IPv6 Concept Stocks Get a Boost: High-Growth and Leveraged-Buying Picks Revealed

Industry
โดย 数据宝·Read original
Summary · why it matters

The Cyberspace Administration of China, together with four regional cyberspace administrations and five leading large-model enterprises, has launched a one-year special initiative to enhance IPv6 capabilities for AI large models, promoting full IPv6 support for generative AI applications. Industry estimates show that the domestic IPv6-related industry exceeded 80 billion yuan in 2025. The market for equipment room hardware upgrades and supporting solutions driven by the migration of government, enterprise, IDC, and computing centers to IPv6 single-stack exceeds 300 billion yuan, with deployment spanning 2026 to 2030. Among the 31 A-share IPv6 concept stocks, ZTE, Inspur Information, and Unisplendour all have market capitalizations exceeding 100 billion yuan. Institutions forecast that Inspur Information, Unisplendour, and FiberHome Technologies will all see net profit growth exceeding 30 percent this year and next. As of July 28, leveraged funds had net bought 643 million yuan of Unisplendour, 196 million yuan of Inspur Information, and 60 million yuan of Star-Net Ruijie.

Impact on stocks 6

Others▲ · 6 stocks
Unisplendour Corp Ltd
000938
▲ PositiveDemandrelevance

IPv6 upgrade drives demand for Unisplendour's IT infrastructure and solutions; also net bought by leveraged funds.

Fujian Star Net Communic Ltd
002396
▲ PositiveDemandrelevance

IPv6 special initiative and industry growth drive demand for network equipment, benefiting Star-Net Ruijie as an IPv6 concept stock.

ZTE Corp
000063
▲ PositiveDemandrelevance

IPv6 migration boosts demand for ZTE's networking equipment and solutions.

Theme Impact 4

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