4. 【中企海外建电池储能工厂热潮再起】当前中国储能出海，在由规模扩张转向价值深耕的关键阶 段，海外建厂热潮再起。埃及公司Kemet与楚能新能源签署了合作协议，双方将共同在埃及建立一座 价值2亿美元的储能电池工厂，年产能为5GWh。阳光电源也宣布与埃及政府签署18亿美元的合作协 议，规划年产能10GWh成为区域产业核心枢纽，预计于2027年4月投产。中创新航已与葡萄牙政府 签署投资协议，双方将推进动力及储能用锂电池制造项目落地。此外，隆基绿能联合精控能源，与美 国NeoVolta共同成立了合资公司NeoVolta Power，并宣布将在美国佐治亚州彭德格拉斯建设电池 储能系统生产基地。 (电池中国 ) 5.【量子计算机"本源悟空"全球访问量突破4000万次】1月27日消息，据安徽省量子计算工程研究中 心最新发布，我国第三代自主超导量子计算机"本源悟空"全球访问量正式突破4000万次，服务网络 覆盖全球163个国家和地区，标志着中国自主量子 算力全球影响力持续提升。截至 目前，"本源悟 空"累计完成超76万个 全球量子计算任务。（ 科创板 日报 ） 更多智能制造产业资讯…… 扫码可订阅产业日报 1.【美光计划斥 ...

智通财经记者 | 周末 智通财经编辑 | 文姝琪 2024年初，玻色量子的管理层在制定年度OKR时，定下了一个看起来颇为"保守"的目标：至少卖出一台量子计算机。 在彼时的行业语境下，量子计算机仍是被线缆缠绕、躺在实验室里的精密科研仪器。甚至在许多同行眼中，能完成实验室指标已属不易，谈论"卖货"似乎为 时尚早。 但随后的市场反馈让团队措手不及。订单数倍于预期，实验室里"手搓"样机已无法应对真实的商业需求。2025年底，这家创业公司在深圳投建、落地了一座 工厂，也是国内首个规模化专用光量子计算机制造工厂。 这条从实验室仓促延伸至工厂的流水线，折射出一个被主流叙事长期忽视的可能性：在完美的通用型量子计算机诞生前的NISQ（含噪声中等规模量子）时 代，并不那么完美的专用型量子计算机或许已经撕开了商业化的口子。 非共识道路 在中国量子计算企业中，玻色量子是个非典型样本。 本源量子背靠中科大，图灵量子依托上海交大，国盾量子有国资背景，这几乎是行业的标准配置。玻色量子却是一家纯民营企业，由斯坦福毕业的文凯和在 航天领域工作数年的马寅创立。 玻色量子初创的历程也和行业主流迥异。2020年创业之初，当大多数同行还在纠结于选择超 ...

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 点评：量子计算是遵循量子力学规律来操控信息单元的一种全新计算模式。作为下一代信息技术的核心 驱动力，量子计算能够有效解决传统计算算力不足的难题，被视作引领下一代产业变革的颠覆性技术， 也成为全球科技竞争的战略焦点。技术突破、政策支持与市场需求共同驱动产业快速发展，其应用场景 从专用计算向通用计算拓展，推动金融、医药、能源等领域深度变革。量子计算产业正处于"技术驱动 向应用牵引"的关键转折期，2025-2030年将是商业化落地的黄金窗口，有望迈进千亿美元市场规模。概 念股包括科大国创、迪普科技、国盾量子等。 1、美股三大指数收盘涨跌不一，道指跌0.83%，纳指涨0.91%，标普500指数涨0.41%；科技股普涨，英 特尔涨超3%，亚马逊涨超2%。医疗保险股普跌，标普1500管理型医疗指数下跌18%，创下自1997年以 来的最大跌幅；联合健康跌超19%，CVS跌超14%。中概股涨跌不一，纳斯达克中国金龙指数涨 0.48%，爱奇艺、哔哩哔哩涨超3%，携程集团跌逾2%，小鹏汽车、理想汽车跌超1%。欧洲主要股指收 盘涨跌不一，英国富时100指数上涨0.58%，德国D ...

Group 1 - Heng Rui Medicine's HRS-5346 tablets have been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with a total R&D investment of approximately 76.3 million yuan [30][30] - Yuguang Jin Lead announced a significant short-term stock price increase of 45.01% over five consecutive trading days, raising concerns about the uncertainty of future silver prices [31] - Dongcai Technology's actual controller and vice chairman has been detained and investigated, but the company states that this will not significantly impact its normal operations [32] Group 2 - Aisen Co. plans to invest 2 billion yuan to establish an integrated circuit materials manufacturing base in East China, with the first phase expected to be operational by 2028 [33] - Jingpin Special Equipment has been banned from participating in procurement activities for the armed police force for three years, which will have a limited impact on its overall revenue [34] - Nanhua Futures' overseas subsidiary has obtained membership approval for the Nodal Exchange, allowing it to trade and clear related products [35] Group 3 - Zhong Rare Earth expects a net profit of 100 million to 130 million yuan in 2025, reversing a loss of 299 million yuan in the previous year due to market recovery and operational improvements [38] - Deep South Circuit anticipates a net profit increase of 68% to 78% in 2025, driven by growth in AI computing power and storage market demand [39] - Hai Xin Energy Science and Technology expects a net loss of 450 million to 640 million yuan in 2025, although this is an improvement from a loss of 954 million yuan the previous year [40] Group 4 - Nanya New Materials forecasts a net profit increase of 337% to 417% in 2025, attributed to the recovery in the copper-clad laminate industry [41] - CanSino Biologics expects a net profit of 24.5 million to 29 million yuan in 2025, driven by the growth of its quadrivalent meningococcal vaccine [42] - Zhiguang Electric anticipates a net profit of 110 million to 160 million yuan in 2025, reversing a loss of 326 million yuan due to rapid growth in its energy storage business [43] Group 5 - Dongfang Securities expects a net profit increase of 67.8% in 2025, supported by growth in its core investment banking and wealth management businesses [44] - King Long Motors forecasts a net profit of approximately 463.26 million yuan in 2025, reflecting a 193.68% increase due to steady growth in overseas markets [45] - Zhenray Technology expects a net profit increase of 529.64% to 642.26% in 2025, driven by demand in special integrated circuits and satellite communication markets [46] Group 6 - Yongding Co. anticipates a net profit of 200 million to 300 million yuan in 2025, representing an increase of 225.66% to 388.48% due to investment income from its joint ventures [47] - Xiamen Tungsten's preliminary report indicates a net profit of 2.311 billion yuan in 2025, a 35.08% increase driven by rising prices of tungsten and rare earth materials [48] - Guodun Quantum expects to achieve a net profit of around 5 million yuan in 2025, reversing a loss from the previous year due to growth in the quantum computing sector [49] Group 7 - Shijia Photon anticipates a net profit of approximately 342 million yuan in 2025, reflecting a growth of around 426% due to increased orders in optical chips and cables [50] - Ningbo Fubang expects a net profit of 50 million to 70 million yuan in 2025, with a significant increase of 3099.59% to 4379.43% driven by rising silver prices and non-recurring gains [51] - Huasheng Lithium Battery plans to adjust its share repurchase price limit from 32 yuan to 150 yuan per share, reflecting confidence in its future development [52]

美国麻省理工学院（MIT）科学家研发出一种新型可扩展的超导存储器。该器件基于具有一维结构的超 导纳米线，凭借独特的电学特性，实现了极低的出错率，未来有望应用于低功耗超导计算机及容错型量 子计算机。相关成果发表于新一期《自然·电子学》杂志。 ...

Economic Growth - Singapore's GDP growth for 2025 is projected at 4.8%, an increase of 0.4 percentage points from 4.4% in 2024, marking the strongest growth since 2021 [1] - The manufacturing sector is identified as the core engine of growth, with an annual output increase of 7.6% and a quarterly growth of 15% in Q4 [1] - The services sector is expected to grow by 4.1% in 2025, slightly lower than the 4.3% growth in 2024, with significant contributions from information and communication, finance, and professional services [2] Manufacturing Sector - The biopharmaceutical and electronics industries are highlighted as dual pillars of growth, benefiting from concentrated orders in tumor drugs and vaccines, as well as the AI development wave [1] - Integrated circuit exports are projected to increase by 32.1%, disk media products by 53.5%, and communication equipment by 81.4%, reflecting strong demand for high-end manufacturing driven by global AI infrastructure investments [1] Services Sector - The services sector shows a clear internal structural differentiation, with traditional consumer services like accommodation and food services growing only 3.2%, significantly lower than the previous year's 4.6% [2] - New emerging businesses such as digital trust and cross-border carbon credit management contributed over 300 million SGD to revenue, reinforcing Singapore's position as a leader in sustainable finance within ASEAN [2] Construction Sector - The construction industry is expected to grow by 4.2% in 2025, a significant decline from the 9.2% growth in 2024, yet still maintaining positive growth amid high interest rates and labor shortages [3] - The government has introduced a "Construction 4.0 Transformation Blueprint" to mandate the use of digital technologies in large projects, aiming to drive technological upgrades in the sector [3] Trade Performance - Non-oil domestic exports are projected to grow by 4.8%, aligning with GDP growth and significantly higher than the 0.2% growth in 2024 [4] - Electronic exports have maintained double-digit growth for four consecutive months, offsetting declines in other sectors such as petrochemicals and shipbuilding [4] Future Outlook - The Ministry of Trade and Industry forecasts a GDP growth range of 1% to 3% for 2026, reflecting a cautious approach amid external headwinds and internal transformation challenges [5] - The government plans to launch a new economic strategy review, focusing on enhancing supply chain resilience, deepening AI and advanced manufacturing integration, and expanding regional service trade networks [5]

智通财经APP讯，国盾量子(688027.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司 所有者的净利润与上年同期(法定披露数据)相比，将实现扭亏为盈，实现归属于母公司所有者的净利润 为500万元左右。报告期内，公司量子计算领域营业收入增长。 ...

国盾量子(688027.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司所有者的净利润与 上年同期(法定披露数据)相比，将实现扭亏为盈，实现归属于母公司所有者的净利润为500万元左右。 报告期内，公司量子计算领域营业收入增长。 ...

Core Viewpoint - IonQ Inc has announced an acquisition agreement with SkyWater Technology, valuing the deal at approximately $1.8 billion, marking a significant step in IonQ's strategy to build a fully integrated quantum platform [1][2]. Group 1: Acquisition Details - The acquisition involves a cash and stock transaction, with an offer of $35 per share, consisting of $15 in cash and $20 in stock, representing a 38% premium over SkyWater's average stock price over the past 30 days [1]. - The deal has been approved by both companies' boards and is expected to close in the second or third quarter of 2026, pending regulatory approvals and shareholder votes [1]. Group 2: Strategic Implications - This acquisition is the largest in IonQ's recent strategic initiatives, aiming to integrate its quantum architecture with SkyWater's semiconductor manufacturing capabilities, creating a closed-loop process from quantum chip design to production [1]. - SkyWater, identified as the largest domestic chip foundry in the U.S., will maintain its brand and operations as a wholly-owned subsidiary of IonQ, continuing to serve its existing clients in defense, aerospace, and commercial sectors [2]. Group 3: Market Reactions - Following the announcement, SkyWater's stock rose by 9% intraday, closing up 3.29%, while IonQ's stock initially rose but ultimately closed down 8.21%, with a post-market rebound of 2.37% [2].

每经AI快讯，国盾量子1月27日晚间发布业绩预告，公司预计2025年年度实现归属于母公司所有者的净 利润与上年同期相比，将实现扭亏为盈，实现归属于母公司所有者的净利润为500万元左右。业绩变动 主要原因是，报告期内，公司量子计算领域营业收入增长。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 （记者 王晓波） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 ...