量子科技股集体走强，企查查：量子计算相关企业近10万家

Core Insights - The A-share market has seen a significant rise in quantum technology stocks, with notable gains from companies such as Fujitsu, GuoDun Quantum, and others following the release of the "14th Five-Year Plan" which emphasizes the development of quantum technology as a new economic growth point [1] Industry Overview - The global quantum technology market is projected to exceed $6.1 billion by 2025, with China's market expected to reach 11.56 billion yuan, reflecting a compound annual growth rate (CAGR) of over 30% [1] - Quantum computing is recognized as one of the most disruptive frontier technologies, currently in the early stages of technical breakthroughs, with substantial advancements anticipated in the next 5 to 10 years [1] Company Registration Trends - As of October 29, 2023, there are 96,000 existing quantum computing-related enterprises in China, with over 50% located in the South and East China regions, particularly in South China, which accounts for 26.9% [2][14] - The registration of quantum computing companies has surged since 2021, with the annual registration volume exceeding ten times that of 2020, reaching 19,800 in 2021. By October 29, 2023, the number of registered companies has increased by 9% compared to the same period in 2024, totaling 22,100 [2][6] Regional Distribution - The majority of quantum computing enterprises are concentrated in South and East China, which together account for over 50% of the total, with North and Central China holding 15.2% and 12.1% respectively, while Northeast China has a relatively small share at 2.8% [14]