Zhi Tong Cai Jing·2026-01-07 02:47Group 1 - The core viewpoint of the report emphasizes that the quantum technology industry is transitioning from laboratory research to industrial application, with current investments focusing on high technical barriers and clear commercialization paths in upstream core components and midstream system integration [1] - The National Development and Reform Commission (NDRC) aims to promote quantum technology and sixth-generation mobile communication as new economic growth points [2] Group 2 - Quantum technology, based on the principles of quantum mechanics, enables breakthroughs in information processing, transmission, and measurement, distinguishing itself from traditional technologies that rely on classical physics [3] - The global quantum technology industry is projected to reach a total scale of $8 billion by 2024, with North America accounting for 31.45%, Europe for 26.91%, China for 24.03%, and the Asia-Pacific region (excluding China) for 12.74% [4] - By 2035, the global quantum industry scale is expected to reach $908.91 billion, with quantum computing alone projected to reach $807.75 billion, indicating significant future market potential [4] Group 3 - Investment recommendations include focusing on companies such as Guodun Quantum, Hexin Instruments, and IonQ, which are positioned to benefit from the growth in the quantum technology sector [5]