Event:
On January 10, 2022, the Ministry of industry and information technology, together with 11 departments, issued a notice on carrying out the pilot demonstration of the application of network security technology, proposing to select a number of innovative, advanced, practical and scalable network security technology platforms or systems as pilot demonstration projects and promote them.
Comments:
In combination with the requirements of “strengthening the application, demonstration and promotion of advanced technology” under the column of “ecological cultivation project of network security industry” in the three-year action plan for high quality development of network security industry (2021-2023) (Exposure Draft) of the Ministry of industry and information technology on July 12, 2021, That is, “select excellent safety products and solutions for 5g, Internet of vehicles, industrial Internet, Internet of things and other key directions, promote the application and promotion of pilot demonstration projects in key industries and promote the transformation of achievements”, We believe that the pilot demonstration of network security technology application echoes many contents in the three-year action plan for high-quality development of network security industry (2021-2023) (Exposure Draft), which are specifically shown as follows:
1. The pilot work covers almost all key network security industries
The notice was jointly issued by 12 departments. The industries covered by the pilot demonstration work include many important industries such as public communication and information services, energy, transportation, water conservancy, emergency management, finance, medical treatment, radio and television, which basically coincide with the important industries involved in key information infrastructure in the regulations on the security protection of key information infrastructure, Echoing the “three-year plan” in which “enterprises in key industries are encouraged to increase investment in network security, disburse network security budget separately, and promote the deployment and application of network security technologies, products and services”.
2. All the nine key directions involve “new technology, new business and new model”. According to the notice, the pilot demonstration project involves nine key directions: cloud security, artificial intelligence security, big data security, Internet of vehicles security, Internet of things security, smart city security, network security common technology, network Security Innovation Service and network security “sophisticated” technology innovation platform, Echoing the three year plan
The “new technology, new business and new model” mentioned in aims to strengthen the “security capacity-building for new digital scenarios and new businesses”.
Based on the above, we believe that the pilot demonstration of network security technology application can be regarded as the starting point for the gradual implementation of the three-year plan, which mainly has the following effects:
1. Accelerate the implementation of “new safety” products
According to the notice, the materials of the pilot demonstration recommended projects will be submitted to the Ministry of industry and information technology before March 15, 2022, and then the Ministry of industry and information technology will organize experts to conduct selection and evaluation, and then carry out a two-year pilot demonstration for the projects that meet the requirements. Considering the time node of this notice, the duration of subsequent pilot demonstration and the development plan of network security industry in the three-year plan, we believe that the product projects selected as pilot demonstration in this work are expected to be rapidly promoted and implemented in the next two years.
2. Consolidate network security investment
We believe that this notice strengthens the relevant requirements of “promoting key industries to increase network security investment, driving supply with effective demand; guiding the transformation of network security products to service and advanced, and creating high-level demand with high-quality supply” in the three-year plan, and further shows the positive attitude of the government and industry regulatory departments towards network security budget allocation, It helps to consolidate the investment of key industries in the field of network security.
Recommended and recommended subjects of concern:
It is suggested to pay attention to Dbappsecurity Co.Ltd(688023) , Sangfor Technologies Inc(300454) , Venustech Group Inc(002439) , Qi An Xin Technology Group Inc(688561) , Nsfocus Technologies Group Co.Ltd(300369) , Beijing Infosec Technologies Co.Ltd(688201) : Topsec Technologies Group Inc(002212) , Hillstone Networks Co.Ltd(688030) , Koal Software Co.Ltd(603232) , Beijing Certificate Authority Co.Ltd(300579) , Jilin University Zhengyuan Information Technologies Co.Ltd(003029) and other risks: macroeconomic depression, policy implementation is less than expected, and downstream industry demand is less than expected
(source: Tianfeng Securities Co.Ltd(601162) )
