Midea Building Technologies has won 70% of the share in China Mobile's latest centralized procurement for low-voltage chillers, becoming a core temperature control supplier for China Mobile's data centers.
Gree Electric Appliances won the bid for China Mobile's 2026-2027 centralized procurement of high-voltage centrifugal chillers, with a total cooling capacity of nearly 100,000 tons and delivery of nearly 50 units over two years.
Shenglu Communication (002446.SZ) received a Letter of Award from China Mobile for a centralized procurement project of passive devices for 2023-2024, with a bid amount of approximately CNY130 million (including tax).
Unigroup Guoxin's subsidiary Unigroup Tongxin won a sole-source bid from China Mobile's IoT subsidiary to supply 70 million eSIM wafers, including 40 million consumer-grade and 30 million industrial-grade eSIM wafers.
Tongding Interconnection (002491.SZ) received a notice of award for China Mobile's 2020-2021 power cable centralized procurement project. The estimated allocation is about 10.96 million meters, with an estimated contract value of 7.34 billion yuan (approx. $1.1 billion).