软件与服务：产业端催化不断，量子科技或将加速推进

Investment Rating - The report maintains a "Positive" investment rating for the quantum technology industry [5]. Core Insights - Recent developments in the quantum technology sector indicate a rapid acceleration in commercialization, with significant activities from both domestic and international players [2][6]. - IonQ, a leader in the quantum computing industry, has announced multiple partnerships to integrate quantum solutions into various sectors, including a collaboration with Ansys to target the $10 billion computer-aided engineering market [5][6]. - The first Chinese quantum computing company, Benyuan Quantum Computing Technology, has successfully exported its quantum computing capabilities, showcasing China's advancement in quantum technology [6][7]. Summary by Sections Industry Developments - The quantum technology industry is experiencing continuous catalytic developments, with IonQ's strategic partnerships and Benyuan's international sales marking significant milestones [5][6]. - The commercialization of quantum technology is entering a new phase, potentially driving growth across the entire quantum technology supply chain, including core components and applications [7]. Market Opportunities - The report suggests focusing on leading companies in quantum computing and quantum communication as key investment opportunities within the quantum technology sector [7].