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CITIC Securities has highlighted that China's domestic policies have bolstered support, thereby expediting the rollout of IT innovation tenders. On the demand front, government and enterprise initiatives in IT innovation are jointly fueling growth. The government sector has secured a fresh wave of financial backing and anticipates reaching a peak in replacement cycles, while the enterprise sector is poised to further accelerate its development. On the supply side, the three phases of safety and reliability evaluations have validated substitution capabilities, with core categories like computing power chips, operating systems, databases, and industrial software poised to reap comprehensive benefits. As IT innovation continues to flourish, CITIC Securities remains optimistic about investment prospects in this sector for 2025.
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