计算机：《网络数据安全管理条例》2025年施行，开启数据治理法治化新阶段

Investment Rating - The report maintains a rating of "Overweight" for the industry [3] Core Viewpoints - The implementation of the "Network Data Security Management Regulations" in 2025 marks a new phase in data governance and aims to standardize network data processing activities, ensuring data security and promoting lawful and effective use of network data [2][3] - The regulations emphasize the protection of personal and organizational rights, as well as national security and public interests [3] - The report highlights the importance of a comprehensive legal framework for data governance, which is crucial for addressing data security risks associated with emerging technologies such as artificial intelligence, big data, and cloud computing [3] Summary by Sections Investment Highlights - The report notes that the "Network Data Security Management Regulations" were reported by Xinhua on September 30, 2024, and will take effect on January 1, 2025 [3] - The regulations include general requirements for network data security management, detailed personal information protection rules, and obligations for network platform service providers [3] - The report suggests focusing on companies in the network security and data security sectors, such as Deepin Technology, Qi Anxin, and Sangfor Technologies, as they are likely to benefit from the new regulations [3]