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任子行(300311):互联网内容和行为审计迎来新增市场空间

平安證券 ·  Jan 28, 2016 00:00  · Researches

Matter: A survey of the company was conducted recently. Ping An's view: “Network application audit expert”: The company is one of the earliest enterprises in China involved in the field of network information security, and is committed to providing network behavior audit and content supervision products for state management agencies, operators, enterprises and institutions. It participated in the formulation of 5 standards for the network information security industry by the Ministry of Public Security, the Ministry of Industry and Information Technology, etc., has more than 40 national-level core technologies, undertook research and development on more than 30 major national-level topics, and was hailed as a “network application audit expert” by the industry. China's online content and behavior audit and supervision market is developing rapidly: In 2010, China's online content and behavior audit market was only 640 million yuan. It is estimated that the market size in 2015 has reached 2.18 billion yuan, with an average compound annual growth rate of 27.22%. In the future, network behavior and content security issues will become particularly prominent: with the continuous growth of cloud networking applications and the popularity rate of netizens, and the rapid development of software-as-a-service cloud computing and “cloud networking +”, both the cloud network computer room end and the user's broadband access end are developing rapidly. In the future, the security issues of network behavior and content will become particularly prominent. With the establishment of a national security strategy in 2015, supervision will be further strengthened, keeping the prosperity of the information security sub-industry in cloud networking information supervision and public opinion monitoring at a high level. The rapid development of mobile cloud networking has made behavioral auditing of mobile terminals, as well as identity verification and traceability, become the focus of promotion of government public security network monitoring services: the traceability of public opinion supervision and content supervision must be rapidly expanded to mobile cloud networking. The main challenges in auditing the behavior and content of mobile terminal devices are that (1) mobile terminals are connected to the Internet, which is difficult to locate; (2) the real-name system is difficult to implement, and traceability is difficult to implement. This kind of regulatory demand has brought market space for products with wireless and mobile Internet behavior audits and identity verification functions. First coverage, giving a “recommended” rating: At the policy level, the company benefits from the country's emphasis on information supervision and public opinion supervision. As the only listed company in the network application audit security sub-industry, the company is currently facing the continuous rapid development of cloud networking applications, infrastructure upgrading, and mobile cloud networking content

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