7月11日，山石网科正式发布ASIC&AI战略新品，包括山石网科ASIC智能下一代防火墙、山石网科ASIC数据中心防火墙、山石灵岩大模型一体 机、山石网科大模型应用防火墙、山石网科iWAF：Web资产自检测自防御系统等。公司董事长兼CEO叶海强在"2025年.安全守护者峰会"上表示， 作为一家集传统的边界安全、云安全、数据安全、工业互联网安全等为一体的综合网络安全解决方案和服务的提供商，山石网科将以"ASIC筑基， AI领航"为核心战略，力争到2028年进入中国安全厂商的前五位。 一次性流片成功并非偶然，其背后是根植于山石网科开拓创新的技术基因。2007年，毕业于清华大学的电子物理学硕士并获得美国加州大学应用 物理专业的罗东平和四位同在NetScreen的工程师回到中国创立了山石网科。 值得一提的是，NetScreen为罗东平的三位清华师兄在美国创立的网络安全公司。2004年，它被Juniper Networks以42亿美元并购，成为当时中国留 学生在美创业估值最高的科技公司。而罗东平彼时负责的正是芯片开发，其在离开NetScreen前最后一个未启动的项目叫"Mars(火星)"。 正所谓念念不忘，必有回响。二 ...

转自：新华财经 思科2025生态创新峰会27日在上海举办。本次峰会以"开启AI新视界"为主题，汇聚众多行业领袖、技术先锋与生态伙伴， 共同探讨AI如何推动商业创新与生态体系构建。 当前，企业正面临在保障安全的前提下加快应用AI、释放投资价值的挑战。为助力企业紧抓机遇，思科在峰会上发布多个 安全网络解决方案，帮助企业灵活应对 AI 时代的转型需求，加速迈向智能未来。此外，思科还公布了其最新的企业网络研 究成果，旨在基于全球及中国市场洞察，打造面向AI时代的安全生态系统。 上海市人工智能行业协会秘书长钟俊浩在致辞中表示，当前，人工智能技术正以惊人的速度重塑各行各业，推动产业变革 与创新，需要强化创新能力培育，完善产业生态体系建设，以及筑牢技术安全屏障。 根据最新发布的《思科2025企业网络研究》（Cisco 2025 Networking Research），当前，企业网络正经历一场重大的架构变 革。随着AI助手、智能代理和数据驱动型工作负载重塑工作方式，网络流量变得更快、更动态、对延迟更敏感，整体也更 为复杂。基于对中国企业的调研，多重信号表明网络架构正加速转型。 思科在本次峰会发布多项全新产品及功能升级，助力 ...

6月20日至22日，华为开发者大会（HDC 2025）在东莞松山湖举行。此次大会不仅展示了华为在操作系 统、人工智能等领域的最新成果，还揭示了其未来的重大战略布局。 算力模型双突破 华为云CEO张平安在大会上宣布，基于CloudMatrix 384超节点架构的新一代昇腾AI云服务正式上线，单 卡推理吞吐量达2300 Tokens/s，较传统架构提升近4倍。该架构可支持384个专家模型并行推理，特别适 合金融风控、药物研发等复杂场景。 伴随算力升级，盘古大模型5.5的发布成为另一焦点。新版本在自然语言处理、计算机视觉、多模态、 预测及科学计算五大基础模型上实现全面升级。以预测大模型为例，其已应用于钢铁行业的热轧工艺优 化，通过实时分析2000余个生产参数，使钢板成材率提升0.8%，单厂年增效益超千万元；在北方某供 热企业，模型结合天气数据与管网状态，实现精准调温，单季节能15%以上。 为了保障大模型的安全，华为云同步推出盘古大模型防火墙。该系统可实时检测模型输入中的恶意提示 词，拦截率达99.9%，并通过动态加密技术防止推理结果泄露。华为云已构建从数据工程到行业落地的 全流程工具链，助力企业低成本开发专属大模型 ...

Core Viewpoint - The report presents an asset evaluation for the proposed equity transfer of Guangzhou Yuansheng Information Technology Co., Ltd, indicating a market value of RMB -9.4918 million for the shareholders' equity as of December 31, 2024, with an increase in value of RMB 7.2674 million compared to the book value [4][5][16]. Group 1: Evaluation Purpose and Scope - The purpose of the evaluation is to provide a value reference for the equity transfer of shareholders in Guangzhou Yuansheng Information Technology Co., Ltd [4][16]. - The evaluation object includes all shareholders' equity of Guangzhou Yuansheng Information Technology Co., Ltd, and the evaluation scope encompasses all assets and liabilities as of the evaluation benchmark date [4][16]. Group 2: Evaluation Method and Results - The evaluation method employed is the asset-based approach, and the market value of the shareholders' equity is determined to be RMB -9.4918 million [4][16]. - The book value of the shareholders' equity is reported at RMB -16.7592 million, resulting in an evaluation increase of RMB 7.2674 million [4][16]. Group 3: Company Overview - Guangzhou Yuansheng Information Technology Co., Ltd was established on December 20, 2011, with a registered capital of RMB 24.39 million, focusing on digital solutions for critical information infrastructure [6][13]. - The company is recognized as a high-tech enterprise and specializes in various products, including industrial security systems and software solutions [13][14]. Group 4: Financial Performance - The financial performance for the years ending December 31, 2022, 2023, and 2024 shows total assets of RMB 74.1655 million, RMB 80.2682 million, and RMB 80.6551 million respectively, with total liabilities increasing from RMB 69.4119 million to RMB 97.4544 million [14][20]. - The net profit for the years 2022, 2023, and 2024 is reported as RMB -9.2756 million, RMB -6.4466 million, and RMB -11.6917 million respectively, indicating a downward trend in profitability [14][20].

Core Insights - The overall revenue of China's security hardware market in Q1 2025 is approximately 2.87 billion RMB (around 390 million USD), showing a year-on-year decline of 9.5% [1] - The revenue from anti-DDoS solutions in Q1 2025 is about 100 million RMB (approximately 13.8 million USD) [1] Market Performance - The UTM firewall and UTM market combined revenue is around 1.84 billion RMB, with a year-on-year decline of 9.4% [8] - The SCM market, which includes web application firewalls and internet behavior management, has seen a slower decline, attracting user attention due to emerging market trends like large model applications [8] - The IDP and VPN markets have experienced year-on-year declines of 14.3% and 4.9%, respectively [8] Manufacturer Market Shares - In the UTM hardware market, major players include Sangfor, Qihoo 360, Hillstone Networks, Wangyuxingyun, and Fangte [3] - In the security content management hardware market, key manufacturers are Sangfor, Qihoo 360, H3C, NSFOCUS, and Anbotong [4] - The intrusion detection and prevention hardware market features major companies such as Venustech, NSFOCUS, H3C, Deepin Technology, and Huawei [5] Future Outlook - IDC anticipates that the security hardware market will experience a slight recovery in 2024 due to opportunities from national bonds and "national encryption" projects, but the policy-driven momentum in Q1 2025 is expected to be weaker than the previous year [9] - The demand for traditional security hardware is projected to stabilize in the long term, with a focus on product functionality integration to meet the evolving needs driven by technological advancements [9]

Group 1 - The launch of Doubao 1.6 marks a significant breakthrough for ByteDance in the domestic large model field, featuring three core models that support multimodal input and have a context processing capability of 256K [1] - Doubao 1.6 demonstrated strong intelligence by achieving excellent results in a simulated high school mathematics exam, showcasing its advanced thinking capabilities [1] - The introduction of the Seedance 1.0 pro video generation model revolutionizes video creation with smooth and natural scene transitions through multimodal position encoding technology [3] Group 2 - The full launch of the Doubao real-time voice large model highlights its wide application range, from AI video calls to AI podcast generation, marking a shift towards a multimodal interaction era [5] - ByteDance's Volcano Engine has introduced enterprise-level technologies like AICC secure computing and large model firewalls to address data security and privacy concerns for businesses using cloud AI services [5] - TRAE, an AI IDE launched by ByteDance, has made significant advancements in context understanding, execution capabilities, and intelligent system construction, with over 80% of internal engineers reportedly using it for development [7] Group 3 - The exhibition area showcased various AI innovations, including video generated by Seedance 1.0 pro, attracting significant attention and demonstrating the expanding boundaries of AI applications [10] - The continuous growth in daily token usage of the Doubao large model and its widespread application across various industries highlight its strong market influence and technical strength [10] - Volcano Engine is committed to providing developers with a more convenient, efficient, and cost-effective AI development environment through ongoing technological innovation and product upgrades [10]

智通财经APP获悉，思科(CSCO.US)正在对其网络和安全产品进行更新，以使人工智能网络运行速度更 快、安全性更高，这是其进一步利用人工智能领域支出增长这一契机所采取的举措之一。该公司周二表 示，新一代交换机(用于连接计算机系统的网络设备)的性能将提高 10 倍，这将有助于避免人工智能应 用在传输数据时出现瓶颈。 随着数据中心运营商试图处理来自云端以及公司内部的大量人工智能信息，网络速度已成为一个更为重 要的问题。思科公司总裁兼首席产品官Jeetu Patel在一次采访中表示，网络速度的下降可能会阻碍人工 智能模型的运行。这不仅适用于模型的开发阶段(即训练阶段)，也适用于模型的运行阶段(即推理阶 段)。 Patel表示，大规模的数据中心建设使思科公司变得更加重要。他补充称："人工智能在训练和推理过程 中都将受到网络的限制。由于网络速度慢导致计算机处理器在训练期间处于闲置状态，这简直就是浪费 钱。" 思科首席执行官Chuck Robbins在以280亿美元的价格收购 Splunk 公司后，一直将大量资源投入到人工 智能产品的开发中，并着重于安全和监控软件的研发。该公司表示，早在预期时间之前，就已从大型云 服务 ...

Core Insights - The article emphasizes the importance of information security level protection assessment as a foundational requirement for corporate compliance in the context of digital transformation [1][4] - It discusses optimizing the assessment fee structure and device configuration to enhance corporate security [1][4] Group 1: Device Configuration - A typical enterprise-level security device configuration should include boundary protection devices, access control systems, data security components, and monitoring response systems [4] - Boundary protection devices account for over 40% of the security budget, highlighting the principle of layered protection in security construction [5] Group 2: Assessment Fee Structure - The assessment fee varies based on system importance, network complexity, and the completeness of existing security measures [6] - For secondary systems, the basic assessment service ranges from 30,000 to 60,000 yuan, while for tertiary systems, it ranges from 15,000 to 30,000 yuan [6] Group 3: Cost Optimization Strategies - Companies are advised to implement a phased strategy, prioritize essential equipment deployment, and consider resource reuse to optimize cost-effectiveness [7] - A financial institution reduced its annual compliance costs by approximately 35% through effective planning of the assessment scope after adopting a hybrid cloud architecture [7] Group 4: Common Issues and Solutions - Common issues faced during the assessment process include extended assessment periods and unclear rectification standards, which can be mitigated by early preparation and clear communication with assessment agencies [8] - An internet company improved its operational efficiency by deploying an automated log management system, addressing compliance requirements while enhancing operational value [8] Group 5: Continuous Improvement Mechanism - Establishing a long-term maintenance mechanism for security assessments should include quarterly security configuration checks and semi-annual vulnerability scans [9][12] - Integrating security requirements into daily operations has proven effective, as demonstrated by an energy group that increased its re-assessment pass rate from 68% to 92% through process management [10]

Core Viewpoint - The company faces a complex market environment in the cybersecurity industry and has outlined four key operational focuses for 2025: "platform switching," "key industries," "over billion production lines," and "brand transformation" [1] Group 1: Industry Overview - The cybersecurity industry is experiencing structural changes, with a slowdown in overall growth due to global economic deceleration and tightening budgets from downstream clients, except for certain business-driven sectors [1] - Increased competition among vendors is evident as they vie for limited market share through various dimensions such as technology, pricing, and service [1] - Despite current challenges, the long-term outlook for the cybersecurity industry remains positive, driven by accelerated digital transformation and the growing importance of data security [3] Group 2: Company Performance - In Q1 2025, the company reported revenue of 158 million yuan, a year-on-year increase of 4.58%, but a net loss attributable to shareholders of 74.41 million yuan [2] - The company attributes the first-quarter loss to the seasonal nature of revenue distribution in the cybersecurity industry, where Q1 typically represents a smaller portion of annual revenue [2] Group 3: Strategic Initiatives - The company plans to leverage its competitive advantage in the firewall market by focusing on key industries such as finance, telecommunications, energy, and education, while enhancing product updates and channel partnerships to expand sales [1][4] - A "chip strategy" has been implemented, involving the development of self-researched ASIC security chips to improve product cost-effectiveness and establish long-term competitive advantages [3] - The company has increased its R&D investment to 87.66 million yuan in Q1 2025, representing 55.48% of its revenue, focusing on ASIC chip production and exploring AI opportunities [4]

我国传统产业具有基础稳固、体系完备、能力强大等特点，一个欣欣向荣的中国大市场，孕育着广阔增 量空间 增量空间在产业升级。今天，中国制造日新月异，技术革命一日千里。许多之前难以实现的设计、功 能、方案，都会因得益于此而成为现实。像心连心集团将煤炭资源"吃干榨净"，卫华集团研制出防摇摆 精确自动定位起重机等拳头产品，都得益于新技术赋能。与此同时，人工智能、工业互联网等新兴产业 加快成长，也让传统产业智能化改造条件更便利、成本更划算。不少企业乘着"两新"政策东风，适时进 行设备更新、工艺升级、数字赋能，进一步降本增效。总体看，传统产业、新兴产业、未来产业的耦合 联动、融通互促，会让各行业共同受益、携手发展。 为居民化解噪声困扰的隔声墙，不必挤占住房层高的吊顶系统，适用于剧院、酒店、会议中心等场景的 4小时防火墙……在河南新乡北新建材公司，记者被一个个解决用户痛点的新产品吸引，真是"没有做不 到，只有想不到"。 传统产业是制造业的基底，传统产业里也有新质生产力。主动开拓、积极作为，更加努力地响应和发掘 需求，老树也会"发新芽、长新枝、开新花、结新果"，传统产业就将迎来更大发展。 建材，典型的传统产业。近年来，房地产市 ...