The Ministry of Industry and Information Technology issues a guide for the construction of vehicle network security. The market space of vehicle network security is expected.

With the arrival of the 5G era, the vehicle networking industry has developed rapidly. Network security and data security have become the prerequisites for the healthy and sustainable development of the vehicle networking industry.

A reporter from the Financial Associated Press interviewed a number of industry insiders and learned that at present, China's vehicle network security is still in the stage of standard-setting. The Guide to the Construction of vehicle Network Security and data Security Standard system emphasizes the importance of data security. The part of "Organization and implementation" emphasizes "speeding up the development of standards", which reflects the urgency of standard construction.

Tianfeng Securities believes that the car network security market is a pure incremental market, and the market space is worth looking forward to. A reporter from the Financial Associated Press learned that Qianxin (688561), Qimingxingchen (002439), Xinan Century (688201) and other network security enterprises have laid out vehicle network security and have relevant technical reserves.

The development of related standards is expected to be accelerated.

On March 7, the Ministry of Industry and Information Technology issued the Guide for the Construction of vehicle Network Security and data Security Standard system (hereinafter referred to as "the Guide"), proposing to initially build a vehicle network security and data security standard system by the end of 2023. By 2025, a relatively perfect standard system for vehicle network security and data security will be formed. "

It is understood that the "Guide" is a specific extension of many laws and regulations in the field of vehicle networking, such as the Network Security Law, the data Security Law, and the regulations on the Security Protection of key Information Infrastructure, with a view to speeding up the establishment and improvement of the vehicle networking network security and data security guarantee system, and providing support for the safe and healthy development of the vehicle networking industry.

Network security and data security are key words.

Zhang Shengsheng, head of the "Zhang Shengsheng Studio, key Technologies of Information Security Emergency drill," jointly awarded by the Beijing Federation of Trade unions and the Beijing Science and Technology Commission, told the Financial Associated Press that China's vehicle network network security is still in the stage of standard formulation. At present, the specific standards of vehicle network security in China have not been fully introduced, and some automobile companies have begun to pay attention to this problem.

Zhang Yi, senior director of the 360 Standardization Department, told the Financial Associated Press: "data security has been added to the title of the Guide to the Construction of vehicle Network Security and data Security Standard system, which emphasizes the importance of data security. The guiding ideology has changed from the previous' standard support'to the release of 'giving full play to the guiding and normative role of standards in the safe and healthy development of the vehicle networking industry', reflecting the strength of the standards to solve the urgent problems at present. "

Zhang Yi further said that some adjustments have been made to the three basic principles: "demand-oriented, joint promotion", which is closely combined with industrial demand, pragmatic and landing; "focus, emergency first" corresponds to "key areas and directions". Better point out the role of key areas and the direction of standard development; In "Open Integration and deepening Cooperation", it is pointed out that "domestic enterprises and institutions are encouraged to actively participate in the activities of international standardization of vehicle network security and data security", and enterprises are particularly encouraged to participate in standards development and international standards development.

According to Zhang Yi, 360 company has been actively involved in international and domestic standard-setting. The ITU-T X.1376 "abnormal behavior Detection Mechanism for Networked vehicles" has been released globally in six United Nations languages, and the adoption of the national standard is also being promoted, and has been included in the "schedule of standards related to vehicle networking network security and data security". The schedule also includes YD/T 3737-2020 "Technical requirements for connected vehicle Information Security based on Public Telecommunication Network". At the same time, 360 actively participated in the standard formulation of countries, industries and groups such as the National Automotive Standardization Technical Committee, the National Communications Standardization Technical Committee, the National Intelligent Transportation system Standardization Technical Committee, and the China Communications Standardization Association, and contributed more than 360 years of practical experience in automotive network and data security technology programs, products and services to the standards to help improve the safety level of the industry. Deal with the risks brought by networking and intelligence.

The proposal on establishing a "long-term mechanism for digital space collision testing" submitted by Zhou Hongyi, a member of the CPPCC National Committee and founder of 360 Company, at the two sessions of the National Committee of the Chinese people's political Consultative Conference in 2022, also focuses on solving the new safety challenges brought about by vehicle networking.

Yan Wangjia, chairman of Qiming Star, also put forward a proposal at this CPPCC meeting, including improving the classification and classification standards of automotive industry data, establishing domestic vehicle networking and automotive electronic data security mandatory standards, and so on. Qiming Star will continue to deepen its research in such areas as data security, network loophole discovery and network security protection of car couplings.

Zhang Shengsheng said: "the comprehensive landing of the vehicle network security standard is closely related to the user, the vehicle enterprise, the tester, the certifier, the insurer and so on. I think we need to do a good job in the following aspects: first, the standards, testing and certification are closely related to each other, and we need to work together to do a good job in the linkage with each other. Then, from the perspective of users, how can users quickly identify the level of network security when purchasing cars and vehicle networking services, and who will pay for the risks? this place suggests that the network security certification and network security insurance should be marked like the security of household water heaters. Finally, it is necessary to consider the difficulties faced by automobile companies in the implementation of compliance with a large number of standards, drawing lessons from the formulation process of network security grade protection standards, many standards were issued at the beginning, and a set of grade protection 2.0 standards were collected after many years. The "basic requirements" standards can be applied to the specific work of all parties. "

The market space of vehicle network security can be expected.

Before the release of the Guide, the relevant departments had introduced a number of regulations and standards related to vehicle networking and vehicle data security. The Guide further proposes to "speed up the establishment and improvement of vehicle networking network security and data security system", showing the priority of promoting vehicle networking security in the construction of vehicle networking industry.

Tianfeng Securities believes that the release of the Guide will help to accelerate the landing of vehicle networking security. At the same time, considering that the security protection foundation of vehicle end, road end and network end is relatively weak at the present stage, Tianfeng Securities believes that the vehicle network security market is a pure incremental market.

Tianfeng Securities analysis said: "according to the forecast of the China Automobile Association, China's car sales will reach 30 million in 2025. Considering that 30% of the intelligent network connected cars account for 30% of them, the new intelligent network connected car sales will be about 9 million. At the same time, taking into account the car end, road end, and network side security investment, the resulting market space is worth looking forward to (according to our rough estimate, Only the car-end incremental market is at the level of several billion yuan every year. "

Qiming Star Investor Relations Department told the Financial Associated Press: "the scope of vehicle networking network security is very wide, and it is in the early stage of market development." According to the forecast, the automobile regulation testing market will exceed 8 billion in 2023, the total market of announcement testing and R & D testing will be about 12 billion, the testing market involving assisted driving and intelligent systems will be 70 billion in 2020, and the scale is expected to reach 170.4 billion in 2022. According to the data of the Traffic Administration of the Ministry of Public Security, the total number of passenger vehicles in China is currently more than 270 million, with an average monthly sales volume of more than 200000, and the market size of network security protection equipment for passenger vehicles will eventually exceed 20 billion. "

In terms of specific content, the Guide divides the vehicle network security and data security standard system into six major parts and a total of 20 categories of standards, covering almost all the subdivided tracks in the field of network security. the key security areas include digital certificates, password applications, Internet of things security, communication security, identity authentication, data security and so on.

In terms of landing progress, the Guide proposes to initially build a vehicle networking network security and data security standard system by the end of 2023, and to form a relatively perfect vehicle networking network security and data security standard system by 2025.

A reporter from the Financial Associated Press learned that for the network security of vehicles, a number of network security enterprises have been laid out and have relevant technical reserves. The Qiming Star Investor Relations Department told the Financial Associated Press: "Qiming Star has been closely tracking the development of the auto courier network industry since 2015. At present, it has been put into production and completed the vehicle networking network security simulation laboratory, and developed and completed the auto couplet network and electronic system security loophole scanning and vehicle network security protection products. At the same time, Qiming Star is actively promoting WP.29 UN R155/R156 compliance services. To help domestic automobile enterprises actively respond to the requirements of mandatory laws and regulations on overseas network security. "

Qiming Xingchen further said: "at the same time, actively cooperate with the industry, and carry out in-depth cooperation with the National Intelligent Network Automotive Innovation Center in vehicle networking information security testing, new product development, standard formulation and promotion, scientific research projects, etc., and become the first batch of supporting units of the 'vehicle loophole early warning and analysis platform'. In conjunction with China Automotive Research, Cuihu Network Union, and Naga Information, China established the first major research on intelligent network connection automobile information security application-oriented forward-looking technology, intelligent network connection automobile information security joint laboratory, which integrates equipment, personnel, and scientific research. and around the intelligent network connection automobile information security field, according to the concept of "automobile + safety", it forms a strategic consortium with advanced level and competitiveness of the industry. Jointly promote the healthy and stable development of network security ecology in the automotive industry. In the 2020 WIDC World Intelligent driving Challenge-Information Security Challenge, the CVVD team of Qiming Star Group and FAW Zhaopin stood out from 40 teams and won the 2020 World Intelligent driving Challenge team Award. "

The reporter learned that Qianxin has built a complete vehicle networking security products and solutions, and successfully applied to a number of vehicle manufacturing enterprises, vehicle networking platform enterprises. Qianxin has set up odd things safety laboratory and Tiangong laboratory, which focus on the research of intelligent network joint vehicle safety technology, create a number of industry benchmark cases, and comprehensively enhance the network security protection capability of customers' vehicle networks. to provide protection for vehicles on the road. In April 2021, Qianxin "vehicle Network Safety Evaluation system" won the "China Intelligent Network Association Automotive Technology Innovation Achievement Award".

Xinan Century said: "the company is actively expanding the password application of smart vehicle networking. In the 'pilot project on vehicle networking identity authentication and security trust' of the Ministry of Industry and Information Technology, the company has participated in three of these projects. In-depth study of vehicle-road collaborative security authentication, vehicle networking trust support technology application, vehicle-road identity security authentication and other topics. The company has released a new vehicle networking product 'V2X-SDK vehicle networking Terminal Security Middleware' in the first half of 2021, and has provided password product support and security guarantee for automotive technology research centers, automobile factories and other units. "

Tianfeng Securities believes that from the perspective of the network security industry, we believe that with the landing of emerging security fields such as data security and vehicle network security, the downstream customers of the security industry are showing a trend of diversification (spread from the traditional government, large central enterprises, institutions, financial institutions, etc.) to the automobile, Internet, transportation and other industries, which is conducive to alleviating and stabilizing the budget constraints imposed by downstream customers. And the new security demand is expected to contribute to additional market increments and further enhance the prosperity of the industry.