The artificial intelligence (AI) sector has received another catalyst. On October 28, the 18th meeting of the Standing Committee of the 14th National People's Congress passed amendments to the Cybersecurity Law, which will take effect on January 1, 2026. Addressing the governance and development needs of AI, the revised law stipulates that the state will support fundamental AI research and key technology development, including algorithms, while advancing infrastructure such as training data resources and computing power. It also aims to refine AI ethics, strengthen risk monitoring, assessment, and safety regulation, and promote the healthy application of AI.
Hong Yanqing, a law professor at Beijing Institute of Technology, believes this will shift AI governance from localized oversight to systemic regulation. According to Gartner, China's cybersecurity focus is gradually shifting toward securing AI to enable business transformation and enhance organizational resilience. Industry experts note that while AI introduces new security risks, it also presents opportunities for the cybersecurity sector to improve efficiency and product capabilities.
Several listed cybersecurity firms are actively investing in AI R&D. Sangfor Technologies stated on an investor platform that it continues integrating AI into its cybersecurity and cloud computing products, having already applied large-model technology to develop Security GPT, AI-powered firewalls, and other solutions. Topsec Technologies highlighted its AI-driven security and intelligent cloud computing initiatives, forming a full-stack security product system and intelligent cloud solutions. Ant Group recently launched innovative products combining cybersecurity and AI, including its gPass smart glasses framework, which enables "glance-to-pay" functionality in collaboration with brands like Rokid and Xiaomi.
Venustech disclosed that its AI security agent has enhanced threat detection and data security services, while AsiaInfo Security reported significant growth in AI large-model applications and delivery.
Meanwhile, the 10th China International AI Conference & Computing Power Summit was held in Shanghai on October 28–29, showcasing innovations across AI infrastructure, technology, and applications. Market analysts suggest that as AI gains prominence in global tech competition, investments in upstream infrastructure (e.g., domestic computing power, AI chips) and downstream applications will surge.
Dongxing Securities views the AI sector as benefiting from policy, technological, and demand synergies, with domestic chip and cloud leaders validating performance. BOCI International notes that industry momentum and policy tailwinds favor a return to tech-focused investments, particularly in domestic computing power and memory chips.
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