量子计算系列研究2：行业简评：量子计算新突破，“祖冲之三号”再破记录

Investment Rating - The industry investment rating is "Overweight (Maintain)" [2] Core Insights - The recent achievement of the "Zuchongzhi No. 3" quantum computing prototype, which operates at 105 qubits, demonstrates a processing speed that is 10 trillion times faster than the current fastest supercomputer, solidifying China's leading position in superconducting quantum computing [2][3] - The Chinese team has surpassed Google's "Sycamore" processor, which operates at 67 qubits and is only 1 billion times faster than supercomputers, by a factor of 100 million [3] - The Chinese government is actively supporting quantum technology development, with plans to establish a "carrier-level" national venture capital fund focusing on cutting-edge fields like quantum technology [3] Summary by Sections Industry Overview - The global quantum computing landscape is shifting from a "follower" to a "leader" position for China, as it is currently the only country achieving quantum supremacy in both photonic and superconducting technologies [3] Technological Advancements - The "Zuchongzhi No. 3" has achieved the first stage of quantum computing development (quantum supremacy) and is paving the way for the second stage (application of dedicated quantum simulators) [3] Investment Recommendations - Recommended companies to watch include: Guandun Quantum, Keda Guokai, Shenzhou Information, Sanwei Xinan, Jida Zhengyuan, Tianrongxin, Geer Software, Guangxun Technology, Fudan Fuhua, Hexin Instruments, Guoxin Technology, and Dahao Technology [4]