On September 8, 2020, at the Global Digital Governance Seminar, China expressed its willingness to constructively participate in multilateral platform data security discussions. In order to deal with new issues and challenges, China is willing to launch a global data security initiative and welcomes the active participation of all parties.
On September 8, Ren Zixing, a leading digital security concept stock, surged 20%.
What exactly is the Global Digital Security Alliance? Why was this initiative launched? What is its connotation? Based on this connotation, what are the benefits? This article will bring you the core interpretation.
1. Why should we mention the Digital Security Alliance at this time?
We now need to understand what is actually happening.
On the one hand, we are at a historical moment when a new round of scientific and technological revolution and industrial transformation are gaining momentum. Promoting the integrated development of the digital economy and the real economy, accelerating the conversion of old and new driving forces, and cultivating new industries and new business formats are common tasks faced by all countries.
On the other hand, the COVID-19 epidemic sweeping the world is a major test of the capabilities of various countries and global governance. As countries fight against the epidemic, digital technologies such as artificial intelligence, big data, and cloud computing, as well as new business formats such as remote office and cloud economy, are developing rapidly.
The interaction between these two aspects has led to increasing data security risks, which are related to national security, public interests and individual rights, and also pose new challenges to global digital governance.
Currently, the following pain points exist in the field of digital security:
1. A large amount of data flows frequently across borders, testing government governance capabilities from aspects such as concepts, legislation, and management mechanisms.
2. The laws, regulations and standards of different countries have also pushed up the compliance costs of global enterprises.
3. After the epidemic, anti-globalization has become prevalent, data security in various countries has declined, and digital barriers between countries have deepened.
2. What is the connotation of the Global Digital Security Alliance?
Key elements of the initiative include:
First, treat data security objectively and rationally, and be committed to maintaining the openness, security, and stability of the global supply chain.
The second is to oppose the use of information technology to destroy other countries' critical infrastructure or steal important data.
The third is to take measures to prevent and stop personal information infringement. Information technology must not be abused to conduct large-scale surveillance of other countries or illegally collect personal information of citizens of other countries.
Fourth, companies are required to respect local laws and not force domestic companies to store data generated and obtained overseas within their own country.
Fifth, respect the sovereignty, jurisdiction and data management rights of other countries, and do not directly obtain data located in other countries from companies or individuals.
Sixth, the need for cross-border retrieval of law enforcement data should be addressed through judicial assistance and other channels.
Seventh, companies that provide information technology products and services are not allowed to set up backdoors in their products and services to illegally obtain user data.
Eighth, information technology companies must not take advantage of users' dependence on their products to seek improper benefits.
3. Stock market income direction and concept stocks
Judging from the connotation of this global digital security initiative, it is essentially a country stepping forward to establish a top-level framework for data exchange between countries.
The current demand and market growth rate of the information security industry cannot reflect the current situation of information "insecurity" we are facing. Three major investment lines for selected stocks: First, continue to focus on high-growth stocks with reasonable valuations in the smart city field: Huayu Software, Philips, Jebsen Holdings, and Taiji Holdings; second, Beixin, a leading company in the field of big data and information security Yuan, Venustech, NSFOCUS Technology; the third is financial IT-related fields with the ability to transcend cycles, such as Jinzheng Technology, Changliang Technology, and bottom-up bids of China Overseas Technology, Yuangguang Software, Hande Information, NavInfo, etc.
Now let me introduce to you the six major network security concept stocks in my country!
Information security industry:
1.Venus()
Company profile: Venustech Information Technology Group Co., Ltd. was founded in 1996 by Ms. Yan Wangjia, a Ph.D. student studying in the United States. It is the most powerful network security product, trustworthy security management platform, security service and solution in China with completely independent intellectual property rights. Comprehensive provider. On June 23, 2010, Venustech was officially listed on the Small and Medium Enterprise Board of the Shenzhen Stock Exchange.
Strength index: ★★★★★
2.Visitor()
Company Profile: Ristron Information Industry Co., Ltd. was established in 1998 and was initiated by the 30th Research Institute of China Electronics Technology Group Corporation. It was successfully listed in July 2008 and became “China’s No. 1 Information Security Stock”.
Strength index: ★★★★★
3. Blue Shield Shares ()
Company profile: Blue Shield Co., Ltd., also known as Blue Shield Co., Ltd., formerly known as Guangdong Tianhaiwei Digital Technology Co., Ltd., was established on October 29, 1999 and began issuing shares in March 2012.
Strength index: ★★★★★
4. Ren Zixing()
Company profile: Ren Zixing Network Technology Co., Ltd. was established in May 2000, with a current registered capital of 448.331331 million yuan. It is China's leading network audit supervision solution provider. It was successfully listed on the GEM on April 25, 2012, becoming one of the first companies in the domestic information security industry to achieve listing.
Strength index: ★★★★★
Public opinion monitoring software:
5. Torsi()
Company profile: Beijing Torsi Information Technology Co., Ltd. is a key software enterprise within the national planning layout, with a registered capital of 465 million yuan. Listed on the GEM of the Shenzhen Stock Exchange in 2011, it is the first big data technology company listed on the A-share market. Enterprise, the company's assets are nearly 2 billion yuan.
Strength index: ★★★★★
6. Taxaceae()
Company profile: Xiamen Meiya Pico Information Co., Ltd. was established in 1999 and was officially listed on the GEM of the Shenzhen Stock Exchange on March 16, 2011.
Strength index: ★★★★★
The above is the current ranking of my country's six leading cybersecurity concept stocks. Since the specific business directions and sales targets of each company are different, the above rankings are in no particular order and are for reference only.
Summary of listed companies related to information security concept stocks:
Meiya Penko ()★ company is a leading domestic provider of electronic data forensics and security products and services. Its main business includes two product series: electronic data forensics products and network information security products.
Lisichen ()★ Beijing Lisichen New Technology Co., Ltd., a wholly-owned subsidiary, has the "Computer Information System Integration Qualification Certificate Involving State Secrets" issued by the State Secrets Bureau.
Blue Shield Co., Ltd. () ★The company focuses on the field of enterprise-level information security and has built a complete business system based on information security products and covering information security integration and information security services.
Inspur Information () Company's servers have ranked first in domestic server production and sales for 10 consecutive years. Inspur Group, the company’s controlling shareholder, signed a global strategic cooperation memorandum with Microsoft. The two parties will establish a global strategic partnership and conduct comprehensive research on application software, solutions and IT services, server OEM, management training and exchange projects, and software legalization. cooperate.
Ren Zixing (Ren) Company is China's leading provider of cybersecurity audit and regulatory solutions. The Internet cafe billing product "Dragon Butler" developed by Ren Online Games, a wholly-owned subsidiary of the company, has been installed and used in 17,700 Internet cafes across the country. It is the company with the largest number of customers among similar companies in the market.
NSFOCUS Technology ( ) mainly serves enterprise-level users in the fields of government, telecom operators, finance, energy, Internet and other fields, providing customers with network and terminal security products, Web and application security products, compliance and security management products and other information. Security products and professional security services. The company is the industry's leading provider of comprehensive information security. Its competitive advantages in multiple market segments have established the company's global position: the company has a complete line of information security products and services that can provide services to a wide range of industry customers and large, medium and small enterprises. All-in-one comprehensive security solution. The company ranks first in the industry in terms of market share in the intrusion prevention hardware market, anti-denial of service security market, web and application protection system market, and vulnerability scanning product market. Its market share ranks second and fourth in the industry in the intrusion detection hardware market and content security management hardware market respectively. . At the same time, as a comprehensive information security provider, the company will benefit from the trend of increasing industry concentration and occupy a greater advantage in market competition.
Weishitong () Company is China's largest supplier of encryption products and the largest information security manufacturer in the user market for specific sensitive industries. ()★The company is a comprehensive provider of completely independent intellectual property rights, the most powerful network security products in China, a trustworthy security management platform, and professional security services and solutions. At present, two main business lines of security products and security services have been formed, which can relatively completely cover the network security needs of customers. Information security products and services lead the country.
Beixinyuan () company's products are also widely used in important fields such as large state-owned enterprises and institutions, government departments, military enterprises, energy, and finance. Currently, its number of client users has exceeded 10 million and its management networks have reached thousands. , involving thousands of users in various industries.
Tongyou Technology () Company has military information security product certification; Ministry of Public Security information security product certification; military equipment and materials network procurement qualification certification, etc.
() The company's Internet security testing business is led by a R&D team led by returned PhDs in fields such as automatic control and structural engineering. The system monitors key nodes of the communication tower through sensor monitoring to ensure the safety of the communication tower.
Wangsu Technology Co., Ltd. is one of the earliest manufacturers in China to carry out IDC and CDN business, providing customers with intelligent DNS domain name resolution services. In the first half of 2013, the company successively launched products targeting network security services, such as SAS security acceleration solutions, WSS network security protection services, etc.
Xuanji Information () Company is mainly committed to providing embedded system testing products and technical services for the national defense and military industries, and providing embedded information security products and intelligent mobile terminal products for the embedded industry.
Zhongke Jincai () has the information security service qualification (Security Engineering Level 1) certificate
Blue Co., Ltd. is a corporate member of the International Cloud Security Alliance and is a comprehensive network monitoring and Blue Shield network public opinion analysis platform.
Rongji Software () is a high-level qualification unit involved in national secret computer information system integration Grade A qualifications, weapons and equipment scientific research and production, and third-level confidentiality qualification units.
The main business of Aerospace Information () includes anti-counterfeiting tax control systems, IC cards, system integration services, etc., involving taxation, public security and other fields. It is a major participant in large-scale national information projects and e-government affairs.
Torsi's business has expanded to industries involving national security and public security, such as public security, military and other confidential fields.
Venustech is a market leader in intrusion detection and prevention, unified threat management gateways (UTM), security compliance auditing, security professional services and security management platforms (SOC), with customers including governments and militaries.
Meiya Pico is China's leading provider of electronic data forensics and security products and services. Its main business includes two product series: electronic data forensics products and network information security products, electronic data identification services and Internet digital intellectual property protection services. Two major service systems.
Wystone () is China's largest provider of cryptographic information security products, with the largest market share in information encryption/identity authentication products in the country.
Tongyou Technology () builds efficient and reliable storage, backup and disaster recovery systems for data centers, cloud computing, Internet of Things, etc. for governments, military, military industry, and large enterprises and institutions.
Beixinyuan (Beixinyuan) is a national high-tech enterprise specializing in the field of information security. Its main business is the research and development, production, sales and provision of technical services for information security software products.
city security
Dr. Peng's security business mainly focuses on urban security network construction, with independent research and development products and exclusive agent products.
Infineon develops, produces and operates optical transceivers and closed-circuit television system products, and is one of the few domestic suppliers of high-end security products.
Amap Infrared () Company is no longer just a supplier of military products, but also undertakes the research and development mission of "military informatization" in the fields of infrared imaging and infrared guidance.
Dali Technology () With the advancement of my country's military modernization, the increase in the military industry market will be the main driving force for the company's future performance growth.
Dahua Co., Ltd. () is a leading enterprise in the national security video surveillance industry. Its main products include embedded digital hard disk video recorders, digital program-controlled dispatchers, and digital remote image monitoring systems.
标签： #Information Security #Data Security #Information Security Standards #Network Security #Venus
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