Operator Finance Network Chen Congmin text.
Recently, China Mobile's 2024-2025 smart home gateway product centralized procurement (public procurement part) winning candidates were announced, and each bid section has 6-8 manufacturers to share, who will win more shares in this centralized procurement, and can be the "winner"?
According to the announcement of the competition released on the official website of China Mobile Procurement on February 1, 2024, the procurement scale collected this year is as high as 7593510,000 units. Among them, GPON-dual-band wifi6 purchased 1275380,000 units, 10G GPON-WIFI6 purchase 1380360,000 units, GPON-no WiFi purchase 2724770,000 units, 10G GPON-no wifi purchase 22130000000 units.
It is worth noting that this procurement project is divided into four procurement packages, each of which stipulates the specific number of selected manufacturers in the fixed library, and the number of selected manufacturers in the market library.
According to the list of winning candidates that has been announced on February 28, the fixed library determines the winning candidates according to the rules set forth in the selection documents, and there are 8, 6, 8 and 8 winning candidates in the four procurement packages respectively, and there is a large gap in the winning share of each equipment manufacturer.
According to statistics, in the four procurement packages, ZTE has gained, and the share of winning bids is as follows. 85%, winning the third share of the procurement package and the first share of the procurement package 4; Shenzhen Skyworth is not too reckless, and has a place in the four procurement packages, and the winning shares are. 94%, winning the first share of the procurement package and the second share of the procurement package.
Huawei, which is usually called the "darling" in the operator's bidding project, has gained slightly less, and only gets it in the procurement package. 91% share.
Of course, the operator's financial network also found that Huawei won the largest share of the second procurement package, and 2391% of the winning bids are also among all the winning shares".Unique
All in all, from the perspective of the winning share of the fixed library, Shenzhen Skyworth can be called the biggest winner of the procurement project.
It is worth noting that the candidates selected in the market library of this procurement project include equipment manufacturers such as Fiberhome Communications, Nokia Bell, and Shenzhen Youhua Communications.
It is reported that the fixed library and the market library are selected by China Mobile through different evaluation criteria for the selected top suppliers: the fixed library is selected according to the comprehensive evaluation method to select the top manufacturers in the comprehensive ranking, and the supply is carried out according to the proportion of the winners; The market library is qualified and tested by all those outside the fixed library, and does not exceed the highest **grid 1 in the fixed library2 times the maker composition. The share of the fixed library shall not be less than 70% of the total demand, and the share of the market library shall not be higher than 30% of the total demand.