啓明星辰(002439.SZ):預計半年度淨虧損7300萬元-1.03億元
格隆匯7月14日丨啓明星辰(002439.SZ)公佈,預計半年度營業收入111,500萬元~117,500萬元,淨虧損10,300萬元~7,300萬元,扣非淨虧損18,300萬元~15,300萬元。從下遊客戶需求和安全投入方面來看,網絡安全行業短期增長承壓,但長期發展動能充足。短期方面,專業諮詢機構擔憂網絡安全支出不足,不斷下調市場增長預期。2025年IDC《全球網絡安全支出指南》(V1版)進一步調低了中國網絡安全市場2023年至2028年的複合增長率。報告期內,公司受外部環境影響,收入較上年同期出現一定程度下滑。長期方面,網絡安全是數字化建設的戰略基石,具備持續向好的發展前景。新技術驅動攻擊手段不斷升級,疊加合規壓力陡增,共同構成網安市場增長的持續驅動力。同時,在AI大模型落地應用、數據要素市場化改革、供應鏈安全強化等因素交織下,推動產業技術代際升級。公司作爲技術龍頭將優先受益於合規強化與技術躍遷。
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