Ministry of Industry and Information Technology determines the pilot project of network security technology application.
The Ministry of Industry and Information Technology said that in order to implement the cyber security law, promote the innovative application of cyber security technology and improve the development level of the cyber security industry, the Ministry of Industry and Information Technology organized the recommendation of pilot demonstration projects for the application of cyber security technology. The Ministry of Industry and Information Technology has determined the pilot and demonstration project of 10 1 network security technology application through unit declaration, local recommendation, expert review and online publicity.
The list of demonstration projects includes China Telecom, China Mobile, Venus Star (002439), State Grid, Guodian Nanrui (600406), Aerospace Information (60027 1), Neusoft Group (6007 18), Chianxin Technology and other companies.
The Ministry of Industry and Information Technology requires all participating units in the selected project to increase R&D investment, promote technological innovation and development, continuously optimize and improve the practicality and popularization of the project, and vigorously support the application and popularization of pilot demonstration projects in key industries. Project recommendation units should strengthen the management and guidance of project implementation units, increase support for pilot demonstration projects, encourage and guide relevant units and enterprises to strengthen their network security guarantee capabilities with reference to pilot demonstration projects, and promote the application and promotion of pilot demonstration projects in various localities and industries.
On May 26th, 20 19 China International Big Data Industry Expo opened in Guiyang, Guizhou. The Expo is co-sponsored by the National Development and Reform Commission, the Ministry of Industry and Information Technology, the National Internet Information Office and the Guizhou Provincial People's Government. With the theme of "innovation and development tell the future", this Expo will promote the innovation and development of big data technology industry and deepen the integration of big data and real economy. Compared with last year, the number of participating countries has increased from 29 to 59, the number of enterprises in the world's top 500 has increased from 15 to 39, and the number of participating enterprises has increased from 388 to 448, among which the number of foreign participating enterprises has increased from 56 to 156, all reaching record highs. With the increasing application of big data in the enterprise field, big data service enterprises are in a period of performance explosion.
sectoral dynamics
Wait for the release of version 2.0 to accelerate the industrial development, upgrading and transformation.
According to the research report, on May 19 and 13, the Basic Requirements for Network Security Level Protection of Information Security Technology was officially released, and will be officially implemented on February 65438 and 1 day, marking the official entry of the level protection standard into the 2.0 era. This standard upgrade makes the network security coverage wider, thus bringing more market space. In addition, the whole process of grading, filing, safety construction, rectification, evaluation and inspection of Isoprotec 2.0 requires high technical expertise. For the government and enterprises, it is uncertain whether they can successfully pass Isoprotec 2.0. Head manufacturers will have good development opportunities by virtue of their technical advantages and completeness of products and services.
The Bureau of Industry and Security (BIS) of the US Department of Commerce listed Huawei as an "entity list", requiring exporters not to help Huawei acquire any articles subject to regulations without obtaining permission. Since then, trade disputes between many countries and Huawei have continued, and the whole computer industry has been affected. However, this storm is expected to further promote the independent innovation of China's key technologies, among which independent controllable enterprises are outstanding.
Wait for the release of version 2.0 to accelerate the development, upgrading and transformation of the information security industry. In order to ensure the implementation of the Network Security Law and meet the needs of the times. Security 2.0 came into being, bringing new development opportunities for the network security industry. Compared with Isoinsurance 1.0, many adjustments have been made in the scope of protection and technical requirements. The main change is to put forward security expansion requirements for individual security protection needs in new technologies and new application fields such as mobile Internet, cloud computing, big data, Internet of Things and industrial control, and promote the transformation and upgrading of the information security industry. At the same time, Equal Protection 2.0 has expanded the subject and scope of supervision, brought new market demand, increased the investment of government enterprises in network security, and accelerated the development pace of China's network information security industry.
Capital proposal
Leading enterprises in sub-sectors are expected to accelerate their growth
A new round of science and technology cycle is coming, which is at the starting point of a new round of growth. Judging from the growth cycle of science and technology industry, it is judged that 20 19-2020 is the starting point for the computer industry to enter the next round of climax. But it doesn't mean that computers will be a big market in 20 19 years, but an opportunity with more obvious structure. On the one hand, companies with R&D capabilities still have strong growth potential; On the other hand, some small-cap companies with solid main business are also expected to accelerate their growth with new opportunities.
In terms of individual stocks, Liu Zejing, a researcher at China Merchants Securities, mainly recommended "five big and six small" from the perspectives of industry barriers, research and development capabilities and growth certainty. Specifically, it is the "five leading R&D enterprises": Hang Seng, UFIDA, Guanglianda (0024 10), Siwei and Straight Flush (300033). From the perspective of short-term countercyclical and growth certainty, it is recommended to "grow up six beautiful girls": Sino-Singapore Secco (0029 12) and Meiya Baker (30033).