Koal(SH:603232) Zheng Quan Shi Bao Wang·2025-10-15 02:35Industry Overview - The quantum computing industry is currently experiencing a critical phase of technological breakthroughs, application exploration, and industry cultivation [1] - Domestic quantum computing development shows a positive trend with "hardware blooming in multiple areas, software tools complementing, and industry collaboration gaining momentum" [1] Market Growth - According to IDC, the global quantum computing technology market (including hardware, software, and service solutions) was valued at $1.1 billion in 2022 and is projected to grow to approximately $7.6 billion by 2027 [1] - The commercial year for quantum computing is expected to be 2030, with market demand exceeding $100 billion and an annual compound growth rate of 79.72% from 2022 to 2030 [1] Company Performance - On the 15th, quantum technology stocks surged, with HeXin Instruments rising over 17% to reach a new high, and Geer Software hitting the daily limit [1] - Other companies such as GuoDun Quantum and XinAn Century saw increases of over 8%, while KeDa GuoChuang rose over 5% [1] Competitive Position - According to ZhongHang Securities, global advancements in quantum technology are making quantum information a key driver of future technological transformation [1] - Domestic companies are positioned with relatively leading, comprehensive, and in-depth technology, products, and market layouts in the frontier of quantum technology, potentially benefiting from the rapid growth of this emerging industry [1]