Introduction to this report:
China Mobile has intensively purchased more than 200000 Xinchuang computers, and telecom Xinchuang has entered the deep water area; The large orders of credit creation servers in the financial industry continue to land, which is expected to exceed expectations in the future.
Summary:
Investment advice: investment advice: investment advice: in the industry represented by telecommunications and finance, the industry, represented by telecommunications and finance, is accelerating, and the industry, represented by telecom, and finance, is accelerating, and the industry's letter of innovation is accelerating, with the industry's industry, represented by telecom, and finance. The industry, represented by telecom, and finance. The industry's industry, represented by telecom, and finance, is accelerating, and the industry ''s letter and innovation is accelerating, with the industry''s industry, represented by telecommunications and finance. The industry, represented by telecommunications and finance, is accelerating, and the industry's letter and entrepreneurship is accelerating. The recommended subject Shanghai Bright Power Semiconductor Co.Ltd(688368) 83 Shanghai Bright Power Semiconductor Co.Ltd(688368) 8369 Beijing Seeyon Internet Software Corp(688369) Dawning Information Industry Co.Ltd(603019) , Beijing Baolande Software Corporation(688058) etc.
China Mobile collected more than 200000 Xinchuang computers, exceeding market expectations. On March 14, according to the bid winning announcement disclosed by Kirin software, China Mobile's centralized purchase of desktop operating systems exceeded 200000 sets from 2022 to 2023. Previously, the hardware link of industry Xinchuang was dominated by server centralized purchase. The scale of PC centralized purchase exceeded market expectations, which means that the telecom industry Xinchuang has entered the deep-water area, which is expected to officially open the curtain of industry Xinchuang PC centralized purchase.
The proportion of centralized procurement of telecom operators' information innovation servers has increased steadily, and it is expected to accelerate in the future. In 2020, the three major operators officially started the large-scale procurement of Xinchuang servers, purchasing 103000 Xinchuang servers in total, accounting for 31.13% of the total number of centralized procurement servers, of which China United Network Communications Limited(600050) Xinchuang servers accounted for 40.03%, and China Telecom Corporation Limited(601728) and China Mobile Xinchuang servers accounted for 25.83%. In 2021, the three major operators steadily promoted the procurement of information innovation servers, China United Network Communications Limited(600050) special procurement of 14000 information innovation servers, China Telecom Corporation Limited(601728) and China Mobile Information Innovation servers accounted for 28.17% in total, an increase of 2.34 percentage points compared with 2020. We expect that the proportion of centralized purchase of Xinchuang servers in the telecommunications industry is expected to increase significantly from 2022, promoting the rapid growth of Xinchuang server shipments
The large orders of financial information and innovation server continue to land, and it is expected to exceed expectations in the future. At present, most financial information innovation does not take the form of public bidding. According to the statistics of financial information innovation cases in public bidding, only Bank Of Communications Co.Ltd(601328) conducted public bidding for information innovation servers in the first half of 2021, with a purchase amount of 57.74 million yuan; After entering the second half of the year, the number and amount of bidding showed an obvious upward trend, and the total purchase amount reached 1.67 billion yuan, of which Agricultural Bank Of China Limited(601288) single purchase amount of Kunpeng server was as high as 1.49 billion yuan, which is one of the largest credit creation server purchase projects in the financial industry at present; In January 2022, netlink clearing and Bank Of Communications Co.Ltd(601328) respectively landed another large order of 164 million yuan and 88 million yuan for Kunpeng server. With the substantial expansion of the pilot units of financial information innovation in 2022 and the gradual deepening to the general business system and core business system, financial information innovation is expected to land more than expected in the future.
Risk tips: the epidemic affects the bidding, implementation and delivery progress of Xinchuang, and the epidemic affects the IT investment of the government and large enterprises
