山石网科所属申万行业为：计算机-软件开发-横向通用软件。所属概念板块包括：态势感知、小盘、阿 里概念、国产软件、DeepSeek概念等。 截至6月30日，山石网科股东户数6905.00，较上期增加1.11%；人均流通股26101股，较上期减少 1.10%。2025年1月-6月，山石网科实现营业收入4.17亿元，同比增长9.46%；归母净利润-7655.72万元， 同比增长4.31%。 10月21日，山石网科盘中上涨2.01%，截至13:23，报19.80元/股，成交2065.14万元，换手率0.59%，总 市值35.69亿元。 资金流向方面，主力资金净流入78.53万元，特大单买入110.36万元，占比5.34%，卖出0.00元，占比 0.00%；大单买入159.96万元，占比7.75%，卖出191.79万元，占比9.29%。 山石网科今年以来股价涨27.74%，近5个交易日涨1.96%，近20日跌4.30%，近60日涨13.27%。 资料显示，山石网科通信技术股份有限公司位于江苏省苏州高新区景润路181号，成立日期2011年7月20 日，上市日期2019年9月30日，公司主营业务涉及网络安全领域前沿技术的创 ...

Core Insights - The article emphasizes the strategic importance of IoT security as a comprehensive system that ensures data confidentiality, integrity, and availability across the entire IoT ecosystem, driven by national policies and market demands [1][6][8]. Industry Overview - IoT security is defined as a system that protects IoT devices, communication networks, cloud platforms, and application services from various threats, ensuring data confidentiality, integrity, and availability [2][3]. - The Chinese IoT industry has surpassed 4 trillion yuan, with an average annual growth rate exceeding 17%, driven by "new infrastructure" and "dual carbon" goals [1][8]. Market Size and Growth - The market size for IoT security is projected to grow from 28 billion yuan in 2020 to 46.3 billion yuan in 2024, with expectations to exceed 51 billion yuan by 2025, reflecting a compound annual growth rate of 12%-15% [1][9]. Competitive Landscape - The IoT security industry in China is characterized by a fragmented market, with leading companies like Qihoo 360 and Deep Technology holding less than 20% of the overall market share, while small and medium enterprises dominate 75% of the market [1][10][12]. - Major players include Qihoo 360, Deep Technology, and Tianmao Information, with Qihoo 360 leading the boundary security market with a 21.2% market share [1][10][12]. Industry Trends - Future trends indicate a shift towards a collaborative development model where technology, application scenarios, and ecosystems work together, with a focus on zero trust and AI integration to enhance security capabilities [1][14][15]. - The demand for security solutions in industrial IoT, smart cities, and rural markets is expected to create a market worth hundreds of billions, with specific needs for device identity authentication and data encryption [1][14][15]. Policy and Regulatory Framework - The Chinese government has introduced several policies to establish a comprehensive IoT security standard system by 2025, which includes over 30 industry standards across various categories [1][6][8].