十五五规划建议提出，推动量子科技等前沿产业成为新的经济增长点。 今年以来，量子科技产业的一级股权融资不断动作频频。如，相干科技宣布完成超亿元Pre A轮融资，由天际资本、普华资本领 投。量旋科技宣布完成数亿元C轮融资，由隆利科技、晶凯资本、恒泰华盛、毅达资本、青岛瀚瑞、海南风凯翔联合投资。 今年1月，量子计算企业——深圳量旋科技有限公司（简称"量旋科技"）完成数亿元C轮融资，投资机构来自隆利科技、毅达资 本、晶凯资本、恒泰华盛等。 这距离上次对外披露B+轮的数亿元融资仅过去不到半年。资本如此青睐的背后，恰恰反映了市场认为量子计算技术正从实验室 研发加速迈向产业应用的关键窗口期。 "量子计算的发展前景将沿一条清晰的路径展开，短期核心在于构建自主可控的全栈技术生态，中期目标是在特定领域展现出不 可替代的算力优势，长期愿景则是实现大规模容错量子计算。这是一个需要长期投入，但注定将重塑未来的前沿赛道。"量旋科 技高级副总裁、CTO孟博告诉21世纪经济报道记者。 成立于2018年的量旋科技，是国内较早布局超导量子计算机的企业。目前，量旋科技已拿下多个"第一"：推出全球第一台可编 程桌面型量子计算机；成为中国第一家向海外 ...

日前，中国支付清算协会发布关于吸纳会员的公告显示，根据《中国支付清算协会章程》《中国支付清算 协会会员管理办法》等相关规定，该协会审议通过了中国印钞造币集团、内蒙古农村商业银行、德州银 行、济宁银行、联合信用评价有限公司、河南多鑫创联网络信息服务有限公司等6家单位的入会申请。 与此同时，中国支付清算协会决定准予中国印钞造币集团加入协会成为理事单位，内蒙古农村商业银行等5家 单位加入协会成为普通会员。入会时间自2026年1月1日起计算。 券商中国记者梳理发现，2025年3月12日，中国支付清算协会曾发布《关于注销会员资格的公告》，共有6家单 位会员资格被取消。根据彼时公告，按照《中国支付清算协会章程》《中国支付清算协会会员管理办法》等相 关规定，经审议，中国支付清算协会决定注销北京银联商务有限公司、广东银结通电子支付结算有限公司、大 连中鼎支付有限公司、中汇电子支付有限公司、汇明商务服务有限公司、天津金融资产登记结算有限公司等6 家单位会员资格，即日起生效。 在2025年上半年，北京银联商务、广东银结通支付、大连中鼎支付、中汇电子支付、汇明商务等均已注销支付 牌照。 A股突发！多只大牛股，紧急提示风险！ 盘中， ...

光大期货金融期货日报 光大期货金融期货日报（2026 年 02 月 10 日） 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | | 昨日，A 股市场高开高走，Wind 全 A 上涨 1.89%，成交额 2.27 万亿元，通 | | | | 信板块领涨。中证 1000 指数上涨 2.26%，中证 500 指数上涨 2.02%，沪深 300 | | | | 指数上涨 1.63%，上证 50 指数上涨 1.45%。近期各部位密集出台经济调控政 | | | | 策，对指数形成基本面支撑。近日，发改委召开国新办发布会，表示：（1） | | | | 研究设立国家级并购基金 加强政府投资、基金布局规划；（2）综合整治"内 | | | | 卷式"竞争，将进一步规范地方经济促进行为；（3）正在谋划推进一批"十 | | | | 五五"时期高技术产业标志性引领性重大工程等内容。上周，央行将下调各 | | | 股指 | 类结构性货币政策工具利率 25BP。结构性货币政策工具以定向支持社会特 | 震荡 | | | 定融资需求为主，科技创新、普惠养老、碳减排等近期股市热点题材均涵盖 | | | ...

（个股引用：浙商计算机） 国网信通5 贝塔分析：量子计算涨 今日催化：卖方推荐 量子科技在电网落地的关键推动者 国网信通是国家电网旗下电力能源数字化子公司，公司持续致力于推动量子科技在电力系统中的应用。 此外，与国盾量子深入合作，打造面向电网系统的量子系列产品；加入本源量子计算产业联盟，#并与本源量子开 展国内首次量子计算与电力行业的融合探索。 公司电力"5G+量子"产品服务体系重点面向配电网生产控制、采集管理业务场景，并能够应用至输电、变电、调 度、用电等环节无线通信业务承载场景中。 在居民配电网中，应用量子保密通信技术，能够实现操作指令在4G或5G公网中安全传输，相比光纤的通信方式， 目前，公司5G 量子加密通信产品在国网安徽铜陵、 滁州等地规模化应用。 （个股引用：浙商计算机） 国网信通5 贝塔分析：量子计算涨 今日催化：卖方推荐 量子科技在电网落地的关键推动者 国网信通是国家电网旗下电力能源数字化子公司，公司持续致力于推动量子科技在电力系统中的应用。 全资子公司继远软件主要承担电力"5G+量子"业务，早在2015年就开始跟踪量子保密通信技术发展。 继远软件依托国家"京沪干线"及量子试验卫星系统构建电力 ...

Core Insights - China's technological innovation has made significant strides in 2025, with numerous breakthroughs across various fields, indicating a robust growth trajectory in the tech sector [1][2][3][4][6][7]. Group 1: Major Technological Achievements - The Jiangmen Neutrino Experiment achieved a measurement precision improvement of 1.5 to 1.8 times over the previous international standard, marking a significant milestone in neutrino research [1]. - The "artificial sun" nuclear fusion experiment in Anhui set a world record by maintaining a temperature of 100 million degrees Celsius for 1066 seconds, representing a major leap from basic science to engineering practice in fusion energy [2]. - The construction of "Zuchongzhi No. 3" by the University of Science and Technology of China achieved a speed of solving quantum random circuit sampling problems that is 10 trillion times faster than the current fastest supercomputer [2]. Group 2: Industry Growth Metrics - In 2025, the manufacturing value added of intelligent unmanned aerial vehicles and intelligent vehicle-mounted equipment grew by 57% and 26.2%, respectively, while integrated circuit manufacturing and optoelectronic device manufacturing increased by 26.7% and 18.8% [4]. - By the end of 2025, the number of valid invention patents in China reached 5.32 million, with a per capita high-value invention patent ownership of 16, exceeding the target set in the "14th Five-Year Plan" for intellectual property [4]. Group 3: Global Recognition and Innovation Capacity - China ranked among the top ten in the global innovation index for the first time, with the highest number of top 100 innovation clusters for three consecutive years [7]. - In 2025, total R&D expenditure reached 39,262 billion yuan, maintaining China's position as the second-largest R&D investor globally, reflecting a significant increase from 10 trillion yuan in 2012 [6].

Market Overview - The A-share market experienced a significant rebound, with the Shanghai Composite Index surpassing 4100 points, closing at 4123.09 points, up 1.41% [2][7] - All major indices rose, with the Shenzhen Component Index and ChiNext Index increasing by 2.17% and 2.98% respectively, indicating strong market performance [7] - The overall market turnover reached 2.27 trillion yuan, reflecting a 4.9% increase from the previous trading day, maintaining high trading activity [7] Sector Performance - The technology and photovoltaic sectors led the market rally, with notable gains in communication, media, electronics, and computer sectors, which rose by 5.07%, 3.47%, 2.95%, and 2.84% respectively [6][7] - The media sector saw stocks like Zhongwen Online and Zhangyue Technology hitting the daily limit, driven by advancements in AI video generation technology [6] - The photovoltaic index surged by 5.72%, with companies like GCL-Poly and Aiko Solar reaching their daily limits, supported by ambitious solar capacity targets set by Tesla and SpaceX [6] Bond Market - The government bond futures market saw a slight increase across all maturities, with the 30-year contract rising by 0.14% to 112.73 yuan [11] - The overall sentiment in the bond market improved, supported by a net liquidity injection of 38 billion yuan by the central bank [11] - The downward trend in interest rates and ongoing demand for safe-haven assets are expected to continue driving bond market performance [11] Commodity Market - The commodity index rose by 0.98%, with precious metals and non-ferrous metals showing strong recovery, while chemical products faced downward pressure [10] - Gold prices increased slightly, with the central bank continuing to accumulate gold reserves, which reached 7.419 million ounces by the end of January [10] - The market for canola experienced a decline of 2.54% due to supply pressures, as Canada prepares to resume exports to China [13] Investment Opportunities - The report highlights potential investment opportunities in sectors such as photovoltaic technology, commercial aerospace, and AI applications, driven by policy support and technological advancements [8][14] - The recommendation is to maintain a balanced allocation between technology and consumer sectors, with a focus on buying during market dips [17] - The report suggests that the upcoming release of CPI and PPI data may further influence market sentiment and investment strategies [8]

Group 1 - Zhongke Shuguang, based in Beijing, is a leading enterprise in high-performance computing, cloud computing, and big data, with a comprehensive self-developed technology system in computing infrastructure [1][29] - The company collaborates with top research institutions to develop quantum computing supporting technologies and has launched dedicated computing infrastructure for quantum computing [1][29] - Future prospects include becoming a core service provider for quantum computing industrialization, leveraging national computing network construction and quantum technology policies [1][29] Group 2 - iFlytek, located in Hefei, is a leader in intelligent voice and AI, focusing on the integration of quantum computing and AI applications [2][30] - The company aims to optimize AI model training efficiency using quantum computing's parallel processing advantages and explores quantum algorithms in various fields [2][30] - Future developments may lead to differentiated advantages in quantum intelligent interaction and optimization algorithms [2][30] Group 3 - Hengtong Optic-Electric, based in Suzhou, is a global leader in optical communication and energy interconnection, with a significant market share in quantum communication [3][31] - The company has developed quantum key distribution (QKD) equipment and has a market share of over 40% in quantum optical cables [3][31] - Future strategies include enhancing core devices and exploring the integration of quantum communication with marine communication [3][31] Group 4 - Aerospace Electronics, located in Beijing, is a core enterprise in aerospace electronic information, focusing on quantum sensing and navigation technologies [4][32] - The company develops high-precision aerospace sensors based on quantum effects and supports the construction of space-based quantum communication networks [4][32] - Future advancements may position the company as a key supplier in aerospace quantum technology applications [4][32] Group 5 - Zhongtian Technology, based in Nantong, specializes in optical cables and renewable energy, focusing on the infrastructure for quantum key distribution networks [5][34] - The company collaborates with other quantum technology firms to provide supporting equipment for quantum communication systems [5][34] - Future efforts may include the development of specialized optical devices and solutions for quantum communication [5][34] Group 6 - Huagong Technology, located in Wuhan, is a leader in laser processing and optoelectronic devices, focusing on core optical devices needed for quantum communication [6][35] - The company aims to become a key supplier of quantum communication components and explore quantum sensing technology applications [6][35] - Future developments may enhance the company's position in the quantum communication market [6][35] Group 7 - China West Electric, based in Xi'an, focuses on quantum sensing technology applications in power systems, developing high-precision monitoring sensors [7][36] - The company aims to enhance the stability and intelligence of power systems through quantum sensing technology [7][36] - Future strategies may solidify the company's core advantages in quantum monitoring and precision measurement [7][36] Group 8 - AVIC Optoelectronics, located in Luoyang, specializes in high-precision connectors and optoelectronic components for quantum communication and computing [8][37] - The company aims to support the miniaturization and integration of quantum devices through its advanced manufacturing capabilities [8][37] - Future developments may expand the company's role in the quantum technology supply chain [8][37] Group 9 - Southern Power Grid Digital, based in Guangzhou, focuses on digital power grid solutions and quantum key distribution technology in power systems [9][38] - The company aims to establish a quantum security protection system for critical power infrastructure [9][38] - Future initiatives may position the company as a benchmark in quantum security applications within the power industry [9][38] Group 10 - China Great Wall, located in Beijing, is a leader in self-controlled computing and information security, focusing on post-quantum cryptography [10][39] - The company develops solutions to ensure information system security in the quantum computing era [10][39] - Future advancements may enhance the company's offerings in quantum security solutions [10][39] Group 11 - Kehua Data, based in Xiamen, specializes in data center infrastructure and energy management, providing power solutions for quantum computing facilities [11][41] - The company aims to become a core supplier for quantum computing infrastructure as the industry grows [11][41] - Future developments may optimize energy solutions for quantum computing centers [11][41] Group 12 - State Grid Information Communication, located in Beijing, focuses on digital power and information communication, exploring quantum key distribution in power networks [12][42] - The company aims to enhance the security of power communication networks through quantum technology [12][42] - Future strategies may solidify the company's role in promoting quantum communication applications in the power sector [12][42] Group 13 - Tiantong Co., based in Haining, specializes in magnetic materials and sapphire crystals, focusing on high-performance sapphire substrates for quantum computing [13][43] - The company aims to become a key supplier of materials essential for quantum chip manufacturing [13][43] - Future developments may expand the application of quantum materials in various quantum devices [13][43] Group 14 - Shenzhou Information, a leader in financial technology, focuses on quantum key distribution in the financial sector [14][44] - The company aims to build a quantum security financial service system to protect financial data [14][44] - Future initiatives may enhance the integration of quantum technology in financial services [14][44] Group 15 - Qiming Star, located in Beijing, is a leader in network security, focusing on the development of post-quantum cryptography technologies [15][45] - The company aims to provide comprehensive network security solutions to protect against quantum computing threats [15][45] - Future advancements may position the company as a core service provider in post-quantum security [15][45] Group 16 - Electric Science Network Security, based in Chengdu, focuses on quantum security technologies, including quantum key distribution and post-quantum cryptography [16][47] - The company aims to become a key player in quantum security for critical information infrastructure [16][47] - Future developments may enhance the company's capabilities in quantum security solutions [16][47] Group 17 - Keda Guokai, located in Hefei, focuses on the intersection of quantum computing and big data, developing algorithms for quantum data processing [17][48] - The company aims to accelerate the industrialization of quantum computing technologies [17][48] - Future initiatives may open new growth opportunities in the intelligent software industry [17][48] Group 18 - Guangdong Measurement, based in Guangzhou, specializes in calibration and testing services for quantum technology products [18][49] - The company aims to ensure the measurement accuracy and stability of quantum devices [18][49] - Future developments may position the company as a core calibration service provider in the quantum technology sector [18][49] Group 19 - Dongxin Peace, located in Zhuhai, focuses on quantum key distribution technology for IoT security applications [19][50] - The company aims to enhance the security of IoT devices and data transmission through quantum technology [19][50] - Future initiatives may solidify the company's position in the quantum security market for IoT [19][50] Group 20 - Hengbao Co., based in Zhenjiang, specializes in smart cards and financial technology, focusing on quantum security in financial transactions [20][51] - The company aims to develop quantum secure payment systems to protect financial data [20][51] - Future developments may enhance the company's offerings in quantum security applications within the financial sector [20][51] Group 21 - Datang Telecom, located in Beijing, focuses on integrated circuit design and quantum communication chip development [21][52] - The company aims to support the miniaturization and integration of quantum devices through specialized chips [21][52] - Future advancements may position the company as a key supplier in the quantum chip market [21][52] Group 22 - Guomin Technology, based in Shenzhen, focuses on post-quantum cryptography for security chips in various industries [22][54] - The company aims to ensure the security of devices and data in the quantum computing era [22][54] - Future developments may enhance the company's capabilities in the quantum security chip market [22][54]

Core Viewpoint - The stock of Demai Chemical (002054) is experiencing a strong upward trend driven by its involvement in quantum technology, its leading position in textile additives, and positive profit forecasts for 2025. Group 1: Company Overview - Demai Chemical specializes in the research, production, and sales of textile chemicals, leather chemicals, tara products, and petroleum fine chemicals [2][3]. - The company is recognized as the only national development base for textile additives in the industry [2]. Group 2: Recent Stock Performance - The stock has seen a significant increase, with a 21% rise over two trading days, supported by a bullish technical outlook and a net inflow of 73.983 million yuan from main funds [4]. - The stock price reached a high of 11.06, with a trading volume of 419, and a turnover rate of 27.71% [1]. Group 3: Growth Drivers - The quantum technology concept is gaining traction, with the company holding a 0.97% stake in Benyuan Quantum Computing Technology Co., which has initiated IPO counseling [3]. - The textile additive sector is also active, with the company being a leader in the domestic printing and dyeing additive industry [3]. - The company forecasts a net profit of 100 million to 120 million yuan for 2025, representing a year-on-year growth of 63.97% to 96.76%, primarily due to reduced losses from its subsidiary [3].

外交部发言人宣布： 中共中央政治局委员、外交部长王毅将于2月10日在广州出席2026年亚太经合组织（APEC）第一次高官会开 幕式并致辞。 来源：央视新闻 盘中，大幅拉升！重大突破！量子科技，突传利好！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 百万用户都在看 央行等八部门，重磅发布！商业航天，大消息！算力，利好！脑机接口，重大突破！影响一周市场的 十大消息 利好来了！刚刚，福建重磅发布！ 重大信号！49万亿巨头，批量减持！ A股突发！多只大牛股，紧急提示风险！ 责编：汪云鹏 校对： 李凌锋 看券商中国 知天下财经 F ...

海疯股架 截至收盘斩获连板个股 | 股票名称 | 连板天数 | 所属概念 | | --- | --- | --- | | ST京蓝 | 6 | 小金属 | | ■健河山 | 5 | PEEK材料 | | 协藝集成 | 4 | 太空光伏 | | 凯龙高科 | 4 | 人形机器人 | | ST中迪 | 3 | 房地产 | | STAFF | 3 | 带一路 | | 金富科技 | 3 | 包装印刷 | | *ST节能 | 2 | 固废处理 | | 协鑫能科 | 2 | 光伏设备 | | 德美化工 | 2 | 量子科技 | | 海翔药业 | 2 | 创新药 | | 国土股份 | 2 | 化工 | | 目川股份 | 2 | 光刻胶概念 | | 完美世界 | 2 | 游戏 | | 名雕股份 | 2 | Al传媒 | | *ST春天 | 2 | 白酒 | | 金牛化工 | 2 | 风电 | | 杉杉股份 | 2 | 固态电池 | | 科森科技 | 2 | 人形机器人 | 一图速览今日连板股>> 2月9日，Wind数据显示，A股市场共计99只个股涨停。其中，光伏板块协鑫集成收获4连板，协鑫能科2 连板。一图速览今日连板股>> ...