资料显示，该公司主营业务为网络安全结合业务安全、数据安全"三位一体"大网信安全业务。 公告显示，在业绩预告交流会上，该公司详细解释称，预计上半年营业收入同比下降，主要受以下两方 面因素的叠加影响：1、外部环境挑战与市场需求调整：上半年外部环境存在挑战，客户预算收紧，网 络安全市场需求相应呈现结构性调整态势。2025年IDC最新发布的《全球网络安全支出指南》，已下调 了中国网安市场2023年至2028年的复合增长率预期，网安支出预期较此前预测小幅下调。2、战略聚焦 协同质量与收入结构变化：在中移协同合作方面，双方更聚焦于协同业务质量，强化安全本身的核心价 值贡献。为此，主动减少了低毛利的集成类项目规模。这导致来自中移政企客户的关联交易收入同比出 现下滑，但值得关注的是，来自中移自采的安全产品和服务收入在此背景下实现了显著增长。 7月15日晚间，启明星辰（002439）发布公告，该公司当天举行了半年度业绩预告交流会。根据该公司7 月14日发布的业绩预告，预计2025年上半年营业收入为11.15亿元至11.75亿元，较上年同期的15.74亿元 下降。归母净利润约亏损1.03亿元至7300万元，相较于上年同期的亏损1 ...

Overall Performance - The software business revenue in China reached 42,582 billion yuan in the first four months of 2025, showing a year-on-year growth of 10.8% [2] - The total profit of the software industry was 5,075 billion yuan, with a year-on-year increase of 14.2% [3] - Software business exports amounted to 17.26 billion USD, reflecting a year-on-year growth of 3.5% [4] Sector Performance - Software product revenue was 9,933 billion yuan, growing by 9.6% year-on-year, accounting for 23.3% of the total industry revenue [5] - Revenue from information technology services reached 28,415 billion yuan, with a year-on-year growth of 11.5%, representing 66.7% of the total industry revenue [5] - Cloud computing and big data services generated 4,658 billion yuan, growing by 11.4% year-on-year, making up 16.4% of information technology service revenue [5] - Integrated circuit design revenue was 1,210 billion yuan, with an 18.0% year-on-year increase [5] - E-commerce platform technology service revenue reached 3,341 billion yuan, growing by 8.1% year-on-year [5] - Information security products and services revenue was 601 billion yuan, reflecting an 8.4% year-on-year growth [6] - Embedded system software revenue was 3,634 billion yuan, with a year-on-year growth of 8.9% [7] Regional Performance - The eastern, central, western, and northeastern regions experienced year-on-year growth rates of 10.7%, 11.3%, 10.9%, and 10.9% respectively [8] - The eastern region accounted for 84.0% of the total software business revenue in the country [8] - The Beijing-Tianjin-Hebei region saw a year-on-year growth of 11.9%, while the Yangtze River Delta region grew by 10.8% [8] - The top five provinces in software business revenue were Beijing, Guangdong, Jiangsu, Shandong, and Shanghai, with year-on-year growth rates of 12.0%, 8.6%, 11.1%, 11.9%, and 14.0% respectively [8]

证券代码：000004 证券简称：*ST 国华 谢谢您的关注。 2.请问贵公司未来盈利增长的主要驱动因素有哪些？谢谢。 深圳国华网安科技股份有限公司 2024 年度业绩说明会 投资者活动记录表 编号：2025-001 | | □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 □电话会议 | | | □其他： （请文字说明其他活动内容） | | 参与单位名称 | 国华网安2024年度业绩说明会采用网络远程方式进行，面向全体投资者 | | 及人员姓名 | | | 时间 | 年 5 月 26 日 15:00-17:00 2025 | | 地点 | 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈"栏目 | | 公司接待人员 | 董事长：黄翔 | | | 总经理，董秘：阮旭里 | | | 财务总监：吴涤非 | | 姓名 | 独立董事：肖永平 | | | 独立董事：孙俊英 | | 投资者关系活动 | 1.请问贵公司本期财务报告中，盈利表现如何？谢谢。 | ...

Group 1 - The meeting between the Secretary of the Provincial Party Committee Liu Ning and Qi Anxin Technology Group's Chairman Qi Xiangdong highlighted the importance of network security and the support for the development of private enterprises in Henan [1][2] - Henan is focusing on developing the new generation of information technology industry, integrating digital economy with the real economy, and enhancing network security to support high-quality economic development [1] - Qi Anxin Group aims to strengthen its presence in Henan by leveraging its technological, service, and talent advantages to contribute to the construction of a digital strong province and enhance network security [2] Group 2 - The provincial leadership expressed their commitment to providing a favorable environment for enterprises to operate and innovate in Henan [1] - Qi Anxin Group plans to deepen cooperation in areas such as artificial intelligence security, data resource integration, and talent cultivation to bolster network security in the region [1][2]