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Securities Star News, Chianxin (688561) answered investors' concerns on the investor relations platform on December 20.
investors: dong mi: hello! what kind of business cooperation relationship does your company have in the "huawei hongmeng ecology"? after the application of hongmeng original is fully launched, does your company have more cooperation opportunities in the ecology? thank you
Secretary of the Board of Chianxin: Dear investors, hello! In cooperation with Huawei, long before the launch of HarmonyOS, the company's Pangu Laboratory has cooperated with Huawei many times to provide security support for Huawei. With its leading combat offensive and defensive capabilities, Pangu Laboratory has won the Huawei Terminal Security Outstanding Contribution Award for the past three consecutive years. On August 4 this year, during the Fifth Huawei Developer Conference (HDC2023), Huawei released a newly upgraded HarmonyOS4, and the privacy and security functions were also upgraded. At the same time, Huawei officially announced the winners of the 2021 and 2022 Huawei Terminal Security Award Programs. With their contributions to Huawei terminals in vulnerability mining and security emergency response in the past two years, Pangu Laboratory and researchers under Chianxin have won many awards for Huawei's terminal security, becoming the team with the most awards. Review the company's cooperation with Huawei: During the 2020 Huawei Full Connection Conference, the company and Huawei Cloud jointly released the "Government-Enterprise Mobile Security Office Solution". The solution integrates the mutual advantages of both parties in the field of cloud computing and network security, and creates a new generation of mobile security office solutions based on cloud mobile phone technology for government and enterprise customers. In early 2021, Huawei Kunpeng Computing Platform Vulnerability Award Program partner awarding ceremony was held in Beijing. Chianxin Code Security Laboratory has been awarded a license for its excellent vulnerability attack and defense research capabilities, and has reached a partnership with Huawei's Kunpeng computing platform. The two sides will carry out more in-depth and extensive exchanges and cooperation in the field of vulnerability attack and defense technology, and jointly escort Huawei's Kunpeng computing platform. At the Kunpeng Shengteng Developer Summit in May 2023, as the core partner of the first batch of Kunpeng integration solutions, Chianxin was invited to attend and jointly released the "Chianxin Tianyan Kunpeng Integration" solution with Kunpeng to jointly build a safe, reliable and excellent network threat monitoring and analysis platform, help customers in various industries to improve the level of network security defense and promote digital transformation more safely. Based on the above historical accumulation, including Hongmeng, the company's future cooperation with Huawei is expected to be further extended in breadth and depth. At present, the proportion of related business income in the company's overall operating income is relatively small. Investors are reminded to pay attention to risks and invest rationally. Thank you for your attention to the company!
investors: the existing theory that the company's major shareholder Qi Xiangdong did the transfer business to short his own company's share price?
Secretary of the Board of Chianxin: Dear investors, hello! The controlling shareholder of the company and its concerted actors strictly abide by relevant laws and regulations, attach great importance to the interests of shareholders, and have not carried out the refinancing business based on the company's stock. Thank you for your attention to the company!
investors: may I ask the company and the United States network security leading paloaltoNetworks companies compared to the type of business, technical capabilities, etc., how big is the gap between the two sides have exchanges and cooperation? Thank you!
Secretary of the Board of Chianxin: Dear investors, hello! The company's threat monitoring, situational awareness and terminal security as the representative of the absolute advantage of products in the global scope with the United States first-line manufacturers to compete with the strength. After a rigorous technical evaluation, can win some large overseas projects, the fight is hard power. Thank you for your attention to the company!
Investors: Ask the company to analyze whether its share price is reasonable from an industry perspective?
Secretary of the Board of Chianxin: Dear investors, hello! The stock price performance of the company's secondary market is not only related to the listed company's own operating conditions, but also affected by macroeconomics, policy events, and sector heat. The company will continue to optimize the product and service capabilities, is committed to enhancing the intrinsic value of the company, and create better performance to give back to investors. At the same time, the company will continue to optimize the communication with the capital market to strive for more effective delivery of corporate value. Thank you for your attention to the company!
investor: the company lifted the ban on the sale of shares by major shareholders in March of 24. may I ask dong mi, does the major shareholder have a plan to reduce its shares
Secretary of the Board of Chianxin: Dear investors, hello! The company's shares held by the company's actual controller and its concerted actors are still in the sales restriction stage. The company will disclose the follow-up progress in a timely manner in accordance with relevant regulations. Please refer to the company's announcement. Thank you for your attention to the company!
investors: dong mi: hello! On the evening of the 15th, the National Data Bureau announced that the data elements × three-year action plan (draft for comments) mainly has 12 areas, and the scale of on-site transactions will be greatly increased. May I ask in the life cycle of data elements: data generation/collection: network security required, data governance: information security required, data circulation/operation: data security required, data application/capitalization: business security required, may I ask your company in the data elements, the main business involves those links, your company can fully participate in and have the ability to exceed the speed of development of the industry?
Secretary of the Board of Chianxin: Dear investors, hello! In the data element market, the company has laid out the main links of data element marketization, such as data resourcing and data assetization, in the business, with customers covering the core market participants such as regulators, regulated units and exchanges. Data security is the bottom plate project of the data element market. Referring to IDC's latest ranking, the company ranks first in the domestic market share in the field of data security. In the first three quarters of this year, the company's data security category revenue increased by more than 30% compared with the same period last year. Since the official release of the "Data Security Capability Framework" and "Data Security Operation Concept Map" in August 2021, the company has made a key layout in the field of data security, with the goal of supporting the construction of the data security system architecture, focusing on data security and new infrastructure security protection requirements, the system has planned and laid out a comprehensive product and service system: 1) service capability. Starting from the top-level design, we help customers draw a blueprint for data security construction and a systematic construction path through consulting and planning services, and help customers build a data security management system, implement classification and classification, and formulate corresponding data security strategies and technical guarantee measures through data security governance services. Special assessment services such as data security risk assessment are provided to help customers identify key risks and capability gaps and provide targeted mitigation and corrective measures, continuously improve data security protection capabilities and form a closed loop of data security work through normalized data security operations. 2) Product capacity. Focusing on the requirements of data security and computing environment security protection, a product matrix covering the whole life cycle of data has been formed, which provides support for government and enterprise institutions to build a data security closed-loop system. In May this year, Qi'an Tiandun data security protection system was released, further integrating "event monitoring, risk analysis, strategy adjustment and access control" into a complete closed-loop system, covering the whole life cycle of data security management and security protection and monitoring of all aspects of data flow, solving various major data security problems, and achieving "clear, well-managed and well-protected". 3) Industrial layout. This year, the data security branch was formally established, with Qi Xiangdong, chairman of the group, as the general manager. Through strategic focus and resource investment, the three major advantages of "organization, R & D innovation, and scale" are used to improve innovation capabilities, standard system construction, and technology product promotion and application., Industrial ecological construction and other aspects to achieve comprehensive breakthroughs. Thank you for your attention to the company!
investors: dong mi: hello! excuse me, is there any cooperation between your company and huawei new energy vehicles in the "new energy" vehicle section? what are the industry development opportunities in the future? thank you
Secretary of the Board of Chianxin: Dear investors, hello! At present, the company and Huawei new energy vehicles have no direct business cooperation relationship. In terms of Huawei's new energy vehicle industry ecology, this year the company and Selis jointly signed a strategic cooperation agreement. The two parties agreed to conduct network and data security threat detection and protection, monitoring and early warning, threat information sharing, emergency response coordination, etc. Carry out in-depth cooperation, and establish a long-term and stable strategic cooperative relationship in accordance with the principle of "long-term cooperation, complementary advantages, mutual benefit and win-win, and common development. The company assisted Selis to build a deep threat detection capability covering complete vehicles and parts and realize centralized management, forming a closed-loop safety management process system for vehicle safety detection, protection, response, management, analysis and strategic operation, providing Selis with three core values: compliance access, monitoring and analysis, response to vehicle network security risks, and intuitive safety operation tools. At present, the proportion of related business income in the company's overall operating income is relatively small. Investors are reminded to pay attention to risks and invest rationally. Thank you for your attention to the company!
investors: may I ask if your company is mainly engaged in software development, has strong research and development strength, has been deeply engaged in network security for many years, and has any business development in artificial intelligence, robots and data elements
Secretary of the Board of Chianxin: Dear investors, hello! This year, the company launched a new product of artificial intelligence and safety, such as Q-GPT security robots and big model guards, in the financial industry, government departments, large private manufacturing and other fields of good feedback, many customers have entered the budget application process. In the data element market, the company has laid out the main links of data element marketization, such as data resourcing and data assetization, in the business, with customers covering the core market participants such as regulators, regulated units and exchanges. Thank you for your attention to the company!
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