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A share: 6G concept "soaring", these 6 leading main heavy positions, or the birth of the next AVIC measurement?

author:Suhe Finance

What is 6G

6G, the sixth generation of mobile communication standards, is a conceptual wireless network mobile communication technology, first proposed in 2018. It is reported that the download speed of 6G can reach 1TB per second, which is 100 times faster than 5G transmission speed. In addition, 6G can also reduce network latency from milliseconds to microseconds.

Some people say that 5G is already fast, why do we need 6G? In fact, the emergence of 6G is different from 5G to a certain extent, and 6G is committed to solving the problem of geographical limitations such as sea, land, air and sky coverage. On the mainland, more than 80 percent of the land and 95 percent of the ocean are not covered by mobile networks. With 6G communication, through the integration of communication, computing, perception, intelligence, etc., the establishment of air, space, earth and sea ubiquitous mobile communication network, can achieve global ubiquitous coverage of high-speed broadband communication, so that human beings into the ubiquitous intelligent information society.

A share: 6G concept "soaring", these 6 leading main heavy positions, or the birth of the next AVIC measurement?

The difference between 6G and 5G:

The main difference between 6G and 5G is greater range and greater network capabilities. The technical architecture of 5G, from ground access to space, space, and sea ubiquitous access, is one of the important changes of 6G compared with 5G. The overall network architecture needs to support multiple access modes of space-based, space-based, and ground-based, fixed, mobile, and satellite connections, and multiple service types of individuals, families, and industries, and realize multi-access, multi-connection, and multi-service integration on the network side.

There is room for 6G development

6G communication will be the support for the expansion of the digital economy, because the scenario applications of all walks of life in the context of the digital economy cannot be separated from the technical support of 6G. With the comprehensive development of the digital economy, whether it is computing power, digital center, digital twin, artificial intelligence, VR/AR, humanoid robot, telemedicine, elderly care service, quantum technology, automatic production, logistics management and other industry applications, must be built in the background of 6G communication.

In January this year, the Ministry of Industry and Information Technology also stressed at the meeting: accelerate the development of the information and communication industry. Introduce policies and measures to promote the coordinated development of new information infrastructure construction, accelerate the construction of 5G and gigabit optical networks, and comprehensively promote the research and development of 6G technology.

Market participants said that the next 3-5 years is expected to become the window period of 6G potential key technologies, which is the key to seizing the commanding heights of technology in the field of communications and cultivating the industrial foundation, and related enterprises are expected to welcome new development opportunities.

A share: 6G concept "soaring", these 6 leading main heavy positions, or the birth of the next AVIC measurement?

So, which stocks of the 6G concept will be favored by funds and become the darling of the market next week? Below I have sorted out 6 related companies after review, let's take a look together!

Hengtong Optoelectronics

Core concept: 6G concept + UHV + wind power

In the field of communication, Hengtong has the world's leading optical fiber communication (optical rod-optical fiber-optical cable-optical device-optical network and ocean optical network) and quantum secure communication industry chain and independent core technology, providing optical fiber optical network, quantum secure communication, 5G communication technology and terahertz communication technology system solutions and design-construction-operation and maintenance as one of the engineering general contracting services. Hengtong has participated in national key projects such as the Hong Kong-Zhuhai-Macao Bridge and the construction of China's High Altitude Cosmic Ray Observatory (LHAASO).

Walt shares

Core concept: 6G concept + photovoltaic concept + Huawei concept

The company has participated in the customer's 6G project pre-research and development work, the main goal is to meet the customer's high-frequency communication and precision component requirements.

A share: 6G concept "soaring", these 6 leading main heavy positions, or the birth of the next AVIC measurement?

Chinese satellites

Core concept: satellite navigation + state-owned enterprise reform + military industry

The company is a listed platform under the Five Academy of Aerospace, specializing in the development of small satellites and microsatellites, satellite ground application system integration, terminal equipment manufacturing and satellite operation services, the company is currently the only satellite manufacturing company among listed companies, relying on professional subsidiaries, focusing on the construction of Beijing, Shenzhen and other industrial bases, and gradually forming a space industry development pattern supported by small satellites and microsatellites.

Guomai Technology

Core concept: digital economy + cloud computing + 5G + 6G concept

As a professional communication network technology service provider in China, the company continuously strengthens the reserve and research of next-generation communication technology, actively carries out research, tracking, research and development and personnel training of key technologies, and seizes the commanding heights of technology and talents.

A share: 6G concept "soaring", these 6 leading main heavy positions, or the birth of the next AVIC measurement?

ZTE

Core concept: domestic operating system + cloud computing + network security + 6G concept

The company has launched 6G key technology research and carried out exchanges and cooperation with industry peers. From the perspective of key technologies, there is a strong inheritance relationship between 6G and 5G, so the technical advantages formed by the company in 5G for a long time can largely continue to 6G.

The last one has the most potential:

A share: 6G concept "soaring", these 6 leading main heavy positions, or the birth of the next AVIC measurement?

Air-space-ground integration is an important feature of 6G networks. The company is carrying out the research and development of 5G + low-orbit satellite and 5G+ high-altitude UAV projects, has formed a prototype, and is carrying out ground joint debugging and joint testing. High prosperity track, the stock from the previous high adjusted down also fell 70%, the adjustment is relatively full, is currently in the main fund-raising stage, from the trading volume point of view the recent main force to increase positions obviously, pull up imminently. In order to avoid disturbing the layout of the main forces, I will not talk about it here. If you want to target friends, you may wish to come to the comment area to take a look!