002212 天融信
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天融信中标国家管网集团网络安全钓鱼大模型及智能体采购项目
格隆汇 · 09-08 08:50
天融信中标国家管网集团网络安全钓鱼大模型及智能体采购项目
天融信:AI高速发展催生安全防护需求扩容,公司以多重优势把握赛道机遇
证券之星 · 08-31
天融信:AI高速发展催生安全防护需求扩容,公司以多重优势把握赛道机遇
天融信:服务器是公司智算云相关产品的基座
证券之星 · 08-31
天融信:服务器是公司智算云相关产品的基座
天融信(002212)2026年中报简析:净利润同比下降321.8%,三费占比上升明显
证券之星 · 08-30
天融信(002212)2026年中报简析:净利润同比下降321.8%,三费占比上升明显
天融信(002212)6月30日股东户数10.28万户,较上期减少7.6%
证券之星 · 08-29
天融信(002212)6月30日股东户数10.28万户,较上期减少7.6%
图解天融信中报:第二季度单季净利润同比下降4758.11%
证券之星 · 08-29
图解天融信中报:第二季度单季净利润同比下降4758.11%
异动快报:天融信(002212)8月28日9点38分触及涨停板
证券之星 · 08-28
异动快报:天融信(002212)8月28日9点38分触及涨停板
公司问答丨天融信:公司AI安全项目具备向其他地区及多行业复制推广的能力
格隆汇 · 08-26
公司问答丨天融信:公司AI安全项目具备向其他地区及多行业复制推广的能力
公司问答丨天融信:与腾讯在AI、大模型安全、智慧城市等多方向持续开展合作
格隆汇 · 08-18
公司问答丨天融信:与腾讯在AI、大模型安全、智慧城市等多方向持续开展合作
天融信:公司与中国电科在业务方面有深入合作
证券之星 · 08-12
天融信:公司与中国电科在业务方面有深入合作
异动快报:天融信(002212)8月11日9点34分触及涨停板
证券之星 · 08-11
异动快报:天融信(002212)8月11日9点34分触及涨停板
天融信:公司大模型多模态安全网关产品主要应用于大模型私有化部署等业务场景中
证券日报 · 08-10
天融信:公司大模型多模态安全网关产品主要应用于大模型私有化部署等业务场景中
8月7日天融信(002212)龙虎榜数据:机构净卖出1380.25万元,北向资金净卖出2901.56万元
证券之星 · 08-07
8月7日天融信(002212)龙虎榜数据:机构净卖出1380.25万元,北向资金净卖出2901.56万元
天融信:网络安全行业存在明显的季节周期性
证券之星 · 08-06
天融信:网络安全行业存在明显的季节周期性
公司问答丨天融信:公司作为腾讯生态合作伙伴 已使用WorkBuddy(CodeBuddy)
格隆汇 · 08-05
公司问答丨天融信:公司作为腾讯生态合作伙伴 已使用WorkBuddy(CodeBuddy)
天融信专家权威对话:从OpenAI智能体入侵看国产AI安全需求拐点
证券之星 · 08-04
天融信专家权威对话:从OpenAI智能体入侵看国产AI安全需求拐点
天融信(002212)披露股票交易异常波动公告,7月29日股价上涨10.0%
证券之星 · 07-29
天融信(002212)披露股票交易异常波动公告,7月29日股价上涨10.0%
天融信2连板!AI安全概念发酵,需求拐点加速到来
证券之星 · 07-29
天融信2连板!AI安全概念发酵,需求拐点加速到来
天融信:公司交换机产品可用于数据中心、国产化替代等场景
证券之星 · 07-29
天融信:公司交换机产品可用于数据中心、国产化替代等场景
天融信:交换机与安全产品形成一体化组网方案
证券之星 · 07-29
天融信:交换机与安全产品形成一体化组网方案
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公司概况
公司名称:
天融信科技集团股份有限公司
所属行业:
软件和信息技术服务业
上市日期:
2008-02-01
主营业务:
天融信科技集团股份有限公司的主营业务是围绕网络安全和智算云两大业务板块,提供覆盖全业务场景的产品、服务和解决方案。公司的主要产品是网络安全产品、智算云产品。
发行价格:
15.12
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16:53","pubTimestamp":1788166399,"startTime":"0","endTime":"0","summary":"据悉,公司AI安全防护业务收入同比增长超过130%,毛利率达70%左右,成为网络安全业务新引擎。公司称,AI安全防护业务短期对总体业绩贡献尚不显著,长期有望形成新的增长支撑,后续将持续布局新兴业务赛道,夯实AI安全产品方案体系。现有优势可向AI安全平移,已获多项权威资质认可。当前AI安全与智算需求持续向上,公司将通过“安全+智算”战略布局,优先把握结构性机会。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/SS2026083100022709.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","BK0043","BK0034","002212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663807808","title":"天融信:服务器是公司智算云相关产品的基座","url":"https://stock-news.laohu8.com/highlight/detail?id=2663807808","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663807808?lang=zh_cn&edition=full","pubTime":"2026-08-31 15:37","pubTimestamp":1788161846,"startTime":"0","endTime":"0","summary":"证券之星消息,天融信(002212)08月31日在投资者关系平台上答复投资者关心的问题。投资者提问:看到公司26年2月通过了0911:服务器的强制认证,请问公司是否进入服务器行业?天融信回复:尊敬的投资者:您好!服务器是公司智算云相关产品的基座,均具备强制性认证证书。公司智算云相关产品以服务器、软件、软硬件一体等形态向客户交付。感谢您对公司的关注!本文数据来源于深圳证券交易所互动易,仅供参考不构成投资建议。责任编辑:沈彬","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026083100015989.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","002212","BK0034","BK0043"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663482690","title":"天融信(002212)2026年中报简析:净利润同比下降321.8%,三费占比上升明显","url":"https://stock-news.laohu8.com/highlight/detail?id=2663482690","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663482690?lang=zh_cn&edition=full","pubTime":"2026-08-30 06:23","pubTimestamp":1788042219,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理,近期天融信发布2026年中报。截至本报告期末,公司营业总收入5.45亿元,同比下降33.99%,归母净利润-2.73亿元,同比下降321.8%。按单季度数据看,第二季度营业总收入3.2亿元,同比下降34.72%,第二季度归母净利润-1.72亿元,同比下降4758.11%。本报告期天融信三费占比上升明显,财务费用、销售费用和管理费用总和占总营收同比增幅达44.47%。去年的净利率为2.86%,算上全部成本后,公司产品或服务的附加值不高。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026083000002715.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663012697","title":"天融信(002212)6月30日股东户数10.28万户,较上期减少7.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663012697","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663012697?lang=zh_cn&edition=full","pubTime":"2026-08-29 17:13","pubTimestamp":1787994831,"startTime":"0","endTime":"0","summary":"证券之星消息,近日天融信披露,截至2026年6月30日公司股东户数为10.28万户,较3月31日减少8448.0户,减幅为7.6%。在软件开发行业个股中,天融信股东户数高于行业平均水平,截至6月30日,软件开发行业平均股东户数为4.93万户。从股价来看,2026年3月31日至2026年6月30日,天融信区间跌幅为18.19%,在此期间股东户数减少8448.0户,减幅为7.6%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082900023529.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0043","BK0231","002212","BK0034"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663901801","title":"图解天融信中报:第二季度单季净利润同比下降4758.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663901801","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663901801?lang=zh_cn&edition=full","pubTime":"2026-08-29 03:12","pubTimestamp":1787944353,"startTime":"0","endTime":"0","summary":"证券之星消息,天融信2026年中报显示,上半年度公司主营收入5.45亿元,同比下降33.99%;归母净利润-2.73亿元,同比下降321.8%;扣非净利润-2.87亿元,同比下降274.82%;其中2026年第二季度,公司单季度主营收入3.2亿元,同比下降34.72%;单季度归母净利润-1.72亿元,同比下降4758.11%;单季度扣非净利润-1.77亿元,同比下降22683.36%;负债率15.65%,投资收益-448.26万元,财务费用357.65万元,毛利率59.35%。财报数据概要请见下图:本文数据来源于天融信2026年中报,仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082900006842.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662030399","title":"异动快报:天融信(002212)8月28日9点38分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2662030399","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662030399?lang=zh_cn&edition=full","pubTime":"2026-08-28 09:41","pubTimestamp":1787881262,"startTime":"0","endTime":"0","summary":"证券之星8月28日盘中消息,9点38分天融信(002212)触及涨停板。其所属行业软件开发目前上涨。领涨股为鼎捷数智。该股为财税改革,量子计算,量子通信概念热股,当日财税改革概念上涨2.84%,量子计算概念上涨2.54%,量子通信概念上涨2.29%。8月27日的资金流向数据方面,主力资金净流入2427.43万元,占总成交额9.69%,游资资金净流出1162.06万元,占总成交额4.64%,散户资金净流出1265.37万元,占总成交额5.05%。近5日资金流向一览见下表:天融信主要指标及行业内排名如下:以上内容为证券之星据公开信息整理,仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082800017632.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0034","BK0043","002212","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662798072","title":"公司问答丨天融信:公司AI安全项目具备向其他地区及多行业复制推广的能力","url":"https://stock-news.laohu8.com/highlight/detail?id=2662798072","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662798072?lang=zh_cn&edition=full","pubTime":"2026-08-26 15:12","pubTimestamp":1787728324,"startTime":"0","endTime":"0","summary":null,"market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["002212","BK0231","BK0043","BK0034"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660450279","title":"公司问答丨天融信:与腾讯在AI、大模型安全、智慧城市等多方向持续开展合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2660450279","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660450279?lang=zh_cn&edition=full","pubTime":"2026-08-18 16:00","pubTimestamp":1787040037,"startTime":"0","endTime":"0","summary":null,"market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["002212","BK0043","BK0034","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658234928","title":"天融信:公司与中国电科在业务方面有深入合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2658234928","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658234928?lang=zh_cn&edition=full","pubTime":"2026-08-12 11:37","pubTimestamp":1786505820,"startTime":"0","endTime":"0","summary":"证券之星消息,天融信(002212)08月11日在投资者关系平台上答复投资者关心的问题。投资者提问:尊敬的董秘,您好,公司当前无实际控制人,第一大股东元科(天津)网络拥有产业资本背景。请问上市公司是否与该股东探讨长期战略合作、资源协同等相关事宜?天融信回复:尊敬的投资者:您好!公司与中国电科在业务方面有深入合作。 如有需要披露的相关事项,公司将严格遵守相关法律、法规,及时履行信息披露义务。 感谢您对公司的关注!本文数据来源于深圳证券交易所互动易,仅供参考不构成投资建议。责任编辑:陈思雨","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081200016256.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0043","BK0231","BK0034","002212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658655959","title":"异动快报:天融信(002212)8月11日9点34分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2658655959","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658655959?lang=zh_cn&edition=full","pubTime":"2026-08-11 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Face技术复盘对外披露,OpenAI内部智能体越出评测环境、入侵生产集群的完整过程公之于众。资本市场同步作出反应,近日AI安全板块持续吸引资金关注,天融信等安全企业均收获一定涨幅。中信证券指出,AI安全需求拐点正在到来,网络安全正在从AI落地的配套品转变为配套基础设施,国内网安公司有望受益于AI安全需求加速渗透。这也是天融信后续推进AI安全建设的核心思路。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/SS2026080400038618.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159819","BK0043","BK0231","BK0034","002212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655964208","title":"天融信(002212)披露股票交易异常波动公告,7月29日股价上涨10.0%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655964208","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655964208?lang=zh_cn&edition=full","pubTime":"2026-07-29 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