2024中国量子计算应用潜力洞察报告：势能无量，算沙抟空

Investment Rating - The report does not explicitly provide an investment rating for the quantum computing industry Core Insights - The quantum computing industry is transitioning from exploration to potential commercialization, with significant advancements in both hardware and software [3] - The Chinese government is increasingly focusing on quantum information technology as a strategic priority, with various policies supporting its development [10][11][12] - Investment in quantum computing is accelerating, with a notable increase in financing activities for related companies [18][19] - The industry is characterized by a diverse range of hardware technologies, including superconducting, ion trap, and photonic quantum computing [21][46] Summary by Sections 1. Six Perspectives on Quantum Computing Industry - Policy Perspective: Quantum information technology is recognized as a key area for national and local government strategic planning, with various policies promoting its development [10][11][12][16] - Investment Perspective: The quantum computing sector is becoming a new investment hotspot, with a surge in financing activities for related enterprises [18][19] - Technology Perspective: The number of patent applications in quantum computing is steadily increasing, indicating ongoing technological breakthroughs [23] - Academic Perspective: Research efforts in quantum computing are intensifying, with a focus on both theoretical studies and practical applications [26][27] - Industry Chain Perspective: The quantum computing industry chain is becoming more complete, covering all aspects from hardware to application exploration [30][33] - Enterprise Perspective: The number of quantum computing enterprises in China is increasing, supported by government policies and funding [34][35] 2. Insights into China's Quantum Computing Industry Chain Development - The industry chain includes upstream equipment, midstream quantum computers, and downstream applications, with a clear structure emerging [33][46] - Key hardware technologies are being developed, with superconducting technology attracting significant investment [21][33] 3. Commercialization Potential and Application Scenarios of Quantum Computing - Quantum computing has potential applications across various sectors, including finance, biomedicine, information security, logistics, and energy [3][42][46] - The integration of quantum computing with classical supercomputing is being explored to enhance computational efficiency [54]