证券研究报告 | 行业双周报 2025 年 07 月 02 日 通信 Robotaxi 正式推出，量子计算迎来最新突破，看好智驾、量子产 业链长期发展 特斯拉 Robotaxi 正式上线，商业化落地有望加速。6 月 24 日，特斯拉的自 动驾驶出租车 Robotaxi 在德克萨斯州奥斯汀正式登场。据财联社，特斯拉仅 初步部署了约 10 辆 Robotaxi，并且出租车服务仅向部分受到邀请的社媒名人 开放，行驶范围也有限制。根据机器之心，使用者反馈表示，大部分时间下 特斯拉 Robotaxi 表现平稳正常，能够应对日常城市驾驶中的调头、减速带、 行人和施工等情境，车速控制在每小时 40 英里以下。根据汽车之心，此次试 运营 Model Y 车型已搭载下一代 FSD，模型参数量是现有模型的 4.5 倍，目 前算法仍在优化阶段，预计今年晚些时候可以正式推送。目前搭载在 Model Y 车型上的 FSD 版本仍基于 HW4.0 打造，但 FSD 能做到无需预学路线、不受 停车场景限制，真正实现上车即走、点对点直达的效果。同时公司正打造 HW5.0 芯片，采用 3nm 制程工艺，AI算力约为 2000–2500 TOP ...

Core Viewpoint - Quantum computing, particularly quantum image processing, is emerging as a significant research area, with the LSQb algorithm developed by Micro Algorithm Technology enhancing efficiency and security in image information hiding and extraction [1][4]. Group 1: LSQb Algorithm Overview - The LSQb algorithm is based on the principle of minimal effective quantum bits to represent image information, facilitating secure and real-time information hiding and extraction [1][3]. - The algorithm reduces the number of quantum bits required for image representation, thereby lowering algorithm complexity and enhancing processing speed [3][4]. Group 2: Technical Advantages - The LSQb algorithm offers high security due to quantum entanglement and the no-cloning theorem, making it difficult for attackers to extract embedded information without the appropriate quantum key [4]. - The algorithm's inherent parallel processing capability allows it to handle multiple pixel quantum bits simultaneously, significantly improving the speed of information hiding and extraction, especially for large-scale image data [4][5]. - The robustness of the LSQb algorithm ensures that secret information can still be accurately extracted even when images are subjected to noise or compression [4]. Group 3: Practical Applications - The LSQb algorithm has been successfully applied in various fields, including secure communication and medical image encryption, providing reliable solutions for sensitive information exchange [5]. - The algorithm is particularly valuable in remote medical services, where patient privacy is critical, enabling secure transmission of medical images without disclosing sensitive information [5]. Group 4: Future Prospects - With ongoing advancements in quantum computing technology, the LSQb algorithm is expected to see broader applications and deeper research, benefiting from improved quantum hardware performance [5]. - The integration of the LSQb algorithm with other quantum image processing technologies is anticipated to create a more comprehensive quantum image processing system, enhancing its role in quantum communication and network security [5].

媒体1日报道称，欧盟委员会将于本周三公布一项雄心勃勃的计划，旨在汇集资金和专业知识，以在量 子计算领域建立一个具有竞争力的欧洲生态系统。 欧盟委员会主管技术政策的副主席Henna Virkkunen近日在接受媒体采访时表示，融资机会特别是风险 投资对欧洲量子计算行业至关重要。她说： "许多欧洲初创企业不得不搬到美国来扩大业务，主要原因是获得融资。" 该战略旨在通过整合专业技术、资源和知识来构建欧盟的量子生态系统，这也是欧洲减少对美国大型科 技公司依赖的更广泛数字主权议程的一部分。量子计算有潜力解决当今计算机无法解决的问题，对经济 和国家安全具有深远影响。 这项量子战略是欧洲更广泛的数字主权议程的组成部分，旨在减少对大型美国科技公司的依赖。 Virkkunen表示： Virkkunen表示，该措施将成为欧盟下一个七年预算的优先领域之一，欧盟委员会将于7月中旬公布该预 算。 欧洲量子技术面临融资挑战 即将出台的战略旨在汇集专业知识、资源和知识，以在欧盟内部建立一个量子生态系统。此前，由于欧 盟在新兴技术领域的劣势，其与美国的生产力差距不断扩大。目前，全球前50家科技公司中，只有四家 来自欧洲。 欧盟旗舰研究资助计 ...

量子计算概念股 IonQ Inc 拉升涨超9%。得州立法机构通过IonQ支持的量子倡议，为该州在量子创新领 域的领导地位铺平道路。 ...

金融界6月30日消息，上证指数低开高走，中证量子通信主题指数 (量子通信，930852)报3937.50点。 从中证量子通信主题指数持仓的市场板块来看，深圳证券交易所占比60.57%、上海证券交易所占比 39.43%。 从中证量子通信主题指数持仓样本的行业来看，信息技术占比40.12%、通信服务占比32.50%、工业占 比18.55%、可选消费占比5.79%、金融占比3.04%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 数据统计显示，中证量子通信主题指数近一个月上涨9.97%，近三个月上涨1.88%，年至今上涨9.50%。 据了解，中证量子通信主题指数选取元器件、设备生产、建设运维、运营应用等环节以及与量子通信相 关的代表性上市公司证券作为指数样本，以反映量子通信主题上市公司证券的整体表现。该指数以 ...

2. 三大关键技术专利申请的总体趋势 （1）AI：2019—2023年，中国AI领域专利申请量显著增长，从2019年的2.9万件增至2023年的近6.3万 件，远超美国；但 在考虑到每件专利的新颖性时，美国专利在许多AI细分领域都更占优势 ；欧盟实体 的专利申请量最少。 （2）半导体：在比较半导体领域的专利总量时，美国占主导地位（每年超21万件）；欧盟的芯片专利 数量最少。 （3）量子计算：美国在量子计算领域专利数量最多，中国和欧盟紧随其后，且欧盟与中国的差距越来 越大。美国在量子计算领域的创新专利较多。 " 欧米伽未来研究所 " 关注科技未来发展趋势，研究人类向欧米伽点演化过程中面临的重大机遇与挑战。将 不定期推荐和发布世界范围重要科技研究进展和未来趋势研究。（ 点击这里查看欧米伽理论 ） 布鲁盖尔研究所（Bruegel）发布研究报告《中美欧公司在关键技术前沿创新方面处于领先地位？—— 对中国、美国和欧盟的比较》（Which companies are ahead in frontier innovation on critical technologies? Comparing China, the Eu ...

通信世界网消息（CWW）数据作为数字经济时代的新型生产要素，是国家基础性战略性资源，是 发展新质生产力的重要基础。随着数字中国建设深入推进，数据领域新技术、新模式、新业态加速涌 现，对经济社会的乘数效应持续释放，我国海量数据与丰富场景优势正转化为经济增长新动能和国家竞 争新优势。 数据资源是经济社会发展的基础性、战略性资源 一是数据资源有助于驱动技术创新突破，抢占发展制高点。当前，新一轮科技革命和产业变革加速 演进，数据作为新型生产要素，正在深度融入技术创新体系，为抢占未来发展制高点提供了关键支撑。 一方面，数据要素加速驱动前沿技术创新突破。例如，在人工智能领域，大规模高质量数据集加速AI 与大模型技术的优化升级，推动智能驾驶、智慧城市等场景的落地；在量子科技领域，数据要素的高效 流动为量子算法优化和量子通信网络的构建奠定了坚实基础，助力我国在全球量子竞争中抢占先机。另 一方面，数据资源促进了跨领域技术的深度融合，使得不同领域的技术资源得以高效利用。以医药研发 为例，传统模式因数据壁垒导致周期长、成本高、成功率低，而借助数据平台共享基因序列、临床数据 等资源，构建起跨领域协作网络，推动研发从"经验试错"转向" ...

Core Insights - The article emphasizes the mission of scientists and technology workers to advance science and technology in alignment with the "four orientations": global technological frontiers, economic main battlefields, national major needs, and people's health [1][4] Group 1: Technological Advancements - Recent technological progress showcases the commitment of scientists to the "four orientations," with significant achievements in space exploration and quantum technology [2] - The successful zero-height escape flight test of the "Dream Boat" manned spacecraft marks a new milestone in spacecraft development [2] - The first superconducting quantum computing measurement and control system designed for a thousand-bit scale has been delivered to multiple research and industry units, providing over 5000 bits of measurement and control services [2] Group 2: Innovations in Chemical and Energy Sectors - Researchers have developed a new catalyst that directly synthesizes para-xylene from carbon dioxide and hydrogen, expanding new pathways for carbon utilization [2] - A student team from Dalian University of Technology has overcome key technical bottlenecks in perovskite solar cells, creating a new type of battery with high efficiency and stability, suitable for energy supply in near-space vehicles [2] Group 3: Focus on Health and Social Development - The Comprehensive Research Facility for Fusion Technology (CRAFT) has made significant progress, with its low-noise current drive system passing expert testing and acceptance [3] - The first major technological equipment project in the energy sector, a 300 MW variable-speed pumped storage motor's full-size AC collector system, has successfully completed verification tests, filling a gap in domestic manufacturing [3] - Scientific research increasingly targets major public health issues, with breakthroughs in anti-aging stem cell therapy and brain-machine interface technology aiding in the recovery of motor functions in patients [3]

原子钟的精准计时，让手机导航的定位误差缩小到米级；量子成像技术，让医生能更清晰地看到人体内 部结构，提高诊断准确率……原本遥不可及的量子科技，正逐步融入日常生活。 来源：科技日报 本报记者 俞慧友 "湖南湘江新区（长沙高新区）正全力加速推动量子科技从实验室迈向应用场。"湖南湘江新区（长沙高 新区）管委会副主任王先民近日向科技日报记者介绍，新区量子产业已初具规模。 长期深耕量子技术研发的湖南，正以厚积薄发之势，推动量子科技实现从技术到产业的跨越。 竞逐量子科技新赛道 近年来，湖南已形成"成长有平台，发展有人才"的量子领域新格局，并不断加速科技成果转化。 以湖南湘江新区（长沙高新区）为例，在量子测量方面，长沙量子测量产业技术研究院等高能级平台围 绕光腔锁频仪、动态重力仪等关键技术展开攻关。当下，"长沙造"量子绝对重力仪测量精度达国际先进 水平，并已实现量产。在量子通信领域，相关单位科研团队研发了达到国际领先水平的星地量子密钥分 发系统。在量子计算方面，湖南大学相关科研团队在量子算法领域取得重要突破。 王先民表示，下一步，湖南湘江新区（长沙高新区）计划依托世界计算·长沙智谷打造量子产业园，持 续优化营商环境，为企业 ...

Core Viewpoint - Jiangsu Province is focusing on integrating technological innovation with industrial innovation to build a globally influential industrial technology innovation center and a competitive advanced manufacturing base [1][3]. Group 1: Research and Development - Jiangsu Province has allocated 2.48 billion yuan for basic research, establishing three provincial basic science centers and initiating 67 key projects through partnerships [2]. - The province is expected to achieve a research and development intensity of 3.35% and a basic research investment ratio of 5.6% by the end of the year [2]. - The province aims to become a significant basic research center in several frontier technology fields by 2035, focusing on interdisciplinary collaboration and key technology breakthroughs [3]. Group 2: Industrial Upgrading - Jiangsu Province is optimizing its industrial structure and enhancing innovation capabilities, with initiatives like the "Technology Innovation Year" series in Wuxi [4]. - Wuxi's Xishan District has seen over 1,500 new technology-based enterprises established in 2024, driven by innovation strategies [4]. - The district is developing specialized industrial parks and focusing on future industries such as humanoid robots and synthetic biology [4]. Group 3: Enterprise Role - Jiangsu Province emphasizes the role of enterprises in driving technological and industrial innovation, implementing policies to enhance corporate innovation capabilities [7]. - By the end of 2024, the number of high-tech enterprises in Jiangsu is expected to exceed 57,000, ranking second in the country [7]. - The province has the highest number of listed companies on the Sci-Tech Innovation Board and leads in the number of "specialized, refined, and innovative" enterprises [7][8].