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Core Insights - China is at the forefront of the quantum technology revolution, making significant advancements in quantum computing and communication [1] - Major achievements include the successful integration of China Telecom Quantum Group's "Tianyan" quantum computing cloud platform with the national supercomputing internet, and the performance of the "Zuchongzhi No. 3" quantum computer matching that of Google's latest quantum chip [1] - The number of quantum patents in China has surpassed that of any other country, highlighting its strong position in the quantum technology sector [1] - Historical trends indicate that breakthroughs in technology often lead to significant capital market growth, with quantum technology emerging as a new investment opportunity [1] Company Summaries - Electric Science Network Security (002268): A leader in the domestic network security sector, the company is researching quantum encryption technology, which is expected to find applications in critical areas such as finance and government, thus opening new growth avenues [3] - Zhejiang Oriental (600120): The company, through its subsidiary Zhejiang Shenzhou Quantum Communication Technology Co., is involved in national quantum communication projects, establishing a solid foundation for future market competition [3] - ZTE Corporation (000063): ZTE has launched the world's first quantum encryption transmission technology based on Optical Transport Network (OTN), achieving a key generation rate of 200 kbps, enhancing its competitiveness in the quantum communication field [4] - A Core Technology Company under State Grid: This company has made significant achievements in quantum technology applications and research, participating in quantum encryption technology for smart grids and national quantum security communication projects, indicating a unique competitive advantage and broad development prospects [4]