通信行业点评报告：2024全球6G发展大会开幕，6G发展提速

Investment Rating - The report maintains a "Neutral" rating for the communication industry, indicating a relative performance within -5% to 10% compared to the benchmark index [3]. Core Insights - The 2024 Global 6G Development Conference was successfully held in Shanghai, marking a significant acceleration in the development of 6G technology, which promises higher transmission rates and lower latency, along with new scenarios such as the integration of communication and sensing, and communication with artificial intelligence [1][2]. - Key features of 6G include integration with terrestrial and satellite systems and enhanced artificial intelligence capabilities. The expected bandwidth for 6G is projected to exceed 100 times that of 5G, with frequency bands potentially reaching the terahertz level [1]. - The report highlights six major application scenarios for 6G, including immersive communication, ultra-reliable low-latency communication, massive communication, ubiquitous connectivity, integrated sensing, and integrated intelligent computing, which represent an expansion and enhancement of 5G capabilities [1]. Summary by Sections 6G Development and Trends - The 6G technology is gradually gaining attention, with significant breakthroughs in hardware and infrastructure development led by the three major telecom operators [2]. - The report suggests focusing on the hardware supply chain for 6G, including antennas, filters, and power amplifiers, as well as companies involved in satellite internet and IoT applications [2]. Investment Opportunities - Recommended companies for investment include major telecom operators such as China Mobile, China Unicom, and China Telecom, as well as technology firms like ZTE and China Information Communication Technologies [2]. - Specific growth targets include companies involved in base station antennas, ceramic resonators, silicon photonics, and satellite internet terminals, indicating a broad spectrum of investment opportunities within the 6G ecosystem [2].