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網絡安全板塊午後衝高 任子行大漲超14%
格隆匯7月19日丨網絡安全板塊午後再度衝高,任子行大漲超14%,拓爾思漲超10%,藍盾股份漲超8%,國華網安、烽火通信、太極股份等快速跟漲。上週,工信部發布《網絡安全產業高質量發展三年行動計劃(2021年-2023年)》,《行動計劃》指出,要促進網絡安全需求釋放,到2023年,我國網絡安全產業規模目標超過2500億元,年複合增長率超過15%。中信證券認為,近期頻發的安全事件提高了對網絡安全防護的要求,加速了行業新場景、新技術、新模式下的安全需求。中期看,等保的實施和後續關基的落地等政策預計為行業貢獻百億級增量。

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