A strong network security industry is an important cornerstone for comprehensively improving the ability of network security. In recent years, in order to deal with the increasingly severe network security situation, China's network security policy system has been continuously improved, and the development of network security industry has entered the "fast lane". A few days ago, The White Paper on China's Network Security Industry (hereinafter referred to as The White Paper) released by China information and Communication Research Institute showed that the scale of China's network security industry reached 172.93 billion Chinese yuan in 2020, an increase of 10.6% over 2019. In 2021, the industrial scale was about 200.25 billion Chinese yuan, with a growth rate of about 15.8%. On the whole, the development trend of the enterprise is generally good, the technological innovation is highly active, the ecological construction is constantly improved, and the comprehensive strength is significantly enhanced, making an important contribution to the security of the national cyberspace.
The scale of network security industry has increased steadily and the capital enabling effect has emerged.
In recent years, China's network security policy system has been continuously improved. According to incomplete statistics, by the end of June 2021, China had issued more than 200 laws and administrative regulations on network information security and data compliance, forming a system of network security laws and regulations covering the fields of network security level protection, key information infrastructure protection, data security management, personal information protection and so on. The network security supervision policies in new technologies and applications such as artificial intelligence and the Internet of things have been continuously improved, and the law enforcement of network security has been gradually strengthened.
In terms of the layout of the network security industry, The White Paper points out that with the comprehensive development of China's new infrastructure construction, the demand for network security driven by new technologies and new scenarios is increasing day by day. Big data, cloud computing, Internet of things and industrial Internet are areas with more market players. In addition, the emergence of new technologies and concepts of network security has brought new opportunities for market reconstruction and reshuffle. From the survey data, dynamic boundary, intelligent analysis, active defense and cloud services are the promising development direction of network security technology in the current market.
From the perspective of the revenue of network security enterprises, the data released by The White Paper shows that although the revenue of most listed enterprises maintained growth in 2020, the average growth rate was significantly lower than that in 2019. The average revenue of the selected 20 listed companies of network security in 2020 was 1.526 billion Chinese yuan, with an average growth rate of 13.77%, which was significantly lower than the level in the same period in 2019 (30.14%). From the perspective of the profits of network security enterprises, the average net profit of 20 network security listed enterprises in 2020 was 185 million Chinese yuan, and the average growth rate of net profit was 15.28%, slightly higher than the level in the same period in 2019. On horizontal comparison, the overall profitability of China's network security listed enterprises is better than that of similar international enterprises. In terms of network security R & D, The White Paper shows that the R & D investment of China's major network security listed enterprises is generally rising, but the R & D cost rate is lower than that of international peers. The average R & D expenses of 18 major network security listed enterprises reached 263 million Chinese yuan in 2020, 41 million Chinese yuan higher than that in 2019.
While the network security industry is booming, the capital enabling effect is further emerging. The White Paper points out that China's financing in the field of network security remains hot. According to incomplete statistics, there were 77 financing activities in the field of network security in China in 2020, and the total amount of financing disclosed was about 7.82 billion Chinese yuan. At present, China's network financing activities are mainly concentrated in the short and medium term. From the financing technical field, data security, security services and industrial control security are popular financing fields. However, compared with the active situation of M & A transactions in the field of network security abroad, the number of M & A transactions in the field of network security in China is very few. At the moment, there are many enterprises in the network security market, which are distributed in each sub-track. It is urgent to lessen vicious competition, reduce internal loss of resources and improve scale effect and industry concentration through M & A integration and enterprise exit mechanism.
The industrial structure and development quality need to be improved. We need to strengthen technological innovation and improve the industrial ecology
Although the development of China's network security industry is still in the primary stage of rapid growth, there are still many problems compared with the requirements of high-quality development. The White Paper points out that from the perspective of market development, although the industrial scale is growing steadily, the industrial structure and development quality need to be improved. There are problems such as lack of high-end network security products, lagging development of security services, and low integration of products and services with key industries. From the perspective of enterprise competitiveness, there is still a large gap between China's top enterprises and international leading enterprises in terms of revenue, R & D investment and technical level. It is difficult to break through the business in the international market. Although there exists many small and medium-sized enterprises, their strength is generally weak. From the perspective of industrial ecology, the lack of relevant talents, insufficient capital support, low security awareness and immature demand environment have become important factors restricting network security technology innovation and industrial development.
With the rapid development of digital economy, the network security industry has also ushered in a new stage of development. The White Paper puts forward suggestions for the development of the network security industry. The first is to accelerate the improvement of policies and measures, strengthen the strategic deployment and comprehensive implementation in key areas, speed up the introduction of top-level laws and regulations, promote the implementation of supporting policies, and constantly strengthen the network security supervision of cross-border listing of enterprises. The second is to continue to strengthen technological innovation, improve the industrial supply level, improve the specialization level of new network security technologies, products and solutions faced with the differentiated needs of 5G, Internet of vehicles, Internet of things, industrial Internet and other fields, get the level of security technologies such as zero trust, trusted computing and pseudo defense better, so as to gradually build a comprehensive network security protection system. The third is continuously optimize the talent structure, improve the talent echelon construction, accelerate the construction of a multi-level network security talent training system, and strengthen the training of innovative, skilled and practical talents. The fourth is to scientifically plan factor resources, optimize the industrial ecological environment, constantly promote the construction of network security industrial park, and strengthen the agglomeration effect of network security industry.
