Evening hotspots in A-share market | Ministry of Industry and Information Technology issues document! Boost for 6G industry, institutions identify companies in this category

1. It concerns the development of 6G! The Ministry of Industry and Information Technology released a heavy announcement, indicating that the window period for accelerating industrial development is coming? Importance: After the close of trading on June 4th, the General Office of the Ministry of Industry and Information Technology issued a notice about organizing a special action for joint innovation and development of 6G in various provinces. It mentions strengthening the research on integrated communication technologies like artificial intelligence, satellite internet, and wireless perception, to support the development of 6G standards and industrial research and development. It's worth noting that as a country at the forefront of global 6G technology research and development, standards promotion, and industry layout, China highly values the development of 6G. The "15th Five-Year Plan" proposes forward-looking layouts for 6G and six other future industries. Looking ahead, Huaxin Securities believes that with the accelerated development of the 6G industry and clear commercial nodes, the industry is entering a fast lane of development. The 6G industry chain covers various segments such as chips, equipment, network construction, and terminals, and companies with core technology and patent advantages will have the first-mover advantage in sharing the industry's development dividends. In terms of opportunities, Galaxy Securities advises focusing on: the three major operators; relevant targets of major equipment manufacturers; targets related to aerospace, satellite internet, and integrated satellite internet; targets related to optical communication and bearing networks. 2. SpaceX has started its IPO roadshow! Expected price per share is $135, a quick look at A-share beneficiary targets Importance: On June 4th, SpaceX launched its initial public offering (IPO) roadshow, intending to issue 555,555,555 shares of Class A common stock to the public. Retail investors will be able to participate at the same price as large institutions, with each SpaceX share expected to be priced at $135. An additional 30-day option will be granted to underwriters to purchase up to an additional 83,333,333 shares of Class A common stock. SpaceX has applied to list its Class A common stock on the Nasdaq Global Select Market and Nasdaq Texas under the ticker symbol "SPCX." Zheshang pointed out that if SpaceX successfully goes public, its industry capabilities may further improve with the support of capital, potentially accelerating the development of commercial aerospace in China. Looking ahead to 2026, as reusable rockets are intensively verified, the target for satellite launches is expected to double, and capacity construction will speed up, opening up a rapid growth period for commercial aerospace in China. (Translation ends here for brevity. If you need more translations, please let me know.)