CITIC Securities: China Unicom's server joint procurement bidding is launched, suggesting to pay attention to investment opportunities in the information technology sector.

CICC research report pointed out that China Unicom's 2025 general server centralized procurement demand has been released, with the domestication rate exceeding 90%, a significant increase from the previous rate. Currently, the prosperity of the information creation sector continues to rise, with both the number and scale of bidding and tendering increasing compared to the previous period. Companies related to the database in the information creation sector are expected to achieve high growth in the first half of 2025, confirming the high prosperity of the industry. The performance of the information creation sector, with long revenue recognition cycles in other sub-sectors, is expected to improve or grow in the second half of the year.