6G与卫星互联网行业点评：从6G发展大会看万物互联到“亿智互联”

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector compared to the overall market performance [11]. Core Insights - The 6G development is expanding from the 5G concept of "Internet of Everything" to "Intelligent Connectivity" with diverse network paths and significant challenges in standard formulation due to varying operator strategies across regions [3]. - Key technologies for 6G have been preliminarily established, focusing on application-driven commercial viability, emphasizing the need for innovative terminal designs that are user-centric and adaptable to environments [3]. - The integration of satellite communication with terrestrial networks is crucial for achieving global coverage and seamless connectivity, with companies actively planning satellite constellations for future deployment [4]. Summary by Sections 6G Development Trends - The transition from 5G to 6G involves a shift towards intelligent agents as the driving force, necessitating advanced technology and practical business models [3]. - The focus is on developing terminal devices that leverage 6G capabilities, requiring significant investment in design and application [3]. Satellite Communication - The 6G wireless access network aims for global coverage through the integration of ground and non-ground networks, utilizing satellite communication [4]. - Companies like "Yuanxin" are planning extensive satellite constellations, with significant launches scheduled for the coming years [4]. Key Industry Players - Major operators include China Telecom, China Mobile, China Unicom, and China Satcom, while core suppliers for satellite internet include Shanghai Hanxun and Qianzhao Optoelectronics [4].