Xin Lang Cai Jing·2025-12-15 23:12Core Viewpoint - China Mobile officially released the "China Mobile 6G Transmission Technology White Paper" and the "China Mobile 6G Transmission System Prototype 1.0" at the 2025 China Information and Communication Conference, indicating a significant step towards 6G technology development [1] Group 1: Market Performance - There are 34 6G concept stocks in the A-share market, which have seen an average increase of 8.15% since December [1] - Notable performers include Zhenlei Technology, Tongyu Communication, and Zhenyou Technology, with cumulative increases of 61.18%, 34.61%, and 33.65% respectively [1] Group 2: R&D Investment - Eight 6G concept stocks have R&D expenses exceeding 10% of their operating income in the first three quarters of this year [1] - Leading companies in R&D investment include Zhenlei Technology, Zhenyou Technology, and Haige Communication, with R&D expense ratios of 32.12%, 23.81%, and 21.85% respectively [1] Group 3: Institutional Attention - Since the second half of the year, 6G concept stocks have attracted significant institutional attention, with 12 stocks receiving research from 10 or more institutions [1] - The companies with the highest number of institutional research engagements are Yiyuan Communication, Tongyu Communication, and Jingwang Electronics, with 267, 191, and 98 institutions respectively [1]