【私募调研记录】世诚投资调研国盾量子

Group 1 - The core viewpoint of the news is that Shicheng Investment has conducted research on Guodun Quantum, which is involved in quantum communication, computing, and measurement [1] - Guodun Quantum utilizes quantum physics principles to generate unbreakable keys for secure communication, integrating with classical information security technologies [1] - The company offers three business models: quantum secure communication infrastructure, quantum security platforms and solutions, and quantum security services [1] Group 2 - Guodun Quantum's quantum computers are primarily used for research, with clients including higher research institutions and supercomputing centers, having delivered multiple quantum computers priced from tens of millions to over a hundred million, depending on performance [1] - The company collaborates with the University of Science and Technology to promote the commercialization of quantum computing technology [1] - The quantum precision measurement business is developing well, achieving domestic substitution with last year's revenue exceeding 30 million [1] Group 3 - The quantum secure communication market is relatively mature, while quantum computing requires significant research investment, and quantum measurement has broad application prospects [1]