"Huawei, Tencent and Donghua Software complement each other, with Huawei focusing on the underlying hardware provision and Tencent focusing on cloud computing capabilities."
By Robin
Out of Finance Graffiti
According to company intelligence expert Finance Graffiti, Donghua Software's first investor meeting in 2020 was held in Beijing on January 14, where the company's management explained the debut of its Pengxiao servers and its prospects. The company's management made a presentation on the debut of the Pengxiao server and its prospects.
Donghua Software (002065.SZ) and Huawei jointly announced on January 9 that the "Pengxiao" server based on Kunpeng processor was debuted, and was used for the first time in the Ningbo government cloud. Bank of Ningbo, Ningbo Industrial Internet Research Institute, Ningbo East Investment Group, Ningbo Big Data Investment and Development Company Limited, Ningbo Mobile, Ningbo Unicom, as the first batch of "Pengxiao" server use units and Donghua Software signed an agreement.
"Pengxiao" servers are equipped with Huawei Kunpeng chips and motherboards, and Donghua Software provides software and integration technology, and has now completed the compatibility and adaptation with the domestic mainstream operating systems, databases, middleware, as well as scanners, printers, and other hardware and software equipment.
Donghua Software provides B-side software products and solutions in the fields of smart city, healthcare, finance, and energy. It is reported that Donghua Software's key smart city projects in 2019 include "Digital Guangdong" provincial government service platform, with an order contribution of 1.045 billion yuan; Changsha "Super Brain" center stage and urban applications, with an order contribution of 52 million yuan; Chengdu "Wisdom Green", with an order contribution of 520 million yuan; and Chengdu "Wisdom Green", with an order contribution of 1.5 billion yuan.
Digital Guangdong" provincial government service platform, order contribution of 1.045 billion yuan; Changsha "super brain" center stage and urban applications, order contribution of 520 million yuan; Chengdu "smart greenway" smart park project, order contribution of 870 million yuan; Yunnan Culture and Tourism "a machine tour" of the whole region tourism, the order amount of about 1 billion yuan and so on .
At the same time, in 2019, Donghua Software in the financial, medical, electric power, central enterprises, smart cities and other areas of ICT business on a comprehensive cooperation, the annual amount of cooperation projects exceeded 1 billion yuan.
Pengxiao servers in the smart city, medical, financial and other industries have been tested, more than half have passed, the future of Donghua Software will also be in the field of smart city, medical field for large-scale application.
Donghua Software said the company and Huawei's software and hardware integration of the cooperation is conducive to the service to the country. Pengxiao server hardware production, the company's next step will be joint Ningbo government through the Pengxiao fund investment to introduce the more powerful foundry, set up production lines in Ningbo, after the province's national promotion coverage. The company has a 3,000-person hardware team, the funds are also more adequate, the comprehensive credit line of 5 billion with 2 billion, the major shareholders did not pledge shares.
With the landing of the "Pengxiao" server, Donghua Software will provide servers and integrated solutions. Based on this, the company is striving to one year to achieve the business revenue of more than 10 billion and profit of more than a billion or so growth .
A few days ago, the company completed a share transfer in which Tencent changed from holding 5.04% of the company indirectly through Donghua Chengxin to holding 5.04% of Donghua Software directly. The synergy between Tencent and Huawei will complement the business of Donghua Software, with Huawei focusing on the provision of underlying hardware and Tencent focusing on cloud computing capability.
Donghua Software pointed out that the global demand for new computing power capacity will reach a newer node in 2020/2021, and predicted that the global server market shipments in 2022 will be 15 million units. 2019 China's server market shipments were 3.69 million units, an increase of 26.1% year-on-year, with a market size of 115.2 billion yuan, an increase of 54.9% year-on-year, and it is expected that in 2022 China will have server shipments of 4.72 million units. Servers with higher performance, more arithmetic power, and more data processing can all make a big difference with policy support.