The following is the policy implementation logic for the six major directions with great explosive potential next Monday (June 9), and 8 core concept stocks are selected respectively.
1. Communications (6G and Satellite Internet)
[Policy and Industrial Implementation Logic] 6G has completely bid farewell to “pure conceptual hype” and ushered in the mandatory implementation of national-level policies.
The Ministry of Industry and Information Technology officially issued the “Notice of Special Action for 6G Innovation and Development of Ministry-Provincial Collaboration Pilots”, locking in the 2026-2029 implementation cycle; the National Science and Technology Major Project allocated more than 1.5 billion special funds to tackle stuck technologies such as terahertz; the Ministry of Industry and Information Technology took the lead in delineating 6G golden frequency bands around the world.
The communications industry chain is moving from “laboratory” to “real-life testing”, and a new trillion-level cycle has begun.
[8 core concept stocks]
- ZTE: It has invested more than 24 billion in 6G R&D, is deeply involved in the formulation of global standards, and has leading synesthesia integration technology, which is the “skeleton” of 6G network construction.
- Fiberhome Communications: Deputy leader of the space computing power working group, responsible for space-to-ground networking and inter-satellite laser transmission, optical communication + 6G two-wheel drive.
- China Mobile: ranks first in the world in 6G R&D investment, leads in the number of standard projects approved, and is the “main force” with the fastest implementation of trial networks among the three major operators.
- China Satcom: The leader in satellite operations, with an in-depth layout of 6G satellite-ground integration network, which is the core target of “space-ground integration”.
- Hengtong Optoelectronics: Full industrial chain layout of optical fiber + submarine cable + optical module, 6G high-speed optical module has been sampled, and the core beneficiary of the infrastructure.
- Xinwei Communications: antenna + radio frequency + millimeter wave full scene coverage, 6G high-frequency band radio frequency chips are deployed in advance.
- Shennan Circuit: The leader in high-end PCBs. The demand for high-frequency and high-speed PCB boards for 6G base stations has exploded, and the company has achieved batch supply.
- Zhenlei Technology: Satellite communication core chip supplier, 6G radio frequency chips have been mass-produced, overcoming core bottlenecks.
2. Foreign trade (cross-border e-commerce and service trade)
[Policy and industrial implementation logic] Multiple positive resonances: the Ministry of Commerce issued the “Service Trade Standardization Work Plan (2026-2030)” to promote industry standardization; the central bank lowered the foreign exchange risk reserve ratio for forward foreign exchange sales to 0, significantly reducing the cost of foreign trade companies locking in foreign exchange; global foreign trade demand is picking up, and the Belt and Road Initiative is deepening.
Cross-border e-commerce and the overseas industry chain have entered a period of rapid growth for performance realization.
[8 core concept stocks]
- Small Commodity City: the core hub of cross-border trade, laying out a comprehensive cross-border e-commerce service platform, deeply in line with the direction of standardization of service trade.
- Focus Technology: The parent company of Made in China, the leading B2B cross-border e-commerce company, has directly benefited from the explosion of overseas trade demand from foreign trade companies.
- Anker Innovation: A leader in overseas consumer electronics, independent websites and Amazon channels have exploded, and the brand has strong premium capabilities.
- Jihong Shares: The leader in cross-border social e-commerce, relying on AI precision marketing, its market share in Southeast Asia and the Belt and Road market continues to increase.
- Huakai Yibai: A leader in pan-product cross-border e-commerce, relying on the “Yibai Cloud” system to achieve efficient operation of the supply chain and great performance flexibility.
- Savy Era: The leading cross-border independent clothing store, with strong flexible supply chain capabilities, and its gross profit margin is firmly at the forefront of the industry.
- Sinotrans: A leader in international logistics services, it has built a full-link cross-border logistics service network and directly benefited from the rebound in foreign trade freight volume.
- Oriental Jiasheng: a one-stop cross-border supply chain service provider, providing full-link support for customs clearance, warehousing and logistics for cross-border e-commerce.
3. Aerospace (commercial aerospace and space computing power)
[Policy and industrial implementation logic] 2026 is the “first year of mass production” for China’s commercial aerospace.
June ushered in the monthly high-density launch cycle: the Long March 8 completed the launch of the Thousand Sail Constellation, and low-orbit networking entered the batch stage; the Zhuque 3 and Chang 8 R recyclable rockets are about to test flight.
At the same time, the Beijing Space Intelligent Computing Research Institute was established, and orders for the entire industry chain of “constellation + terminal + space computing power” were accelerated.
[8 core concept stocks]
- Hangyu Micro: leader of space computing AI chip team, the only mass-produced radiation-resistant space GPU in China, exclusively supplied to China Aerospace.
- China Satellite: The core national team of satellite manufacturing, leading in 6G low-orbit satellite payload technology, directly benefiting from the Qianfan constellation network.
- Aerospace Electronics: A leader in aerospace measurement and control communications and electromechanical components, covering the entire industry chain, and is a “standard” supplier for rockets and satellite launches.
- Huali Chuangtong: A leader in satellite communication baseband chips, it is deeply involved in the research and development of Tiantong satellites and low-orbit constellation terminal chips.
- Shanghai Hanxun: A leader in military broadband communications, it actively deploys low-orbit satellite communications payloads and ground station equipment.
- Guobo Electronics: leader in T/R chips and phased arrays, 6G radar communication integration and satellite radio frequency core targets.
- Changyingtong: a core supplier of special optical fibers and gyroscopes. The demand for aerospace-grade optical fiber rings exploded with the batch launch of satellites.
- Shunhao Co., Ltd.: It has invested in the Beijing Space Computing Power Data Center (Orbital Chenguang) and has strong expectations for the revaluation of space computing power equity.
4. Water transport/hydropower (shipping logistics and electricity)
[Policy and industrial implementation logic] Water transport (shipping): the central bank stabilizes the exchange rate +
Global trade is recovering, container freight rates and volumes are double-clicked, and cross-border logistics costs are optimized; water and electricity (electricity): The knowledge base clearly points out that “electricity” is the core thread of recent financial resonance. The logic of electricity is at the end of the peak summer and superimposed AI computing power. The main funds’ “smashing in the early trading and returning in the late trading” has ended, and there is huge room for valuation repair.
[8 Core Concept Stocks]
- COSCO Shipping Holdings: The world leader in container shipping, its routes cover major trade channels around the world, and its performance is highly tied to foreign trade prosperity and freight rates.
- Yangtze Power: The absolute leader in global hydropower, with extremely abundant cash flow and strong defensive attributes of high dividends, it is the first choice for institutional bottom positions.
- Huaneng Hydropower: The leader of hydropower in the Lancang River Basin, with improved water supply and marketization of electricity prices, significant profit flexibility.
- China Merchants Energy Shipping: As the dual leader in oil transportation and dry bulk cargo, the recovery of the global manufacturing industry has led to a rebound in demand for bulk commodity shipping.
- SF Holding: A leader in domestic comprehensive logistics, Ezhou Huahu Airport has intensively opened international routes, and is a core beneficiary of cross-border air cargo.
- SDIC Power: The core asset of Yalong River hydropower, the integration of water, wind and solar power is promoted, with stable performance and growth attributes.
- COSCO SHIPPING: A leader in shipping industry and finance operations, its container leasing and ship leasing businesses directly benefit from the recovery of the global shipping cycle.
- Sichuan Investment Energy: Participating in Yalong River Hydropower, with huge investment returns, it is a typical hydropower white horse with high dividends and low valuation.
5. Food (Agriculture and Food Security)
[Policy and Industrial Implementation Logic] Although the science and technology line has been hot recently, in the context of frequent extreme weather events and intensified geopolitical competition around the world, “food security” has always been the national strategic bottom line.
With the peak of summer grain consumption approaching and global agricultural product price fluctuations expected, the agricultural sector, as a typical “defensive counterattack” and “inflation benefit” direction, is easily able to absorb overflow funds when technology stocks diverge.
[8 core concept stocks]
- Beidahuang: The largest and most modern listed company in the planting industry in China, with massive high-quality arable land resources, is the “ballast stone” for food security.
- Suken Agricultural Development: A leader in large-scale planting, with a full industrial chain layout (seeds + planting + processing), its performance is directly driven by rising grain prices.
- Longping Hi-Tech: a leader in hybrid rice and corn seeds, a core beneficiary of the commercialization of transgenics, and the country’s top R&D strength.
- Dabeinong: A leader in the research and development of genetically modified traits. It has multiple genetically modified organism safety certificates issued by the Ministry of Agriculture and Rural Affairs, and the technical barriers are extremely high.
- Tsuanyin Hi-Tech: Backed by Syngenta Group, it has a full range of rice, corn, and wheat seeds, and is the main force in the industrialization of biological breeding.
- Nongfa Seed Industry: A leader in the seed industry with a central enterprise background, leading the wheat seed market share, and deeply benefiting from the national seed industry revitalization actions.
- Denghai Seed Industry: A long-established leader in domestic hybrid corn seeds with abundant variety reserves, directly benefiting from the stabilization and rebound of corn prices.
- Shen Nong Seed Industry: The leader in the seed industry of Hainan Free Trade Port, relying on the location advantage of Nanfan Silicon Valley, it has unique advantages in high-temperature resistant rice varieties.
6. Liquor (consumption recovery and valuation restoration)
[Policy and industrial implementation logic] The liquor sector has ushered in a tripartite resonance of “policy + demand + inventory”.
The Ministry of Industry and Information Technology classified liquor as a “historical classic industry”, breaking expectations of contraction; new consumption tax regulations were implemented, blocking tax avoidance routes for small and medium-sized liquor companies, accelerating industry clearing, and benefiting leading compliant liquor companies; the central government cleared up unreasonable consumption restrictions, and the business banquet scene was steadily restored.
The sector’s PE is at a historical low, and there is more than 25% room for valuation restoration.
[8 Core Concept Stocks]
- Kweichow Moutai: High-end liquor “Dinghai Shenzhen”, completed 3 billion repurchase and cancellation, Feitian approval price is stable, dividend rate is nearly 4%, long-term allocation value is highlighted.
- Wuliangye: The leader in strong fragrance, offering a buyback of RMB 8-10 billion + a plan to increase holdings of major shareholders. The price of 1,000 yuan brings stable dominance, and the valuation is extremely cost-effective.
- Luzhou Laojiao: Take the initiative to stop goods and clean up channels, control volume and maintain prices to stabilize the price of Guojiao 1573. Mid- to high-end wines account for nearly 90%, and the profitability is extremely strong.
- Shanxi Fenjiu: the leader in light flavor, national expansion continues to advance, the market south of the Yangtze River is growing at an eye-catching rate, and it is the “growth responsibility” of the liquor sector.
- Gujing Gongjiu: The leader of Anhui wine, the structure of the vintage puree series continues to upgrade, deeply benefiting from the active local economy in Anhui and the rebound of the banquet market.
- Yanghe Shares: At the end of the deep adjustment period, Mengzhilan M6+ is operating steadily. The high dividend yield provides a safety margin and is suitable for lurking on the left.
- Yingjia Gong Liquor: The large volume of the Dongzang series has driven high performance growth, the concept of ecological liquor is in line with the trend of healthy consumption, and the regional expansion momentum is strong.
- Modern connection: The second eldest son of Su Jiu, the revenue target of 10 billion is steadily advancing, deeply cultivated in the Jiangsu base camp, and a direct beneficiary of the restoration of the business banquet scene.
