未来产业周报第2期:硅基量子与脑机临床突破,氢基能源发展可期,关注开源世界模型-20251221
Shenwan Hongyuan Securities·2025-12-21 14:12

Quantum Technology - The Australian team has developed an 11-qubit silicon-based processor, achieving high-fidelity entanglement across dual-core spin registers, marking a significant academic breakthrough in silicon quantum computing [9][10][12] - The Canadian government has launched the Quantum Leaders Program (CQCP) with an investment of up to CAD 92 million to support local companies in developing industrial-grade fault-tolerant quantum computers [10][11] - The global quantum industry is entering a phase of "technology route differentiation and ecological collaboration," with major players like IBM and Google making significant advancements in superconducting and quantum error correction technologies [13] Biomanufacturing - The AI-driven pharmaceutical company Insilico Medicine is set to go public on the Hong Kong Stock Exchange, aiming to raise HKD 2.277 billion, leveraging its Pharma.AI platform for end-to-end drug development [14][16] - The Ministry of Industry and Information Technology has released key lists at the 2025 Biomanufacturing Conference, highlighting 28 high-performance bioreactor innovation units and 43 pilot capacity construction platforms [23] Hydrogen Energy and Nuclear Fusion - The Chinese government emphasizes expanding green electricity applications and fostering hydrogen energy as part of its dual carbon goals, with a focus on developing new growth points [25][26] - China Energy Construction has launched the world's largest green hydrogen and ammonia integration project in Jilin, with a total investment of CNY 29.6 billion [34][36] - Trump Media Technology Group has announced a merger with TAE Technologies, aiming to build the world's first commercial nuclear fusion power plant with a capacity of 50 MW by 2026 [33] Brain-Computer Interfaces - The Chinese Academy of Sciences has completed a second invasive brain-computer interface clinical trial, allowing a high-level paraplegic patient to control smart devices using brain signals [40][41] - BrainCo Technology has successfully completed the first clinical trial of its fully implanted brain-computer interface product, which features an internal battery and wireless capabilities [42][43] - The National Medical Products Administration has held a meeting to promote the development of brain-computer interface medical devices, emphasizing safety and effectiveness [47] Embodied Intelligence - The Ministry of Industry and Information Technology has issued the first L3 autonomous driving production permits, allowing specific electric vehicle models to conduct trials in designated areas [49] - Daxiao Robotics has launched the open-source "Kairos 3.0" model, which utilizes human-centric data collection techniques to enhance the development of embodied intelligence [50][52] - Moer Thread has introduced a simulation training platform for embodied intelligence, integrating various technologies to improve development efficiency [53] Sixth Generation Mobile Communication (6G) - The 4th 6G Frontier Technology and Trends Forum was held in Beijing, where multiple organizations signed agreements to collaborate on technology sharing and joint research to accelerate the development of the 6G industry [55]