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The Ministry of Industry and Information Technology issued the “15th Five-Year Plan for the Development of the Information and Communications Industry” on September 7, clarifying for the first time “starting commercial use of 6G in due course”. On September 8, the 6G concept strengthened against the market, and many individual stocks rose and stopped. According to Databao statistics, there are 36 6G concept stocks in the A-share market. Judging from institutional attention, Tianfu Communications has 24 agency ratings, with the highest number. Individual stocks such as Hengtong Optoelectronics, ZTE, and Taichenguang have ratings from more than 10 institutions, while individual stocks such as Huagong Technology, Huacu Navigation, and Haige Communications have ratings from more than 5 institutions. In terms of future growth potential, according to the agency's unanimous forecast, the net profit growth rate of a total of 15 6G concept stocks this year and next two years will all exceed 30%. Among them, the net profit growth rate of individual stocks such as Tianfu Communications, Taichenguang, Hagrid Communications, and Cambridge Technology is expected to exceed 50% this year and next two years. In terms of stock price performance, since the beginning of September, 15 high-growth 6G concept stocks have risen by an average of 0.65%, which is better than the performance of major indices over the same period. Among them, Cambridge Technology took the lead with a surge of nearly 19%, and individual stocks such as Tiantong shares, Changjiang Communications, and Tongyu Communications also rose slightly.

Zhitongcaijing·09/08/2026 23:25:06
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The Ministry of Industry and Information Technology issued the “15th Five-Year Plan for the Development of the Information and Communications Industry” on September 7, clarifying for the first time “starting commercial use of 6G in due course”. On September 8, the 6G concept strengthened against the market, and many individual stocks rose and stopped. According to Databao statistics, there are 36 6G concept stocks in the A-share market. Judging from institutional attention, Tianfu Communications has 24 agency ratings, with the highest number. Individual stocks such as Hengtong Optoelectronics, ZTE, and Taichenguang have ratings from more than 10 institutions, while individual stocks such as Huagong Technology, Huacu Navigation, and Haige Communications have ratings from more than 5 institutions. In terms of future growth potential, according to the agency's unanimous forecast, the net profit growth rate of a total of 15 6G concept stocks this year and next two years will all exceed 30%. Among them, the net profit growth rate of individual stocks such as Tianfu Communications, Taichenguang, Hagrid Communications, and Cambridge Technology is expected to exceed 50% this year and next two years. In terms of stock price performance, since the beginning of September, 15 high-growth 6G concept stocks have risen by an average of 0.65%, which is better than the performance of major indices over the same period. Among them, Cambridge Technology took the lead with a surge of nearly 19%, and individual stocks such as Tiantong shares, Changjiang Communications, and Tongyu Communications also rose slightly.