Core Viewpoint - The recent quarterly reports from various companies listed on the Sci-Tech Innovation Board (STAR Market) show strong performance, particularly in emerging industries such as AI computing chips and optical communication, indicating the board's role in fostering strategic emerging and future industries [1] Group 1: AI Computing Chip Industry - The domestic AI chip design ecosystem is becoming increasingly robust, with companies like Haiguang Information and Cambricon Technologies showing significant financial improvements, contributing to the foundational construction of China's AI industry [2][3] - Haiguang Information reported a total revenue of 9.49 billion yuan for the first three quarters, a year-on-year increase of 54.65%, and a net profit of 1.96 billion yuan, up 28.56% [2] - Cambricon Technologies achieved a remarkable revenue of 4.607 billion yuan, a year-on-year increase of 2300%, and a net profit of 1.605 billion yuan, up 321.49% [3] Group 2: Optical Communication Industry - Optical communication is identified as a key infrastructure for future information industries, with companies like Shijia Photonics and Tengjing Technology showing impressive growth [4] - Shijia Photonics reported a revenue of 1.56 billion yuan for the first three quarters, a year-on-year increase of 113.96%, and a net profit of 299 million yuan, up 727.74% [4] - Tengjing Technology achieved a revenue of 425 million yuan, a year-on-year increase of 28.11%, and a net profit of 64 million yuan, up 15.00% [4] Group 3: Future Technology and Energy Materials - Companies are strategically positioning themselves in frontier technologies, with notable performances in quantum technology and future energy sectors [5][6] - GuoDun Quantum reported a revenue of 190 million yuan, a year-on-year increase of 90.27%, and a net loss of 26 million yuan, a reduction of 51.98% [5] - Rongbai Technology announced advancements in solid-state battery materials, achieving ten-ton level shipments of high-nickel and ultra-high-nickel solid-state cathode materials, with production expected to commence in mid-2026 [6]

Core Insights - The quantum simulator industry in China is projected to reach a market size of approximately 1.506 billion yuan in 2024, reflecting a year-on-year growth of 15.23% [10][11] - Key challenges facing the quantum simulator sector include quantum noise accumulation and system scalability [10] - The development of modular architectures in quantum simulators, such as the nano-electronic quantum simulator by a US-UK joint team, enhances scalability from single units to large networks [10][11] Industry Overview - Quantum simulators are specialized computational tools based on quantum mechanics principles, primarily used to simulate the behavior of quantum systems [2] - They are categorized into digital quantum simulators and analog quantum simulators [2] Industry Development History - The concept of quantum simulation was established in 1982 by Richard Feynman, with significant milestones achieved in subsequent years, including the realization of the Fermi-Hubbard model by the University of Science and Technology of China in 2024 [4][5] - The development trajectory showcases a complete evolution from theoretical foundations to technological breakthroughs [4] Relevant Policies - Quantum technology has been included in China's "14th Five-Year Plan," emphasizing its importance as a core future industry [6] - The government has introduced various policies to support the research and industrialization of quantum technology, enhancing its global competitiveness [6] Industry Value Chain - The upstream of the quantum simulator industry includes essential components such as quantum chips, dilution refrigerators, and quantum light sources [8] - The midstream focuses on the manufacturing of quantum simulators and software development, while the downstream applications span finance, pharmaceuticals, logistics, and energy sectors [8] Market Size - The quantum simulator market in China is expected to grow significantly, with a projected size of 1.506 billion yuan in 2024, driven by advancements in quantum technology and government support [10][11] - Investment in quantum technology has surged, with 29 financing events recorded in the first eight months of 2025, marking a 93.33% increase year-on-year [10][11] Key Companies' Performance - The competitive landscape of the quantum simulator industry is characterized by leading hardware companies like GuoDun Quantum and Benyuan Quantum, which have established significant technological barriers [11] - GuoDun Quantum reported a revenue of 121 million yuan in the first half of 2025, a 74.54% increase year-on-year, with R&D investment also rising [11][12] Industry Development Trends 1. **Technological Integration and Hardware Breakthroughs**: The next five years will see deep integration of quantum simulators with AI and digital twin technologies, enhancing performance and reducing error rates [14] 2. **Deepening Application Scenarios**: Quantum simulators will penetrate core sectors such as manufacturing and finance, optimizing processes and improving returns [14] 3. **Accelerated Standardization**: China aims to lead in establishing international standards for quantum simulators, enhancing compatibility and competitiveness on a global scale [15]

Core Insights - The report from Tianfeng Securities highlights the release of the State Council's opinions on implementing "AI+" actions across six key areas by August 26, 2025, which include AI in science and technology, industrial development, consumer quality enhancement, public welfare, governance capabilities, and global cooperation [1] Group 1: Key Areas of Focus - The six key areas for accelerated implementation of "AI+" actions are: "AI+" in science and technology, "AI+" in industrial development, "AI+" in consumer quality enhancement, "AI+" in public welfare, "AI+" in governance capabilities, and "AI+" in global cooperation [1] - The report suggests focusing on companies such as Xindong Company (02400, AI+ gaming), Huashu Gaoke (688433.SH, AI+ intelligent manufacturing), Guodun Quantum (688027.SH, AI+ quantum technology), and Uxin (UXIN.US, AI+ used cars) [1] Group 2: Investment Recommendations - A total of 50 representative stocks have been selected from A-shares, Hong Kong stocks, and US-listed Chinese companies to showcase the current layout of "AI+" applications in these six key areas [1] - Key recommended stocks include: Shuanghuan Transmission (002472.SZ, AI+ industrialization/intelligent robotics), Orbbec (688322.SH, AI+ hardware), Shengye (06069, AI+ supply chain finance platform), Zhizi City Technology (09911, AI+ global social), Bairong Cloud-W (06608, AI+ financial information), and Jiabiyou (688089.SH, AI+ biomanufacturing) [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688027 证券简称：国盾量子 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人吕品先生、主管会计工作负责人谭琪先生及会计机构负责人（会计主管人员）张小道先生保 证季度报告中财务信息的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、 主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 注："本报告期"指本季度初至本季度末3个月期间，下同。 （二） 非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 对公司将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释性公告第1号——非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目，应说明原因 ...

Group 1 - The report highlights that national top-level policies are guiding the rapid development of six key areas in "AI+ applications" as outlined in the State Council's opinion released on August 26, 2025 [2][8] - The six key areas include "AI+" in scientific technology, industrial development, consumer quality enhancement, public welfare, governance capabilities, and global cooperation [2][8] - By 2027, it is expected that AI will be widely integrated into these six areas, with the application penetration rate of new intelligent terminals exceeding 70% [9] Group 2 - The report identifies 50 representative stocks across A-shares, Hong Kong stocks, and US-listed Chinese companies that are actively engaged in "AI+ applications" within the six key areas [3] - Key recommended stocks include: - Shuanghuan Transmission (002472.SZ) for AI+ industrialization and intelligent robotics - Orbbec (688322.SH) for AI+ hardware - Shengye (6069.HK) for AI+ supply chain finance [3] - Stocks to watch include: - Xindong Company (2400.HK) for AI+ gaming - Huazhu Gaoke (688433.SH) for AI+ intelligent manufacturing - Guodun Quantum (688027.SH) for AI+ quantum technology [3] Group 3 - The report elaborates on the "AI+" scientific technology direction, which includes accelerating scientific discovery processes, driving innovation in technology research and development models, and innovating social science research methods [12][17][24] - Specific companies mentioned in the "AI+" scientific technology sector include: - iFlytek (002230.SZ) focusing on AI core technology and applications in various fields [13] - Zhongke Shuguang (603019.SH) emphasizing AI-driven digital infrastructure [13] - BGI Genomics (688114.SH) integrating AI into life sciences [13] Group 4 - The "AI+" industrial development direction aims to cultivate new intelligent native models and promote the intelligent transformation of traditional industries [28] - Companies highlighted in this sector include: - Daotong Technology (688208.SH) for AI+ automotive diagnostics [30] - Dingjie Smart (300378.SZ) for AI+ manufacturing digitalization [30] - Huichan Co., Ltd. (688500.SH) for AI+ data intelligence [30] Group 5 - The "AI+" consumer quality enhancement direction focuses on expanding service consumption scenarios and improving the quality of life services [49] - Companies in this area include: - Xindong Company (2400.HK) for AI+ gaming [51] - Giant Network (002558.SZ) integrating AI into core gaming products [51] - Perfect World (002624.SZ) utilizing AI tools in game development [51]

国盾量子(688027.SH)发布2025年三季度报告，前三季度，公司实现营业收入1.9亿元，同比增长 90.27%。归属于上市公司股东净亏损2646.96万元。归属于上市公司股东的扣除非经常性损益净亏损 6432.56万元。 ...

证券代码：688027 证券简称：国盾量子 公告编号：2025-059 科大国盾量子技术股份有限公司 关于日常关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 负责人：代宏斌 重要内容提示： 科大国盾量子技术股份有限公司（以下简称"国盾量子"或"公司"） 全资子公司拟与中国电信股份有限公司武汉分公司（以下简称"武汉电 信"）签订 2 份销售服务合同，合同一主要销售一套量子密钥平台及服 务系统，合同金额预计为 188.23 万元；合同二主要销售一套量子密钥生 成服务及项目整体安装调试服务，合同金额预计为 47.07 万元； 公司全资子公司拟与客户 B 签订 1 份销售商品合同，向其销售一套稀释 制冷机及低温器件，预计金额为 410.00 万元。 包含上述与武汉电信交易，自此往前追溯 12 个月，未经董事会审议的公 司（含子公司）与公司关联方签订销售服务合同的金额累计为 430.74 万 元。 包含上述与客户 B 交易，自此往前追溯 12 个月，未经董事会审议的公司 （含子公司）与公司关联方签订销售商品合同的金额 ...

证券代码：688027 证券简称：国盾量子 公告编号：2025-058 科大国盾量子技术股份有限公司 第四届监事会第十六次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 科大国盾量子技术股份有限公司（以下简称"国盾量子"或"公司"）第四 届监事会第十六次会议于 2025 年 10 月 17 日以现场及通讯方式在公司会议室召 开。本次会议由监事会主席冯镭先生主持，本次会议应到监事 3 人，实际到会监 事 3 人。本次会议的召集、召开和表决程序符合《中华人民共和国公司法》《上 海证券交易所科创板股票上市规则》等相关法律、行政法规、规范性文件及《科 大国盾量子技术股份有限公司章程》的有关规定。 二、监事会会议审议情况 经与会监事充分讨论，会议以投票表决方式审议通过了两项议案，具体如下： 1、审议通过《关于<国盾量子 2025 年第三季度报告>的议案》 监事会认为：公司 2025 年第三季度报告的编制和审议程序符合相关法律法 规及《公司章程》等内部规章制度的规定；公司 2025 年第三季度报告 ...

证券代码：688027 证券简称：国盾量子 公告编号：2025-057 科大国盾量子技术股份有限公司 第四届董事会第十八次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 科大国盾量子技术股份有限公司（以下简称"国盾量子"或"公司"）第四届董 事会第十八次会议于 2025 年 10 月 17 日以现场及通讯方式在公司会议室召开。本次 会议由董事长吕品先生主持，本次会议应到董事 9 人，实际到会董事 9 人。本次会议 的召集、召开和表决程序符合《中华人民共和国公司法》《上海证券交易所科创板股 票上市规则》等相关法律、行政法规、规范性文件及《科大国盾量子技术股份有限公 司章程》的有关规定。会议决议合法、有效。 2.01 与武汉电信的关联交易 公司董事会一致同意拟与中国电信股份有限公司武汉分公司签订 2 份销售服务合 同，合同一主要销售 1 套量子密钥平台及服务系统，合同金额预计为 188.23 万元； 合同二主要销售 1 套量子密钥生成服务及项目整体安装调试服务，合同金额预计为 47.07 万元 ...

每经AI快讯，国盾量子10月17日晚间发布公告称，公司第四届第十八次董事会会议于2025年10月17日 在公司会议室召开。会议审议了《关于公司日常关联交易的议案》等文件。 （记者 曾健辉） 每经头条（nbdtoutiao）——"我还在！"林园硬气回应牛市亏钱，"接下来，我还会在！"坚持白酒是"快 乐需求"，科技股买了"愁得睡不着" ...