Event description on May 11, 2024, China Mobile released "China Mobile 2024 PC server product centralized procurement _ bid candidate announcement", which publicized the bid winning results of bid package 1, 2, 3, 4, 5, 7, 8, 15, 17, 18, 19 and 22 for PC server product centralized procurement in 2024. Event comments China Mobile's PC server procurement reached an all-time high in 2024. This time, we announced the winning results of bid packages 1, 2, 3, 4, 5, 7, 8, 15, 17, 18, 19 and 22 for the centralized procurement of PC server products in 2024, together with the previously published bid packages 6, 9, 11, 12, 13, 14, 16, 20, a total of 20 packages have been publicized so far, the total amount is roughly estimated to be about 16.2 billion yuan (excluding tax), a total of 18 winning bidders, a total of 264542 servers will be purchased In terms of scale, China Mobile collected PC servers in two batches from 2021 to 2022, with a total procurement scale of about 24.Pokertour. 590000. The collection scale of this PC server will be the largest in recent years, exceeding the combined number of the previous two batches of bids. China Mobile's tender or indicates that the industry represented by operators is expected to gradually recover. In recent years, due to macroeconomic factors and other reasons, the progress of Xinchuang is lower than market expectations. At present, the friction between China and the United States is gradually intensified, and the demand for an alternative to the information system of central state-owned enterprises is becoming more and more urgent. The China Mobile large-scale PC server bidding or good cash flow operators and other industries are expected to restart the innovation process. In the context of the promotion of Xinchuang, the proportion of domestic servers is expected to further improve. Combined with the product name and the result of winning the bid, we infer that the server with the character "Z" in the product name is the server using domestic chip.PokertourSince Zhongke can control the bid package 7, we infer that the bid package uses Haiguang CPU server; ZTE exclusively wins the bid package of ARM architecture 22, and we infer that the bid package will use ZTE Everest CPU. Based on the above inference, we calculate that in the bidding of China Mobile servers, 181034 servers use domestic chips, accounting for 68.43%, and the proportion of domestic servers will increase significantly. Industry Xinchuang is gradually recovering, and domestic server manufacturers are expected to benefit. In the direction of the general server industry, China's information innovation industry continues to advance, in addition to the party and government, the key basic industries also gradually improve the penetration of domestic chip servers. As an important carrier of information infrastructure in China, operators have continued to increase in the field of computing infrastructure and cloud infrastructure in recent years. At the same time, under the background of Xinchuang industry, the share of domestic servers is expected to increase, thus leading domestic server manufacturers to benefit. It is recommended to pay attention to domestic chip server manufacturers, focusing on the recommendation of Huawei server industry chain leader. Risk tips 1, the actual demand landing is not as expected; 2, the risk of changes in the competition pattern of the industry. [disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.

[disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.