Guan Cha Zhe Wang·2026-02-06 08:01Group 1 - Shanghai Pudong Development Bank has announced procurement results for two projects involving Kunpeng and Haiguang chip servers, with Hengchi Information winning a bid of 158 million yuan and Shenzhou New Bridge winning a bid of 215 million yuan [1] - Hengchi Information is a core agent of Huawei and focuses on ICT integration, cloud business, and information security [1] - Shenzhou New Bridge, a subsidiary of Donghua Software, provides IT services for the domestic financial industry [1] Group 2 - Huawei plans to launch the Kunpeng 950 processor in Q1 2026, featuring two versions: 96 cores/192 threads and 192 cores/384 threads, marking its first data center processor capable of confidential computing [2] - The Kunpeng 920 processor, released in 2019, supports 64 cores and was designed by Huawei [4] - The Haiguang 7400 series, launched in October 2023, is the fourth generation of domestic high-end x86 server processors, supporting 64 cores and 128 threads, and is aimed at high-performance computing and data center markets [5] Group 3 - The Chinese "Xinchuang" industry is experiencing a "2+8+N" development trend, with key sectors including finance, power, telecommunications, oil, transportation, education, healthcare, and aerospace leading the promotion of Xinchuang [6] - The Xinchuang market is projected to grow by 17.84% in 2025 and 26.82% in 2026, reaching a market size of 26,559 billion yuan by 2026 [6] Group 4 - Despite the growth of domestic CPU products, Intel and AMD still dominate the public market, with Intel's market share dropping from over 90% in 2019 to about 60% by 2025, while AMD's share increased from around 5% to over 20% [7] - There is a current shortage of server CPUs from Intel and AMD, leading to price increases of over 10% for Intel's products in China [7]