Core Insights - An international collaborative research team from Denmark, the United States, Canada, and South Korea has experimentally demonstrated the capability of quantum technology to significantly outperform classical methods, achieving a task completion time reduction from 20 million years to just 15 minutes, thereby realizing "quantum advantage" [1][2]. Group 1: Research Findings - The research addresses a common challenge in efficiently understanding complex and noisy physical systems, where traditional methods require extensive measurements to infer system behavior, which becomes increasingly difficult for quantum systems due to measurement disturbances and exponential growth in required measurements as system size increases [1]. - The Danish technical university team introduced a unique quantum resource: entangled light, which allows for simultaneous extraction of more effective information through joint measurements, significantly reducing measurement ambiguity [2]. Group 2: Implications and Applications - The results indicate that the efficiency improvement is not due to more precise equipment but rather the inherent quantum advantage of the measurement method itself, achieved in a realistic lossy system rather than an idealized lossless environment [2]. - This breakthrough not only highlights the speed enhancement but also showcases the potential applications of quantum technology in fields such as sensing, system identification, and machine learning, paving new paths for quantum metrology and sensing [2][3]. - The transition of quantum advantage from theoretical discussions to practical demonstrations suggests a promising future for the development of high-sensitivity quantum sensors and innovative solutions in big data analysis and machine learning, significantly reducing energy consumption and time costs [3].

9月26日，国盾量子盘中下跌2.08%，截至10:38，报348.12元/股，成交4.42亿元，换手率1.55%，总市值 358.08亿元。 国盾量子今年以来股价涨16.68%，近5个交易日涨1.76%，近20日涨4.99%，近60日涨28.43%。 资金流向方面，主力资金净流出5393.34万元，特大单买入7804.96万元，占比17.66%，卖出8764.91万 元，占比19.84%；大单买入1.29亿元，占比29.25%，卖出1.74亿元，占比39.28%。 机构持仓方面，截止2025年6月30日，国盾量子十大流通股东中，广发多因子混合（002943）位居第九 大流通股东，持股142.86万股，为新进股东。 责任编辑：小浪快报 国盾量子所属申万行业为：通信-通信设备-通信终端及配件。所属概念板块包括：信息安全、量子技 术、芯片概念、专精特新、中盘等。 截至6月30日，国盾量子股东户数1.93万，较上期减少12.23%；人均流通股4165股，较上期增加 13.93%。2025年1月-6月，国盾量子实现营业收入1.21亿元，同比增长74.54%；归母净利润-2379.00万 元，同比增长32.69%。 分红 ...

Core Viewpoint - Guangku Technology's stock has experienced significant fluctuations, with a year-to-date increase of 151.75% and a recent decline of 0.86% over the past five trading days [1][2]. Company Overview - Guangku Technology, established on November 9, 2000, and listed on March 10, 2017, is located in Zhuhai, Guangdong Province. The company specializes in the design, research and development, production, sales, and service of optical fiber devices, as well as non-residential real estate leasing and import-export agency services [1]. - The company's main revenue sources are optical communication devices (46.91%), fiber laser devices (42.54%), LiDAR light source modules and devices (8.68%), and others (1.87%) [1]. Financial Performance - For the first half of 2025, Guangku Technology reported a revenue of 597 million yuan, representing a year-on-year growth of 41.58%. The net profit attributable to shareholders was 51.87 million yuan, showing a year-on-year increase of 70.96% [2]. - Since its A-share listing, Guangku Technology has distributed a total of 191 million yuan in dividends, with 82.71 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Guangku Technology was 38,000, an increase of 1.70% from the previous period. The average number of circulating shares per person decreased by 1.55% to 6,496 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 2.009 million shares (an increase of 901,000 shares), and several ETFs that have also increased their holdings [3].

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%，量子精密测量产品13.03%，量子计算 产品12.42%，其他(补充)4.56%。 国盾量子所属申万行业为：通信-通信设备-通信终端及配件。所属概念板块包括：信息安全、量子技 术、芯片概念、专精特新、航天军工等。 截至6月30日，国盾量子股东户数1.93万，较上期减少12.23%；人均流通股4165股，较上期增加 13.93%。2025年1月-6月，国盾量子实现营业收入1.21亿元，同比增长74.54%；归母净利润-2379.00万 元，同比增长32.69%。 9月25日，国盾量子盘中上涨2.14%，截至09:39，报362.60元/股，成交1.60亿元，换手率0.55% ...

Group 1: Super League Enterprise, Inc. - Super League Enterprise, Inc. announced a $10 million strategic equity investment from Evo Fund, leading to a sharp increase in its stock price [1] - Shares of Super League Enterprise rose 200% to $9.83 in pre-market trading following the announcement [1] Group 2: Other Notable Gainers - Professional Diversity Network, Inc. gained 88.8% to $5.40 in pre-market trading after a previous rise of around 4% [4] - STRATA Skin Sciences, Inc. rose 80% to $3.06 in pre-market trading after an 8% increase on Monday [4] - Jiuzi Holdings, Inc. jumped 50.9% to $1.69 in pre-market trading after a 5% gain on Monday [4] - New Era Energy & Digital, Inc. gained 47.2% to $0.8941 in pre-market trading after a surge of around 12% on Monday [4] - Better Home & Finance Holding Company increased by 30% to $64.95 in pre-market trading, following a 46% jump on Monday [4] - MicroCloud Hologram Inc. surged 29% to $7.17 in pre-market trading after announcing a breakthrough in quantum technology [4] - Cassava Sciences, Inc. rose 24.1% to $2.88 in pre-market trading after CEO Richard Barry purchased shares at an average price of $2.25 [4] - SES AI Corporation surged 10.3% to $2.04 in pre-market trading after a 17% increase on Monday [4] - Ballard Power Systems Inc. gained 8.3% to $3.12 in pre-market trading after a 5% rise on Monday [4] Group 3: Notable Decliners - Psyence Biomedical Ltd. dipped 19.6% to $3.65 in pre-market trading after a decline of around 5% on Monday [4] - Diginex Limited shares fell 17.7% to $14.60 in pre-market trading after a jump of over 30% on Monday [4] - Addentax Group Corp. declined 16.5% to $0.9021 in pre-market trading after gaining more than 30% on Monday [4] - Boxlight Corporation fell 15.5% to $4.03 in pre-market trading after a significant jump of 205% on Monday [4] - Reliance Global Group, Inc. dropped 15.5% to $0.9122 in pre-market trading after a 47% increase on Monday [4] - Qualigen Therapeutics, Inc. declined 14.1% to $4.75 in pre-market trading after a 95% jump on Monday [4] - Fly-E Group, Inc. fell 13.1% to $0.8773 in pre-market trading after announcing a securities purchase agreement [4] - Firefly Aerospace Inc. dropped 12.5% to $43.29 in pre-market trading after reporting a second-quarter loss [4] - Opendoor Technologies Inc. dipped 6.3% to $7.85 in pre-market trading after a 12% fall on Monday [4] - Symbotic Inc. fell 4.8% to $57.80 in pre-market trading after a gain of more than 6% on Monday [4]

尽管通用量子计算机还未面世，但全球科研界也都在为突破量子技术作出不断探索。 在2025浦江创新论坛"AI量子：量子智能"专题论坛上，图灵奖得主、上海期智研究院院长姚期智院士接受第一财经在内的媒体采访时表示，我国的量子产业 目前仍处于起步阶段，市场规模有限，并主要集中于科研仪器与基础实验。但他也表示，量子技术并不只局限于量子计算机，量子导航等应用正逐渐显现潜 力。未来五到十年，很多产业都会从量子科技中产生。 金叶子 / 摄 作为一位教育工作者，姚期智创建的清华大学"姚班"，培养了诸多计算机科学创新人才。2010年，姚期智牵头设立清华大学交叉信息研究院时，同时设立了 量子实验室，来设计和建造量子计算机。彼时，国内还鲜少有人关注量子计算机。 未来五到十年，很多产业都会从量子科技中产生。 "（研究院）过去十五年间，我们将量子计算、人工智能与密码学三大前沿方向作为重点，力求在十年后实现与世界同步的突破。如今看来，这一目标已基 本达成，研究院所开展的工作在国际上产生了重要影响。"姚期智说。 谈到我国的人工智能发展现状，他认为，从宏观上看，中国的AI产业应用现在处于世界第一行列，支撑之一关键是人才储备，但在源头创新上，人才 ...

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Viewpoints - The agreement on the "Technology Prosperity Agreement" between the UK and the US marks a new phase of cooperation in key emerging technologies, including AI and quantum technology, with over £31 billion committed by tech giants like Microsoft, NVIDIA, Google, and OpenAI to enhance AI infrastructure and quantum technology in the UK [2][4] - The agreement is expected to accelerate the development of quantum technology, suggesting a focus on the entire quantum technology supply chain, particularly leading companies in quantum computing and quantum communication [2][4] Summary by Relevant Sections Event Description - On September 16, the UK and the US reached an agreement on the "Technology Prosperity Agreement," indicating a generational cooperation in AI, quantum technology, and nuclear energy [4] Event Commentary - The agreement is anticipated to drive significant investment in quantum technology, with major companies like NVIDIA and Microsoft committing substantial resources to enhance the UK's AI and quantum computing capabilities [9] - The collaboration will elevate quantum technology to a national strategic level, emphasizing its importance in national security and economic prosperity [9] - The agreement is likely to lead to a multi-billion dollar investment in quantum technology, with specific commitments from major tech firms to develop advanced computing infrastructure [9]

Investment Rating - The report maintains a "Buy" rating for multiple companies in the communication sector, including 沪电股份, 美格智能, 中际旭创, 天孚通信, 鸿日达, 中国移动, 工业富联, 中国电信, 新亚电子, and 鼎通科技 [1][2][3] Core Insights - The OCS (Optical Circuit Switch) market is accelerating due to advancements in AI and is expected to see significant growth, with a projected market size increase from $72.78 million in 2020 to $366.47 million by 2024, reflecting a CAGR of 49.80% [2][16][35] - The quantum computing sector is experiencing rapid development, with significant investments from major tech companies, including a commitment of over £31 billion from Microsoft, Nvidia, Google, and OpenAI to enhance AI infrastructure and quantum technology in the UK [3][6][17] - The report highlights the potential for large-scale applications of OCS technology across various fields, driven by the increasing demand for high-speed, low-energy optical switching solutions [2][35] Summary by Sections OCS Market Insights - The OCS technology is positioned as a mainstream direction for next-generation switching technology, showcasing advantages such as high bandwidth capacity and low energy consumption [2][21] - The global OCS switch market is expected to reach $2,022.21 million by 2031, with a CAGR of 17.12% from 2025 to 2031 [16][32] - The report identifies key OCS technology solutions, including MEMS, digital liquid crystal (DLC), and direct beam steering (DBS) [24][27] Quantum Computing Developments - The quantum computing market is projected to grow from $1.1 billion in 2022 to $7.6 billion by 2027, with a CAGR of 48.1% [19][51] - Significant advancements in quantum computing architecture have been achieved, including the development of the AshN instruction set architecture, which enhances operational efficiency and reduces error accumulation [18][37] - The report emphasizes the ongoing acceleration of quantum computing technology and its potential for diverse applications [19][51] Communication Industry Dynamics - The communication sector index increased by 0.52% during the week of September 15-19, 2025, outperforming the broader market [11][12] - Key recommended stocks in the communication sector include 中国移动, 中国电信, and 中际旭创, among others [20][8] - The report notes the competitive landscape in the OCS market, with major players like Google expected to dominate the market share [29][32]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自半导体芯闻综合。 阿肯色大学 (UAPG) 是 全球知名的半导体和电力电子研究机构，其电力集团 (UAPG) 今天宣布启 动 美 国 首 个 多 用 户 碳 化 硅 半 导 体 研 究 制 造 设 施 (MUSiC) 。 MUSiC 是 美 国 首 个 致 力 于 碳 化 硅 (SiC) 研究、原型设计和大规模商业化的开放式 SiC 晶圆厂。 MUSiC 加速美国 SiC 商业化进程，同时持续推进 SiC 及相关材料的研究。MUSiC 的核心目标是 提供先进的原型设计能力，降低创新门槛，并缩短开发周期。其提供的行业参与模式涵盖标准多项 目晶圆、半定制平台、外部研发模块集成以及全定制构建。这种多功能性确保美国早期创新者和成 熟合作伙伴都能获得量身定制的途径，以满足其商业化需求。 "MUSiC 为美国提供了无与伦比的 SiC 研发资源，"UA Power Group 执行董事、阿肯色大学杰出 教授 Alan Mantooth 博士补充道。"MUSiC 的独特之处在于它能够充当研发与量产之间的桥梁， 帮助我们的合作伙伴（无论大小）提供从创新到市场部署的直接途径 ...

Core Viewpoint - The successful installation and operation of the first wide-band quantum voltage transformer by Southern Power Grid marks a significant advancement in power measurement technology, addressing challenges in measuring high-frequency voltages in new power systems [1] Group 1: Technology Advancement - The quantum voltage transformer utilizes Rydberg atom-based electric field measurement technology, overcoming traditional transformer frequency limitations [1] - It achieves a measurement accuracy of 0.2 class across a wide frequency range of 0 to 20 kHz, effectively solving the issue of inaccurate voltage measurement at frequencies of 2.5 kHz and above [1] Group 2: Collaborative Efforts - The Zunyi Power Supply Bureau's "Changqiang Innovation Studio" played a leading role in initiating the trial operation of the new quantum voltage transformer, collaborating closely with researchers from Southern Power Grid Scientific Research Institute and Chongqing University [1] - The team designed the product structure, developed data testing plans, and addressed on-site construction challenges, completing the installation and operation in one and a half months [1]