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"description": "2026年11月13日（优分析／产业数据中心报导）⸺ 中华资安(7765-TW) 计划于 2026 年 12 月启动后量子密码的 POC，2027 年第 1 季推出以后量子加密为主的 WAF 服务，让客户不必更动自家网站就能完成迁移。后量子密码是为了对抗量子电脑破解现行加密演算法。金管会在 2026 年 6 月发布金融业后量子密码迁移参考指引，要求金融机构把量子风险提升到董事会层级；指引给出 2026 年到 2035 年的分阶段建议，但没有罚则，公司表示这项技术目前还没有法遵的驱动力。现在还在初",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6661049/o/e88a9836b36532dba07c88258c5aa247.jpg\" alt=\"优分析产业资料库－中华资安投资于未来的支出项目（研发费用、设备资本支出、推销费用与存货）\" /><p>2026年11月13日（优分析／产业数据中心报导）⸺ 中华资安(7765-TW) 计划于 2026 年 12 月启动后量子密码的 POC，2027 年第 1 季推出以后量子加密为主的 WAF 服务，让客户不必更动自家网站就能完成迁移。</p><p>后量子密码是为了对抗量子电脑破解现行加密演算法。金管会在 2026 年 6 月发布金融业后量子密码迁移参考指引，要求金融机构把量子风险提升到董事会层级；指引给出 2026 年到 2035 年的分阶段建议，但没有罚则，公司表示这项技术目前还没有法遵的驱动力。</p><h2>现在还在初期</h2><p>公司将这项业务分为两个方向：协助客户迁移，以及用 WAF 帮客户达成后量子加密。市场业者分别投入晶片或软体，公司则不涉足晶片与软体，专注迁移顾问与 WAF 服务，目前仍处于初期。</p><p>迁移的难处在于客户不清楚自身加密技术的应用位置。公司表示，企业若无法找出所有加密漏洞，就难以确定更换的起点；较简便的做法是将对外线路交由一个节点处理。</p><p>该节点就是 WAF，全名是 Web 应用程式防火墙。WAF 位于网站与外界之间，客户的流量经过这个节点，由它完成后量子加密，客户端的网站与应用程式不必重写。</p><h2>POC 先跑再谈规模</h2><p>POC 先以真实环境验证服务能否运作，通过后才接入客户的正式环境，时程订在 2026 年 12 月到 2027 年第 1 季之间。公司 2026 年的研发重心放在 AI 相关产品，后量子是新增的服务项目，距离贡献营收还有一段时间。</p><p>如下图，根据优分析产业资料库，研发费用从 2025 年第 3 季的 3,300 万元左右增加到 2026 年第 3 季的 4,500 万元左右，一年内多了近四成。</p><p><img src=\"https://cimg.cnyes.cool/prod/news/6661049/o/b58caeea9d0644fe29ce96bc0c970dbf.jpg\" alt=\"中华资安投资于未来的支出项目，研发费用一年内增加近四成\"></p><p>（资料来源：优分析产业资料库）</p><p>需求端的讯号来自金融业。量子风险虽已提升至董事会层级，仍未订出强制期限，企业何时更换加密技术，仍取决于自身风险评估。</p><p>后量子业务在 2026 年仅进展至 POC，还没有进入客户的正式环境；客户端没有罚则、也没有强制期限，该业务订单将取决于金融业自身的风险评估，缺乏法规时程的推动。</p><p>※ 本文经「优分析」授权转载，原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/5544559340\">原文连结</a>\n <br>※ 免责声明：文中所提的个股、基金、期货商品内容仅供参考，并非投资建议，投资人应独立判断，审慎评估风险。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-12295.html\" title=\"和勤精机上半年转盈EPS0.32元 汽车及硬碟冲压件仍是支柱\">和勤精机上半年转盈EPS0.32元 汽车及硬碟冲压件仍是支柱</a></li>\n <li><a href=\"/new/tw/article-21255.html\" title=\"群翊手中订单爆增 新厂规划明年1月动工、2028年投产\">群翊手中订单爆增 新厂规划明年1月动工、2028年投产</a></li>\n <li><a href=\"/new/tw/article-19413.html\" title=\"营收速报 - 洋基工程(6691)9月营收45.95亿元年增率高达114.28％\">营收速报 - 洋基工程(6691)9月营收45.95亿元年增率高达114.28％</a></li>\n <li><a href=\"/new/tw/article-4007.html\" title=\"台股千点暴跌遭洗出场？华通惊传违约交割8574万元\">台股千点暴跌遭洗出场？华通惊传违约交割8574万元</a></li>\n <li><a href=\"/new/tw/article-7441.html\" title=\"时硕工业AI液冷正式量产！新订单才刚开始，人形机器人布局同步推进\">时硕工业AI液冷正式量产！新订单才刚开始，人形机器人布局同步推进</a></li>\n <li><a href=\"/new/tw/article-25030.html\" title=\"巨亨速报 - Factset 最新调查：健策(3653-TW)EPS预估下修至67.53元，预估目标价为9450元\">巨亨速报 - Factset 最新调查：健策(3653-TW)EPS预估下修至67.53元，预估目标价为9450元</a></li>\n </ul>\n</div>",
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