10月15日，安博通盘中下跌2.18%，截至09:39，报79.79元/股，成交2473.20万元，换手率0.40%，总市 值61.32亿元。 资金流向方面，主力资金净流入230.98万元，大单买入443.12万元，占比17.92%，卖出212.14万元，占 比8.58%。 安博通今年以来股价涨104.07%，近5个交易日涨2.45%，近20日跌25.50%，近60日涨12.54%。 今年以来安博通已经2次登上龙虎榜，最近一次登上龙虎榜为2月13日。 资料显示，北京安博通科技股份有限公司位于北京市海淀区西北旺东路十号院东区15号楼A座301，成 立日期2007年5月25日，上市日期2019年9月6日，公司主营业务涉及网络安全核心软件产品的研究、开 发、销售以及相关技术服务,为网络安全行业网络安全系统平台与安全服务提供商。主营业务收入构成 为：安全网关39.47%，安全人工智能35.21%，安全管理18.05%，安全服务7.15%，其他(补充)0.12%。 安博通所属申万行业为：计算机-软件开发-横向通用软件。所属概念板块包括：小盘、态势感知、国产 软件、操作系统、网络安全等。 截至6月30日，安博通股东户数5 ...

截至发稿，黄兴亮累计任职时间11年248天，现任基金资产总规模149.72亿元，任职期间最佳基金回报 159.89%， 任职期间最差基金回报-34.2%。 10月13日，绿盟科技涨5.34%，截至发稿，报7.89元/股，成交9186.03万元，换手率1.51%，总市值63.07 亿元。 资料显示，绿盟科技集团股份有限公司位于北京市海淀区北洼路4号绿盟科技园，成立日期2000年4月25 日，上市日期2014年1月29日，公司主营业务涉及信息安全产品的研发、生产、销售及为客户提供专业 安全服务。主营业务收入构成为：安全产品49.64%，安全服务42.65%，第三方产品和服务7.40%，房屋 租赁收入0.28%，其他0.04%。 从绿盟科技十大流通股东角度 数据显示，万家基金旗下1只基金位居绿盟科技十大流通股东。万家创业板2年定期开放混合A （161914）二季度持有股数700万股，持股数量与上期相比不变，占流通股的比例为0.88%。根据测 算，今日浮盈赚取约280万元。 万家创业板2年定期开放混合A（161914）成立日期2020年8月14日，最新规模5.1亿。今年以来收益 32.95%，同类排名2801/823 ...

广发改革混合（001468）成立日期2015年7月27日，最新规模1.97亿。今年以来收益30.74%，同类排名 3361/8238；近一年收益25.5%，同类排名3617/8082；成立以来收益12.7%。 广发改革混合（001468）基金经理为陈少平。 截至发稿，陈少平累计任职时间18年318天，现任基金资产总规模1.97亿元，任职期间最佳基金回报 77.76%， 任职期间最差基金回报-27.18%。 10月9日，安博通涨5.32%，截至发稿，报82.02元/股，成交1.13亿元，换手率1.85%，总市值63.04亿 元。 资料显示，北京安博通科技股份有限公司位于北京市海淀区西北旺东路十号院东区15号楼A座301，成 立日期2007年5月25日，上市日期2019年9月6日，公司主营业务涉及网络安全核心软件产品的研究、开 发、销售以及相关技术服务,为网络安全行业网络安全系统平台与安全服务提供商。主营业务收入构成 为：安全网关39.47%，安全人工智能35.21%，安全管理18.05%，安全服务7.15%，其他(补充)0.12%。 从基金十大重仓股角度 数据显示，广发基金旗下1只基金重仓安博通。广发改革混合（ ...

Group 1 - The core viewpoint of the news is that Anbotong's stock price has declined by 5.03% to 77.40 CNY per share, with a total market capitalization of 5.949 billion CNY as of September 30 [1] - Anbotong Technology Co., Ltd. specializes in the research, development, sales, and related technical services of core software products in network security, with its main revenue sources being security gateways (39.47%), security artificial intelligence (35.21%), security management (18.05%), and security services (7.15%) [1] - The company was established on May 25, 2007, and went public on September 6, 2019, indicating a relatively recent entry into the public market [1] Group 2 - From the perspective of fund holdings, Guangfa Fund has a significant position in Anbotong, with its Guangfa Reform Mixed Fund holding 68,900 shares, representing 2.48% of the fund's net value [2] - The Guangfa Reform Mixed Fund has a total size of 197 million CNY and has achieved a year-to-date return of 29.81%, ranking 3289 out of 8167 in its category [2] - The fund manager, Chen Shaoping, has a tenure of 18 years and 309 days, with the best fund return during his tenure being 74.29% [3]

证券日报网讯电科网安（002268）9月26日在互动平台回答投资者提问时表示，公司上半年营业收入同 比下降主要受下游客户需求恢复释放较慢的影响。公司持续加大密码等核心领域研发投入，坚定布局密 码、网络安全和数据安全三大板块，加速发展商用密码、安全保密、安全服务、安全应用、数据安全、 安全芯片重点业务，积极培育车联网、卫星互联网等新业务，加快低空经济、人工智能等领域网络安全 业务的论证与布局。 ...

Core Viewpoint - Qi Anxin's stock price has shown volatility, with a year-to-date increase of 32.24%, but recent declines in the short term raise concerns about its market performance [1][2]. Group 1: Stock Performance - On September 26, Qi Anxin's stock price fell by 2.02%, trading at 35.48 CNY per share, with a total market capitalization of 24.206 billion CNY [1]. - Year-to-date, Qi Anxin's stock has increased by 32.24%, but it has decreased by 0.89% over the last five trading days and 11.26% over the last 20 days [1]. - The stock has experienced a 7.84% increase over the last 60 days [1]. Group 2: Financial Metrics - For the first half of 2025, Qi Anxin reported a revenue of 1.742 billion CNY, a year-on-year decrease of 2.30%, while the net profit attributable to shareholders was -770 million CNY, an increase of 6.16% year-on-year [2]. - The company's revenue composition includes 61.00% from security products, 19.67% from security services, and 18.93% from hardware and other sources [2]. Group 3: Shareholder Information - As of June 30, 2025, Qi Anxin had 25,900 shareholders, a decrease of 4.98% from the previous period, with an average of 26,433 shares held per shareholder, an increase of 5.24% [2]. - The top ten circulating shareholders include the Huaxia SSE Sci-Tech 50 ETF, holding 15.1968 million shares, a decrease of 209,400 shares, and the E Fund SSE Sci-Tech 50 ETF, holding 11.3456 million shares, an increase of 320,500 shares [3].

Core Viewpoint - Wangsu Technology (300017) is actively expanding its CDN and security services internationally, targeting industries such as live streaming, e-commerce, and gaming [1] Group 1: Company Overview - Wangsu Technology was established in January 2000 and aims to become a leading global IT infrastructure service provider [1] - The company leverages its core technologies and service capabilities in computing, storage, networking, and security to provide efficient, stable, and secure IT infrastructure and services [1] Group 2: Business Expansion - In the first half of the year, Wangsu Technology established a subsidiary in Dubai to better serve its overseas business [1] - The company is focused on enhancing its service offerings to international clients across various sectors [1]

Core Viewpoint - The company, Wangsu Technology, held an earnings presentation on September 19, 2025, discussing its business development, strategic layout, and market management with investors. The company reported a revenue of 2.35 billion yuan for the first half of 2025, a 2.19% year-on-year increase, and a net profit of 372.51 million yuan, up 25.33% year-on-year [1][2]. Group 1: Business Performance - In the first half of 2025, Wangsu Technology achieved a revenue of 235,056.97 thousand yuan, with security and value-added services contributing 64,671.22 thousand yuan, accounting for 27% of total revenue [1]. - The company reported a net profit attributable to shareholders of 37,250.57 thousand yuan, reflecting a year-on-year growth of 25.33% [1]. Group 2: Strategic Focus - The company is adjusting its business strategy to focus on core areas such as CDN (Content Delivery Network) and edge computing, while continuing to enhance operational efficiency [1][2]. - Wangsu Technology is committed to long-term sustainable growth through continuous innovation and strengthening core competitiveness [2]. Group 3: Investor Relations and Communication - The company aims to enhance communication with investors through various channels, including earnings presentations, strategy meetings, and investor surveys [2]. - As of September 10, 2025, the total number of shareholders was 176,822 [2]. Group 4: Market Expansion and Investments - Wangsu Technology is actively expanding its overseas market presence, particularly in Southeast Asia, and has established a subsidiary in Dubai [2]. - The company is focusing on strategic investments and mergers to align with its strategic direction and enhance its technology and product offerings [2][3]. Group 5: Technology and Product Development - The company is promoting its security services, which include WAAP (Web Application and API Protection) and SASE (Secure Access Service Edge) solutions, targeting various industries [3]. - Wangsu Technology holds a 29.43% stake in Green Cloud Map and is flexible in adjusting human resources based on business needs [3].

Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 235,056.97 million yuan, a year-on-year increase of 2.19% [2] - The net profit attributable to shareholders reached 37,250.57 million yuan, reflecting a year-on-year growth of 25.33% [3] - Revenue from security and value-added services accounted for 64,671.22 million yuan, representing 27% of total operating revenue [7] Group 2: Strategic Focus and Business Development - The company is focusing on core businesses, specifically CDN and edge computing, while promoting refined operations [2] - There are plans for strategic investments and mergers to enhance technology and product offerings [3] - The company is actively expanding its overseas market presence, particularly in Southeast Asia, in line with the Belt and Road Initiative [4] Group 3: Investor Relations and Communication - The company is committed to enhancing communication with investors through various channels, including performance briefings and investor surveys [3] - As of September 10, 2025, the total number of shareholders is 176,822 [3] - The company has no current plans for stock repurchase but will disclose any significant matters promptly [3] Group 4: Market and Competitive Landscape - The company is monitoring the growth of internet traffic in Southeast Asia, driven by increasing internet users and digital economy development [4] - The security business is marketed alongside CDN services, providing comprehensive security solutions [5] - The company is aware of the competitive landscape in the international market for its security services [5] Group 5: Challenges and Future Outlook - The company is focused on high-quality development and addressing potential risks as outlined in its annual report [6] - There is an emphasis on leveraging AI and technology advancements to capture industry opportunities [6] - The company is evaluating the impact of macroeconomic factors on its stock price and is committed to effective market management [6]

数据显示，广发基金旗下1只基金重仓安博通。广发改革混合（001468）二季度持有股数6.89万股，与 上期相比持股数量不变，占基金净值比例为2.48%，位居第四大重仓股。根据测算，今日浮亏损失约 33.95万元。 广发改革混合（001468）成立日期2015年7月27日，最新规模1.97亿。今年以来收益29.7%，同类排名 3028/8172；近一年收益46.72%，同类排名3682/7980；成立以来收益11.8%。 9月18日，安博通跌5.03%，截至发稿，报93.11元/股，成交3.17亿元，换手率4.25%，总市值71.56亿 元。 资料显示，北京安博通科技股份有限公司位于北京市海淀区西北旺东路十号院东区15号楼A座301，成 立日期2007年5月25日，上市日期2019年9月6日，公司主营业务涉及网络安全核心软件产品的研究、开 发、销售以及相关技术服务,为网络安全行业网络安全系统平台与安全服务提供商。主营业务收入构成 为：安全网关39.47%，安全人工智能35.21%，安全管理18.05%，安全服务7.15%，其他(补充)0.12%。 从基金十大重仓股角度 广发改革混合（001468）基金经理为陈少 ...