电科网安(002268) - 电科网安调研活动信息

Group 1: Company Performance - The company has maintained a growth trend over the past three years, with continuous revenue growth and a decrease in accounts receivable, leading to a sustained net inflow of operating cash flow [1] - The cybersecurity industry exhibits significant seasonal characteristics, but the company achieved profitability in Q3 2021 and has already reported profitability in the first half of 2022, indicating notable improvement in seasonal imbalance [1] - The management is confident about future development [1] Group 2: Data Security Services - The company collaborates with Century Huatong's Shengqu Games to provide a third-party trusted data security protection platform, utilizing a SaaS service model and charging based on the number of registered users in online games [1] - The data security protection needs in the market are broad, including compliance services for gaming scenarios, behavioral data from apps, and data asset trading [2] - The company assists enterprises in establishing internal logic for data security construction and risk control methods [2] Group 3: Industry Outlook - The Ministry of Industry and Information Technology and other departments have set a target for the data security industry to exceed 150 billion yuan by 2025, indicating a vast growth potential as the industry is still in its early development stage [2] - The impact of the pandemic on the company has been limited due to the implementation of localized service strategies [2]