Group 1 - The company, Shengbang Security, announced a lease agreement for office space to support its operational needs, renting 292.4 square meters in Beijing for a total of 640,400 yuan over three years [1] - The monthly rent for the leased property is set at 17,800 yuan, excluding tax, with payments made quarterly [1] - In 2024, the company's revenue composition is heavily weighted towards the information security sector, accounting for 99.91% of total revenue [1] Group 2 - The current market capitalization of Shengbang Security is reported to be 3 billion yuan [2]

Core Viewpoint - Shengbang Security (688651.SH) announced that its wholly-owned subsidiary, Beijing Shengbang Saiyun Technology Co., Ltd., plans to sign a lease agreement with related party Meng Xianying for office space in Beijing, indicating a strategic move to secure operational facilities [1] Summary by Categories Lease Agreement Details - The lease will cover an area of 292.4 square meters [1] - The lease term is set for 3 years, from November 12, 2025, to November 11, 2028 [1] - The monthly rent is 17,800 yuan (excluding tax), leading to a total rental amount of 640,400 yuan (excluding tax) over the lease period [1]

证券代码：688651 证券简称：盛邦安全 公告编号：2025-034 远江盛邦安全科技集团股份有限公司 关于签订房屋租赁合同暨关联交易的公告 一、关联交易概述 因公司办理重要经营资质，需要租赁一处较长时间稳定不变的房产，公司全 资子公司盛邦赛云拟与公司关联人孟显英女士签订房屋租赁合同，租赁其位于北 京市昌平区回龙观街龙域北街 8 号院 1 号楼 B 座 505 室作为办公场地，租赁面积 为 292.4 平方米，租赁期为 3 年，自 2025 年 11 月 12 日至 2028 年 11 月 11 日止， 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、准确性和完整性依法承担法律责任。 重要内容提示： 远江盛邦安全科技集团股份有限公司（以下简称"盛邦安全"或"公司"） 全资子公司北京盛邦赛云科技有限公司（以下简称"盛邦赛云"或"公司子公司"） 拟与关联人孟显英女士（以下简称"关联人"）签订房屋租赁合同，租赁其位于 北京市昌平区回龙观街龙域北街8号院1号楼B座505室作为办公场地，租赁面积为 292.4平方米，租赁期为3年，自2025年11月12日至2028 ...

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 签订房屋租赁合同暨关联交易的核查意见 截至本次关联交易，过去12个月内公司与同一关联人发生或与不同关联人 之间交易标的类别相关的关联交易均未达到3,000万元以上，且未达到公司最近 一期经审计总资产或市值的1%以上，故本次关联交易事项无需提交股东大会审 议。 二、关联方基本情况及关联关系说明 （一）关联关系说明 | 序号 | 关联方 | 与上市公司的关联关系 | | --- | --- | --- | | 1 | 孟显英 | 实际控制人的配偶 | （二）关联方基本情况 | 姓名 | 性别 | 国籍 | 最近三年的职业和职务 | | --- | --- | --- | --- | | 孟显英 | 女 | 中国 | 自由职业 | 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作 为远江盛邦安全科技集团股份有限公司（以下简称"盛邦安全"或"公司"） 首次公开发行股票并在科创板上市及持续督导的保荐机构，根据《证券发行上 市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证券交 易所科创板上市公司自律监管指引第 1 号——规范运 ...

Core Viewpoint - The company Shengbang Security (688651.SH) announced a lease agreement for office space with a related party, indicating ongoing operational expansion and investment in infrastructure [1] Summary by Categories Lease Agreement Details - Shengbang Security's wholly-owned subsidiary, Beijing Shengbang Saiyun Technology Co., Ltd., plans to sign a lease contract with related party Meng Xianying for office space located at 505, Building B, No. 1, Longyu North Street, Huilongguan, Changping District, Beijing [1] - The leased area is 292.4 square meters, with a lease term of 3 years from November 12, 2025, to November 11, 2028 [1] - The monthly rent is set at 17,800 yuan (excluding tax), resulting in a total rent of 640,400 yuan (excluding tax) over the lease period [1]

Core Points - The company Shengbang Security announced that its wholly-owned subsidiary, Beijing Shengbang Saiyun Technology Co., Ltd., plans to sign a lease agreement with related party Ms. Meng Xianying for office space [1] - The leased property is located at Room 505, Building B, No. 1, Longyu North Street, Huilongguan Street, Changping District, Beijing, with a total area of 292.4 square meters [1] - The lease term is set for three years, from November 12, 2025, to November 11, 2028, with a monthly rent of 17,800 yuan (excluding tax) [1] - The total rent amount for the lease period is 640,400 yuan (excluding tax) [1]

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]

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][2]. Exploring Diverse Scenarios - Companies like 360 achieved revenue of 6.068 billion yuan, an 8.18% year-on-year increase, while net losses narrowed to 122 million yuan from 579 million yuan, a reduction of approximately 78.93% [2]. - Green Alliance Technology reported revenue of 1.28 billion yuan, a slight increase year-on-year, with net losses of 196 million yuan, a reduction of 39.85% [2]. - Companies are expanding into new markets such as satellite internet and industrial control to explore incremental growth opportunities [2]. - Shengbang Security is focusing on low-altitude economy and satellite internet, winning contracts in these new sectors [2]. - The number of vessels using satellite internet in the marine sector surged from 500 in 2022 to 75,000 recently, while the number of aircraft adapted for satellite use is expected to grow from 160 in 2024 to 2,000 in 2025 [2]. AI-Driven Industry Transformation - AI has become a mainstream tool for efficiency in the cybersecurity industry, with 97% of surveyed companies using or planning to deploy AI-enabled solutions [4]. - 87% of industry experts expect AI to enhance efficiency, and 80% report that AI has improved their team's productivity [4]. - Companies like Qi An Xin are leveraging AI to enhance detection accuracy and reduce costs, with over 90% usage of AI code assistants [4]. - The AISOC intelligent operation model has been shown to reduce average threat detection and assessment times while improving alert recognition rates [4]. Continuous Investment in Innovation - Companies are investing in technology innovation to enhance competitiveness, with Shengbang Security's R&D expenditure reaching 66.65 million yuan, a 22.98% increase year-on-year, accounting for 42.90% of revenue [8]. - Qi An Xin's R&D investment totaled 835 million yuan, representing 29.41% of revenue, focusing on proactive defense and privacy computing [8]. - The rapid development of large models is reshaping the cybersecurity landscape, accelerating the implementation of proactive defense systems [7].

Core Viewpoint - Shengbang Security, a leading network security solution provider in China, was established on December 7, 2010, and went public on July 26, 2023, on the Shanghai Stock Exchange. The company specializes in information security products and services, showcasing strong R&D capabilities and extensive industry experience [1]. Financial Performance - In Q3 2025, Shengbang Security reported a revenue of 155 million yuan, ranking 28th among 35 companies in the industry. The top company, iFlytek, had a revenue of 16.989 billion yuan, while the industry average was 1.838 billion yuan [2]. - The company's main business segments include network security products and services, contributing 228 million yuan (77.56%), followed by cyberspace mapping at 47.65 million yuan (16.23%), and satellite internet security at 17.94 million yuan (6.11%) [2]. - The net profit for the same period was -57.90 million yuan, placing it 18th in the industry. The industry average net profit was -98.15 million yuan [2]. Financial Ratios - As of Q3 2025, Shengbang Security's debt-to-asset ratio was 13.68%, lower than the previous year's 14.39% and significantly below the industry average of 29.42% [3]. - The gross profit margin for Q3 2025 was 72.45%, which, although lower than the previous year's 75.32%, remained above the industry average of 63.59% [3]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 25.70% to 5,160, while the average number of circulating A-shares held per shareholder decreased by 18.06% to 6,289.62 [5]. - The largest circulating shareholder was Changcheng Jiujia Innovation Growth Mixed Fund A, holding 1.7 million shares, an increase of 200,000 shares from the previous period [5]. Future Outlook - In the first half of 2025, the company achieved a revenue of 106 million yuan, reflecting a year-on-year growth of 10.98%, although profits were impacted by increased expenses [5]. - The company is involved in the national network identity authentication public service platform's security construction, which is expected to open up new opportunities as related management measures are implemented [5]. - Shengbang Security is also expanding its satellite internet security offerings, launching multiple products and developing comprehensive solutions [5]. - Future revenue projections for 2025-2027 are estimated at 385 million yuan, 501 million yuan, and 640 million yuan, with corresponding net profits of 55 million yuan, 91 million yuan, and 131 million yuan [5].

Core Viewpoint - The company emphasizes the accuracy and completeness of its quarterly report, ensuring no false statements or omissions exist, and holds legal responsibility for the report's content [2][3]. Financial Data - The financial statements for the third quarter are unaudited, indicating that the financial data may not have undergone a formal review process [3][5]. - The report covers the financial performance for the period from January to September 2025, with specific attention to the company's accounting data and financial indicators [5][6]. Shareholder Information - The report includes details about the total number of common shareholders and the status of major shareholders, although it notes that there are no changes in the top ten shareholders due to share lending activities [4][5]. Other Important Information - The company has not identified any significant non-recurring gains or losses during the reporting period, indicating a stable operational performance [3][5]. - The company will begin implementing new accounting standards starting in 2025, which may affect the financial reporting in the future [6].