量子通信风口崛起，海能达已提前布局卡位

Core Insights - Quantum technology is recognized as a strategic technology with significant national importance, receiving strong policy support and investment, which enhances the development of quantum communication and its practical applications [1][4]. Industry Overview - The quantum communication sector is experiencing increased research and development investment, leading to a more complete industrial ecosystem and a collaborative development model among academia, industry, and government [1][4]. - The national policy environment is favorable for companies looking to enter the quantum technology field, providing ample opportunities for growth and innovation [1][4]. Company Collaboration - HaiNengDa, a leading company in the private network communication sector, has over 30 years of technological experience and a global market presence, aligning its focus with national policy by integrating private network communication with quantum encryption technology [1][4]. - In June 2023, HaiNengDa signed a strategic cooperation agreement with China Telecom Quantum Group, and further discussions in March 2024 aimed to leverage each company's strengths in product development, particularly in intercom and platform systems [1][4]. Technological Advancements - China Telecom Quantum Group is a key player in the domestic quantum technology field, possessing a full-chain advantage in equipment manufacturing, network operation, and application services, which enhances the collaboration with HaiNengDa [2][5]. - The partnership aims to quickly penetrate the quantum encryption communication market, creating a unique competitive advantage and technological barrier [2][5]. Practical Applications - HaiNengDa's quantum communication encryption technology has been successfully applied in significant events, such as the 2025 commemoration of the 80th anniversary of the victory in the Chinese People's War of Resistance Against Japanese Aggression, providing an "unbreakable" security barrier for critical communications [2][5]. - The focus on developing quantum encryption intercom terminals and platform systems is tailored to meet the high-security communication needs of sectors like government, public security, and emergency services, thereby enhancing overall communication security [6].