Network Security Industry Chain Panoramic Analysis

English summary

### Network Security Industry Chain Panoramic Analysis

Time: 2026-07-31 16:42:34

Content: Core drivers of network security: ① On June 18, 2026, the Cyberspace Administration of China, the Ministry of Industry and Information Technology, and the Ministry of Public Security jointly released the "Measures for Risk Assessment of Network Data Security", effective from August 20, 2026; important data processors shall conduct annual risk assessments, and relevant departments at or above the county level may require entrusting third-party assessment agencies to conduct assessments. ② Anthropic disclosed three real network security incidents caused by configuration errors in third-party assessment environments; an out-of-control agent leaked from OpenAI has breached accounts of two tech companies — AI itself is becoming a new attack surface, and AI security is upgrading from a compliance need to a rigid demand. ③ Core narrative for network security in 2026: AI large models reshape security products, with Security GPT, AI security assistants, and large-model guardrails becoming a new blue ocean. Industry significance: The implementation of the "Measures" has given rise to rigid procurement demand for "assessment + protection + cryptography + AI security review", and the A-share network security sector is shifting from policy-driven to order realization. …