QuantumCTek(SH:688027) Xin Lang Cai Jing·2026-01-12 07:17Core Insights - The Ministry of Industry and Information Technology emphasizes focusing on quantum technology during the 14th Five-Year Plan, highlighting its significance in the new technological revolution and industrial transformation [1] Company and Industry Summary - GuoDun Quantum has a comprehensive layout in quantum communication, quantum computing, and quantum measurement, demonstrating scalable industrialization capabilities. In the first three quarters of 2025, the company's revenue increased by over 90% year-on-year, and the net profit attributable to shareholders showed a reduction in losses. The growth in the quantum computing sector was primarily driven by large orders, including the delivery of a 504-qubit superconducting quantum computer and a 200-qubit superconducting quantum computing device, both of which have completed acceptance [2] - The company focuses on the superconducting quantum computing technology route, with R&D investments concentrated on core hardware products that can quickly achieve sales conversion. In June 2025, it jointly developed the first domestic superconducting quantum computing measurement and control system designed for a thousand-qubit scale, which has been shipped, achieving a tenfold increase in integration compared to the previous generation. The company has also improved control precision and cost optimization through the domestic design of core components [2] - GuoDun Quantum collaborates deeply with research institutions like the University of Science and Technology of China to promote the marketization of cutting-edge technologies. In March 2025, it participated in the development of the "Zu Chongzhi No. 3" superconducting quantum computing prototype, which is six orders of magnitude ahead of Google's results from October 2024, showcasing the strongest advantages in the superconducting system [2] - Zhongke Shuguang collaborates with GuoDun Quantum to develop a quantum security cloud platform and establish a quantum computing laboratory. The independently developed Benyuan SL400 dilution refrigerator has received international orders for bulk export [3] - Keda Guokong holds shares in GuoDun Quantum, focusing on quantum precision measurement and computing, and is developing superconducting quantum chips and error correction technologies [3] - GuoXin Technology has launched a series of quantum security chips, modules, and anti-quantum password chip products, which have been adopted and sold by companies like China Telecom Quantum and Wentian Quantum, with applications in power and telecommunications sectors. In the first three quarters of 2025, R&D expenses accounted for 89.03% of revenue [3]