据行业媒体C114通信网8月26日报道，据知情人士消息，工信部即将向数家公司发放我国第二批毫米波 专网频率许可牌照，年内预计会有更多企业获得频率许可，将会涵盖港头、制造业、电网等多个垂直领 域。 公司方面，据上市公司互动平台表示， 电连技术：公司软板产品专注于软硬结合板及LCP组件， 主要以消费电子可穿戴及国内外5G毫米波需 求客户为主。 信维通信：公司拥有深圳市5G毫米波天线技术工程实验室，测试能力达到国际领先水平。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 据悉，这次频谱的发放，是继2022年中国商飞就被授予了5.925GHz和24.75GHz两段专用频率之后的第 二次公开授权。值得注意的是，这批频谱获批单位除了大型国有企业之外，也有民营企业，而且是首家 将26GHz毫米波5G专网应用到实际生产过程中的企业。 业内人士指出，这次频谱的发放，预示着国内毫米波5G产业链已经成熟，并将启动一轮行业企业主导 的毫米波5G频谱创新浪潮。 未来移动通信论坛指出，5G毫米波频谱参考3GPP协议在24.25GHz到52.6GHz之间，是5G-A时代的关键 频谱。相较于传统的5G中低 ...

Group 1 - The 5.5G concept is gaining traction, with companies like Wuhan Fangu and Shobei De seeing significant stock price increases due to their involvement in 5.5G technology and products [1] - Wuhan Fangu's products, such as multi-frequency multi-channel filters, are already being applied in 5.5G systems, leading to a stock price increase of 10.04% [1] - Shobei De has turned profitable and its antenna products are applicable in 5.5G networks, with a stock price rise of 7.68% [1] Group 2 - Recent reports indicate that users in Beijing are experiencing 5G-A signals, which are ten times faster than 5G, with testing networks deployed across 31 provinces in China [2] - Major telecom operators in China are investing heavily in 5G-A, with China Mobile planning to invest nearly 10 billion yuan to expand AI applications in wireless networks [3] - China Telecom and China Unicom are also pushing for 5G-A applications across various industries and key urban areas [3] Group 3 - During the 14th Five-Year Plan, China's 5G-A user base is expected to approach 1.3 billion, accounting for over 50% of the global total, enhancing digital transformation across industries [4] - 5G-A is seen as a significant upgrade to 5G, improving communication speed, connection density, latency, and positioning accuracy, paving the way for 6G technology [5] - The demand for dielectric waveguide filters is expected to rise due to their advantages in size, weight, and cost, benefiting the production of key components like antennas and filters [5] Group 4 - There is potential market growth in areas such as RedCap modules, integrated sensing, satellite communications, and XR, indicating a release of market space [6]