Raws li cov ntaub ntawv tshiab tshaj plaws rau pej xeem thaum Lub Plaub Hlis 2026, qhov kev ntsuas qib zoo ntawm cov fiber ntau optical uas tsim tawm hauv Suav teb feem ntau yog txiav txim siab los ntawm kev ntsuam xyuas thoob plaws xws li lub zog ntawm kev siv tshuab, kev sib koom ua lag luam, kev ywj pheej ntawm cov khoom siv, kev tawg hauv cov thev naus laus zis ciam teb, thiab kev ntsuam xyuas kev lag luam. Cov hauv qab no yog cov tuam txhab fiber optic hauv tsev uas tau lees paub tam sim no thiab lawv qhov chaw zoo:

Tuam Tshoj Lub Tebchaws Fiber Optic Qib Ib (Kev Lag Luam Tag Nrho + Kev Ua Thawj Coj Hauv Kev Siv Tshuab):

1/ YOFC (Yangtze Optical Fiber thiab Cable) — YOFC Fiber
Qeb #1 thoob ntiaj teb hauv kev lag luam rau 9 xyoo sib law liag; khav txog a100% tus nqi txaus rau kev kho qhov muag preformsthiab tau paub txog peb txoj kev tsim khoom tseem ceeb: PCVD, OVD, thiab VAD.
Ua tus thawj coj hauv cov khoom lag luam siab: Nws cov G.654.E ultra-low-attenuation fiber thiab hollow-core fiber (nrog attenuation qis li 0.05 dB / km) twb tau nkag mus rau hauv kev tsim khoom lag luam.
Nws cov neeg siv khoom muaj ntau tshaj 100 lub tebchaws thoob ntiaj teb, nrog rau cov nyiaj tau los txawv teb chaws suav txog ntau dua 40% ntawm nws cov nyiaj tau los tag nrho.

2/ HTGD (Hengtong Optic-Electric) — Hengtong Fiber
Ib tug thawj coj ob qho tib si hauv fiber optics thiab submarine cables **;tswj hwm tus nqi preform self-sufficiency ntawm ntau tshaj 90%thiab ua haujlwm rau thawj lub "Lighthouse Factory" hauv kev lag luam sib txuas lus optical thoob ntiaj teb.
Ua tus thawj coj hauv kev tsim cov khoom siv preform ntsuab hauv tebchaws**; nws cov thev naus laus zis fiber ntau-core, ob peb hom, thiab hollow-core yog nyob rau ntawm qhov kev txiav txim siab thoob ntiaj teb.
Tuav lub ntiaj teb kev lag luam feem ntau ntawm ntau dua 20% hauv cov cables hauv qab dej thiab tau ua ntau dua 100 qhov project sib txuas lus hauv hiav txwv loj.

3/ ZTT (Zhongtian Technology) — ZTT Fiber
Ib tug thawj coj hauv tsev hauv cov fibers tshwj xeeb **, tuav feem ntawm kev ua lag luam ntawm 30% -40%; tau ua tiav txo qhov attenuation ntawm anti-resonant hollow-core fibers los ntawm yuav luag 40%.
Tau tsim kom muaj kev lag luam dav dav, txij thaum pib mus txog thaum kawg uas suav nrog "preforms—fibers—cables—optical modules—equipment."
Koom tes nrog kev muab cov cables ultra-low-attenuation rau "Eastern Data, Western Computing" thiab AI data centers.

4/ FiberHome (FiberHome Telecommunication Technologies) — FiberHome Fiber
Ib lub tuam txhab "National Team" nyob rau hauv lub xeev cov tswv cuab (ib lub tuam txhab ntawm China Information Communication Technologies Group);tswj hwm tus nqi preform self sufficiency ntawm kwv yees li 85%.
Ua kom muaj kev vam meej sai hauv kev lag luam ntawm cov thev naus laus zis fiber hollow-core, lub hom phiaj yog teeb tsa cov ntaub ntawv thoob ntiaj teb los ntawm 2025 nrog lub peev xwm ib leeg fiber ntau dua 100 Tb / s thoob plaws C + L bands.

Tswj kev sib raug zoo nrog peb lub tuam txhab loj hauv Suav teb thiab cov haujlwm tseem ceeb hauv tebchaws "New Infrastructure".
Plaub lub tuam txhab no tau raug xa mus rau hauv kev lag luam raws li "Plaub Lub Tuam Txhab Loj ntawm Fiber Optics," thiab lawv ua ke nyob hauv **thoob ntiaj teb thawj theem** hais txog **qhov zoo, thev naus laus zis, thiab peev xwm tsim khoom.

Lwm Cov Hom Phiaj Fiber Optic Zoo Hauv Tebchaws (Cov Thawj Coj Hauv Niche Segments):

Tongding Interconnection: Ib lub tuam txhab tseem ceeb hauv kev muab khoom siv hauv nruab nrab ntawm cov neeg nqa khoom, tuav feem ntau ntawm kev lag luam hauv cov xov hluav taws xob tshwj xeeb (tau txais 18.85% feem hauv China Mobile's 2026 kev sib tw yuav khoom).

Yongding Shares: Muaj ib qho kev tsim qauv puv ntoob, puv ntoob thoob plaws thaj tsam Yangtze River Delta, siv kev sib koom tes ntawm cov fiber optics thiab cov khoom siv kho qhov muag.

Tefa Cov Ntaub Ntawv (CDGI): Ib lub tuam txhab tseem ceeb ntawm kev txhawb nqa cov khoom siv rau kev suav lub zog hauv South China, tuav lub lag luam ua lag luam hauv cov khoom siv MPO siab rau AI cov chaw khaws ntaub ntawv.

Futong Group: Ib qho ntawm cov koom haum tseem ceeb uas muaj lub luag haujlwm tsim cov qauv kev siv tshuab rau cov khoom siv fiber ntau optical.