Digital China: Subsidiary wins bid for China Mobile's new intelligent computing center procurement project with RMB 19.1 billion
2024-08-07
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Lenovo has won the bid for another China Mobile-related project.
On August 6, Lenovo Group Co., Ltd. (Logistics, 000034.SZ) issued an announcement stating that the company's wholly-owned subsidiary Lenovo (Xiamen) Information Technology Co., Ltd. (hereinafter referred to as "Logistics") received the "Notice of Winning Bid" from the bidding agency China Post and Telecommunications Equipment Group Co., Ltd., confirming that Lenovo is the supplier for China Mobile's new intelligent computing center procurement from 2024 to 2025.
Specifically, the content of this bidding project is the artificial intelligence server and supporting products of China Mobile Communications Co., Ltd. Shenzhou Kuntai's bid price is 19.117 billion yuan (excluding tax), and the winning bid share is 10.53%. The final order will be subject to the actual order.
In its announcement, Digital China mentioned the impact of the winning bid on the company's performance. The announcement pointed out that the products supplied by the winning project are the AI servers of the Kuntai series of Digital China. If the project can be successfully implemented, it is expected to have a positive impact on Digital China's future information technology application innovation business and the company's overall operating performance.
At the same time, the announcement also reminded of the investment risks. Since the project contract has not been formally signed, there is still uncertainty about the contract signing and contract terms. The specific content is subject to the final signed contract. The company will disclose relevant information based on actual progress in the future.
According to the information displayed on the official website, Digital China Group was established in 2000 and is an enterprise mainly engaged in the manufacturing of computers, communications and other electronic equipment. In recent years, the company has insisted on using global leading technology and independent innovative core technologies to enable the digital transformation of the industry and the development of the digital economy.
Shenzhou Kuntai, which won the bid this time, was established in 2020 and is a wholly-owned subsidiary of Lenovo. Its main business is centered on the Shenzhou Kuntai series of products, forming three major product lines covering "data computing, terminal products, and data networks", providing strong basic support for cloud computing and big data services.
Digital China has maintained steady performance in recent years. The 2023 annual report shows that the company's annual revenue is 119.624 billion yuan, a year-on-year increase of 3.23%; the full-year profit attributable to the parent company in 2023 is 1.172 billion yuan, a year-on-year increase of 16.66%. In the first quarter of 2024, the company's performance continued to improve, with revenue of 29.272 billion yuan, a year-on-year increase of 7.95%; and net profit of 235 million yuan, a year-on-year increase of 12.35%.
Digital China's 2023 annual report pointed out that the self-developed AI server of Digital China Kuntai is suitable for a variety of AI application scenarios such as large-model reasoning and video recognition. It can dynamically allocate computing resources through intelligent computing resource management software to help customers achieve the best cost-effectiveness of computing power and energy consumption. During the reporting period, the company completed the research and development, production and delivery of customized AI servers that can be adapted to mainstream domestic GPUs, and has been highly recognized by customers. Customer cases include projects of Shanxi Electric Power Company, artificial intelligence computing center projects in Hefei, Shenyang, Changchun, etc., and China Mobile and China Telecom's intelligent computing centralized procurement projects.
It is worth noting that this is not the first time that Digital China has won the bid for China Mobile-related products. According to the announcement released by the company, as early as March 2022, Yunke Information Technology, a holding subsidiary of Digital China, had won the bid for China Mobile's artificial intelligence general computing equipment. Since then, Digital China's subsidiaries Shenma China and Yunke Information Technology have received China Mobile's winning notices several times between June 2022 and May 2024. The winning bid includes PC servers, artificial intelligence servers and supporting products. This is the third subsidiary of Digital China to win the bid for China Mobile.
As of the close of August 6, Digital China was priced at 22.96 yuan per share, up 1.46%.
The Paper reporter Shao Bingyan and intern Guo Yichen
(This article is from The Paper. For more original information, please download the "The Paper" APP)
