The "six networks" named in heavyweight meetings such as the Central Politburo meeting and the State Council executive meeting will soon receive a construction "timetable" and "task book". In the industry's view, the three core industrial chains, including manufacturing and infrastructure, digital intelligence and communication infrastructure, and energy and urban security supporting facilities, are expected to usher in favorable conditions in this round of investment wave, jointly seizing trillion level investment opportunities. The "Six Networks" is an important driving force for expanding effective investment this year. The recent executive meeting of the State Council pointed out the need to strengthen the planning and construction of water networks, new power grids, computing power networks, new generation communication networks, urban underground pipelines, and logistics networks. The Central Politburo meeting held on April 28th also emphasized the need to strengthen the planning and construction of the "six networks" and other related initiatives. The reporter learned that currently, China is urgently formulating relevant plans and implementation plans, further coordinating the construction content of the "six networks", clarifying investment priorities in various fields, decomposing target tasks into years, and clarifying time and schedule arrangements. Taking the new power grid as an example, China has already built a large-scale, safe to operate, and technologically advanced national strong interconnected power grid, which effectively guarantees the annual electricity consumption of over 10 trillion kilowatt hours and supports the integration and consumption of over 1.8 billion kilowatts of new energy into the grid. At the same time, it should be noted that the demand for new energy access in China continues to rise, the pressure of regional power supply and demand imbalance continues to increase, and the complexity of safe operation of power grids at all levels continues to increase. It is necessary to build a new type of power grid that is safer, more reliable, green, low-carbon, strong, resilient, intelligent and flexible. During the 15th Five Year Plan period, China is expected to invest over 5 trillion yuan to plan and construct a number of transmission channels and inter provincial power mutual aid projects, optimize the ultra-high voltage (UHV) AC network in layers and zones, implement a number of urban distribution network upgrading and updating projects, weak county power grid renovation projects, and frequent power outage control projects in rural power grids. In terms of underground pipeline networks, by the end of 2025, China has built a total length of nearly 3.9 million kilometers of pipeline networks, ranking first in the world in terms of scale. At the same time, there are still some blank areas in China's underground pipeline network, such as the urgent need to update some aging pipelines, the low level of intelligent pipeline network, insufficient urban drainage capacity, water supply leakage, and inefficient heating. During the 15th Five Year Plan period, China is expected to invest about 5 trillion yuan to construct and renovate approximately 770000 kilometers of gas, water supply and drainage, heating and other pipelines, accelerate the filling of weak links in urban underground pipeline construction, and enhance the safety and resilience of urban infrastructure. From this year alone, according to the National Development and Reform Commission's calculations, the investment scale for the construction of the "Six Networks" and related key areas will exceed 7 trillion yuan. In the industry's view, the gradual implementation of the "Six Networks" plan and construction will bring benefits to multiple industries upstream and downstream of the industrial chain. The industry opportunities corresponding to the construction of the 'Six Networks' are highly concentrated, mainly focusing on the three core industrial chains. ”Zhou Wei, Managing Director and General Manager of the Government and Public Consulting Division of China Investment Consulting Co., Ltd., said that benefiting from the upgrading of traditional infrastructure such as water networks, the demand for engineering construction and basic equipment will be released, covering industries such as steel, pipes, and construction machinery. At the same time, the construction of new infrastructure such as computing power networks and next-generation communication networks will drive rapid development in industries such as servers, optical modules, AI chips, and 5G-A equipment; Adapting to the needs of new power grid construction and filling urban safety gaps such as underground pipeline networks, the energy and urban safety supporting fields such as high-voltage equipment, energy storage, and smart pipeline networks will also benefit. The strong demand is intuitively reflected in corporate financial reports. Optical modules are the core components of the new generation of communication networks and computing power networks. With the construction of large-scale computing power networks and the increasing demand for high-speed optical modules, the performance of leading optical module enterprises has seen significant growth. Among them, Zhongji Xuchuang achieved a revenue of 19.496 billion yuan in the first quarter of 2026, a year-on-year increase of 192.12%, and a net profit attributable to the parent company of 5.735 billion yuan, a year-on-year increase of 262.28%; Tianfu Communication's operating revenue in the first quarter of 2026 reached 1.33 billion yuan, a year-on-year increase of 40.82%; The net profit attributable to the parent company was 492 million yuan, a year-on-year increase of 45.79%. Since the beginning of this year, the A-share optical communication sector has also continued to strengthen, with leading companies' stock prices hitting historic highs repeatedly. In the short term, the hardware investment and some software investment related to the construction of the 'Six Networks' will have the certainty of investment increment; With the implementation of infrastructure hardware, soft supporting facilities such as intelligent warehousing and supply chain digitization are gradually following suit, and the investment effect will continue to be released; In the long run, the industrial ecology will tend to improve, and a virtuous cycle of investment and consumption will be formed. The influence on the industry will be expanded, and the positive impact on domestic demand will be further reflected. ”Wang Xiaojie, Chief Domestic Policy Analyst at the Western Securities Research and Development Center, said. The National Development and Reform Commission stated that various types of infrastructure, including the "six networks", can not only form a separate network, but also play a synergistic role among multiple networks, promote the optimization of the layout structure of the modern infrastructure system, and promote integration and fusion. Based on this, in the trillion dollar investment wave of "Six Networks", the advantages of comprehensive giant enterprises with the ability to integrate the entire industry chain will be further highlighted. (Looking into the New Era)