量子信息技术专题研究：量子技术蓬勃发展，长期成长空间广阔

Investment Rating - The report maintains a recommendation for investment in the quantum technology sector [6]. Core Insights - Quantum technology is rapidly developing, with significant potential to overcome the limitations of classical technologies, particularly in quantum communication, quantum computing, and quantum precision measurement [4][16]. - The global quantum computing industry is projected to grow from $4.7 billion in 2023 to $811.7 billion by 2035, indicating a robust growth trajectory [34]. - Quantum communication is the fastest area of practical application, with a well-formed industrial chain and significant contributions from major telecommunications companies [20][22]. Summary by Sections 1. Quantum Technology Development and Policy Drivers - Quantum technology encompasses quantum communication, quantum computing, and quantum precision measurement, which can significantly enhance information security, computational speed, and measurement accuracy [4][16]. - The global quantum communication and security market is expected to reach $56.08 billion by 2035, driven by advancements in quantum key distribution (QKD) and post-quantum cryptography (PQC) [22][21]. 2. Domestic Companies Actively Positioning for Growth - Guoyi Quantum focuses on advanced measurement technologies and provides high-quality products and services in quantum precision measurement [42]. - Benyuan Quantum is dedicated to building a self-controlled quantum computing ecosystem, developing quantum chips and software, and promoting industry applications [49]. - Geer Software is advancing in the field of post-quantum cryptography, offering integrated security solutions that combine quantum and classical cryptographic techniques [52]. - Jida Zhengyuan is engaged in the design and implementation of anti-quantum cryptography, contributing to the development of secure digital identity solutions [59]. 3. Quantum Communication - Quantum communication utilizes quantum bits for secure information exchange, with applications such as quantum key distribution and quantum teleportation [19][20]. - The industry chain for quantum communication is well-established, with upstream components including chips and detectors, and downstream applications spanning various industries [20]. 4. Quantum Computing - Quantum computing leverages quantum bits to perform complex calculations at unprecedented speeds, with significant implications for fields like cryptography and drug discovery [23][31]. - The industry is expected to see rapid growth, with specialized quantum computers anticipated to achieve performance breakthroughs by 2027 [34][31]. 5. Quantum Precision Measurement - Quantum precision measurement techniques are set to revolutionize fields such as navigation and medical diagnostics, with applications in quantum gyroscopes and atomic gravity sensors [36][38]. - The market for quantum precision measurement is projected to grow steadily, with a focus on technological innovation and standardization [40][41].