艾瑞咨询·2025-08-09 00:07Core Viewpoint - The report emphasizes the importance of "threat intelligence" in the context of increasing cybersecurity threats, shifting from passive to proactive security strategies, and highlights the need to clarify its definition and scope within the broader cybersecurity industry [1][2]. Market Overview - The report provides a comprehensive analysis of the current state of the threat intelligence market in China, including market size, growth trends, and key players such as 微步在线. It examines both supply and demand sides, assessing the capabilities and market shares of major threat intelligence vendors [1][2][36]. Development Insights - Future trends in the threat intelligence industry are explored, focusing on three main areas: international expansion of intelligence services, the impact of AI large models, and the integration of vulnerability intelligence. The report analyzes how these trends may reshape the industry landscape and create potential market opportunities [2][68][75]. Background on Cyber Threats - Cyber threats are on the rise globally, with an increase in both the number of attackers and the frequency of attacks. Reports indicate a 76% increase in the number of victims of large-scale ransomware attacks, with the technology, consulting, and financial sectors being the most targeted [3][7]. Corporate Perspective - As digital transformation accelerates, companies face increasing cybersecurity risks. The number of IoT connections is expected to grow from 16 billion in 2023 to 40 billion by 2033, leading to more vulnerabilities and longer patching times for critical software [7][10]. Policy Perspective - The government is actively promoting enhanced cybersecurity measures across enterprises, shifting from passive to proactive defense strategies. This includes the need for advanced detection and response capabilities to mitigate potential threats [10]. Definition of Threat Intelligence - Threat intelligence is defined as the collection and analysis of data to identify threats, attack vectors, and malicious actors. It can be categorized into tactical, operational, and strategic intelligence, each serving different roles in cybersecurity defense [13][19]. Value of Threat Intelligence - The report highlights that threat intelligence enhances proactive defense capabilities and overall security operations for enterprises. It enables organizations to anticipate threats and share information across departments, thereby maximizing security resources [19]. Comparison of Domestic and International Development - The development trajectory of the threat intelligence industry in China mirrors that of international markets but lags in maturity and speed due to its later start. Differences in product integration and usage levels are noted, with domestic firms still catching up to their international counterparts [22][25]. Product Commercial Models - The domestic market primarily utilizes threat intelligence through direct data consumption or integration with security monitoring products. Various models exist, including standardized API interfaces and threat intelligence platforms [26]. Product Capabilities and Vendor Competitiveness - Key product capabilities include accuracy, richness, and timeliness of threat intelligence. Vendor competitiveness is driven by data collection and analysis capabilities, with a focus on utilizing big data and AI technologies [29]. Vendor Characteristics - Major vendors in the threat intelligence space are differentiating their offerings based on their unique data sources, service experiences, and business characteristics. The report outlines the capabilities of several leading firms, including 微步在线 and 奇安信 [32][34]. Market Size and Growth - The threat intelligence market in China experienced a temporary decline due to the pandemic, with a projected market size of 1.61 billion yuan in 2024, reflecting a slight decrease from 2023. However, long-term growth is expected as security needs and product integration continue to rise [36][37]. Competitive Landscape - The market is characterized by low concentration, with leading firms like 微步在线, 腾讯安全, and 奇安信 actively expanding their product offerings and enhancing their competitive positions. Innovation and competition are anticipated to drive future industry dynamics [40]. Threat Intelligence Solutions - Various companies are developing comprehensive threat intelligence solutions, leveraging advanced technologies to enhance detection and response capabilities. For instance, 微步在线's NGTIP platform focuses on proactive threat detection through multi-source log analysis [44][47]. Emerging Trends - The report identifies two key emerging trends: the international expansion of threat intelligence services and the integration of AI large models to enhance operational efficiency and broaden application scenarios [68][72]. Additionally, the increasing focus on vulnerability intelligence is highlighted as a critical area for improving enterprise security [75].