北交所科技新产业跟踪第三十七期：中国公司首次领头通信技术制定，北交所5G&6G通信产业链再梳理

Group 1 - Chinese companies take the lead in communication technology standardization, leading the global 6G standardization efforts, marking a shift from previous dominance by the US in 4G and Europe in 5G [7][20][23] - As of Q2 2024, the total number of global 5G base stations reached 5.94 million, a year-on-year increase of 32.6%, with East Asia (China, Japan, South Korea) having the largest construction scale [11][12] - By the end of Q2 2024, global 5G users surpassed 1.87 billion, with China accounting for 927 million users, representing 49.6% of the global total [14][15] Group 2 - The overall stock price of 141 companies in the North Exchange technology sector increased, with a median change of +13.49% from September 23 to September 27, 2024 [27][28] - The median price-to-earnings (P/E) ratio of these companies rose from 17.5X to 20.2X, and the total market capitalization increased from 140.89 billion to 164.01 billion [30][31] - The top five companies with the highest stock price increases during this period were Huaxin Yongdao (+88.43%), Jun Chuang Technology (+44.69%), and Ai Rong Software (+44.44%) [32] Group 3 - The median P/E ratio for the four major industries collectively increased, with the information industry rising by 15% to 23.5X [33][38] - In the smart manufacturing sector, the median P/E ratio increased from 16.5X to 18.4X, with notable stock price increases for Lian Cheng CNC (+32.00%) and Ding Zhi Technology (+22.21%) [33][36] - The electronic industry saw its median P/E ratio rise from 21.8X to 24.2X, with significant gains for Shuguang Shuchuang (+33.06%) and Silane Technology (+20.61%) [35][36] Group 4 - Guangmai Technology signed a computing power service procurement contract with China Unicom, amounting to 88.128 million yuan [39][41] - Fujida announced the publication of a revised international standard for coaxial communication cables, enhancing the testing methods for attenuation constants [41][42] - The report identifies five companies related to the 5G and 6G communication and satellite internet industries, including Chuangyuan Xinke, Guangmai Technology, and Lierda [25][26]