Recently, China Mobile launched the centralized procurement of ordinary optical cable products from 2023 to 2024. 389 million skin-length kilometers (equivalent to 108. There are YOFC, Fortis, Hengtong, Zhongtian, Fiberhome, Tongding Internet, Southern Communications, Xigu, Fortis. As anticipated, competition for the 98. 8M F-km optical cable tender was intense. The procurement mainly focuses on. This week's industry review focuses on the recovery of fiber prices, the completion of China Mobile's special optical cable procurement, and the long-term growth potential driven by AI-driven optical interconnection.