The Ministry of Industry and Information Technology has for the first time explicitly stated that it will launch 6G commercial use at an appropriate time, sending 6G concept stocks sharply higher. According to CCTV.com, the 15th Five-Year Plan for the development of the information and communications industry issued by the ministry proposes that by 2030 a new-generation communications network will be fully built, cumulative investment in information infrastructure will reach 3.8 trillion yuan, and quantitative targets will be set including deploying 500,000 new 5G-A base stations and reaching intelligent computing capacity of 9,800 EFLOPS. Today 6G concept stocks strengthened against the market, with Wuhan Fingu, Guomai Technologies, and China Circuit Technology among stocks hitting their daily limit up, and China Circuit Technology sealing its limit up in about one minute. China Galaxy Securities recommends focusing on three main investment lines: telecom operators, main equipment vendors, and integrated space-air-ground networks. According to statistics from Securities Times Data Treasure, there are 36 6G concept stocks in the A-share market, of which 15 are expected to see net profit growth exceeding 30 percent both this year and next, and companies such as Suzhou TFC Optical Communication, T&S Communications, Haige Communications, and CIG Shanghai are expected to see growth exceeding 50 percent.
Guomai Technologies Inc
Wuhan Fingu Electronic Technology Co Ltd
Guangzhou Haige Communications Group Incorporated Co
Huizhou China Eagle Electronic Technology Co Ltd
Suzhou TFC Optical Communication Co Ltd
T&S Communications Co Ltd
CIG ShangHai Co Ltd Class A