2024年中国网络空间安全治理概况：策略升级，强化网络空间安全防线

Investment Rating - The report does not explicitly provide an investment rating for the cybersecurity governance industry. Core Insights - The cybersecurity landscape is increasingly critical, with AI technologies being widely applied to address complex threats and achieve efficient security protection [2] - The rapid development of technologies such as 5G, cloud computing, and big data has led to a more complex network architecture, resulting in frequent cybersecurity incidents and increased data asset value [2][22] - The global cybersecurity market is projected to grow from $183.1 billion in 2023 to$325.6 billion by 2028, reflecting a compound annual growth rate (CAGR) of 12.2% [28] Summary by Sections Current Development Overview - Cybersecurity focuses on protecting network systems, devices, programs, and data from unauthorized access and damage, encompassing information security, computer network security, and data security [12] - The cybersecurity landscape includes 16 sub-systems such as network and communication security, data security, application security, and cloud security [19] - The increasing complexity of network architecture and the rise in data asset value have led to a higher frequency of cybersecurity incidents, with significant costs associated with data breaches [22][28] - The cybersecurity talent knowledge and skill system is divided into 16 sub-systems, including cryptography, web security, and endpoint protection [23] National Development Disparities Analysis - The U.S. has evolved its national cybersecurity strategy through various phases since the 1990s, emphasizing proactive measures and the integration of cybersecurity into national policy [36][37] - In 2023, the U.S. implemented significant cybersecurity regulations, including the National Cybersecurity Strategy and the National Cybersecurity Strategy Implementation Plan, reinforcing a proactive cybersecurity approach [41] - The EU has developed a comprehensive cybersecurity regulatory framework since the 1990s, establishing ENISA and implementing various directives to enhance cybersecurity across member states [46][47] Global Market Size - The global cybersecurity market reached $183.1 billion in 2023 and is expected to grow at a CAGR of 12.2%, driven by factors such as digital transformation, increased awareness of cybersecurity, and regulatory compliance [28] - North America accounted for 32% of the cybersecurity market share in 2023, while the Asia-Pacific region is projected to grow at over 17% CAGR, with China holding approximately 29% of the market share in the region [32] Strategic Upgrades - Countries are enhancing their cybersecurity strategies and regulations in response to the increasing frequency of cybersecurity incidents and the rising value of data assets [4][22] - The U.S. has adopted a strategy of "defense through offense," focusing on proactive measures and the development of technologies such as zero trust and quantum computing [3][41] - The EU's cybersecurity regulatory framework includes legislation, risk assessment, and international cooperation, providing robust support for member states' cybersecurity efforts [45][51]