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托管检测与响应服务(MDR)
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南凌科技上半年净利润增长66.24% 夯实云智网安竞争力
Core Insights - Nanling Technology (300921) reported a revenue of 270 million yuan and a net profit of 10.22 million yuan for the first half of 2025, marking a year-on-year growth of 66.24% [1] Group 1: Business Performance - The company focuses on three core areas: performance leadership, safety intelligence, and simplified deployment, continuously launching new products and upgrades to meet evolving market demands [1] - The company's digital solutions matrix, which includes "cloud + network + security," serves various industries such as finance, insurance, retail, catering, pharmaceuticals, and manufacturing, gaining recognition from numerous Fortune 500 and well-known domestic enterprises [1] Group 2: Product and Service Development - During the reporting period, Nanling Technology launched Managed Detection and Response (MDR) services, integrating intelligent analysis, assessment, and response capabilities, alongside the upcoming Managed Security Services (MSS) [2] - The company has achieved a comprehensive optimization of its self-developed Secure Access Service Edge (SASE) technology, ranking fourth in the Chinese SASE market according to IDC [2] Group 3: Strategic Partnerships and Ecosystem - Since 2024, the company has initiated an ecosystem cooperation strategy, with over 70 partners, and has been collaborating with major players like China Unicom, China Telecom, China UnionPay, Huawei, and Fortinet to expand market reach and capabilities [2] - The ecosystem cooperation business has seen rapid revenue growth in the first half of 2025 [2] Group 4: Technological Advancements - Nanling Technology leverages its strong R&D capabilities and a robust Managed Service Provider (MSP) system to advance network integration projects with major telecom operators, offering Network as a Service (NaaS), Security as a Service (SaaS), and Monitoring as a Service (MaaS) [3] - The company employs AI technology to enhance product and service capabilities, providing integrated "cloud-intelligent-network-security" services to various industries and AI-related companies [3] - Future plans include deepening SASE exploration and transitioning from cloud-native to AI-native architectures for comprehensive optimization and proactive protection of AI traffic [3]