量子科技专题系列三：科技平权的下一站：量子计算

Core Insights - Quantum computing is emerging as the next technological frontier, attracting significant attention from both China and the United States, with a shift from "Western dominance" to "multipolar competition" in global tech power dynamics [2][3] - Microsoft achieved a milestone in quantum supercomputing by launching the world's first topology-based quantum chip in February 2025, which is expected to accelerate the development of practical quantum computers [2][6][8] - NVIDIA has established the first "Quantum Day" on March 20, 2025, to enhance collaboration with partners and advance quantum computing technology, featuring discussions with major quantum tech companies [2][12][13] - The Chinese government has emphasized quantum technology in its 2025 work report, highlighting the establishment of a growth mechanism for future industries, including quantum technology [2][14][18] - Investment recommendations suggest focusing on companies like Guodun Quantum, which is fully engaged in quantum information technology, and ZhiTe New Materials and Hexin Instruments, which are extending their businesses into quantum technology [2][19] Industry Overview - The quantum technology industry is currently in the research and exploration phase, requiring multi-party participation for supply chain and technology development [2][19] - As of March 4, 2025, there are approximately 85,600 quantum computing-related companies in China, reflecting a tenfold increase since 2020, driven by government support [2][18] - The report outlines several companies involved in quantum technology, including their market capitalizations and recent performance metrics, indicating a growing interest and investment in this sector [2][20]