Economic Observation Network Based on the latest public information, ZTE Corporation (000063. SZ) has the following disclosed events or plans worth paying attention to in 2026, which may have an impact on the company's business development.

Promotion of company projects
First quarter (Q1):
The China Mobile AI inference server centralized procurement project has been delivered, with a total amount of approximately 885 million yuan, and plans to complete the shipment of 7499 units.
5nm ASIC chips started mass production and supplied ByteDance (30000 pieces) and Alibaba (100000 pieces), of which ByteDance's order amount ranged from 2.1-3 billion yuan.
The centralized delivery of China Mobile's 5G-A wireless master equipment involves 397500 stations, with an amount ranging from 12-15 billion yuan.
Second quarter (Q2):
In the Middle East, large orders of US $3 billion (about 21.6 billion yuan) were launched and delivered, covering 5G-A and industrial Internet.
5nm ASIC chips are shifting to domestic OEM, with a monthly production target of 5000 pieces.
The commercialization of satellite communication services has been implemented and supported by special bonds.
Q3 to Q4 (Q3-Q4):
The delivery of overseas large orders has accelerated, and industry models have been scaled up in fields such as finance, energy, and transportation, with order sizes exceeding 1 billion yuan.
In addition, ZTE and ByteDance have completed the establishment of the second generation AI native mobile phone product, which is planned to be launched in the first half of 2026.

Recent Events
Industry Fund Participation: ZTE Corporation passed a board resolution on February 6, 2026, to subscribe for shares of the Guangdong Hong Kong Macao Greater Bay Area Venture Capital Guidance Fund with its own funds of 200 million yuan. The fund focuses on new generation information technology, new energy and other fields, aiming to promote strategic landing through investment.
Technical Awards and Certification: The company was awarded the "Outstanding Asset Contribution Award" by TM Forum on February 11, 2026, highlighting its technological leadership in the fields of communication big models and intelligent operations. This industry recognition may continue to increase market attention.

Strategic Advancement
ZTE is anchoring its "connectivity+computing power" strategy and will accelerate the deployment of AI infrastructure by 2026, with a focus on increasing the revenue share of computing power businesses (such as servers and storage), deepening the commercialization of 5G-A technology, and expanding into emerging scenarios such as low altitude economy.

The above content is based on publicly available information and does not constitute investment advice.