Core Insights - The article highlights the significant advancements in quantum technology in China, particularly through the achievements of GuoDun Quantum, which is recognized as the first publicly listed company in quantum technology in the country [1][2] Group 1: Company Developments - GuoDun Quantum has successfully mass-produced the world's first engineered four-channel ultra-low noise semiconductor single-photon detector, enhancing key metrics such as detection efficiency and dark noise levels [2] - The company is focusing on practical applications in quantum computing, particularly through superconducting technology, and is developing core engineering components like measurement and control systems [2][3] - In 2024, GuoDun Quantum's total revenue is projected to exceed 200 million yuan, with 189 million yuan reported in the first three quarters of 2025, indicating steady growth and a gradual reduction in net profit losses [3][4] Group 2: Industry Landscape - China is positioned as a global leader in quantum information technology, particularly in quantum communication, with GuoDun Quantum being a key player in the industrialization of this technology [1][3] - The Anhui province is emerging as a significant hub for quantum technology, ranking second globally and first nationally in the quantum information sector according to the 2024 Global Future Industry Development Index Report [3][4] - The Anhui government has implemented a systematic strategy to drive the quantum industry, including the "Thousand Scenarios" action plan, which aims to establish 1,000 application scenarios by 2027 and 3,000 by 2030 [4][5] Group 3: Future Outlook - The next five years are seen as a critical window for the commercialization of quantum information technology, transitioning from demonstration applications to large-scale commercial use [1][5] - GuoDun Quantum emphasizes the importance of creating real application scenarios to guide market demand and foster genuine needs for quantum technology [5] - The company maintains a strong commitment to research and development, with R&D expenditures accounting for 46.49% of revenue in the first three quarters of 2025, reflecting a long-term vision for innovation and industry growth [5]

Core Viewpoint - The A-share market has seen a strong performance in the telecommunications equipment sector, with several stocks experiencing significant gains [1] Group 1: Stock Performance - Zhongfutong has risen over 11% [1] - Yongding Co., TeFa Information, and Guomai Technology have reached the 10% limit up [1] - Taicheng Light has increased by over 9% [1] - Nanjing Panda has gained over 7% [1] - Guangku Technology has risen by over 6% [1] - Wuhan Fangu has increased by over 5% [1] - Yinghua Electronics has also seen an increase of over 5% [1] - Other companies like Aled, Canqin Technology, Guodun Quantum, and Wanma Technology have risen by over 4% [1]

科大国盾量子技术股份有限公司 2025 年第六次临时股东大会 科大国盾量子技术股份有限公司 2025 年第六次临时股东大会会议资料 股票简称：国盾量子 股票代码：688027 2025 年 12 月 - 1 - 科大国盾量子技术股份有限公司 2025 年第六次临时股东大会 目 录 | 科大国盾量子技术股份有限公司2025年第六次临时股东大会会议须知…………3 | | --- | | 科大国盾量子技术股份有限公司2025年第六次临时股东大会会议议程…………5 | | 议案1、《关于签订专利实施许可合同暨关联交易的议案》………………………7 | | 议案2、《关于取消监事会、调整董事会及修订<公司章程>的议案》…………25 | | 议案3、《关于修订和制定公司部分治理制度的议案》…………………………27 | | 议案4、《关于选举独立董事的议案》……………………………………………28 | | 议案5、《关于变更会计师事务所的议案》………………………………………30 | - 2 - 科大国盾量子技术股份有限公司 2025 年第六次临时股东大会 科大国盾量子技术股份有限公司 2025年第六次临时股东大会会议须知 为了 ...

Core Insights - The current Chinese magnetometer industry exhibits three main characteristics: mature traditional technology, breakthroughs in quantum technology, and differentiated market demand, leading to a synergistic effect of technological iteration and industrial upgrading [1][9]. Industry Overview - Magnetometers, also known as magnetic field meters or gaussmeters, are instruments used to measure the strength, direction, and distribution of magnetic fields, with core functions based on magnetic induction intensity measurement [2]. - There are two main types of magnetometers: scalar magnetometers, which measure only the magnitude of the magnetic field, and vector magnetometers, which measure both magnitude and direction [3]. Market Size - The market size of the Chinese magnetometer industry is projected to reach approximately 7.536 billion yuan in 2024, representing a year-on-year growth of 10.61% [1][9]. Industry Chain - The upstream of the magnetometer industry chain includes raw materials such as rare earth permanent magnetic materials, chips, superconducting materials, and various components [6]. - China’s rare earth production is expected to reach 270,000 tons in 2024, with a year-on-year increase of 12.50%, ensuring stable raw material supply for magnetometer production [6]. Key Enterprises - Leading companies in the Chinese magnetometer sector include Guodian Quantum, which focuses on quantum computing equipment and has delivered over 1,000 high-end instruments globally [10]. - Hefei Moce Technology Co., established in 2021, has developed the QTFM-Mozi series of quantum magnetometers, which can detect weak magnetic signals and are used in various applications including geological exploration and medical diagnostics [12]. Industry Development Trends 1. Quantum magnetometer technology innovations are expected to deepen high-end applications in fields such as biophysics and deep resource exploration, with products like the QTFM-Mozi series achieving significant size and power consumption reductions [16]. 2. Market demand is diversifying, with significant growth in consumer electronics and strategic upgrades in sectors like new energy and defense, driving the need for customized products [17]. 3. The entire industry chain is evolving towards collaborative development, with upstream material supply, midstream manufacturing automation, and expanding downstream applications in emerging fields [18].

Core Viewpoint - Guodun Quantum's stock price has experienced fluctuations, with a year-to-date increase of 45.62% but a recent decline in the last five and twenty trading days [1] Company Overview - Guodun Quantum Technology Co., Ltd. was established on May 27, 2009, and went public on July 9, 2020. The company specializes in the research, production, sales, and technical services of quantum communication products [2] - The company's revenue composition includes: 35.68% from related technical services, 34.31% from quantum communication products, 13.03% from quantum precision measurement products, 12.42% from quantum computing products, and 4.56% from other sources [2] - As of September 30, 2025, the number of shareholders increased by 12.24% to 21,700, with an average of 3,711 circulating shares per person, a decrease of 10.91% [2] Financial Performance - For the period from January to September 2025, Guodun Quantum achieved a revenue of 190 million yuan, representing a year-on-year growth of 90.27%. However, the net profit attributable to the parent company was a loss of 26.47 million yuan, an increase in loss of 51.98% year-on-year [2] - The company has distributed a total of 9.6 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3] Shareholding Structure - As of September 30, 2025, Hong Kong Central Clearing Limited is the tenth largest circulating shareholder, holding 1.1147 million shares as a new shareholder. Meanwhile, GF Multi-Factor Mixed Fund has exited the top ten circulating shareholders [3]

Core Viewpoint - Guodun Quantum's stock price has experienced fluctuations, with a year-to-date increase of 48.77% but a recent decline in the last 5 and 20 trading days [1] Company Overview - Guodun Quantum Technology Co., Ltd. was established on May 27, 2009, and went public on July 9, 2020. The company specializes in the research, production, and sales of quantum communication products and provides solutions for various industries including government, finance, and defense [2] - The company's revenue composition includes: technical services (35.68%), quantum communication products (34.31%), quantum precision measurement products (13.03%), quantum computing products (12.42%), and others (4.56%) [2] - As of September 30, 2025, the number of shareholders increased by 12.24% to 21,700, with an average of 3,711 circulating shares per person, a decrease of 10.91% [2] Financial Performance - For the period from January to September 2025, Guodun Quantum achieved a revenue of 190 million yuan, representing a year-on-year growth of 90.27%. However, the net profit attributable to the parent company was a loss of 26.47 million yuan, an increase in loss of 51.98% year-on-year [2] - The company has distributed a total of 9.6 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3] Shareholding Structure - As of September 30, 2025, Hong Kong Central Clearing Limited is the tenth largest circulating shareholder with 1.1147 million shares, marking its entry as a new shareholder. Meanwhile, GF Multi-Factor Mixed Fund has exited the top ten circulating shareholders [3]

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、募集资金理财产品专用结算账户的开立情况 证券代码：688027 证券简称：国盾量子 公告编号：2025—069 科大国盾量子技术股份有限公司 关于注销募集资金理财专用结算账户的公告 科大国盾量子技术股份有限公司董事会 2025年12月2日 为满足部分暂时闲置募集资金现金管理的需要，科大国盾量子技术股份有限 公司（以下简称"公司"）在国泰君安证券股份有限公司安徽分公司（资金账号： 2312859）开立了募集资金理财产品专用结算账户，用于闲置募集资金现金管理 用 途 。 具 体 内 容 详 见 2021 年 5 月 22 日 公 司 披 露 于 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）的《关于开立理财产品专用结算账户的公告》（公告编号 2021-036）。 二、募集资金理财产品专业结算账户的注销情况 截止本公告日，公司在国泰君安证券股份有限公司安徽分公司（资金账号： 2312859）购买的理财产品均已全部到期赎回，且不再使用上述账户。根据《上 市公司监 ...

Core Insights - The communication equipment sector experienced a slight decline of 0.1% on November 28, with Dekoli leading the drop [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Notable gainers in the communication equipment sector included: - Tongyu Communication (002792) with a closing price of 23.78, up 9.99% on a trading volume of 73,200 shares and a transaction value of 174 million [1] - Changxin Bochuang (300548) closed at 126.30, up 7.22% with a trading volume of 498,400 shares and a transaction value of 6.203 billion [1] - Meilixin (301307) closed at 38.13, up 6.33% with a transaction value of 544 million [1] - Conversely, Dekoli (688205) saw a significant decline of 8.69%, closing at 122.35 with a trading volume of 269,400 shares [2] - Other notable decliners included: - Shida Group (600734) down 8.30% to 5.08 [2] - Wanlong Optoelectronics (300710) down 6.80% to 26.59 [2] Capital Flow - The communication equipment sector saw a net outflow of 1.862 billion from institutional investors, while retail investors contributed a net inflow of 1.938 billion [2][3] - The capital flow for specific stocks indicated: - Xinyi Sheng (300502) had a net inflow of 632.2 million from institutional investors, while retail investors had a net outflow of 328 million [3] - Changxin Bochuang (300548) experienced a net inflow of 339 million from institutional investors, with a net outflow of 165 million from retail investors [3] - Guodun Quantum (688027) had a net inflow of 67.76 million from institutional investors, while retail investors had a net outflow of 1.4514 million [3]

证券日报网讯国盾量子11月26日在互动平台回答投资者提问时表示，公司将持续关注股东利益，在满足 条件的情况下，会尽量回报投资者。 ...

Core Insights - The quantum precision measurement industry in China is experiencing concentrated investment activities, particularly in the quantum sensor sector, with significant funding events reported from 2018 to 2025 [1][2][3] Investment and Financing Overview - Investment in the quantum precision measurement industry is primarily focused on the quantum sensor field, with the highest single financing amount reported at 131 million yuan (approximately 1.31 billion yuan) for Guoyi Quantum's D round [1][2] - From 2017 to 2024, the financing trend shows a few large amounts dominating the market, with a total financing amount of 0.38 billion USD in 2024, slightly down from 2023 [2][3] - The number of financing events in 2024 reached 4, with an average single financing amount of 9.5 million USD, indicating a strategic focus and sustained investment in the sector [3] Financing Rounds - The majority of financing rounds in the quantum precision measurement industry are concentrated in the angel and A rounds, primarily occurring before companies go public [4][7] Geographic Distribution - The majority of financing enterprises are located in Anhui Province, which accounts for 41% of the total. Hefei, Anhui, has developed a comprehensive industrial ecosystem covering quantum computing, communication, and precision measurement [8] - The industrial cluster in Hefei, known as "Quantum Avenue," includes over 90 upstream and downstream enterprises, with leading companies like Guandun Quantum and Guoyi Quantum [8] Investor Profile - The primary investors in the quantum precision measurement industry are investment firms, with notable participants including Guofeng Investment Fund, Chinese Academy of Sciences Capital, and IDG Capital [11] Industry Funds - There are currently few industry funds closely related to the quantum precision measurement sector, with notable funds including the Hefei Co-Creation Venture Capital Fund, which focuses on integrated circuits and quantum industries [14][16] Mergers and Acquisitions - Mergers and acquisitions in the quantum precision measurement industry are limited, primarily consisting of horizontal mergers aimed at enhancing business capabilities [17][18]