The Zhitong Finance App learned that recently, the Central Cyber Security and Information Technology Commission issued the “15th Five-Year Plan” for National Informatization. According to the plan, by 2030, China will have made significant progress in informatization, and its role in advancing Chinese-style modernization will become more prominent. Information infrastructure consolidates and expands its leading edge, a three-dimensional land, sea, air and sky network system has basically been formed, a next-generation communication network has been fully completed, commercial use of sixth-generation mobile communication (6G) has been launched in due course, the national blockchain network has basically been built, and the intelligent Internet has accelerated its layout and development.
The “Plan” also mentions speeding up the construction of next-generation communication networks, deepening large-scale deployment of fifth-generation mobile communications (5G) and gigabit optical networks, and promoting the evolution of fifth-generation mobile communications (5G-A) and the construction and development of ten gigabit optical networks. Accelerate 6G technology research and development, standard development, and application verification. Establish a full-chain cultivation system for future industries, accelerate the industrialization of technologies such as quantum technology, brain-computer interface, physical intelligence, and 6G, and explore diverse technology routes, typical application scenarios, viable business models, and market supervision rules.
According to reports, China's 6G technology test is divided into three stages, namely the key technology test stage, the technical plan test stage, and the system networking test stage. Currently, the goals of the first phase have been achieved, and the second phase has begun. Duan Xiaodong, deputy director of the China Mobile Research Institute, said that according to the pace of advancing global standards, 6G will launch its first technology version in 2029, officially launch commercial use in 2030, and the next era of mobile communications is moving from a laboratory to an industrial perspective.
6G is by no means a simple rate upgrade to 5G. The Ministry of Industry and Information Technology previously clearly proposed that the core of 6G is to achieve deep integration of communication, perception, computing, and intelligence, and complete the leap from “connected tools” to “intelligent infrastructure.” It needs to serve not only human-to-human communication, but also support new scenarios such as intelligent interconnection, industrial reality interaction, and full coverage of space, earth, and sea, and lay the foundation for low-level communication in the era of artificial intelligence.
Chen Xiaohua, executive director of the Education, Science and Technology Research Institute of the China Mobile Communications Federation, said in an interview that once 6G commercial use is launched, related products or services are expected to bring solid support and significant changes to industrial robot collaborative applications, low-altitude flight management, remote work, etc. with their high-precision positioning and ultra-low latency. It is also expected to open up more new scenarios in the mass consumer market to help cultivate new consumer hotspots.
Huaxin Securities said that the 6G industry is advancing at an accelerated pace, commercial nodes are clear, and the industry has entered the fast track of development. The 6G industrial chain covers various segments such as chips, equipment, network construction, terminals, etc., and leading enterprises with core technology and patent advantages will prioritize sharing the dividends of industrial development.
Related concept stocks:
ZTE (00763): ZTE has formed more than 30 key technologies and more than 10 core innovations in the 6G field. For example, GigaMimo achieved key technological breakthroughs, released the industry's first 256TR6G prototype in the U6GHz band, the peak multi-user rate exceeded 192 Gbps, and launched the industry's first 6G carrier prototype.
China Mobile (00941): China Mobile has applied for more than 1,200 6G patents, covering key technical fields such as synesthesia, satellite and terrestrial integration, and AI endogenesis. China Mobile and Qualcomm Technology announced on September 20 that the two sides completed the world's first U6G band 6G prototype base station and terminal prototype docking test in line with the latest definition of 3GPP based on a 6G open creative test device at China Mobile's collaborative innovation base.
China Telecom (00728): In June 2026, China Telecom Research Institute collaborated with Shanghai Telecom and China Telecom Emergency Response Company to work with Tsinghua University and Shanghai Qingshen Technology to complete high-rail, mid-rail and ground collaborative networking technology tests for 6G, and achieve “reliable all-day high-rail communication plus high-bandwidth transmission during mid-rail connection”.
China Unicom (00762): China Unicom adheres to the integrated collaborative development of 5G-A/6G, and has set up a 6G working group to systematically promote 6G vision, application scenarios, network architectures, key technologies, application ecology, and application demonstration research. China Unicom has taken the lead in establishing a high-frequency communication joint innovation laboratory and an intelligent metasurface technology alliance to build a 6G industrial ecosystem.