Core Viewpoint - The 6G concept sector in the A-share market experienced significant movement due to international collaboration news, particularly NVIDIA's $1 billion investment in Nokia to accelerate AI-RAN innovation and facilitate the transition from 5G to 6G [1]. Group 1: Market Movement - On October 29, the 6G concept sector saw a surge, with Benchuan Intelligent (300964) hitting the daily limit up by 20%, closing at 55.21 CNY per share, with a price-to-earnings ratio of 96.77 and a total market capitalization of 4.268 billion CNY [1]. - Other stocks in the sector, such as Xinke Mobile, Dongcai Technology, and Hengtong Optoelectronics, also experienced gains, with some rising over 5% [1]. Group 2: Company Profile - Benchuan Intelligent has a strong foundation in high-frequency and high-speed PCB technology, positioning itself as a key player in 6G infrastructure development. The company was established in 2005 and went public on the Shenzhen Stock Exchange's Growth Enterprise Market in 2021, recognized as a national-level "specialized and innovative" small giant enterprise [1]. - The company's technological development began in the 3G era, focusing on PCB for base station antennas, achieving significant breakthroughs in the 5G era. Its self-developed "mid-high frequency multilayer boards for 5G base station antennas" have addressed technical challenges such as signal transmission loss and high-frequency bonding, maintaining a top-three market share domestically and becoming a core supplier for major equipment manufacturers like Huawei, Ericsson, and ZTE [3]. - By 2025, the company aims to achieve large-scale production capabilities for 5G-A (5.5G) products and is collaborating with clients to advance 6G prototype validation [3].