Event: on February 26, 2022, according to the information on China Telecom Corporation Limited(601728) official website, China Telecom Corporation Limited(601728) 2022-2023 centralized server procurement project has been reviewed, and a high proportion of domestic servers have been shortlisted.
China Telecom Corporation Limited(601728) server centralized purchase standard was implemented, and domestic servers won the bid again in a high proportion. According to the information on China Telecom Corporation Limited(601728) official website, China Telecom Corporation Limited(601728) 2022-2023 centralized server procurement project has been reviewed, and a total of 12 manufacturers have been shortlisted for this centralized procurement. Among them, Zte Corporation(000063) , Ziguang and Huasan were shortlisted in all 7 packages, Fenghuo was shortlisted in 6 packages, Inspur was shortlisted in 5 packages, hyperfusion and dawn information were shortlisted in 4 packages, Aisino Corporation(600271) and China Science and technology 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 bidding scale is estimated to be 200000 units, of which Chinese made servers account for more than 25%.
The three major operators connected and announced large orders for centralized purchase of domestic servers, and the recovery trend of industry Xinchuang is obvious. Before the announcement of the China Telecom Corporation Limited(601728) centralized purchase bid, China Mobile issued the centralized purchase of PC servers from 2021 to 2022 (batch 1) (packages 8 and 13) on February 17. Among them, the domestic server manufacturers Changjiang computing, Digital China Group Co.Ltd(000034) , Tsinghua Tongfang Co.Ltd(600100) , Huanghe technology, Baode and Xiangjiang Kunpeng 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%. We believe that the large purchase orders of domestic servers of the three major operators have been released one after another, indicating that the start-up of industry Xinchuang is accelerating.
Kunpeng server has a brilliant performance, and Huawei's national digital base has great prospects. Referring to the large-scale centralized purchase orders announced by the three major operators in succession, Huawei Kunpeng server partners Digital China Group Co.Ltd(000034) , Talkweb Information System Co.Ltd(002261) (Xiangjiang Kunpeng) and Huanghe technology won the bid in a high proportion, indicating that Huawei Kunpeng industrial chain is being implemented on a large scale, and Huawei's national manufactured digital base, including software and hardware, is expected to play an important role in industry information innovation, And continue to become bigger and stronger in the market-oriented competition.
Investment suggestion: on February 26, 2022, China Telecom Corporation Limited(601728) announced the major standard of centralized server procurement this year, and a high proportion of domestic servers were shortlisted. We believe that the domestic server manufacturers have successively won the bid for the centralized purchase of large amount servers by the three major operators, indicating that the industry's information innovation has accelerated. With the rise of Huawei Kunpeng industrial chain, Huawei's national manufactured digital base, including software and hardware, is expected to play an important role in industry information innovation and continue to become bigger and stronger in market-oriented competition. It is suggested to focus on Talkweb Information System Co.Ltd(002261) (Xiangjiang Kunpeng), Digital China Group Co.Ltd(000034) , which are shortlisted and winning the bid in the centralized procurement of the three operators, And the core partners of Huawei Kunpeng industrial chain basic software Beijing Vastdata Technology Co.Ltd(603138) , Beijing Tongtech Co.Ltd(300379) , Beijing Supermap Software Co.Ltd(300036) , etc.
Risk tip: the landing of industry Xinchuang is less than expected, and the landing of Huawei Kunpeng industrial chain is less than expected.
