Hong Kong Stock Concept Tracking | China Completes Phase 1 of 6G Technology Trials, Drawing Renewed Attention to Major Telecom Operators (Including Concept Stocks)

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6小时前

China has successfully completed the first phase of 6G technology trials, accumulating over 300 key technological advancements, according to Zhang Yunming, Vice Minister of the Ministry of Industry and Information Technology (MIIT), at the 2025 6G Development Conference on November 13.

The 6G trials in China are structured into three phases: 1. **Key Technology Trials**: Identifying core 6G technical directions. 2. **Technical Solution Trials**: Developing 6G prototype devices for typical scenarios and performance metrics. 3. **System Networking Trials**: Testing pre-commercial 6G equipment and critical products.

Zhang highlighted China’s progress in 6G innovation, emphasizing a collaborative ecosystem involving over 100 domestic and international stakeholders under the IMT-2030 (6G) Promotion Group. This framework integrates R&D, testing, and iterative optimization.

As the next-generation communication standard, 6G is positioned as a "core driver of new productive forces," offering transformative improvements over 5G: - **Speed**: Targeting 100 Gbps peak rates. - **Latency**: Sub-1 millisecond for real-time applications like industrial automation. - **Connectivity**: Supporting 10–100 devices per square meter, enabling ubiquitous IoT integration.

China’s telecom industry, led by major operators, is pivotal in transitioning 6G from labs to markets. For instance: - **ZTE (00763)**: Holds over 20% of global 6G patents and leads in terahertz communication prototypes (1 Tbps speeds). - **CHINA MOBILE (00941)**: Filed 1,200+ 6G patents and achieved breakthroughs in AI-augmented 6G scenarios. - **CHINA TELECOM (00728)**: Pioneered 6G billing standards in 3GPP, addressing AI and satellite-integrated services. - **CHINA UNICOM (00762)**: Advances 6G via high-frequency communication labs and metasurface technology alliances.

Analysts note that 6G standardization is underway, with Open Source Securities projecting a 30-fold surge in connected devices by 2040. Infrastructure sectors like antennas, RF, and communication chips are poised for growth.

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