AI时代的信息传播合规性不容忽视。 作者 | 小鑫 编辑 | 小白 大优列1月7日 （思想） · 阿瓦可门 三九八1小六日J亚FX 合成信息，已处置账号1.3万余个、清理信息54.3万余 条。未来将保持高压严管,呼吁创作者主动添加Al标识， 共同营造风清气正的网络环境。 一、Al内容审核 / 二、数字水印 (技术核心) 网信安全(政策驱动核心) 人民网 新华网 汉邦高科 数码视讯 北信源 拓尔思 新媒股份 亚信安全 恒信东方 视觉中国 华数传媒 国安股份 科大讯飞 ST汇洲 吉大正元 绿盟科技 电科网安 四、数字水印延伸应用 三、AI反诈 / 数据湖源 / 合作企业 合兴包装 浩瀚深度 安妮股份 金运激光 平治信息 科蓝软件 高凌信息 证通电子 大胜达 鸡博股份 东方国信 数据来源：上市公司财报、互联网公开信息 该内容仅供参考，不构成任何投资建议 免责声明： 本报告（文章）是基于上市公司的公众公司属性、以上市公司根据其法定义务公开披露的信息（包括但 不限于临时公告、定期报告和官方互动平台等）为核心依据的独立第三方研究；市值风云力求报告（文章）所载内 容及观点客观公正，但不保证其准确性、完整性、及时性等；本报告 ...

国家知识产权局信息显示，绿盟科技集团股份有限公司取得一项名为"一种网络资产识别的方法、装置 及电子设备"的专利，授权公告号CN114004961B，申请日期为2021年10月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，绿盟科技集团股份有限公司，成立于2000年，位于北京市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本79930.8527万人民币。通过天眼查大数据分析，绿盟科技集团股 份有限公司共对外投资了6家企业，参与招投标项目334次，财产线索方面有商标信息205条，专利信息 839条，此外企业还拥有行政许可7个。 北京神州绿盟科技有限公司，成立于2003年，位于北京市，是一家以从事科技推广和应用服务业为主的 企业。企业注册资本100000万人民币。通过天眼查大数据分析，北京神州绿盟科技有限公司共对外投资 了1家企业，参与招投标项目5000次，专利信息735条，此外企业还拥有行政许可6个。 ...

【导读】航天军工板块快速拉升，网络安全概念股表现活跃 春节前的最后一个交易日，一起来看下最新的市场情况及资讯。 2月13日早盘，A股市场低开后震荡拉升，截至发稿，沪指跌0.36%，深成指跌0.42%，创业板指跌0.7%，科创综指涨0.37%。 从板块上看，航天军工板块快速拉升，网络安全、半导体服务、餐饮旅游等板块表现活跃；海运、石油天然气、CPO板块震荡调整。 港股方面，恒生指数、恒生科技指数均跌超1%，腾讯音乐、百度集团、哔哩哔哩等跌幅居前。 网络安全概念股早盘表现活跃，绿盟科技（300369）20%涨停，国投智能（300188）、中新赛克（002912）、亚信安全等涨幅居前。 | 名称 | 现价 | 涨跌幅 ▼ | 成交量 | 换手率 | 市智率 | 总市值 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 绿盟科技 | 11.90 | 19.96% | 1.13亿 | 13.98% | -41.1 | 96亿 | 59.09% | | 国投智能 | 17.58 | 10.15% | 6665万 | 7.79% | -28.0 | 1 ...

（文章来源：每日经济新闻） 每经AI快讯，2月13日，大数据指数盘中强势拉升，成分股呈现普涨格局。绿盟科技、华胜天成涨停， 国投智能、博汇科技、安恒信息等个股跟涨。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 责任编辑：小浪快报 根据喜娜AI异动分析，绿盟科技涨停原因可能如下，业绩减亏+治理优化+AI安全： 1、绿盟科技2025年 业绩预告显示亏损大幅收窄83.55%-91.78%，亏损额从3.6亿元缩减至3000 - 6000万元，经营改善明显。 同时公司密集修订23项治理制度，包括董事会各专门委员会工作规则、信息披露、关联交易管理等，治 理透明度显著提高，取消监事会改设审计委员会，治理结构全面优化。 2、公司AI安全产品获得行业认 证和奖项，技术实力得到验证，获得市场认可。并且开发支出增长956.70%，显示技术储备增强。当前 市场对AI相关概念关注度较高，网络安全与AI结合的领域发展前景被市场看好，相关题材股票容易受 到资金青睐。 3、从行业来看，网络安全行业是国家重点关注和支持的领域，随着数字化进程的加快， 对网络安全的需求不断增加。东方财富数据显示，2月13日网络安全板块多只个股表现活跃，形成板块 联动效应。 4、技术面上，若该股MACD指标形成金叉，或突破重要压力位等技术形态，也会吸引技术 派投资者的关注。同花顺资金监控显示，当日超大单资金可能呈现净流入 ...

（文章来源：每日经济新闻） 每经AI快讯，2月13日，网络安全指数盘中涨超3%。成分股中，绿盟科技20%涨停，国投智能触及涨 停，中新赛克、奇安信-U涨超6%，吉大正元涨超4%。 ...

Group 1 - The core viewpoint is that the AI application market is experiencing significant growth, particularly during the Spring Festival period, which is seen as a pivotal moment for competition in this space [2] - The performance of the 信创 ETF (562570) indicates strong market interest, with a recent increase in scale to 5.22 billion yuan, marking a three-month high and leading among its peers [1] - The ETF has seen continuous net inflows over the past six days, totaling 95.35 million yuan, with a peak single-day inflow of 35.75 million yuan [1] Group 2 - The introduction of ByteDance's Seedream 5.0 model in various applications highlights the rapid advancement and accessibility of AI technologies, with free trial experiences available [1] - 华西证券 emphasizes that high subsidies are an effective strategy for rapidly educating the market and cultivating user habits in AI applications [2] - The 信创 ETF closely tracks the 中证信创指数, focusing on domestic full-stack replacements across critical sectors such as storage, CPU, and AIPC, while integrating with the DeepSeek ecosystem and AI applications [2]

Core Insights - The firewall market in China is steadily growing, with the market size expected to increase from $1.17 billion in 2016 to $3.02 billion by 2025, and projected to reach $3.156 billion in 2026 [2][7][20] - The growth is driven by policy support, increasing market demand, and technological advancements, particularly with the deployment of 5G, private networks, and industrial internet [2][15] - The rise of edge computing is increasing the demand for lightweight firewalls, and customized firewall products for scenarios like IoT and smart cities are expected to emerge [2][15] Firewall Industry Definition and Classification - A firewall is an access control product that creates barriers between internal networks and insecure external networks, preventing unauthorized access and attacks [3][16] - Firewalls can be categorized based on technology into traditional firewalls, Unified Threat Management (UTM) firewalls, Next-Generation Firewalls (NGFW), and AI firewalls [5][18] - They can also be classified by form into software firewalls, hardware firewalls, and chip-level firewalls [5][18] Current Development Status - The firewall industry is characterized as a critical component of IT infrastructure, acting as a gatekeeper for network security [7][20] - The market is experiencing steady growth due to supportive policies and increasing technological advancements [7][20] Industry Value Chain - The upstream of the firewall industry includes basic hardware (chips, hard drives, network cards, etc.) and basic software (BIOS, operating systems, encryption) [9][22] - The midstream consists of firewall products, while the downstream applications span various sectors including government, finance, telecommunications, energy, education, healthcare, transportation, and aerospace [9][22] Key Companies - Notable listed companies in the firewall sector include Sangfor Technologies (300454.SZ), Tianrongxin (002212.SZ), Hillstone Networks (688030.SH), Deepin Technology (300768.SZ), Ruijie Networks (301165.SZ), Venustech (002439.SZ), Qihoo 360 (688561.SH), and NSFOCUS (300369.SZ) [2][15]

Market Overview - On February 2, the software development sector declined by 2.76%, with Xinghuan Technology leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable gainers in the software development sector included: - Tongda Hai (301378) with a closing price of 44.50, up 12.63% [1] - ST Renzihang (300311) at 4.98, up 3.97% [1] - Green Alliance Technology (300369) at 8.38, up 3.46% [1] - Significant decliners included: - Xingbei Technology (688031) at 182.41, down 13.11% [2] - Deepin Technology (300454) at 144.22, down 10.24% [2] - Keda Guochuang (300520) at 40.94, down 9.56% [2] Capital Flow - The software development sector experienced a net outflow of 2.975 billion yuan from institutional investors, while retail investors saw a net inflow of 2.357 billion yuan [2][3] - Key stocks with notable capital flows included: - Daily Interaction (300766) with a net inflow of 1.21 billion yuan from institutional investors [3] - Tongda Hai (301378) with a net inflow of 608.17 million yuan from institutional investors [3] - Green Alliance Technology (300369) with a net inflow of 288.85 million yuan from institutional investors [3]

Core Insights - The "2026 Cybersecurity Trends Report" by NSFOCUS highlights four core areas: AI security, data security, network security, and critical scenario security, identifying ten key trends to guide industry development [1]. Group 1: AI Security - AI-related security has become a focal point, with generative AI and autonomous agents pushing network defense into an "intelligent confrontation" phase, necessitating a shift from traditional defense systems to dynamic intelligent defenses [1]. - The security risks associated with AI are shifting to system behavior and decision-making levels, with potential misuse of intelligent agent permissions leading to severe data breaches, making the construction of a comprehensive AI security perimeter essential [1]. - In security operations, by 2026, a framework of "trusted limited autonomy" will be implemented, achieving controllable automation through confidence grading and interpretability optimization [2]. Group 2: Threat Landscape and Defense Systems - The rise of proxy-based botnets poses challenges to traditional threat intelligence systems, requiring a shift in defensive thinking from "blocking nodes" to "insight into links" [2]. - AI empowerment enhances threat intelligence capabilities, transitioning from "information piling" to intelligent decision-making engines [2]. - The proliferation of deep synthesis technology has led to a "crisis of authenticity," with "AI detecting AI" becoming a core preventive paradigm by 2026, driving demand for deep forgery detection [2]. Group 3: Cloud and Data Security - The migration of AI applications to the cloud and the introduction of open-source components have increased risks related to configuration flaws and vulnerabilities, making the exposure of AI assets on the internet a primary defense line for cloud data security [2]. - By 2025, the establishment of trusted data spaces will accelerate, leveraging cryptography and trusted hardware to ensure secure and controllable data "external circulation," evolving towards an ecological and intelligent direction [2]. Group 4: Emerging Scenario Security - The scaling of the low-altitude economy presents dual challenges of physical and data security, with a new security system based on "endogenous immunity + data protection" being constructed to ensure sustainable industry operations by 2026 [2]. - The cybersecurity industry will focus on the application of intelligent technologies and the expansion of emerging scenarios, continuously enhancing risk prevention, technological innovation, and compliance construction to build a more resilient security defense system [2].