Core Insights - The global quantum computing market is expected to grow from $5 billion in 2024 to over $800 billion by 2035, with a CAGR exceeding 55% [1][3] - Quantum computing is positioned to overcome the limitations faced by classical computing, providing significant computational breakthroughs in complex fields such as finance, biopharmaceuticals, and materials engineering [1][2] Industry Developments - Major economies are incorporating quantum information technology into their national strategies, with the U.S. increasing funding by $2.7 billion for the National Quantum Initiative Act (2025-2029), and similar initiatives from the EU and Japan [2] - China has prioritized quantum technology in its national plans since the 13th Five-Year Plan, shifting focus from research breakthroughs to engineering and commercial applications in the 14th Five-Year Plan [2] Market Dynamics - The quantum computing industry chain is entering a rapid growth phase, with synchronous breakthroughs across various segments and increasing synergy effects [3] - There is significant potential for domestic substitution in upstream key equipment such as dilution refrigerators and measurement control systems, while the midstream ecosystem of complete machines and software algorithms is gradually improving [3] Investment Opportunities - Recommended companies to watch include Western Superconducting Technologies (688122.SH) and Dingyang Technology (688118.SH), with other relevant companies in the industry chain such as Hexin Instruments (688622.SH), Guosheng Quantum (688027.SH), Zhongtai Co., Ltd. (300435.SZ), and Fujida (920640.BJ) [4]
中金：量子计算正处商业落地关键拐点 核心设备厂商将迎战略机遇期
智通财经网·2025-11-05 08:12