登录新浪财经APP 搜索【信披】查看更多考评等级 国盾量子12月18日晚发布公告称，公司董事长吕品不幸逝世。 公告称，吕品于2025年5月起担任国盾量子董事长，并担任战略与投资委员会主任委员、薪酬与考核委 员会委员。公司及公司董事会对吕品先生的逝世表示沉痛哀悼，并向其家属表达深切慰问。 截至公告披露日，吕品不持有公司股票，亦不存在应当履行而未履行的股份锁定承诺。吕品的逝世不会 导致公司董事会成员人数低于法定人数，不会影响公司董事会的正常运作。公司将根据有关规定，尽快 完成董事补选及董事长选举的相关工作，并及时履行信息披露义务。 图片来源：公司公告 当晚，"合肥高新公安"微博发布的警情通报显示，2025年12月18日13时许，该局接报警称，吕某（男， 46岁）在望江西路与孔雀台路交口某公司一办公室内失去意识。接警后，民警立即到场处置。经120现 场确认，吕某已无生命体征。经公安机关勘查调查，已排除案件。 "合肥高新公安"微博 根据公开信息，吕品1979年7月出生，硕士研究生学历，拥有丰富的电信行业从业经验，曾任中国电信 集团有限公司市场部副总经理、中国电信股份有限公司安徽分公司副总经理等职。2023年，吕品出任 ...

从合作内容上看，星华新材根据自身实力、对量子科技的理解以及监管政策的许可，寻求在合适的时机 对国腾公司进行战略投资；星华新材作为一家拥有20多年产业化经验的新材料公司，利用自身优势，为 国腾公司生产线优化、良品率提升以及大规模的产业化提供有力支持。同时，星华新材赋能客户和市场 资源，在功能材料生产制备、工业互联服务、信息与网络安全等领域积极推动量子产业应用落地。 公司表示，国腾公司拥有面向多用户联网的量子通信关键技术和量子密钥分发成套设备的多项核心专 利，致力于量子与经典通信网络融合技术、量子系统、量子芯片、量子计算机整体架构以及操作和应用 系统等领域的研发和成果转化；而公司深耕反光材料行业多年，拥有成熟的制造体系并且积累了丰富的 产业化运作经验。双方通过优势互补，共同推动量子技术在更多领域的产业化应用落地。 公司称，与国腾公司不存在关联关系，最近三年双方未签署过类似协议；国腾公司不属于失信被执行 人，具备履行相关协议约定义务的能力。此协议仅为双方开展战略合作的框架性文本，不涉及具体项目 和交易金额，对公司本年度财务状况、经营业绩及长期收益暂不构成重大影响，不影响公司的业务独立 性，敬请广大投资者注意投资风险 ...

Group 1: Macroeconomic Insights - The Fourth Plenary Session of the 20th Central Committee emphasizes accelerating high-level technological self-reliance, building a strong domestic market, and expanding high-level opening-up [1] - The U.S. and EU have initiated new sanctions against Russia, particularly targeting its oil sector, leading to a significant rise in international oil prices [2][4] - The EU's sanctions include Chinese companies, which has raised concerns from China's Ministry of Commerce regarding the impact on Sino-European economic cooperation [4] Group 2: Market Reactions - Major foreign investment firms, including Goldman Sachs and Morgan Stanley, express optimism about the Chinese market, predicting a 30% increase in major stock indices by the end of 2027 [3] - The Nasdaq Golden Dragon China Index rose by 1.66%, with Alibaba's stock increasing by over 3% [3] Group 3: Sector-Specific Developments - The semiconductor industry is experiencing a "super cycle," with NAND and DRAM prices rising by 30% due to tight supply [10] - Alibaba's self-developed AI glasses are set for pre-sale, with expectations of a significant market opportunity, projecting a 188% increase in sales by 2025 [11] - Breakthroughs in quantum communication are anticipated to accelerate the industrialization of quantum technologies, with potential recognition in the 2025 Nobel Prize in Physics [12]

Market Overview - The technology sector continues to adjust, with individual stock performance taking precedence, as leading stocks like Shenghong Technology, Industrial Fulian, and Haiguang Information see gains [1] - The non-ferrous metals sector is experiencing a downturn, with significant declines in stocks such as Northern Rare Earth and Ganfeng Lithium [1] - The pharmaceutical sector, previously under pressure, is rebounding alongside consumer goods, with notable increases in stocks like Guangshentang and Shutaishen [1][2] Pharmaceutical Sector - The innovative drug sector has shown strong performance in the first half of the year, becoming a core market focus, although it has faced fluctuations since mid-August [4] - Key stocks in the innovative drug sector include Guangshentang, which saw a 20% increase, and Shutaishen, which rose by 14.4% [3] - Institutional investors anticipate a shift in investment logic from sentiment-driven to fundamentals-driven for the innovative drug sector, focusing on companies with solid performance and late-stage clinical products [5] Quantum Technology Sector - The quantum technology sector is experiencing a rise, with significant gains in stocks like Hexin Instruments and Geer Software [6][8] - Recent developments, including the awarding of the 2025 Nobel Prize in Physics for contributions to quantum mechanics, are expected to enhance interest in quantum technologies [9] - The global quantum computing market is projected to grow from $1.1 billion in 2022 to approximately $7.6 billion by 2027, indicating a critical transition from laboratory research to industrial application [10]

Group 1 - Beijing showcased its technological innovation advantages by announcing 215 investment cooperation projects and signing 30 key industrial projects with a total value of 61.54 billion yuan during the "Investment Beijing" conference at the 2025 Zhongguancun Forum [1] - The release of the first comprehensive reform document to facilitate cross-border data flow in Beijing attracted significant attention, aiming to streamline processes for businesses and enhance the local service brand [2] - Beijing has implemented over 1,700 business environment reform measures, transitioning from a "follower" to a "leader" in business environment [2] Group 2 - The Beijing-Tianjin-Hebei region has made significant progress in collaborative innovation, with the economic total crossing six trillion yuan milestones over 11 years [3] - Policies to promote the transformation of scientific and technological achievements in the Beijing-Tianjin-Hebei region are being developed, focusing on enhancing the efficiency and proportion of technology transfer [3] - The collaboration between the three regions is expected to drive mutual benefits and influence surrounding areas, particularly in sectors like artificial intelligence and new energy [3] Group 3 - Zhongguancun has become a symbol of China's innovation development, emphasizing high-level openness and integration into the global innovation network [4] - Many Zhongguancun tech companies have leveraged Hong Kong's capital market for financing and business expansion, indicating a growing trend of cross-border collaboration [5] - The launch of the "Enterprise One-Stop Cross-Border Development Service Platform (2025)" aims to deepen the integration of Zhongguancun's innovation ecosystem with ASEAN markets [5]