证券日报网讯1月23日，安恒信息在互动平台回答投资者提问时表示，公司积极把握人工智能大模型技 术的重大发展机遇，在已发布恒脑安全垂域大模型的基础上，进一步升级恒脑安全智能体平台，该平台 以恒脑安全垂域大模型为底座，结合安恒自研智能体框架，具备零代码和低代码创建智能体能力，内置 各类数据转换、安全分析、安全数据、安全知识等专用插件，支持通过MCP协议对接外部资源和服 务，任何经过简单培训的服务人员可基于业务场景需求快速构建智能体。公司积极推进现有安全产品的 智能化改造，依托恒脑智能体开发平台孵化出告警研判和降噪智能体、恶意邮件检测智能体、API安全 智能体、终端数据防泄漏智能体等数百个安全智能体，以上各种智能体已分批与安全产品进行深度融 合，包括AiLPHA态势感知产品、AiSort产品、AiLog产品和API安全产品等，在效能和效果上均有数十 倍的提升，极大地提升了产品的核心竞争力。此外，公司还深度聚焦人工智能大模型技术的安全应用与 风险防控，解决AI自身安全问题。 ...

Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The company has demonstrated significant improvements in operational quality and efficiency, with a clear performance inflection point driven by AI product innovations [2][4] - The core product lines, particularly in data security and managed security services (MSS), have shown robust growth, with new AI-driven products contributing to this expansion [3][4] - The financial forecasts for 2025-2027 have been adjusted upwards, reflecting a recovery in demand within the cybersecurity sector [5] Financial Performance Summary - In 2024, the company achieved revenue of 2.043 billion, a year-on-year decrease of 5.87%, while the net profit attributable to shareholders was a loss of 198 million, significantly narrowing from a loss of 360 million in 2023 [1] - For Q1 2025, the company reported revenue of 311 million, marking a year-on-year increase of 10.8%, with a net loss of 111 million, also a significant improvement from the 200 million loss in Q1 2024 [1] - The company’s expense ratios for sales, management, and R&D have decreased significantly, indicating effective cost control measures [2] Product and Market Development - The company’s AI strategy has led to substantial growth in key product areas, with data security new product contracts increasing over 40%, and MSS revenue growing by more than 25% year-on-year [3] - The introduction of new AI-driven products and platforms is expected to create new growth opportunities, enhancing the company's competitive position in the cybersecurity market [4]