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量子科技相关利好汇总!技术突破政策加码齐落地,产业国产化与商业化双轨加速前行
Xin Lang Cai Jing· 2026-02-09 10:09
Group 1 - Zhongke Shuguang, based in Beijing, is a leading enterprise in high-performance computing, cloud computing, and big data, with a comprehensive self-developed technology system in computing infrastructure [1][29] - The company collaborates with top research institutions to develop quantum computing supporting technologies and has launched dedicated computing infrastructure for quantum computing [1][29] - Future prospects include becoming a core service provider for quantum computing industrialization, leveraging national computing network construction and quantum technology policies [1][29] Group 2 - iFlytek, located in Hefei, is a leader in intelligent voice and AI, focusing on the integration of quantum computing and AI applications [2][30] - The company aims to optimize AI model training efficiency using quantum computing's parallel processing advantages and explores quantum algorithms in various fields [2][30] - Future developments may lead to differentiated advantages in quantum intelligent interaction and optimization algorithms [2][30] Group 3 - Hengtong Optic-Electric, based in Suzhou, is a global leader in optical communication and energy interconnection, with a significant market share in quantum communication [3][31] - The company has developed quantum key distribution (QKD) equipment and has a market share of over 40% in quantum optical cables [3][31] - Future strategies include enhancing core devices and exploring the integration of quantum communication with marine communication [3][31] Group 4 - Aerospace Electronics, located in Beijing, is a core enterprise in aerospace electronic information, focusing on quantum sensing and navigation technologies [4][32] - The company develops high-precision aerospace sensors based on quantum effects and supports the construction of space-based quantum communication networks [4][32] - Future advancements may position the company as a key supplier in aerospace quantum technology applications [4][32] Group 5 - Zhongtian Technology, based in Nantong, specializes in optical cables and renewable energy, focusing on the infrastructure for quantum key distribution networks [5][34] - The company collaborates with other quantum technology firms to provide supporting equipment for quantum communication systems [5][34] - Future efforts may include the development of specialized optical devices and solutions for quantum communication [5][34] Group 6 - Huagong Technology, located in Wuhan, is a leader in laser processing and optoelectronic devices, focusing on core optical devices needed for quantum communication [6][35] - The company aims to become a key supplier of quantum communication components and explore quantum sensing technology applications [6][35] - Future developments may enhance the company's position in the quantum communication market [6][35] Group 7 - China West Electric, based in Xi'an, focuses on quantum sensing technology applications in power systems, developing high-precision monitoring sensors [7][36] - The company aims to enhance the stability and intelligence of power systems through quantum sensing technology [7][36] - Future strategies may solidify the company's core advantages in quantum monitoring and precision measurement [7][36] Group 8 - AVIC Optoelectronics, located in Luoyang, specializes in high-precision connectors and optoelectronic components for quantum communication and computing [8][37] - The company aims to support the miniaturization and integration of quantum devices through its advanced manufacturing capabilities [8][37] - Future developments may expand the company's role in the quantum technology supply chain [8][37] Group 9 - Southern Power Grid Digital, based in Guangzhou, focuses on digital power grid solutions and quantum key distribution technology in power systems [9][38] - The company aims to establish a quantum security protection system for critical power infrastructure [9][38] - Future initiatives may position the company as a benchmark in quantum security applications within the power industry [9][38] Group 10 - China Great Wall, located in Beijing, is a leader in self-controlled computing and information security, focusing on post-quantum cryptography [10][39] - The company develops solutions to ensure information system security in the quantum computing era [10][39] - Future advancements may enhance the company's offerings in quantum security solutions [10][39] Group 11 - Kehua Data, based in Xiamen, specializes in data center infrastructure and energy management, providing power solutions for quantum computing facilities [11][41] - The company aims to become a core supplier for quantum computing infrastructure as the industry grows [11][41] - Future developments may optimize energy solutions for quantum computing centers [11][41] Group 12 - State Grid Information Communication, located in Beijing, focuses on digital power and information communication, exploring quantum key distribution in power networks [12][42] - The company aims to enhance the security of power communication networks through quantum technology [12][42] - Future strategies may solidify the company's role in promoting quantum communication applications in the power sector [12][42] Group 13 - Tiantong Co., based in Haining, specializes in magnetic materials and sapphire crystals, focusing on high-performance sapphire substrates for quantum computing [13][43] - The company aims to become a key supplier of materials essential for quantum chip manufacturing [13][43] - Future developments may expand the application of quantum materials in various quantum devices [13][43] Group 14 - Shenzhou Information, a leader in financial technology, focuses on quantum key distribution in the financial sector [14][44] - The company aims to build a quantum security financial service system to protect financial data [14][44] - Future initiatives may enhance the integration of quantum technology in financial services [14][44] Group 15 - Qiming Star, located in Beijing, is a leader in network security, focusing on the development of post-quantum cryptography technologies [15][45] - The company aims to provide comprehensive network security solutions to protect against quantum computing threats [15][45] - Future advancements may position the company as a core service provider in post-quantum security [15][45] Group 16 - Electric Science Network Security, based in Chengdu, focuses on quantum security technologies, including quantum key distribution and post-quantum cryptography [16][47] - The company aims to become a key player in quantum security for critical information infrastructure [16][47] - Future developments may enhance the company's capabilities in quantum security solutions [16][47] Group 17 - Keda Guokai, located in Hefei, focuses on the intersection of quantum computing and big data, developing algorithms for quantum data processing [17][48] - The company aims to accelerate the industrialization of quantum computing technologies [17][48] - Future initiatives may open new growth opportunities in the intelligent software industry [17][48] Group 18 - Guangdong Measurement, based in Guangzhou, specializes in calibration and testing services for quantum technology products [18][49] - The company aims to ensure the measurement accuracy and stability of quantum devices [18][49] - Future developments may position the company as a core calibration service provider in the quantum technology sector [18][49] Group 19 - Dongxin Peace, located in Zhuhai, focuses on quantum key distribution technology for IoT security applications [19][50] - The company aims to enhance the security of IoT devices and data transmission through quantum technology [19][50] - Future initiatives may solidify the company's position in the quantum security market for IoT [19][50] Group 20 - Hengbao Co., based in Zhenjiang, specializes in smart cards and financial technology, focusing on quantum security in financial transactions [20][51] - The company aims to develop quantum secure payment systems to protect financial data [20][51] - Future developments may enhance the company's offerings in quantum security applications within the financial sector [20][51] Group 21 - Datang Telecom, located in Beijing, focuses on integrated circuit design and quantum communication chip development [21][52] - The company aims to support the miniaturization and integration of quantum devices through specialized chips [21][52] - Future advancements may position the company as a key supplier in the quantum chip market [21][52] Group 22 - Guomin Technology, based in Shenzhen, focuses on post-quantum cryptography for security chips in various industries [22][54] - The company aims to ensure the security of devices and data in the quantum computing era [22][54] - Future developments may enhance the company's capabilities in the quantum security chip market [22][54]
中航光电:公司正在进行年度报表的编制准备工作
Zheng Quan Ri Bao Wang· 2026-02-05 06:46
Core Viewpoint - The company is currently preparing its annual report and is in the process of finalizing its full-year performance, with relevant business information to be confirmed in the annual report [1] Group 1 - The company, AVIC Optoelectronics (002179), is responding to investor inquiries regarding its annual report preparation [1] - The company's full-year performance is still being verified, indicating that the final results are not yet available [1] - Investors are advised to refer to the company's annual report for accurate business information [1]
中航光电:截至2026年1月30日股东户数170024户
Zheng Quan Ri Bao· 2026-02-04 13:41
Group 1 - The core point of the article is that as of January 30, 2026, the number of shareholders for AVIC Optoelectronics is reported to be 170,024 [2]
中航光电(002179) - 2026年第二次临时股东会决议公告
2026-02-04 12:00
(一)会议召开情况 证券代码:002179 证券简称:中航光电 公告编号:2026-011号 中航光电科技股份有限公司 2026年第二次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 特别提示 1.本次股东会未出现否决议案的情况; 2.本次股东会未涉及变更以往股东会决议。 一、会议召开和出席情况 1.召开时间: 现场会议时间:2026 年 02 月 04 日(星期三)上午 9:30 网络投票时间:通过深圳证券交易所交易系统投票的时间为 2026 年 02 月 04 日的交易时间,即 9:15-9:25,9:30-11:30 和 13:00-15:00;通过深圳证券交易 所互联网投票系统投票的时间为 2026 年 02 月 04 日 9:15-15:00。 2.现场会议召开地点:中国(河南)自由贸易试验区洛阳片区浅井南路 6 号 中航光电科技股份有限公司会议室 3.会议表决方式:现场记名投票与网络投票相结合 4.召集人:公司董事会 5.主持人:董事长李森先生 现场出席股东会的股东及股东代表 2 人,代表股份 779,036,547 股,占公司 ...
中航光电(002179) - 北京市金杜律师事务所关于中航光电科技股份有限公司2026 年第二次临时股东会之法律意见书
2026-02-04 12:00
北京市金杜律师事务所 关于中航光电科技股份有限公司 2026 年第二次临时股东会之法律意见书 致:中航光电科技股份有限公司 北京市金杜律师事务所(以下简称本所)接受中航光电科技股份有限公司 (以下简称公司)委托,根据《中华人民共和国证券法》(以下简称《证券法》)、 《中华人民共和国公司法》(以下简称《公司法》)、中国证券监督管理委员会《上 市公司股东会规则》(以下简称《股东会规则》)等中华人民共和国境内(以下 简称中国境内,为本法律意见书之目的,不包括中国香港特别行政区、中国澳 门特别行政区和中国台湾省)现行有效的法律、行政法规、规章和规范性文件 和现行有效的《中航光电科技股份有限公司章程》(以下简称《公司章程》)有 关规定,指派律师出席了公司于 2026 年 2 月 4 日召开的公司 2026 年第二次临 时股东会(以下简称本次股东会),并就本次股东会相关事项出具本法律意见书。 为出具本法律意见书,本所律师审查了公司提供的以下文件,包括但不限 于: 1. 经公司 2026 年第一次临时股东会审议通过的《公司章程》; 2. 公司 2026 年 1 月 20 日刊登于《中国证券报》《证券时报》、巨潮资 讯网及深 ...
中航光电涨2.00%,成交额3.18亿元,主力资金净流入2930.47万元
Xin Lang Cai Jing· 2026-02-03 02:29
Core Viewpoint - The stock of AVIC Optoelectronics has shown fluctuations with a recent increase of 2.00%, while the company faces a decline in stock price year-to-date and over various trading periods [1][2]. Financial Performance - For the period from January to September 2025, AVIC Optoelectronics reported a revenue of 15.838 billion yuan, reflecting a year-on-year growth of 12.36%. However, the net profit attributable to shareholders decreased by 30.89% to 1.737 billion yuan [2]. - The company has distributed a total of 5.653 billion yuan in dividends since its A-share listing, with 3.863 billion yuan distributed over the past three years [3]. Stock and Shareholder Information - As of January 30, 2025, the number of shareholders for AVIC Optoelectronics reached 170,000, an increase of 3.80% from the previous period. The average number of tradable shares per shareholder decreased by 3.66% to 12,337 shares [2]. - The top ten circulating shareholders include notable funds such as the Fortune China Securities Military Industry Leader ETF, which increased its holdings by 4.2708 million shares [3]. Market Activity - The stock price of AVIC Optoelectronics is currently at 34.67 yuan per share, with a market capitalization of 73.440 billion yuan. The trading volume reached 318 million yuan, with a turnover rate of 0.44% [1]. - The stock has experienced a decline of 2.17% year-to-date, with a 3.35% drop over the last five trading days and a 6.88% decrease over the last 20 days [1].
中航光电:关于以集中竞价交易方式回购公司股份的进展公告
Zheng Quan Ri Bao Zhi Sheng· 2026-02-02 14:17
Group 1 - The core point of the article is that AVIC Optoelectronics announced a stock buyback, having repurchased a total of 4,070,070 shares, which represents approximately 0.1921% of the company's total share capital as of January 31, 2026 [1]
中航光电:截至上月末累计回购1.50亿元股份
Xin Lang Cai Jing· 2026-02-02 10:21
Core Viewpoint - The company announced a share repurchase plan with a budget of 150 to 200 million yuan, adjusting the maximum repurchase price to 50.14 yuan per share due to equity distribution changes [1] Group 1: Share Repurchase Details - The company plans to repurchase shares through centralized bidding [1] - The total amount spent on share repurchase so far is 150 million yuan (excluding transaction fees) [1] - As of the end of January 2026, the company has repurchased a total of 4,070,070 shares, accounting for approximately 0.1921% of the total share capital [1] Group 2: Price and Transaction Information - The highest transaction price for the repurchased shares was 38.04 yuan per share, while the lowest was 34.90 yuan per share [1] - The funds for the repurchase are sourced from the company's own funds, and the repurchase complies with regulations [1]
中航光电(002179) - 关于以集中竞价交易方式回购公司股份的进展公告
2026-02-02 10:16
证券代码:002179 证券简称:中航光电 公告编号:2026-010号 中航光电科技股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 中航光电科技股份有限公司(以下简称"公司")2025年4月28日召开的第七 届董事会第十七次会议、第七届监事会第十四次会议审议通过《关于以集中竞价方 式回购公司股份的议案》,同意公司使用自有资金或自筹资金通过深圳证券交易所 交易系统以集中竞价交易方式对公司股份进行回购,回购资金总额为不超过人民币 3亿元(含),不低于人民币1.5亿元(含),回购股份价格不超过50.94元/股(含), 回购股份的实施期限为自董事会审议通过本次回购方案之日起不超过12个月。具体 内容详见公司2025年4月29日披露于《中国证券报》《证券时报》和巨潮资讯网 (www.cninfo.com.cn)的《关于以集中竞价交易方式回购公司股份方案的公告暨回 购报告书》(公告编号:2025-025号)。 本次回购符合法律法规、规范性文件的有关规定及公司股份回购方案的要求。 二、其他说明 公司回购股份的时间 ...
中航光电:公司专业从事中高端光、电、流体连接技术与产品的研究与开发
Zheng Quan Ri Bao Zhi Sheng· 2026-02-02 09:10
Core Viewpoint - The company specializes in the research and development of mid-to-high-end optical, electrical, and fluid connection technologies and products, primarily serving the aerospace, defense, and high-end manufacturing sectors [1] Group 1: Company Overview - The company has developed over 500 series and more than 350,000 varieties of connection products [1] - Main products include optical, electrical, and fluid connectors, optoelectronic devices, cable assemblies, and integrated devices [1]