Quantum Technology - The report highlights the release of the world's first 3D-extended architecture 10,000-qubit quantum processor VIO-40K by QuantWare, which aims to overcome the scaling bottleneck of quantum processors and is compatible with NVIDIA's NVQLink platform [3][7][8] - The 2025 Zhongguancun Quantum Conference announced 16 quantum technology achievements and a 500 million yuan investment fund to support quantum entrepreneurship, showcasing advancements in quantum computing and applications in energy [3][13][14] Biomanufacturing - Levinthal Biotech completed a multi-million Pre-A round financing to accelerate the development of its AI-driven full-atom model protein design platform Pallatom, which addresses the design challenges of cyclic peptides [3][15][16] - Aopu Mai's acquisition of 100% of Pengli Biotechnology was approved, enhancing its capabilities in cell culture media and CDMO services, thereby expanding its market position [3][20][21] - Baiaosaitu has established a dual-platform listing strategy with its recent listing on the STAR Market, focusing on innovative drug development driven by gene editing technology [3][23][24] Hydrogen Energy and Nuclear Fusion - The report notes the deepening international cooperation in nuclear fusion, with a Chinese expert set to chair the ITPA Coordination Committee from 2026 to 2028, and the signing of a contract for the mass production of the ITER first wall [3][28][29] - Snowman Group's metal plate fuel cell stack project has passed final acceptance, marking a significant step in the commercialization of hydrogen energy technology [3][30][31] Brain-Computer Interface - Neuralink has demonstrated a significant efficiency breakthrough with its new surgical robot, reducing the electrode implantation time from 17 seconds to 1.5 seconds, showcasing advancements in surgical precision and safety [3][34][46] - The report emphasizes the competitive landscape, with the U.S. leading in invasive technologies while China excels in non-invasive applications, highlighting the ongoing developments in both sectors [3][48][49] Embodied Intelligence - Beijing Humanoid Robotics has launched the first fully autonomous humanoid robot tour guide solution, integrating IoT capabilities for various applications in exhibition halls and shopping malls [3][50][51] - The Shanghai humanoid robot pilot alliance was established to enhance the supply chain for humanoid robots, indicating a collaborative effort to scale the industry [3][53][54] - Yushu Technology has introduced a humanoid robot App Store, allowing users to upload and share action models, further promoting the commercialization of humanoid robotics [3][55]

Group 1 - The 2025 Zhongguancun Quantum Conference was held in Beijing, focusing on breakthroughs in quantum technology, core technical challenges, application scenarios, and industrial ecosystem construction [1][3] - The conference showcased 16 quantum technology and industry achievements from Beijing, covering quantum computing, quantum precision measurement, and hardware-software collaboration, with several technologies reaching international leading levels [3] - The "Quantum + Energy" field was highlighted with five application scenarios, including quantum encryption communication and precise measurement monitoring, demonstrating the practical applications of quantum technology in energy systems [3] Group 2 - A new "Beijing Future Open Source Quantum Venture Capital Fund" was announced, with a scale of 500 million yuan, aimed at investing in early-stage and growth-stage hard tech companies in the quantum information field [3] - Strategic cooperation agreements were signed among key institutions to promote the deep integration of quantum technology in the energy sector, enhancing collaboration between research institutions, enterprises, and government [4] - Beijing's Haidian District has gathered over 50 quantum-related enterprises and research institutions, forming a complete industrial chain covering quantum computing, communication, and precision measurement [4]

Group 1 - The Beijing Future Open Source Quantum Venture Capital Fund has been established with a scale of 500 million yuan, focusing on investing in early-stage and growth-stage hard tech companies in the quantum information field [1] - The fund aims to provide comprehensive support from research and development to market through a model of "investment + services + collaboration" [1] - The conference attracted key enterprises in the quantum industry chain, including Weizhi Technology, Coherent Technology, and Kunmai Medical, highlighting the collaborative efforts of government, industry, academia, and finance [3] Group 2 - The Ministry of Science and Technology emphasized that quantum technology is at the forefront of a new round of technological revolution and industrial transformation, with China currently facing historic development opportunities in this field [3] - Beijing is leveraging its advantages in talent, research, and policy to create a high ground for quantum technology and industry innovation [3] - Haidian District has gathered over 50 enterprises and research institutions in the quantum field, forming a complete industrial chain covering quantum computing, quantum communication, and quantum precision measurement [4] Group 3 - A strategic cooperation agreement was signed between the Beijing Quantum Information Science Research Institute and several energy companies to promote the deep application of quantum technology in the energy sector [5] - The conference also facilitated the signing of agreements between the Zhongguancun Quantum Technology Incubator and various enterprises to accelerate local technology transfer and strengthen collaboration among research institutions, enterprises, and government [5]

合肥 "量子大道"上即将冲出第二个 IPO 。 这位 90 后中科大校友联合创立的国仪量子技术（合肥）股份有限公司（以下简称：国仪量子），日 前在上交所科创板 IPO 获受理，拟募资 11.69 亿元。 「IPO全观察」 栏目聚焦首次公开募股公司，报道企业家创业经历与成功故事，剖析公司商业模式 和经营业绩，并揭秘VC、CVC等各方资本力量对公司的投资加持。 作者丨巴里 编辑丨 关雎 图源丨摄图网 其背后，高瓴创投、 IDG 资本、科大讯飞等明星资本云集，公司估值已超过 10 亿美元，成为名副 其实的独角兽。 至此，它与比邻而居的国盾量子、本源量子，共同构成了中国量子科技的 "三剑客"，正以自主可控 的硬核技术，在全球量子科技竞争中展开集体冲锋。 国仪量子董事长贺羽，图源：合肥市广播电视台 几乎在同一时期，另一位青年 ——荣星，正在量子科研的道路上历经锤炼。 比贺羽年长近十岁的荣星，于 2001 年考入中国科学技术大学物理学院。 2005 年，读研一的他选择 科学仪器作为研究方向，开始了与量子的无限"纠缠"。 然而，等待他的是前所未有的挑战： "仪器功能受限、方案被反复推翻、实验结果不及预期……"在 当时国内该 ...

Group 1 - The "Zhongguancun Quantum Conference" successfully gathered nearly 800 experts and representatives from the quantum field, marking a significant step towards the industrialization of quantum technology in Beijing [1] - The conference announced 16 quantum technology achievements for 2025 and a 500 million yuan investment fund aimed at supporting quantum startups [1] - The event highlighted key areas such as theoretical breakthroughs, core technology challenges, application scenarios, and the construction of an industrial ecosystem [1] Group 2 - Haidian District is focusing on national strategic technology initiatives to support original breakthroughs in the quantum field, with over 50 quantum enterprises and research institutions established in the area [2] - The district aims to integrate AI with quantum technology, creating scalable application scenarios and enhancing the quantum innovation ecosystem [2] - The "Quantum Bay" industrial park will serve as a core platform for quantum industry development, supported by policies, funding, and talent cultivation [2] Group 3 - The "Beijing Future Open Source Quantum Entrepreneurship Investment Fund" was launched with a scale of 500 million yuan, targeting early-stage and growth-stage hard tech companies in the quantum information sector [3] - The fund aims to provide comprehensive support from research and development to market entry through a model of investment, services, and collaboration [3] - Prominent experts delivered keynote speeches analyzing global quantum technology trends and China's industrialization path, providing authoritative guidance for industry development [3]

Core Insights - The report indicates that the 2025 Central Economic Work Conference is more focused on "structural adjustment," suggesting a potential for a structural market trend in the upcoming year [4][6][26] - Historical patterns show that years emphasizing "stabilizing growth" typically lead to stronger market performance, favoring large-cap stocks over small-cap and value stocks over growth stocks [2][10] - Conversely, years focused on "structural adjustment" tend to exhibit market volatility, with large-cap stocks remaining flat while small-cap stocks weaken [2][10] Summary by Sections Historical Performance Post-Central Economic Work Conference - The report categorizes past conferences into two themes: "stabilizing growth" and "structural adjustment," with specific years identified for each theme [1][2] - Years with a "stabilizing growth" focus include 2014, 2018, 2019, 2021, 2022, and 2024, characterized by economic slowdowns and policies aimed at maintaining stability [1][2] - Years emphasizing "structural adjustment" include 2013, 2015, 2016, 2017, 2020, and 2023, where the focus was on addressing structural issues and risks [2] Market Behavior and Style Preferences - In "stabilizing growth" years, the market index typically strengthens, with large-cap stocks outperforming small-cap stocks and value stocks outperforming growth stocks [2][10] - In "structural adjustment" years, the market tends to be more volatile, with large-cap stocks showing flat performance and small-cap stocks declining [2][10] Industry Performance Insights - The report notes that the focus of the Central Economic Work Conference influences the following year's market trends, with specific industry policies guiding investment directions [3][4] - For instance, the emphasis on "innovation-driven" policies in 2012 led to a TMT boom in 2013, while the focus on "new consumption" and "new infrastructure" in 2018 shaped market trends in 2019 [3] 2025 Conference Insights - The 2025 conference highlights a "supply strong, demand weak" scenario, indicating a need to balance supply and demand dynamics [4][6] - The report suggests that monetary policy will prioritize economic stability and reasonable price recovery, which could lead to improved corporate profitability if inflation expectations rise [6] - Expanding domestic demand is a key focus, with policies aimed at increasing consumer income and stabilizing investment to counteract previous declines in fixed asset investment growth [6] Market Outlook and Sector Allocation - The report anticipates a structural market trend in 2025, with specific sectors recommended for investment, including AI applications, semiconductor, and renewable energy sectors [7] - The report emphasizes the importance of monitoring macroeconomic conditions and policy developments to inform investment strategies in the upcoming year [7]

证券日报网讯 12月12日晚间，国盾量子发布公告称，公司于2025年12月12日召开职工代表大会，选举 唐世彪先生为第四届董事会职工董事。 （文章来源：证券日报） ...

人民财讯12月12日电，中共湖南省委关于制定湖南省国民经济和社会发展第十五个五年规划的建议发 布。其中提出，建设"4×4"现代化产业体系。聚焦现代石化、绿色矿业、食品加工、轻工纺织等传统产 业，加快技术改造和转型升级。聚焦工程机械、轨道交通装备、现代农业、文化旅游等优势产业，提升 产业能级，放大集群效应。聚焦数字产业、新能源、大健康、空天海洋等新兴产业，实施产业创新工 程，开展新技术新产品新场景大规模应用示范行动。聚焦人工智能、生命工程、量子科技、前沿材料等 未来产业，探索多元技术路线、典型应用场景、可行商业模式、市场监管规则，推动形成新的经济增长 点。 ...

Core Viewpoint - The article emphasizes the importance of seizing opportunities in future industries, particularly in quantum technology, biotechnology, hydrogen energy, and nuclear fusion, as outlined in China's 15th Five-Year Plan [1] Group 1: Quantum Technology Development - Guangdong has established a clear strategic layout for quantum technology, aiming to create a world-class quantum information technology innovation platform and a southern base for quantum information industry [4][13] - The first large-scale dedicated optical quantum computer manufacturing plant in Shenzhen marks a significant transition from laboratory principles to engineering mass production, filling a global gap in the industry [5][14] - The Guangdong-Hong Kong-Macau Greater Bay Area is forming a robust "innovation magnetic field," with increased activity in quantum technology, including forums and collaborative events among universities and enterprises [6][14] Group 2: Sustainable Quantum Innovation Ecosystem - A comprehensive development framework covering basic research, technology breakthroughs, platform construction, and industry cultivation is rapidly taking shape in the Greater Bay Area [8][15] - Guangdong is implementing open talent recruitment plans and enhancing quantum information science education in key universities to support the growth of the quantum ecosystem [15] - The unique "one country, two systems, three tariff zones" structure of the Greater Bay Area is fostering a distinct path for quantum technology development, focusing on international research, industry demand, and regional collaboration [15] Group 3: Future Industries in Other Regions - In Hubei, the hydrogen energy industry is being developed with a comprehensive approach, aiming for a total industry chain output value of 100 billion yuan by 2027 [23] - Hubei has established a full-chain innovation matrix in biotechnology, with several products leading globally in market share [21] - The province is also advancing in 6G communication technology, with significant investments and developments aimed at becoming a leader in the global 6G landscape [20][22]

盛阅春对赵义博一行表示欢迎。他说，当前，武汉迎来地位上升、定位拓展、机遇叠加的黄金发展期，我们正深入学习贯彻党的二十 届四中全会精神和习近平总书记考察湖北重要讲话精神，认真落实省委、省政府部署要求，坚持以科技创新引领新质生产力发展，统筹推 动传统产业升级、新兴产业壮大、未来产业培育"三线并进"，着力构建体现武汉优势的现代化产业体系，加快建设国家中心城市，全力打 造"五个中心"，全面建设现代化大武汉。量子科技是武汉重点布局的未来产业之一，近年来在人才培养、技术研发、应用场景开拓、特色 产业集群发展等方面取得一系列突破性进展。希望国光量子坚定投资武汉、深耕武汉，深化在关键核心技术攻关、科研成果转化等领域的 合作，积极参与武汉量子科技场景示范应用，助力武汉量子科技产业高质量发展。我们将持续优化营商环境，营造一流创新生态，为企业 在汉发展壮大提供良好条件。 12月10日，省委常委、市委书记盛阅春会见北京中科国光量子科技有限公司董事长赵义博一行。 编辑：胡之澜 赵义博表示，武汉在量子科技领域拥有一批优秀研究机构、高能级创新平台、高层次人才，具备发展量子科技产业的独特优势。国光 量子坚定看好武汉，将加大在汉投资布局，深耕 ...