It is reported that the 2023 Global 6G Technology Conference will be held from March 22 to 24, 2023, under the guidance of the National 6G Technology Research and Development Promotion Working Group and the General Expert Group, and hosted by the Future Mobile Communications Forum and Purple Mountain Laboratory. The conference will introduce the latest scientific research results and release several white papers on 6G technology.
Affected by this, domestic positive news about 6G technology continues to be released, and the concept of 6G continues to be active in the secondary market, and has become a focus topic of concern to investors. Fund companies, brokerages, insurance companies and many other institutions have repeatedly criticized popular concept stocks. Conduct research. The organization generally believes that the important development direction of 6G communication is to build a ground communication network, a satellite communication network and a deep sea ocean network to integrate the global connection of air, space, sea and land integration, and the satellite Internet industry chain will usher in opportunities.
Favorable policies for 6G technology come out frequently
6G is the sixth-generation mobile communication standard, also known as the sixth-generation mobile communication technology. According to the "6G Typical Scenarios and Key Capabilities White Paper" released by the IMT-2030 Promotion Group in July 2022, 6G will be interspersed with information technologies such as artificial intelligence, big data, and advanced computing to achieve deep coupling between communication, perception, computing, and control .
The global 6G skills competition has begun. my country has already laid out 6G technology a long time ago, and the Ministry of Industry and Information Technology led the establishment of the IMT-2030 (6G) Promotion Group to systematically promote 6G requirements, technologies, standards, and international cooperation.
Since the beginning of this year, good news in the 6G field has continued to be released. At the beginning of the year, the Ministry of Industry and Information Technology issued the "Notice on the Adjustment of the Frequency Utilization Planning of the Microwave Communication System and Matters Concerning Radio Management". Retain spectrum resources; at the press conference held by the State Council Information Office on March 1, the Ministry of Industry and Information Technology proposed to comprehensively promote the development of 6G technology; on March 5, Minister Jin Zhuanglong of the Ministry of Industry and Information Technology once again emphasized that my country will give full play to the advantages of a large-scale market and a complete industrial system , Concentrate efforts on production, education, research and application, strengthen international cooperation, and accelerate the development of 6G.
The market space brought by 6G is huge. According to the forecast of the my country Academy of Information and Communications Technology, by 2040, the number of 6G terminal connections will increase by more than 30 times compared with 2022, and the average monthly traffic will increase by more than 130 times, which will eventually bring "hundred billion-level terminal connections and trillion-level GB monthly" to 6G. Average traffic" broad market development space. The research organization Market Research Future estimates that the global 6G market will exceed US$340 billion in 2040, with a compound annual growth rate of 58.1%. The organization believes that my country will be one of the largest 6G markets in the world.
In the secondary market, the 6G concept has continued to be active since the beginning of the year. According to Flush data, as of the press release on March 15, the 6G concept sector has increased by more than 8% since this year. In terms of individual stocks, among the 33 concept stocks in the sector, 29 have a cumulative increase (non-reinstatement) of more than 10% during the year, accounting for nearly 90%. Among them, more than a dozen individual stocks rose by more than 40%, Benchuan Smart and my country Satellite Communications both rose by more than 100%, and my country Telecom rose by more than 70%.
A number of listed companies are laying out the 6G track
In the A-share market, many listed companies have already deployed in advance on the 6G track.
In terms of industry leaders, the three major communication operators have already carried out pre-research and storage of 6G-related technologies in advance. my country Mobile has started comprehensive research on 6G very early on. Previously, the company's 6 achievements including key technologies of 6G intelligent network were also selected into the 2022 "Science and Technology Innovation my country" series list. my country Telecom proposed the P-RAN network architecture in the "6G Vision and Technology White Paper" released at the end of December 2022, saying that this is one of the important development directions of the company's 6G scientific research. my country Unicom also previously stated that in the future, the company will cooperate with relevant parties in the industrial chain to better promote 6G technology research, standardization and industrial chain development, laying a solid technical foundation for my country's 6G continued leadership.
Recently, many companies have also disclosed their company's layout and development in 6G on investor interaction platforms such as Shanghai Stock Exchange e-Interaction and Interactive Easy.
On March 15, Shenglu Communications stated that in terms of 6G technology, the company has been actively deploying 6G technology based on the ground network and extending the space network in accordance with the idea of "space-based networking, ground network cross-generation, and heaven and earth interconnection". Research and development work, research related technologies and products covering comprehensive information networks covering space, air, land, and ocean. At present, related millimeter wave technologies have applied for patents. On March 4, the company released a fixed increase plan, planning to raise 700 million yuan to invest in the development and production center construction project of new microwave and millimeter wave component systems.
Previously, on March 13, Zhongtian Technology stated that the company paid close attention to 6G-related technologies, insisted on research and development in multiple directions and had relevant technology reserves. On the same day, MMS also stated that the company is currently actively paying attention to the development and application prospects of 6G networks, and has carried out forward-looking research in this field.
On March 7, Hytera also stated that 6G and satellite communication technologies are important technical support for the realization of the national "six-in-one" communication goal. In terms of satellite communication, the company actively participates in the development and industrialization of low-orbit satellite-related terminal products. The combination of 5G communication and broadband low-orbit satellite communication technology advantages has been completed, and technical research has been carried out on the satellite-supported ground communication system. In addition, as a member of the "IMT-2030 (6G) Promotion Group", the company will keep tracking and paying attention to the evolution and development of 6G technology, and seize relevant market opportunities.
Organizations are optimistic about the satellite IoT industry chain
Since the beginning of this year, organizations including securities firms, fund companies, and insurance companies have also repeatedly conducted research on the 6G industry. According to Flush data, as of March 15th, 11 companies in the 6G concept sector have been investigated by the organization 18 times. Among them, 3D Communication has organized 5 investigations during the year. Shenglu Communications and Guobo Electronics received surveys from more than a hundred organizations during the year, and 3D Communications, Xinke Mobile and Caixun were also surveyed by dozens of organizations. 6G technology reserves and related layouts have become the focus of market attention.
Industry insiders estimate that satellite Internet will become an important link and important feature of 6G, and attention should be paid to related opportunities in the industrial chain.
Satellite Internet is an important feature of 6G. my country is accelerating its construction and paying attention to the development opportunities of the industrial chain.
Compared with the previous technology system, one of the most profound changes in the 6G network architecture is the transformation from traditional ground access to all-round and multi-dimensional access in the air, world and sea. Satellite Internet is expected to open up and lead the next round of infrastructure construction in the communications sector. In the short term, the front-end satellite production and manufacturing link is expected to be the first to benefit from the acceleration of the satellite launch process. In the medium and long term, with the gradual improvement of technical equipment construction, the relevant links of the downstream satellite Internet application side will usher in a golden stage of development.
The important development direction of 6G communication is to build a global connection that integrates ground communication networks, satellite communication networks, and deep-sea and ocean networks, and completes the integration of air, space, sea, and ground. Attention should be paid to related targets in the satellite manufacturing segment and suppliers in the ground segment, as well as targets that benefit from increased computing power. Debon Securities stated that under the accelerated deployment of 6G technology by the Ministry of Industry and Information Technology, the satellite communication and optical communication industry chains are expected to open the second growth curve.
But at the same time, some people in the industry reminded that 6G technology was still in the early stage of development and exploration at that time, and there was still a long period of time before commercialization, and relevant rules and norms also needed to be continuously improved. hype.