中信建投 | 联通服务器集采招投标启动,建议关注信创板块投资机会

中信建投证券研究
30 Jul

文|应瑛王嘉昊中国联通2025通用服务器集采需求发布,国产化比例超过90%,较此前比例显著提升。当前信创板块景气度持续回升,招投标数量与规模方面环比均实现正增长。信创细分板块数据库相关公司2025H1业绩高增,印证行业高景气,其余收入确认周期长的细分板块下半年业绩有望得到改善或增长。点击小程序查看报告原文7月25日,中国联通、联通数科发布《2025年中国联通通用服务器集中采购项目》资格预审公告,为...

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