In response, pan Helin, executive director of the Digital Economy Research Institute of Central South University of Finance and law, told Securities Daily that the overall demand for network security must be on the rise, but the types of demand are also changing. For example, financial institutions, for example, will see a substantial increase in security demand in the future, because of the continuous improvement of security awareness and the increasingly complex international environment. From this point of view, the allocation opportunities of leading stocks in the field of network security segmentation appear.
With the rapid development of the network industry and policy support, the network security industry is expected to usher in rapid development. Mo Jing, a researcher at private placement network, told Securities Daily, on the one hand, in the process of continuous development of new technologies such as cloud computing, big data and Internet of things, network security issues such as cloud security, big data security, and Internet security are particularly important; on the other hand, network security has been given a very high status in the national development strategy With the continuous introduction of policies, the industry is expected to benefit from the policy drive for a long time.
We can see that the fundamental profitability of Listed Companies in the network security industry is gradually improving, which has become an important support for many institutions to be optimistic about the future market allocation opportunities of the plate. According to the statistics of the same flush, 23 of the 68 listed companies in the network security industry achieved a year-on-year increase in net profit in the first three quarters of this year, accounting for more than 30%. Hongda new materials, jingtianli, Guohua Wangan, Meiya Baike and other four companies achieved a net profit increase of more than 100% over the same period of last year.
The network security sector has entered the start-up period. Looking back last year, the order peak of Listed Companies in the industry started in the third quarter, mainly due to network security protection. But this year in the time delay, the current time point is more similar to the end of the second quarter of last year, the beginning of the third quarter, the fourth quarter orders accelerated release, plate is expected to meet the wind Huachuang securities industry strategy analyst Wang Wenlong said.
By multiple positive resonance, on December 1, the network security sector was active, rising 1.88% as a whole, with 58 concept stocks rising, accounting for more than 80%. Zhongfu, Suntech, and other stocks rose by more than 5.08%, including zhongshike, xinrongtong, etc.
Not only that, the current market mainstream long funds have also poured into the relevant concept stocks to add positions. Statistics show that on December 1, a total of 39 concept stocks in the plate showed a large net inflow of funds. Among them, the net inflow of large single funds of China software ranked first, reaching 198.0397 million yuan. Six concept stocks including Inspur information, China Great Wall, dongfangtong, ZTE, Shunwang technology and beixinyuan were all favored by large single funds of more than 20 million yuan on the same day. The 7 concept stocks attracted 532 million yuan in total. The future performance is worthy of attention.
Regarding the aftermarket opportunities of the board, Wang Xuan, chairman of Chengen capital, told Securities Daily: with the acceleration of new infrastructure such as 5g, it brings a lot of incremental space for the development of Chinas network application, but also challenges the governance of network security. Network information security products are usually divided into security hardware, security software and security services. At present, zero trust, as a new security concept under the trend of boundless it, has become the key technology and general trend of global network security. Foreign zero trust business model has been relatively mature, and Chinas market is just emerging. At present, among the information service providers, Shenxin, Qianxin and QIMINGXING are at the forefront. The performance of the above-mentioned companies has also improved quarter by quarter, so investors can focus on it.