The 6G communication track is now at a point where it deserves serious attention. Technology validation is accelerating, and companies in the supply chain are starting to take substantial actions. Below are ten targets worth monitoring - the data and logic are laid out here, make your own judgments.

**ZTE (000063)**——Being in the top three globally for patent reserves is not just talk. They are leading the R&D of terahertz communication prototype systems and deeply involved in the formulation of international standards. What does this mean? They will have a say in the future game rules. From chips, algorithms to network architecture, their industrial chain layout is comprehensive, and their solution capabilities are evident.

**China Satellite Communications (601698)** - the only commercial satellite operator in the country, holding exclusive frequency resources. The "Hongyan Constellation" Phase II and the "China Star Network" low Earth orbit satellite networking are both under their management. Want to achieve integrated air, space, and ground coverage with 6G? Satellite communication is indispensable for them.

**Xinke Mobile (688387)** – has undertaken multiple national major projects on 6G, and several key network technology verifications from the Ministry of Industry and Information Technology have passed. More importantly, they are the only mass production enterprise for the 6G terahertz testing instrument, and there is a technological barrier here.

**Shenglu Communication (002446)**——The world's first to commercialize and mass-produce antennas in the 110GHz frequency band, with a global market share of 25% for millimeter wave antennas. The "Heaven and Earth Interconnection" technology is focusing on low Earth orbit satellite communication, and they are strategically positioned in the trend of 6G satellite-ground integration.

**Guangxun Technology (002281)** - A global player in the optical module field, leading domestically in silicon photonics module technology. The products can adapt to terahertz communication and integrated space-ground scenarios, and have secured the ultra-high-speed optical fiber backhaul task for the 6G backbone network. There is no need to worry about market demand.

**Fenghuo Communication (600498)**——A veteran player in optical communication equipment. The 1.6T optical module prototype has been launched, deeply participating in 6G optical communication testing. As a major domestic communication equipment supplier, network deployment capability is a hard strength.

**Haige Communications (002465)** - The integration of Beidou and 6G is progressing smoothly, achieving centimeter-level drone trajectory tracking. In the emergency communication field, it has secured the Ministry of Emergency Management's "Integrated Space and Ground Communication System" project, solidifying its market position.

**Guobotech Electronic (688375)** — has broken through the 200GHz terahertz technology, supplying RF core components for Huawei base stations. In the area of 6G RF components, their product performance and cost advantages are significant, and their position as a supplier is relatively stable.

**Cambrian (688256)**——Cloud AI chips provide computing power support for intelligent scheduling in 6G networks. Collaborating with ZTE to develop 6G AI-native networks, there are highlights in this technological synergy, as the reliance of 6G networks on AI computing power will be very high.

**Tongyu Communication (002792)**——The microwave antenna product line is complete, with microwave antennas developed from 6GHz to 90GHz, meeting the high-frequency requirements for 6G without any issues. Deeply bonded with equipment giants like ZTE and Huawei, the order potential is there.

Risk warning must be stated upfront: The above is just an information summary and does not constitute any investment advice. The market has risks, so before entering, consider your own risk tolerance and conduct thorough research and assessment before taking action.