【大涨解读】量子科技：诺贝尔奖也来加持，国内外量子技术催化不断，还有望成为十五五重点规划项目之一

Core Viewpoint - The quantum technology sector experienced a significant surge on October 15, with multiple companies seeing substantial stock price increases, indicating a growing interest and investment in this field [1][2]. Company Summaries - Geer Software (603232.SS): Stock price reached 16.39, up by 10.00%. The company is involved in quantum cryptography technology research and application in various sectors, including government and finance [2]. - Hexin Instruments (688622.SS): Stock price reached 134.90, up by 12.34%. The company plans to acquire control of a firm specializing in ultra-low temperature signal measurement, with applications in superconducting quantum computing [2]. - GuoDun Quantum (688027.SS): Stock price reached 422.37, up by 6.39%. The company holds a leading position in quantum computing technologies and has a robust capability for rapid transformation of research into engineering applications [2]. - Jida Zhengyuan (003029.SZ): Stock price reached 25.71, up by 5.80%. The company has made progress in quantum-resistant algorithms, particularly in quantum signature algorithms [2]. - Keda Guochuang (300520.SZ): Stock price reached 27.39, up by 3.48%. The company is actively promoting the development and application of quantum computing technologies through investments and R&D [2]. Industry Developments - On October 13, JPMorgan announced plans to invest up to $10 billion in quantum computing and 26 other strategic technology sectors, leading to a rise in U.S. quantum computing stocks [3]. - On October 12, China Mobile showcased its advancements in quantum communication at a technology innovation forum, highlighting ongoing research and development in the field [3]. - The Nobel Prize in Physics was awarded on October 7 to three physicists for their contributions to quantum mechanics, further emphasizing the importance of this field [3]. - The Chinese Ministry of Industry and Information Technology emphasized the importance of emerging industries, including quantum information, during a speech at the China International Industry Fair on September 23 [3]. - A technology prosperity agreement was signed between the U.S. and the U.K. on September 16, aimed at accelerating advancements in AI infrastructure and next-generation quantum computing [3]. Institutional Insights - As China enters its 15th Five-Year Plan, sectors like AI, quantum computing, and commercial aerospace are expected to become significant investment opportunities over the next 5-10 years [5]. - The quantum computing industry is at a critical juncture, transitioning from laboratory research to industrial applications, with expectations of large-scale applications by 2027-2029 [5]. - The global quantum computing market is projected to reach $5.037 billion in 2024, growing by 7.46% from 2023, with significant growth expected to continue through 2030 [5].