1114机构调研

Summary of Conference Call Notes Company and Industry Overview - The company discussed is ZhiZhen Technology (直真科技), a major supplier in the operational support system (OSS) industry, primarily serving the three major telecommunications operators in China: China Mobile, China Telecom, and China Unicom [1][2][3]. Key Points and Arguments 1. Project Wins and Strategic Planning: - ZhiZhen Technology recently won a bid for the Zhengzhou Big Data Industrial Park processing center project, focusing on the construction, maintenance, and operation of a computing power cluster [2][3]. - The project is expected to complete hardware and software procurement and installation within 90 calendar days, followed by a 30-day trial operation phase [2][3]. 2. Product Offerings: - The company plans to provide a range of products including GPU computing servers, storage devices, network equipment, and security devices, along with intelligent computing power management and application software [3]. - The focus is on developing an integrated computing network platform and exploring new opportunities in the computing power network industry chain [2][3]. 3. Strategic Alignment with National Initiatives: - ZhiZhen Technology is aligning its operations with the national strategy of "East Data, West Computing" (东数西算), which aims to enhance the synergy between computing power and network resources [3]. 4. Operational Efficiency Goals: - The company aims to improve the utilization of computing resources and reduce costs through intelligent collaboration of computing and network resources, thereby supporting operators in achieving their goals of strengthening computing capabilities [3]. Important but Overlooked Content - The call included a risk warning indicating that the discussions were merely business exchanges between institutions and the listed company, and do not constitute investment research opinions. Information should be verified against official company announcements and analyst reports [2][4]. - The stock price of ZhiZhen Technology increased by 3.08% following the announcement of the project win [5].