Recently, according to China Telecom Corporation Limited(601728) official website, the evaluation of China Telecom Corporation Limited(601728) 20222023 centralized server procurement project has been completed, and the bidding scale is estimated to be 200000, with Chinese made servers accounting for more than 25%. On February 17, China Mobile issued the centralized procurement of PC servers from 2021 to 2022 (batch 1) (packages 8 and 13), in which the domestic server manufacturers won a total of about 2.5 billion yuan China United Network Communications Limited(600050) issued the publicity of bid winning candidates for China United Network Communications Limited(600050) Artificial Intelligence Server centralized procurement project in 2022 on February 25. Xiangjiang Kunpeng won the bid package II, with a total bid price of 145 million and a share of 50%.
Analysts said that the large domestic server purchase orders of the three major operators have been released one after another, indicating that the start-up of industry Xinchuang is accelerating. In addition, with the rapid promotion of China's artificial intelligence, big data, driverless, VR / AR and other emerging technologies, the demand for data processing capacity is increasing, and the prosperity of the server industry is improving for a long time.
According to the theme database of financial Associated Press, among the relevant listed companies:
Dawning Information Industry Co.Ltd(603019) is the largest shareholder of haiguang information, a leading domestic x86 processor manufacturer, with a shareholding of 32.1%. It is an important promoter of the industrialization of scientific and technological achievements of the Chinese Academy of Sciences and promotes the implementation of the domestic server market.
Talkweb Information System Co.Ltd(002261) holding subsidiary Xiangjiang Kunpeng's main business is to develop and produce "Xiangjiang Kunpeng" brand servers, PCs and other products based on Huawei Kunpeng processor. It was shortlisted and won the bid in the centralized purchase of servers by the three operators.
