量子科技行业深度报告：量子科技：超越经典，面向未来

Investment Rating - The report rates the quantum technology industry as "Positive" [1] Core Insights - Quantum computing aims to surpass traditional computing speeds for specific problems and eventually achieve universal quantum computing [3] - Quantum communication provides unconditional security through quantum key distribution, which has already reached initial commercialization [4] - Quantum precision measurement technologies are advancing, with market segments like quantum clocks and quantum gravity meters expected to exceed one billion dollars [5] Summary by Sections Quantum Computing - Quantum computing utilizes quantum bits (qubits) that can exist in superposition, allowing for parallel processing of multiple states simultaneously [16][22] - The main technical routes for quantum computers include ion traps, superconducting circuits, and photonic systems, each with its advantages and challenges [27] - The global landscape shows the U.S. leading in quantum computing, while China is making significant strides in midstream technology [29] Quantum Communication - Quantum key distribution (QKD) is a secure communication method that has achieved initial commercial viability, with a national quantum communication backbone network established in China [45] - Quantum teleportation, based on quantum entanglement, offers future possibilities for long-distance transmission of quantum states [48] Quantum Precision Measurement - Quantum precision measurement aims to achieve measurement accuracy beyond classical methods, leveraging quantum effects [54] - The market for quantum sensors, including quantum clocks and gravity meters, is projected to reach significant sizes by 2035, with expected revenues of $12 billion, $10.7 billion, and $10 billion respectively [71] - The industry is supported by advancements in quantum sensor technologies, with applications in various fields such as navigation, defense, and healthcare [73] Investment Opportunities - The quantum technology sector is still in its early stages, with investment opportunities in upstream components like lasers and dilution refrigerators, as well as in quantum communication network construction [6] - Key companies to watch include Quantum Computing Inc., D-Wave Quantum Inc., and various domestic firms in China [7]