Zhi Tong Cai Jing·2025-09-17 14:09Core Viewpoint - Baidu's stock rose over 6% to $131.89 following significant wins for its subsidiary Kunlun Chip in a major AI server procurement project with China Mobile, securing a total order scale in the billion range [1] Group 1: Company Performance - Kunlun Chip secured 70% market share in two of the three procurement packages and 100% in the third, ranking first in all categories [1] - The project is expected to generate revenue in the range of hundreds of millions, potentially exceeding that amount, based on the scale and market share won [1] Group 2: Market Expansion - Kunlun Chip has expanded its applications beyond Baidu's internal needs into various sectors including internet, finance, industrial manufacturing, and smart transportation [1] - The collaboration with key distributors like China Electronics Port is anticipated to further enhance Kunlun Chip's market share and revenue growth in the coming years [2]