亞信安全(688225.SH):將更多把研發投入在優勢產品上比如雲主機安全、安全SaaS、終端安全等等
格隆匯4月18日丨有投資者向亞信安全(688225.SH)提問:2023年Q1的研發費用有1個億左右,考慮到2022年底人員的增長並不高,為什麼今年一季度的研發費用相比2022Q4有大概40%的增長?
亞信安全回覆:公司的研發費用有兩部分組成:一部分是端點安全產品體系下我們百分百做標準化產品研發的人員團隊,我們雖然整體上在做人員優化,但是在重點產品賽道以及新興產品賽道方向上是在持續投入的,從結構上來講,通過其他職能如服務或管理等降低人數、在重點產線研發上進一步投入,這部分帶來研發費用會有持續的增長;另外一部分是解決方案類項目,項目的產品研發團隊其實有兩重身份,一是在做產品底座統一版本的研發與升級,在比較嚴格的會計準則要求下如果做研發的項目才進研發費用,如果在項目上的投入是做項目的交付功能開發,則會進入到項目成本,一般來講一季度、二季度這類產品團隊更多的會聚焦在版本研發升級投入上,主要是這兩年持續在推進身份安全、態勢感知、數據安全等產線通過打磨產品的標準化能力提升在運營商以外行業的複用以及推廣的基礎,所以解決方案項目團隊的人員雖然人數上沒有變化,甚至還有進一步優化,但會有更多的人員投入到純研發項目上,這也會帶來研發費用的提升,但這部分的提升其實本身是費用性質的轉移,並不會帶來公司整體費用的大幅提升。從研發重點上,我們會逐漸減少解決方案類業務中人員重投入的方式做開發項目,更多的是把研發投入在優勢產品上,比如雲主機安全、安全SaaS、終端安全等等。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.