Dahua Technology subsidiary Huaqi Smart wins China Mobile's 2.63 billion yuan AI super node centralized procurement

Zhidongxi November 2 news: Just now, leading intelligent IoT company Dahua Technology issued an announcement confirming that its subsidiary Zhejiang Huaqi Smart Technology Co., Ltd. (abbreviated: Huaqi Smart) won the bid for China Mobile's super node equipment centralized procurement project, with a bid amount of approximately 2.63 billion yuan.

▲Dahua Technology announcement

On September 29, China Mobile issued a tender announcement for the "2026 to 2027 New Generation Artificial Intelligence Super Node Equipment Centralized Procurement Project," planning to procure a total of 20,480 cards of AI super nodes, along with 448 supporting Roce switches and 82 sets of storage.

▲Partial screenshot of the tender announcement

On October 28, the tenderer publicized the candidates for winning bids for the subject project. Five companies—Huakun Zhenyu, Baode Computer, Huaqi Smart, Baixin Information, and Shenzhou Kuntai—entered the list of winning candidates, with proposed winning shares of 6,144 cards, 5,120 cards, 4,096 cards, 3,072 cards, and 2,048 cards respectively, a delivery period of 30 days, and a total project amount estimated at between 11.6 billion yuan and 11.7 billion yuan.

▲Partial screenshot of the winning candidate announcement

All five companies are ecosystem partners for domestic computing power complete machines. The difference is that Huaqi Smart was spun off from intelligent IoT giant Dahua Technology, and its computing power business is a new cross-sector business, while the other four are originally computing power and IT application innovation complete machine manufacturers.

Huaqi Smart was spun off from intelligent IoT giant Dahua Technology and was established in 2022. Its computing power business is Dahua Technology's second growth curve and a newly opened business line, extending from security vision hardware, and therefore comes with the support of end-edge-cloud vision scenario collaboration capabilities. In addition, China Mobile itself is a shareholder holding more than 5% of Dahua Technology, and this centralized procurement constitutes a related-party transaction.

As of December 31, 2025, China Mobile's total assets were 1,378.565 billion yuan, and net assets were 875.759 billion yuan; its 2025 operating revenue was 25.141 billion yuan, and net profit was 100.296 billion yuan.

Since the beginning of this year, the three major telecom operators have successively stepped up intelligent computing infrastructure construction. Among them, China Telecom also released a project of the same scale in June this year—the China Telecom High-Performance Server (2026-2027) Centralized Procurement Project, which plans to procure 40,000 high-performance servers, with a total project amount of approximately 11.5 billion yuan.

At that time, the winning candidates for Package 1 of the China Telecom procurement project were Sichuan Huakun Zhenyu, Baode Computer, Wuhan Changjiang Computing, Henan Kunlun Technology, Baixin Information Technology, and China Great Wall Technology. The first winning candidate was Sichuan Huakun Zhenyu, with a bid quotation of 8.149 billion yuan.

For Package 2, the winning candidates were ZTE, New H3C, Inspur Computer, and Lenovo Information Technology. The first winning candidate was ZTE, with a bid quotation of 3.287 billion yuan.

Source: Dahua Technology, National Public Service Platform for Bidding and Tendering, Zhidongxi