Recently, China Mobile headquarters launched the bidding for the centralized procurement project of ribbon optical cable products from 2024 to 2026.
The products for centralized procurement in this period are non-skeleton ribbon optical cables and skeleton ribbon optical cables. Among them, non-skeleton ribbon optical cables are 35,000 kilometers long, equivalent to 7,016,800 core kilometers; skeleton ribbon optical cables are 16,600 kilometers long, equivalent to 2,626,500 core kilometers. The bidding content is the optical fiber and cable processing part in the optical cable. This bidding is an estimated scale, and the actual procurement volume is subject to the procurement contract.
The project adopts mixed bidding and is divided into two packages. Package 1 is non-skeleton ribbon optical cable, and the maximum price excluding tax is RMB 298,478,387.92; Package 2 is skeleton ribbon optical cable, and the maximum price excluding tax is RMB 144,496,900.33. Among them:
Package 1: 7016788 core kilometers of non-skeleton ribbon optical cable; Package 2: 2626516 core kilometers of skeleton ribbon optical cable.
In terms of the number of winning bids and the allocation share, the number of winning bidders for Package 1 is 9 to 10, and the number of winning bidders for Package 2 is 2 to 3. The allocation share is as follows:
Package 1: If 9 manufacturers win the bid, the winning shares are: 17.07%, 14.63%, 13.41%, 12.20%, 10.98%, 9.76%, 8.54%, 7.32%, 6.09%. If 10 manufacturers win the bid, the winning shares are: 15.63%, 13.54%, 12.50%, 11.46%, 10.42%, 9.38%, 8.33%, 7.29%, 6.25%, 5.20%.
Package 2: If two manufacturers win the bid, the winning shares will be 70.00% and 30.00% respectively. If three manufacturers win the bid, the winning shares will be 50.00%, 27.00% and 23.00% respectively.
It can be seen from the official website of China Mobile that this year China Mobile conducted three regular supplier information verifications in April, May and July respectively for this ribbon cable procurement. From the rather "strict" verification content, it can also be found that China Mobile attaches great importance to this ribbon cable procurement, especially in terms of product quality. In addition, the optical cable market has experienced some turbulence this year. Under the condition that the winning share remains unchanged from previous years, the winning situation may change to a certain extent.
But at the same time, it can also be seen from the ribbon cable procurement volume of China Mobile in recent years that since the single item of non-skeleton ribbon optical cable procurement of more than 12 million core kilometers in 2017, the scale of ribbon cable procurement has been declining every year-for example, this year the total of two types of ribbon cables is less than 10 million core kilometers. As a large-core optical cable, the demand for ribbon cable mainly comes from large cities with high population density, and the production efficiency is relatively low. In fact, with the construction of my country's network communication infrastructure, especially the rapid development of 5G in recent years, the current construction goals have been basically completed, which directly or indirectly led to the shrinking demand for ribbon cable.
But in any case, this nearly 10 million core kilometers of ribbon cable procurement has brought a certain amount of market demand and hope to the industry. In short, for this mobile ribbon cable procurement, cable companies are more likely to keep a calm mind, compete rationally, bid reasonably, and wait for the results.