Group 1 - The implementation of the "National Network Identity Authentication Public Service Management Measures" will begin on July 15, 2025, as announced by six departments including the Ministry of Public Security and the National Internet Information Office [1][3] - The management measures consist of 16 articles that define the concepts of national network identity authentication services, including the network number and network certificate, as well as their application scenarios and responsibilities for data security and personal information protection [1][2] - The introduction of network numbers and certificates is expected to create significant demand for identity verification equipment, including chips, modules, and complete machines, particularly in offline scenarios [1][2] Group 2 - Longjiang Securities highlights that the establishment of a trusted digital identity system is crucial for the development of the digital economy, with China's network number and certificate potentially forming its own trusted digital identity system [2] - The official release of the management measures may accelerate the integration of certain online applications with the relevant certification systems, driving demand for certification system construction and related equipment [2][6] Group 3 - Companies to watch include those involved in the construction of network identity authentication platforms, those with expertise in CTID and eID technologies, and hardware manufacturers related to network identity authentication [6] - Specific companies mentioned include: - Shengbang Security, which collaborates deeply with the Ministry of Public Security on cybersecurity products [7] - Newland, a core supplier of network certificate QR code devices and solutions [8] - Xinguodu, which focuses on biometric recognition and identity authentication products [8] - Jida Zhengyuan, a supplier of password security products for the national "Internet +" trusted identity authentication platform [8] - Digital Certification, a leading provider of information security solutions in collaboration with the Ministry of Public Security [8] - Nanwei Software, a provider of smart policing solutions, with electronic ID services as a key business [8] - Jinglun Electronics, which supports various modes of secure identity verification [8]

上 市 公 司 公 司 研 究 / 公 司 点 评 计算机 2025 年 05 月 23 日 新大陆 (000997) ——"网号网证"相关政策发布，公司核心受益！ 报告原因：有信息公布需要点评 买入（维持） | 2025年05月23日 | | --- | | 市场数据： | 2025 年 05 月 23 日 | | --- | --- | | 收盘价（元） | 29.30 | | 一年内最高/最低（元） | 32.20/11.85 | | 市净率 | 4.2 | | 股息率%（分红/股价） | 1.88 | | 流通 A 股市值（百万元） | 30,074 | | 上证指数/深证成指 | 3,348.37/10,132.41 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 03 月 31 日 | | --- | --- | | 每股净资产（元） | 6.90 | | 资产负债率% | 40.61 | | 总股本/流通 A 股（百万） | 1,032/1,026 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 05-23 06-23 ...

公安部、国家互联网信息办公室等六部门联合公布《国家网络身份认证公共服务管理办法》，自2025年 7月15日起施行。其中提出，鼓励互联网平台按照自愿原则接入公共服务，用以支持用户使用网号、网 证登记、核验用户真实身份信息，依法履行个人信息保护和核验用户真实身份信息的义务。互联网平台 接入公共服务后，用户选择使用网号、网证登记、核验真实身份信息并通过验证的，互联网平台不得要 求用户另行提供明文身份信息，法律、行政法规另有规定或者用户同意提供的除外。互联网平台应当保 障未使用网号、网证但通过其他方式登记、核验真实身份的用户与使用网号、网证的用户享有同等服 务。 国家网络身份认证公共服务管理办法 第一条 为实施可信数字身份战略，推进国家网络身份认证公共服务建设，保护公民身份信息安全，支 撑数字经济健康有序发展，根据《网络安全法》、《数据安全法》、《个人信息保护法》、《反电信网 络诈骗法》、《未成年人保护法》等法律法规，制定本办法。 第二条 本办法所称国家网络身份认证公共服务（以下简称"公共服务"），是指国家根据法定身份证件 信息，依托国家统一建设的网络身份认证公共服务平台（以下简称"公共服务平台"），为自然人提供申 ...