China Galaxy Securities (601881) has identified the merger between Haiguang Information and Inspur (603019) as a pivotal development in China’s push for technological self-sufficiency. The consolidation represents a strategic response to escalating U.S. tech sanctions, combining resources to strengthen domestic capabilities in core areas like computing power, operating systems, and chip design tools.
The report forecasts 2025 will mark a new phase for China’s IT innovation initiative, with accelerated industry integration focusing on critical “bottleneck” technologies. This merger positions the combined entity as a national leader in high-performance computing and enterprise hardware solutions.
This strategic move underscores China’s determination to reduce foreign tech dependence while building competitive domestic alternatives. The collaboration is expected to drive innovation across the entire IT infrastructure chain, from semiconductors to enterprise software systems, as China advances its dual-circulation economic strategy.
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