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恒為科技(603496.SH):下游行業選擇會比中新賽克、浩瀚深度更多

格隆匯5月8日丨有投資者向恒為科技(603496.SH)提問:相較於中新賽克、浩瀚深度等公司,公司在網絡可視化產品有哪些優劣勢?

恒為科技回覆:公司在網絡可視化領域內定位是做基礎架構產品(有時候也稱為DPI前端產品)的解決方案提供商,所以我們的下游行業選擇會比中新賽克、浩瀚深度更多,包括運營商、政府、金融等行企市場,這有助於公司分享到各類行業週期發展帶來的機遇,當不同行業存在週期性波動的時候也會更加穩健;同時,公司基礎架構產品的品類也更齊全,在網絡處理、協議識別、應用還原、數據採集分流和分析等技術領域有着深厚的積累,15年來一直是國內網絡可視化領域技術創新的引領者。當然,目前公司在網絡可視化新應用方面還有很大提升空間,隨着數據要素新市場、AIGC監管新領域等話題的出現,公司也逐漸搭建從水平向更多垂直行業領域深耕的技術產品平台。謝謝!

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