Twelve departments issued the "5G Large-Scale Application 'Set Sail' Action Upgrade Plan"; the industry chain is expected to welcome new opportunities.

12 ministries including the Ministry of Industry and Information Technology issued the "5G Large-scale Application 'Sailing' Action Upgrade Plan", aiming to achieve large-scale application of 5G by the end of 2027. Galaxy Securities believes that the focus on 5.5G is gradually increasing, with new application scenarios driving the base station industry chain, and key links such as antennas, filters, power amplifiers, and PCBs are expected to usher in new opportunities.

cls.cnNov 26 07:58

Minsheng Securities: Qianfan Constellation network deployment is accelerating, with an increasing demand for going overseas gradually emerging.

The construction of satellite internet is imperative, and china's Starlink is gradually emerging.

Zhitong FinanceNov 25 20:55

Tongyu Communication Inc. (002792.SZ): In terms of the 5G-A business, the company has now developed the integrated air-to-ground green antenna for 5G-A.

On November 25, Gelonghui reported that tongyu communication inc. (002792.SZ) stated in investor relations that the company will focus on traditional main business, satellite communication business, and 5G-A business, aiming for steady growth. In terms of traditional main business, in the domestic market, segmented areas such as green antennas, beautified antennas, and customized venue antennas are expected to be growth highlights, as this segment has a high gross margin. In the overseas market, the company has established new offices and expanded to countries such as Indonesia and Vietnam, while increasing efforts to develop high-end customer markets, especially in europe and south america, where decent market performance is anticipated.

Gelonghui FinanceNov 25 20:47

tongyu communication inc. (002792.SZ): Currently, the company's satellite communication products have formed three major categories, including ground station terminals, satellite communication payloads, and satellite communication terminals.

Gelonghui November 25th | tongyu communication inc. (002792.SZ) stated in investor relations that, relying on the company's technological advantages in microwave and millimeter wave, after years of research and development, the company's satellite communication products have now formed three major categories including ground station terminals, satellite communication payloads, and satellite communication terminals. Among them, satellite communication payload products mainly consist of satellite active phased array antennas, and satellite communication terminals mainly consist of mobile satellite antennas, such as shipborne satellite antennas and vehicle-mounted satellite antennas. Next, the company will closely follow the development trends in the satellite communication industry, relying on its technological advantages in microwave and millimeter wave, and continue to increase investment in satellite communication.

Gelonghui FinanceNov 25 20:45

A-shares CPO concept stocks declined, tongyu communication inc. fell nearly 8%.

On November 25, Gelonghui reported that tongyu communication inc. fell nearly 8%, cig shanghai fell nearly 6%, zhongji innolight fell over 4%, eoptolink technology inc., suzhou tfc optical communication, and t&s communications fell over 3%.

Gelonghui FinanceNov 25 09:51

China Galaxy Securities: The 2024 Global 6G Development Conference accelerates 6G development, bullish on the development of the 6G hardware industry chain.

6G bandwidth is expected to reach over 100 times that of 5G, with frequency bands possibly increasing to the terahertz level (TeraHertz, THz). In June 2023, ITU-R WP5D clearly defined six major applications of 6G: immersive communication, ultra-reliable low-latency communication, massive communication, ubiquitous connectivity, integrated sensing, and integrated intelligence computing.

Zhitong FinanceNov 14 16:10