智东西（公众号：zhidxcom）
作者 | 李水青
编辑 | 云鹏
智东西11月2日消息，刚刚，智能物联龙头企业大华股份发布公告，确认旗下子公司浙江华启智慧科技有限公司（简称：华启智慧）中标中国移动超节点设备集中采购项目，中标金额约为26.3亿元。
▲大华股份公告
9月29日，中国移动发布“2026年至2027年新一代人工智能超节点设备集中采购项目”招标公告，计划采购AI超节点合计20480卡，及配套Roce交换机448台、存储82套。
▲招标公告部分截图
10月28日，招标人对标的项目的中标候选人情况进行公示，华鲲振宇、宝德计算机、华启智慧、百信信息、神州鲲泰五家公司进入中标候选人名单，拟中标份额分别为6144卡、5120卡、4096卡、3072卡和2048卡，交货期为30天，总项目金额预计在116亿元至117亿元之间。
▲中标候选人公告部分截图
这五家企业都属于国产算力整机生态伙伴，区别在于华启智慧脱胎于智能物联巨头大华股份，算力业务属于跨界新业务，其余四家原生就是算力、信创整机厂商。
华启智慧脱胎于智能物联巨头大华股份，成立于2022年。算力业务属于大华股份的第二增长曲线、新开辟业务线，从安防视觉硬件延伸过来，因此自带端边云视觉场景协同能力加持。此外，中国移动本身是大华股份持股5%以上股东，这笔集采构成关联交易。
截至2025年12月31日，中国移动总资产为13785.65亿元，净资产为8757.59亿元；2025年度营业收入为251.41亿元，净利润为1002.96亿元。
今年以来，三大运营商纷纷加码智算基础设施建设。其中中国电信在今年6月也发布一个同体量的项目——中国电信高性能服务器（2026-2027年）集中采购项目，该项目要采购4万台高性能服务器，项目总额约115亿元。
当时，中国电信采购项目的标包1中标候选人为四川华鲲振宇、宝德计算机、武汉长江计算、河南昆仑技术、百信信息技术、中国长城科技。第一中标候选人为四川华鲲振宇，投标报价为81.49亿元。
标包2中标候选人为中兴通讯、新华三、浪潮计算机、联想信息技术。第一中标候选人为中兴通讯，投标报价为32.87亿元。
来源：大华股份、全国招标投标公共服务平台、智东西
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Intellectual (WeChat Official Account:zhidxcom)
The author, Li Shui-chung
Editor, Wing, Wing, Wing.
In a recent announcement on 2 November, Jijiang, the head of the United Smart Enterprise, Dahua, publish, confirmed that Zhejiang Wakai Wisdom Technology Ltd., a sub-company under the banner, had been awarded China ' s centralized purchase of mobile ultra-node equipment, amounting to approximately $2.63 billion.
Zhao Dahua shares announcement
On 29 September, China issued a tender announcement for the mobile publish “Consolidated Purchase of New Generations of Artificial Intelligence Supernodes from 2026 to 2027”, in which it planned to purchase a total of 20480 cards for the AI Supernodes, plus 448 sets of Roce switches and 82 storage units.
Interception of tender notices
On 28 October, the bidders advertised the candidates for the winning bid for the target project, and the companies Huo Jin Woo, Balder Computer, Caiwei Wi, 100-shin Information and Kyushu-Tai-Tai, respectively, entered the list of candidates for the winning bid, with a proposed share of 6144, 5120, 4096, 3072 and 2048 cards, with a delivery period of 30 days, with a total project value estimated at between $11.6 billion and $11.7 billion.
Interception of the announcement of the winning candidate
The five companies are partners in the eco-systems of the national economy, the difference being that the Qing Dynasty of China has been transformed into a U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-U.S.-G.C.C.C., and the other four were original players.
The Qing Dynasty was born from the U.S. Wisdom, founded in 2022. The algorithmic business is the second-growth curve of the Chinese share, the opening of new lines of business, stretching from security-proof visual hardware, and hence the co-ordinated capacity of the side of the cloud. In addition, China ' s movement itself is a 5 per cent or more shareholder in the Chinese shares, and this collection constitutes a related transaction.
As at 31 December 2025, China ' s total mobile assets amounted to $13,788,655 million and net assets to $87,5759 million, while its operating income in 2025 was $25,141 million and its net profit was $10,296 million.
Since the beginning of the year, three major operators have added to the infrastructure. Among them, in June of this year, China Telecommunications was also a homogenous publish project — China's high-performance telecommunications server (2026-2027), which procured 40,000 high-performance servers totalling approximately $11.5 billion.
At that time, the winning candidates for the Chinese telecommunications procurement project under package 1 were Sichuan Hua Zhenwoo, Balder Computer, Wuhan Yangjiang Calculator, Henan Kunlun Technology, 100 Shin IT, and China Great Wall Technology. The first winning candidate was Sichuan Hua Zhenwoo and the bid was $8.149 million.
The successful candidates for package 2 are China Communications, Xinhua III, Wave Computer, and Networking Information Technology. The first winning candidate was the Chinese newsletter and the bid was $3.287 billion.
Source: Daehua Share, National Tendering Public Service Platform, Chile
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