Group 1 - The board of directors of GuoDun Quantum held its 15th meeting on August 12, 2025, with all 9 directors present, ensuring compliance with relevant laws and regulations [1] - The board approved five resolutions, including the review of the 2025 semi-annual report and its summary, with unanimous support [1][2] - The board also approved a special report on the use of raised funds for the first half of 2025, with unanimous support [2] Group 2 - The board approved a semi-annual evaluation report on the quality improvement and efficiency enhancement action plan for 2025, with unanimous support [2] - The company plans to sign a sales contract with China Telecom Quantum Group, estimated at 76.54 million yuan, with total sales contracts with related parties in the past 12 months amounting to 79.59 million yuan [3] - The board agreed to sign a service contract with China Telecom Quantum Technology for specialized technical services, estimated at 14 million yuan, with total service contracts with related parties in the past 12 months also amounting to 14 million yuan [3] Group 3 - The board approved the proposal to hold the fourth extraordinary general meeting of shareholders on August 29, 2025, with unanimous support [4]

作者：情报员 本文源自：金融界 金融界2025年8月12日消息，国家知识产权局信息显示，微软技术许可有限责任公司取得一项名为"逻辑 量子位编码表面"的专利，授权公告号CN114556378B，申请日期为2020年10月。 ...

Group 1 - Japan is facing a significant digital services trade deficit, with a recorded deficit of 3.481 trillion yen in the first half of 2025, highlighting its reliance on foreign tech giants [1] - The digital deficit is projected to triple over the next decade, indicating a growing concern for Japan's international balance of payments [1][2] - In the first half of 2025, Japan's service trade balance showed a surplus of 14.5988 trillion yen, but the digital services deficit of 1.3779 trillion yen nearly offset this surplus [1] Group 2 - The increasing reliance on major US tech companies like GAFA for advertising and cloud services is contributing to Japan's expanding digital deficit [2] - The Ministry of Economy, Trade and Industry estimates that by 2035, Japan's digital deficit could reach 18 trillion yen, which is 2.6 times the projected deficit for 2024 [2] - The Japanese government plans to implement support measures to enhance the competitiveness of domestic digital services and reduce the international balance of payments deficit [3]

Core Viewpoint - The rise of China's biotechnology industry is causing concern among U.S. pharmaceutical companies and politicians, with Pfizer's CEO emphasizing the need for the U.S. to focus on surpassing China rather than preventing technology transfer [1][3]. Group 1: Industry Trends - By the first half of 2025, one-third of global pharmaceutical licensing deals will involve Chinese drugs, up from 21% in 2023 and 2024, indicating a significant increase in China's role in the global pharmaceutical market [3]. - Pfizer's recent licensing deal with China's 3SBio for an oncology drug, valued at $60.5 billion, highlights the growing importance of Chinese biotech firms in the global landscape [3]. - Over the past decade, China's biotechnology sector has rapidly developed due to government support, flexible regulations, and a skilled workforce, leading to increased investment and competition with the U.S. [3][5]. Group 2: Competitive Landscape - China is now on par with the U.S. in clinical trial activities, and Chinese researchers are leading in CRISPR gene editing and structural biology publications [4][5]. - By 2025, the number of biotechnology patent applications submitted by Chinese researchers is expected to surpass that of their U.S. counterparts, attracting more private investment into Chinese biotech companies [5]. Group 3: Government and Policy Implications - The U.S. biotechnology sector has faced funding challenges, with calls for significant government investment to avoid falling behind China [5]. - Recent U.S. tax and spending legislation has provided some support for domestic pharmaceutical companies, allowing immediate deductions for certain R&D expenses [5]. - However, the Trump administration's proposed tariffs on imported drugs could create further uncertainty for the U.S. pharmaceutical industry [5][6].

对于山东康达永创仪器设备有限公司市场开发部经理戴鹏鹏而言，量子技术"看得见、摸得着"。"精密 传感器是我们的产品之一，但此前一直面临着微弱信号放大的难题。"戴鹏鹏说，潍坊学院量子技术团 队基于数字锁相放大器的微弱信号放大与检测技术展开研发，实现了强噪声背景下对微弱信号的检测突 破，解决了这一难题。 这是潍坊学院量子技术团队创新成果应用的最新案例，也是该校作为地方性高校在学科竞争中实现突围 的一个缩影。近日，科技日报记者走进潍坊学院量子技术团队所在的物理与电子信息学院，了解他们的 创新故事。 拥有大规模实验设施 记者见到潍坊学院物理与电子信息学院院长曹连振时，他带领团队正在攻关山东省联合基金重点项目 ——"基于光子多自由度调控的高维光量子门的实验与应用研究"。此时，实验已进行到关键时刻。提升 量子计算性能、提高量子精密测量精度、增强量子器件效能是团队的三大目标。 当年，中国科学技术大学校友、潍坊学院物理与电子信息学院老院长逯怀新，联系到当时刚学成回国不 久的中国科学技术大学教授潘建伟。在潘建伟的帮助下，潍坊学院的量子技术研究平台逐渐建立起来。 曹连振说，在技术层面，光量子实验室以中国科学技术大学量子团队的指导方 ...

Group 1 - The core point of the article is that Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for a method related to quantum state preparation and devices, indicating its advancements in quantum technology [1] Group 2 - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is primarily engaged in software and information technology services [1] - The company has a registered capital of 2 million USD [1] - Tencent Technology has invested in 15 companies and participated in 262 bidding projects [1] - The company holds 5000 trademark records and 5000 patent records, along with 501 administrative licenses [1]

Core Viewpoint - Fujitsu is collaborating with RIKEN to develop a new quantum computer that aims to achieve the world's highest computational power, with approximately 250 logical qubits, surpassing IBM's model by 25% expected to be completed by 2029 [1][2]. Group 1: Development and Technology - Fujitsu's new quantum computer will utilize superconducting technology, which involves cooling devices to extremely low temperatures to eliminate resistance [1][2]. - The company is transitioning from relying on overseas suppliers for key components like cryogenic machines to using domestic Japanese manufacturers, with IHI and Taiyo Nippon Sanso as potential partners [1][2]. - Fujitsu is optimizing the wiring of micro-components and control devices to enhance performance while maintaining compactness within a single cryogenic machine [2]. Group 2: Performance and Efficiency - The quantum computer developed using the STAR architecture in collaboration with Osaka University is expected to complete a task that currently takes five years on a supercomputer in about 10 hours [2]. - Fujitsu is focusing on both hardware and software advancements to surpass the computational speed of competing products, while also addressing energy efficiency and manufacturing cost reduction [2]. Group 3: Market and Applications - Quantum computers are anticipated to drive significant technological transformations across various industries, including drug development, new material research, finance, and electric vehicles (EVs) [3]. - The global quantum computing market is expected to expand alongside related industries as practical applications progress [3]. - The Japanese government is supporting the development of domestic quantum computers, with Fujitsu set to receive approximately 10 billion yen in subsidies from the New Energy and Industrial Technology Development Organization (NEDO) [3].

Core Viewpoint - The article highlights the issue of misleading marketing practices in the sunscreen product industry, particularly regarding the exaggerated claims of "high-tech" features and efficacy, which mislead consumers and disrupt market order [1][2][3] Group 1: Misleading Claims - Many sunscreen products claim to have unique technologies that provide superior sun protection, but actual performance often falls short of these claims, leading to consumer dissatisfaction [1][2] - Some products advertise long-lasting protection, such as 12 hours, yet consumers experience sunburn after just a few hours of outdoor activity, indicating a significant gap between marketing and reality [1] Group 2: Conceptual Marketing - The use of complex scientific terms like "nanoparticles," "quantum technology," and "gene repair factors" in marketing lacks substantial scientific backing and serves primarily to create a false sense of product superiority [2] - Brands exploit consumers' unfamiliarity with advanced scientific concepts to differentiate their products, often without any real technological basis [2] Group 3: Ingredient Misrepresentation - There are instances of false labeling regarding the ingredients in "high-tech" sunscreen products, where companies claim to include rare and expensive natural components that are either present in negligible amounts or entirely absent [2] - This deceptive practice undermines consumer trust in the sunscreen market and raises concerns about product integrity [2] Group 4: Need for Regulation and Self-Regulation - Increased regulatory oversight is necessary to combat exaggerated claims, conceptual marketing, and false labeling in the sunscreen industry, including stricter scrutiny of promotional content [2] - Companies should adopt self-regulation practices, focusing on genuine technological innovation rather than misleading advertising to enhance product quality [3] - Consumers are encouraged to develop better discernment skills to avoid being misled by exaggerated marketing claims and to focus on actual product performance data and reviews [3]

Core Insights - Shanxi Guoke Semiconductor Optoelectronics Co., Ltd. has recently completed a significant A-round financing led by multiple investment firms, indicating strong investor confidence in the company’s potential [1][4]. Company Overview - Founded at the end of 2020 by a team of scientists from the Chinese Academy of Sciences, Shanxi Guoke is the only high-tech enterprise in China that has established a complete production line for III-V antimonide semiconductors, focusing on laser chips, infrared detectors, and command systems [2]. Financing Purpose - The funds from this round of financing will be allocated to three main areas: enhancing R&D across the entire process from materials to systems, expanding the initial production line to increase capacity for high-end lasers and infrared modules, and accelerating market penetration in emerging sectors such as quantum communication and national defense, aiming for a dual strategy of "domestic substitution + cutting-edge leadership" [3]. Investment Rationale - The investment partners highlighted Shanxi Guoke's nearly two decades of technological accumulation and the establishment of the first production line compatible with III-V antimonides, which presents a high technical barrier. The company’s products have already entered strategic markets such as aerospace and quantum technology, indicating a broad market potential [4]. Investment Perspective - Recent government policies encouraging investment in semiconductor and quantum technologies align with Shanxi Guoke's fully controllable technology chain, showcasing the speed of hard technology entrepreneurship. The investment firms are strategically positioned in national priority sectors, reflecting their commitment to professional responsibility in managing investments [5].

Core Viewpoint - Quantum computing company "Quantum Spin Technology" has completed a Series B financing round amounting to hundreds of millions, with investors including government funds and various institutions. The funds will be used to expand research and production of superconducting quantum computers and to grow the research team [2][6]. Financing - Quantum Spin Technology has completed five rounds of financing since its establishment, with investors including Ming Shi Capital, Shenzhen High-tech Investment Group, and others [7]. - The recent financing round is primarily supported by government funds and industrial capital [2]. Technology and Products - Quantum Spin Technology focuses on the industrialization and popularization of quantum computing, providing a one-stop solution that includes superconducting quantum computers, desktop nuclear magnetic quantum computers, quantum computing cloud platforms, and application software [6][7]. - The company has developed a self-researched superconducting chip "Shaowei," which features high Qi value, long qubit lifespan, and high stability [7][11]. Market Potential - According to McKinsey, the global quantum computing revenue is expected to exceed $1 billion by 2025, with the market potentially reaching between $28 billion and $72 billion by 2035 [5]. - The entire quantum technology industry is projected to approach $100 billion by 2035 and reach $198 billion by 2040 [5]. Competitive Landscape - Quantum Spin Technology is positioned as a leading technology enterprise in the superconducting and nuclear magnetic quantum fields, competing with major companies like IBM and Google [10][11]. - The company aims to achieve breakthroughs in core technology areas by 2025, including material processes, chip design, and system integration [11][12]. Future Outlook - The company plans to focus on three main areas: advancing technology in superconducting quantum computers and cloud platforms, deepening application scenarios in finance and AI, and expanding its global market presence [12][25]. - The CEO believes that achieving fault-tolerant superconducting quantum computers will require significant time and investment, with milestones set for 2029 and 2035 [12][22].