According to the news, the second world internet conference was held in Wuzhen from February 20th15 to 16 to 18. The theme of this conference will be "Interconnection, * * * Enjoy * * * Governance-Building the Same Body of Cyberspace Destiny". It is the largest and highest-level Internet conference held in China, and it is also a summit in the world Internet field.
Industry organizations predict that the Internet industry is expected to set off a new round of investment boom, and concept stocks may erupt again.
Jiang Guoping, an analyst at Everbright Securities (60 1788), believes that Internet topics such as finance, education and medical care will continue to ferment, and the influence of the Internet on financing, trading and other industries will deepen, and the application of the Internet in production, logistics and other fields will begin to deepen. Industry 4 .0 and Internet logistics will become a new way out.
In fact, under the background of economic transformation, the penetration of all walks of life into the Internet field is one of the important directions. A number of listed companies announced to speed up the pace of integration with the Internet, involving agriculture, construction, automobiles, finance, media, medicine, medical care and other fields. With the continuous fermentation of the "internet plus" effect, the fields of finance, medical care and education have received great attention.
The average annual growth rate of information security exceeds 40%
The "Thirteenth Five-Year Plan" proposes to implement the strategy of strengthening the country through big data and network. With the vigorous promotion of policies, network security, as an important part, will usher in the opportunity of rapid development. Relevant data show that the global information security expenditure reached $75.4 billion in 20 15 years, and with unpublished data, the global information security market has reached $10 billion. In the past three years, the average annual growth rate of China's information security industry has exceeded 40%, and the domestic information security market has reached 1000 billion.
At present, China has become the largest internet market in the world. According to the report of China Internet Network Information Center, by the end of June 2065438+2005, China's Internet penetration rate was 48.8%, and the total number of netizens reached 668 million. With the popularity of the Internet, network security incidents are on the rise. As a national strategy, network security is welcoming a series of policy support.
GF Securities (000776) said that there are three areas of information security that deserve attention: one is the field of encryption technology, especially mobile encryption technology; Second, domestic software and hardware and IT system equipment providers serving the government and state-owned enterprises; The third is the domestic provider of bank-specific information equipment. Encryption technology is the most important, because it is the most feasible to realize localization in this field.
In terms of individual stocks, GF Securities suggested focusing on Asahi Technology (300333), Lisichen (3000 10), Meiyabek (300 188), Metano (300038), Lumeng Technology (300369) and Ren Zixing (30039).