Core Viewpoint - The company has developed high-speed link encryption products that support quantum key distribution, which can be widely used in quantum communication and encryption fields [1] Group 1: Product Performance - The recently tested 200G high-speed link encryption gateway shows performance metrics that are several to dozens of times better than traditional solutions, with encryption capabilities exceeding 200 Gbps and latency below 5 microseconds [1] - The product's performance has reached international standards, surpassing mainstream 100G products, and fills a gap in security protection technology for 100G/200G backbone links in the context of "East Data West Computing" and intelligent computing centers [1] Group 2: Application Areas - The product is expected to be widely applied in high-value sectors such as finance, intelligent computing, and data centers, particularly in low-latency scenarios like high-frequency trading, intelligent computing center construction, and secure interconnectivity in backbone networks [1]

Core Points - The company will hold a performance briefing on October 14, 2025, to discuss its half-year results and financial status [2][3][4] - The briefing will be conducted online via the Shanghai Stock Exchange Roadshow Center, allowing for interactive communication with investors [3][4] - Investors can submit questions from September 29 to October 13, 2025, and the company will address common concerns during the briefing [2][4] Meeting Details - The meeting is scheduled for October 14, 2025, from 10:00 to 11:00 AM [4] - It will take place at the Shanghai Stock Exchange Roadshow Center [4] - Key personnel attending include the Chairman, General Manager, Deputy General Manager, and Financial Director [4] Participation Information - Investors can participate online during the meeting through the Shanghai Stock Exchange Roadshow Center [4][5] - Questions can be pre-submitted via the Roadshow Center's website or through the company's email until October 13, 2025 [4][5] - After the meeting, the main content and proceedings will be available for review on the Roadshow Center [5]

会议召开时间：2025 年 10 月 14 日(星期二)上午 10:00-11:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 证券代码：688651 证券简称：盛邦安全 公告编号：2025-033 远江盛邦安全科技集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 投资者可于 2025 年 09 月 29 日（星期一）至 10 月 13 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir_public@webray.com.cn 进行提问。公司将在说明会上对投资者普遍关注的问 题进行回答。 远江盛邦安全科技集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日发布公司《2025 年半年度报告》，为便于广大投资者更全面深入地了解 公司 2025 ...

Core Viewpoint - Shengbang Security experienced a decline of 1.85% on September 23, with a trading volume of 69.84 million yuan, indicating a challenging market environment for the company [1]. Financing Summary - On September 23, Shengbang Security had a financing buy-in amount of 6.27 million yuan and a financing repayment of 7.47 million yuan, resulting in a net financing buy of -1.20 million yuan [1]. - The total financing and securities balance for Shengbang Security as of September 23 is 107 million yuan, which accounts for 9.24% of its market capitalization, indicating a low financing balance compared to the past year [1]. - The company had no shares sold or repaid in the securities lending market on September 23, with a securities lending balance of 0.00 shares, placing it in a high position relative to the past year [1]. Business Performance - As of June 30, Shengbang Security reported a total revenue of 106 million yuan for the first half of 2025, reflecting a year-on-year growth of 10.98% [2]. - The company recorded a net profit attributable to shareholders of -36.41 million yuan, a significant decrease of 94.80% compared to the previous period [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Shengbang Security increased by 15.54% to 4,105, while the average circulating shares per person decreased by 13.45% to 7,676 shares [2]. - The total cash distributed by Shengbang Security since its A-share listing amounts to 4.51 million yuan [3]. - The largest circulating shareholder is Changcheng Jiujia Innovation Growth Mixed A, holding 1.50 million shares, with no change in the number of shares held compared to the previous period [3].

国泰海通证券股份有限公司 关于远江盛邦安全科技集团股份有限公司 2025 年度持续督导半年度跟踪报告 | 保荐机构名称：国泰海通证券股份有限公司 | 被保荐公司简称：盛邦安全 | | --- | --- | | 保荐代表人姓名：董冰冰、张扬文 | 被保荐公司代码：688651.SH | 重大事项提示 经中国证券监督管理委员会《关于同意远江盛邦（北京）网络安全科技股份 有限公司首次公开发行股票注册的批复》（证监许可[2023]1172 号文）批复，远 江盛邦安全科技集团股份有限公司（以下简称"上市公司"、"公司"或"发行 人"）首次公开发行人民币普通股（A 股）1,888.00 万股，每股面值人民币 1 元， 每股发行价格人民币 39.90 元，募集资金总额为人民币 75,331.20 万元，扣除发 行费用后，实际募集资金净额为人民币 67,230.02 万元。本次发行证券已于 2023 年 7 月 26 日在上海证券交易所上市。国泰海通证券股份有限公司（以下简称"保 荐机构"或"国泰海通"）担任其持续督导保荐机构，持续督导期间为 2023 年 7 月 26 日至 2026 年 12 月 31 日。 1 | 项 ...

Group 1 - The core viewpoint of the news is the performance and financial metrics of Shengbang Security, which saw a stock price increase of 5.16% to 38.94 CNY per share, with a trading volume of 130 million CNY and a turnover rate of 10.53%, resulting in a total market capitalization of 2.936 billion CNY [1] - Shengbang Security, established on December 7, 2010, specializes in the research, production, sales, and provision of professional information security services, with its main business revenue composition being 77.56% from cybersecurity products and services, 16.23% from cyberspace mapping, 6.11% from satellite internet security, and 0.09% from other sources [1] Group 2 - From the perspective of fund holdings, Xinhua Fund has a significant position in Shengbang Security, with its Xinhua Small and Medium-sized Value Selection Mixed Fund (519097) reducing its holdings by 7,150 shares in the second quarter, maintaining a total of 14,500 shares, which represents 0.85% of the fund's net value, ranking it as the third-largest holding [2] - The Xinhua Small and Medium-sized Value Selection Mixed Fund (519097) has achieved a year-to-date return of 41.63%, ranking 1,437 out of 8,172 in its category, and a one-year return of 58.41%, ranking 2,421 out of 7,980 [2]

Group 1 - The core viewpoint of the news is that Shengbang Security has seen a significant increase in its stock price, rising by 5.51% to reach 39.48 CNY per share, with a total market capitalization of 2.977 billion CNY [1] - Shengbang Security, established on December 7, 2010, specializes in the research, production, and sales of information security products, as well as providing professional information security services [1] - The company's main business revenue composition includes 77.56% from cybersecurity products and services, 16.23% from cyberspace mapping, 6.11% from satellite internet security, and 0.09% from other sources [1] Group 2 - Among the top circulating shareholders of Shengbang Security, Changcheng Fund's Changcheng Jiujia Innovation Growth Mixed A (004666) holds 1.5 million shares, accounting for 4.76% of the circulating shares, with an estimated floating profit of approximately 3.09 million CNY [2] - Changcheng Jiujia Innovation Growth Mixed A (004666) was established on July 5, 2017, with a latest scale of 2.051 billion CNY, achieving a year-to-date return of 28.5% and a one-year return of 97.48% [2] - The fund manager, You Guoliang, has been in position for 5 years and 324 days, with the fund's total asset scale at 3.805 billion CNY, achieving a best return of 135.62% during his tenure [3]

Group 1 - The core viewpoint of the news is that Shengbang Security experienced a decline in stock price, closing at 37.04 CNY per share, with a trading volume of 84.96 million CNY and a turnover rate of 6.92%, resulting in a total market capitalization of 2.793 billion CNY [1] - Shengbang Security Technology Group Co., Ltd. was established on December 7, 2010, and went public on July 26, 2023. The company specializes in the research, production, sales of information security products, and provides professional information security services [1] - The main revenue composition of Shengbang Security includes: 77.56% from cybersecurity products and services, 16.23% from cyberspace mapping, 6.11% from satellite internet security business, and 0.09% from other sources [1] Group 2 - From the perspective of fund holdings, the Guoxin Guozheng Fund has a significant position in Shengbang Security, with the Guoxin Guozheng New Sharp A fund holding 90,000 shares, accounting for 2.23% of the fund's net value, ranking as the eighth largest holding [2] - The Guoxin Guozheng New Sharp A fund was established on April 15, 2015, with a latest scale of 137 million CNY. It has achieved a year-to-date return of 35.67% and a one-year return of 90.82%, ranking 481 out of 7984 in its category [2] - The fund manager, Zhang Honglei, has been in position for 4 years and 4 days, with a total asset scale of 157 million CNY. The best return during his tenure is 43.71%, while the worst return is -13.4% [2]

Group 1 - The company Shengbang Security (688651.SH) reported a revenue of 106 million yuan for the first half of 2025, representing a year-on-year increase of 10.98% [1][3] - The net profit attributable to shareholders was -36.41 million yuan, compared to -18.69 million yuan in the same period last year, indicating a worsening financial performance [1][3] - The net cash flow from operating activities was -25.81 million yuan, an improvement from -39.18 million yuan in the previous year [1][3] Group 2 - In 2024, the company achieved a revenue of 294 million yuan, a slight increase of 0.93% year-on-year, but the net profit attributable to shareholders decreased by 96.17% to 162.85 thousand yuan [3] - The net profit excluding non-recurring gains and losses was -720.69 thousand yuan, down from 3.46 million yuan in the previous year [3] - The net cash flow from operating activities for 2024 was -6.34 million yuan, worsening from -1.07 million yuan in the previous year [3] Group 3 - Shengbang Security was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 26, 2023, with an issuance of 18.88 million shares at a price of 39.90 yuan per share [4] - The company raised a total of 753.31 million yuan, with a net amount of 672.30 million yuan, exceeding the original plan by 107.18 million yuan [4] - The funds raised are intended for projects including cyberspace mapping, industrial internet security, digital marketing network construction, R&D center establishment, and working capital replenishment [4]

Group 1 - The core viewpoint of the news is the performance and financial details of Shengbang Security, which saw a stock price increase of 5.02% to 39.33 CNY per share, with a total market capitalization of 2.965 billion CNY [1] - Shengbang Security, established on December 7, 2010, specializes in the research, production, and sales of information security products, with its main revenue sources being 77.56% from cybersecurity products and services, 16.23% from cyberspace mapping, and 6.11% from satellite internet security [1] Group 2 - Longcheng Fund's Longcheng Jiujia Innovation Growth Mixed A Fund (004666) is among the top ten circulating shareholders of Shengbang Security, holding 1.5 million shares, which accounts for 4.76% of the circulating shares [2] - The Longcheng Jiujia Innovation Growth Mixed A Fund has achieved a year-to-date return of 31.49% and a one-year return of 97.42%, ranking 2009 out of 8248 and 375 out of 8051 in its category, respectively [2] Group 3 - The fund manager of Longcheng Jiujia Innovation Growth Mixed A Fund is You Guoliang, who has been in the position for 5 years and 322 days, with the fund's total asset size at 3.805 billion CNY [3] - During You Guoliang's tenure, the best fund return was 135.62%, while the worst return was -10.39% [3]