原标题：长扬科技业绩预计稳健增长，人工智能+工业互联网安全形成解决方案落地能力 当前，数字技术日益成为创新驱动发展的先导力量，带动生产力变革、生产关系再造、经济结构重 组、生活方式巨变。数字经济也成为推动中国式现代化的重要引擎，保障关键信息基础设施安全，对于 维护国家安全、保障经济社会健康发展、维护公共利益和公民合法权益具有重要意义。 长扬科技作为工业互联网安全领域的排头兵，拥有自己的一套方法论，并已在近5000家企业成功实 践，帮助其完成安全保障体系化能力建设。对于长扬科技而言，其扎实的业绩表现，验证了持续的高增 长轨迹，这背后是其深厚的核心技术优势与前瞻性的战略布局能力共同支撑的结果。 业绩稳健增长，印证长扬高成长性 市场的最终裁判是业绩。长扬科技以持续攀升的盈收数据，为其高成长性提供了最坚实的背书。截 至今年，公司已连续三年实现盈利，同时2025年核心业绩指标实现关键突破：营收规模增长率超过 10.9%；更值得关注的是盈利质量的显著提升，净利润增长预期超过30%。这一"量价齐升"的增长格 局，清晰印证了公司主营业务不仅市场规模在快速扩大，而且技术附加值与市场竞争力在持续增强，已 经跨越了高质量发展的关键 ...

当前，数字技术日益成为创新驱动发展的先导力量，带动生产力变革、生产关系再造、经济结构重组、 生活方式巨变。数字经济也成为推动中国式现代化的重要引擎，保障关键信息基础设施安全，对于维护 国家安全、保障经济社会健康发展、维护公共利益和公民合法权益具有重要意义。 长扬科技作为工业互联网安全领域的排头兵，拥有自己的一套方法论，并已在近5000家企业成功实践， 帮助其完成安全保障体系化能力建设。对于长扬科技而言，其扎实的业绩表现，验证了持续的高增长轨 迹，这背后是其深厚的核心技术优势与前瞻性的战略布局能力共同支撑的结果。 业绩稳健增长，印证长扬高成长性 未来布局：高成长潜力的核心引擎 长扬科技的高增长并非仅依赖现有赛道，更在于其技术能力与国家"十五五"战略规划的深度契合，已在 多个前沿领域形成具体布局，打开了巨大的未来增长空间： 在人工智能战略方向：长扬科技的"AI安全智能体"技术已不是构想。它已实际应用于网络安全检测模 型、告警降噪（准确性提升90%）、资产发现及网络空间测绘系统中。2024年，相关技术已支撑公司网 络空间底图系统中标千万级项目，并在某大型能源集团实现高效运营。尤其在具身智能（如无人机、机 器狗）等人 ...

Core Insights - The company, Guoxin Technology, has confirmed that it currently has sufficient operating funds and a strong order backlog, indicating a healthy financial position [2] - The company is committed to enhancing the execution of its existing orders and is focusing on key business areas such as automotive electronics, information security, and artificial intelligence [2] - Guoxin Technology is actively embracing AI and quantum technologies to strengthen and expand its business operations [2]

近日， 美以合资航空航天技术公司Heven AeroTech宣布成功完成1亿美元B轮融资，本轮融资由量子计算 领导者IonQ领投，原有投资者Texas Venture Partners等跟投。融资后公司估值达10亿美元，正式跻身 "独角兽" 行列，将重点加码氢动力无人机的生产部署与技术升级。 商务合作 商务活动｜宣传推广｜转载开白等 联系电话｜18355423366 END 如果内容对您有所启发，欢迎在评论区留言 请 点赞 、 转发 、 小心心 ，将公众号设置为 星标 公司首席执行官兼创始人Bentzion Levinson表示："获得'独角兽'地位不仅验证了我们的技术，也验证了 我们的执行力。这笔资金将使我们能够扩大美国制造能力，加速量子赋能技术的应用，并以我们的国家安 全客户所需的规模和速度交付长航时氢动力系统"。 当前全球对先进无人系统需求旺盛，美国国防部长彼得・赫格塞斯曾 强调，无人系统在成本、时效性及人 员安全保障上的优势，使其成为未来战争的关键组成部分。 在全球市场中，氢动力无人机赛道竞争渐起。中国已研发出续航30小时的氢动力侦察无人机，英国ISS Aerospace及韩国Hylium Indus ...

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session emphasizes "high-quality development" as a primary goal for the 15th Five-Year Plan, continuing the focus from the 14th Five-Year Plan and highlighting the need for a balanced approach between stability and progress [1][2] Group 1: Stability and Progress - "Stability" is identified as the foundation for high-quality development, requiring a focus on employment, enterprises, markets, and expectations to maintain economic stability [3] - "Progress" represents the goal of high-quality development, necessitating reforms in quality, efficiency, and driving forces to achieve a balance between qualitative improvement and reasonable quantitative growth [4] Group 2: Methodological Approach - The principle of "seeking progress while maintaining stability" serves as a methodological framework for economic work, advocating for macroeconomic regulation and the effective implementation of fiscal and monetary policies [5] - Emphasizing the need for a systematic approach, the strategy calls for a balance between government and market roles, speed and quality, and development and safety [5] Group 3: Coordinated Development - The strategy promotes "point" and "surface" coordination, focusing on key issues while ensuring overall systemic progress, enhancing the internal dynamics of high-quality development [6][8] - Identifying key breakthrough areas in industrial development, the strategy emphasizes the importance of focusing on the real economy and technological innovation to drive high-quality development [7] Group 4: Domestic and International Integration - Strengthening the domestic cycle is crucial for high-quality development, with a focus on expanding domestic demand and enhancing consumption as a primary driver of economic growth [11] - The strategy highlights the importance of facilitating both domestic and international dual circulation, promoting an open and competitive market environment to enhance the quality and efficiency of high-quality development [12][13]

Group 1: Core Insights - Pat Gelsinger, former CEO of Intel, warns that the rapid expansion of the AI industry may face a bubble burst due to significant breakthroughs in quantum technology, predicting that quantum computers will become mainstream within two years [2] - Gelsinger believes that the currently dominant GPU chips will be replaced within ten years, marking a pivotal shift in computing technology [2] - Quantum information technology is seen as a disruptive innovation that challenges the limits of classical computing, offering exponential advantages in fields like cryptography, materials simulation, and artificial intelligence [3] Group 2: National Strategies and Developments - Major countries are competing for dominance in quantum technology, with the U.S. accelerating its efforts through the National Quantum Initiative, while the EU has launched the Quantum Flagship program [3] - China has prioritized quantum information as a key technology direction, with plans to achieve global leadership in quantum communication and practical breakthroughs in quantum computing by 2030 [3][10] - The "14th Five-Year Plan" and the "15th Five-Year Plan" in China emphasize the importance of quantum technology alongside AI, 6G, and biomanufacturing [3] Group 3: Industry Structure and Ecosystem - Chinese quantum enterprises are characterized by a deep integration of research-driven initiatives and state-owned enterprise support, with many companies emerging from top research institutions [4][5] - Major state-owned enterprises and research institutes collaborate with top universities and returning overseas talent to form a robust support system for quantum technology development [5] - The landscape is dominated by a "national team leading, private enterprises following" model, allowing for sustained investment in cutting-edge fields [8] Group 4: Market Potential and Growth - The global quantum computing market, including hardware, software, and services, was valued at $1.1 billion in 2022 and is projected to grow to approximately $7.6 billion by 2027, with a compound annual growth rate of 79.72% from 2022 to 2030 [11] - The commercial launch of quantum computing is anticipated around 2030, with market demand expected to exceed $100 billion [11] Group 5: Challenges Ahead - Despite promising advancements, the commercialization of quantum computing remains a long-term endeavor, requiring substantial investment, high-level talent, and advanced equipment [13] - Ongoing challenges include achieving stable qubits and quantum error correction, necessitating increased R&D investment and international collaboration [13]

格隆汇11月28日丨科大国创(300520.SZ)在投资者互动平台表示，公司参股投资了九章量子，目前持有 其4.29%股权。 ...

Core Viewpoint - The company, Guangdian Measurement, has announced strategic cooperation agreements with multiple research institutions to enhance its capabilities in navigation, quantum measurement, and semiconductor technology [1] Group 1: Strategic Collaborations - The company has signed a strategic cooperation agreement with Changsha Beidou Research Institute to establish a joint laboratory and work on research projects, focusing on the development of testing and evaluation technologies for Beidou navigation products [1] - In collaboration with Changsha Quantum Research Institute, the company aims to address critical technology challenges by co-establishing a "Quantum Measurement and Measurement Joint Laboratory" [1] - The partnership with Hunan University Changsha Semiconductor Technology and Application Innovation Research Institute will lead to the creation of a "Power Semiconductor and Integrated Circuit R&D Center" [1]

Market Overview - A-shares opened slightly lower, with the Shanghai Composite Index down 0.11% and the ChiNext Index down 0.04% [1] - The total trading volume in the Wande All A collection auction was only 12.9 billion, marking a new low for the stage [1] - Hong Kong stocks opened higher but turned negative, with the Hang Seng Index down 0.33% and the Hang Seng Tech Index down 0.2% [1][2] Sector Performance - OCS concept stocks mostly retreated, while sectors like deep-sea technology, gold, and superconductors performed well [1] - Large technology stocks in Hong Kong saw minor increases, with Alibaba, Baidu, and JD.com all rising less than 0.9% [1] - The non-ferrous metals sector continued its upward trend, with Chalco International rising by 6% [1] Bond Market - Government bond futures opened higher across the board, with the 30-year main contract up 0.11% and the 10-year main contract up 0.02% [2][3] Currency Exchange - The RMB to USD central parity rate was reported at 7.0789, down 10 points from the previous day [7]

1. Report's Industry Investment Rating - The global economic investment rating is (turning weak) [1] 2. Report's Core View - The so - called AI bubble is unlikely to exist in the next three years, and the market's long - standing "AI trading" logic has changed significantly. The AI industry is shifting from "scaling up" to the "research era." The probability of the Fed cutting interest rates in December has increased significantly. The US economy shows signs of weakening, with slow retail sales growth, accelerated private enterprise job cuts, and an emerging burden - of - cost crisis on the consumer side. The global economy is entering the top - region due to the US's continuous wrong policies [1][2] 3. Summary by Related Catalog 3.1 Important Information - AI - related: Industry leaders like the CEO of Alibaba suggest that new and previous generations of GPUs are fully utilized, indicating no AI bubble in the next three years. Google's full - stack innovation creates a multiplier effect, and about 5 years later, people will be excited about quantum technology. The market's "AI trading" logic has changed, with "Google chain" stocks rising and "OpenAI chain" stocks falling. The era of AI breakthroughs by "scaling up" is over, and the industry is moving towards a "research era" [1] - Economic - related: Goldman Sachs launched a new portfolio GSXUPROD with non - tech companies integrating AI. US retail sales in September increased only 0.2%, far below expectations, and consumer confidence dropped. ADP data shows private enterprises are laying off more employees, increasing the probability of a Fed rate cut in December. US PPI rose in September, indicating a resurgence of inflation. Musk is promoting an AI - replacing - human strategy [1][2] 3.2 Global Economic Logic - The probability of the Fed cutting interest rates in December has risen to 80%. Google plans to double AI computing power every 6 months and achieve a 1000 - fold increase in 4 - 5 years. The CEO of NVIDIA believes China will win the AI competition. The construction of AI data centers in the next five years will require at least $5 trillion, and US data center planning capacity has increased. US stock market retail participation is accelerating. US economic indicators such as retail sales and employment are weakening, and the global economy is entering the top - region due to US policies [2]