Zhitong Financial APP learned that on January 16, affected by the news of the top-level documents of the data security industry released by 16 departments, A-share data security concept stocks opened briskly. As of the press release, Sanwei Xinan (688489.SH) rose by more than 12%, intelligent micro intelligence (001339.SZ) rose by the limit, and stocks such as an Heng Information (688023.SH), Qi Anxin, Qimingxing (002439.SZ), Jida Zhengyuan (003029.SZ) and other stocks rose.
On January 13, 16 departments, including the Ministry of Industry and Information Technology, issued guidance on promoting the development of data security industry. By 2025, the basic capability and comprehensive strength of the data security industry will be significantly enhanced. The industrial ecology and innovation system has been initially established, the standard supply structure and coverage have been significantly optimized, the supply capacity of products and services has been greatly improved, the level of application in key industries has been continuously deepened, and the talent training system has been basically formed. The scale of the industry has expanded rapidly, and the scale of the data security industry has exceeded 150 billion yuan, with an annual compound growth rate of more than 30%.
With the increasing attention to data security in our country, data security has become a national strategy, and the introduction of "three laws and one regulation" on network security also has more stringent requirements for enterprise personal information protection and data security. Digitalization + compliance + Xinchuang are the three important factors driving the rapid growth of the data security industry, and the industry is expected to usher in a high demeanor.
Ping an Securities said that the "opinion" provides guidance and impetus for the development of China's data security industry from the top policy level. In the future, the industry will make remarkable progress in the improvement of innovation capability, the construction of standard system, the promotion and application of technological products, and the construction of industrial ecology, and the scale will continue to grow at a high speed. At the same time, the "opinion" will guide large enterprises with the "head goose" effect to develop into the leading backbone, guide small and medium-sized enterprises to take the road of "specialization and innovation", and promote the all-round development of the industry.
China Merchants reported: the current development of data factor market as a national strategy, data security is an important guarantee, the importance of data security continues to highlight, and the construction of data security is expected to continue to accelerate.