116亿元国产算力大单！大华股份拿下26.3亿

Zhidongxi Author | Li Shuiqing Editor | Yunpeng Zhidongzhi News on November 2, Dahua Technology, a leading intelligent IoT company, has just issued an announcement confirming that its subsidiary Zhejiang Huaqi Smart Technology Co., Ltd. (referred to as: Huaqi Smart) won the bid for China Mobile’s super node equipment centralized procurement project, with the winning amount being approximately 2.63 billion yuan. ▲Dahua Share Announcement On September 29, China Mobile issued a bidding announcement for the "2026-2027 New Generation Artificial Intelligence Super Node Equipment Centralized Procurement Project", planning to purchase a total of 20,480 AI super node cards, 448 supporting Roce switches, and 82 sets of storage. ▲Screenshot of part of the bidding announcement. On October 28, the tenderer announced the winning candidates for the bidding project. Five companies, Huakun Zhenyu, Baode Computer, Huaqi Intelligence, Baixin Information, and China Kuntai, entered the list of winning candidates. The proposed winning shares are 6144 cards, 5120 cards, 4096 cards, 3072 cards and 2048 cards respectively. , the delivery time is 30 days, and the total project amount is expected to be between 11.6 billion yuan and 11.7 billion yuan. ▲Screenshot of part of the announcement of the winning candidate. These five companies are all domestic computing power complete machine ecological partners. The difference is that Huaqi Smart was born out of the intelligent IoT giant Dahua Technology. The computing power business is a new cross-border business. The remaining four are native computing power and Xinchuang complete machine manufacturers. Huaqi Intelligence was born out of the intelligent IoT giant Dahua Technology and was established in 2022. The computing power business belongs to the second growth curve of Dahua Co., Ltd. and is a newly opened business line that extends from security vision hardware. Therefore, it comes with the blessing of end-edge and cloud vision scene collaboration capabilities. In addition, China Mobile itself is a shareholder holding more than 5% of Dahua shares, and this centralized purchase constitutes a related transaction. As of December 31, 2025, China Mobile's total assets were 1,378.565 billion yuan, and its net assets were 875.759 billion yuan; its operating income in 2025 was 25.141 billion yuan, and its net profit was 100.296 billion yuan. Since this year, the three major operators have stepped up their efforts in building smart computing infrastructure. Among them, China Telecom also released a project of the same size in June this year.