Note: The data comes from all government procurement networks, central enterprise bidding websites and some public institutions, third-party bidding agency websites, the statistical date is from March 16 to March 22, 2023, telecommunications includes the main company, China Telecom Digital Intelligence, China Power Wanwei, China Power Hongxin, China Power Fufu; Mobile includes the main company, China Mobile system integration, China Mobile Construction, China Mobile Online, China Mobile Railcom, mobile information system integration; China Unicom includes the main company, Unicom Digital and Industrial Internet; The radio and television company, including the main company, the radio and television network, and the radio and television information were the winning company, and the government and central enterprise informatization projects were sampled, and full data analysis was carried out.
Four major operators
1. Overall bid winning of major operators on the third Thursday of March 2023
From March 16 to 22, 2023, the government and enterprise markets of the four major operators in China, namely China Mobile, Telecom, China Unicom, and Radio and Television, accumulated 2,552 orders (an increase of 6.4% from the second week of the month), of which 2,441 were publicly awarded the bid amount, with a total amount of 4.066 billion yuan (an increase of 29.8% from the second week of the month), and the average unit price of the project was 1.6657 million yuan per order.
Market share analysis
Among the four major operators in the number of public bids in the government and enterprise market, the number of mobile winning bids was 871, accounting for 34% (down 2PP from the second week of the previous month); The total number of telecom winning projects was 992 and 985, accounting for 39% (down 2PP from the second week of the previous month); China Unicom won 485 bids, accounting for 19% (up 2PP from the second week of the month), and radio and television won 204 projects, accounting for 8% (up 2PP from the second week);
In terms of the bidding amount of the four major operators in the government and enterprise market, the total bid amount of China Mobile was 1.44 billion yuan, accounting for 35% (basically the same as the second week). The total winning bid amount of Telecom was 1.4 billion yuan, accounting for 35% (down 7PP from the second week of the previous month); Unicom was 860 million yuan, accounting for 21% (up 4PP from the second week of the previous month), and the total winning bid amount of radio and television was 370 million yuan, accounting for 9% (up 3PP from the second week of the month).
Second, the industry market situation analysis
From the perspective of industry market conditions, the Public Prosecution and Legal Affairs Department and other government affairs industries were the main two pillars of government and enterprise revenue of the four major operators in the third week of March, completing revenue of 1.73 billion yuan, accounting for 42.5% of the total revenue (down 4.6PP from the second week of the previous month). Among them, telecom companies are ahead of competitors in four other industries, including government affairs, medical and health care, financial industry, and industrial energy; Mobile is ahead of competitors in six industries, including the Department of Public Prosecution and Law, data resources, other enterprises, transportation and logistics, large housing construction, and emergency management. Unicom leads competitors in two industries: education, agriculture and rural areas; The broadcasting and television company is only ahead of the competitors in the cultural tourism industry.
Analysis of the market situation of the four major operator industries
Among the four major operator winning bids, other government affairs bidding projects were the most, with a total of 722 orders, accounting for 28%; It is followed by the Public Prosecution and Legal Department, education and medical and health industries, accounting for 17%, 11% and 10% respectively.
From the perspective of industry value, the Public Prosecution and Legal Department has the highest industry value, with a total project of 920 million yuan, accounting for 23%, followed by other government affairs, data resources, and medical and health care, accounting for 20%, 14% and 9% respectively. From the perspective of the average value of the project, the average value of data resources is the highest, which is 3.39 million yuan per order.
3. Analysis of the winning project
From the perspective of winning projects, traditional ICT and big security were the main sources of revenue in the third week of March, completing 2.83 billion yuan, accounting for 69.5% of the total revenue. Among them, telecom companies are ahead of competitors in three projects, including big security, basic business, IDC and cloud; Mobile is ahead of competitors in three projects: traditional ICT, software platform, and Internet of Things. Unicom is only ahead of its competitors in the Industrial Internet.
Among the projects won by the four major operators, they were mainly concentrated in traditional ICT projects, with 1,061 bids, accounting for 42%, followed by basic services, software platforms and big security, accounting for 39%, 8% and 7% respectively.
In terms of project value, traditional ICT projects are the highest, with a total project amount of 2.1 billion yuan, accounting for 52%, followed by large security, basic services and software platforms, accounting for 18%, 12% and 11% respectively. From the average value of the project, the average value of big security is the highest, at 4.2 million yuan / order.
4. Analysis of the geographical situation
From the perspective of geographical conditions, the top 3 large operators won bids on the third Thursday of March: Hunan, Guangdong and Xinjiang, accounting for 44.3% of the total number of bids; Top 3 winning bid amounts: Guangdong, Jiangsu and Zhejiang, accounting for 33.8% of the total amount, of which: Guangdong won the highest bid amount, with 510 million yuan.
From the perspective of the proportion of revenue of the four major operators in each province, the proportion of winning bid amount of mobile companies is TOP3: Liaoning, Yunnan and Gansu; Top 3 in the proportion of winning bid amount of telecom companies: Qinghai, Hainan, Jiangsu; China Unicom's winning bid amount accounted for the top 3: Jilin, Heilongjiang, Beijing; The proportion of winning bid amount of radio and television companies is TOP3: Guizhou, Shaanxi and Xinjiang.
From the perspective of the traditional ICT in various provinces, Guangdong Mobile, Jiangsu Telecom and Zhejiang Mobile ranked the top three from the winning bid amount, of which Guangdong Mobile reached up to 230 million yuan.
From the perspective of the large security business of the provinces that won the bid, Jiangsu Telecom, Jiangxi Telecom, Zhejiang Telecom and Jiangxi Mobile ranked the top three from the winning bid amount, of which Jiangsu Telecom reached up to 130 million yuan.
5. Analysis of large order projects
From the perspective of large orders exceeding 40 million yuan, the traditional ICT projects were mainly concentrated (the winning amount was 382 million yuan), with 5 bids won by mobile companies with a winning bid amount of 293 million yuan, telecom companies winning 3 bids with a winning bid amount of 166 million yuan, China Unicom winning 3 bids with a winning bid amount of 139 million yuan, and radio and television companies winning 1 bid with a winning bid amount of 43 million yuan.
Big order project of the week
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