国内资讯 智源发布多模态世界大模型悟界·Emu3.5，可实现跨场景具身操作 智源发布多模态世界大模型 Emu3.5，以自回归方式实现了对多模态序列的"Next-State Prediction(NSP)"，获得了可泛化的世界建模能力。在场景应用层面，模型不仅能实现跨场景的具身操 作、具备泛化的动作规划与复杂交互能力，也能完成文图生成、图片编辑与时空变换。 零一万物联合开源中国发布 "Open AgentKit 平台" 11月1日消息，在全球开源技术峰会 GOTC 2025上，零一万物联合开源中国发布 "Open AgentKit 平 台"（简称OAK）。OAK 是一个专为开发者打造的一站式开源解决方案，旨在通过其开放、可组合、 可观测的四大核心模块——Framework、Runtime、Builder 和 Studio——覆盖从构建、测试、部署到监 控的 AI Agent 全开发周期。该平台强调跨生态兼容与低门槛开发，希望通过开源社区共建，推动智能 体生态自由生长，实现 AI Agent的高效与普及。 【产业互联网周报将整合本周最重要的企业级服务、云计算、大数据领域的前沿趋势、重磅政策及行研 报告。】 玻色量 ...

Core Insights - Several cybersecurity companies reported revenue growth or reduced losses in Q3 2023, driven by diversification into new business scenarios and the adoption of AI technology [1] Group 1: Revenue Growth and Loss Reduction - 360 achieved revenue of 6.068 billion yuan in the first three quarters, an increase of 8.18% year-on-year, while net losses narrowed to 122 million yuan from 579 million yuan, a reduction of approximately 78.93% [1] - Green Alliance Technology reported revenue of 1.28 billion yuan, a slight increase compared to the previous year, with net losses of 196 million yuan, a year-on-year reduction of 39.85% [1] - Companies are exploring new markets such as satellite internet and industrial control to drive revenue growth [1] Group 2: AI Integration and Innovation - AI has become a key efficiency booster in the cybersecurity industry, with 97% of surveyed companies using or planning to deploy AI-enabled cybersecurity solutions [3] - Fortinet's report indicates that 87% of industry experts expect AI to enhance efficiency, while 80% of respondents noted improvements in team productivity due to AI [3] - Companies like Green Alliance Technology are focusing on AI security, data security, and practical defense, integrating intelligent capabilities into traditional security products [4] Group 3: Investment in R&D and Technology - Shengbang Security's R&D investment reached 66.65 million yuan in the first three quarters, a year-on-year increase of 22.98%, accounting for 42.90% of revenue [6] - Qi An Xin's R&D investment totaled 835 million yuan, representing 29.41% of revenue, focusing on proactive defense and privacy computing [6] - Companies are continuously investing in technology innovation to enhance competitiveness and adapt to industry trends [6]

"近一年来，新应用、新业务涌现，海洋领域使用卫星互联网的船舶数量从2022年的500艘增至近期7.5 万艘，航空领域飞机适配数量从2024年的160架增至2025年的2000架，相关应用爆发式增长。"盛邦安全 董事长权晓文近日在公开活动中称。 北信源在语言智能与安全通信融合方面进行探索，借助AI语音翻译大模型，布局企业端和消费端市 场。一方面通过"信源密信"服务政企用户，另一方面推出"爱传"（AItran）APP，具备1至2秒低延迟、 多语同步翻译、口音识别与术语智能匹配等功能，适用于外交、政务、商用等多类场景。此外，北信源 9月还在投资者互动平台表示，公司将关注低空经济领域的发展趋势和技术进步，丰富公司产品应用。 奇安信深入探索更"专"、更高要求的工业控制领域。在投资者关系活动中，奇安信高管表示，过去安全 服务主要面向互联网领域，而生产领域有较为复杂的系统、装置，以及比较独特的协议，每个行业各有 不同。"在工业控制领域中，尤其是能源和特种行业，所需产品与整个装置装备相结合，都有明显的行 业特征。我们这部分叫作小批量行业专用产品，盈利能力较强且进入壁垒很高。今年上半年公司在这个 领域的新签订单额同比增长超过6 ...

Core Insights - Several publicly listed cybersecurity companies reported third-quarter earnings, with some achieving revenue growth or reduced losses in the first three quarters of the year. Embracing AI technology and exploring diverse business scenarios are key strategies for these companies to enhance quality and drive transformation [1] Group 1: Revenue Growth and Loss Reduction - 360 (601360) reported revenue of 6.068 billion yuan, an increase of 8.18% year-on-year, while net loss attributable to shareholders was 122 million yuan, a reduction of approximately 78.93% compared to a net loss of 579 million yuan in the same period last year [2] - Green Alliance Technology (300369) achieved operating revenue of 1.28 billion yuan, a slight increase compared to the same period last year, with a net loss of 196 million yuan, a year-on-year reduction of 39.85% [2] - Companies are exploring new markets such as satellite internet and industrial control to tap into incremental market opportunities [2] Group 2: AI Integration and Innovation - AI has become a key efficiency booster in the cybersecurity industry, with 97% of surveyed enterprises using or planning to deploy AI-enabled cybersecurity solutions. 87% of industry experts expect AI to enhance efficiency, and 80% reported improved team productivity due to AI [4] - North Trust Source (300352) is exploring the integration of language intelligence and secure communication, leveraging AI voice translation models for both enterprise and consumer markets [3] - Green Alliance Technology focuses on AI security, data security, and practical offense and defense, integrating intelligent capabilities into traditional security products [5][6] Group 3: Investment in R&D and Innovation - Companies are continuously investing in technological innovation to enhance competitiveness. For instance, Shengbang Security's R&D investment reached 66.65 million yuan in the first three quarters, a year-on-year increase of 22.98%, accounting for 42.90% of its revenue [8] - Qianxin's R&D investment totaled 835 million yuan in the first three quarters, representing 29.41% of its revenue, focusing on key technology areas such as proactive defense and privacy computing [8] - The rapid development of large models is reshaping the offensive and defensive ecosystem, accelerating the implementation of proactive defense systems [7]

Core Insights - The company reported a revenue of 155 million yuan for the first three quarters of 2025, representing a year-on-year growth of 8.49% [1] - Research and development investment totaled 66.6497 million yuan, showing a year-on-year increase of 22.98% [2] Business Development - The company is focusing on satellite internet security, developing new applications for low-altitude economy and commercial aerospace [1] - It is actively engaging in personal information protection under the new regulations and strengthening its network space mapping business [1] Product Innovation - The company launched a self-developed 200G high-speed link encryption gateway, which significantly outperforms traditional solutions in key metrics [2] - The company achieved second place in a national competition for AI technology applications in network security, enhancing its AI and security integration capabilities [2] Strategic Positioning - As a leading provider of integrated air-space-ground security products, the company is committed to increasing R&D investment and optimizing its product matrix [2] - The company aims to capture opportunities in satellite internet security and network identity authentication, enhancing its market competitiveness and technological innovation [2]

Core Viewpoint - The company, Shengbang Security, reported a revenue of 155.35 million yuan for the first three quarters of 2025, marking an 8.49% year-on-year increase, while R&D investment reached 66.65 million yuan, up 22.98% year-on-year, indicating strong growth in satellite internet security and related sectors [2][3]. Group 1: Financial Performance - The company achieved a revenue of 155.35 million yuan in the first three quarters of 2025, reflecting an 8.49% increase compared to the previous year [2]. - R&D investment for the same period was 66.65 million yuan, which is a 22.98% increase year-on-year [3]. Group 2: Business Development and Innovations - Shengbang Security is focusing on satellite internet security, developing new applications for low-altitude economy and commercial aerospace, and enhancing personal information protection under new regulations [2]. - The company launched a 200G high-speed link encryption gateway product, which significantly outperforms traditional solutions in key metrics, establishing a new industry benchmark in global high-speed communication security [3]. - The company has been recognized as a key technical support unit for cybersecurity by various government bodies, and it released the first annual report on dark web monitoring in the industry [3]. Group 3: Strategic Focus - The company adheres to a development philosophy of "precision, focus, and depth," continuously increasing R&D investment and optimizing its product matrix to strengthen its advantages in network security and spatial mapping [4]. - Shengbang Security aims to seize opportunities in satellite internet security and network identity authentication, enhancing its scale, technological innovation capabilities, and market competitiveness [4].