长城久嘉创新成长混合A（004666）成立日期2017年7月5日，最新规模19.74亿。今年以来收益 24.66%，同类排名2658/8209；近一年收益22.62%，同类排名2597/8129；成立以来收益102.39%。 从盛邦安全十大流通股东角度 数据显示，长城基金旗下1只基金位居盛邦安全十大流通股东。长城久嘉创新成长混合A（004666）三 季度增持20万股，持有股数170万股，占流通股的比例为5.24%。根据测算，今日浮盈赚取约312.8万 元。 11月24日，盛邦安全涨5.17%，截至发稿，报37.45元/股，成交4936.23万元，换手率4.16%，总市值 28.24亿元。 资料显示，远江盛邦安全科技集团股份有限公司位于北京市海淀区上地九街9号9号2层209号，成立日期 2010年12月7日，上市日期2023年7月26日，公司主营业务涉及信息安全产品的研发、生产、销售及提供 专业信息安全服务。主营业务收入构成为：网络安全产品与服务77.56%，网络空间地图16.23%，卫星 互联网安全业务6.11%，其他0.09%。 长城久嘉创新成长混合A（004666）基金经理为尤国梁。 截至发稿，尤国梁累计 ...

融券方面，盛邦安全11月20日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，远江盛邦安全科技集团股份有限公司位于北京市海淀区上地九街9号9号2层209号，成立日期 2010年12月7日，上市日期2023年7月26日，公司主营业务涉及信息安全产品的研发、生产、销售及提供 专业信息安全服务。主营业务收入构成为：网络安全产品与服务77.56%，网络空间地图16.23%，卫星 互联网安全业务6.11%，其他0.09%。 11月20日，盛邦安全跌2.51%，成交额4475.91万元。两融数据显示，当日盛邦安全获融资买入额484.78 万元，融资偿还267.28万元，融资净买入217.50万元。截至11月20日，盛邦安全融资融券余额合计1.08 亿元。 融资方面，盛邦安全当日融资买入484.78万元。当前融资余额1.08亿元，占流通市值的8.94%，融资余 额低于近一年20%分位水平，处于低位。 分红方面，盛邦安全A股上市后累计派现450.90万元。 机构持仓方面，截止2025年9月30日，盛邦安全十 ...

Core Viewpoint - Shengbang Security, a leading network security solution provider in China, was established on December 7, 2010, and went public on July 26, 2023, on the Shanghai Stock Exchange. The company specializes in information security products and services, showcasing strong R&D capabilities and extensive industry experience [1]. Financial Performance - In Q3 2025, Shengbang Security reported a revenue of 155 million yuan, ranking 28th among 35 companies in the industry. The top company, iFlytek, had a revenue of 16.989 billion yuan, while the industry average was 1.838 billion yuan [2]. - The company's main business segments include network security products and services, contributing 228 million yuan (77.56%), followed by cyberspace mapping at 47.65 million yuan (16.23%), and satellite internet security at 17.94 million yuan (6.11%) [2]. - The net profit for the same period was -57.90 million yuan, placing it 18th in the industry. The industry average net profit was -98.15 million yuan [2]. Financial Ratios - As of Q3 2025, Shengbang Security's debt-to-asset ratio was 13.68%, lower than the previous year's 14.39% and significantly below the industry average of 29.42% [3]. - The gross profit margin for Q3 2025 was 72.45%, which, although lower than the previous year's 75.32%, remained above the industry average of 63.59% [3]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 25.70% to 5,160, while the average number of circulating A-shares held per shareholder decreased by 18.06% to 6,289.62 [5]. - The largest circulating shareholder was Changcheng Jiujia Innovation Growth Mixed Fund A, holding 1.7 million shares, an increase of 200,000 shares from the previous period [5]. Future Outlook - In the first half of 2025, the company achieved a revenue of 106 million yuan, reflecting a year-on-year growth of 10.98%, although profits were impacted by increased expenses [5]. - The company is involved in the national network identity authentication public service platform's security construction, which is expected to open up new opportunities as related management measures are implemented [5]. - Shengbang Security is also expanding its satellite internet security offerings, launching multiple products and developing comprehensive solutions [5]. - Future revenue projections for 2025-2027 are estimated at 385 million yuan, 501 million yuan, and 640 million yuan, with corresponding net profits of 55 million yuan, 91 million yuan, and 131 million yuan [5].

Core Viewpoint - Shengbang Security experienced a decline of 1.85% on September 23, with a trading volume of 69.84 million yuan, indicating a challenging market environment for the company [1]. Financing Summary - On September 23, Shengbang Security had a financing buy-in amount of 6.27 million yuan and a financing repayment of 7.47 million yuan, resulting in a net financing buy of -1.20 million yuan [1]. - The total financing and securities balance for Shengbang Security as of September 23 is 107 million yuan, which accounts for 9.24% of its market capitalization, indicating a low financing balance compared to the past year [1]. - The company had no shares sold or repaid in the securities lending market on September 23, with a securities lending balance of 0.00 shares, placing it in a high position relative to the past year [1]. Business Performance - As of June 30, Shengbang Security reported a total revenue of 106 million yuan for the first half of 2025, reflecting a year-on-year growth of 10.98% [2]. - The company recorded a net profit attributable to shareholders of -36.41 million yuan, a significant decrease of 94.80% compared to the previous period [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Shengbang Security increased by 15.54% to 4,105, while the average circulating shares per person decreased by 13.45% to 7,676 shares [2]. - The total cash distributed by Shengbang Security since its A-share listing amounts to 4.51 million yuan [3]. - The largest circulating shareholder is Changcheng Jiujia Innovation Growth Mixed A, holding 1.50 million shares, with no change in the number of shares held compared to the previous period [3].

Group 1 - The core viewpoint of the news is the performance and financial metrics of Shengbang Security, which saw a stock price increase of 5.16% to 38.94 CNY per share, with a trading volume of 130 million CNY and a turnover rate of 10.53%, resulting in a total market capitalization of 2.936 billion CNY [1] - Shengbang Security, established on December 7, 2010, specializes in the research, production, sales, and provision of professional information security services, with its main business revenue composition being 77.56% from cybersecurity products and services, 16.23% from cyberspace mapping, 6.11% from satellite internet security, and 0.09% from other sources [1] Group 2 - From the perspective of fund holdings, Xinhua Fund has a significant position in Shengbang Security, with its Xinhua Small and Medium-sized Value Selection Mixed Fund (519097) reducing its holdings by 7,150 shares in the second quarter, maintaining a total of 14,500 shares, which represents 0.85% of the fund's net value, ranking it as the third-largest holding [2] - The Xinhua Small and Medium-sized Value Selection Mixed Fund (519097) has achieved a year-to-date return of 41.63%, ranking 1,437 out of 8,172 in its category, and a one-year return of 58.41%, ranking 2,421 out of 7,980 [2]

Core Viewpoint - The company, Yuanjiang Shengbang Security Technology Group Co., Ltd., reported a significant decline in its financial performance for the fiscal year 2024, with a notable drop in net profit and cash flow, raising concerns about its operational efficiency and market conditions in the cybersecurity industry [3][4][8]. Financial Performance Summary - In 2024, the company achieved operating revenue of 294 million RMB, a year-on-year increase of 0.93%, but the net profit attributable to shareholders plummeted by 96.17% to 1.6285 million RMB [3][4][15]. - The company reported a net cash flow from operating activities of -63.39 million RMB, a decline of 493.39% compared to the previous year [3][4][15]. - The cybersecurity products and services segment saw a revenue decline of 5%-6%, while the gross profit margin for the spatial mapping business decreased to 77.44%, down from the previous year [3][4][10]. Business Segment Analysis - The company identified its top five clients across different business segments, detailing contract amounts, performance progress, and sales models, indicating a direct sales approach for most clients [4][6][7]. - The newly introduced satellite internet security business generated revenue of 17.9434 million RMB in 2024, marking its first year of operation [3][10][11]. Industry Context - The cybersecurity industry faced challenges in 2024, with a reported 5% decline in total revenue among 29 listed cybersecurity companies, indicating a broader market downturn [8][19]. - The company’s performance aligns with industry trends, as many peers reported losses or declining profits, reflecting the overall economic environment and market pressures [19][22]. Cost Structure and Profitability - The increase in employee compensation significantly impacted the company's profitability, with total salary expenses rising by 36.88% to 85.3974 million RMB [15][16]. - The company’s gross profit margin decreased to 72.64%, down from 74.19% in the previous year, primarily due to rising operational costs [15][16]. Future Outlook - The company plans to enhance its product offerings and expand its sales team to improve market competitiveness, with a focus on key industries such as public safety and energy [15][16]. - The management anticipates that the investments made in 2024 will yield results starting in 2025, as the cybersecurity market continues to evolve [19][22].