002268 CETC Cyberspace Security Technology
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CETC Cyberspace Security Technology News
Telecom Network Security (002268) 2023 Annual Report and 2024 Quarterly Report Review: Continued expansion of cryptographic leaders in emerging fields can be expected in the future
Event: The company recently released the 2023 Annual Report and the 2024 First Quarter Report. In 2023, it achieved revenue of 3,073 billion yuan, YoY -10.62%; net profit to mother of 349 million yuan, YoY+
Telecom Network Security (002268): The first quarter fell short of expectations and actively laid out new business directions
Incident: Telecom Network Security released its 2023 annual report and 2024 quarterly report. In 2023, it achieved revenue of 3,073 billion yuan, a year-on-year decrease of 10.62%; net profit to mother was 349 million yuan, an increase of 13.74% year-on-year
Telecom Network Security (002268.SZ): The main business is network security, password, and data security. Customers are widely distributed, including military enterprise customers
Gelonghui, March 13 | Telecom Network Security (002268.SZ) said on the investor interactive platform that the company's actual controller, China Electronics Technology Group, is the main military electronics force in China, the national network communication business team, and a national strategic scientific and technological force. The military industry is an industry that the company continues to cultivate. The company's main business is network security, password and data security, and its customers are widely distributed, including military enterprise customers.
Express News | Telecom Network Security Performance Report: 2023 net profit increased 13.77% year-on-year
Zhitong A Share Sale Restriction and Release List | January 29
According to the Zhitong Finance App, the ban on restricted shares of 21 listed companies was lifted on January 29, with a total market value of about 16.455 billion yuan. Today's specific sales restrictions and unbanned shares are as follows: Stock abbreviation, stock code, number of restricted shares, vanadium and titanium shares 000629, share incentives, limited circulation, 4.215,000, Nantian information 000948, share incentives, limited sale and circulation, 50192,000, Kangxin New Materials, 600076, additional A shares, the original shareholders placed and listed 310 million, Electric NetSecurity 002268, 2.1875 million Kamex 002549, additional A shares, corporate placement and listing 7164
[BT Financial Report Momentary Analysis] Telecom Network Security 2023 Quarterly Report: Adherent in the field of data security, steady growth in performance
Electric Network Security (stock code: 002268) is a high-tech enterprise focusing on the field of data security. It provides intelligent data security services with cryptographic technology as the core. The company has established a complete data security capability supply system and ecosystem, and its service capabilities cover many industry application scenarios. The main business of Electronics Network Security covers basic data cryptography computing power, network security protection, and data security application compliance. Among them, basic cryptographic computing power provides core technical support for data security, the network security protection product system provides comprehensive protection for basic environmental security, and the security application rules focus on the compliant use of personal information to construct data
Huajin Securities: The satellite Internet security industry welcomes development opportunities
With the cross-domain integration of satellite security and network security, opportunities for the development of the satellite Internet security industry are coming. We are optimistic about companies with state-owned backgrounds, product capabilities, and benchmark customer advantages.
Involved 19 listed companies! China Hualu “holds hands” with China Telecom, is the “Big Mac” of the digital industry ready to come out?
The list of its listed companies is here!
Telecom Network Security (002268.SZ): The Internet of Vehicles market is still in the early stages, and the company is participating in V2X infrastructure construction in some pilot regions
Gelonghui November 1 | Telecom Network Security (002268.SZ) was surveyed by specific targets on October 31, 2023, on “How is the field of Internet of Vehicles progressing?” The company replied that in the field of cryptographic chips, the Internet of Vehicles market is still in its early stages, and there are still relatively few car-road collaboration projects across the country. They are still at the level of pilot zones and test zones. The company is participating in V2X infrastructure construction in some pilot zones, and there will be broad room for development in the data security market for the Internet of Vehicles in the future.
Telecom Network Security (002268.SZ): The new high-performance commercial cryptographic chip has completed streaming, and related application performance tests are being carried out
Gelonghui November 1 | Telecom Cybersecurity (002268.SZ) was surveyed by specific targets on October 31, 2023, on “The company's cryptographic chip business layout?” The company replied that in the field of cryptographic chips, the company has actively laid out dedicated markets and commercial markets, including cryptographic SE in collaboration with Longxin Zhongke as well as high-performance commercial cryptographic chips and low-power commercial cryptographic chips. The new high-performance commercial cryptographic chip has completed streaming, and related application performance tests are being carried out. At the same time, automotive-grade commercial cryptographic chips are also being deployed in the fields of the Internet of Things and the Internet of Vehicles, so investors can continue to pay attention to the company
Telecom Network Security (002268.SZ): The gross profit margin of the cryptographic business is 55%, and the gross profit margin of the network security business is 29%
Gelonghui November 1 | Telecom Network Security (002268.SZ) was surveyed by specific targets on October 31, 2023, on “What is the gross margin situation of the company's three major businesses?” The company replied that in terms of gross margin, the gross profit margin of the company's cryptographic business was 55%, the gross profit margin of the cybersecurity business was 29%, and the gross profit margin of the data security business was 42%.
Telecom Network Security (002268.SZ): Party and government customers account for the largest proportion, followed by the critical infrastructure industry
Gelonghui November 1 | Telecom Network Security (002268.SZ) was surveyed by specific targets on October 31, 2023. “Please split the revenue share of customers in various industries? Which industries have experienced faster customer growth, and which have slowed down?” The company replied that party and government customers accounted for the largest share, followed by the critical infrastructure industry, and once again other industries. Key infrastructure industries, such as electricity, energy, and transportation, are growing rapidly. The party and government industries are affected by the macro environment and have declined to a certain extent.
Telecom Network Security (002268.SZ) released the first three quarter results, net profit of 76.017,800 yuan, an increase of 53.32%
According to the Zhitong Finance App, Telecom Network Security (002268.SZ) released its report for the third quarter of 2023. The first three quarters achieved revenue of 1,721 billion yuan, a year-on-year decrease of 16.39%. Net profit attributable to shareholders of listed companies was 76.017,800 yuan, up 53.32% year on year. Net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 44.5565 million yuan, an increase of 24.66% over the previous year.
Electric Network Security (002268.SZ): Business structure optimization is being carried out, and integrated services with low strategic layout significance are strictly controlled
GLONGHUI, September 11丨Telecom Network Security (002268.SZ) held a performance briefing on September 11, 2023, on “The cybersecurity business has declined significantly in revenue. What exactly is the cybersecurity business?” The company replied that the company is optimizing its business structure and strictly controlling integrated businesses with low strategic layout significance. In 2023, the gross margin of the cybersecurity business reached 28.69%, an increase of 8.55% over the previous year.
Telecom Network Security (002268.SZ): Exchanges and business cooperation with Yi Hualu in business areas such as data evaluation, data compliance certification, and data security
Gelonghui, September 11: Telecom Network Security (002268.SZ) held a performance briefing on September 11, 2023. Regarding “Noticing the press conference of the data asset listing service consortium hosted by Yi Hualu on Friday, Telecom Network Security is also a member of the consortium. What future cooperation will the company and Yi Hualu have in terms of data elements?” The company replied that as the only data security vendor in the data asset registration service consortium, the company will conduct exchanges and business cooperation with Yi Hualu in business areas such as data evaluation, data compliance certification, and data security.
Telecom Network Security (002268.SZ): Has accumulated a large amount of project experience to comprehensively expand markets in the fields of e-government, finance, energy, transportation, etc.
Glonghui September 11丨Telecom Network Security (002268.SZ) held a performance briefing on September 11, 2023. Regarding “the company's layout in the commercial secrets industry, which industries are the company's customers?” The company replied that the company is one of the few manufacturers in the industry that has a full chain of cryptographic products to provide customers. It has software and hardware products and service capabilities including cryptographic software, cryptographic chips, cryptographic modules, cryptographic boards, complete cryptographic machines, and cryptographic systems. As a “national information security team and the main force in the cryptographic industry”, the company has been deeply involved in the cryptographic field since the company was founded, and has accumulated extensive project experience to comprehensively expand electronics
Electric Network Security (002268.SZ): The company has established a Xinchuang security product system
Glonghui September 11丨Telecom Network Security (002268.SZ) held a performance briefing on September 11, 2023, on “Does the company have any business in innovation, and what kind of innovation business does it do?” The company replied that the company has established an Xinchuang security product system, with genealogical passwords, security and secrecy, and cybersecurity Xinchuang products as the core to provide customers with an overall Xinchuang high-security solution for simultaneous planning and construction of cybersecurity and informatization.
Electric Network Security (002268): The main performance is in line with expectations, and the main business is steadily advancing product and customer development
Event: On August 29, 2023, the company released its 2023 annual report. 2023H1 achieved revenue of 1,144 million yuan, a year-on-year decrease of 15.49%; net profit of the parent company was 115 million yuan, an increase over the previous year
Electric Network Security (002268.SZ) released first-half results, with net profit of 15.422,400 yuan, an increase of 5.72% over the previous year
Electric Network Security (002268.SZ) released the 2023 semi-annual report. During the reporting period, the company achieved operating income...
Electric Network Security (002268.SZ): The rise and fall of stock prices is affected by many factors. The temporary rise and fall does not truly reflect the company's business conditions
GLONGHUI, August 21丨Some investors asked Telecom Network Security (002268.SZ), “You say all parties have full confidence in the company, so judging from market performance, why are institutions and investors leaving one after another? If the company is confident, why not increase its holdings and repurchase it? Also, what are the company's plans for the second half of the year? How many orders does the company have?” Electric Network Security replied that the rise and fall in stock prices was affected by many factors, and that the momentary rise and fall did not truly reflect the company's business conditions. For the company's production and operation situation, please pay attention to the regular announcements issued by the company.
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