亞信安全(688225.SH):傳統網絡側的接入安全、DHCP/DNS安全都會有新的機會
格隆匯4月18日丨有投資者向亞信安全(688225.SH)提問:公司的運營商行業收入2022年由於宏觀環境影響有增速上的放緩包括訂單的延遲,想了解一下在今年會不會有比較明確的收入確認體現?現在運營商在數字經濟體系的佔位在逐步提升,像中國聯通作為網絡安全產業鏈的鏈長,運營商這方面的安全投入能不能有些新需求衍生出來、公司是否可以進一步受益?
亞信安全回覆:首先,2022年因為宏觀環境的因素,公司在運營商行業的收入確實受到一定影響,而今年開年以來銷售端看到了需求的復甦;第二,運營商其實在發生深刻的變化,3月份舉辦的世界移動通信大會上我們有深刻的感受,比如Opengateway、OpenAPI,可以斷言運營商在轉型成為一家科技公司,雖然2022年運營商其他業務或者項目受影響,但是運營商的雲業務、IDC業務高速增長。運營商正在從傳統的通信運營商轉變成科技公司,包含雲、網、算力網絡等等,從這個維度來講我們可以看到不僅是5G給運營商會帶來深刻變化,實際上運營商的數據以及網絡裏含有的數據能力都是非常可觀的,未來不僅OpenAPI,網絡能力也會Open。運營商的數據對很多行業都有很大的用處,特別是DPI數據,對大數據營銷、風控、三要素核驗等數據使用方有大量的需求。另外我們近期跟三大運營商進行不同層面的交流,去年的東數西算、今年的數據要素市場的啟動,運營商在裏面有巨大的參與度,我們亞信安全跟運營商在非常密切的配合做相應的事情,這給我們的雲安全、終端安全、數據安全等業務帶來巨大的機會,同時包括傳統網絡側的接入安全、DHCP/DNS安全都會有新的機會。
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