数据显示，中欧基金旗下1只基金重仓国盾量子。中欧上证科创板100指数发起A（021660）四季度持有 股数4405股，占基金净值比例为2.32%，位居第六大重仓股。根据测算，今日浮盈赚取约14.88万元。 中欧上证科创板100指数发起A（021660）成立日期2024年7月31日，最新规模3876.56万。今年以来收益 8.39%，同类排名664/5579；近一年收益56.6%，同类排名479/4289；成立以来收益103.53%。 2月9日，国盾量子涨5.05%，截至发稿，报702.36元/股，成交12.26亿元，换手率2.22%，总市值722.45 亿元。 资料显示，科大国盾量子技术股份有限公司位于安徽省合肥市高新区华佗巷777号科大国盾量子科技 园，成立日期2009年5月27日，上市日期2020年7月9日，公司主营业务涉及量子通信产品的研发、生 产、销售及技术服务,为各类光纤量子保密通信网络以及星地一体广域量子保密通信地面站的建设系统 地提供软硬件产品,为政务、金融、电力、国防等行业和领域提供组网及量子安全应用解决方案。主营 业务收入构成为：相关技术服务35.68%，量子通信产品34.31%，量子精密测 ...

Group 1 - The quantum technology concept continues its strong performance from last week, with companies like 德美化工 (Demei Chemical) achieving a two-day consecutive increase [1] - Other companies in the sector, including 国芯科技 (Guoxin Technology), 国盾量子 (Guodun Quantum), 科大国创 (Keda Guochuang), 富士达 (Fushida), and 浙江东方 (Zhejiang Dongfang), also experienced gains [1]

二、时频测量行业发展现状 关键词：时频测量行业产业链、时频测量行业政策、时频测量市场规模、时频测量市场区域分布、时频 测量市场竞争格局、时频测量行业发展趋势 内容概要：时频测量是指利用量子态的高度稳定性和精确性，在多个重要领域实现高精度的时间同步。 随着现代信息化进程推进，时间码高精度测量需求升级及商业化加速，量子时频测量需求持续释放，市 场规模逐年增长。从区域分布来看，北美地区量子时钟发展发展较早，已经成为全球主要时频测量市 场。据统计，2024年全球量子时频测量领域市场规模达到6.4亿美元，其中，北美地区时频测量市场超 过全球40%的份额，欧洲占22%，中国占22%，亚太(除中国以外)约占9%。2025年全球量子时频测量领 域市场规模约6.77亿美元，预计2026年全球量子时频测量市场规模有望达到7.13亿美元。随着下游高端 领域需求扩张，时频测量设备的使用在关键国民经济领域不断得到推广，时频测量行业发展空间广阔。 一、时频测量行业定义及应用 上市企业：国盾量子(688027.SH)、天奥电子(002935.SZ)、西部超导(688122.SH)、光韵达(300227.SZ)、 国睿科技(600562.S ...

自动化产线高速运转，智能搬运车灵活穿梭，得壹能源科技（铜陵）有限责任公司车间内热火朝 天。2025年，公司产线完成平台化转型，年产值为上年的4倍，跃升至18亿元。这个锂离子动力电池项 目的热度，折射出安徽新兴产业蓬勃发展的景象。 2024年10月，习近平总书记在安徽考察时强调："在打造具有重要影响力的科技创新策源地、新兴 产业聚集地、改革开放新高地、经济社会发展全面绿色转型区上持续发力"。 深入贯彻落实习近平总书记重要指示精神，安徽把发展战略性新兴产业作为构建现代化产业体系的 重中之重。"十四五"时期，全省战略性新兴产业产值年均增长约15.2%。奋进"十五五"，安徽努力练好 内功、向外发力，开辟新兴产业更广阔蓝海。 聚链成群，构筑产业发展高地—— 在坐落于合肥市肥西县的安徽江淮汽车集团控股有限公司一家超级工厂内，1800余台智能机器人协 同作业，一辆辆刚下线的新能源轿车缓缓驶出。 一辆车，带动一条产业链。安徽已集聚7家整车企业、超3100家规上零部件企业，覆盖从电池、电 机、电控"三电"系统到整车的完整链条。 在量子世界，探测能精细到什么程度？ 国仪量子技术（合肥）股份有限公司研发出金刚石NV色心传感器，探测 ...

（二）行业掘金 1、据新华社报道，2月7日，我国在酒泉卫星发射中心使用长征二号F运载火箭，成功发射一型可重复 使用试验航天器。试验航天器将按计划开展可重复使用试验航天器技术验证，为和平利用太空提供技术 支撑。据悉，长征二号F运载火箭是中国航天科技集团公司所属中国运载火箭技术研究院抓总研制的一 种大型两级捆绑式助推器运载火箭。回顾此前，去年9月6日，我国在酒泉卫星发射中心成功发射的可重 复使用试验航天器在轨飞行268天后，成功返回预定着陆场。该航天器于2023年12月14日发射，执行任 务的同样为长征二号F运载火箭。 点评：随着太空资源竞争日益激烈，卫星互联网已成为全球科技竞争的新高地。未来太空经济将会成为 一个新的产业领域，涉及到卫星通信、卫星导航、卫星遥感、太空旅游等多个方面。星地通信产业预计 到2030年将达到2000亿元至4000亿元，年均复合增长率在10%-28%之间。星地通信产业正站在从"概念 验证"向"规模化应用"的关键转折点，随着技术成熟、成本下降和应用场景拓展，未来十年将形成"天地 一体、万物互联"的新型通信格局，成为推动数字经济高质量发展的重要引擎。概念股包括广联航空、 银邦股份、天银机电等 ...

Group 1 - The core viewpoint emphasizes the rapid development of strategic emerging industries in Anhui, with a focus on technological innovation and industrial transformation, particularly in lithium-ion battery production [1][5] - The company, 得壹能源科技, is projected to quadruple its annual output value to 1.8 billion yuan by 2025, reflecting the growth of the lithium-ion battery sector [1] - Anhui's strategic emerging industries are expected to grow at an average annual rate of approximately 15.2% during the 14th Five-Year Plan period [1] Group 2 - Anhui has established a complete industrial chain for new energy vehicles, with over 3,100 component manufacturers and 7 major vehicle manufacturers, contributing to the growth of the automotive sector [2] - The province's major emerging industry bases are projected to increase in value from 750 billion yuan to approximately 1.5 trillion yuan over five years [2] - Anhui aims to enhance the competitiveness of its industrial clusters, focusing on smart connected vehicles, advanced photovoltaics, and new energy storage [2] Group 3 - Anhui is home to over 100 quantum enterprises, accounting for nearly 30% of the national total, with a complete industrial chain in quantum communication, computing, and measurement [3] - The province promotes collaborative innovation through partnerships between enterprises and research institutions, with over 80% of provincial technology projects led by companies [3] - The development of high-sensitivity quantum sensors by 国仪量子技术 demonstrates the province's commitment to advancing technology in medical research [3] Group 4 - Anhui's export value of "new three samples" products is projected to reach 101.83 billion yuan by 2025, marking a year-on-year increase of 110% [4] - The province has established over 1,500 overseas enterprises, with a focus on enhancing international competitiveness in the lighting and lithium battery sectors [4] - Anhui is actively implementing initiatives to support companies in expanding their international presence, including the establishment of 33 overseas business service points [4]

转自：智通财经 【热点导读】 这类重要资源保障压力突出，新能源需求支撑产业链景气度回升 豆包官宣除夕夜"硬核"好礼 自2月5日起，分散染料龙头上调价格 全新理想L9将是具身智能机器人，车企竞逐人形机器人新赛道 我国科学家在可扩展量子网络研究方面取得重大突破 【主题详情】 这类重要资源保障压力突出，新能源需求支撑产业链景气度回升 智通财经资讯获悉，磷化工产业是国民经济体系中不可或缺的基础原材料产业，其产品广泛应用于农 业、食品、医药、电子、建材及新能源等多个领域。机构指出，2025年下半年，锂电行业呈现显著的复 苏态势，全产业链排产与开工率稳步提升。旺盛的含磷材料需求进一步传导至上游，拉动磷矿石及高纯 磷酸等原料的消费，支撑磷化工产业链景气度回升。 我国磷矿资源禀赋差、环保约束强，国内供给持续趋紧。磷矿石为磷化工产业的核心基础原料，我国以 全球5%储量支撑近半产量，资源保障压力突出，稀缺属性持续强化，国信证券预计磷矿价格中枢长期 高位运行，目前龙头企业磷矿石毛利率在80%左右。下游磷肥需求仍为刚性支撑，但占比由2015年的 78%降至2024年的54%；湿法磷酸消费占比从2021年的7%跃升至2024年的17% ...

Group 1: Future Industry Development - The core theme of the recent collective study by the Central Political Bureau focuses on forward-looking layout and development of future industries, emphasizing that technological breakthroughs significantly determine the speed, breadth, and depth of future industry development [1] - Future industries are characterized by their foresight, strategic importance, and disruptive nature, with technological breakthroughs being crucial for their development [1] - The emphasis is on leveraging scientific and technological innovation to lead industrial innovation, injecting continuous momentum into future industry development [1] Group 2: Key Technologies and Innovations - The new type of national system is highlighted as a key advantage in addressing critical core technologies, with a focus on the integration of industry needs and technological responses [2] - The development of a "microbial parallel bioreactor" has been achieved, significantly improving efficiency compared to traditional equipment, which has been dominated by foreign technologies [2][3] - Collaborative innovation among research institutions and manufacturing enterprises is essential for accelerating the transformation of technological achievements into industrial applications [3] Group 3: Importance of Basic Research - Basic research is identified as the source of technological innovation and a critical support for future industry technology innovation [4] - The successful development of a third-generation autonomous superconducting quantum computer and advancements in quantum communication networks illustrate the importance of foundational research in driving industry growth [5] - The establishment of a green extraction process for paclitaxel demonstrates the long-term commitment to basic research and its role in overcoming industry challenges [6] Group 4: Role of Enterprises - Enterprises are recognized as the main body of technological innovation and play a crucial role in advancing future industries [7] - The establishment of the China Fusion Energy Company marks a significant shift towards commercializing controlled nuclear fusion, highlighting the importance of enterprise involvement in technological advancements [7] - The integration of research institutions, clinical applications, and enterprises is essential for fostering innovation and market transformation in future industries [9] Group 5: Collaborative Efforts and Strategic Planning - The new type of national system is crucial for guiding collaboration between enterprises, universities, and research institutions to address industry needs and promote efficient technology transfer [10] - The development of future industries is seen as a strategic move for both current and future national interests, emphasizing the need for a systematic and forward-looking approach [10]

Group 1 - The core theme of the articles emphasizes the importance of technological breakthroughs in determining the speed, breadth, and depth of future industrial development [1][4] - The concept of "industry posing questions, technology providing answers" is highlighted as a guiding principle for driving innovation and addressing key technological challenges [2][4] - The collaboration between research institutions and manufacturing enterprises is crucial for accelerating the transformation of technological achievements into industrial applications [3][8] Group 2 - The new type of national system is identified as a key guarantee for promoting future industrial development, enabling long-term stable investment and strategic patience [4][9] - Strengthening strategic, forward-looking, and systematic layouts in basic research is essential for fostering technological innovation and supporting future industries [5][6] - Enterprises are recognized as the main body of technological innovation, playing a vital role in leading industries towards advanced and high-end fields [7][9] Group 3 - The development of core technologies in fields such as controlled nuclear fusion is highlighted as a significant step towards commercializing future energy solutions [7][8] - The establishment of innovation alliances that integrate research, clinical applications, and enterprise participation is essential for advancing complex systems like brain-machine interfaces [8][9] - The articles stress the need for effective collaboration between enterprises, universities, and research institutions to tackle key technological challenges and enhance the efficient transformation of scientific achievements [9]

Group 1 - The core theme of the news is the emphasis on technological innovation as a driving force for the development of future industries, highlighting the importance of breakthroughs in technology for enhancing the speed, breadth, and depth of industrial growth [1][4] - The new type of national system is identified as a key guarantee for promoting the development of future industries, enabling strategic patience and long-term stable investment that the market cannot provide [4][10] - The integration of research institutions, manufacturing enterprises, and application sectors is crucial for accelerating the transformation of technological achievements into industrial applications [3][9] Group 2 - The focus on key core technology breakthroughs is essential, with a call for industries to present challenges that technology must address, ensuring that technological innovation is driven by actual market needs [2][10] - The development of high-performance bioreactors in the biomanufacturing sector is highlighted, showcasing a successful case of overcoming technological monopolies through collaborative innovation [2][3] - The rise of quantum computing in Hefei is noted, with significant advancements in both foundational research and industrial applications, indicating a robust growth trajectory for the quantum industry [5][6] Group 3 - The role of enterprises as the main body of technological innovation is emphasized, with a focus on cultivating leading technology companies that can drive industries towards high-end fields [7][8] - The establishment of innovative joint entities that combine research, clinical applications, and enterprise involvement is presented as a model for fostering deep cooperation and innovation in future industries [9][10] - The need for strategic, forward-looking, and systematic layouts in basic research is stressed, as it serves as the foundation for technological innovation and future industrial development [6][10]