Core Points - The company is holding its third extraordinary general meeting of shareholders in 2025 to discuss important proposals, including signing a patent implementation license contract and revising the external investment management system [1][24]. Group 1: Meeting Details - The meeting is scheduled for July 31, 2025, at 15:00, located at the Keda Guandun Quantum Technology Park in Hefei, Anhui Province [7]. - Voting will be conducted through a combination of on-site and online methods, with specific time slots for online voting [7][3]. Group 2: Proposal on Patent License Agreement - The company plans to renew a patent implementation license agreement with the University of Science and Technology of China (USTC) and sign a new agreement due to business needs [5][10]. - The first contract involves a patent for an arbitrary waveform generation system and a proprietary technology for a low-latency synchronization device, with a license period of three years and a revenue-sharing model where 30% of net sales profit will be paid to USTC [6][10][12]. - The second contract includes three patents and one proprietary technology, with a two-year license period and a one-time entry fee of 200,000 yuan, along with a 50% share of net sales profit [17][18]. Group 3: Impact and Compliance - The transactions are considered normal business operations that will enhance the company's product matrix and market competitiveness without harming the interests of the company or its shareholders [22]. - The company emphasizes that these transactions will not significantly impact its independence or create major reliance on the related party [22].

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [6] Core Insights - Quantum technology is expected to bring disruptive innovations in computing power, driving demand for quantum secure communication and post-quantum cryptography [12] - Major advancements in quantum computing have been made by leading companies, indicating a competitive landscape in the industry [13][14] - The establishment of dedicated quantum research centers by companies like NVIDIA signifies a strategic shift towards integrating quantum computing with AI [15][16] Summary by Sections 1. Industry Insights - Quantum computing is based on quantum mechanics, utilizing quantum bits for processing, which offers unparalleled information capacity and parallel processing capabilities [12] - The emergence of quantum secure communication and post-quantum cryptography is a response to the potential threats posed by quantum computing to traditional encryption methods [12] 2. Chip Developments - Microsoft launched the Majorana 1 quantum chip, while Amazon introduced the Ocelot chip, which significantly reduces error correction overhead [13] - D-Wave's Advantage2™ system marks a pivotal shift from laboratory to enterprise-level applications, featuring over 4,400 qubits [13] - IBM's roadmap includes the release of a large-scale fault-tolerant quantum computer by 2029, expected to outperform current systems by 20,000 times [13] 3. Algorithmic Advancements - D-Wave demonstrated quantum superiority by solving a magnetic material simulation problem in 20 minutes, a task that would take traditional supercomputers nearly 1 million years [14] - Google's research indicates that a million noisy qubits could crack RSA-2048 encryption in a week, significantly shortening the traditional security period [14] 4. Industry Participation - NVIDIA's establishment of the Accelerated Quantum Research Center aims to integrate quantum hardware with AI supercomputing [15] - The CEO of NVIDIA has shifted his stance on quantum computing, predicting significant advancements in the coming years [16] 5. Market Performance - The computer industry index decreased by 2.25%, underperforming compared to major indices [17] - The report highlights the need to monitor long-term trends in AI, robotics, and self-controllable industries [21]

从"墨子号"到量子"京沪干线"，从"九章号"到"祖冲之号"，他带领团队一次次突破技术极限，在国际前 沿领域创造一项又一项中国奇迹，用量子密钥守护国家安全，为国铸盾。他就是中国量子科技梦之队的 队长潘建伟。 中国科学院院士、中国科学技术大学教授 潘建伟：中高轨量子卫星它的功能很强大，它在天上可以同 时看到相距1万公里的两个地点，那么我们就可以建立北京和非洲南非的量子密钥分发，全天都可以保 证密钥分发，保障国家的信息安全传输。 从小在浙江东阳农村长大，潘建伟最喜欢的科目就是物理。1987年，潘建伟考入中国科学技术大学近代 物理系，开始探索神奇的量子世界，也感受到了科学家的责任和使命。 中国科学院院士、中国科学技术大学教授 潘建伟：我们系的首任系主任就是赵忠尧先生，知道新中国 成立之后，他一定要从美国回来，我们系当年是为了"两弹一星"，主要是搞核物理为主的，他说他们这 一代为祖国的强大和富强作出了贡献，希望我们后辈的科学家能够继续为这个努力，这是我们当时一个 很大的梦想。 正当申请经费面临困难时，潘建伟留学期间参与的研究和爱因斯坦建立相对论等重大成果一起被《自 然》杂志评为"百年物理学21篇经典论文"，量子信息逐渐 ...