StockDuty ← Dashboard Nov 04, 2026 06:39 AM ET
CatalystTech/AI

116 billion yuan domestic computing power mega order! Dahua Technology secures 2.63 billion

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What happened: Dahua Technology announced that its subsidiary Zhejiang Huaqi Smart Technology won a China Mobile supernode equipment procurement, with a bid amount of about 2.63 billion yuan. Key numbers: Bid amount about 2.63 billion yuan. China Mobile plans to buy 20,480 AI supernode cards plus 448 Roce switches and 82 storage sets. Why it matters: China Mobile holds more than 5% of Dahua, so the procurement is a related-party transaction. Computing power is a new business line for Dahua, while the other four candidates are native computing and IT equipment makers.
Dahua Technology announced that its subsidiary Zhejiang Huaqi Smart Technology won a China Mobile supernode equipment procurement, with a bid amount of about 2.63 billion yuan.
China Mobile holds more than 5% of Dahua, so the procurement is a related-party transaction. Computing power is a new business line for Dahua, while the other four candidates are native computing and IT equipment makers.
Sources