记者19日从上海交通大学获悉，该校物理与天文学院讲席教授、李政道研究所兼职研究员张卫平与助理 研究员包谷之等组成的团队，在量子干涉技术与量子精密测量领域再次取得重大突破，提出并实现了一 种全新的干涉架构——"量子孪生干涉仪"。该团队将其一直保持的量子关联干涉仪相位测量信噪比的国 际纪录再次提升三个数量级。相关成果近日发表于国际期刊《科学进展》。 为突破此局限，团队构建了互为纠缠的"量子孪生干涉仪"，取代现有的平衡零拍探测。基于并行配置的 双对孪生纠缠光束，团队建立了量子关联干涉与纠缠探测协同的相位测量新范式。这一成果成为量子计 量学向前迈进的又一里程碑。 （文章来源：科技日报） 干涉仪在导航、引力波探测、电磁传感及量子计量学的众多方向都是不可或缺的精密测量工具，但其探 测微弱信号的灵敏度受限于标准量子极限。该团队首次实现的光量子关联干涉仪及量子增强梯度计已成 功突破了这一极限，并长期在国际上保持最好纪录。 据悉，目前主流的量子干涉相位测量均采用平衡零拍探测原理，依靠一个强本地振荡场作为参考，通过 信号光与其干涉来提取相位信息。然而，长期以来学界并未意识到，由于强本地振荡场的存在，平衡零 拍探测中，干涉两臂光强 ...

东南大学量子材料与信息器件教育部重点实验室 南京邮电大学实验室中的量子科技设备 □ 本报记者叶真谢诗涵 未来产业代表科技革命和产业变革的方向。不久前，"十五五"规划建议提出，前瞻布局未来产业，推动 量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信等成为新的经济增长 点。在江苏这片创新热土上，量子科技已崭露头角。近日，记者探访省内部分高校，感知量子赛道创新 力。 瞄准前沿，不断产出重要成果 在高校实验室里，量子科技新成果不断涌现。 今年10月，东南大学量子材料与信息器件教育部重点实验室传出好消息：该校物理学院副院长苗霖团队 在"交错磁体"这一国际前沿的新型量子材料研究上取得重要成果。 交错磁体是近年来发现的一种新型量子材料。经过两年的潜心研究，团队给这种原本是"三维砖块"状的 材料送上一张"二向箔"——制备成极薄的"二维薄膜"。"通过将材料从三维降至二维，我们不仅发现了 新的物理现象，更重要的是找到了一条调控其量子效应的新路径。研究人员能像'翻书页'一样，对材料 的量子态进行精确调控。"苗霖为记者描绘了其应用前景，"现在的数据存储技术，好比在一条拥挤的城 市道路上行车，速度受限且能耗较高。 ...

Core Insights - Quantum technology is transitioning from theoretical research to practical applications, with significant advancements in quantum computing, communication, and precision measurement [2][3][4] - The industry is experiencing rapid development, with key breakthroughs in quantum computing technology and the establishment of a more complete industrial chain [4][5][6] - Government policies are increasingly supportive of quantum technology, aiming to make it a new economic growth point during the 14th Five-Year Plan period [7][8] Industry Overview - Quantum technology encompasses three main sectors: quantum computing, quantum communication, and quantum precision measurement, each at different stages of development [2] - The market potential for quantum computing is enormous, with expectations for commercial breakthroughs in the next two years [2][4] - Quantum communication has already seen practical applications, providing solutions for secure communication in various sectors [2][3] Technological Advancements - Recent advancements include the development of the "Han Yuan 1" quantum computer, which has begun commercial applications and secured orders exceeding 40 million yuan [4] - The emergence of domestic companies capable of producing dilution refrigerators marks a significant step in supporting quantum computing infrastructure [5][6] - Companies are focusing on miniaturizing quantum key distribution devices and enhancing quantum computing hardware capabilities [6] Policy and Future Outlook - The Chinese government is prioritizing quantum technology in its economic planning, indicating a strong commitment to fostering this sector [7] - The introduction of targeted financial support mechanisms is expected to mitigate risks and enhance investment in quantum technology [7] - The industry anticipates significant growth in the next five years, driven by improved research and development, productization, and application of quantum technologies [8]

Core Insights - The quantum technology sector is experiencing significant advancements, with both policy support and technological breakthroughs driving growth [2][3][4] - The global quantum computing industry is projected to grow from $4.7 billion in 2023 to over $800 billion by 2035, indicating substantial market potential [4] - A total of over 60 A-share companies are involved in quantum technology, with significant R&D investments, particularly in quantum security chips and modules [4][5] Policy Developments - Anhui Province is focusing on scaling quantum technology applications, aiming to implement nearly 300 application scenarios by the end of this year and 1,000 by 2027 [2] Technological Breakthroughs - Domestic advancements include a new architecture for atomic quantum computing that addresses challenges in high parallelism, speed, and stability [3] - Internationally, a team from the University of Chicago has theoretically extended the connection distance between quantum computers to 2,000 kilometers [3] Industry Growth and Investment - In the first three quarters of this year, A-share companies involved in quantum technology reported a total R&D expenditure of 69.47 billion yuan, accounting for 3.86% of total revenue [4] - Notable companies with high R&D expenditure include China Mobile, ZTE, and China Telecom, with 国芯科技 leading at 89.03% of revenue spent on R&D [4][5] Market Opportunities - Quantum communication, particularly quantum key distribution (QKD), is identified as the most mature and commercially viable area within quantum technology [3] - Quantum measurement is also highlighted as an early revenue-generating sector, akin to "hidden champions" in niche markets [3]

Core Insights - Quantum technology is viewed as the "key" to the next generation of information technology revolution, with significant breakthroughs in both policy and technology [1][3]. Policy Developments - The Anhui Provincial Development and Reform Commission announced that quantum technology is transitioning from technological breakthroughs to large-scale industrial applications, aiming to implement nearly 300 application scenarios by the end of this year and 1,000 by 2027 [1]. - The United Nations Educational, Scientific and Cultural Organization (UNESCO) has declared 2025 as the "International Year of Quantum Science and Technology" to commemorate the 100th anniversary of quantum mechanics [3]. Technological Advancements - A team from the Chinese Academy of Sciences has made significant progress in neutral atom quantum computing, proposing a new architecture based on fiber arrays that addresses challenges in achieving high parallelism, speed, and stability [1]. - Researchers at the University of Chicago have theoretically extended the connection distance between quantum computers to 2,000 kilometers, making the construction of a global quantum internet more feasible [2]. Industry Growth Potential - Quantum technology, encompassing quantum computing, quantum communication, and quantum precision measurement, is identified as a future industry with substantial growth potential, as highlighted in the 14th Five-Year Plan [3]. - The global quantum computing industry is projected to grow from $4.7 billion in 2023 to over $800 billion by 2035 [3]. R&D Investment - Over 60 companies in the A-share market are involved in quantum technology, with a total R&D expenditure of 69.47 billion yuan, accounting for 3.86% of total revenue [4]. - Among these, 35 companies reported R&D expenses exceeding 100 million yuan in the first three quarters, with seven companies surpassing 1 billion yuan [5]. Key Players and Financial Metrics - Notable companies include Guoxin Technology, which has the highest R&D expense-to-revenue ratio at 89.03%, and has successfully commercialized quantum security chips [5][6]. - Other companies with significant R&D investments include Suzhou Keda, Tianrongxin, and Digital Certification, with varying R&D expense ratios [5][6]. Institutional Interest - Institutional interest is high for companies like ZTE Corporation and China Mobile, with ZTE receiving ratings from 23 institutions [7]. - Forecasts indicate that nine companies are expected to achieve net profit growth rates exceeding 15% from 2025 to 2027 [7]. Market Predictions - Several stocks, including China Haifang and Keda Technology, are projected to have significant upside potential based on institutional target prices [8].

Core Insights - The "15th Five-Year Plan" emphasizes the importance of quantum technology as a new economic growth point, marking a shift from basic research to industrial application and economic empowerment [1][9] - China aims to enhance its position in the global technology competition by focusing on original innovation and creating a conducive environment for disruptive innovation in quantum technology [2][8] - The plan indicates a significant increase in investment and support for quantum technology, including funding, talent acquisition, and infrastructure development [2][8] Quantum Communication - China has achieved several "world firsts" in quantum communication, including the launch of the world's first quantum science satellite, "Mozi," and the establishment of the "Beijing-Shanghai" quantum communication backbone network [3][4] - Pilot applications of quantum key distribution (QKD) have been initiated in various sectors, including government, finance, and power, demonstrating superior security compared to traditional encryption methods [3][6] Quantum Computing - Breakthroughs in quantum computing have been made, with the "Nine Chapters" quantum computer achieving quantum supremacy in specific tasks, outperforming classical supercomputers by several orders of magnitude [3][4] - Major tech companies like Baidu, Huawei, and Alibaba are developing quantum computing cloud platforms, making quantum computing more accessible to businesses and researchers [6][9] Quantum Precision Measurement - Significant advancements in quantum precision measurement technologies, such as atomic clocks and quantum radars, have been made, showcasing their potential in various applications, including navigation and resource exploration [4][7] - Commercial quantum sensors are being developed and utilized in academic and industrial settings, indicating a growing market for quantum measurement technologies [7] Commercialization Trends - Quantum communication is currently the most commercially advanced area, with companies like Guoshun Quantum and China Telecom promoting quantum key distribution solutions nationwide [6][8] - Quantum computing is still in the early stages of commercialization, but its potential applications in finance, pharmaceuticals, and logistics are attracting interest from various enterprises [6][9] Future Outlook - The "15th Five-Year Plan" is expected to accelerate the industrialization of quantum technology, with national projects focusing on overcoming key technological challenges [8][9] - The formation of industry clusters around major cities and increased capital investment in quantum startups are anticipated, fostering a complete industrial chain [8][9] - The integration of quantum technology with AI, blockchain, and IoT is expected to create new business models and enhance technological capabilities [8][9]

Core Insights - The article emphasizes the elevation of quantum technology to a national strategic level in China's 14th Five-Year Plan, indicating unprecedented development opportunities for the next five years [2] - Quantum technology is identified as a key area for future industrial layout, with a focus on achieving breakthroughs in technology, industrial implementation, and ecosystem development during the 14th Five-Year Plan [1][2] Quantum Technology Overview - Quantum technology is categorized into three main areas: quantum computing, quantum communication, and quantum precision measurement [3] - Quantum computing aims to solve specialized machine breakthroughs, with applications in financial modeling, drug development, logistics optimization, and AI computing power [4] - Quantum communication is in the early stages of large-scale application, crucial for secure communications in defense, government, and finance [4] - Quantum precision measurement is currently in the scenario validation phase, with potential applications in healthcare, resource exploration, power grid monitoring, and gravity surveying [5] Industry Development and Challenges - The quantum technology industry is still in its early development stage, requiring ongoing innovation, core technology breakthroughs, and self-controllable core components [6] - There is a need for improved integration with IoT, AI, and big data technologies to accelerate upstream and downstream collaboration in the industry [6] - Current challenges include a lack of significant application scenarios, high technical barriers, and insufficient public understanding of quantum technology [7] - The industry is seen as a forward-looking sector, with a focus on establishing a solid innovation system and technological foundation for future opportunities [7] Investment Perspective - From an investment standpoint, it is crucial to recognize the current maturity level and engineering stage of quantum technology, as significant scientific challenges remain before practical applications can be realized [11] - The industry chain needs to be enhanced, particularly in core materials and high-end equipment [8] - There is a structural gap in funding and talent, requiring professionals who understand both physics and engineering applications [9] - The competitive landscape includes intense international competition and the need for establishing standards and discourse power in quantum technology [10]

Market Overview - The Shanghai Composite Index has once again surpassed the 4000-point mark, closing at 4002.83 points, up 0.37% [2] - The Shenzhen Component Index rose by 0.9%, while the ChiNext Index increased by 1.35% [2] Key Highlights - Nvidia's stock reached an all-time high, stimulating the computing power industry chain, with Industrial Fulian rising by 7.16% and reaching a market value of 1.57 trillion yuan [2] - The financial sector saw significant gains, particularly in the securities segment, with Huazhang Securities hitting the daily limit [3][4] - The new energy sector rebounded, with leading stocks such as CATL, LONGi Green Energy, and Sungrow Power increasing in value [2][6] - The non-ferrous metals sector also experienced a rebound, leading the industrial metals sector [2] Financial Sector Performance - The securities sector index rose by 2.28%, with notable stocks like Huazhang Securities and Northeast Securities increasing by 10.05% and 9.73%, respectively [4][5] - The overall market capitalization of A-shares has surpassed 100 trillion yuan, providing a broad growth space for securities firms [5] New Energy Sector Performance - The new energy sector showed strong performance, with solid-state batteries, photovoltaic equipment, and BC batteries experiencing price increases [6] - Sungrow Power reported a 32.95% year-on-year increase in revenue for the first three quarters, reaching 66.402 billion yuan, and a 56.34% increase in net profit [8] - CATL's revenue for the same period was 283.072 billion yuan, up 9.28%, with a net profit increase of 36.2% [8] Quantum Technology Sector Performance - The quantum technology sector saw significant gains, with stocks like Keda Guokong and Fujida rising sharply [9][10] - Recent positive news in the quantum technology field includes Nvidia's announcement of a new open system architecture for quantum computing and the awarding of the 2025 Nobel Prize in Physics for contributions to quantum mechanics [10][11] - Analysts suggest focusing on investment opportunities in quantum computing, communication, and precision measurement sectors [11]

Market Overview - The Shanghai Composite Index has once again surpassed the 4000-point mark, closing at 4002.83 points, with a 0.37% increase [3] - The Shenzhen Component Index rose by 0.9%, and the ChiNext Index increased by 1.35% [3] Key Highlights - Nvidia's stock reached an all-time high, stimulating the computing power industry chain, leading to significant gains in related stocks such as Industrial Fulian, which rose by 7.16% and reached a market value of 1.57 trillion yuan [1] - The financial sector showed strong performance, particularly in the securities segment, with Huazhang Securities hitting the daily limit [1][4] - The new energy sector rebounded, with leading stocks like CATL, Longi Green Energy, and Sungrow Power rising [1][7] - The non-ferrous metals sector also saw a rebound, with industrial metals leading the gains [2] Financial Sector Insights - The financial sector, including multi-financial, securities, and futures concepts, saw significant increases, with stocks like Huazhang Securities and Northeast Securities performing well [4] - Citic Securities noted that the brokerage sector is entering a crucial strategic allocation opportunity, with the A-share market capitalization exceeding 100 trillion yuan, enhancing long-term growth prospects for brokerage businesses [6] New Energy Sector Performance - The new energy sector was active, with solid-state batteries, photovoltaic equipment, and BC batteries showing upward trends, particularly Sungrow Power, which rose by 6.7% and reached a historical high [7] - CATL reported a revenue of 283.07 billion yuan for the first three quarters, a year-on-year increase of 9.28%, with a net profit of 49.034 billion yuan, up 36.2% [10] - Sungrow Power's revenue for the same period was 66.402 billion yuan, reflecting a 32.95% year-on-year growth, with a net profit increase of 56.34% [10] Quantum Technology Sector Developments - The quantum technology sector experienced significant gains, with stocks like Keda Guokuan and Fujida rising sharply [12] - Recent positive news in the quantum technology field includes Nvidia's announcement of a new open system architecture aimed at integrating GPU computing with quantum processors [14] - Citic Securities highlighted the acceleration of commercialization in quantum computing, communication, and precision measurement, suggesting investment opportunities in these areas [15]

Core Viewpoint - The quantum technology sector in A-shares has experienced a sudden surge, driven by significant policy support and technological advancements, particularly with the introduction of NVQLink by NVIDIA, which connects quantum processors with GPU computing [2][3][7]. Group 1: Market Performance - On October 29, A-share quantum technology stocks saw a collective rise, with companies like Shenzhou Information and Tianrongxin hitting the daily limit, while Keda Guokuan and Guodun Quantum surged over 10% [2][3]. - The quantum technology index rose by 2.75%, with notable performers including Keda Guokuan (up 15.39%) and Guodun Quantum (up 11.74%) [4]. Group 2: Technological Developments - NVIDIA's NVQLink system was announced to connect quantum processors with AI supercomputers, aiming to reduce error rates in quantum bits and enhance quantum computing capabilities [5][6]. - NVIDIA's CEO emphasized plans to scale quantum computers from hundreds to potentially tens of thousands of quantum bits, indicating a significant leap in quantum computing technology [6]. Group 3: Policy Support - The Central Committee of the Communist Party of China released a proposal on October 28, highlighting the promotion of quantum technology as a new economic growth point alongside other emerging industries [7]. - The quantum technology market in China is projected to reach $9.758 billion by 2029, with a compound annual growth rate of 37.45% from 2024 to 2029 [7]. Group 4: Industry Insights - Reports indicate that quantum computing is one of the most disruptive technologies, currently in the early stages of development, with potential for substantial advancements in the next 5 to 10 years [8]. - The synergy between quantum technology and AI is expected to drive innovation, with domestic companies showing strong capabilities in quantum technology development [8].