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on september 26, the shanghai stock exchange, shanghai stock exchange technology co., ltd., sse information network co., ltd., and shanghai sse data services co., ltd. issued a bidding announcement for the "2024 xinchuang server resource pool centralized procurement project", which will target the procurement of information. chuangkunpeng server, xinchuang haiguang server.

this bidding project is divided into 2 bidding sections. this bidding is for: (001) xinchuang kunpeng server; (002) xinchuang haiguang server. the upper limit of the purchase contract amount is 85.2 million yuan including tax.

compared with the shanghai stock exchange's 2023 server resource pool procurement project, the purchase amount has declined (the 2023 bidding budget amount is 112 million including tax). brokerages believe that this may be due to the sluggish transaction volume in the first half of 2024, which in turn leads to server demand decline. but on the other hand, the bidding time is earlier than before (the bidding time in 2023 will be november). brokerages believe that this may indicate that the financial industry is gradually advancing under overall planning, and domestic substitution is expected to accelerate.

after the market opened on september 27, the shanghai stock exchange's stock bidding transactions experienced abnormal slow transaction confirmations, which affected transactions. the continued popularity of a-share trading may be the main reason for the outage.

previously, the "14th five-year plan" for the science and technology development of the securities and futures industry issued by the china securities regulatory commission made important decisions in terms of continuing to build integrated industry infrastructure, promoting technological empowerment and the transformation of financial technology, and shaping a leading safety and controllable system. deployed accordingly. looking forward to key time nodes such as 2025 and 2027 and other policy assessment years approaching, the industry’s acceleration is worth looking forward to. with the recent market recovery, transaction volume continues to rise, and server demand may be expanded again, which in turn will drive xinchuang server demand.