智 通 财 经 APP 获 悉 ， 周 四 ， 美 股 量 子 计 算 概 念 股 再 度 大 涨 ， IonQ Inc(IONQ.US) 大 涨 超 35% ， D-Wave Quantum(QBTS.US) 涨 近 24% ， Rigetti Computing(RGTI.US)涨超26%，SEALSQ Corp(LAES.US)涨超7%。 尽管竞争者众多，但在分析人士看来，作为量子计算行业领导者的IonQ是希望投资量子计算领域的投资者应当重点关注的标的之一。数据显示，IonQ股价5 月迄今已上涨近67%。 IonQ的新任首席执行官Niccolo de Masi在周四接受采访时表示，该公司希望成为量子计算领域的英伟达(NVDA.US)。Niccolo de Masi表示："我们从事量子计 算业务，就像英伟达和博通从事传统GPU业务一样。我相信IonQ将成为类似英伟达的领军者，会有人模仿我们、追随我们。"他补充称："我们对自身的竞争 地位感到满意，因为归根结底，我们致力于推动整个生态系统的发展。" 本月初公布的财报显示，IonQ第一季度营收为760万美元，同比持平、环比下滑35%，不及分析师预期;净亏损32 ...

Core Insights - D-Wave Quantum Inc. is a leader in the commercial quantum computing sector, uniquely developing both specialized quantum annealing systems and gate-model quantum computers [1] - The company's stock has seen a significant increase, with a 1100% rise over the past year, prompting investors to evaluate whether this is driven by speculation or solid fundamentals [2][3] - Recent advancements, including the launch of the Advantage2™ quantum computer, have contributed to the company's stock performance and technological standing [4][5] Financial Performance - D-Wave reported record revenue of $15.0 million for Q1 fiscal 2025, a 509% year-over-year increase, largely due to the sale of the Advantage system [6] - The company achieved a GAAP gross profit of $13.9 million and narrowed its net loss to $5.4 million, improving from a loss of $17.3 million a year earlier [6] - Year-end bookings for fiscal 2024 exceeded $23 million, a 120% increase over 2023, with Q4 bookings reaching at least $18 million, a 500% year-over-year increase [10] Technological Advancements - The Advantage2™ quantum computer features a 40% increase in energy scale and a 75% reduction in noise compared to its predecessor, enabling it to solve larger and more complex computational problems [4][5] - A peer-reviewed paper published in the journal Science validated D-Wave's quantum computational supremacy, showcasing its ability to solve a complex problem in minutes that would take classical supercomputers nearly a million years [8] Commercial Expansion - D-Wave's technology is being utilized in real-world applications, such as a hybrid-quantum application deployed by Ford Otosan to enhance manufacturing processes [9] - Partnerships with companies like Staque are leveraging D-Wave's technology for optimizing autonomous agriculture vehicles [9] Market Position and Outlook - D-Wave's leadership position, strong cash reserves, and expanding commercial and scientific traction position it well for future growth [13] - The company aims to balance on-premise sales with growth in its Quantum Computing as a Service (QCaaS) platform, anchored by the Advantage2 system [10] - Analysts have a Buy rating on D-Wave, but there are concerns about the path to sustained profitability and the integration of quantum solutions into enterprise workflows [11][12]

立足奋斗新征程把握时代新机遇 乘势而上谱写四川民营经济腾飞新篇章 代永波 鼓励、支持、引导民营企业转型升级。针对四川省民营经济产业门类主要集中在传统产业领域的实际， 大力支持有条件的企业与时俱进、立足长远，敢于加大技改投入，以数字化、智能化、绿色化为转型发 展的主要方向加快转型升级，通过工艺提升、模式创新等技改手段提升供给质量，开拓新的市场。同 时，积极引导民营企业建立现代企业制度，提升企业的经营水平和市场竞争力，推动企业转型升级、健 康发展。 坚定不移推动民营经济高质量发展在围绕中心、服务大局中展现经济大省责任担当 习近平总书记赋予四川"打造带动西部高质量发展的重要增长极和新的动力源"使命任务。今年是"十四 五"规划收官之年，也是"十五五"蓄势之年，我们将积极履行推动民营经济发展统筹协调职能，会同各 部门、各地方以更多有力有效、可感可及的务实举措，服务保障全省民营经济健康、高质量发展。 习近平总书记高度重视民营经济发展，鲜明提出民营经济是我国经济制度的内在要素、民营企业和民营 企业家是我们自己人，强调要坚持基本经济制度，坚持"两个毫不动摇"，促进非公有制经济健康发展和 非公有制经济人士健康成长。改革开放40 ...

Group 1 - The core viewpoint emphasizes the importance of Sino-American cooperation in advancing global scientific progress, particularly in technology and innovation [1][3] - The recent approval of international applications for lunar samples from the Chang'e 5 mission highlights the ongoing collaboration between China and the United States in scientific research [1] - The history of Sino-American technological cooperation has seen both positive and negative phases, but the overall trend has been towards mutual benefit and global advancement [1][3] Group 2 - Recent trends in the U.S. reflect a resurgence of Cold War mentality, leading to increased restrictions and sanctions against Chinese technology firms under the guise of national security [2] - These actions are seen as counterproductive, hindering global innovation and ultimately harming U.S. interests, as noted by experts [2] - Despite these challenges, China's technological development continues to thrive, with significant advancements in areas such as quantum computing and artificial intelligence [2] Group 3 - The current technological landscape necessitates both competition and collaboration, especially in addressing global challenges like climate change and pandemics [3] - The concept of "1+1>2" suggests that enhanced cooperation between China and the U.S. could yield greater benefits for both nations and the world [3] - China aims to foster an open and inclusive international scientific cooperation framework, encouraging the U.S. to engage positively in this endeavor [3]

Group 1: Core Insights - Nvidia is in deep negotiations to invest in quantum computing startup PsiQuantum, reflecting CEO Jensen Huang's optimism about the future of quantum computing [1][5] - PsiQuantum aims to build the world's first useful quantum computer, utilizing photonic technology and traditional semiconductor manufacturing processes [2][4] - The company has faced delays in its plans to commercialize quantum computing, initially targeting 2023 but now aiming for 2029 or earlier for its first commercial system [4][6] Group 2: PsiQuantum's Technology and Progress - PsiQuantum collaborates with GlobalFoundries to produce quantum chips named Omega, achieving production of millions of chips with semiconductor-matching yields [3][4] - The company has successfully addressed a key challenge in quantum computing by developing a scalable method for manufacturing commercially viable quantum chips [2][3] - Recent funding of $750 million led by BlackRock has positioned PsiQuantum to manufacture millions of quantum chips and collaborate with governments in Australia and the U.S. [4][10] Group 3: Industry Context and Competition - The quantum computing industry is experiencing significant investment, with a reported $1.2 billion raised in Q1 2023, marking a 125% year-over-year increase [8] - Major players like Microsoft and Google are also advancing in quantum technology, with Microsoft introducing the Majorana 1 chip and Google planning to release the Willow chip [8][9] - Domestic quantum computing startups in China are also gaining traction, with several securing funding in May 2023 for their quantum chip development [10]

证券代码：002076 证券简称：*ST 星光 公司聚焦主营优势业务来经营发展，通过加强与新老客户的 合作，进一步拓宽销售渠道、优化产品结构，来提高产品的利润 率，提升公司的整体盈利水平。公司主要业务包括 LED 照明、紫 外消杀、汽车照明、锂电池生产设备、信息安全与系统集成等多 个领域，部分产品在国内外、线上线下均有销售，公司会在各个 渠道、区域和市场争取业务和订单，促进业绩增长。 2、公司目前跟融创合作灯具，进展如何？入库后预计增加多 少营收？ 近日，公司成为融创集团室内灯具（2025-2027 年）集中采购 供应商之一，后续需求方会根据实际需求确定是否向公司采购以 及采购的具体产品和金额。基于该合作，公司会努力争取更多优 质订单并完成交付，目前尚无具体销售数据，是否采购以及最终 销售情况存在不确定性。谢谢您的关注。 3、后续如何规划盈利路径确保 25 年摘帽？ 广东星光发展股份有限公司 投资者关系活动记录表 编号：2025-001 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 类别 | □媒体采访 ■业绩说明会 | | | □新闻发布会 □路演活动 | | | ...

Core Viewpoint - The National High-tech Zones in China have achieved significant progress in high-quality development, with notable advancements in economic performance, technological innovation, high-tech industry growth, and enterprise competitiveness [1][2]. Economic Development - In Q1 2024, the National High-tech Zones achieved an industrial added value of 1.7 trillion yuan, representing a year-on-year growth of 7.1% [1]. - The projected GDP for the National High-tech Zones in 2024 is 19.3 trillion yuan, with a nominal growth of 7.6% compared to the previous year, and an average annual growth rate of 11% since 2012 [1]. Technological Innovation - National High-tech Zones host 70% of the national manufacturing innovation centers and 80% of key laboratories, with R&D expenditure and invention patents accounting for approximately 50% of the national totals [1][2]. - Original technologies and first products, such as general artificial intelligence systems and brain-machine interface systems, are continuously emerging from these zones [1]. High-tech Industry Development - The National High-tech Zones are being guided to strengthen leading industries and enhance cross-zone industrial collaboration, with initiatives like the establishment of AI industry innovation networks [2]. - Key industry clusters include the new generation information technology in Zhongguancun, which has reached a trillion-level scale, and the integrated circuit industry in Zhangjiang, Shanghai, which accounts for 20% of the national market [2]. Enterprise Competitiveness - By the end of 2024, National High-tech Zones are expected to host 33% of the national high-tech enterprises, 46% of specialized "little giant" enterprises, and 67% of unicorn companies [2]. - The zones are enhancing specialized services and support for enterprises, leading to significant improvements in innovation capabilities and overall competitiveness [2].

Core Viewpoint - China Telecom Quantum Group has launched the world's first distributed cryptographic system that integrates Quantum Key Distribution (QKD) and Post-Quantum Cryptography (PQC), providing end-to-end quantum-resistant key distribution and lifecycle management, now commercially viable [1][2]. Group 1: Technology and Infrastructure - The "QKD+PQC" distributed cryptographic system employs a three-layer decoupled architecture consisting of the quantum network layer, cryptographic service layer, and application access layer, ensuring physical security for cross-domain key distribution [2]. - The system has been validated in multiple scenarios, marking a significant step towards scalable commercial use of integrated cryptographic technology in China [2]. - China Telecom has established the world's first integrated quantum security infrastructure, supporting the development of quantum security services [2]. Group 2: Implementation and Impact - The Hefei Quantum Metropolitan Area Network, built by China Telecom Quantum Group, is the largest and most comprehensive quantum secure communication network globally, covering 1,147 kilometers of quantum key distribution fiber [3]. - This network serves approximately 500 government agencies and 380 state-owned enterprises, significantly enhancing information security in sectors such as government, finance, and public services [3].

中新网合肥5月19日电 (冯玲玲)走进中电信量子集团的科技体验馆，一台标号为"天衍504"的量子计算机 正在高速运转，这是目前国内比特数最多的量子计算机。 与其同步运行的，还有覆盖合肥全市的量子城域网监测系统，屏幕上跳动的虚线实时展示着量子加密数 据的流向。在不远处的量子无人用印室内，工作人员正在量子加密等技术支持下完成自助取印流程…… 科技体验馆里的一幕幕充满了未来感。作为中国电信旗下的量子科技企业，中电信量子集团正在将前沿 的量子技术转化为实际应用。近日，中新网随国务院国资委新闻中心组织"走进新国企——品牌引领·智 链未来"活动走进中电信量子集团，实地感知量子科技研发成果与产业化进程。 量子技术走入寻常百姓家 "只需更换一张量子安全SIM卡，并开通量子业务，普通手机就能实现加密通话。"中电信量子集团技术 人员向采访团演示了全球首个量子加密安全通话与办公应用——量子密信密话。在量子加密技术支持 下，可以保护消息、语音、视频、文件、会议等通信内容的安全。这项创新使量子技术不再是实验室里 的高深理论，而是真正走进了日常生活。 据了解，量子密信密话已在全国政务、应急、金融等领域接入上百个应用场景，用户规模突破52 ...

Core Insights - Quantum precision measurement technology is entering a rapid development phase with breakthroughs in core technologies and expanding application scenarios [1][2] - The newly launched quantum sensors cover diverse applications including power grid detection, medical diagnosis, and geological exploration [1] Company Developments - Guoyi Quantum Technology (Hefei) Co., Ltd. has independently developed several advanced quantum sensors aimed at upgrading detection technologies in various fields such as electricity, energy, semiconductors, new materials, and medical testing [1] - The company plans to increase R&D investment to accelerate product iteration and upgrade, focusing on higher precision, miniaturization, ease of use, and lower costs for quantum sensors [2] Industry Trends - 2023 is designated as the International Year of Quantum Science and Technology, highlighting the importance of quantum precision measurement technology as a foundational and leading technology for modern industrial systems [2] - Quantum precision measurement technology is expected to surpass classical technology limits in terms of measurement sensitivity and resolution [2] - Anhui Province is actively promoting the integration of quantum technology innovation and industrial innovation, with over 80 companies in the quantum industry chain, including Guoyi Quantum [2]