Qiming Xingchen planned for transfer control, and the new wind came to the Internet security industr

21st Century Business Herald reporter Zhao Yunfan Shanghai report

On the evening of June 12, the net security equipment and application solution supplier Qi Mingchen (002439.SZ) announced that it was planned to plan to issue shares to a specific object of non -public objects and began to suspend trading the next day. At the same time, the company's actual controller Wang Jia and Yan Li and his wife intend to entrust the voting rights of some of the listed companies to exercise to a specific object. If the above matters are finalized, the control of listed companies will be changed.

For key information such as specific objects, key information such as stock issuance, Xingxingchen has not made any disclosure.

Analysts believe that Qiming Xingchen's fixed increase and voting rights transfer will have a high probability that it will invite relevant central enterprises or other state -owned enterprise institutions to enter the bureau.

Industry insiders told reporters that the introduction of state -owned assets and combat investment in online security companies is a conventional operation. After the introduction of the "equal guarantee 2.0" policy that strengthens the national network security, online security companies with state -owned assets will often have more business opportunities.

Looking for "backing"

The reporter found that the situation where the controlling shareholder of the listed company was transferred in the past. However, this time, Qiming Xingchen did not seem to be "bailout".

In fiscal year 2019 to 2021, Qiming Xingchen recorded operating income of 3.089 billion yuan, 3.647 billion yuan and 4.386 billion yuan, respectively, and the net profit attributable to mothers reached 688 million yuan, 804 million yuan and 862 million yuan, respectively. The overall operation was stable.

However, the same is the leader of the Internet, and the situation of Qiming Xingchen is not better than other A shares.

For example, Qi Anxin (688561.SZ) in 2019-2021 revenue was 3.154 billion, 4.161 billion and 5.809 billion, respectively, and the year-on-year growth rate reached 73.61%, 31.93%and 39.60%, respectively. .Sz) revenue during the same period reached 4.590 billion, 5.458 billion, and 6.805 billion, respectively; the growth rates reached 42.35%, 18.92%and 24.67%, respectively.

Including Weifong (002268.SZ), Green League Technology (300369.SZ) and Anheng Information (688023.SH) and other online security companies have faintly later trend.

The analysis believes that Qiming Xingchen's reorganization has a strange place with the "background" in the background of the state -owned assets in recent years.

Taking Qi Anxin as an example, the company's predecessor was the enterprise safety business group under the three or 60 (601360.SH), which was renamed Qi Anxin in April 2019. In May of that year, China Electronics shared a strategic shares of Qi Anxin for 3.731 billion yuan, making the latter formally a network security national team.

In September 2021, Weng Jieming, a member of the Party Committee and Deputy Director of the SASAC, also publicly stated that China Electronics wants to promote the Qi Anxin Group, which has funded its capital, to build a world -class network security enterprise around the world.

The same as the central enterprise electronic information industry group, the network security layout of China Electricity Department is relatively scattered. Its Holdings Guoditong Company has strategically invested in Nanyang (002212.SZ) and Green League Technology in recent years.

In addition, Miabacco (300188.SZ) was invited to enter the "platform" as early as 2019.

The reporter found that all the people found that they only believe that service and Qi Ming Xingchen still did not have a deep state -owned background.

"Waiting for Insurance 2.0" drives the new wind of the Internet

So Hebang's enterprise wants to invite the state -owned background enterprise to join?

The reporter learned that in recent years, the "Measures for the Protection of Information Safety Level" -the so -called "equivalent 2.0" landing has made government enterprise network security equipment and services regain the air outlet.

It is reported that the term "waiting for guarantee" first appeared in the "Administrative Measures for the Protection of Information Safety Level" and "Basic Requirements for the Protection of Information System Security Level" issued in 2007 and 2008. The new version of the new editions promulgated in 2019 is called "equal insurance 2.0". It provides grade standards for government -Enterprise network security by refining rating procedures and rating processes.

"In the past few years, the localization of Net Security was mainly conceptual. Instead, in recent years, the Internet security companies have actually quantified in terms of domesticization." A government -enterprise network service industry practitioner told reporters.

"Although the domesticization has shouted for many years, the" and such as the "such as the" such as the "such as the" such as the trend and opinion document. Therefore, many enterprises and institutions are now rectifying and adding allocation based on the update of the "Protocol" documents. "

The reporter learned that in the 2019 "Waiting Insurance 2.0", it has adopted a more detailed five -level insurance requirements involving network application enterprises and institutions. It requires corporate network security All five aspects of the environment and management centers are all set up hardware and systems in accordance with the corresponding Internet security levels.

Since then, in 2021, further updating the "Equal Protection 2.0" has been repaired by the original insurance evaluation system. According to the calculation of Tianfeng Securities at that time, the amendment of the round of such rounds will bring nearly 2 billion increase markets.

"Waiting for the industry is an industry that constantly updates iteration and needs to invest a lot of maintenance costs." The aforementioned person told reporters.

And because the professional requirements of equal insurance are difficult and difficult, it is generally difficult for enterprises and institutions to recruit suitable online security business personnel, so they will choose to provide a network security package solution supplier to upgrade. "Compared with ordinary enterprises, the requirements of institutions such as hospitals, schools, etc., or financial institutions, government units and other insurance audits are very high. Usually these institutions are required to do three or higher guarantees. Projects involving the iterative system of hardware applications and data. And the higher the preparation requirements, the shorter the audit cycle of the network security, and the high -level insurance units must do a security review in almost two or three years. " , Suggesting that the business space is huge.

Public information shows that in recent years, Qiming Xingchen has opened up channel expansion plans including the "Legion" and "Mayor Plan".

In the recent survey, Qiming Xingchen pointed out that thanks to the "Legion" business engine, central enterprises, telecommunications and financial growth in the first quarter, there will be many projects in special industries and government industries in the second half of the year. The company has strengthened the contact and development of regional customers with budget guarantees through the "Legion" system and "Mayor Plan".

The aforementioned person told reporters that the aforementioned person told reporters that although the state -owned assets are not business, there are many benefits.

"At present, each large city has some state -owned security review institutions or operating companies. Generally, when they are doing safety audit of enterprises and institutions, if the level is not reached, the audit unit will provide some specific brands to the test unit. Products such as physical firewalls or net bastion machines are used for rectification and use of objects, so this is a very resources. "The aforementioned person revealed.

"It is not to say that non -state -owned enterprise capital must not be engaged in an equal insurance business. The social capital of Tencent Ali 360 is also doing this. Business support may also be inclined. "

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