Xin Lang Cai Jing·2025-10-21 06:21Core Insights - China Telecom has announced the procurement of G.654.E optical fibers, marking the first time it has conducted a trunk cable tender in a framework format, with Yangtze Optical Fibre and Cable Joint Stock Limited Company winning the largest share [1] - The procurement involves approximately 2.24 million core kilometers of G.654.E optical fibers, indicating a significant increase in demand driven by the national "East Data West Computing" initiative [1] - The construction of backbone optical cable networks by China Telecom is accelerating, with the current procurement only meeting about half a year's project needs, suggesting a larger upcoming procurement in mid to late 2026 [1] Industry Trends - The three major telecom operators in China, including China Mobile and China Unicom, are entering a peak phase of G.654.E trunk network construction [1] - G.654.E optical fibers are becoming a critical foundation for supporting computing power networks, essential for the macro strategy of "East Data West Computing" and precise deployment in urban areas [1] - The new type of optical fiber, characterized by ultra-low loss, ultra-large capacity, and ultra-low latency, is being recognized as a "golden channel" for facilitating the digital economy in China [1]