Core Viewpoint - The company has established technological reserves and layouts in the commercial aerospace security sector, anticipating that infrastructure development in this area will create more market opportunities, positively impacting its commercial aerospace security business, which currently constitutes a small portion of its revenue [1]. Group 1 - The company has a presence in the commercial aerospace security field [1] - Infrastructure development in commercial aerospace is expected to generate additional market opportunities [1] - The current revenue contribution from the commercial aerospace security business is relatively small [1]

Core Viewpoint - The company has been actively developing industrial internet security solutions since 2015, with plans to enhance its offerings through AI integration and a new intelligent operational platform by 2025 [2] Group 1: Company Developments - The company has launched 14 specialized industrial security products, including industrial firewalls and intrusion detection systems [2] - By 2025, the company aims to introduce an intelligent operational entity for industrial security, leveraging its intelligent computing cloud platform [2] Group 2: Future Strategies - The company plans to deepen the integration of artificial intelligence technology with industrial scenarios to improve security capabilities and operational efficiency [2] - Future applications will include industrial security intelligent entities and AI security assistants within industrial enterprises [2]

Group 1 - The company, Tianrongxin, plans to continuously expand its research and application of new technologies and scenarios in the commercial aerospace sector [2] - The company aims to provide comprehensive satellite internet security products and solutions for its clients [2]

Core Viewpoint - The company has established technological reserves and layouts in the commercial aerospace security sector, which will create more market opportunities as infrastructure construction in this area progresses [1] Group 1: Company Developments - The company's commercial aerospace security business currently accounts for a small proportion of its revenue [1] - The company plans to continue expanding research and application of new technologies and scenarios in the commercial aerospace field [1] - The company aims to provide comprehensive satellite internet security products and solutions to its clients [1]

Core Viewpoint - The company has established technological reserves and layouts in the commercial aerospace security sector, which is expected to bring more market opportunities as infrastructure construction in this area progresses [1] Group 1: Company Developments - The company's commercial aerospace security business currently accounts for a small proportion of its revenue [1] - The company plans to continue expanding research and application of new technologies and scenarios in the commercial aerospace field [1] - The company aims to provide comprehensive satellite internet security products and solutions for its clients [1]

Group 1 - The company has confidence in achieving rapid growth in the commercial aerospace sector, supported by existing technological reserves and strategic layout in aerospace safety [2] - The construction of infrastructure related to commercial aerospace is expected to create more market opportunities for the company [2] - Currently, the revenue contribution from the commercial aerospace safety business is still relatively small, indicating potential for future growth [2] Group 2 - The company plans to continue expanding its research and application of new technologies and scenarios in the commercial aerospace field [2] - The company aims to provide comprehensive satellite internet security products and solutions to its clients [2]

证券日报网讯 1月16日，天融信在互动平台回答投资者提问时表示，公司暂未与卫星遥感方面公司合作 研发，公司已推出卫星应用服务平台、卫星遥感系统等网络安全解决方案，在国内和"一带一路"沿线多 个国家落地实践。 （文章来源：证券日报） ...

格隆汇1月16日丨天融信(002212.SZ)在互动平台表示，公司暂未与卫星遥感方面公司合作研发，公司已 推出卫星应用服务平台、卫星遥感系统等网络安全解决方案，在国内和"一带一路"沿线多个国家落地实 践。 ...

Summary of Tianrongxin Conference Call Company Overview - **Company**: Tianrongxin - **Industry**: Hyper-converged infrastructure, cloud computing, and network security Key Points and Arguments Industry and Market Trends - The hyper-converged infrastructure market is expected to grow at a compound annual growth rate (CAGR) of 9.2% over the next five years, reaching a market size of approximately $3.3 billion by 2029, with an estimated market size of around 15 billion yuan in 2024, reflecting a CAGR of about 12% [2][4] - The demand for software-defined storage and hyper-converged systems is on the rise, driven by the increasing need for integrated IT solutions [2][4] Company Strategy and Product Development - Tianrongxin has developed a comprehensive product matrix since 2015, including hyper-converged systems, desktop cloud, enterprise cloud, and intelligent computing cloud, covering all IT infrastructure scenarios [3] - The company plans to launch its intelligent computing cloud platform and integrated computing machines in 2025 to meet the needs of large model construction and private deployment [2][3] Competitive Advantages - Tianrongxin's technology architecture supports a wider range of CPU types, including domestic platforms, and is compatible with various operating systems, providing higher reliability, flexibility, and openness compared to VMware [7] - The company has obtained over 586 compatibility certificates and has completed adaptations with more than 60 domestic manufacturers, ensuring rapid response services [7] Transition Strategy from VMware - Tianrongxin has proposed a three-step strategy to simplify the transition from VMware to its hyper-converged solutions, starting with establishing a data center for backup or non-core operations, gradually expanding usage, and ultimately achieving full replacement [8][10] Achievements in Domestic Product Development - Since 2012, Tianrongxin has developed 372 domestic products across 83 categories, covering over 80% of its product lines, and has obtained over 3,900 compatibility certificates in the network security field [11] Challenges and Responses - The transition from VMware presents challenges such as technical difficulties and customer acceptance. Tianrongxin addresses these by starting with non-disruptive scenarios to gain customer trust and gradually moving to core business replacements [12] Future Development Trends - The company aims for full-stack development and intelligent empowerment, focusing on AI integration to enhance efficiency and service platform construction [13][14] Market Demand for Domestic Alternatives - There is an increasing urgency among customers for domestic alternatives, particularly in sectors like education and healthcare, which have smaller IT scales and simpler needs [15][16] Cost and Delivery Models - The cost for deploying a hyper-converged system can start from around 200,000 to 300,000 yuan for a minimal setup, with flexible expansion options available [17] Intelligent Computing Cloud Developments - Starting in 2025, Tianrongxin will offer intelligent computing cloud solutions tailored for private deployment, including integrated servers and software for secure data handling [18] Quantum Technology Initiatives - Tianrongxin is exploring quantum technology, focusing on quantum communication and post-quantum encryption algorithms, collaborating with various companies to develop related products [22][23] Additional Important Insights - The shift towards domestic products is becoming a default strategy in many industries, with large enterprises showing a marked increase in demand for domestic solutions despite economic pressures [21]

Group 1 - The company is focusing on the space computing sector and has existing technological reserves in satellite internet security [2] - The company has launched a satellite application service platform and satellite remote sensing system as part of its cybersecurity solutions, which have been implemented in multiple countries along the "Belt and Road" initiative [2] - The company is investing in the intelligent computing cloud sector, introducing products such as the intelligent computing cloud platform and integrated computing machine to provide high-performance and secure integrated infrastructure solutions for clients [2]