--- title: "The surge in computing power demand makes G.654.E optical fiber the \"golden channel\" for capacity" description: "In the trunk cable centralized procurement for the 2025-2026 fiscal year, China Telecom awarded the bid to YOFC, involving approximately 2.24 million core kilometers of G.654.E fiber. This tender mark" type: "news" locale: "en" url: "https://longbridge.com/en/news/261986492.md" published_at: "2025-10-21T06:18:10.000Z" --- # The surge in computing power demand makes G.654.E optical fiber the "golden channel" for capacity > In the trunk cable centralized procurement for the 2025-2026 fiscal year, China Telecom awarded the bid to YOFC, involving approximately 2.24 million core kilometers of G.654.E fiber. This tender marks the first time China Telecom has conducted a framework-based procurement, signifying an acceleration in trunk network construction. With the advancement of the "East Data West Computing" project, the demand for G.654.E fiber has surged, and larger-scale centralized procurement is expected in 2026. This fiber has become a key support for the computing power network, aiding in the construction of Digital China According to the People's Post and Telecommunications News, on October 17, China Telecom announced the public procurement of the 2025-2026 first-level trunk optical cable and joint box concentrated procurement project, with Yangtze Optical Fibre and Cable Joint Stock Limited Company winning the bid with the largest share. This trunk optical cable involves approximately 2.24 million core kilometers of G.654.E optical fibers, marking the first time China Telecom has conducted trunk optical cable bidding in a framework format, and it is the third concentrated procurement of trunk optical cables by domestic operators this year. With the comprehensive advancement of the national "East Data West Computing" project, the three major operators represented by China Telecom are further increasing the construction of trunk networks, leading to a surge in demand for G.654.E. It is understood that the construction of China Telecom's backbone optical cable network has fully accelerated, and this first-level trunk concentrated procurement of G.654.E optical cables, with a scale of 2.24 million core kilometers, can only meet project needs for more than half a year. It is estimated that in mid-2026 or the second half of the year, China Telecom will conduct a new round of trunk concentrated procurement, which will be larger in scale. China Mobile and China Unicom have also entered the peak stage of G.654.E trunk network construction. In today's global wave of AI, G.654.E optical fibers have become a key cornerstone supporting computing power networks. From the macro strategy of "East Data West Computing" to the precise deployment of "millisecond computing" in metropolitan areas, new optical fibers with ultra-low loss, ultra-large capacity, and ultra-low latency are becoming the "golden channel" to connect the pulse of digital China ### Related Stocks - [601728.CN - CHINA TELECOM](https://longbridge.com/en/quote/601728.CN.md) - [00728.HK - CHINA TELECOM](https://longbridge.com/en/quote/00728.HK.md) - [601869.CN - YOFC](https://longbridge.com/en/quote/601869.CN.md) - [06869.HK - YOFC](https://longbridge.com/en/quote/06869.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Jefferies 维持对中国电信(ZCH)的买入评级 | Jefferies 的分析师 Edison Lee 重申了对中国电信(ZCH)的买入评级,目标价为 7.54 港元。Lee 是一位五星级分析师,平均回报率为 30.2%,成功率为 60%,专注于科技行业。尽管 Jefferies 保持乐观展 | [Link](https://longbridge.com/en/news/275470839.md) | | 港股异动:长飞光纤光缆涨 10.06%,七年新高光纤价格与资本布局双重利好! | 长飞光纤光缆涨 10.06%;比亚迪电子涨 0.72%,成交额达到 1.77 亿港币;中兴通讯跌 0.45%,成交额达到 1.33 亿港币;剑桥科技跌 1.33%,成交额达到 71.07 百万港币;伟易达跌 1.44%,市值达到 156 亿 | [Link](https://longbridge.com/en/news/275077491.md) | | AI 模型扎堆升级,国产算力需求狂飙,IDC 将迎来新一轮爆发? | 美银指出,中国 AI 行业迎来关键转折:视频生成模型爆发将算力需求推升数个数量级,云服务与模型 API 全面涨价(智谱 AI 上调 30%、UCloud 全线调价),宣告价格战结束,定价权回归卖方。IDC 租赁价格企稳回升,世纪互联、万国数 | [Link](https://longbridge.com/en/news/275876097.md) | | 春节见?DeepSeek 下一代模型:“高性价比” 创新架构,助力中国突破 “算力芯片和内存” 瓶颈 | 野村证券认为 DeepSeek 即将发布的新一代大模型 V4,可能通过创新架构 mHC 和 Engram 技术进一步降低训练和推理成本,加速中国 AI 价值链创新周期。同时有望帮助全球大语言模型和 AI 应用企业加速商业化进程,从而缓解日益 | [Link](https://longbridge.com/en/news/275541677.md) | | Seedance 2.0 或最快节后开放 API,稳定算力输出成潜在挑战 | | [Link](https://longbridge.com/en/news/275579295.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.