每经AI快讯，有投资者在投资者互动平台提问：请问公司的智算一体机产品是否有针对商业航天算力 应用场景（如星载算力部署、在轨数据实时处理、低轨算力星座搭建等）的布局计划？ 天融信（002212.SZ）1月8日在投资者互动平台表示，公司在商业航天网安、卫星互联网安全等相关领 域已有技术储备和布局，目前公司已推出智算云平台、智算一体机等系列产品，可为客户提供高性能、 安全可靠的一体化智算基础设施建设方案。 （记者 王晓波） ...

（编辑 王雪儿） 证券日报网讯 12月29日，天融信在互动平台回答投资者提问时表示，公司研发的智算云平台融合计 算、存储、网络、安全、智能五大能力，满足智算中心、大模型私有化部署及训练推理、大模型安全防 护等场景需求，可为政府、国企、事业单位等提供从通用算力到智能算力的全栈云能力。公司智算云暂 未有量子科技，公司在量子科技领域已有投入和布局。 ...

证券日报网讯12月29日，天融信（002212）在互动平台回答投资者提问时表示，公司智算云平台、智算 一体机等系列产品已在政务、教育、医疗卫生、科研等领域落地应用，公司持续推进更多的行业市场覆 盖。 ...

证券日报网讯12月23日，天融信（002212）在互动平台回答投资者提问时表示，智算云作为公司战略发 展方向，市场空间很大，未来将成为公司业绩增长新引擎。公司自2019年正式推出云计算产品，云计算 业务收入一直保持高速增长，五年复合增长率44.76%，2024年云计算业务占总收入9.06%。2025年2月 公司推出智算一体机，云计算业务升级为智算云，目前已发布智算云平台和覆盖高、中、低训推性能需 求的17款一体机，为政府、金融、运营商、能源、教育、医疗卫生等客户提供从通用算力到智能算力的 全栈云能力，为其业务快速智能化提供平台支撑。目前天融信智算云已在政务、教育、医疗卫生、科研 等领域落地应用。公司2018年开始在量子计算领域进行投入和布局，投资安徽问天量子并与其达成战略 合作。2025年，公司与信通量子达成了战略合作，共同推动"量子+安全"技术创新应用。未来，公司将 持续开展"量子+安全"深度融合，推动量子通信、量子计算等相关场景的落地应用。公司近年来坚持高 质量发展和高质量收入，毛利率持续提升。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 江苏利通电子股份有限公司（以下简称"公司"）于2025年12月2日（星期二）13:00-14:00，通过上海证 券交易所上证路演中心（网址：http://roadshow.sseinfo.com/）以网络互动方式召开了"江苏利通电子股份 有限公司2025年第三季度业绩说明会"，就公司2025年第三季度的经营情况、财务状况等相关情况与投 资者进行充分的交流和沟通。 一、本次业绩说明会召开情况 公司于2025年11月14日通过上海证券交易所官网（http://www.sse.com.cn）披露了《江苏利通电子股份 有限公司关于召开2025年第三季度业绩说明会的公告》（公告编号：2025-081），并通过上证路演中心 网站首页"提问预征集"栏目（http://roadshow.sseinfo.com/questionCollection.do）和邮件方式提前征集投 资者所关注的问题。 公司于2025年12月2日（星 ...

Core Viewpoint - The company is actively focusing on the "Aerospace Computing Power" sector, with existing technological reserves in satellite internet security and various network security solutions implemented domestically and in countries along the "Belt and Road" initiative [1] Group 1: Satellite Internet Security - The company has developed a satellite application service platform and satellite remote sensing system as part of its network security solutions [1] - These solutions have been successfully implemented in multiple countries along the "Belt and Road" [1] Group 2: Intelligent Computing Cloud - The company is investing in and establishing a presence in the intelligent computing cloud sector [1] - It has launched a series of products including the intelligent computing cloud platform and integrated computing machine [1] - These offerings provide customers with high-performance and secure integrated infrastructure solutions for intelligent computing [1]

Investment Rating - The investment rating for Tianrongxin (002212.SZ) is not explicitly stated in the provided documents [1]. Core Insights - The company reported a revenue of 1.202 billion yuan for the first three quarters of 2025, a year-on-year decrease of 24.01%. The net profit attributable to the parent company was -235 million yuan, down 39.10% year-on-year [2]. - The gross margin remained stable at 63.62% year-on-year, despite the revenue decline due to project delays [3]. - The company is advancing its "Safety + Intelligent Computing" strategy, with a focus on enhancing efficiency and quality [3]. - The intelligent computing cloud platform has been fully adapted to the DeepSeek-V3.2-Exp model, facilitating the application of large models [3]. - The company showcased its integrated security solutions at the Huawei HarmonyOS conference, enhancing its digital security capabilities [3]. - The intelligent computing cloud business has seen applications across various industries, with over 40 industry scenarios currently being tested [3]. - Earnings per share (EPS) are projected to be 0.12, 0.16, and 0.21 yuan for 2025, 2026, and 2027 respectively, with corresponding price-to-earnings (P/E) ratios of 83.78, 62.92, and 49.22 [3]. Financial Summary - Total revenue for 2023 is projected at 3.124 billion yuan, with a year-on-year growth rate of -11.8%. The net profit attributable to the parent company is expected to be -371 million yuan [4]. - The gross margin is forecasted to improve slightly from 60.2% in 2023 to 62.2% in 2027 [4]. - The return on equity (ROE) is expected to turn positive by 2024, reaching 0.9% and increasing to 2.6% by 2027 [4]. - The company anticipates a gradual recovery in revenue, with projections of 2.954 billion yuan in 2025 and 3.433 billion yuan in 2027 [4].

Core Insights - The company Tianrongxin (002212) has integrated its products with the DeepSeek model series, significantly enhancing the competitiveness of its "AI + security" offerings [1] - The company plans to launch products such as the intelligent computing integrated machine and the Tianwen large model, which are compatible with the DeepSeek model by February 2025 [1] - By September 2025, the company's intelligent computing cloud platform will be fully compatible with the latest DeepSeek-V3.2-Exp model version [1]

Core Viewpoint - The company has significantly integrated its products with the DeepSeek model, enhancing the competitiveness of its "AI + security" offerings [1] Group 1 - The company announced a deep integration of its products with various versions of the DeepSeek model [1] - In February 2025, the company plans to launch products such as the intelligent computing integrated machine and the Tianwen large model, which will be compatible with the DeepSeek model [1] - By September 2025, the company's intelligent computing cloud platform will have completed compatibility with the latest DeepSeek-V3.2-Exp model version [1]

Group 1 - The core viewpoint of the news is the issuance of the "Cloud Computing Comprehensive Standardization System Construction Guide (2025 Edition)" by the Ministry of Industry and Information Technology and the National Standardization Administration, aimed at enhancing the standardization work in the cloud computing industry to support high-quality development [1][2] - By 2027, more than 30 new national and industry standards for cloud computing are to be established, with over 1,000 enterprises promoting the implementation of these standards, thereby facilitating digital transformation [1][2] - The guide emphasizes the optimization of intelligent computing cloud platform construction and the deep integration of heterogeneous computing power to enhance service levels and meet diverse demands for intelligent computing power across industries [1] Group 2 - The initiative aims to empower the real economy's high-quality development by improving the cloud computing application standard system, which will help eliminate industry development barriers and stimulate new business models such as AI as a service [2] - According to a report from the China Academy of Information and Communications Technology, the cloud computing market in China is expected to reach 828.8 billion yuan in 2024, with a year-on-year growth of 34.4%, and is projected to exceed 3 trillion yuan by 2030 [2] - The Ministry of Industry and Information Technology plans to strengthen coordination among industry, academia, research, and application sectors to build an advanced and applicable standard system and accelerate the transformation of international standards [2]