海能达量子通信合作引关注，股价小幅波动

Group 1 - Core viewpoint: Hainengda (002583) has attracted attention for its collaboration in the quantum communication field, partnering with China Telecom Quantum Group to integrate private network communication with quantum encryption technology, aligning with national quantum industry development goals [1] - The low-altitude economy policy is favorable for the industry, with a target to achieve low-altitude communication network coverage by 2027, which may benefit Hainengda as a low-altitude economy concept stock [1] Group 2 - Recent stock performance: Hainengda's stock price has shown slight fluctuations over the past 7 trading days, with a closing price of 10.90 yuan on February 12, down 0.73% from the previous day, and a trading volume of 1.07 billion yuan [2] - Financial performance: For the first three quarters of 2025, Hainengda reported revenue of 3.746 billion yuan, a year-on-year decrease of 10.26%, and a net profit attributable to shareholders of 186 million yuan, down 26.00% year-on-year, primarily due to increased sales and R&D expenses [3] - Institutional views: Analysts maintain a neutral rating on Hainengda, with two institutions issuing buy ratings in the past 90 days; net profit is projected to grow by 108.38% year-on-year in 2025, although the current TTM price-to-earnings ratio is negative, indicating performance pressure [4]