Huaqi Smart named third-ranked winning bidder for China Mobile's AI supernode deal worth RMB 2.63 billion
11/02/2026 — 11/03, 07:19·2 sources (all)·2 reports (all)
Key takeaways
- Huaqi Smart, a Dahua Technology subsidiary, has been selected as a supplier for China Mobile's 2026-2027 centralized procurement of new-gene…
Background & analysis
On September 29, 2026, China Mobile released the tender notice for its "2026-2027 Next-Generation AI Super Node Equipment Centralized Procurement Project", planning to purchase a total of 20,480 AI super node cards, together with 448 Roce switches and 82 storage systems.
On October 28, 2026, China Mobile Purchasing and Bidding Network publicized the list of winning candidates. Five vendors made the shortlist: Sichuan Huakun Zhenyu bid RMB 11.702 billion for 6,144 cards; Baode Computer bid RMB 11.599 billion for 5,120 cards; Huaqi Zhihui bid RMB 11.638 billion for 4,096 cards; Baixin Information bid RMB 11.702 billion for 3,072 cards; and Shenzhou Digital's subsidiary Shenzhou Kuntai bid RMB 11.666 billion for 2,048 cards. Delivery was set at 30 days, with the total project value estimated at RMB 11.6-11.7 billion.
On the evening of November 2, 2026, Dahua Technology (002236) announced that its subsidiary Zhejiang Huaqi Zhihui Technology Co., Ltd. (Huaqi Zhihui) had won the project, with a bid value of about RMB 2.63 billion (tax inclusive). Huaqi Zhihui, ranked third among the winning candidates, secured a 4,096-card share, roughly 20% of the total procurement volume. The procurement of 20,480 cards in total is the largest single-batch AI super node procurement in China Mobile's history and one of the single largest telco AI infrastructure tenders in China to date.
AI-generated from 2 reports · updated 44 minutes ago
Latest turnDahua Technology said its subsidiary Huaqi Smart won a contract worth about 2.63 billion yuan (tax included) in China Mobile's 2026–2027 AI supernode procurement. The tender covers 20,480 cards in total, the largest single batch in China Mobile's AI supernode purchasing history, with Huaqi taking a 4,096-card share of roughly 20%.
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Dahua Technology said its subsidiary Huaqi Smart won a contract worth about 2.63 billion yuan (tax included) in China Mobile's 2026–2027 AI supernode procurement. The tender covers 20,480 cards in total, the largest single batch in China Mobile's AI supernode purchasing history, with Huaqi taking a 4,096-card share of roughly 20%.
东方财富AI score 57
According to Zhidx, Dahua Technology's subsidiary Huaqi Intelligence has won a bid for China Mobile's next-generation AI super node equipment procurement project, securing 4,096 cards for approximately 2.63 billion CNY.
智东西AI score 63
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