转自：前瞻产业研究院 行业主要上市公司：国盾量子(688027.SH);天奥电子(002935.SZ);中国船舶(600150.SH);西部超导 (688122.SH);光韵达(300227.SZ);国睿科技(600562.SH)等 本文核心数据：量子精密测量市场融资总额与笔数;量子精密测量各技术路线融资笔数分布 1、全球量子精密测量投融资呈现波动性趋势 2021-2024年，全球量子精密测量领域的融资活动呈现出一定的波动性与增长潜力，年复合增长率约为 33.90%。2024年，全球量子精密测量领域融资总额为3.60亿美元，融资笔数为11笔。总体来看，各年份 的融资总额波动明显。 2、中国量子精密测量行业大额融资案例呈增长趋势 2021-2024年大额融资案例总体上呈增长趋势，2024年全球量子传感领域投融资单笔金额为0.33亿美 元。表明融资活动正从分散的少额投资向少数高额投资集中，具备明确商业化前景或规模化能力的项目 更容易获得资本市场青睐，尤其在高技术领域，资金流入正逐步加速。 4、全球量子精密测量融资轮次集中在种子轮 2024年全球融资活动在各轮次之间呈现出明显的不均衡分布，资金高度集中于后期轮次。整 ...

Group 1 - The core viewpoint of the article is that GuoDun Quantum (SH 688027) held a temporary board meeting on December 19, 2025, to review proposals related to daily related party transactions [1] - For the year 2024, GuoDun Quantum's revenue composition is as follows: Quantum Communication accounts for 57.79%, Quantum Computing accounts for 22.33%, Quantum Measurement and Precision accounts for 15.32%, and Other Businesses account for 4.56% [1] - As of the report date, GuoDun Quantum has a market capitalization of 49.9 billion yuan [1]

Core Insights - The quantum precision measurement industry in China is experiencing concentrated investment activities, particularly in the quantum sensor sector, with significant funding events reported from 2018 to 2025 [1][2][3] Investment and Financing Overview - Investment in the quantum precision measurement industry is primarily focused on the quantum sensor field, with the highest single financing amount reported at 131 million yuan (approximately 1.31 billion yuan) for Guoyi Quantum's D round [1][2] - From 2017 to 2024, the financing trend shows a few large amounts dominating the market, with a total financing amount of 0.38 billion USD in 2024, slightly down from 2023 [2][3] - The number of financing events in 2024 reached 4, with an average single financing amount of 9.5 million USD, indicating a strategic focus and sustained investment in the sector [3] Financing Rounds - The majority of financing rounds in the quantum precision measurement industry are concentrated in the angel and A rounds, primarily occurring before companies go public [4][7] Geographic Distribution - The majority of financing enterprises are located in Anhui Province, which accounts for 41% of the total. Hefei, Anhui, has developed a comprehensive industrial ecosystem covering quantum computing, communication, and precision measurement [8] - The industrial cluster in Hefei, known as "Quantum Avenue," includes over 90 upstream and downstream enterprises, with leading companies like Guandun Quantum and Guoyi Quantum [8] Investor Profile - The primary investors in the quantum precision measurement industry are investment firms, with notable participants including Guofeng Investment Fund, Chinese Academy of Sciences Capital, and IDG Capital [11] Industry Funds - There are currently few industry funds closely related to the quantum precision measurement sector, with notable funds including the Hefei Co-Creation Venture Capital Fund, which focuses on integrated circuits and quantum industries [14][16] Mergers and Acquisitions - Mergers and acquisitions in the quantum precision measurement industry are limited, primarily consisting of horizontal mergers aimed at enhancing business capabilities [17][18]

Group 1 - The core point of the article is that Guodun Quantum (SH 688027) announced its board meeting and provided details on its revenue composition for 2024, highlighting the significant contributions from various sectors within the quantum industry [1] - The revenue composition for Guodun Quantum in 2024 is as follows: Quantum communication accounts for 57.79%, quantum computing for 22.33%, quantum precision measurement for 15.32%, and other businesses for 4.56% [1] - As of the report, Guodun Quantum has a market capitalization of 47.3 billion yuan [1] Group 2 - The article also mentions another company, which has recently faced regulatory scrutiny from the China Securities Regulatory Commission (CSRC) due to a significant loss exceeding 100 million yuan shortly after its IPO [1] - The core product of this company has been severely impacted as its largest customer has shifted to self-sourcing, resulting in reduced procurement [1]

Core Viewpoint - HeBai Group has invested 20 million yuan in the Hefei Co-Creation Relay Venture Capital Fund, aiming to expand its industrial investment layout in line with Hefei's strategic industry positioning and development policies [1] Group 1 - The investment in the Hefei Co-Creation Relay Venture Capital Fund is part of the company's strategy to leverage opportunities in the "chip, display, automotive, and intelligent manufacturing" sectors [1] - The Hefei Co-Creation Relay Venture Capital Fund is recognized as the first "S Fund" in Anhui province [1] - The fund has invested 131 million yuan in Guoyi Quantum Technology (Hefei) Co., Ltd., a representative enterprise in the field of quantum precision measurement [1] Group 2 - Guoyi Quantum has recently completed its IPO guidance acceptance [1]

证券日报网讯 合百集团10月24日在互动平台回答投资者提问时表示，为进一步拓宽公司产业投资布 局，基于合肥市"芯屏汽合、急终生智"产业定位及产业基金发展政策机遇背景，公司实缴出资2000万元 参投了合肥市共创接力创业投资基金（安徽首支"S基金"），合肥市共创接力创业投资基金投资国仪量 子技术（合肥）股份有限公司1.31亿元。作为量子精密测量领域的代表企业，国仪量子于近日完成IPO 辅导验收。 （编辑 王雪儿） ...

Core Viewpoint - HeBai Group (000417) is expanding its investment portfolio by contributing 20 million yuan to the Hefei Co-Creation Relay Venture Capital Fund, which is the first "S Fund" in Anhui, in response to Hefei's industrial positioning and development policies [1] Group 1 - The company aims to broaden its industrial investment layout based on Hefei's strategic focus on "chip, display, automotive, and intelligent life" [1] - The Hefei Co-Creation Relay Venture Capital Fund has invested 131 million yuan in Guoyi Quantum Technology (Hefei) Co., Ltd., a representative enterprise in the field of quantum precision measurement [1] - Guoyi Quantum has recently completed its IPO guidance acceptance [1]

Group 1 - The core point of the article is that Guodun Quantum (SH 688027) held its 16th meeting of the fourth board of directors on September 12, 2025, to review proposals related to daily related party transactions [1] - For the year 2024, Guodun Quantum's revenue composition is as follows: Quantum Communication accounts for 57.79%, Quantum Computing accounts for 22.33%, Quantum Precision Measurement accounts for 15.32%, and Other Businesses account for 4.56% [1] - As of the report, Guodun Quantum has a market capitalization of 29.8 billion yuan [1]

Group 1 - The core viewpoint of the news is that Guoce Quantum Technology (Zhejiang) Co., Ltd. has completed an A+ round of financing exceeding 100 million RMB, with participation from several investment institutions [1][2]. - The investment institutions involved in this financing round include China National New Holding, Hebei Coastal Industrial Investment Fund, Zhejiang Specialized and New (Wenzhou) Mother Fund, and Jinf Capital [1][2]. - Guoce Quantum is an industrial company initiated by Peking University in the field of quantum precision measurement, leveraging the university's technological advantages and aiming to develop high-end instruments for various applications [2]. Group 2 - The company is focused on applications of quantum precision measurement instruments in navigation, autonomous navigation timing micro-terminals, military communication, electronic warfare, micro-nano satellites, unmanned driving, the Internet of Things, and underwater detection [2]. - Guoce Quantum aims to establish a production base for high-end quantum precision measurement instruments, including chip atomic clocks, to achieve complete domestic control over high-end instruments and break foreign technology barriers [2]. - The company is committed to becoming a leading enterprise in the global time-frequency field [2].

Core Insights - Breakthroughs in quantum precision measurement have been achieved in China, specifically with a new atomic spin sensor developed by Beihang University, which demonstrates ultra-high sensitivity and traceable precision in measuring weak magnetic fields [1] Group 1: Technological Advancements - The atomic spin sensor can accurately measure magnetic signals that are one billion times weaker than the Earth's magnetic field, showcasing its high sensitivity [1] - The measurement results can be traced back to atomic physical constants, ensuring accuracy and reliability in the measurements [1] Group 2: Applications and Implications - This technology supports various fields, including fundamental scientific research, high-end equipment manufacturing, and cosmic exploration, providing essential metrology support [1] - The sensor has been utilized in exploring dark matter candidate particles, which constitute approximately 85% of the total matter in the universe, aiding in the understanding of this mysterious component [1] Group 3: Government Support and Future Directions - The State Administration for Market Regulation will continue to enhance support for cutting-edge metrology technologies like quantum precision measurement, facilitating the transformation of research achievements into metrology standards and industrial applications [1] - This initiative aims to build a modern advanced measurement system for the nation, supporting technological innovation and high-quality development [1]