2026.02. 05 本文字数：1015，阅读时长大约2分钟 供给场景清单则整合区域创新资源，筛选出270项技术实力强、服务水准高的优质供给，构建起全链条服务生态。其中新领域新赛道92项，具备低空飞 行平台、机器人交互系统等核心能力；产业升级68项，覆盖半导体检测、智慧工厂整体解决方案；行业应用9项，提供行业大模型、数据安全平台等技 术；社会治理34项，拥有低空安防、交通调控等支撑能力；民生服务67项，涵盖AI诊疗、智慧教育等产品体系。此清单旨在向社会广泛推介"光谷优秀 方案"，为光谷企业的新产品、新技术提供明确的应用入口和市场验证空间。 电鹰科技相关负责人认为，此次发布的"三张清单"，精准回应了行业共性痛点，为企业新技术、新产品搭起了一座"落地桥"，提供了明确的应用入口和市 场验证空间，将大大提高供需对接效率。 东湖高新区发改局有关负责人表示，下一步将建立健全"三张清单"动态更新与管理机制，通过深化场景开放与重点产业融合发展，持续优化光谷产业创 新生态。 微信编辑 | 夏木 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱：bianjibu@yicai.c ...

供给场景清单则整合区域创新资源，筛选出270项技术实力强、服务水准高的优质供给，构建起全链条 服务生态。其中新领域新赛道92项，具备低空飞行平台、机器人交互系统等核心能力；产业升级68项， 覆盖半导体检测、智慧工厂整体解决方案；行业应用9项，提供行业大模型、数据安全平台等技术；社 会治理34项，拥有低空安防、交通调控等支撑能力；民生服务67项，涵盖AI诊疗、智慧教育等产品体 系。此清单旨在向社会广泛推介"光谷优秀方案"，为光谷企业的新产品、新技术提供明确的应用入口和 市场验证空间。 因缺少"第一个吃螃蟹的人"，"新技术"难以跨越"应用鸿沟"，硬被拖成了"老技术"。如何破解这一难 题？ 电鹰科技相关负责人认为，此次发布的"三张清单"，精准回应了行业共性痛点，为企业新技术、新产品 搭起了一座"落地桥"，提供了明确的应用入口和市场验证空间，将大大提高供需对接效率。 2月5日，武汉光谷对外发布首批400项光谷2026年创新应用场景清单。场景清单紧扣"新领域新赛道、产 业转型升级、行业领域深度应用、创新社会治理、丰富民生领域"五大重点方向，包括10项典型应用场 景、120项需求场景、270项供给场景，以打通创新成果转化 ...

Core Insights - The China Academy of Information and Communications Technology has officially released the fourth phase of the "Digital Security Escort Plan," which includes the "Digital Security Escort Technical Capability Panorama" [1] - Beijing Xinan Century Technology Co., Ltd. (stock code: 688201) has been continuously selected in this panorama due to its ongoing technological accumulation and product innovation [1] - Xinan Century has been included in 14 major security fields (out of 17) and 89 sub-fields (out of 150), indicating a continuous improvement in the number of selected fields and sub-fields compared to previous evaluations [1] Security Fields and Capabilities - Xinan Century achieved full coverage in six key security areas: cryptography technology and applications, identity and access security, data security, trusted innovation security, Internet of Things security, and foundational technologies and general capabilities [1] - The number of sub-fields with full coverage has further increased, showcasing the company's comprehensive technical layout and service capabilities in these core security directions [1]

Investment Rating - The investment rating for the company is "Outperform the Market" [5][30][40] Core Insights - The company is advancing towards AI security, with expectations for the industry to bottom out in 2025. The company's foundational products have accumulated capabilities in offense and defense, and the subsequent focus on situational awareness platforms has enabled a transition to big data security capabilities. AI further enhances traditional big data capabilities, allowing the company to upgrade its original platform capabilities and reshape security with AI [1][7][28] - Traditional business remains strong, with initial value seen in AI security. The company maintains a top-three market share in foundational products such as database auditing, WAF, and log auditing. The situational awareness platform leads the industry, with a 13.7% market share in data security platforms, ranking first. The company has also achieved significant efficiency improvements in AI security products [2][15][18] - The company has seen a notable decrease in expenses, leading to a gradual emergence of positive operating leverage. In 2024, the company is expected to incur a loss of 198 million yuan, a 45% reduction from the previous year, primarily due to enhanced expense control [3][30][33] Summary by Sections Financial Performance - The company is projected to generate revenues of 2,043 million yuan in 2024, a decrease of 5.9% from 2023, with a net profit forecast of -198 million yuan. The company anticipates a return to profitability in 2025 with a net profit of 42 million yuan [4][40] - The company’s revenue structure includes foundational products, security platforms, and security services, with expected revenue growth rates of approximately 5% to 12% from 2025 to 2027 [39][40] AI and RWA Opportunities - The company has made significant strides in AI security, with AI-related revenues exceeding 79 million yuan in 2024. The partnership with the Zhejiang Big Data Exchange Center since 2020 has positioned the company well for opportunities in the RWA (Real World Asset) era [2][28][29] Market Position - The company continues to hold a leading position in the market, with foundational products maintaining a market share of over 72% and a strong presence in managed security services (MSS) [15][21][28]