Ge Long Hui·2025-10-27 07:01Core Viewpoint - The A-share market saw a significant rise in 6G concept stocks, driven by the announcement of strategic emerging industries in China's 15th Five-Year Plan, which aims to create trillion-level markets in various sectors [1] Group 1: Market Performance - 6G concept stocks experienced widespread gains, with XW Communication and Yihua Co. rising over 6%, Shobead and Tianyin Machinery increasing over 5%, Saiwei Electronics up over 4%, and Pulit up over 3% [1] Group 2: Policy Implications - The Central Committee's announcement emphasizes the development of new pillar industries, accelerating the growth of strategic emerging industry clusters such as new energy, new materials, aerospace, and low-altitude economy, which are expected to generate multiple trillion-level markets [1] - The proposal also highlights the forward-looking layout of future industries, promoting quantum technology, biomanufacturing, hydrogen energy, nuclear fusion energy, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication as new economic growth points [1] - These industries are anticipated to gain momentum and potentially recreate a high-tech industry landscape in China over the next decade [1]