新华社布宜诺斯艾利斯11月18日电（记者张铎 王钟毅）阿根廷《民族报》17日发表记者弗朗西斯 科·胡埃根撰写的《中国是阿根廷的机遇还是挑战？》，文章说，中国是阿根廷关键贸易伙伴。文章摘 要如下： 中国是阿根廷第二大贸易伙伴，阿根廷的大豆、牛肉等出口中国。中国重视技术自主和粮食安全， 这为阿根廷这个世界主要粮食生产国带来了机遇。 在中国的"十五五"规划建议中，量子科技、生物制造、第六代移动通信等领域得到了重点关注。在 南京，中国和阿根廷两国的商界人士讨论当前的国际贸易形势。毫无疑问，中国是阿根廷关键的贸易伙 伴。 在中国，几乎所有的世界知名品牌都在努力吸引中国消费者。到访中国的阿根廷人发现，与阿根廷 相比，中国的产品质优价廉，而且商家服务也很好，有些定制西装甚至可以在24小时内送达顾客居所。 中国人工智能的发展成就显著。得益于人工智能技术的应用，在上海郊区的一座码头，一名员工就 可以管理十台集装箱吊机；在南京一家工厂的生产线上，28个机械臂上下忙碌、自动导引车有序穿梭。 ...

Core Insights - China is a key trade partner for Argentina, with significant opportunities arising from this relationship [1] Trade Relations - China is Argentina's second-largest trading partner, importing key products such as soybeans and beef [1] - The focus on technological independence and food security in China presents opportunities for Argentina, a major global food producer [1] Technological Advancements - China's advancements in artificial intelligence are notable, with applications in logistics and manufacturing, enhancing operational efficiency [1] - The "14th Five-Year Plan" in China emphasizes key areas such as quantum technology, biomanufacturing, and sixth-generation mobile communications [1] Market Dynamics - Argentine visitors to China observe that Chinese products are of high quality and competitively priced, with excellent customer service [1] - The rapid delivery services in China, such as custom suits delivered within 24 hours, highlight the efficiency of Chinese businesses [1]

Core Insights - The article emphasizes the strategic importance of quantum technology as a key driver for future industrial growth and innovation in China, particularly highlighted in the "14th Five-Year Plan" [1] Group 1: Quantum Technology Developments - Southeast University has achieved significant breakthroughs in the research of "interleaved magnetic materials," a new type of quantum material, which can enhance data storage technology by potentially increasing processing speeds by several times or even hundreds of times [2] - Nanjing University of Posts and Telecommunications is leading a project on high-performance quantum secure communication systems, utilizing machine learning and AI for real-time monitoring and automatic calibration of quantum signals [3] - The collaboration between universities and enterprises is accelerating the practical application of quantum technology, moving from isolated developments to widespread implementations [3][4] Group 2: Industry Applications and Collaborations - Nanjing University of Posts and Telecommunications has partnered with Jiangsu Hengtong Optic-Electric Co., Ltd. to develop "quantum random number" technology and is involved in various encryption projects with local companies [3][4] - The development of a superconducting quantum computer by a team at Nanjing University of Posts and Telecommunications has made progress in electromagnetic interference testing, which is crucial for large-scale chip integration [4] - The launch of the "Dongnan. Cloud" software platform by Southeast University aims to facilitate the application of quantum computing across various fields, including AI and biomedicine [4] Group 3: Talent Development and Education - The demand for skilled professionals in quantum technology is increasing, prompting universities to enhance their educational programs in this field [6] - Nanjing University of Posts and Telecommunications is implementing a tiered training system to cultivate students' understanding and practical skills in quantum technology [7] - Collaborative training programs with leading enterprises are being planned to address real-world challenges in quantum technology [7]

11月17日，据安徽省人民政府新闻办公室新闻发布会消息，2025量子科技和产业大会将于11月20日至22 日在合肥举办。大会以"百年量子智启未来"为主题，预计吸引全国10余个省份、600多家单位、4000余 人参与，人员规模、企业数量及展览规模均将再创新高。 安徽省科技厅厅长赵明介绍，本次大会恰逢联合国教科文组织确定的国际量子科学与技术年，将通过系 统回顾量子百年发展历程，纪念量子力学诞生一百周年，也将聚焦新一轮科技革命和产业变革趋势，积 极探索推进量子科技与人工智能融合发展。 "十五五"规划建议明确将量子科技列为新的经济增长点。这一前瞻性部署，有望助推量子科技从实验室 迈向商业应用。在此大背景下，上述大会或将收获行业与市场的更多关注。 量子科技加速突破 据证券时报·数据宝统计，今年以来量子科技概念股合计获得313次机构调研。国芯科技、陕西华达、国 盾量子、富士达、楚天龙、大豪科技等9只概念股调研频次在10次及以上，几乎相当于月均1次。 国芯科技年内累计获调研25次，排在第一位。公司最近1次接受机构调研时表示，量子安全芯片及模组 产品已经对外实现量产出货，特别是多款产品已被中电信量子、问天量子等量子领域的头部 ...

国仪量子 展厅。合肥高新区管委会供图 几乎同时，本源量子计算科技（合肥）股份有限公司自主研发的稀释制冷机也获得国际订单，将批量出 口共建"一带一路"国家。这些成果展现了中国量子科技的全球竞争力。 中国青年报客户端讯（中青报·中青网记者 王磊 王海涵）2025量子科技和产业大会即将在合肥举行，值 此之际，国仪量子技术（合肥）股份有限公司再次传来好消息，自主研发的X波段连续波电子顺磁共振 波谱仪EPR300成功交付英国伦敦玛丽女王大学，标志着合肥高新区量子产业国际化迈出重要步伐。 在量子计算方面，本源量子研制的第三代自主超导量子计算机"本源悟空"自2024年上线以来，已为全球 163个国家和地区用户完成超69万个量子计算任务。 这些突破性成果的背后，是合肥高新区构建的"国家实验室+高校+企业"协同创新机制。中电信量子集 团董事长吕品表示："按照老路子可能10多年才能落地的成果，现在3～5年就成了！" 量子产业的蓬勃发展，离不开良好的创新生态。幺正量子创始人韩永建深有体会："高新区的1800万元 投资和市创投的1200万元资金，帮我们跨过了死亡谷"。 合肥通过设立天使基金、种子基金，并将风险容忍度分别提高至40%、 ...

Group 1 - Guangzhou Deep Evolution Quantum Technology Co., Ltd. has been established, with Zhai Wei as the legal representative [1] - The company's business scope includes big data services, internet data services, artificial intelligence public data platforms, artificial intelligence public service platforms, and artificial intelligence basic software development [1] - The company is jointly held by Weide Information and Beijing Boson Quantum Technology Co., Ltd. [1]

本报记者 张文湘 见习记者 占健宇 中金公司此前发布研报指出，量子计算作为新一轮科技革命与产业变革的前沿方向，正加速从实验验证 走向商业化应用。随着全球科技巨头不断突破量子比特规模与纠错精度，中国在"祖冲之""九章"等原型 机实现多点超越，科技咨询机构ICV预计，全球量子计算市场规模在2024至2035年由50亿美元增长至 8000亿美元以上。 从业绩来看，格尔软件今年前三季度累计实现营业收入2.35亿元。其中，第三季度实现营业收入1.20亿 元，环比增长71.01%。 行业层面，我国量子科技领域迎来政策支持及技术突破，为板块注入强劲动力。"十五五"规划建议明确 提出，前瞻布局未来产业，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，推动量 子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信等成为新的经济增长点。 就在近期，搭载"祖冲之三号"同款芯片的超导量子计算机"天衍-287"已完成搭建。该量子计算系统具 备"量子计算优越性"能力，处理特定问题的速度比目前最快的超级计算机快4.5亿倍，未来将接入"天 衍"量子计算云平台并首次面向全球开放应用服务。这将是我国首个具备"量子计算优 ...

如果只能用一句话总结2026年的资产方向，那就是："政策发力、新动能崛起，A股仍是核心战场，但 结构比仓位更重要。" 2026，我们处在怎样的宏观环境？ 2025年，中国经济"前高后低"，全年"保5%"有惊无险，出口韧性与政策托底是两大支柱。 而2026年，作为"十五五"开局之年，政策将进入"全面发力期"，根据国盛证券研究表示，GDP目标预计 仍定在5%左右的高位，货币宽松（降准1-2次、降息10-20BP）、财政扩张（赤字率4%、专项债5万 亿）仍是主基调。 | 榴标 | | | 李度预测 | | | | 年度预测 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 2025Q4E | 202601E | 202602E | 202603E | 202604E | 2025E | 2026E | | 国内经济 | | | | | | | | | 实际 GDP 当季同比(%) | 4.6 | 5.2 | 5.0 | 5.1 | 4.9 | 5.0 | 5.0 | | 名义 GDP 当季同比(%) | 3.9 | 4.6 | 5.2 | 5.5 | 5 ...

Core Insights - The 2025 Quantum Technology and Industry Conference will be held from November 20 to 22 in Hefei, highlighting the growing importance of quantum technology in various applications [1] - Quantum technology is recognized for its significant advantages over classical information tools, particularly in computing, communication, and measurement [1] - The global quantum computing market is projected to grow from $5 billion in 2024 to over $800 billion by 2035, indicating a substantial commercial opportunity [2] Group 1 - Quantum computing is at a critical turning point, transitioning from experimental validation to commercial application, with hardware expected to lead the way in industrial breakthroughs [2] - China is leading in quantum key distribution (QKD) technology, establishing a comprehensive quantum secure communication industry chain [3] - The quantum measurement industry is entering a diversified development phase, enhancing measurement precision across various physical quantities [3] Group 2 - Major global tech companies, including Google, IBM, and Microsoft, are making significant advancements in quantum bit scale and error correction, contributing to the acceleration of quantum technology commercialization [2] - The Chinese quantum technology initiative is prioritized in the "14th Five-Year Plan," emphasizing its importance for future industrial development [1] - The quantum computing market is expected to experience rapid growth between 2028 and 2030, suggesting a favorable investment landscape [1]

Group 1 - The China Information and Communication Research Institute is leading the development of international standards for embodied intelligence, with two new proposals focused on system benchmarking and data collection for real-world scenarios [1] - The 2025 Quantum Technology and Industry Conference will be held in Hefei, focusing on key areas such as technological breakthroughs, results transformation, and innovation in quantum technology [2] - The issuance of public funds has reached a three-year high, with 1,378 new public funds launched this year, marking a significant recovery in the market, particularly in index-based investments which account for 59% of new funds [3] Group 2 - Six departments in China are exploring the establishment of a paid usage system for state-owned forest resources, aiming to clarify resource management and improve asset management [4] - TrendForce has downgraded the global production forecasts for smartphones and laptops for 2026 due to rising memory prices and inflation impacting consumer markets, with expected declines of 2% and 2.4% respectively [5] - The Guangdong Province has established an AI and robotics investment fund with a capital of 1 billion RMB, focusing on private equity investments and asset management [6] Group 3 - Guangdong Province is increasing financial support for home-based elderly care and community services, encouraging financial institutions to innovate products for rural elderly services [8] - Alibaba has launched the "Qianwen" project to enter the AI to C market, with the app now in public beta, aiming to integrate various life scenarios and compete with ChatGPT [9] - The State Administration for Market Regulation has approved two national standards for smart home appliances, set to take effect in May 2026, which will clarify requirements for product development and consumer understanding [10] - The National Medical Products Administration is reforming cosmetics regulation to enhance industry quality and safety, aiming for a more advanced regulatory system by 2035 [11]