Qian Xinqi to the east: benefit from the platform strategy is expected to turn around this year will open the R & D platform

On April 19, Qi Xiangdong, chairman of Qianxin, said in an interview with the Beijing News Shell Financial Reporter that Qianxin's revenue will continue to grow in 2022, and the gross profit margin will remain above 60%. In addition, Qi Xiangdong said that Qianxin will open the research and development platform to ecological partners, which is the first time in the network security industry.

Qi Xiangdong, chairman of Qianxin, was photographed by Luo Yidan, reporter

R&D platform The gross profit margin of Qianxin will remain above 60% in 2022

According to the 2021 annual performance report disclosed by Qianxin, the company achieved a total operating income of 5.81 billion yuan in 2021, an increase of 39.64% compared with 4.16 billion yuan in the same period of the previous year; and achieved a net loss attributable to the owners of the parent company of 552 million yuan, an increase of 65.19% over the same period of the previous year.

In this regard, Qi Xiangdong said in an interview with Shell Financial Reporter that in 2022, The revenue of Qianxin will continue to grow, and the gross profit margin will remain above 60%, "Because of the mass production achieved by the R&D platform, the proportion of our R&D expenses to total expenses will be very limited, which lays a solid foundation for the company to turn losses into profits in 2022." ”

According to public information, Qianxin has adhered to the "strong research and development" route since 2017 and gradually landed the platform strategy, and in 2019, Qianxin basically completed the four major research and development platforms of "Kunpeng", "Noah", "Rael" and "Zion". In March 2021, Qianxin announced the upgrading of Lego's strategy and launched the new four platforms of "Chuantuo", "Dayu", "Xuanji" and "Qianxing".

Wu Yadong, vice president, chief architect and head of the Kunpeng platform of Qianxin Group, said that through the mass production application of the Kunpeng platform, the cost of the same specification performance is reduced by half, and the R&D platform can avoid repeated development and save a lot of manpower.

Qi Xiangdong said in an interview with Shell Financial Reporter that the research and development cycle of Qianxin's new products will be significantly shortened, which will greatly improve the competitiveness of its products in the market and seize the opportunity of the market, "This is the basis for our revenue to maintain a high growth rate this year." At the same time, after the research and development platform, the product quality will be more stable, and the safety performance based on the coordinated linkage of various security products will be greatly improved. These will also provide a solid foundation for our rapid revenue growth this year, and the gross profit margin has always remained above 60%. ”

It is worth noting that Qi Xiangdong revealed that in the future, Qianxin will open the R&D platform to ecological partners, "We plan to release the certification standards for open ecological partners at the Beijing Cyber Security Conference, and accept applications for inspection." As for the risk of technological disclosure that may be caused by this initiative, Qi Xiangdong believes that the premise of daring to disclose technology is that there is a long-term accumulation, thus forming a natural time barrier, "I think that the initiative of open cooperation can promote the greater development of Qianxin." ”

Situational awareness, endpoint security, and perimeter security are more valuable cybersecurity directions

Recently, Angkai Technology, a domestic data security governance solution provider, announced the completion of a strategic investment from Qianxin. In this regard, Qi Xiangdong told Shell Financial Reporter that the basic logic of Qianxin's investment business is innovative network security technology.

"We invest not from the target, but more from an ecological point of view. The investment department of Qianxin is called 'Qianxin Investment and Industrial Ecological Cooperation Department', and our investment is not completely from the perspective of financial investment targets, but more from the perspective of Qianxin ecology. However, in order to prevent relying on subjective preferences for investment, I myself do not vote at the investment research institute, but am only responsible for signing. I think there have been many people who have invested in cybersecurity and started businesses in recent years, and there are also many funds for investing in institutions and investing in the network security industry. He said.

From the perspective of the industry, Qi Xiangdong believes that future situation awareness, terminal security and boundary security are more valuable development directions for network security.

It is understood that at the Winter Olympics, as a third-party network security service provider, Qianxin fulfilled the promise of "zero accidents" in the network security of the Beijing Winter Olympics. Qi Xiangdong told Shell Financial Reporter that the secret of the successful experience of the Winter Olympics is to put network security situational awareness into practice.

"The core of situational awareness is perception first, and prediction is second. The prediction is divided into two parts, one part is to understand what is perceived, and the other part is to analyze and judge the content after understanding, and then make predictions based on analysis and judgment. This is a revolutionary change in situational awareness technology in the mainland cybersecurity market. Qi Xiangdong said, "In the past, situational awareness was called regulatory situational awareness, such as the regulatory department issued a notice to the supervised places and units through situational awareness, requiring rectification, which is also the mainstream product of the current domestic situational awareness market." In the future, the core of situational awareness should be based on 'prediction', so that it can have the requirements of actual combat. For example, the "zero accident" of network security in the Winter Olympics is the first actual battle of Situational Awareness with prediction function of Qianxin, and it has achieved results, but the development of this technology and product will definitely take several years, and more companies and more people need to participate in collective innovation. ”

In terms of terminal security, Liu Liu, technical leader of the Qianxin Chuantuo platform, said that Qianxin currently has more than 30 terminal products. "The end is the core thing in network security, how to integrate the management and prevention of network security, is the focus of technological innovation, Qianxin has done a lot of exploration in this regard, but this technology is far from the end." Qi Xiangdong said.

In Qi Xiangdong's view, border security is a more core issue in the security industry, "the border is very complicated, for example, in the prevention and control policies of Beijing and Yanjiao in epidemic prevention, beijing and Yanjiao are not integrated, and network security also has boundaries, and the border will continue to open various openings, which will open the door to network attacks, how to carry out integrated and unified management of border security, is a difficult problem." At present, the 'Kunpeng' platform launched by Qianxin is a unified border security war, but this is also in the early stage of development, and there is still more room for development in the future. ”

Beijing News shell financial reporter Luo Yidan

Edited by Bai Huabing Proofreader Liu Baoqing