SIASUN(SZ:300024) Guan Cha Zhe Wang·2026-01-28 02:20Core Insights - Quantum technology is emerging as a core potential area in the new wave of technological revolution, especially in the context of AI advancements and global tech competition [1][2] - The development of quantum technology is strategically significant, with key milestones such as the United Nations designating 2025 as the "Year of Quantum Technology" and China's 14th Five-Year Plan prioritizing quantum technology as a leading industry [2][3] Group 1: Quantum Technology Directions - Quantum technology has three main directions: quantum computing, quantum communication and cryptography, and quantum sensing and precision measurement [3][14] - Quantum computing is seen as a long-term goal, akin to the pursuit of controlled nuclear fusion, representing humanity's quest for "almost limitless computing power" [4][5] - Quantum communication and cryptography are already impacting daily life with mature technologies being implemented, highlighting their immediate application value [7][12] Group 2: Challenges and Opportunities - The current challenge in quantum computing is the resource-intensive nature of maintaining logical qubits, with a ratio of approximately 1000 physical qubits needed to maintain one logical qubit [4][7] - The recent incident involving the theft of significant Bitcoin assets through compromised private keys underscores the urgent need for true randomness in cryptographic systems, which quantum technology can address [12][13] - Quantum random number generation technology is already mature and can be applied on a large scale, promising significant upgrades in financial security [13] Group 3: Future Implications - Quantum sensing and precision measurement technologies, such as atomic clocks and quantum navigation systems, are poised to revolutionize navigation and measurement accuracy, especially in competitive scenarios between nations [15][17] - The integration of quantum sensors into robotics and AI systems is essential for enhancing their capabilities in complex environments, emphasizing the importance of quantum communication for security [17][18] - Overall, in the AI era, quantum computing remains a distant dream, while quantum communication and sensing are expanding the boundaries of data security and intelligent perception [17]