科大国盾量子技术股份有限公司 2025 年第三季度报告 证券代码：688027 证券简称：国盾量子 科大国盾量子技术股份有限公司 2025 年第三季度报告 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。 重要内容提示： 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 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 68,361,136.57 | 126.52 | 189,731,783.24 | 90.27 | | 利润总额 | -2,355,516.21 | 不适用 | -25,949,667.86 | 不适用 | | 归属于上市公司股东的 净利润 | -2,679,550.33 | 不适用 | -26, ...

格隆汇10月17日丨国盾量子(688027.SH)公布2025年第三季度报告，营业收入为6836.11万元，同比增长 126.52%；归属于上市公司股东的净利润是-267.96万元；归属于上市公司股东的扣除非经常性损益的净 利润-1757.16万元。 ...

国元证券股份有限公司 关于科大国盾量子技术股份有限公司 日常关联交易事项的核查意见 国元证券股份有限公司（以下简称"国元证券"或"保荐机构"）作为科大 国盾量子技术股份有限公司（以下简称"公司"或"国盾量子"）2024 年度向特 定对象发行 A 股股票的保荐机构，根据《上市公司证券发行注册管理办法》《证 券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市规则》《上海证 券交易所科创板上市公司自律监管指引第 1 号---- 规范运作》等有关法律法规和 规范性文件的要求,对国盾量子拟发生的目常关联交易事项进行了专项核查,具 体核查情况如下: 一、关联交易概述 根据公司第四届董事会第十八次会议审议通过,公司（含子公司）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 (含子公司) 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，合同金额预计为 410.00 万元。 包含 ...

国盾量子今年以来股价涨36.22%，近5个交易日涨1.92%，近20日涨46.03%，近60日涨49.97%。 资料显示，科大国盾量子技术股份有限公司位于安徽省合肥市高新区华佗巷777号科大国盾量子科技 园，成立日期2009年5月27日，上市日期2020年7月9日，公司主营业务涉及量子通信产品的研发、生 产、销售及技术服务,为各类光纤量子保密通信网络以及星地一体广域量子保密通信地面站的建设系统 地提供软硬件产品,为政务、金融、电力、国防等行业和领域提供组网及量子安全应用解决方案。主营 业务收入构成为：相关技术服务35.68%，量子通信产品34.31%，量子精密测量产品13.03%，量子计算 产品12.42%，其他(补充)4.56%。 10月16日，国盾量子盘中下跌2.04%，截至09:36，报406.43元/股，成交1.72亿元，换手率0.52%，总市 值418.06亿元。 资金流向方面，主力资金净流出1785.06万元，特大单买入1722.56万元，占比10.00%，卖出1639.11万 元，占比9.52%；大单买入4825.19万元，占比28.01%，卖出6693.70万元，占比38.86%。 分红方面， ...

Core Points - The average stock price of the Sci-Tech Innovation Board is 41.13 yuan, with 70 stocks priced over 100 yuan, and the highest priced stock is Cambrian-U at 1242.00 yuan, which increased by 3.85% [1] - A total of 469 stocks on the Sci-Tech Innovation Board rose today, while 111 stocks fell, with the average increase for stocks over 100 yuan being 2.14% [1] - The average premium of stocks over their issue price for those priced over 100 yuan is 410.74%, with Cambrian-U, Anji Technology, and Haibo Sichuang leading in premium rates [1] Stock Performance - Cambrian-U closed at 1242.00 yuan, up 3.85%, followed by GuoDun Quantum at 414.90 yuan and MaoLai Optics at 394.18 yuan [2] - Among the stocks priced over 100 yuan, 52 stocks increased, with the highest gainers being Pinming Technology, Hexin Instruments, and Yunlu Co., while 18 stocks decreased, with the largest declines seen in Zhongke Feimeasure, SiTewei, and Kaipu Cloud [1][2] - The top three stocks by net inflow of funds today were Haiguang Information, Kingsoft Office, and Dongxin Co., with net inflows of 71804.43 million yuan, 27993.86 million yuan, and 26443.90 million yuan respectively [2] Financing and Margin Trading - The total margin balance for stocks priced over 100 yuan is 920.46 billion yuan, with the highest balances in Zhongke International, Cambrian-U, and Haiguang Information [2] - The total short selling balance is 4.47 billion yuan, with the highest short selling balances in Haiguang Information, Zhongke International, and Lanqi Technology [2] Industry Distribution - The stocks priced over 100 yuan are concentrated in the electronics, pharmaceutical, and computer industries, with 36, 10, and 10 stocks respectively [1]

智通财经APP获悉，国泰海通发布研报称，当前，量子计算优越性验证已完成，超导、离子阱、中性原 子、光量子、硅半导体等多种技术路线呈现多元化开放性的发展态势，这种发展态势短期内将持续存 在，基础研究与工程研发不断突破，应用场景探索在多行业领域持续推进，产业生态正逐步构建。根据 IBM和中国信通院报告总结来看，量子计算目前还处于早期技术攻关阶段，预计未来5到10年有可能出 现实质性进展。美国和中国在量子计算领域处于全球领先地位，各技术路线在量子纠错方面的重大突破 将直接影响量子计算的进程。 国泰海通主要观点如下： 量子计算处于早期突破阶段，量子纠错是关键 当前，量子计算已成为最具颠覆性的前沿技术之一，并逐渐形成集基础科研、工程研发、应用探索和产 业培育为一体的发展格局。当前，量子计算优越性验证已完成，超导、离子阱、中性原子、光量子、硅 半导体等多种技术路线呈现多元化开放性的发展态势，这种发展态势短期内将持续存在，基础研究与工 程研发不断突破，应用场景探索在多行业领域持续推进，产业生态正逐步构建。 根据IBM和中国信通院报告总结来看，量子计算目前还处于早期技术攻关阶段，预计未来5到10年有可 能出现实质性进展。国泰 ...

Group 1 - The A-share market shows positive performance with the Shanghai Composite Index up by 0.10%, Shenzhen Component Index flat, and the ChiNext Index up by 0.22% as of October 15 [1] - The quantum technology sector is notably active, with a sector increase of 0.84%, driven by favorable news and developments [1] - Key stocks in the quantum technology sector include Geer Software, which hit the daily limit up, and GuoDun Quantum and Jida Zhengyuan, both rising over 4% [1] Group 2 - China Mobile has outlined a comprehensive plan for quantum communication, aiming to establish itself as a leading force in quantum technology with a focus on integration into national strategies and innovation [2] - The breakthroughs in quantum technology are expected to significantly impact China's economic development, particularly in areas like financial transactions, medical data management, and national security [2] - The quantum technology industry is evolving with increasing participation from enterprises and research institutions, leading to a more complete industrial ecosystem and diversified business models [2] Group 3 - The global quantum technology market is projected to reach USD 1.989 billion in 2024, representing a year-on-year growth of 43.12%, and is expected to grow to USD 9.758 billion by 2029, with a compound annual growth rate of 37.45% from 2024 to 2029 [3] - Continuous technological advancements and market expansion are anticipated to provide broader development prospects for the quantum technology industry [3]

MACD金叉信号形成，这些股涨势不错！ 格隆汇10月15日｜A股市场国产软件股走强，其中，品茗科技涨超15%，久其软件、格尔软件、榕基软 件10CM涨停，浩辰软件涨超9%，国盾量子涨超8%，中创股份涨超6%，方直科技、国子软件、四维图 新涨超5%。 | 代码 | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | | 688109 | 品茗科技 | 15.52 | 91.08亿 | 380.60 | | 002279 | 久其软件 | 10.03 | 63.37亿 | 17.22 | | 603232 | 格尔软件 | 10.00 | 38.38亿 | 27.67 | | 002474 | 榕基软件 | 9.95 | 50.21亿 | 34.72 | | 688657 | 浩辰软件 | 9.87 | 39.60亿 | 54.88 | | 300379 | *ST东通 | 8.72 | 13.22亿 | -84.29 | | 688027 | 国盾量子 | 8.36 | 443亿 | 44.19 | | ୧୫୫୧୦୧ | 中创股份 | 6.4 ...

Group 1 - The core viewpoint of the news is that GuoDun Quantum has seen a stock price increase of 5.04%, reaching 417.00 CNY per share, with a total market capitalization of 42.893 billion CNY [1] - GuoDun Quantum, established on May 27, 2009, specializes in the research, production, sales, and technical services of quantum communication products, providing solutions for various sectors including government, finance, electricity, and national defense [1] - 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%) [1] Group 2 - Huatai Bairui Fund has a significant holding in GuoDun Quantum, with 15,700 shares representing 1.89% of the fund's net value, ranking as the tenth largest holding [2] - The Sci-Tech Innovation Index (588880) has achieved a year-to-date return of 48.84% and a one-year return of 56.03%, ranking 359 out of 4220 and 330 out of 3857 respectively [2] Group 3 - The fund manager of the Sci-Tech Innovation Index (588880) is Tan Hongxiang, who has been in the position for 4 years and 221 days, with a total asset scale of 27.342 billion CNY [3] - During Tan's tenure, the best fund return was 105.82%, while the worst return was -37.2% [3]

Group 1: Nobel Prize in Physics - The Nobel Prize in Physics was awarded to John Clarke, Michel H. Devoret, and John M. Martinis for their discovery of "macroscopic quantum tunneling and energy quantization in circuits" [1] - This achievement opens the door to studying quantum mechanics on a larger scale, providing new possibilities for experimental research [1] Group 2: Quantum Computing Breakthrough - The core device used by the laureates is the Josephson junction, which allows electrons to form "Cooper pairs" and move collectively at low temperatures [2] - The system can switch states due to quantum tunneling, demonstrating that the behavior of this macroscopic circuit is governed by quantum mechanics [2] - This research provides new opportunities to simulate other quantum systems, enhancing the understanding of their characteristics [2] Group 3: Quantum Computing Market and Investment - Quantum computing is gaining significant attention, with the concept introduced by Richard Feynman in 1982, but it has only recently started to appear in mainstream media [3] - Google is set to launch a new quantum chip, Willow, with 105 qubits in December 2024, causing a surge in quantum-related stocks [3] - The potential speed of quantum computing could surpass traditional computers by billions of times for certain calculations [3] Group 4: Global Quantum Computing Development - Many countries and tech giants are investing in quantum computing, with the U.S. and Japan establishing national development plans [4] - Companies like IBM, Google, and Nvidia are actively advancing research in this field [4] Group 5: Challenges in Quantum Computing Commercialization - Companies in China, such as Guoshun Quantum and Boson Quantum, are also working in the quantum computing sector [5] - Key challenges for commercialization include stabilizing qubits, scaling hardware, and finding verifiable quantum advantage scenarios [5] - Maintaining qubit coherence is critical, as any disturbance can lead to decoherence, jeopardizing quantum information [5] Group 6: Technical Routes in Quantum Computing - Various technical routes for quantum computing include superconducting, ion trap, photonic, and topological quantum computing [6] - Superconducting quantum computers are the mainstream route but face challenges like the need for extremely low temperatures and short coherence times [6] Group 7: Topological Quantum Computing - Microsoft announced a breakthrough in topological quantum computing, creating the world's first "topological conductor" [7] - This type of quantum computer is theoretically highly resistant to interference, but the materials are still difficult to produce [7] Group 8: Investment Sentiment in Quantum Computing - Despite the potential of quantum mechanics and ongoing investments from tech giants, the quantum sector remains in a high-cost, long-cycle phase [9] - Analysts predict that global public investment in quantum computing could reach $45 billion by 2025 [9] Group 9: Stock Performance in Quantum Computing - Quantum computing stocks have seen significant price increases, with Quantum Computing rising 304.41% from March to July 2023 [10] - Other companies in the sector, such as IonQ and D-Wave Quantum, have also experienced substantial stock price increases [10] Group 10: Domestic Quantum Technology Landscape - In China, the number of publicly listed quantum technology companies is limited, with Guoshun Quantum being one of the few [11] - The domestic quantum computing sector has seen active investment, with 14 companies completing 16 rounds of financing by the end of Q3 2023 [12]