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盘中,大幅拉升!重大突破!量子科技,突传利好!
券商中国· 2026-02-06 06:34
Core Viewpoint - The article highlights a significant breakthrough in scalable quantum network research by the team led by Academician Pan Jianwei from the University of Science and Technology of China, marking a transition from theoretical concepts to practical possibilities in quantum communication and expanding China's international leadership in this field [1][2]. Group 1: Breakthroughs in Quantum Technology - The research team has constructed the basic module for a scalable quantum relay, enabling long-distance quantum networks to become a reality [2][3]. - The team achieved high-fidelity entanglement between single-atom nodes over long distances and successfully extended the transmission distance of device-independent quantum key distribution (DI-QKD) beyond 100 kilometers [2][4]. - These advancements are seen as a milestone following the "Mozi" quantum satellite, further solidifying China's position in quantum communication and networking [2][3]. Group 2: Market Response and Investment Opportunities - Following the announcement, several quantum technology stocks surged in the A-share market, with notable increases in companies like Longfly Fiber, Geer Software, and Hengtong Optic-Electric [1][5]. - The quantum computing market is projected to grow from $800 million in 2021 to $50.37 billion by 2024, with an expected CAGR of 87.64% reaching approximately $219.98 billion by 2030 [5]. - The article emphasizes that quantum computing could address the increasing demand for computational power in the AI era, providing a new paradigm for computational supply [5]. Group 3: Quantum Computing Industry Chain - The upstream of the quantum computing industry chain includes dilution refrigerators, measurement and control systems, and quantum chips, which collectively account for about 86% of the core segments [6]. - Domestic companies are accelerating innovation and domestic substitution in response to strict regulations on high-end measurement and control equipment in Europe and the U.S. [6]. - The article notes that the application market for quantum computing in fields such as financial risk control, biomedicine, and chemical material design is expected to exceed $100 billion in the next decade [6].
远江盛邦安全科技集团股份有限公司 2025年年度业绩预告
Zheng Quan Ri Bao· 2026-01-29 23:05
证券代码:688651 证券简称:盛邦安全 公告编号:2026-002 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。 一、本期业绩预告情况 (一)业绩预告期间 (3)归属于母公司所有者的扣除非经常性损益的净利润为-5,800万元到-4,300万元,与上年同期相比, 将减少5,079.31万元到3,579.31万元。 2025年1月1日至2025年12月31日。 (二)业绩预告情况 (1)经财务部门初步测算,预计远江盛邦安全科技集团股份有限公司(以下简称"公司")2025年年度 实现营业收入29,500万元至32,000万元,较上年度同比增加0.50%至9.02%。 (2)预计2025年年度实现归属于母公司所有者的净利润为-5,000万元到-3,500万元,与上年同期相比,将 减少5,162.85万元至3,662.85万元,由盈转亏。 (三)本次业绩预告未经注册会计师审计。 二、上年同期业绩情况和财务状况 (一)利润总额为-400.54万元,归属于母公司所有者的净利润为162.85万元,归属于母公司所有者的扣 除非经常性损 ...
盛邦安全发预亏,预计2025年归母净亏损3500万元-5000万元
Zhi Tong Cai Jing· 2026-01-29 09:00
盛邦安全(688651.SH)发布公告,公司预计2025年年度实现归属于母公司所有者的净利润为-5000万元 到-3500万元,与上年同期相比,将减少5,162.85万元至3,662.85万元,由盈转亏。 ...
盛邦安全(688651.SH)发预亏,预计2025年归母净亏损3500万元-5000万元
智通财经网· 2026-01-29 08:58
智通财经APP讯,盛邦安全(688651.SH)发布公告,公司预计2025年年度实现归属于母公司所有者的净 利润为-5000万元到-3500万元,与上年同期相比,将减少5,162.85万元至3,662.85万元,由盈转亏。 ...
盛邦安全(688651) - 2025 Q4 - 年度业绩预告
2026-01-29 07:50
证券代码:688651 证券简称:盛邦安全 公告编号:2026-002 (一)业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 (二)业绩预告情况 (1)经财务部门初步测算,预计远江盛邦安全科技集团股份有限公司(以 下简称"公司")2025 年年度实现营业收入 29,500 万元至 32,000 万元,较上 年度同比增加 0.50%至 9.02%。 (2)预计 2025 年年度实现归属于母公司所有者的净利润为-5,000 万元 到-3,500 万元,与上年同期相比,将减少 5,162.85 万元至 3,662.85 万元,由 盈转亏。 (3)归属于母公司所有者的扣除非经常性损益的净利润为-5,800 万元到- 4,300 万元,与上年同期相比,将减少 5,079.31 万元到 3,579.31 万元。 (三)本次业绩预告未经注册会计师审计。 远江盛邦安全科技集团股份有限公司 2025 年年度业绩预告 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。 一、本期业绩预告情况 报告期内,公司执行"聚 ...
盛邦安全:2025年预亏3500万元到5000万元
Ge Long Hui· 2026-01-29 07:49
本期业绩变化的主要原因:报告期内,公司执行"聚焦行业、狠抓交付、组织升级"战略,聚焦重点行业 和重点战略区域,持续提升产品竞争力和交付能力、提升品牌影响力、完善销售体系建设,从而继续保 持较高的投入。报告期内,公司利润水平受到多方面因素的综合影响:一是公司继续加大研发投入、完 善市场布局,推动本期研发和销售费用上升。二是受销售结构变化影响,本期营业成本同比增加。三是 公司部分客户结算和付款周期拉长,应收账款坏账准备增加较多。 格隆汇1月29日丨盛邦安全(688651.SH)公布,经财务部门初步测算,预计公司2025年年度实现营业收入 2.95亿元至3.2亿元,较上年度同比增加0.50%至9.02%。预计2025年年度实现归属于母公司所有者的净 利润为-5000万元到-3500万元,与上年同期相比,将减少5162.85万元至3662.85万元,由盈转亏。归属于 母公司所有者的扣除非经常性损益的净利润为-5800万元到4300万元,与上年同期相比,将减少5079.31 万元到3579.31万元。 ...
盛邦安全:预计2025年净利润为亏损3500万元-5000万元
Xin Lang Cai Jing· 2026-01-29 07:47
盛邦安全公告,预计2025年年度实现归属于母公司所有者的净利润为亏损5000万元到3500万元,与上年 同期相比,将减少5162.85万元到3662.85万元,由盈转亏。报告期内,公司继续加大研发投入、完善市 场布局,推动本期研发和销售费用上升。受销售结构变化影响,本期营业成本同比增加。公司部分客户 结算和付款周期拉长,应收账款坏账准备增加较多。 ...
盛邦安全:预计2025年全年净亏损3500万元—5000万元
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-29 07:45
南财智讯1月29日电,盛邦安全发布年度业绩预告,预计2025年全年归属于上市公司股东的净利润 为-3500万元至-5000万元,由盈转亏;预计2025年全年归属于上市公司股东的扣除非经常性损益的净利 润为-5800万元至-4300万元。报告期内,公司执行"聚焦行业、狠抓交付、组织升级"战略,聚焦重点行 业和重点战略区域,持续提升产品竞争力和交付能力、提升品牌影响力、完善销售体系建设,从而继续 保持较高的投入。报告期内,公司利润水平受到多方面因素的综合影响:一是公司继续加大研发投入、 完善市场布局,推动本期研发和销售费用上升。二是受销售结构变化影响,本期营业成本同比增加。三 是公司部分客户结算和付款周期拉长,应收账款坏账准备增加较多。 ...
盛邦安全股价涨5.06%,长城基金旗下1只基金位居十大流通股东,持有170万股浮盈赚取425万元
Xin Lang Cai Jing· 2026-01-21 05:30
Group 1 - The core viewpoint of the news is that Shengbang Security has seen a stock price increase of 5.06%, reaching 51.89 CNY per share, with a trading volume of 112 million CNY and a turnover rate of 6.90%, resulting in a total market capitalization of 3.912 billion CNY [1] - Shengbang Security Technology Group Co., Ltd. is based in Haidian District, Beijing, and was established on December 7, 2010, with its IPO on July 26, 2023. The company specializes in the research, production, sales, and provision of professional information security services [1] - The main revenue composition of Shengbang Security includes 77.56% from cybersecurity products and services, 16.23% from cyberspace mapping, 6.11% from satellite internet security, and 0.09% from other sources [1] Group 2 - Among the top circulating shareholders of Shengbang Security, Changcheng Fund's Changcheng Jiujia Innovation Growth Mixed A (004666) increased its holdings by 200,000 shares in the third quarter, totaling 1.7 million shares, which represents 5.24% of the circulating shares [2] - The estimated floating profit for Changcheng Jiujia Innovation Growth Mixed A (004666) today is approximately 4.25 million CNY. The fund was established on July 5, 2017, with a current scale of 1.974 billion CNY, and has achieved a year-to-date return of 7.16%, ranking 2245 out of 8844 in its category [2] - Over the past year, the fund has achieved a return of 99.24%, ranking 140 out of 8091 in its category, and since its inception, it has delivered a return of 222.09% [2]
软件开发板块1月20日跌1.98%,盛邦安全领跌,主力资金净流出39.47亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-20 08:59
Market Overview - The software development sector experienced a decline of 1.98% on January 20, with Shengbang Security leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers included: - ST Lifang (300344) with a closing price of 0.80, up 19.40% on a trading volume of 287,400 shares and a transaction value of 22.42 million yuan [1] - Puyuan Information (688118) closed at 33.40, up 5.36% with a transaction value of 351 million yuan [1] - ST Guohua (000004) closed at 11.45, up 4.95% with a transaction value of 72.73 million yuan [1] - Major decliners included: - Shengbang Security (688651) closed at 49.39, down 9.79% with a transaction value of 234 million yuan [2] - Shimu Information (002153) closed at 14.46, down 8.25% with a transaction value of 2.067 billion yuan [2] - Lais Information (688631) closed at 72.42, down 5.58% with a transaction value of 317 million yuan [2] Capital Flow - The software development sector saw a net outflow of 3.947 billion yuan from institutional investors, while retail investors experienced a net inflow of 2.089 billion yuan [2] - The capital flow for specific stocks showed: - Weining Health (300253) had a net inflow of 22.2 million yuan from institutional investors [3] - Xinghuan Technology (688031) had a net inflow of 85.53 million yuan from institutional investors but a net outflow of 52.38 million yuan from retail investors [3] - Jinxian Modern (300830) had a net inflow of 64.76 million yuan from institutional investors [3]