奇安信(688561.SH)前三季度營收增長43.02% 規模穩居行業第一
10月29日,"網安一哥"奇安信(688561.SH)發佈2021三季報。報吿顯示,2021年前三季度奇安信營業總收入達26.74億元,同比增長43.02%。其中,第三季度營收達12.19億元,同比增長41.26%,較2019年同期增長率達167%,近兩年複合增長率63.45%。2021年奇安信繼續推進高質量發展戰略,前三季度研發、銷售及管理三大費用率同比下降13.92個百分點,全員人均創收持續提升16.42%。
報吿期內,奇安信第三季度毛利率提升61.73%,同比提升7.41個百分點。新賽道產品和服務佔營業收入比例超70%,平均增長率近60%,成為公司核心增長引擎。企業客户佔比持續提升,平均增速超過60%,企業級客户貢獻公司主營業務收入超過56%份額,目前增長率最快的TOP 5客户羣為運營商、能源、醫療衞生、金融及政府公檢法司。
同時,奇安信在原有的"鯤鵬"、"諾亞"、"雷爾"、"錫安"基礎上,升級了"川陀"、"大禹"、"玄機"、"千星"新四大研發平台。目前,八大網絡安全研發平台已經完成研發並投入使用,有效地提高產品研發效率,縮短產品創新週期,降低產品成本,高質量發展初見成效。據統計,有超七成的產品採用了平台化、框架化、組件化生產方法。
而公開資料顯示,奇安信第三季度"碩果累累",圓滿完成了"2021建黨100週年"網絡安全保障工作,並且連續兩年榮登"中國先進計算企業百強榜",同時還發布了雲天眼和"安全DNS"公共服務QDNS等新品,並與之江實驗室、工信部電子一所等達成戰略合作。據賽迪、Frost & Sullivan、IDC等報吿顯示,奇安信在終端安全、大數據智能安全檢測與管控、安全管理平台、雲安全等新興領域,市場佔有率均已做到行業第一。
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