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麒麟信安(688152.SH):我們認為收入下滑只是階段性的,不會影響公司信息安全業務的持續發展和成長性
格隆匯 10-30 09:35

格隆匯10月30日丨麒麟信安(688152.SH)投資者關係活動記錄表顯示,我們認為收入下滑只是階段性的,不會影響公司信息安全業務的持續發展和成長性。

公司信息安全業務分為兩塊,一是為國防領域型號裝備做安全平台配套;二是民口領域的相關數據安全產品。

面向國防領域,今年信息安全業務開展雖然有所延緩,但國防領域對數據安全存儲的需求在,我們產品技術的先進性在,這塊業務的影響只是階段性的。

公司信息安全產品在民口的業務分為兩部分:一是為關鍵領域數據安全專用設備做平台配套;二是商用密碼產品。國家能源局於2022年底頒佈了《電力行業網絡安全等級保護管理辦法》等相關規定,要求電力企業按照有關法律法規開展商用密碼應用安全性評估工作,運用密碼技術進行網絡安全等級保護建設與整改時,應當採用商用密碼檢測、認證機構檢測認證合格的商用密碼產品和服務。目前公司的商用密碼產品存儲加密系統已在電網多個省份進行試點。公司信息安全產品在民口領域的應用已邁入實質性的試點或小批量階段,這為公司信息安全業務開闢了一塊新的增長點。

公司信息安全產品是將操作系統技術與密碼服務技術、存取控制技術有機融合,在透明接入、加脱密性能速,以及適應數據中心/雲平台等複雜場景等方面具有業內領先性。我們對這塊業務的後續發展充滿信心。

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