2023年中国工业信息安全行业概览

Industry Overview - Industrial information security refers to the overall information security in the industrial field, covering various aspects such as industrial control system security, industrial data security, and industrial cloud security [3] - The industrial information security technology system in China mainly includes external and embedded security, with external security technologies being more mature and widely applied [6] - The industrial information security industry chain in China is well-established, with upstream components including basic software/hardware and network equipment/services, midstream products and services, and downstream applications across various industries [8] Market Size and Growth - The Chinese industrial information security market size grew from 5.45 billion yuan in 2017 to 22.115 billion yuan in 2022, and is projected to reach 82.1 billion yuan by 2027 [23][25] - The industrial internet security market is expected to reach 42.6 billion yuan by 2027, with a CAGR of 32.8% [26] - The industrial control system information security market is projected to grow to 5.6 billion yuan by 2027, with a CAGR of 34.64% [26] Key Application Sectors - The power industry is the most mature sector in industrial information security, accounting for 40% of industry applications in 2022, with a market size of 4.127 billion yuan and a projected 5-year CAGR of 15.4% [10] - The smart manufacturing sector accounted for 13.6% of industry applications in 2022, with a market size of 1.4 billion yuan and a projected 5-year CAGR of 27.5% [13] - The petroleum and petrochemical sector had a market size of 1.34 billion yuan in 2022, accounting for 13% of industry applications, with a projected 5-year CAGR of 8.5% [17][18] - The rail transportation sector had a market size of 720 million yuan in 2022, accounting for 7% of industry applications, with a projected 5-year CAGR of 17.7% [21][22] Competitive Landscape - The industrial information security market in China is highly competitive, with no absolute leading enterprise, but traditional information security vendors like QI-ANXIN and Topsec hold leading positions [29] - Market participants are diversified, including traditional information security vendors, automation background vendors, specialized industrial information security companies, and system integrators [27][28] - Leading companies in the field include QI-ANXIN, Topsec, Venustech, Nsfocus, and specialized vendors like Tiandi Hexing, Venustech, and Changyang Technology [29] Representative Companies - Topsec is a leading traditional information security provider with over 1,000 industry application cases in sectors like power, transportation, and petrochemicals, ranking in the first tier of industrial information security [32] - Nsfocus is a traditional information security provider with deep technical accumulation and industry experience, offering comprehensive industrial security solutions applied in transportation and power sectors [34][35]