原标题：长扬科技业绩预计稳健增长，人工智能+工业互联网安全形成解决方案落地能力 当前，数字技术日益成为创新驱动发展的先导力量，带动生产力变革、生产关系再造、经济结构重 组、生活方式巨变。数字经济也成为推动中国式现代化的重要引擎，保障关键信息基础设施安全，对于 维护国家安全、保障经济社会健康发展、维护公共利益和公民合法权益具有重要意义。 长扬科技作为工业互联网安全领域的排头兵，拥有自己的一套方法论，并已在近5000家企业成功实 践，帮助其完成安全保障体系化能力建设。对于长扬科技而言，其扎实的业绩表现，验证了持续的高增 长轨迹，这背后是其深厚的核心技术优势与前瞻性的战略布局能力共同支撑的结果。 业绩稳健增长，印证长扬高成长性 市场的最终裁判是业绩。长扬科技以持续攀升的盈收数据，为其高成长性提供了最坚实的背书。截 至今年，公司已连续三年实现盈利，同时2025年核心业绩指标实现关键突破：营收规模增长率超过 10.9%；更值得关注的是盈利质量的显著提升，净利润增长预期超过30%。这一"量价齐升"的增长格 局，清晰印证了公司主营业务不仅市场规模在快速扩大，而且技术附加值与市场竞争力在持续增强，已 经跨越了高质量发展的关键 ...

当前，数字技术日益成为创新驱动发展的先导力量，带动生产力变革、生产关系再造、经济结构重组、 生活方式巨变。数字经济也成为推动中国式现代化的重要引擎，保障关键信息基础设施安全，对于维护 国家安全、保障经济社会健康发展、维护公共利益和公民合法权益具有重要意义。 长扬科技作为工业互联网安全领域的排头兵，拥有自己的一套方法论，并已在近5000家企业成功实践， 帮助其完成安全保障体系化能力建设。对于长扬科技而言，其扎实的业绩表现，验证了持续的高增长轨 迹，这背后是其深厚的核心技术优势与前瞻性的战略布局能力共同支撑的结果。 业绩稳健增长，印证长扬高成长性 未来布局：高成长潜力的核心引擎 长扬科技的高增长并非仅依赖现有赛道，更在于其技术能力与国家"十五五"战略规划的深度契合，已在 多个前沿领域形成具体布局，打开了巨大的未来增长空间： 在人工智能战略方向：长扬科技的"AI安全智能体"技术已不是构想。它已实际应用于网络安全检测模 型、告警降噪（准确性提升90%）、资产发现及网络空间测绘系统中。2024年，相关技术已支撑公司网 络空间底图系统中标千万级项目，并在某大型能源集团实现高效运营。尤其在具身智能（如无人机、机 器狗）等人 ...

Investment Rating - The report does not explicitly state an investment rating for the industrial firewall industry Core Insights - The industrial firewall has become a core security device in key industries such as electricity and petrochemicals, playing a crucial role in addressing network threats like ransomware and APT attacks, ensuring production continuity and the stable operation of critical infrastructure [7][43] - The market for industrial firewalls in China is characterized by a clear tiered competitive landscape, with Qiming Star holding a market share of 35.9%, followed by challengers like Venustech, Tianrongxin, and Qihoo 360, while companies like Sixiangyun are in the follower tier [8][53] Summary by Sections Industry Overview - The research aims to systematically deconstruct the industrial firewall ecosystem, revealing its strategic value as a network security infrastructure and providing a decision-making framework for the industry to grasp the wave of digital security upgrades [3] Industry Applications - Industrial firewalls are primarily applied in three scenarios within industrial control systems: inter-layer security protection (50%), intra-layer network security (30%), and device-level protection (20%) [21][26] Market Competition Landscape - The competitive landscape of the industrial firewall market in China is clearly tiered, with Qiming Star leading with a market share of 35.9%, while Venustech, Tianrongxin, and Qihoo 360 are in the challenger tier [8][53] Industry Analysis - The demand for industrial firewalls is driven by new factory deployments, economic benefits from renewable energy projects, equipment upgrades, domestic substitution policies, compliance requirements, and the expansion of enterprise needs [61][67] - The development trends in the industrial firewall sector include a shift towards multi-protocol deep detection and AI empowerment, enhancing defense efficiency against network threats [68][72]

Core Insights - The industrial information security industry in China is experiencing rapid growth, with the market size projected to reach approximately 28.734 billion yuan in 2023 and around 39.152 billion yuan in 2024, driven by increasing awareness of information security and the rise of cyber threats [1][10] - The demand for industrial information security spans various sectors, including electricity, petrochemicals, manufacturing, and transportation, highlighting the critical need for security measures in these industries [10] Industry Definition and Classification - Industrial information security refers to the protection of information during industrial operations, encompassing industrial control systems (ICS), industrial internet, and industrial IoT, aimed at ensuring confidentiality, integrity, and availability of industrial production processes [2][4] Industry Chain Analysis - The industrial information security industry chain includes upstream hardware suppliers, software technology providers, and network infrastructure providers, with midstream solution providers and system integrators, and downstream industrial users and regulatory bodies [4] Development History - The industry has evolved through three stages: passive foundation, independent breakthroughs, and ecological restructuring, transitioning from policy-driven compliance to technology-led initiatives [6] Current Industry Status - The number of registered companies in the industrial information security sector has steadily increased, with 106,349 companies registered in 2023, and this trend is expected to continue as demand grows due to initiatives like Industry 4.0 and Made in China 2025 [8] Market Composition - The market composition shows that security hardware accounts for 45%, security software for 30%, and security services for 25%, indicating the significant role of hardware in safeguarding industrial information security [12] Key Companies Analysis - Major players in the industry include Qihoo 360, NSFOCUS, Inspur, and others, each specializing in different aspects of industrial information security, such as comprehensive protection systems, cloud security, and terminal security [14][15] Future Development Trends - Key trends include technological integration, where AI, big data, IoT, and blockchain converge to enhance security measures, and ecological collaboration among manufacturers, software developers, and service providers to create a robust security ecosystem [21][22] Regulatory Impact - Strengthening compliance requirements is significantly influencing the industry, prompting companies to enhance their security measures and invest in compliance with new regulations, thereby raising industry standards [23]