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北信源(300352.SZ):各類產品已經覆蓋超90%軍工集團單位
格隆匯 06-25 15:22

格隆匯6月25日丨北信源(300352.SZ)在投資者互動平台表示,國防軍工作為科技立國、軍事強國的戰略性產業,是所有經濟、民生、產業發展的立國之本、大國之根基,也是北信源一直以來非常重視的領域,公司各類產品已經覆蓋超90%軍工集團單位,公司將戰略核心業務升級為“國防智能及生態建設”。 在創新方面,信源密信已完成某型衞星通信適配,支持極端條件下的穩定通信;信源密信AI底座能力能夠提升軍事指揮與安防智能化水平;子公司獨家擁有芯片級物理化學防護技術授權,其應用範圍涵蓋了各種無人智能裝備,具備廣闊的市場前景等。 未來,我們將重點圍繞軍工信息化、安防智能化及數據安全展開工作。1)信源密信平台作為核心戰略支點,該平台具備高安全通信能力,已實現100%國產化代碼,適配鴻蒙、鯤鵬等國產化生態,覆蓋百萬級軍用終端,成為軍隊自主辦公統一即時通信平台。2)軍事園區立體防禦體系,針對無人機作戰、竊聽、信息泄密等現代戰爭痛點,提供動態身份認證、全流程追溯、智能反制等解決方案,已在頂級實戰場景驗證; 3)國產化適配,與華為、中國電科等深度合作,信源密信已適配國產服務器及操作系統,滿足軍工全場景自主可控需求。 北信源已經在技術壁壘、資質與經驗、生態整合三方面形成了自己的核心競爭力。2025年5月發佈的《重要軍工設施保護條例條例》為國防軍工領域帶來顯著政策紅利,市場規模擴容,預計軍工設施保護市場規模達千億級,需求將爆發式增長。目前上述應用未來落地進度及成效存在不確定性。

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