构建网络安全发展新生态

Core Viewpoint - The cybersecurity industry in China is experiencing significant growth and transformation, driven by advancements in technologies such as artificial intelligence, quantum communication, and 6G, alongside a shift from compliance-driven to risk-driven security needs [1][4][7]. Market Growth and Trends - The global cybersecurity market is projected to reach $216.8 billion in 2024, with a year-on-year growth of 12.3% [1]. - China's cybersecurity market is expected to grow from $11.2 billion in 2024 to $17.8 billion by 2029, reflecting a compound annual growth rate (CAGR) of 9.7% over five years [1]. - Global cybersecurity IT investments are forecasted to increase from $244.4 billion in 2024 to $416.2 billion by 2029, with a CAGR of 11.2% [2]. Industry Development and Challenges - The cybersecurity industry in China is transitioning from pure market expansion to a focus on high-quality and sustainable development, influenced by digital transformation and improved regulations [2]. - The number of new cybersecurity companies in China has been increasing, with 30 publicly listed firms by mid-2025, and 12 of 24 analyzed companies projected to achieve revenue growth in 2024 [4]. - The market share of leading cybersecurity firms is declining, while mid-tier and small enterprises are gaining ground, indicating a shift in competitive dynamics [4]. Standardization and Governance - China is advancing its cybersecurity standards framework, which includes developing standards for software supply chain security and data classification, to support healthy industry growth [3]. - The establishment of standards is crucial for the governance of emerging technologies, such as artificial intelligence, providing compliance baselines and technical references [3]. Collaboration and Innovation - Industry stakeholders are encouraged to collaborate to enhance the cybersecurity ecosystem, focusing on key areas like chip technology and artificial intelligence [5]. - The integration of AI in cybersecurity is rapidly evolving, with companies deploying AI-driven solutions to improve operational efficiency and threat response [6]. Emerging Threats and Opportunities - The rise of AI technologies presents both opportunities and risks, as they can be exploited for sophisticated cyberattacks while also enhancing defensive capabilities [7]. - Experts emphasize the need for a comprehensive security framework that incorporates AI capabilities into security management and operational practices to effectively counter evolving threats [7].