Core Viewpoint - Tianrongxin (002212.SZ) announced that major shareholder Zheng Zhongnan will reduce his stake through block trading from September 4, 2025, to October 15, 2025, by a total of 7.256 million shares, triggering a 1% change in equity [1] Group 1 - The reduction of shares will occur over a specified period, indicating a planned divestment strategy by the shareholder [1] - The total number of shares to be reduced is 7.256 million, which is significant in terms of the company's overall share structure [1] - The equity change will touch upon a 1% integer multiple, which may have implications for shareholder voting and control dynamics [1]

Core Points - Zheng Zhongnan, a shareholder holding more than 5% of Tianrongxin, reduced his stake by 7.256 million shares from September 4, 2025, to October 15, 2025, decreasing his ownership from 6.35% to 5.74% of the total share capital [1] - The reduction in stake is part of a previously disclosed share reduction plan, and the number of shares sold is within the disclosed range [1] - This change in equity will not result in a change of control for the company [1] - Zheng Zhongnan's share reduction plan, disclosed on August 12, 2025, has not yet been fully implemented, and he will continue to disclose progress in accordance with relevant laws and regulations [1]

证券代码：002212 证券简称：天融信 公告编号：2025-055 天融信科技集团股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的公告 股东郑钟南保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 具体事项如下： | 1.基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人 | 郑钟南 | | | | 住所 | 汕头市龙湖区中信海滨花园西区 4-6 座 | 109 | 房西侧 | | 权益变动时间 | 2025 年 9 月 4 日至 2025 年 10 月 15 日 | | | | 权益变动过程 | 年 月 2025 9 4 动触及 年 月 日至 年 月 2025 9 4 2025 10 15 公司股份，其持有公司股份数量从 6,767.2869 万 股 ， 占 公 司 总 股 本 的 比 5.7376%，其权益变动触及 | 日，公司披露《关于持股 1%整数倍的公告》（公告编号：2025-048）。 7,492.8869 例 从 1%的整数倍。郑钟南本次权益变动 | 5%以上股东权益变 日，因郑钟南主动减持 万股降低至 ...

Core Insights - Tianrongxin conducted 15 block trades on October 15, with a total trading volume of 7.256 million shares and a total transaction value of 62.9096 million yuan, at a price of 8.67 yuan, which represents a discount of 10.89% compared to the closing price of the day [2][3] Trading Activity - The closing price of Tianrongxin on October 15 was 9.73 yuan, reflecting an increase of 1.04%, with a turnover rate of 4.54% and a total trading volume of 517 million yuan, while the net outflow of main funds was 18.4568 million yuan [2] - Over the past five days, the stock has seen a cumulative decline of 0.61%, with a total net outflow of funds amounting to 129 million yuan [2] Margin Financing - The latest margin financing balance for the stock is 767 million yuan, which has decreased by 28.4984 million yuan over the past five days, representing a decline of 3.58% [3] Company Background - Tianrongxin Technology Group Co., Ltd. was established on August 30, 1985, with a registered capital of 1.179453879 billion yuan [3]

Core Insights - The company Tianrongxin (002212) has integrated its products with the DeepSeek model series, significantly enhancing the competitiveness of its "AI + security" offerings [1] - The company plans to launch products such as the intelligent computing integrated machine and the Tianwen large model, which are compatible with the DeepSeek model by February 2025 [1] - By September 2025, the company's intelligent computing cloud platform will be fully compatible with the latest DeepSeek-V3.2-Exp model version [1]

Core Viewpoint - The company has significantly integrated its products with the DeepSeek model, enhancing the competitiveness of its "AI + security" offerings [1] Group 1 - The company announced a deep integration of its products with various versions of the DeepSeek model [1] - In February 2025, the company plans to launch products such as the intelligent computing integrated machine and the Tianwen large model, which will be compatible with the DeepSeek model [1] - By September 2025, the company's intelligent computing cloud platform will have completed compatibility with the latest DeepSeek-V3.2-Exp model version [1]

Core Viewpoint - The company is strategically investing in new technologies and directions such as AI+ security, intelligent computing cloud, and various safety measures across different sectors, aiming to enhance its product offerings and revenue streams [1] Group 1: Business Strategy - The company has established a comprehensive "cloud, management, edge, and terminal" full-stack security product system and intelligent computing cloud solutions [1] - Intelligent computing cloud is projected to account for 12.40% of the company's overall revenue by the first half of 2025, indicating its importance as a growth driver [1] Group 2: Market Positioning - The company is focusing on multiple new technology areas including data security, cloud security, industrial internet security, vehicle networking security, and IoT security [1]

Core Viewpoint - Tianrongxin anticipates that the cybersecurity industry will take time to recover to a higher growth rate due to macroeconomic conditions and the industry's phased development [1] Group 1: Company Insights - The company has prudently recognized a goodwill impairment of approximately 10% based on current market conditions [1] - The company's stable operations and ongoing development are expected to mitigate the risk of goodwill impairment [1] - Currently, there are no accounting policies in China that allow for the amortization of goodwill [1]

Core Viewpoint - Tianrongxin (002212) stated that the recent shareholder reduction in holdings is due to personal financial needs, while the chairman and management remain confident in the company's development and are committed to sustainable growth [1] Group 1 - The company emphasizes its dedication to solidifying business development and continuously enhancing company value [1] - The management assures that any material events will be disclosed in compliance with relevant laws and regulations [1]

Core Insights - The company is involved in the construction of JD.com's information infrastructure and multiple JD Cloud data center projects across various provinces and cities [1] - The company provides network security, cloud security, and other products and solutions to ensure the safe and stable operation of critical business systems for its clients [1] Company Involvement - The company participates in JD.com's information technology infrastructure projects [1] - The company is engaged in the development of JD Cloud data centers in several provinces and cities [1] Product and Service Offering - The company offers network security solutions [1] - The company provides cloud security products [1] - The solutions are aimed at safeguarding critical business systems for clients [1]