Core Viewpoint - The implementation of the "National Network Identity Authentication Public Service Management Measures" aims to enhance online security by providing a mechanism for verifying user identities while minimizing the risk of personal information leakage [1][2]. Group 1: Identity Verification Mechanism - The new identity verification system utilizes "Net Number" and "Net Certificate" to ensure user identity verification without exposing personal information such as names or ID numbers [1][2]. - The "Net Number" is a unique digital identity code that corresponds to a citizen's real identity, while the "Net Certificate" is an encrypted dynamic credential that transforms identity information into a "digital password" [1][2]. - The system supports multi-modal biometric recognition, including voiceprint, fingerprint, and palm vein recognition, enhancing security through a dual-track mechanism [1]. Group 2: Data Privacy and Security - The network identity system stores citizens' real data only on the national platform, adhering to the "available but not visible" principle for third parties, which can only access the Net Certificate number [2]. - The management measures implement tiered management for minors, requiring parental consent for those under 14 and supervision for those aged 14 to 18 during the application process [2]. Group 3: Application Process and Use Cases - Adults can apply for the network identity certification through a mobile app that utilizes NFC technology for identity verification, allowing for a streamlined application process [2][3]. - The network identity certification has been piloted across various sectors, including government services, education, healthcare, and transportation, facilitating quick authentication without repeated data entry [3].

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]

Group 1 - The "National Network Identity Authentication Public Service Management Measures" will be implemented on July 15, 2025, and consists of 16 articles focusing on four main areas [1] - The measures clarify the concepts of national network identity authentication services, network numbers, and network certificates, as well as their application and usage scenarios [1] - The management emphasizes the responsibilities of the national network identity authentication service platform and internet platforms regarding data security and personal information protection [1] - Special provisions are made for minors regarding the application and use of national network identity authentication services [1] Group 2 - The management adheres strictly to personal information protection laws, ensuring the protection of citizens' personal information rights [2] - Internet platforms are prohibited from requiring users to provide explicit identity information unless legally mandated or with user consent when using network numbers and certificates [2] - The national network identity authentication service platform operates on a "minimization" principle, providing only necessary verification results to internet platforms without retaining legal identification information unless specifically consented by the user [2] - The platform aims to reduce the collection and retention of personal information while allowing users to apply for and use network numbers and certificates through a dedicated app [2]

Investment Rating - The report rates the industry as "Outperform" [1] Core Insights - The release of the online certificate management measures is expected to expand the market for online numbers and certificates, driving significant demand for identity verification equipment [8][9] - AI development continues to progress steadily, with a positive outlook for the computer sector [8] Summary by Sections Online Certificate Management - The management measures encourage voluntary use of online numbers and certificates, providing services for applying for these and identity verification [9] - The measures are set to take effect on July 15, 2025, and are expected to benefit the sector significantly [9] AI Development - The release of Claude 4 models marks a shift in AI capabilities, allowing for long-term task execution and complex project handling [10] - Google's integration of AI products into daily workflows signifies a transition from mere technological upgrades to practical applications [11] Investment Recommendations - The report suggests focusing on companies such as Empyrean Technology, Dameng Database, Beijing Kingsoft Office Software, Newland Digital Technology, Jiangsu Tongxingbao Intelligent Transportation Technology Co., Ltd., Guangzhou Sie Consulting, and Hehe Information, with related targets including Wuxi Unicomp Technology Co., Ltd. [8]

Core Points - The Ministry of Public Security and other departments have released the "National Network Identity Authentication Public Service Management Measures," effective from July 15, 2025, allowing individuals to voluntarily apply for a network number and certificate using valid identification [1][14]. - The new system reduces the risk of personal information exposure by allowing users to authenticate their identity without revealing sensitive information like their ID number, only providing a verification of "yes" or "no" to platforms [1][3]. - The initiative aims to combat issues related to personal information theft and fraud, particularly in the context of rampant telecom scams [3][12]. Summary by Sections National Network Identity Authentication Service - The service consists of a network number (a unique identifier without personal information) and a network certificate (which carries non-explicit identity information) [5][11]. - Users can apply for these services through the "National Network Identity Authentication" app, which requires identity verification via NFC and facial recognition [6][10]. Implementation and Adoption - Over 400 applications, including major platforms like WeChat, Taobao, and Baidu, have integrated this service, allowing users to register accounts and verify identities without exposing personal information [11][12]. - The app has been downloaded 16 million times, with 8 million network numbers and certificates issued, and 12 million authentication services provided [10][11]. Benefits and Use Cases - The service is being utilized in various sectors, including government services, education, and tourism, to enhance user experience and reduce the need for physical identity verification [12][13]. - It helps mitigate risks of identity fraud in sensitive areas like finance and cultural tourism, where accurate identity verification is crucial [12][13]. Future Prospects - The management measures are expected to expand the service's application across more scenarios, including traffic management apps [13][14]. - The initiative is designed to be free for the public and businesses, focusing on protecting personal information and facilitating convenience [14].

Group 1 - The National Network Identity Authentication Public Service Management Measures will be implemented starting July 15, 2025, aiming to enhance identity verification while protecting personal information [1] - The National Network Identity Authentication App, developed by the Ministry of Public Security, integrates legal documents with the national population database, utilizing advanced security measures to reduce information leakage risks [1] - The market space for the system construction related to the network identity authentication is expected to reach 1.5 billion yuan, with companies experienced in identity authentication likely to benefit from upcoming tenders [1] Group 2 - The digital transformation of enterprises is anticipated to create significant data security challenges, with the data security protection and governance market in China projected to reach 22.87 billion yuan by 2025 [2] - Newland is identified as the sole supplier of trusted digital identity QR code security chips and has a competitive advantage as a module supplier [3] - Shengbang Security has already integrated 198 internet apps during the pilot phase of the National Network Identity Authentication App, indicating potential growth opportunities for the company [3]

Core Viewpoint - The article discusses the implementation of the "National Network Identity Authentication Public Service Management Measures," which will take effect on July 15, 2025, aimed at enhancing online identity verification while protecting personal information rights [1][3]. Group 1: Management Measures - The management measures encourage relevant authorities and internet platforms to promote the use of network numbers and network certificates based on user consent, while still allowing existing methods for identity verification [1][3]. - The measures strictly adhere to the "Personal Information Protection Law," ensuring the protection of citizens' personal information rights and limiting the collection of identity information by internet platforms [1][3]. Group 2: Information Provision - The national network identity authentication public service platform will follow the "minimization of provision" principle, providing only the necessary verification results without retaining legal identification information unless explicitly consented by the user [3][5]. - The platform aims to prevent personal information leakage by transforming traditional identification information into encrypted virtual credentials through a dual mechanism of "network number + network certificate" [5][7]. Group 3: User Application Process - Users can apply for the national network identity authentication through a dedicated app, which allows for convenient and quick identity verification without the need to input their ID numbers [7][11]. - For minors under 14, parental consent is required for application, while those aged 14 to 18 must apply under parental supervision [9]. Group 4: Adoption and Usage - The national network identity authentication app was launched on June 27, 2023, and has been piloted across various sectors including government services, education, healthcare, and transportation [12]. - As of now, the app has been downloaded over 16 million times, with 6 million users having successfully registered and provided over 12.5 million authentication services [12].

Core Points - The article discusses the implementation of the "National Network Identity Authentication Public Service Management Measures," which will take effect on July 15, 2025, aimed at enhancing digital identity security and supporting the digital economy [1][2][9] Group 1: Public Service Framework - The public service refers to a national platform that provides services such as applying for network numbers and certificates, and verifying identity based on legal identification documents [2][3] - The network number is a non-explicit identity symbol composed of letters and numbers, while the network certificate carries the network number and non-explicit identity information [2][3] Group 2: User Participation and Rights - Individuals with valid legal identification can voluntarily apply for a network number and certificate, with parental consent required for minors [3][4] - Internet platforms must ensure equal service for users who do not use network numbers or certificates but have verified their identity through other means [4] Group 3: Data Protection and Privacy - Internet platforms are prohibited from requiring users to provide explicit identity information if they have verified their identity using network numbers or certificates, except as required by law or with user consent [4][5] - The public service platform is limited to collecting only the information necessary for identity authentication and must inform users about data processing practices [5][6] Group 4: Security and Compliance - The public service platform must implement security measures to protect data and personal information, ensuring that important data is stored domestically [7][8] - Violations of the management measures can lead to penalties under relevant laws, and responsible parties may face legal consequences [8][9]