Xin Hua Wang·2025-08-12 05:38Group 1 - The Chinese government has officially included 6G technology in its future industry cultivation framework, indicating its strategic importance alongside other technologies like biomanufacturing and quantum technology [2] - By 2040, the number of 6G terminal connections is expected to increase by over 30 times compared to 2022, with monthly data traffic projected to grow by over 130 times, leading to a market potential of hundreds of billions of terminal connections and trillions of GB in monthly traffic [4][2] Group 2 - The Ministry of Industry and Information Technology has emphasized the acceleration of 6G research and development, aiming to enhance the quality of the information and communication industry and promote industrial internet innovation [2] - The 6G standardization process is set to begin in June 2025, with the first version of the technical specifications expected to be completed by March 2029 [3] - China has maintained a leading position in 6G patent applications, with 89.9% of these being invention applications, showcasing its strength in 6G innovation [3] Group 3 - Several companies are proactively engaging in 6G-related research and development, with ZTE successfully completing tests in areas such as communication perception integration and wireless artificial intelligence [5] - Companies like Sunlord Electronics and Shenglu Communication are also involved in foundational research for 6G technology, focusing on various communication components and network integration strategies [5] - Wanma Co. has indicated its commitment to closely follow the developments in 6G technology and its applications [6] Group 4 - Among the 6G concept stocks, 15 companies are projected to achieve profitability in 2024, with some experiencing significant year-on-year profit growth [6] - Yiyuan Communication is expected to report a net profit of approximately 540 million yuan in 2024, reflecting a year-on-year increase of about 495.33%, driven by the recovery in the IoT market [6] - Major companies like China Mobile are actively involved in 6G research and are focusing on standard formulation and related work to prepare for future developments [6]