Core Insights - The article emphasizes the urgent need for a new approach to cybersecurity, advocating for the use of AI to combat AI threats, as traditional human-centric defenses are becoming inadequate [2][5] - Anbotong is transitioning from being a "guardian of the digital road network" to a "builder of intelligent safety traffic" in the digital world, expanding its business scope significantly [3][4] Strategic Upgrade - Anbotong's new strategy involves evolving from focusing solely on network security to managing overall efficiency, capacity, and traffic flow in the digital realm [3] - The company plans to leverage AI to enhance management capabilities and improve operational efficiency [3][4] - The launch of the "Luban" AI delivery architecture aims to provide a comprehensive AI delivery system, integrating various components for efficient and secure AI application [3] AI Security Initiatives - Anbotong has introduced an AI + security gateway that combines intelligent operation, precise protection, and efficient management to enhance AI security [4] - The company is shifting from being a single product supplier to a builder of a security computing ecosystem focused on AI infrastructure [4] Market Dynamics - The article highlights that AI is expected to fundamentally reshape the underlying logic of cybersecurity, with AI tools lowering the barriers for attackers and creating continuous threats [5] - Anbotong's focus on AI + security + computing power is driven by the need for rapid response and effective protection against AI-driven attacks [5] Tactical Path - Anbotong is concentrating on edge-side computing applications, with a recent project in Zhengzhou valued at 210 million yuan, focusing on large-scale inference [6] - The company aims to empower industry users through AI applications, viewing edge-side capabilities as essential infrastructure for AI implementation [6] Competitive Advantage - Anbotong's long-term partnerships with major clients demonstrate its ability to create sustained value [7] - The company's competitive edge lies in its business model, innovation capabilities, engineering execution, and customer ecosystem [7] Capital Market Perspective - The company has shifted from purely industrial thinking to a dual focus on industrial and capital market strategies [8] - Anbotong aims to be a "value aircraft carrier" in the capital market, ensuring continuous value creation for shareholders, long-term trust with clients, and a supportive environment for employees [8][9]

Core Insights - Company reported a significant revenue increase of 123.98% year-on-year, reaching 429 million yuan, primarily driven by breakthroughs in the security artificial intelligence business [1] - Despite the revenue growth, the company experienced a net loss of 109 million yuan, which is an increase of 77.52% compared to the previous year [1] Financial Performance - Revenue for the first half of 2025 was 429 million yuan, showing a year-on-year growth of 123.98% [1] - Net profit loss expanded to 109 million yuan, reflecting a year-on-year increase of 77.52% [1] - Sales expenses surged to 362 million yuan, a staggering increase of 739.30%, accounting for 84.38% of total revenue, mainly due to increased channel consulting fees during new business expansion [1] - Research and development expenses decreased to 63 million yuan, down 12.32% year-on-year, with the number of R&D personnel dropping from 207 to 105 [1] Strategic Developments - The company has upgraded its strategy to become a builder of secure computing power ecosystems in the AI era, focusing on expanding its security AI product categories [1] - New products include computing power gateways, heterogeneous orchestration scheduling platforms, and ultra-quiet liquid-cooled intelligent computing integrated machines [1] - The company launched an AI delivery architecture centered around the Luban security large model [1] Management Changes - The company’s board secretary, Ms. Dan Chen, resigned on August 21 for personal reasons and will no longer hold any position, while her 19,000 shares remain unchanged [1] - Chairman Zhong Zhu is temporarily taking over the duties of the board secretary [1]

Core Viewpoint - Anbotong Technology Co., Ltd. has established the "Luban" AI Research Institute to integrate security, AI, and computing power technologies, aiming to create a secure connection between AI and the world [1][2]. Group 1: Establishment and Purpose of the AI Research Institute - The "Luban" AI Research Institute was inaugurated in Shanghai, focusing on the integration of security and AI technologies in response to the rapid penetration of generative AI into industrial transformation [1]. - The establishment of the institute is timely, as it addresses new challenges and opportunities in network security brought about by advancements in generative AI and computing networks [1]. Group 2: Strategic Vision and Growth - Anbotong's chairman, Zhong Zhu, articulated the company's strategic shift from being a "visual network security innovator" to an "AI era security computing ecology builder," emphasizing the importance of embedding security into computing infrastructure [2]. - Since its listing, Anbotong has achieved a compound annual growth rate of 26% in revenue, highlighting its significant accomplishments in the network security sector [2]. Group 3: AI Delivery Architecture and Innovations - The "Luban" AI Research Institute introduced the "ESAiD" AI delivery architecture, which includes a three-tier AI delivery system focused on intelligent development, computing resource scheduling, and security protection [3]. - Anbotong launched a super silent liquid-cooled intelligent computing workstation, designed for various scenarios, featuring high-performance CPUs and AI acceleration cards [3]. Group 4: Future Directions and Collaborations - The research institute aims to gather top AI security talent, develop autonomous security models, and build an intelligent security ecosystem to support national digital security strategies [4]. - The event highlighted the importance of supply chain security, as emphasized by Jiangyuan Technology's vice president, underlining the need for self-controlled chips in the context of national security [3].