360 Security Technology Inc

On August 28, the three major A-share indices fluctuated higher. As of press time, the Shanghai Composite Index rose 0.15%, the Shenzhen Component Index rose 0.45%, the ChiNext Index rose 0.91%, and the STAR Composite Index rose 1.16%. AI application stocks moved higher, with Digiwin Software hitting the 20% daily limit, and 360 Security Technology, China Security, Jiuqi Software, and Topsec all hitting their daily limits. On the news front, overnight US enterprise software giant Salesforce surged more than 21%, with annual recurring revenue from its core AI products Agentforce and Data 360 totaling close to 3.9 billion US dollars, up more than 210% year on year. In addition, Salesforce announced an expanded strategic partnership with US AI giant Anthropic, launching Claudeforce to deeply integrate Claude's reasoning capabilities with Salesforce's enterprise data, workflows, and governance systems, easing market concerns that AI will destroy software companies.

360 Security Technology issued an announcement, projecting net profit attributable to parent company owners for the first half of 2026 at 180 million to 260 million yuan, compared with a loss of 282 million yuan in the same period last year, achieving a turnaround from loss to profit year on year. The company's expected profit is mainly due to continuous iteration of its full range of internet products, enhancing user experience through feature upgrades and refined operations, driving revenue growth in the internet product business and a simultaneous improvement in gross margin, while proactively adjusting product promotion strategies and optimizing resource allocation, leading to a year-on-year decline in marketing expenses. In addition, the company's net profit for the second quarter is estimated at 71 million to 151 million yuan, with first-quarter net profit at 109 million yuan. Based on this, the quarter-on-quarter change in second-quarter net profit ranges from negative 35 percent to positive 37 percent.