Industry Insights - Shanghai Municipal Economic and Information Technology Commission has issued the "Shanghai Intelligent Terminal Industry High-Quality Development Action Plan (2026-2027)" to accelerate future terminal research and development, focusing on next-generation mobile communication, quantum computing, and photonic computing [1] - The plan includes advanced wireless communication, new network architecture, and integrated space-ground technology research, aiming for breakthroughs in quantum computing algorithms and applications in vertical industries [1] - Quantum computing is positioned as a key driver of future global technological transformation, with domestic companies having a relatively leading position in technology, products, and market layout in the quantum frontier technology field [1] Company Developments - Keda Guokuan has strategically invested in high-quality quantum technology enterprises and is actively promoting collaboration in quantum software, leveraging its advantages in industry-academia-research integration [2] - GuoDun Quantum is recognized as a domestic leader in quantum technology, covering quantum communication, quantum computing, and quantum precision measurement. It is the first publicly listed quantum technology company in China, with a significant revenue increase of 283.92% in quantum computing business due to breakthroughs in sales of quantum computing systems in the first half of 2025 [2]
上海市发文推动量子计算等前沿技术产业布局,龙头公司望享受量子技术加速突破红利