What happened
China's Ministry of Industry and Information Technology issued the 15th Five-Year Plan for the information and communication industry on September 7, explicitly calling for 'timely initiation of 6G commercial use' for the first time.
The plan aims to fully build a new-generation communication network with comprehensive coverage and leading performance by 2030, with cumulative investment in information infrastructure reaching 3.8 trillion yuan.
On September 8, 6G concept stocks rallied against the market trend, with several stocks hitting the daily limit, including Wuhan Fan'gu, Guomai Technology, and Zhongjing Electronics.
Why it matters
This marks a shift of 6G from technical research to national strategic deployment, accelerating the systematic layout and industrialization of next-generation communication technology.
The strong performance of related stocks indicates growing market confidence in 6G's potential, as companies actively position themselves in this emerging field.
With 15 concept stocks projected to see net profit growth exceeding 30% this year and next, the sector offers significant investment opportunities.
Key facts
The plan sets a goal to fully establish a new-generation communication network by 2030, with information infrastructure investment totaling 3.8 trillion yuan.
6G was first listed as a key future industry in the 2025 Government Work Report.
China Mobile reported having 2.94 million 5G base stations and 560 million households covered by gigabit networks in its 2026 half-year report.
According to statistics, there are 36 6G concept stocks in the A-share market, with 15 expected to see net profit growth over 30% in both 2026 and 2027.
What to watch next
Monitor the progress of 6G standardization and pilot projects, as well as further policy support from the government.
Watch for earnings reports from leading 6G concept stocks to see if growth projections materialize.
Track global competition in 6G development, as other countries may accelerate their own plans.
