Analysis of Strong Performance and Sustainability Judgment for CICT Mobile-U (688387)

CICT Mobile-U (688387) is a communication equipment enterprise listed on the Shanghai STAR Market. On December 11, 2025, it performed strongly with an opening price of 7.40 yuan, closing price of 8.41 yuan, an increase of 14.58%, and an amplitude of 20.44% [1]. The trading volume that day was 2.461 million lots, the turnover was 2.033 billion yuan, and the turnover rate was 12.20%, which was 3.27 times the average level, indicating active trading [1].

: 1) The company completed four 6G wireless technology tests of the IMT-2030 (6G) Promotion Group in 2025, achieving important technological breakthroughs in the 6G field [1]; 2) Won the centralized procurement project of green base station antennas from China Telecom, consolidating its market position in the communication equipment field [1]; 3) As the future development direction of mobile communications, the 6G concept has received widespread market attention recently, driving related concept stocks to strengthen [0].

: The stock price broke through the support level of the previous trading day’s closing price of 7.34 yuan that day and touched the resistance level of 8.81 yuan intraday [1]. While the communication equipment sector fell 1.27% overall, the stock led the 6G concept and Hubei sector against the market, showing positive market expectations for the company’s development [1].

: The company is currently in a loss state, with a static P/E ratio of -103.19 and a dynamic P/E ratio of -130.68, and its profitability needs to be improved [1]. However, 6G technology breakthroughs and winning operator projects provide potential support for future performance growth [0].

1. Dual Drivers of Technology and Market
   : 6G technology breakthroughs have enhanced the company’s technical barriers and industry influence, while winning operator projects provides certainty for revenue growth; the combination of the two has become the core driver of the stock price’s strength [0][1].
2. Combination of Concept Hype and Fundamentals
   : Although the company is currently losing money, the long-term development potential of 6G technology and the company’s position in the communication equipment field make the market willing to give a certain valuation premium [0].
3. Market Sentiment Reflected by High Turnover Rate
   : The high turnover rate of 12.20% not only shows market attention and capital inflow to the stock but also implies short-term speculation sentiment; attention should be paid to the volatility caused by subsequent profit-taking of funds [1].

: 1) Profit risk: The company continues to lose money, and its fundamentals have not improved [1]; 2) Technical risk: 6G technology is still in the R&D stage, and there is uncertainty in commercial application [0]; 3) Market risk: The short-term increase is large, and high turnover rate may lead to increased stock price volatility [1].

: 1) Industry development: As the next-generation communication technology, 6G has broad market prospects, and the company’s technical breakthroughs lay the foundation for long-term development [0]; 2) Market share: Winning operator projects helps consolidate market position and increase future revenue [1].

: If the stock price can effectively break through the resistance level of 8.81 yuan and stabilize, and there is subsequent support from more good news such as 6G technology progress or order landing, the upward trend is expected to continue [0][1]; if it fails to break through the resistance level or the good news is realized, it may face a correction risk, with the support level at 7.34 yuan [1].

CICT Mobile-U rose strongly due to 6G technology breakthroughs and winning operator projects. Technically, trading is active but there are obvious resistance levels. Fundamentally, although there is potential growth support, it is still in a loss state. Investors should pay attention to the company’s subsequent 6G technology progress, order status, and profit improvement trends, while noting short-term volatility risks.