I. China Telecom Corporation Limited(601728) server centralized purchase and landing: Zte Corporation(000063) , Ziguang Huashan is shortlisted.
China Telecom Corporation Limited(601728) 20222023 the bid evaluation committee of server centralized procurement project has completed the evaluation of the bid documents submitted by each bidder according to the bid evaluation methods and standards specified in the bidding documents. According to the review results, a total of 12 manufacturers were shortlisted for this centralized purchase. Among them, Zte Corporation(000063) and ziguanghua were shortlisted in all 7 packages, beacon was shortlisted in 6 packages, Inspur was shortlisted in 5 packages, hyperfusion and dawn information were shortlisted in 4 packages, Aisino Corporation(600271) and Zhongke controllable information were shortlisted in 2 packages, and Lenovo, Tsinghua Tongfang Co.Ltd(600100) , Sichuan Hongxin and Hunan Xiangjiang Kunpeng information were shortlisted in 1 package.
The project is divided into 7 packages, including computing server (I Series), storage server (I Series), cold storage server (I Series), nfv server (I Series), GPU server (I Series), server (a series) and server (G Series). The estimated purchase quantity is 200000 sets. Series I is Intel server chip, series a is amd server chip, and Series G is Kunpeng or hygon server chip. With the implementation of centralized procurement of Telecom servers, the profits of relevant bid winning enterprises are expected to increase. It is suggested to pay attention to: Zte Corporation(000063) , Unisplendour Corporation Limited(000938) .
II. Building a smart city digital base: All-optical computing power network is imperative. The "all optical City seminar" of "2022 China optical communication high quality development forum" came from relevant experts such as the National Information Center, local authorities, ICT academy, China United Network Communications Limited(600050) , China Mobile, China Telecom Corporation Limited(601728) and others to talk about the development of all optical city. The all-optical network is deeply applied to the industry, which can promote the digital transformation and create an all-optical base with high security, high efficiency and guaranteed experience for the smart city; Extend optical fiber to parks, factories and machines. With the digital infrastructure base of all-optical network and ubiquitous optical connection, we can stimulate unlimited growth space, enrich our life and work, and promote the digital transformation of thousands of industries.
All optical network to build a smart city digital base. The optical fiber network represented by gigabit optical network not only provides network connection for fixed communication, but also is the "bearing base" of new infrastructure such as 5g, data center and Internet of things. It is the cornerstone of new infrastructure supporting China's social and economic development. It plays an important role in stimulating effective investment, promoting information consumption and enabling thousands of industries; Service driven, accelerating the innovation and evolution of optical networks. With the start of the project of "counting from the east to the west", the demand for computing power network; The diversified business and differentiated demand experience brought by the sinking of OTN network require flexible access; There is also the goal of ultra-high speed transmission always pursued by optical network. All the above are driving the continuous innovation and evolution of optical networks.
We believe that the promotion of all-optical network construction will drive the growth of optical cat, PON, WiFi 6 and other related industries. It is suggested to pay attention to: Shenzhen Gongjin Electronics Co.Ltd(603118) , Broadex Technologies Co.Ltd(300548) .
III. China Unicom 10gpon centralized procurement: ZTE and Huawei won the bid, with an amount of more than 4.5 billion China United Network Communications Limited(600050) recently, the centralized procurement results of 10gpon products were officially announced, and ZTE and Huawei were shortlisted. According to the previous announcement, the procurement of the project involves the construction needs of OLT Bureau end equipment in 31 provinces. After the evaluation of the bid evaluation committee, the bid winning candidates are as follows: the first place: Zte Corporation(000063) , and the bid price is 4588254 million yuan (excluding tax); Second place: Huawei Technology Co., Ltd., with a bid price of 4676669 million yuan (excluding tax). This is the centralized procurement of China Unicom optical network. In addition, China United Network Communications Limited(600050) recently officially announced the centralized procurement results of 6 Wuhan Department Store Group Co.Ltd(000501) 00gwdmotn equipment in 2022. ZTE, Fenghuo and Huawei became the candidates for winning the bid, and their bid prices exceeded 4.68 billion. The scale of the project involves the construction needs of 100g / 200g transmission equipment for inter provincial, provincial trunk and local networks. The main purchased products include ROADM / WDM, OTN and other equipment. We think it will increase the profits of relevant bid winning enterprises, so we suggest to pay attention to: Zte Corporation(000063) .
Industry highlights
\u3000\u30001. Priced at USD 160 million, Dr.Peng Telecom&Media Group Co.Ltd(600804) sell plcn submarine cable
Dr.Peng Telecom&Media Group Co.Ltd(600804) announced that it plans to transfer Pacific light Data Communication Co., a subsidiary of the company, to meisterunited Limited (hereinafter referred to as "Meister" or "the buyer"), Limited ( The Pacific Securities Co.Ltd(601099) optical cable data communication Co., Ltd., hereinafter referred to as "PLDC"). After the completion of this transaction, the company will no longer hold the equity of PLDC. The value of PLDC's construction in progress is about US $202 million, but the total amount without deducting operating liabilities is about US $44 million (mainly US $37.1 million in advance receipts and US $2.91 million in project construction payables). After negotiation between the two parties, the above operating liabilities are borne by the buyer, so the basic consideration of this transaction is US $160 million. The impact of this transaction on the company's profit and loss is about rmb171828 million (Unaudited). This part of the company has made provision for impairment of construction in progress in 2021 and has announced it to the public.
\u3000\u30002. China Mobile's centralized purchase of 2.6GHz radio and television dedicated core network equipment: Huawei and ZTE divide up. China Mobile today announced the centralized purchase results of 2.6GHz radio and television dedicated core network equipment in 2022, and Huawei and ZTE won the bid. The maximum total budget of the project is 180 million yuan (excluding tax). The products purchased this time are 4 / 5G integrated access network elements: AMF / Mme, i-smf / sgw-c, CHF / CG, i-upf / sgw-u; Interworking network elements: NRF, DRA, DNS.
\u3000\u30003. Hytera Communications Corporation Limited(002583) won the lawsuit again in the UK
The UK Supreme Court rejected the appeal application of Motorola solutions and upheld the original judgment made by the UK court of appeal on January 11, 2021, that is, to revoke the freezing order made by the high court of commercial property in England and Wales against Hytera Communications Corporation Limited(002583) and its UK subsidiaries at the request of Motorola. At the same time, the Supreme Court also asked Motorola to bear the lawyer's fees incurred by Hytera Communications Corporation Limited(002583) due to the British freezing order. This is the second time that Hytera Communications Corporation Limited(002583) won the case after the court of appeal of the UK revoked the freezing order of Hytera Communications Corporation Limited(002583) on January 11, 2021. So far, the freezing order case in the UK has been completed.
Over the years, Hytera Communications Corporation Limited(002583) continued to increase R & D investment in new technologies and new products, layout in 5g, satellite, ad hoc network, public-private integration, industrial Internet and other fields, and continued to lead the technical advantages in the private network industry Hytera Communications Corporation Limited(002583) with its special communication technology and solutions, it provides reliable communication guarantee for public safety, energy, transportation, industry and Commerce in the UK and around the world, and will continue to provide the most innovative and valuable private network communication solutions and services for dealers, partners and users around the world.
Recommended this week: 5g construction leader [ Zte Corporation(000063) ]; [ Unigroup Guoxin Microelectronics Co.Ltd(002049) ] with the acceleration of domestic substitution and the warming of super SIM card sales; Benefiting from the rapid growth of intelligent controller industry [ Shenzhen Topband Co.Ltd(002139) ]; [ Fibocom Wireless Inc(300638) ] and [ Shenzhen Neoway Technology Co.Ltd(688159) ] of rapid and large-scale IOT module; Beidou industry solution leader [ Shanghai Huace Navigation Technology Ltd(300627) ]; Benefit from the explosion of energy storage and charging charges [ Longshine Technology Group Co.Ltd(300682) ].
Long term recommendation: 5g main equipment and infrastructure: Zte Corporation(000063) ; Optical communication: Suzhou Tfc Optical Communication Co.Ltd(300394) , Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Accelink Technologies Co.Ltd(002281) , Broadex Technologies Co.Ltd(300548) Advanced Fiber Resources (Zhuhai) Ltd(300620) ； Optowide Technologies Co.Ltd(688195) , torch technology; Radio frequency: Guangdong Shenglu Telecommunication Tech.Co.Ltd(002446) ; Benefit flow explosion: Fujian Star-Net Communication Co.Ltd(002396) , New Guomai Digital Culture Co.Ltd(600640) , Wangsu Science & Technology Co.Ltd(300017) ; Internet of things segment: Quectel Wireless Solutions Co.Ltd(603236) , Fibocom Wireless Inc(300638) , Meig Smart Technology Co.Ltd(002881) , Hanwei Electronics Group Corporation(300007) , Queclink Wireless Solutions Co.Ltd(300590) . IDC direction: Beijing Sinnet Technology Co.Ltd(300383) , Shanghai Athub Co.Ltd(603881) , Shanghai Baosight Software Co.Ltd(600845) , Guangdong Aofei Data Technology Co.Ltd(300738) ; 5g message: Montnets Cloud Technology Group Co.Ltd(002123) , Zjbc Information Technology Co.Ltd(000889) , Wutong Holding Group Co.Ltd(300292) ; Industrial Internet: Business-Intelligence Of Oriental Nations Corporation Ltd(300166) ; Intelligent controller: Shenzhen H&T Intelligent Control Co.Ltd(002402) , Shenzhen Topband Co.Ltd(002139) . Energy storage is related to new energy: Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong Optic-Electric Co.Ltd(600487) , Kehua Data Co.Ltd(002335) , Longshine Technology Group Co.Ltd(300682) .
Risk tips
(1) systemic risk caused by the unexpected decline of the market;
(2) focus on the uncertainty risk of promoting relevant matters of the company.
