The concept origin of network information security concept stocks

According to China Securities Network, the information security industry has maintained a steady growth of 15- 18% in recent three years. The growing security threats and the strong support of national policies have helped the information security industry maintain a high degree of prosperity. A number of brokerage research reports show that they are optimistic about the industry, and even predict that the information security industry in China will maintain an average annual growth rate of 30% during the Twelfth Five-Year Plan period. Among A-share listed companies, Venus Star (002439), Visteon, Landun (300297) and Ren Zixing (3003 1 1) all set foot in this industry.

Among A-share listed companies, Venus Star is the leader in the information security industry, mainly engaged in intrusion detection and intrusion prevention products. Information security service was provided for the official website of Beijing Olympic Games and CCTV International website, and the company also participated in the formulation of national and industry network security standards.

Visteon is also in the field of information security, and its password products account for more than 20% of the market segment of information encryption and identity authentication. According to the company's announcement, the "R&D and high-performance VPN equipment industrialization" project, which applied for the national next-generation Internet information security project in 20 12, was included in the national high-tech industry development project plan and received a state subsidy of 8 million yuan. The National Development and Reform Commission will issue an investment plan and allocate funds in batches.

In addition, Blue Shield is mainly engaged in information security integration and information security service. 20/kloc-June/February, the company also used 35 million yuan of super-raised funds to build the Blue Shield Internet public opinion analysis platform project. Ren Zixing is mainly engaged in the review and supervision of network content and behavior. Its products cover government agencies, military industry, internet cafes and other fields, and the market share of internet cafes ranks first in the country.

Phishing websites, hacker attacks, telecom fraud and other network security incidents occur frequently, which has attracted great attention from the Ministry of Industry and Information Technology and other central ministries and commissions. 20 12 in may, the State Council executive meeting formally discussed and adopted "several opinions of the State Council on vigorously promoting the development of informatization and effectively ensuring information security". In addition, the Twelfth Five-Year Plan for National Informatization and the Twelfth Five-Year Development Plan for Information Security Industry issued by relevant departments have also made special arrangements for network information security.

According to the 12th Five-Year Development Plan of Information Security Industry, by 20 15, the scale of China's information security industry will exceed 67 billion yuan, maintaining an average annual growth rate of more than 30%, and it is clear that "promoting the information security industry to become bigger and stronger" and "enhancing the national information security support capacity" are two major development goals.

In terms of specific ideas, according to a series of special plans for information security and network security issued by China before, the localization and security controllability of core technologies and products are particularly emphasized. On 20 1 1 year, China adopted the new secrecy law and the construction scheme of information security level protection, and also put forward specific requirements for the use of domestic equipment.

It is worth noting that an important prerequisite for strengthening the protection of network information is to strengthen the monitoring and management of network information, effectively manage network behavior, and prevent the spread and diffusion of false and improper network information. The State Council's "Opinions" clearly put forward "strengthening the analysis of online public opinion and improving the dynamic guidance and management mechanism of online public opinion", which will also have a greater demand for public opinion monitoring software. Among the listed companies, Tool (300229) ranks first in the software market share in public opinion monitoring, and Mayer Paco (300 188) is also involved in the content security search business. The customers of the two companies are mainly government departments at all levels.