亞信安全(688225.SH):看到有代表性的大型製造業客户大大提高了安全預算投入
格隆匯6月12日丨有投資者向亞信安全(688225.SH)提問:網絡安全是客户的成本項,安全需求的增長邏輯在哪裏?
亞信安全回覆:安全需求的驅動力以往更多的基於合規需求,成本屬性很突出,近年來隨着數字化轉型、攻防形勢的變化、國家相關的安全法律法規出台,安全需求越來越趨向實戰能力的建設,安全責任作為單位相關負責人的考核項越來越重要,現在安全能力基本與信息化、數字化轉型同步建設,所以安全需求逐漸趨向剛需。另外,數字化轉型後政企各單位的數據安全和傳統的網絡安全一樣越來越受到重視,面臨的安全挑戰較大,所以目前客户不太會輕易縮減安全投入,反而會結合數字化、雲化轉型的過程加強安全能力建設,比如過去一年全球勒索等安全事件頻發,我們看到有代表性的大型製造業客户大大提高了安全預算投入。安全成為剛需之後,客户更需要解決方案,解決客户的問題不是靠單品去打,而是通過聯動的解決方案,比如我們的身份安全結合態勢感知、終端安全形成聯動給客户整體的安全能力,此類安全方案受到客户的歡迎和認可。
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