① The Ministry of Industry and Information Technology and twelve other departments issued the "5G Scale Application 'Set Sail' Action Upgrade Plan". By the end of 2027, the full-scale application of 5G will be achieved. ② Galaxy Securities believes that the attention towards 5.5G is gradually increasing, and new application scenarios are driving the base station industry chain. Key components such as antennas, filters, power amplifiers, and PCBs are expected to encounter new opportunities.
The Ministry of Industry and Information Technology and twelve other departments issued the "5G Scale Application 'Set Sail' Action Upgrade Plan". By the end of 2027, a development pattern of "universal capabilities, widespread applications, and empowering inclusiveness" will be formed, achieving full-scale application of 5G. A 5G-A industry chain will be constructed, continuously promoting the R&D experimentation of key technologies such as ultra-broadband uplink and downlink, integrated sensing, passive IoT, high-precision low-power positioning, and network intelligence, and accelerating the R&D and industrialization of equipment such as base stations, core networks, terminals, chips, and instruments.
5G-A (5.5G) is a key technology in the evolution of 5G to 6G and is also known as the enhanced version of 5G. Compared to 5G, 5G-A is ten times faster. Galaxy Securities believes that the attention towards 5.5G is gradually increasing, and new application scenarios are driving the base station industry chain. Key components such as antennas, filters, power amplifiers, and PCBs are expected to encounter new opportunities.
According to the Financial Data Center, among related listed companies:
Hebei Sinopack Electronic Technology's subsidiary, Bowei Company, is actively advancing the R&D of RF chips for 5G-A, 6G, and Starlink communication.
Tongyu Communication Inc. has developed a ground-air integrated shape-shifting green antenna for 5G-A and will increase market development efforts for 5G-A business, continuously tapping into related market demands.