The inaugural Pre-6G trial network has officially commenced operations in Nanjing, marking a significant advancement from key technology verification to system capability validation. This network integrates 6G innovative technologies into existing 5G infrastructure, delivering features such as high bandwidth, extensive long-distance coverage, low-latency determinism, and AI-native integration, with performance capabilities reportedly reaching up to 10 times that of 5G. Currently, the trial is conducting systematic validation across various fields including low-altitude inspection, industrial manufacturing, embodied AI, and holographic communication.
Concurrently, a Nanjing 6G future industry fund cluster with a total scale of 33.12 billion yuan was unveiled. This fund is strategically focused on core areas such as breakthroughs in 6G core technologies, cultivation of high-quality enterprises, integrated scenario applications, and the attraction and development of high-end talent, providing comprehensive support for Nanjing's ambition to become a "6G City."
According to research from the China Academy of Information and Communications Technology (CAICT), 6G development in China is currently at a critical juncture, characterized by clear vision and requirements, initial successes in technological breakthroughs, and the comprehensive initiation of standardization efforts. Commercial application of 6G is anticipated to commence around 2030, with large-scale commercial deployment expected by 2035, potentially fostering a trillion-yuan market for 6G industries and applications. The Global System for Mobile Communications Association (GSMA) forecasts that by 2040, 6G connections could exceed 5 billion, accounting for half of all global mobile connections.
Huaxin Securities analysis suggests that the 6G industry is accelerating, with a clear commercialization timeline, indicating the sector is entering a rapid development phase. The 6G industry chain encompasses multiple segments including chips, equipment, network construction, and terminals. Leading enterprises with core technologies and patent advantages are poised to benefit early from the industry's growth.
Relevant concept stocks include: ZTE (00763): The company has established a "2+4" key technology layout in the 6G domain, focusing on two major technological high grounds—integrated space-air-ground communications and the fusion of communications with AI—alongside four evolutionary technologies. ZTE has participated in the IMT-2030 (6G) Promotion Group tests for four consecutive years, maintaining leading test quality, and has developed over 30 key technologies and more than 10 core innovations in the 6G field. CHINA UNICOM (00762): The company is proactively planning for integrated space-air-ground communications and low-altitude intelligent networks. It has obtained a satellite mobile communication business operating license, and its "Unicom Satellite" service is facilitating the accelerated implementation of integrated satellite-terrestrial networks.