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eSIM赛道火了,稀缺概念股名单出炉
Zheng Quan Shi Bao Wang·2025-08-07 01:05

Group 1 - The eSIM market is expected to continue expanding, with significant growth projected in both smartphone and IoT sectors [4][5] - Major telecom operators in China have restarted eSIM services, with China Unicom leading the way in resuming operations [3][4] - eSIM technology is transitioning from being exclusive to wearable devices to becoming a foundational digital technology, enhancing the digital economy [4][5] Group 2 - eSIM concept stocks have seen an average increase of 10.4% this week, with notable performers including Cheng Tian Wei Ye and Si Te Qi [2][3] - Cheng Tian Wei Ye reported a 30.47% increase in stock price, driven by growing demand for smart card applications in new fields [5][6] - Mei Ge Intelligent and Yi Yuan Communication are expected to report significant year-on-year profit growth, with Mei Ge projecting a net profit increase of 109.07% to 153.87% [6]