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Twelve departments issued the "5G Large-scale Application 'Set Sail' Action Upgrade Plan," and the industry chain is expected to welcome new opportunities.
① The Ministry of Industry and Information Technology and eleven other departments issued the "5G Scale Application 'Set Sail' Action Upgrade Plan," aiming to fully achieve 5G scale application by the end of 2027. ② Galaxy Securities believes that the attention on 5.5G is gradually increasing, and new application scenarios are driving the industry chain for base stations, with key components such as antennas, filters, power amplifiers, and PCBs expected to embrace new opportunities.
Minsheng Securities: The network deployment of Qianfan Constellation is accelerating, and the demand for going global is gradually emerging.
The construction of satellite internet is imperative, and China's Starlink is poised to deliver significant results.
Tongyu Communication Inc. (002792.SZ): Currently, the company's satellite communication products have formed three main categories, including ground station terminals, satellite communication payloads, and satellite communication terminals.
Glodon reported on November 25 that tongyu communication inc. (002792.SZ) stated in its investor relations that, relying on the company's technical advantages in microwave and millimeter-wave technology, after years of research and development, the company's satellite communication products have now formed three main categories, including ground station terminals, satellite communication payloads, and satellite communication terminals. Among them, satellite communication payload products mainly consist of onboard active phased array antennas, while satellite communication terminals mainly include mobile tracking antennas, such as ship-mounted and vehicle-mounted satellite antennas. Next, the company will closely follow the development trends of the satellite communication industry, continue to leverage its technological advantages in microwave and millimeter-wave, and further enhance satellite communication.
China Galaxy Securities: Speeding up the development of 6G at the 2024 Global 6G Development Conference bullish on the development of 6G hardware industry chain
The bandwidth of 6G is expected to reach over 100 times that of 5G, with the frequency band possibly rising to the Terahertz (THz) level. By June 2023, ITU-R WP5D has clearly defined the six major application scenarios of 6G: immersive communication, ultra-high reliability and low latency, massive communication, ubiquitous connectivity, sensing and computing integration, and communications and artificial intelligence integration.
Tongyu Communication Inc. (002792.SZ): has currently developed a green smart antenna system for 5G-A in the air-to-ground integration.
Gelonghui November 13th | tongyu communication inc. (002792.SZ) stated during an investor survey on November 12, 2024, that the company continues to focus on the development of 5G-A and actively increase related investments. Combining the company's technical accumulation and advantages in the communication industry, the company has developed an integrated green antenna for 5G-A based on the ground-to-air integration. This product can support low-altitude aircraft smoothly accessing the telecommunications network within a 600-meter airspace, build a full-domain communication network covering from the ground to low altitude, and provide strong security for flight routes of drones and other low-altitude aircraft, ensuring safe and efficient operation.
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