网络空间安全再提及，国产厂商份额料将提升

Investment Rating - The report maintains an "Outperform" rating for the information technology industry [4] Core Insights - The report highlights the increasing security risks associated with Intel products, which may lead to a rise in preventive security spending and a shift towards domestic hardware manufacturers [2][3] - The report notes that the frequency of security incidents is prompting downstream customers to increase their investment in security measures and adjust their procurement strategies to include more domestic equipment [2] Summary by Sections Industry Overview - The report discusses the recent security vulnerabilities in Intel products, including issues such as frequent security flaws, poor reliability, and potential backdoor threats [1] - It mentions that Intel held a significant market share in China, with approximately 77% in desktop CPUs and 81% in laptops in 2021, and around 91% in the x86 server market in 2022 [2] Security Landscape - The report cites a 20.34% increase in IPv6 attacks compared to the previous year, with a total of 251 million DDoS attacks recorded [2] - It also highlights the emergence of new vulnerabilities in the automotive sector, with 1,045 new vulnerabilities identified, including 626 classified as high-risk [2] Investment Opportunities - The report suggests focusing on companies in the cybersecurity sector such as Qiming Star, Deep Technology, and Tianrongxin, as well as domestic software and hardware firms like Zhongke Shuguang and Longxin Technology [2]