According to Xinhuanetco.Ltd(603888) , the second “global 6G Technology Conference” will be held online on March 22. At this global 6G technology conference, the innovative ideas and latest achievements of 6G technology research and development will be displayed. Nearly 100 experts from universities and scientific research institutions, telecom operation enterprises, equipment manufacturers and other countries around the world exchanged and discussed topics such as 6G millimeter wave and terahertz technology, 6G vision and technical requirements, 6G spectrum sharing and coexistence technology, 6G network architecture and key technologies, 6G wireless network security architecture key, heaven earth integrated intelligent networking technology, 6G full scene on-demand service key technologies and so on.
According to the sponsor, in the future, 6G business will show new development trends such as immersion, intelligence and global, forming business applications such as immersive cloud XR, holographic communication, sensory interconnection, intelligent interaction, communication perception, Pratt & Whitney intelligence, digital twin and global coverage, which will eventually help human society realize the beautiful vision of “intelligent alliance of all things and digital twin”.
global industry starts 6G research
China’s forward-looking layout
China has always attached great importance to 6G development. The 14th five year plan for the development of digital economy released in January this year proposed that the sixth generation mobile communication (6g) network technology reserves should be prospectively laid out, 6G technology R & D support should be strengthened, and 6G international standardization should be actively promoted.
At present, 6G for commercial use in 2030 is still in the stage of vision demand research and concept formation, the technical direction and scheme of 6G are still being explored, and the global industry has started the research on 6G.
As early as June 6, 2021, the imt-2030 (6g) Promotion Group officially released the white paper “6G overall vision and potential key technologies”, looking forward to the realization of 6G commercial in 2030, and put forward eight business application scenarios and ten potential key technologies of 6G. The network performance will be greatly improved to help the digital transformation and upgrading of various industries.
The outbreak of metauniverse in 2021 will accelerate the landing and popularization of 6G, because the grand world of metauniverse requires not only smart devices such as XR, but also blockchain and NFT encryption protocols, all of which should take 6G as the infrastructure.
more than one concept stock retreated significantly
northbound capital increased 4 shares
According to the statistics of securities times · databao, at present, 19 A-share companies have begun to deploy 6G related technologies Gci Science & Technology Co.Ltd(002544) 3 said on the interactive platform on March 17 that at present, the company focuses on increasing the R & D investment of 5g products and solutions, actively tracks 6G key technologies and plans to layout 6G related industries.
Yaguang Technology Group Company Limited(300123) responded on the interactive platform on March 16 that “taking 5g / 6G RF front-end chip and optical communication chip as a breakthrough, accelerating the expansion of civil product chip design service” is one of the company’s development strategies. The company will pay close attention to its development and actively explore the correlation between relevant technologies.
Aoshikang Technology Co.Ltd(002913) 3 revealed on the interactive platform on March 9 that the company is currently communicating with customers on the requirements of next-generation communication technology, negotiating projects related to earth orbit satellite communication, developing and storing relevant technologies, and there is no formal business for the time being.
Jiayuan technology mentioned on the interactive platform on January 31 that the external interface of the company’s chip adopts general standardized design, supports cloud edge end three-level applications, supports call on-demand security services, and can meet the needs of 6G and 5g confidentiality in the future.
Hytera Communications Corporation Limited(002583) january 18 said on the interactive platform that as one of the members of imt-2030 (6g) promotion group, the company will continue to pay attention to the performance and development of 6G technology.
Recently, 6G concept stocks generally have a weak trend. As of the closing on March 18, concept stocks have fallen by an average of 9.08% since March, underperforming the Shanghai stock index in the same period. Compared with the high point in the year, Electric Connector Technology Co.Ltd(300679) , Jiayuan technology, Addsino Co.Ltd(000547) , Wenzhou Yihua Connector Co.Ltd(002897) , Huaxun Fangzhou Co.Ltd(000687) 5 shares retreated by more than 30%. According to the rough calculation of the average transaction price, since March, northbound capital has increased its holdings of Electric Connector Technology Co.Ltd(300679) , Addsino Co.Ltd(000547) , Gci Science & Technology Co.Ltd(002544) , Shenzhen Sunway Communication Co.Ltd(300136) 4 shares by more than one million shares, with an increase of less than 100 million yuan.
Calculated according to the lower limit of net profit of annual report, express report and advance notice, among 6G concept stocks, Kingsignal Technology Co.Ltd(300252) , Jiayuan technology, Aoshikang Technology Co.Ltd(002913) , Gci Science & Technology Co.Ltd(002544) , Hengtong Optic-Electric Co.Ltd(600487) , China United Network Communications Limited(600050) 2021 net profit growth exceeded 30% Kingsignal Technology Co.Ltd(300252) net profit has the highest growth rate. The company expects the net profit in 2021 to be 30 million yuan to 45 million yuan, turning losses into profits year-on-year.
