A bid scrapping announcement of Nanning rail transit group pushed the secret war between A-share software giants to the stage.
on February 8, Nanning rail transit issued an announcement that after receiving the "challenge letter" of Neusoft Corporation(600718) , after re verification and investigation, it abolished the bidding announcement originally made by Shanghai Baosight Software Co.Ltd(600845) as the "first candidate for winning the bid" and reorganized the bidding.
In this regard, the reporter of science and Innovation Board daily sent a letter to Neusoft Corporation(600718) to understand the specific conditions such as the reasons for the query, Neusoft Corporation(600718) the relevant person in charge responded that he would not comment; Shanghai Baosight Software Co.Ltd(600845) means you don't know the situation.
Neusoft Corporation(600718) submit the challenge letter Shanghai Baosight Software Co.Ltd(600845) win the bid in advance and reject the large order of 150 million yuan
According to the announcement, the engineering equipment procurement system integration and service project of Nanning rail transit network (emergency) command center (NOCC) (hereinafter referred to as "NOCC project") was opened and evaluated at Nanning public resources trading center on January 14, 2022.
After the bid evaluation, the agency will publicize the bid evaluation results according to the procedures after confirmation by the tenderee. During the publicity period, we received the challenge letter submitted by Neusoft Corporation(600718) . In response to the questions, the tenderee organized verification and investigation, and determined that the review conclusion was invalid according to the relevant provisions of the regulations for the implementation of the bidding law of the people's Republic of China.
Based on the principle of fairness and justice, the tenderee decides to reorganize the bidding after consultation.
The bidding started in September 2021. At that time, Nanning rail transit issued NOCC project bidding, and the bidding guidance price was 15454963 yuan.
The bidding scope covers the integration, equipment procurement, service, construction and installation of line network communication system, line network monitoring and application system, safety management system, etc. of Nanning rail transit line network (emergency) command center (NOCC) project.
The NOCC system platform of the project has the software and hardware processing and access capabilities of the lines within the planning of Nanning Yuanjing line network. The requirements of the project are Nanning Metro Line 1 (East Railway Station Shibu), line 2 (Yudong station Xijin station), East extension of line 2 (Yudong TANZE), line 3 (Keyuan Avenue Pingliang Interchange), line 4 (Hongyun road Longgang) The access of line 5 (Guokai Avenue Jinqiao passenger station), and the access interface and software and hardware processing capacity are reserved for the follow-up airport line and Wuming line. At the same time, on the basis of the above, the software and hardware expansion processing capacity of NOCC is not less than 5 lines.
On January 17, 2022, Nanning rail transit released the announcement of bid winning candidates. China's three software giants Shanghai Baosight Software Co.Ltd(600845) , Neusoft Corporation(600718) , Tsinghua Tongfang Co.Ltd(600100) were listed, and Shanghai Baosight Software Co.Ltd(600845) was selected as the "first bid winning candidate" with the first comprehensive score.
The first candidate for winning the bid: Shanghai Baosight Software Co.Ltd(600845) , Shanghai Baosight Software Co.Ltd(600845) (Guangxi) Co., Ltd. (Consortium) bid price 149876727.00 yuan (bid evaluation price 149882028.00 yuan), comprehensive score first.
The second successful candidate: Neusoft Corporation(600718) , Neusoft Corporation(600718) (Nanning) Co., Ltd. (Consortium) bid price 151766687.68 yuan, comprehensive score second.
The third candidate for winning the bid: Tsinghua Tongfang Co.Ltd(600100) , the bid price is 151362187.05 yuan, and the comprehensive score is the third.
Baoxin and Neusoft have their own advantages. Orders compete for "Involution"
In an interview with the reporter of the science and Innovation Board daily, insiders said that from the perspective of strength, the two companies have sufficient capacity and are experienced outsourcing developers. As long as Party A has demand, both parties can do it.
"This kind of state-owned enterprise bidding project is about the relationship between suppliers. Unless someone goes crazy and doesn't want money, it's hard." The above-mentioned person said that is not a large list compared with the sales scale of the two software enterprises, but the two sides attach so much importance to it, which also reflects the "Involution" of the order competition between software giants in the current economic environment.
Baoxin, formerly the Automation Department of Shanghai Baosteel, has been working around the information construction of Baosteel since its establishment in 1978. Until it was separated from Baosteel in 2000, it was reorganized and established Shanghai Baosight Software Co.Ltd(600845) with three other Baosteel enterprises, and was listed in backdoor in 2001.
From 2011 to 2014, Baoxin's business gradually expanded from Baosteel system to non Baosteel system, and from steel industry to non steel industry. After 2013, its business content increased the maintenance and repair of rail transit vehicle system control components and cloud computing operation services. Among them, cloud computing operation service is the IDC business with the fastest growth in the later stage, which has become a new performance growth point of Shanghai Baosight Software Co.Ltd(600845) .
Neusoft Corporation(600718) was born in Northeast University. It is the first generation of it software A-share listing service provider in China. At present, its business covers telecommunications, power, finance, manufacturing and other fields. Neusoft ranked 20th among the top 100 China National Software And Service Company Limited(600536) in 2020.
it is worth mentioning that Xi'an yimaitong, which has fallen into failure twice before, is one of the application layer support manufacturers of Xi'an Neusoft. at that time, Neusoft responded that Xi'an yimaitong system involved multiple professional manufacturers in basic resource layer, network layer and application layer. After investigation and analysis by on-site experts and technicians, the fault had nothing to do with the application layer.
At present, China's domestic computer system integration market is highly fragmented and the market competition is very fierce. From the distribution of representative enterprises, Shanghai is represented by Shanghai Baosight Software Co.Ltd(600845) and Liaoning center is Neusoft Corporation(600718) .
According to the latest financial report data, in the third quarter of 2021, Shanghai Baosight Software Co.Ltd(600845) achieved a revenue of 7.405 billion yuan, a year-on-year increase of 23.63%; The net profit attributable to the parent company was 1.415 billion yuan, a year-on-year increase of 44.57%. In the same period, Neusoft Corporation(600718) total revenue was 5.321 billion yuan, a year-on-year increase of 24.71%; The net profit attributable to the parent company was 92.3361 million yuan, a year-on-year increase of 31.47%.
As of the closing of A-Shares today, Shanghai Baosight Software Co.Ltd(600845) closed down - 1.65%, with the latest market value of 80.8 billion; Neusoft Corporation(600718) fell - 4.93%, with the latest market value of 17.3 billion.
