中泰证券指出，2018-2024年期间，中移动普缆使用量共计分批招标5次，光缆实际使用年限6年，第5次招采标单价/年均使用量均有企稳回升态势。国家算力枢纽之间互联及DCI直连需求有望释放，叠加低空经济拉动5G-A建设需求，运营商有望开启新一轮光缆招投标，单价及年均使用量或持续改善。YOFC (06869) is currently up over 4%, as of the time of writing, up 4.17%, priced at 12.5 Hong Kong dollars, with a transaction value of 27.0205 million Hong Kong dollars.
智通财经 APP learned that YOFC (06869) has risen over 4%, currently up 4.17%, priced at 12.5 Hong Kong dollars, with a transaction volume of 27.0205 million Hong Kong dollars.
On the news front, the National Development and Reform Commission, the National Bureau of Statistics, and the Ministry of Industry and Information Technology jointly released the 'Guidelines for the Construction of National Data Infrastructure', focusing on the Concept of data infrastructure, development vision, construction goals, and other content, providing clear planning for the construction of national data infrastructure in China for the next five years.
Zhongtai pointed out that between 2018 and 2024, China Mobile will conduct a total of five batch procurements for the usage of optical cables, with an actual usage lifespan of six years. The fifth procurement's bid price and average annual usage volume have shown a tendency to stabilize and rise. The interconnection between national computing power hubs and direct connection demand for DCI is expected to be released, combined with the low-altitude economy driving the demand for 5G-A construction, which is likely to open a new round of optical cable bidding by operators, with prices and average annual usage volume potentially continuing to improve.
