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China Galaxy Securities released a research report saying that China's 6G technology research and development continues to accelerate, supporting industrial policies are being introduced intensively, satellite communications, space-space integration, and global ubiquitous connectivity drive industry development. The track has broad scope for long-term growth. It is recommended to grasp the three main investment lines in the industrial chain: operators: deeply participate in 6G R&D, satellite integration business implementation, and capital expenditure support to continue increasing; 6G main equipment vendors: benefiting from increased demand for network iteration and integrated communication and intelligent communication equipment; space-terrestrial integration and satellite Internet: speeding up satellite Internet construction and terminal integration.

Zhitongcaijing·09/01/2026 08:09:06
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China Galaxy Securities released a research report saying that China's 6G technology research and development continues to accelerate, supporting industrial policies are being introduced intensively, satellite communications, space-space integration, and global ubiquitous connectivity drive industry development. The track has broad scope for long-term growth. It is recommended to grasp the three main investment lines in the industrial chain: operators: deeply participate in 6G R&D, satellite integration business implementation, and capital expenditure support to continue increasing; 6G main equipment vendors: benefiting from increased demand for network iteration and integrated communication and intelligent communication equipment; space-terrestrial integration and satellite Internet: speeding up satellite Internet construction and terminal integration.