智通财经网·2025-08-29 01:53Core Viewpoint - The quantum computing industry in China is expected to rapidly expand due to the combined effects of US-China competition, policy emphasis, and equity cooperation, with a significant increase in orders and revenue for core companies indicating a turning point in the sector's prosperity [1] Group 1: Quantum Computing Landscape - Quantum computing is anticipated to break the computational bottleneck, with major companies like Google and IBM investing heavily and planning to increase the number of quantum bits to millions by around 2030 [2] - Superconducting technology is the mainstream route for quantum computers, accounting for 36% of the global market, with key players including IBM, Google, and domestic firms like GuoDun Quantum and Benyuan Quantum [2] Group 2: Market Dynamics and Growth Projections - The global quantum computing market is projected to grow from $5.04 billion in 2024 to $21.998 billion by 2030, with a CAGR of 87.64% [3] - The shift in major shareholders of GuoDun Quantum to China Telecom Quantum Group is expected to accelerate the commercialization of quantum computing in China [3] Group 3: Domestic Development and Policy Impact - The current landscape shows a tripartite competition among the US, China, and Europe, with market shares of 29.7%, 28.8%, and 25.3% respectively, and US restrictions on exporting quantum information technology to China [3] - Domestic quantum computing technology is increasingly aligning with international standards, supported by government policies emphasizing self-sufficiency in quantum technology [3] Group 4: Sector Performance and Investment Focus - The quantum computing sector is showing signs of a turning point, with significant revenue growth reported by key companies such as Liangxi Technology and GuoDun Quantum, with increases of 284% year-on-year [4] - The upstream segment, which includes critical hardware like dilution refrigerators and measurement control systems, constitutes 40% of the total market, indicating a focus for potential investment [4] - Domestic dilution refrigerators are achieving competitive performance levels, providing ultra-low temperature environments essential for quantum chips, while measurement control systems are capable of managing up to 1,000 quantum bits, aligning with international standards [4]