

Core Insights - The 2025 TechWorld Smart Security Conference was held in Beijing, focusing on AI security, data security, and defense strategies in the context of digital transformation [1][3] - The conference aims to facilitate high-quality development in the cybersecurity industry by fostering technological exchange and collaborative innovation [3] Group 1: Industry Trends - The digital economy is evolving from "digital industrialization" to "industrial digitalization," showcasing a deep integration of digital technology with the real economy [3][4] - Effective data governance is crucial for the efficient circulation and safe utilization of data, emphasizing compliance, security, and value transformation [4] Group 2: AI and Security Challenges - AI is becoming a key force in global technological competition, with large models enhancing capabilities in task planning, knowledge reasoning, and intelligent collaboration [4][5] - The emergence of large models has introduced new security challenges, including prompt injection and unsafe model loading, which persist alongside traditional vulnerabilities [4][6] Group 3: Sector-Specific Developments - In the power industry, companies like State Grid and Southern Power Grid are developing industry-specific large models to drive digital and intelligent transformation [5] - AI security must be integrated into a unified protection system, ensuring comprehensive security measures across algorithms, datasets, platforms, and intelligent agents [5][6] Group 4: Security Strategies - The concept of "using models to govern models" is proposed as a strategy to effectively defend against security threats in the AI era [6] - Green Alliance Technology is building a security assessment and protection system focused on content, data, computing power, and business security to strengthen defenses in the AI landscape [6]

Core Insights - The 2025 TechWorld Smart Security Conference, themed "Dynamic·Digital Intelligence Leap, Boundless Game," was held in Beijing, focusing on AI security, data security, and offense-defense confrontation [1][2] - The conference, hosted by Green Alliance Technology for the thirteenth consecutive year, has become a significant annual exchange platform for China's cybersecurity industry, witnessing the evolution from point protection to systematic and intelligent security [1][2] Group 1: Company Initiatives - Green Alliance Technology emphasizes "data" and "intelligence" as core directions, focusing on AI security, data security, and practical offense-defense strategies, continuously deepening innovation and implementation [3] - The company is building a new ecosystem for AI security, integrating intelligent capabilities into traditional security products, and enhancing AI security governance and protection capabilities [3] - In data security, Green Alliance Technology is developing a comprehensive security system based on the "identification-protection-circulation-governance" framework, ensuring safe and compliant data utilization [3][19] Group 2: Industry Trends - The rapid development of the intelligent economy has made data a key driver of economic growth, with a shift from "digital industrialization" to "industrial digitalization" in China's digital economy [4][6] - AI is becoming a critical force in global technological competition, with the power industry focusing on building secure, trustworthy, and controllable intelligent systems based on industry-specific large models [8] - The emergence of large models in AI is transforming security offense and defense into a new phase of intelligent games, highlighting the need for effective defenses in the AI era [20] Group 3: Conference Highlights - The conference featured various forums discussing the latest innovations and technological breakthroughs in AI security, data security, and practical offense-defense strategies, promoting deep integration and collaborative development in the cybersecurity industry [27][30] - Keynote speakers included experts from various sectors, emphasizing the importance of AI in enhancing cybersecurity capabilities and the need for a comprehensive approach to data governance [28][29] - The event marked a significant evolution in China's cybersecurity landscape, transitioning from academic discussions to a comprehensive industry event that showcases advancements in AI, data security, and practical defense strategies [30]