China's optical transmission equipment industry
2026-11-05 15:49:29
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The deep integration of China's optical transmission equipment industry and the
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The deep integration of China's optical transmission equipment industry and the new energy industry has formed a new paradigm of coordinated development of "optical storage end communication". At the technical level, companies such as Huawei and ZTE have built a "perception transmission control" closed-loop for new energy power plants through 400G/800G high-speed optical transmission systems, achieving millisecond level power scheduling and PR value intelligent optimization for GW level photovoltaic arrays and grid type energy storage, supporting the transition of new energy from "following the grid" to "supporting the grid". The deep sea dynamic cable system independently developed by Hengtong Optoelectronics breaks through the limitations of high salt spray and strong fatigue environments, providing dual channel transmission of power and data for floating wind power and offshore hydrogen production platforms, achieving the integration of "dynamic compliance+stable transmission". Zhongtian Technology, FiberHome Communications, and others have extended their optical communication capabilities to smart microgrids and distributed photovoltaics, deploying AIoT optical transceivers to achieve real-time device status feedback and fault self-healing, and improving operation and maintenance efficiency by over 60%. The national "Guiding Opinions on the Development of Energy Electronics Industry" clearly lists optical communication as the core support of the new power system. By 2025, the penetration rate of optical transmission equipment in the new energy field will exceed 35%, and the annual compound growth rate will exceed 40%. Optical communication is upgrading from an "information pipeline" to an "energy nerve", driving the zero carbon energy system to achieve full chain digitization and intelligent control.
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shanghai caite international trade co.,ltd
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