据证券时报报道，上海市经济和信息化委员会日前印发《上海市智能终端产业高质量发展行动方案 （2026-2027年）》，加速未来终端研发。推动下一代移动通信、量子计算、光子计算等前沿技术产业 布局。开展先进无线通信、新型网络架构、空天地一体等前沿技术研究；推动量子计算领域算法纠错等 核心难点研发突破，发挥量子计算的优越性，研制未来终端概念样机，并不断探索向垂直行业应用渗 透，形成特色应用场景模版。 科大国创：通过参股投资方式前瞻布局了量子科技产业优质企业，并积极推动量子软件方向的协同与合 作。同时，依托"科大系"企业在产学研上的优势积累，公司积极与合作伙伴共同探索量子计算与经典计 算融合的相关软件技术。 国盾量子：是国内量子科技龙头，业务覆盖量子通信、量子计算和量子精密测量三大领域。国盾量子是 国内首家量子科技上市公司，业务覆盖量子通信、量子计算和量子精密测量三大领域。25年上半年，公 司量子计算整机销售实现突破，带动量子计算业务营收大幅提升283.92%。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 证券时报指出，量子计算利用量子纠缠和量子叠加特性，在理论上实现对经典算法的 ...

摘要 中美对标交易受关注，Rejety、LLNQ 等美股量子计算概念股大涨，核 电相关公司亦有显著涨幅，预示 A 股市场相关板块存在投资机会，尤其 是在中美贸易摩擦背景下。 核聚变板块核心环节包括磁体、真空室和制冷总成，其中超导方向是高 价值量领域。杭氧股份在制冷总成方面具有优势，永鼎股份是超导领域 的重要标的，电源环节亦值得关注。 量子计算板块核心环节包括稀释制冷剂和自动系统。美股量子计算公司 股价上涨映射 A 股，英伟达对量子计算的积极态度提升了相关公司估值， 中兴楼、本源量子等公司 IPO 辅导或上市将带来市场扩容。 核聚变领域，预计未来几个月将有更多高频次、大额订单招标，BEST 项目进入关键阶段，其他堆如上海中国巨片公司及江西星火亦有进展， 原子能机构在成都举办全球巨变大会提供支撑。 量子计算领域，中美竞争激烈，美股行情带动 A 股，龙头公司上市扩容 推动赛道发展，预计 2026 年二三季度板块市值有望超过 2000 亿，重 点推荐国盾量子及其弹性标的核心仪器。 Q&A 如何看待近期核聚变和量子计算板块的市场行情？ 近期核聚变和量子计算板块在市场上表现突出，主要原因包括中美贸易摩擦背 景下的投资机会 ...

Core Insights - The synergy between quantum computing and AI is expected to inject new momentum into the quantum computing industry and open new pathways for AI development [1][2] - The quantum computing industry is currently at a critical stage of technological breakthroughs, application exploration, and industry cultivation [2] - Domestic companies in the quantum frontier technology field are relatively advanced and comprehensive, likely to benefit from the rapid growth of this emerging industry [1] Quantum Information - Quantum information encompasses three main application areas: quantum computing, quantum communication, and quantum measurement, which have the potential to break through the limitations of classical information technology [1][2] - The global quantum computing technology market was valued at $1.1 billion in 2022 and is projected to grow to approximately $7.6 billion by 2027, with a compound annual growth rate (CAGR) of 79.72% from 2022 to 2030 [2] Quantum Communication and Measurement - Quantum communication is currently the only communication method proven to be unconditionally secure, with practical applications advancing rapidly [3] - The global quantum communication industry is expected to reach $7.85 billion by 2030, while the quantum precision measurement market is projected to grow to $2.527 billion by the same year [3] Investment Opportunities - Companies to watch in the quantum industry include Guodun Quantum (688027.SH), Hexin Instruments (688622.SH), Keda Guochuang (300520.SZ), Shenzhou Information (000555.SZ), Electric Science Cybersecurity (002268.SZ), and Jida Zhengyuan (003029.SZ) [4]

Core Viewpoint - The total margin balance of the STAR Market on October 13 was 250.87 billion yuan, showing a decrease of 4.61 million yuan from the previous trading day [1] Group 1: Margin Balance - The financing balance amounted to 249.197 billion yuan, down by 4.96 million yuan compared to the previous trading day [1] - The margin trading balance increased by 0.35 million yuan, reaching 8.9 million yuan [1] Group 2: Stock Performance - On October 13, 241 stocks in the STAR Market experienced net financing inflows, with 17 stocks having net inflows exceeding 30 million yuan [1] - Huahong Semiconductor topped the list with a net financing inflow of 594 million yuan, followed by companies like SMIC, Haiguang Information, Kingsoft Office, Guodun Quantum, Jucheng Technology, and Zhengfan Technology [1]

目前，单光子探测器产品已服务于国内科研单位，具备批量生产与交付能力。未来，国盾量子等研发团 队将沿着小型化、芯片化、集成化的发展路径，推动产品加快走向规模化应用，为下一代星地一体量子 通信网络、高精度激光雷达、深空探测等重大工程提供"中国方案"。 "单光子探测器技术难点是如何在一个拳头大小的制冷器上实现低温、低噪声、多通道"。科大国盾量子 技术股份有限公司(以下简称"国盾量子")探测器负责人方余强对《证券日报》记者表示，公司作为研发 团队之一，经过三年多的努力，先后攻克了热声制冷机小型化、制冷器密封可靠性、通道间串扰抑制等 技术难题，单个制冷器的最低工作温度从此前的零下50℃降低至零下120℃。而在20%探测效率下，暗 噪声水平降低约90%，达到约100Hz的超低值。 值得一提的是，国际首创的四通道集成架构，是单光子探测器的另一亮点。四通道的深度制冷单光子探 测器体积仅为国际同类单通道产品的九分之一，单台就能完成此前多台探测器才能实现的复杂探测任 务。这一高集成度的设计打破了过去体积大、功耗高、通道一致性差等局限，从而将产品最大探测效率 从25%提升至35%，对极微弱光的探测灵敏度进一步迈向极限。 "将'灵敏 ...

记者从安徽省量子信息工程技术研究中心获悉，10月10日，全球首款四通道超低噪声半导体单光子探测 器（以下简称"单光子探测器"）在合肥量产落地。 记者从安徽省量子信息工程技术研究中心获悉，10月10日，全球首款四通道超低噪声半导体单光子探测 器（以下简称"单光子探测器"）在合肥量产落地。 据了解，单光子探测器可以比作具备超凡视力的"眼睛"，能精准捕捉和识别单个光子，是量子密钥分 发、荧光寿命成像、激光雷达等系统的核心组件。 该设备在探测效率、暗噪声水平、集成度等多项关键指标刷新世界纪录，标志着我国单光子探测技术进 入领跑阶段，可为量子通信、单光子雷达、生物荧光成像、深空激光测距、单光子成像等应用提供自主 可控、性能领先的核心组件。 从"灵敏的光眼"到"火眼金睛" 此外，全球首创的四通道集成架构，是该产品的另一亮点。"四通道的深度制冷单光子探测器体积仅为 国际同类单通道产品的1/9，单台设备就能完成此前多台探测器才能实现的复杂探测任务。"方余强表 示，这一高集成度的设计打破了之前体积大、功耗高、通道一致性差等局限，将产品最大探测效率从 25%提升至35%，对极微弱光的探测灵敏度进一步迈向极限。 "将'灵敏的光眼' ...

Group 1: Nvidia Stock Sale - CEO Jensen Huang sold 225,000 shares of Nvidia stock for over $42.8 million between October 8 and 10, 2023 [1] - Prior to this, he sold 75,000 shares for a total of over $70.24 million from October 1 to 7, 2023 [1] - Cumulatively, Huang has cashed out over $113 million in October 2023, retaining over 70.6 million shares [1] Group 2: Apple Acquisition - Apple is in the final stages of negotiations to acquire Prompt AI, a startup focused on home security systems [2] - Prompt AI's main product, "Seemour," is an AI system for smart security cameras that can identify people, pets, or objects and alert users to unusual activities [2] - This acquisition is seen as a significant move by Apple to enhance its smart home security and visual perception ecosystem [2] Group 3: China Mobile's AI Infrastructure - China Mobile plans to upgrade its digital infrastructure and enhance AI capabilities, focusing on building efficient intelligent computing facilities [3] - The company aims to develop a resource system that integrates cloud computing and intelligent computing, promoting the transition from "cloud computing" to "cloud intelligence" [3] - China Mobile is exploring the construction of large-scale intelligent computing centers and quantum technology infrastructure [3] Group 4: BYD's Autonomous Bus Project - BYD has won a bid for Singapore's first L4 level autonomous bus pilot project, led by the Land Transport Authority [4] - The project will test electric autonomous buses on specific routes starting mid-2026, with a capacity of 16 passengers [4] - The fare for these autonomous buses will be the same as regular buses [4] Group 5: Meituan's Rider Features - Meituan is trialing a feature that allows delivery riders to block customers in seven cities, enabling them to refuse service to abusive customers [5] - Riders can evaluate customers within 48 hours after an order and choose to block them for a year if necessary [5] - This feature aims to enhance rider safety and improve the delivery experience [5] Group 6: ByteDance Stock Buyback - ByteDance announced its second stock buyback of the year, with buyback prices set at $200.41 for current employees and $180.37 for former employees [6] - The previous buyback occurred in April 2023, with lower prices for both current and former employees [6] Group 7: Semiconductor Industry Developments - Zhongxin Jingyuan is preparing for an IPO on the Beijing Stock Exchange, focusing on semiconductor silicon wafer production [13] - The company has developed core technologies for both 8-inch and 12-inch silicon wafers, serving various chip applications [13] - Meanwhile, TaiLing Microelectronics is planning to list H-shares in Hong Kong to enhance its global presence [14] Group 8: Didi's Autonomous Driving Funding - Didi Autonomous Driving has secured 2 billion yuan in D-round financing, with investments from various funds and companies [15] - The funds will be used to increase AI research and development and promote the application of L4 autonomous driving technology [15] Group 9: Quantum Technology Advancements - The world's first four-channel ultra-low noise semiconductor single-photon detector has been mass-produced in Hefei, marking a significant advancement in quantum technology [9] - This technology is crucial for applications in quantum communication, single-photon radar, and biological imaging [9] - The development positions China as a leader in single-photon detection technology [9]

Group 1: Executive Actions and Corporate Developments - Jensen Huang, CEO of NVIDIA, sold 225,000 shares for over $42.8 million in October, totaling over $113 million in stock sales this month [2] - Apple is in the final stages of negotiations to acquire Prompt AI, a startup focused on home security systems, enhancing its smart home ecosystem [3] - ByteDance initiated its second stock buyback of the year, with prices set at $200.41 for current employees and $180.37 for former employees [7] Group 2: Industry Innovations and Projects - China Mobile plans to explore the construction of large-scale intelligent computing centers and enhance its AI capabilities [4] - BYD won a bid for Singapore's first L4 autonomous bus pilot project, set to test electric buses by mid-2026 [5] - Didi Autonomous Driving secured 2 billion yuan in Series D funding to boost AI research and L4 autonomous driving applications [16] Group 3: Market and Regulatory Updates - The Chinese market regulator is investigating Qualcomm for potential antitrust violations related to its acquisition of Autotalks [11] - Wen Tai Technology condemned the Dutch government's actions against Nexperia as politically motivated interference [12][13] - Zhongxin Jingyuan is preparing for an IPO on the Beijing Stock Exchange, focusing on semiconductor silicon wafer production [14] Group 4: Product Launches and Technological Advancements - The world's first four-channel low-noise semiconductor single-photon detector has been mass-produced in Hefei, marking a significant advancement in quantum technology [10] - Samsung launched the W26 foldable flagship smartphone featuring a 200-megapixel camera and upgraded AI capabilities [17]

Core Insights - The world's first four-channel ultra-low noise semiconductor single-photon detector has been mass-produced in Hefei, marking a significant advancement in quantum detection technology [1][3]. Company Developments - The single-photon detector is developed by GuoDun Quantum, a leading company in quantum technology, and represents a breakthrough in the field, as it surpasses existing single-channel products [4][6]. - The new detector's design allows for a compact size, being only 1/9 the volume of international single-channel products, thus enabling complex detection tasks previously requiring multiple devices [5][6]. Technical Achievements - The new detector achieves a maximum detection efficiency increase from 25% to 35%, with a significant reduction in dark noise levels by approximately 90%, reaching about 100Hz [4][5]. - The development team overcame several technical challenges, including miniaturization of the cryogenic system and suppression of crosstalk between channels, achieving a lowest operating temperature of -120°C [4][6]. Market Impact - The new single-photon detector is already serving top domestic research institutions and has the capability for mass production and delivery [6]. - Following the announcement of the Nobel Prize in Physics awarded for contributions to quantum mechanics, quantum technology stocks, including GuoDun Quantum, saw significant market activity, with GuoDun Quantum's stock rising by 17.91% [8].

记者从安徽省量子信息工程技术研究中心获悉，10月10日，全球首款四通道超低噪声半导体单光子探测 器（以下简称"单光子探测器"）在合肥量产落地。 据了解，单光子探测器可以比作具备超凡视力的"眼睛"，能精准捕捉和识别单个光子，是量子密钥分 发、荧光寿命成像、激光雷达等系统的核心组件。 该设备在探测效率、暗噪声水平、集成度等多项关键指标刷新世界纪录，标志着我国单光子探测技术进 入领跑阶段，可为量子通信、单光子雷达、生物荧光成像、深空激光测距、单光子成像等应用提供自主 可控、性能领先的核心组件。 从"灵敏的光眼"到"火眼金睛" 据介绍，量子科技头部上市公司国盾量子是该款单光子探测器设备的研发单位之一。目前，国际上仅有 单通道的同类工程化产品，在复杂探测场景下需多台设备协同，传统制冷工艺也限制了探测能力的提 升。 "这些短板是制约量子信息产业规模化落地的关键瓶颈。设备研发难点在于如何在一个拳头大小的制冷 器上实现低温、低噪声、多通道。"国盾量子单光子探测器负责人方余强告诉上证报记者。 在中国科学技术大学和中国科学院量子信息与量子科技创新研究院的专利与技术许可基础上，研发团队 经过三年多的努力，攻克了热声制冷机小型化、制 ...