Core Viewpoint - The 18th China Scientific Instrument Development Annual Conference (ACCSI 2025) will be held from May 11-13, 2025, in Shanghai, focusing on the theme "Digital Intelligence Driven, New Quality Leading" [1][2][9]. Group 1: Event Overview - The conference aims to promote the healthy and rapid development of the Chinese scientific instrument industry by establishing an effective communication platform among government, industry, academia, research, application, investment, and media [2][9]. - ACCSI has been recognized as a high-level industry summit in the scientific instrument sector, having successfully held 17 sessions with attendance exceeding 1,500 participants per session, earning the title of the "Davos Forum" of the scientific instrument industry [3]. Group 2: Keynote Speaker - Academician Yu Dapeng from the Chinese Academy of Sciences has confirmed his attendance and will deliver a keynote speech emphasizing the need for self-reliance in quantum technology and the leading role of scientific instruments [4]. - Yu Dapeng is a prominent expert in quantum material control and quantum computing, with significant contributions to the field, particularly in the study of low-dimensional quantum materials [6]. Group 3: Conference Details - The conference will feature the "3i Award" ceremony, highlighting outstanding contributions in the scientific instrument field [1]. - The event will present the latest industry development policies, market demand information, and technological advancements from the past year to the attendees [3].

内容概要：硅光芯片，顾名思义，是指在硅衬底上利用微纳加工技术构建光子器件和电子器件，实现光 信号的产生、调制、传输、检测和处理等功能的集成光子芯片。其核心理念是将光子器件集成到成熟的 硅基CMOS工艺平台上，充分利用硅材料的光学特性和CMOS工艺的低成本、高集成度优势。硅光芯片 结合了集成电路技术的超大规模、超高精度制造的特性和光子技术超高速率、超低功耗的优势。经过20 余年的快速发展，得益于大容量数据通信场景的日益增加以及新需求、新应用的出现，硅光芯片技术研 究已逐渐从学术研究驱动转变为市场需求驱动，2024年全球硅光芯片市场规模接近1.5亿美元。未来， 硅光芯片仍具备广阔发展前景，市场规模将进一步壮大，应用领域也不断拓展。硅光芯片凭借其独特的 优势，在多个领域展现出巨大的应用潜力，并有望替代现有技术方案，成为未来信息技术发展的关键支 撑。硅光最主要、最直接的应用场景是数据中心。此外，硅光芯片在电信、光学激光雷达、量子科技等 领域也有广阔的发展前景。从企业布局来看，目前，国际公司在技术和市场上拥有领先优势。英特尔占 据市场主导地位，思科作为市场领导者也在通过收购Lightwire、Luxtera及Acaci ...

Group 1: Strategic Importance of Sichuan - Sichuan has a unique strategic position in China's development, particularly in the context of the Western Development Strategy and the Chengdu-Chongqing Economic Circle [1] - The region is characterized by a dense population, strong industrial foundation, high innovation capability, and significant market potential [1] - In 2024, Sichuan's economic total is projected to exceed 6.4 trillion yuan, with a year-on-year growth of 5.5% in the first quarter of 2023 [1] Group 2: Collaborative Efforts in the Chengdu-Chongqing Economic Circle - Sichuan and Chongqing are enhancing strategic cooperation and policy coordination to build a collaborative economic zone [3] - The two regions are working together to unify 40 different electricity policies, facilitating cross-province services [4] - The Chengdu-Chongqing Economic Circle has seen its GDP share of the national total increase from 6.3% in 2019 to over 6.5% in 2024 [5] Group 3: Industrial Development and Innovation - Sichuan is focusing on developing advanced manufacturing and strategic emerging industries, aiming to attract businesses from along the Yangtze River [6][7] - The region has established 23 provincial-level strategic emerging industry clusters, with a total industrial scale exceeding 650 billion yuan [5] - In 2024, Sichuan plans to implement 320 key projects in the Chengdu-Chongqing Economic Circle, with a total investment of approximately 3.7 trillion yuan [5] Group 4: Digital Transformation and Upgrading of Traditional Industries - Sichuan is promoting the digital transformation and intelligent upgrading of traditional industries, with over 1,200 digital workshops established by 2024 [9] - The province aims to enhance the green and low-carbon value-added industries, which are expected to grow by 10.2% [9] - The government is encouraging medium and small enterprises to adopt digital solutions to overcome resistance to transformation [9] Group 5: Open Economy and International Trade - Sichuan is actively building an open economy, with a focus on international trade and investment [10][12] - The province's import and export volume is projected to grow by 9.4% in 2024, returning to the trillion-yuan level [13] - Sichuan is enhancing its logistics capabilities, with 85 international and regional air routes and a total navigable waterway length of 11,000 kilometers [12]

Group 1 - Quantum technology has rapidly advanced, becoming a forefront of the new technological revolution and industrial transformation, with significant government support for future industries like quantum technology [2] - The development of quantum technology is characterized by national strategic driving, multiple technological routes, interdisciplinary collaboration, deep integration of basic research and engineering applications, and a coexistence of international competition and cooperation [2] - There is a consensus among industry participants on the necessity to accelerate the development of quantum technology, with a clear role for the capital market in supporting this growth [2] Group 2 - Companies in the quantum technology sector are seeking different types of capital at various stages, from pure financial investment in early stages to business-synergistic investors in mid-stages, ultimately aiming for IPOs [3] - There is a growing interest from investors in hard technology sectors, particularly in quantum technology, as they recognize its alignment with national strategic initiatives [3] - The funding sources for the quantum technology industry are diverse, including research funding, capital market support, and potential business revenues, indicating a rolling development model [3] Group 3 - The Shenzhen Stock Exchange is creating an industrial exchange platform to support key sectors, including quantum technology, and aims to enhance capital market services to facilitate high-quality development in frontier fields [3]

Group 1: Financial Performance - The company's Q1 performance showed slight fluctuations in key financial indicators compared to the same period last year, with a recovery starting in March 2025 [4] - Inventory increased to 139 million CNY due to a rise in orders and early project investments, reflecting enhanced downstream demand [5] - The gross profit margin improved in Q1, attributed to the recovery of defense business and ongoing cost efficiency initiatives [8] Group 2: Strategic Development - The company is actively involved in the low-altitude economy, particularly in the industrial drone sector, and aims to enhance its core competitiveness in this area [6] - Despite the termination of a specific stock issuance project, the company will maintain its investment in the commercial aerospace sector, leveraging existing facilities and resources [7] - The subsidiary, Xi'an Test Technology Co., Ltd., is expected to expand its third-party testing business, contributing to new profit growth [10]

Group 1: Industry Overview - Quantum technology is rapidly advancing and is seen as a frontier in the new wave of technological revolution and industrial transformation [1] - The capital market is actively supporting the development of quantum technology through various financial instruments and platforms [1] - A series of policies and measures have been implemented in China to promote quantum technology, covering research, application, and talent cultivation [1] Group 2: Capital Market Dynamics - There is a growing interest in quantum technology, with many companies seeking capital operations to accelerate their development [2] - The capital market's role in supporting the development of quantum technology is becoming increasingly evident [2] - Several quantum technology companies are accelerating their plans for public listings to leverage capital market resources [2][3] Group 3: Investment Trends - The financing environment for quantum technology has significantly changed, with investors now focusing more on the commercialization and operational capabilities of teams rather than solely on academic credentials [4] - Despite economic downturns, Chinese investors maintain strong enthusiasm and confidence in hard technology, particularly in quantum technology [5] - The market's confidence in quantum technology is bolstered by significant advancements in the field, indicating its vast potential [5] Group 4: Future Outlook - The industry is still in its early stages, with many companies in the technology exploration phase, and significant breakthroughs in application are anticipated [3] - There is a need for further strengthening of basic research, interdisciplinary talent cultivation, and optimization of policy and capital support systems to scale the quantum technology industry [5] - Concerns exist regarding the potential lag in industrial capital investment in China, which could affect long-term competitiveness in the quantum technology sector [5]

北京玻色量子科技有限公司创始人、首席运营官（COO）马寅持类似观点，他将目前量子科技领域的 科研进展总结为"多轮沉淀之后的厚积薄发"。马寅向证券时报记者透露，此前量子科技行业以科研为 主，但近期行业将有一些差异化的应用落地。 作为未来产业布局和发展的重点方向之一，我国在近年来在量子计算、量子通信和量子精密测量三大方 向均取得重大突破。今年3月，由中国科学技术大学科研团队联合国内多家科研机构研制的超导量子计 算原型机"祖冲之三号"正式对外发布，再次打破超导体系量子计算优越性纪录。 过去一年，全球量子科技相关企业数量以及融资金额持续增长且增速加快。据中国信息通信研究院数 据，截至2024年末，全球量子科技相关的重点企业合计超600家，融资超百亿美元。 从科研进展看，量子科技领域尚处于襁褓期，其距离应用层面的突破却并不遥远。蓝驰创投投资人孙登 科对证券时报记者表示，不同于其他技术，量子科技领域呈现出科技研究、工程实施与应用探索一体化 推进的特点。实际上，作为量子科技基础的量子力学理论已经在过去百年间持续稳定发展，使得当前量 子科技在一些工程中应用成为了可能。 4月29日，"深交所·创享荟"举办"知量无穷、知时无止— ...

Core Viewpoint - The "Shenzhen Stock Exchange · Innovation Forum" serves as a vital platform for promoting collaboration and innovation in the quantum technology sector, emphasizing the importance of capital market support for the industry's development [1][4]. Group 1: Quantum Technology Development - Quantum technology is experiencing rapid advancements, becoming a key area in the new wave of technological revolution and industrial transformation, with applications in quantum computing, communication, and precision measurement [2][3]. - China has made significant progress in quantum technology, ranking among the global leaders in technology level, capability, and talent reserves [3]. Group 2: Capital Market's Role - The capital market plays a crucial role in supporting the development of quantum technology, with the government emphasizing the need for increased investment in future industries, including quantum technology [4][5]. - Listing on the stock market is seen as a critical step for companies in the quantum computing sector, providing access to local government support and capital market funding, which can accelerate the commercialization of key technologies [5][6]. Group 3: Industry Challenges and Opportunities - Despite the achievements, challenges remain in transforming scientific research into industrial applications, requiring substantial investment and continuous capital growth to avoid stagnation [3]. - The integration of capital market mechanisms with policy guidance is expected to enhance the development of quantum technology, creating a synergistic effect that will drive the industry forward [6].

Financial Performance - The company's cash and cash equivalents increased by 40% year-on-year to CNY 2.5 billion [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was CNY 42.907 million, a year-on-year increase of 15.22% [8] - The net profit attributable to shareholders decreased by 49.62% due to reduced asset disposal gains [8] Industry Outlook - The rail transit industry is expected to shift towards sustainable development focusing on cost reduction, quality improvement, and green integration [2] - The company anticipates significant growth opportunities driven by policy support, market demand, and technological innovation [2] Strategic Initiatives - The company aims to enhance its market share by optimizing its product matrix and strengthening strategic partnerships with key clients [2] - The focus will be on maintaining stable revenue growth from existing products while expanding into maintenance and upgrade opportunities in the rail transit sector [4] Innovation and R&D - 75% of the newly added patents in the past three years are invention patents, reflecting the company's strong innovation capabilities [4] - The company has achieved over 10,000 cycles in its energy storage systems, exceeding the 8,000 cycles target set by the new energy storage development plan [3] Market Positioning - The company primarily operates in the domestic market, with overseas orders representing a small proportion of total business [2] - The company is positioned to leverage the growing demand for intelligent solutions in the rail transit sector, with a focus on five major smart solutions [6] Challenges and Responses - The company is addressing the impact of the US-China trade war by optimizing its international market strategies, particularly in countries along the Belt and Road Initiative [8] - To combat intensified market competition, the company emphasizes innovation and differentiated solutions to meet high-frequency customer needs [8]

导读： ACCSI2025（5月11-13日，上海）聚焦前沿科技，汇聚国内外行业科研智慧，探讨科学仪器发展，助力科研创新与国际合作。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 当中美贸易战波及美国高端科学仪器和试剂的出口，当美国国家卫生研究院禁止中国访问SEER癌症数据库，科研冷战波及学术无国界，一场 关乎中国硬科技未来的聚会——中国科学仪器发展年会（ACCSI 2 0 2 5），即将在上海这个科研重地与长三角龙头城市拉开帷幕。复杂的国际国 内环境，使得已经举办十七届的中国科学仪器发展年会更像是一次关乎科学研究以及科学仪器未来的"思想远征"，吸引科学研究相关的各行业 学者也来到年会现场，期待与仪器企业一起攻克研究与产业中的难关。对于仪器用户而言，ACCSI 2 0 2 5有哪些吸引力呢？ 1. 探前沿 ACCSI 2 0 2 5将一如既往地汇聚行业"政、产、学、研、用、资、媒"等各方精英，中国科学院 王建宇 院士与 俞大鹏 院士确认出席，并作大会 特邀报告："高光谱及成像技术发展与应用" "量子科技需自立自强 科学仪器要一马当先"。A ...