| 序号 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 成交量 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300620 | 光库科技 | 165.13 | 13.32% | 2932万 | 46.49亿 | | 2 | 600879 | 航天电子 | 13.80 | 8.75% | 3.97亿 | 54.06亿 | | 3 | 688027 | 国盾量子 | 498.30 | 7.89% | 540万 | 26.52亿 | | 4 | 300342 | 天银机电 | 22.27 | 5.95% | 8833万 | 20.44亿 | | 5 | 688418 | 震有科技 | 34.58 | 5.65% | 1809万 | 6.31 Z | | 6 | 002281 | 光迅科技 | 65.66 | 4.70% | 3671万 | 23.94亿 | | 7 | 688385 | 复旦微电 | 61.69 | 3.86% | 1143万 | 7.09亿 | | 8 | 300672 | 国科微 | 99.84 | 3.61% | 875 ...

消息面上，（1）量子科技侧，工信部公示量子信息标准化技术委员会筹建方案，加速推动量子科技产 业规范化、规模化发展，重点对业务范畴与标准方向、组织架构、工作计划进行部署。（2）商业航天 侧，国家航天局于近期发布《推进商业航天高质量安全发展行动计划》，12月3日朱雀三号首飞取得阶 段性成功，国内可复用火箭迈出关键一步。随着可复用火箭推动单位重量发射成本大幅降低，国内庞大 低轨卫星星座组网需求有望加速落地。同时，地方积极推进商业航天产业生态落地，北京、上海等多地 密集布局。此外，CPO概念板块持续走强带动光通信产业链上行。 科创100ETF成分股中源杰科技作为光芯片供应商显著受益于行业景气度提升，单日涨幅达12.98%，东 芯股份、国盾量子等半导体及量子通信标的同步上涨，反映市场对算力基础设施硬件的需求传导。同 时，诸如国盾量子等商业航天相关成分股也有所上涨。截至2025年12月8日 10:10，上证科创板100指数 (000698)强势上涨，成分股源杰科技(688498)上涨13.69%，国盾量子(688027)上涨8.20%，复旦微电 (688385)上涨4.83%，信科移动(688387)，华丰科技(6886 ...

Core Insights - The quantum communication industry is characterized by a focus on integrating various technologies to enhance competitiveness, with Guodun Quantum as the core player leading in multiple sectors including quantum communication, computing, and precision measurement [1][2]. Company Overview - Guodun Quantum (688027.SH) is the only listed company covering the entire quantum communication, computing, and precision measurement sectors, with 588 patents and involvement in national projects like the "Beijing-Shanghai Backbone" [3]. - Other notable companies include Keda Guokuan (300520.SZ), Shenzhou Information (000555.SZ), and Huagong Technology (000988.SZ), which have high relevance in quantum technology due to their specialized developments and applications [2][3]. Financial Performance - In H1 2025, Hengtong Optics (600487.SH) and Zhongtian Technology (600522.SH) led the revenue with 32.05 billion and 23.6 billion respectively, while Guodun Quantum and Electric Science Cyber Security (002268.SZ) reported lower revenues as they focus on niche markets [4][6]. - The gross profit margins varied significantly, with Dipu Technology (300768.SZ) achieving the highest at 62.4%, followed by Tianfu Communication (300394.SZ) at 50.8% and Guodun Quantum at 48.4% [5][6]. Regional Layout - The quantum communication industry shows a clear clustering in the Yangtze River Delta, with major cities like Shanghai and Hefei being key locations for many companies, while the Beijing-Tianjin-Hebei region focuses on governmental and financial applications [7][9]. Business Planning - Guodun Quantum aims to commercialize low-cost quantum technology and expand into consumer markets, while other companies like Hengtong and Zhongtian are accelerating the industrialization of quantum optical cables and exploring 5G integration [15][17].

● 本报记者乔翔张勤峰 全球首款工程化的四通道超低噪声半导体单光子探测器、有望带来算力突破的"祖冲之号"量子计算机、 对重力加速度分辨力高达小数点后第八位的冷原子重力仪A-Grav……在安徽省合肥市的科大国盾量子 科技园展厅内，数件"镇馆之宝"静静陈列，无声地诉说着中国量子科技的重大进展。 作为从安徽走向资本市场的"量子科技第一股"，国盾量子的发展轨迹，正是中国量子信息技术从实验室 的原始创新，迈向产业化和工程化应用的缩影。其十余年探索，成为前沿技术穿越创新长周期的鲜活样 本，也一路见证了安徽构建量子产业生态的坚实步履。 "未来5年可能成为量子信息技术从示范应用走向规模商用的关键窗口期。"国盾量子董事、总裁应勇站 在展厅中央，语气坚定。 创新突围开辟产业赛道 "我国在量子信息领域已稳居国际第一方阵，特别是在工程化实践中展现出显著优势。"应勇介绍，当 前，量子通信、量子计算与量子精密测量三大赛道呈现差异化发展态势——我国在量子通信领域实现全 球领跑；量子计算在超导线路并跑；量子精密测量则在重力仪等细分领域不断突破精度极限。作为极少 数在三大方向均具备规模化产业化能力的企业，国盾量子勇当我国量子信息产业化的开拓者 ...

● 本报记者 乔翔 张勤峰 全球首款工程化的四通道超低噪声半导体单光子探测器、有望带来算力突破的"祖冲之号"量子计算机、 对重力加速度分辨力高达小数点后第八位的冷原子重力仪A-Grav……在安徽省合肥市的科大国盾量子 科技园展厅内，数件"镇馆之宝"静静陈列，无声地诉说着中国量子科技的重大进展。 作为从安徽走向资本市场的"量子科技第一股"，国盾量子的发展轨迹，正是中国量子信息技术从实验室 的原始创新，迈向产业化和工程化应用的缩影。其十余年探索，成为前沿技术穿越创新长周期的鲜活样 本，也一路见证了安徽构建量子产业生态的坚实步履。 政府的长期投入为企业赢得了宝贵的发展窗口。2009年，全通型量子通信网试验项目在合肥展开，验证 了城域网的基础技术可行性。同年，起源于中国科学技术大学的国盾量子正式成立。应勇回忆："公司 初创时，合肥尚未有'风投之城'之称，但当地政府的前瞻布局和果断支持，成为公司技术转化的重要节 点。"2011年，公司参与建设的全球首个规模化量子通信网络在合肥建成，标志着大容量的城域量子通 信网络技术走向成熟。 "未来5年可能成为量子信息技术从示范应用走向规模商用的关键窗口期。"国盾量子董事、总裁应勇站 ...

格隆汇12月5日｜A股市场通信设备股走强，其中，中富通涨超11%，永鼎股份、特发信息、国脉科技 10CM涨停，太辰光涨超9%，南京熊猫涨超7%，光库科技涨超6%，武汉凡谷、烽火电子涨超5%，阿莱 德、灿勤科技、国盾量子、万马科技涨超4%。 ...

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]