Group 1 - The core viewpoint is that the deployment of 5G-A base stations is driving significant growth in the upstream semiconductor chip, optical module, optical fiber, antenna, and RF device manufacturing sectors, leading to increased revenues and profits for related listed companies [1] - Companies such as Zhaoqin Technology reported a revenue of 125 million yuan, a year-on-year increase of 53.27%, and a net profit of 23 million yuan, up 55.48% [1] - Zhongji Xuchuang achieved a revenue of 6.674 billion yuan, a year-on-year increase of 37.82%, and a net profit of 1.583 billion yuan, up 56.83% [1] Group 2 - The China Communications Institute emphasizes that 5G-A is evolving as a new generation of information technology, enabling innovation in various application scenarios, including 3D video, XR, and smart cities [2] - The breakthrough of 5G-A technology is expected to support the automation and efficiency of traditional industries while providing a strong foundation for emerging technologies such as artificial intelligence and brain-machine interfaces [3] - Analysts predict that the low-altitude economy will accelerate its industrialization, with the market scale potentially exceeding 1 trillion yuan by 2035 [3]
5G-A商用全面落地 行业投资机遇凸显
Zhong Guo Zheng Quan Bao·2025-05-21 20:34