$ZTE(00763)$ enjoys high industry barriers and stands as one of the few dominant players in the telecom equipment sector.
With China’s policy focus on 6G, as outlined in this year’s Two Sessions, ZTE is well-positioned for long-term growth. Additionally, its involvement in low-altitude economy, deep-sea exploration, and intelligent vehicles further expands its market potential.
The company's 3% dividend yield adds to its investment appeal, while its monopolistic market position ensures sustained profitability. As the only publicly listed telecom equipment giant in China, ZTE remains a compelling long-term investment opportunity.
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