证券日报网讯 12月29日，三六零（601360）在互动平台回答投资者提问时表示，公司秉 持"AllInAgent"战略，凭借在搜索领域的深厚积累，构筑了五大AI优势：一是技术优势，公司长期跟踪 Bert、GPT等NLP前沿技术发展，持续在基础技术研究上投入，构建了坚实的技术底座。二是数据优 势，公司依靠"360浏览器""360搜索"等高频流量入口，拥有10TB+跨行业、多语种的高质量训练数据， 为模型提供优质语料。三是搜索增强优势，公司将搜索与大模型深度融合，通过数据更新与知识校准， 较为有效解决"幻觉"问题，提升AI的准确性。四是场景优势，公司拥有亿级用户的真实应用场景，不仅 能验证产品、锚定真实需求，更能通过用户反馈反哺模型进化。五是算力和资金优势，公司充足的算力 与200多亿元资金储备，为上述优势的持续发力提供了坚实保障。当前公司自研AI产品体系涵盖通用大 模型、AI应用、AI硬件、AI安全产品和各类智能体等，包括360智脑大模型、360安全大模型、纳米 AI、360AInote、360安全智能体等。其中纳米AI不但具备文字聊天和超级搜索能力，而且内置了适用多 类场景的百款自研智能体。 ...

（原标题：三六零获评年度卓越人工智能应用企业，周鸿祎荣膺年度卓越领袖?） 一、以"安全智能体"筑牢基石，AI应用打开增长新空间 若将时间轴拉长，会发现这家公司进入AI的方式，与大多数"模型公司"有着明显不同。 三六零的底色，并不是算法实验室，而是真实、长期、高频的安全与互联网场景。 从最早的360安全卫士、浏览器、导航，到后来面向政企的安全大脑、攻防体系，公司在过去二十年中 持续沉淀的是两样东西：一是对用户行为的理解能力，二是对风险、威胁与异常的识别经验。这些能力 在传统互联网时代，更多体现为安全工具；而在AI时代，则天然适合作为"智能体"的训练土壤。 2026年12月22日，在格隆汇"金格奖"年度评选中，三六零获得"年度卓越人工智能应用企业"，同时，公 司创始人兼CEO周鸿祎获评"年度卓越领袖"。 随着AI战略取得成绩，在经历了数年的战略调整、业务波动与市场质疑之后，三六零正在被重新放回 到一个更长周期的框架中审视。 市场开始看到，这家以安全起家的老牌互联网公司，基本完成了从"工具型软件厂商"向"AI应用平台型 公司"的实质性演化，并由此具备被重新定价的基础。 也正因如此，三六零并没有选择在参数规模或通用模 ...

2026年12月22日，在格隆汇"金格奖"年度评选中，三六零获得"年度卓越人工智能应用企业"，同时，公司创始人兼 CEO周鸿祎获评"年度卓越领袖"。 随着AI战略取得成绩，在经历了数年的战略调整、业务波动与市场质疑之后，三六零正在被重新放回到一个更长周期 的框架中审视。 市场开始看到，这家以安全起家的老牌互联网公司，基本完成了从"工具型软件厂商"向"AI应用平台型公司"的实质性 演化，并由此具备被重新定价的基础。 一、以"安全智能体"筑牢基石，AI应用打开增长新空间 若将时间轴拉长，会发现这家公司进入AI的方式，与大多数"模型公司"有着明显不同。 三六零的底色，并不是算法实验室，而是真实、长期、高频的安全与互联网场景。 从最早的360安全卫士、浏览器、导航，到后来面向政企的安全大脑、攻防体系，公司在过去二十年中持续沉淀的是 两样东西：一是对用户行为的理解能力，二是对风险、威胁与异常的识别经验。这些能力在传统互联网时代，更多体 现为安全工具；而在AI时代，则天然适合作为"智能体"的训练土壤。 也正因如此，三六零并没有选择在参数规模或通用模型能力上与头部大厂正面竞争，而是确立了"AI+安全"的双主线 战略——其核 ...

Core Insights - The article discusses the integration of AI technology into industrial production lines, emphasizing the need for quantifiable and verifiable productivity improvements [1] - 360's "AI Advanced Productivity TOP10" cases showcase successful AI applications across various sectors, providing a practical guide for industries [1] Group 1: AI in Security and Critical Infrastructure - In the security field, a shift from "passive response" to "proactive defense" has been achieved, with 360's AI solutions significantly improving response times and operational efficiency [3] - The introduction of 360's security AI in Chongqing University led to a 90% accuracy rate in threat assessment and a 70% reduction in operational consultation volume [3] - The energy sector has seen enhanced operational efficiency and reduced communication costs through the implementation of an AI-enabled industrial control system [3] Group 2: AI in Finance - Dongwu Securities improved security incident response efficiency by 90% and reduced operational time by 40% after integrating 360's AI solutions [4] Group 3: AI in Public Services and Operations - In the public sector, 360's AI solutions have streamlined data governance, achieving over 95% accuracy in policy matching and reducing application processing time to 30 minutes [7] - The integration of AI in Ningbo Beilun District has lowered operational costs for enterprises by improving policy matching and reducing complexity in application processes [7] Group 4: AI in Healthcare and Other Industries - 360's collaboration with Huifeng Technology in the healthcare sector has enabled hospitals to build AI capabilities at a lower cost, addressing challenges like insufficient computing power and data silos [6] - Shanghai Electric's partnership with 360 has led to an 80% increase in work efficiency in high-value business scenarios through the establishment of an enterprise-level knowledge base [5] Group 5: Strategic Vision and Future Directions - The article highlights the importance of "human-machine collaboration" over "machine replacement," indicating a strategic shift in AI integration [7] - 360's "AllIn Agent" strategy aims to enhance AI technology's usability and effectiveness, contributing to the high-quality development of China's digital economy [7]

根据蘑星AI的最新研究报告，2023年至2025年，AI软件应用将全面进入"L3认知型智能体"时代。这一阶段的智能体不再是简单的自动化脚本或对话程序， 而是融合了大规模预训练模型与深厚领域知识的"数字专家"，正在深刻重塑各行各业的竞争力格局。 Midjourney为代表的内容创作工具，已使超50%的年轻职场人将AI作为日常生产力倍增器。 报告分析认为，这一转变意味着企业间的竞争维度正被重新定义。拥有领先的AI认知能力，即能够更高效地训练和利用专属"数字专家"的企业，将在产品创 新、客户服务、运营效率等方面建立新的壁垒。能否成功跨越到L3阶段，并实现智能体与组织、业务流程的深度融合，已成为区分行业领导者与跟随者的 关键标尺。未来两年，将是各行业构建自身"认知智能"护城河的黄金窗口期。 在企业运营层面，认知型智能体已渗透至核心价值链。例如，腾讯云智能体平台能够辅助开发者，将代码编写效率提升高达40%；京东的供应链智能体可进 行动态优化决策；360安全智能体将威胁检测的准确率提升了20%。这些"数字员工"正将AI从后台支持角色推向业务前线。在个人应用领域，以Notion AI、 ...

会上，三六零集团创始人周鸿祎发表演讲。他指出，漏洞的存在已彻底改变了网络安全的游戏规则。攻 击者无需强攻，仅需利用一个漏洞，通过一封恶意邮件或一个特殊数据包，就能绕过防火墙等传统防 护，直接入侵系统。更令人担忧的是"黑客智能体"的出现，将进一步加剧网络攻防的不对称性。 作为首家以智能体驱动安全的公司，360基于安全大模型、知识库、工作流和专用工具，打造了多款专 业安全智能体。安全智能体可以复刻人类高级安全专家的能力，快速响应和处理安全事件，有效应 对"黑客智能体"。 具体而言，360智能体工厂打造的漏洞挖掘蜂群智能体，能够实现安全漏洞的自动化分析和发现。运营 人员仅需输入漏洞编号，系统便能自动完成漏洞运营的全链条操作，实现全程无需人工干预的自动化处 置。 周鸿祎表示，"AI既是新质生产力与安全防御的新载体，也是全新的风险源头。360愿与各界携手，共同 筑牢数字安全底座。" 新浪科技讯 12月11日中午消息，日前，第十五届网络安全漏洞分析与风险评估大会（VARA大会）在天 津开幕。据了解，VARA大会是国内网络安全领域极具影响力的年度盛会，创办于2008年，是凝聚"政 产学研用"各方力量的重要交流平台。 在本次 ...

Group 1 - The core viewpoint of the report indicates that the AI industry is transitioning from "tool innovation" to "ecosystem integration," with an expected surge in AI application performance due to industry inflection points [2][6] - The launch of Alibaba's "Qianwen" app marks a significant step towards the "ecosystem" phase of AI applications, aiming to create a comprehensive personal AI assistant that integrates various life services [3][6] - The report highlights that AI application companies are beginning to show signs of performance inflection, with vertical applications validating business models and revealing profit potential [2][6] Group 2 - The report notes that since 2025, the AI industry chain has experienced a rotation in market performance, with AI applications showing limited growth compared to other segments, suggesting a high cost-performance ratio for investments in AI applications [2][6] - The report cites that as of September 2025, the number of monthly active users for AI applications in China has surpassed 729 million, indicating a significant increase in user engagement [5] - The performance reversal of AI applications is attributed to the accelerated penetration rate and the initial success of vertical application commercialization, with notable profit growth in companies like 360 and Kingsoft [4][5]

Core Viewpoint - The company has made significant progress in the "AI + Security" sector, showcasing its strategic layout and innovative achievements during the investor meeting on September 11, 2025 [1] Financial Performance - In the first half of 2025, the company achieved operating revenue of 3.827 billion yuan, a year-on-year increase of 3.67% [1] - The net profit attributable to shareholders was -282 million yuan, a reduction in loss by 59 million yuan compared to the previous year, indicating an improving operational trend [1] - Research and development expenses reached 1.565 billion yuan, accounting for 40.89% of operating revenue, reflecting a strong commitment to technological innovation [1] AI Developments - The company has made breakthroughs in artificial intelligence, with monthly web visits for its Nano AI products exceeding 450 million, ranking second in domestic search and third in intelligent agents [1] - Active users of Nano AI surpassed 12 million, placing the company among the top 10 in the domestic market [1][2] Technological Advancements - The latest model "360zhinao2-o1.5" was released in 2025, showing significant improvements in mathematical and scientific reasoning capabilities, ranking among the top tier of domestic large models [2] - The company launched the "360 Security Intelligent Agent," reconstructing the digital security defense system with over 100 expert-level intelligent agents deployed in various security scenarios [2] - The company has identified 58 APT organizations, accounting for 98% of all APTs discovered in the country, demonstrating its strong capabilities in cybersecurity [2] Shareholder Returns - Since its restructuring and listing in 2018, the company has distributed a total of approximately 4.334 billion yuan in cash dividends, with a planned distribution of 1 yuan per 10 shares for the 2024 fiscal year, totaling around 700 million yuan [2] Future Outlook - The company aims to continue its vision of becoming the safest AI innovator, focusing on the "AI + Security" field through technological innovation and business upgrades to create greater value for investors [2]

Group 1 - The State Council released an opinion on August 26 to implement the "Artificial Intelligence +" initiative, aiming to deeply integrate AI with various sectors and reshape production and living paradigms [1][2] - The opinion outlines a clear roadmap for AI development in China over the next decade, with goals for 2027, 2030, and 2035, including achieving over 70% penetration of new intelligent terminals and agents by 2027 [2][3] - Key actions and foundational support capabilities are detailed in the opinion, focusing on technology, industry development, consumer quality, public welfare, governance, and global cooperation [4][6] Group 2 - Companies like MiniMax and Jieyue Xingchen expressed strong support for the opinion, indicating their commitment to leveraging AI in various industries, with MiniMax planning to provide enterprise-level services [3][5] - The opinion emphasizes the importance of AI in enhancing public welfare, particularly in healthcare, with a focus on improving grassroots medical services through AI applications [5][6] - The document highlights the need for a robust action framework to support the ambitious goals set forth, including the development of a secure and controllable AI ecosystem [6][7]

Core Viewpoint - The Chinese government has released an opinion document to implement the "Artificial Intelligence +" initiative, aiming to deeply integrate AI with various sectors of the economy and society, thereby reshaping production and living paradigms and accelerating a revolutionary leap in productivity and transformation of production relations [1][2]. Group 1: Strategic Goals and Implementation - The opinion outlines a clear roadmap for AI development over the next decade, with goals set for 2027, 2030, and 2035, including achieving over 70% penetration of new intelligent terminals and agents by 2027, and over 90% by 2030 [2][3]. - The document emphasizes the importance of intelligent agents and new intelligent terminals as key enablers for industry transformation, with global AI companies actively pursuing their application [2][3]. Group 2: Industry Support and Applications - Companies like MiniMax and Jiyue Xingchen express strong support for the strategic deployment, focusing on enterprise-level applications and specific industry scenarios to enhance the penetration of intelligent terminals and agents [3][4]. - The opinion highlights six key areas for action, including scientific technology, industry development, consumer quality improvement, public welfare, governance capability, and global cooperation, along with eight foundational support capabilities [4][5]. Group 3: AI in Healthcare and Open Source - The document proposes promoting high-level health assistants accessible to all, enhancing grassroots healthcare services through AI applications in diagnosis, health management, and insurance services [4][5]. - The open-source ecosystem is emphasized, with companies like Zero One Wanwu highlighting the competitive edge of Chinese open-source models, which are becoming comparable to top closed-source models [5][6]. Group 4: Security and Challenges - The opinion addresses the need for a robust security framework, mentioning the emergence of "intelligent hackers" and the evolving nature of cyber threats, which necessitates advanced security measures [6][7]. - Key challenges identified include the need for a domestically controlled computing platform for large models, data governance, and the integration of AI into complex physical scenarios [6][7].