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]

当前中央企业要加快发展新质生产力，大力培育一批具有核心竞争力的战略性新兴产业和未来产业，更 好发挥科技创新、产业控制、安全支撑作用。 具体而言，要进一步抓好"两非""两资"处置和亏损企业治理，将资源更好地集中到主责主业、发展战略 性新兴产业上来，形成主业更突出、核心竞争力更强的业务布局。 国资委主任张玉卓日前表示，当前中央企业要加快发展新质生产力，大力培育一批具有核心竞争力的战 略性新兴产业和未来产业，更好发挥科技创新、产业控制、安全支撑作用。 去年中央企业完成战略性新兴产业投资2.7万亿元，同比增长21.8%，占总投资的比重首次突破40%。 2025年是国有企业改革深化提升行动的收官之年，也是新一轮改革的谋划之年。 国务院国资委全面深化改革领导小组日前召开2025年第一次全体会议，听取高质量完成国有企业改革深 化提升行动重点难点任务落实情况，研究进一步深化国资国企改革的方案。 会议明确，要高起点谋划好下一步深化国资国企改革工作，突出解决制约国有企业高质量发展的深层次 体制机制难题，构建与新质生产力更相适应的生产关系，推动国有资本和国有企业做强做优做大，增强 核心功能、提升核心竞争力，更好履行战略使命。 更大 ...

Core Insights - The conference on quantum precision measurement technology was held in Hefei, attracting nearly 200 representatives from major state-owned enterprises and research institutions [1] - Guoyi Quantum Technology (Hefei) Co., Ltd. launched several quantum sensors, laying the foundation for the industrial application of quantum precision measurement technology [1] - Quantum precision measurement technology is expected to surpass classical technology limits in sensitivity and resolution, transforming "invisible into visible" [1] Company Developments - The diamond single-spin sensor released by Guoyi Quantum is one of the smallest sensors made by humans, featuring nanometer-level spatial resolution, suitable for non-destructive testing of chips [2] - The quantum magnetometer has sensitivity far exceeding traditional magnetometers, enabling high-precision measurement of extremely weak magnetic fields, which can aid in early diagnosis of cardiovascular diseases [2] - The microwave field strength meter, based on Rydberg atom quantum sensing technology, offers high dynamic range and precision for microwave field measurements, applicable in microwave metrology and electromagnetic environment monitoring [2] Industry Trends - The series of quantum sensors provides new detection technology upgrade solutions for various sectors, including electricity, energy, infrastructure, semiconductors, new materials, and medical diagnostics [2] - With continuous breakthroughs in core technology and expanding application scenarios, the large-scale application of quantum precision measurement technology is entering a rapid development phase [2] - The company plans to increase R&D investment to accelerate product iteration and upgrade, aiming for higher precision, miniaturization, ease of use, and lower costs in quantum sensors [2]

编者荐语： 日经中文网"开设了"日经BP精选"栏目。日经BP是日本经济新闻社媒体集团的一员，成立于1969年。作 为日本领先的B2B媒体公司，聚焦经营管理、专业技术及生活时尚三大主要领域。敬请读者关注。 围绕量子计算机的中美竞争正日趋激化。2025年是成为量子计算机基础的量子力学的纪念年，但在开发 最尖端技术方面的脱钩十分严重。中国封锁了量子技术的信息，美国和日本等国家不得不与"看不见 的"对手展开竞争。 量子力学诞生100周年 2025年是量子力学诞生100周年。联合国将2025年定为"国际量子科学与技术年（IYQ）"，并通过在世 界各地举办活动，促进量子技术的实用化。自1925年德国物理学家维尔纳・海森堡等人发表奠定量子力 学基础的论文以来，众多量子技术相继诞生。量子计算机是有望实用化的下一代技术的代表。 阅读更多内容请点击下方" 阅读原文 " （本文由日经BP提供） 以下文章来源于日经BP ，作者日经BP 日经BP . 日经BP成立于1969年4月, 隶属于日本经济新闻社集团。作为日本领先的B2B媒体公司，我们聚焦"经营 管理"、"专业技术"及"生活时尚"三大主要领域，满足客户多元化的需求。 随着量子计 ...