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打造开放新高地!浦东引领区研讨会为改革发展献策
Guo Ji Jin Rong Bao· 2025-12-24 08:08
Core Viewpoint - The article discusses the 35th anniversary of the Pudong development and the 5th anniversary of its role as a leading area for socialist modernization, highlighting expert recommendations for future economic and social development in Pudong [1][5]. Group 1: High-Level Reform and Opening Up - Experts suggest that Pudong should focus on targeted reforms in market access, service trade, and overseas investment to convert institutional advantages into high-quality development and competitive advantages in international cooperation [4]. - The emphasis is on activating new momentum for high-quality development through high-level reform and opening up [4]. Group 2: Innovation and Economic Transformation - Recommendations include accelerating the establishment of a vibrant and open innovation ecosystem to achieve breakthroughs in high-level technological self-reliance and new productive forces [4][5]. - Pudong is encouraged to focus on strategic fields such as integrated circuits, life sciences, and artificial intelligence to overcome technological barriers and enhance basic research investment [5][6]. Group 3: Global Resource Allocation - Experts recommend that Pudong play a central role in the new development pattern and domestic-international dual circulation, leveraging its strengths in attracting and exporting resources [4]. Group 4: Urban Governance and Social Development - Suggestions include transitioning urban governance from merely addressing problems to building an institutional ecosystem, enhancing social governance, and innovating public services to promote common prosperity [4]. Group 5: Party Building and Leadership - The importance of strong party building as a means to ensure high-quality development is emphasized, with a call for Pudong to contribute significantly to the modernization of the socialist state and the realization of the Chinese Dream [4].
投资近千万!安徽量子巨头杀入EDA!
Xin Lang Cai Jing· 2025-12-23 12:09
维科网12月23日信息,科大国盾量子技术股份有限公司12月20日发布公告,宣布将研发"国盾量子EDA软件",正式进军量子芯片设计工具领域。 根据公告,公司计划投入870万元,与关联企业曲泉(武汉)科技有限公司合作开发该软件,目标是打造用于未来超导量子计算芯片设计的"准工业级EDA 软件"。 量子EDA,又一"猛虎"入局 全文字数:1466字,预计阅读时间:4分钟 题图:AI生成 国盾量子入局之机 不过,国盾量子并非量子EDA赛道上的唯一玩家。 今年5月,另一家国产量子企业——本源量子已发布支持超导和半导体双平台的Q-EDA软件"本源坤元"。而在更早之前的2023年4月,量旋科技也发布了量 子芯片EDA工具"天乙"。 国盾量子此次入局,与其业务从量子通信向量子计算硬件的战略拓展密切相关。 公开资料显示,国盾量子发源于中国科学技术大学,成立于2009年5月27日,是中国最早从事量子信息技术产业化的企业,早期以参与建设世界首条远距 离量子保密通信干线"京沪干线"而知名。近年来,其业务已开始逐渐铺开,全面覆盖量子通信、量子计算和量子精密测量三大领域。 2020年7月,公司在科创板上市,成为量子科技领域首家A股上市公司 ...
量子科技有重大进展,融资客出手抢筹5只高增长潜力股
人民财讯12月23日电,中国量子科技产业正从学术研究向商业化落地迈进。基于超导量子处理器"祖冲 之3.2号",潘建伟院士团队在量子纠错方向上实现了"低于阈值,越纠越对"的重大进展,为量子计算机 走向实用奠定了重要基础。相关成果12月22日在国际学术期刊《物理评论快报》发表。 "十五五"规划建议将量子科技确立为新的经济增长点,标志着我国量子计算的发展重心,正从实验室验 证阶段加速向产业化落地阶段转移。近期多地发布的"十五五"规划建议稿,也重点提及布局量子科技产 业。 据数据宝统计,截至12月22日收盘,上述这10只机构预测高增长的概念股当中,12月以来融资净买入超 1亿元的有5只,分别是航天电子、华工科技、科华数据(002335)、光迅科技、国盾量子。 未来增长潜力方面,根据5家以上机构一致预测,2026年、2027年净利润增速均有望超20%的量子科技 概念股有10只,如中科曙光(603019)、华工科技(000988)、航天电子(600879)、光迅科技 (002281)、国盾量子等。 ...
登高稳行:成长乘势聚力,价值重构红利
Sou Hu Cai Jing· 2025-12-23 04:17
Group 1 - The core focus of China's economic policy in 2026 will shift towards technological self-reliance and new productivity paradigms, moving away from the traditional real estate and investment-driven growth model [1] - The report emphasizes the importance of integrating resources through a new type of national system, focusing on key technologies such as integrated circuits, industrial mother machines, and high-end instruments, while also planning for future industries like quantum technology and sixth-generation mobile communications [1] - The structural transformation aims to enhance the security of the industrial chain and create a high-quality supply system, fostering a virtuous cycle among technology, industry, and finance to inject long-term growth momentum into the capital market [1] Group 2 - The logic of stimulating domestic demand is undergoing a profound shift, transitioning from physical consumption driven by subsidies for appliances and automobiles to service consumption as the new engine [1] - China's service consumption currently accounts for less than 50%, significantly lower than the nearly 70% in the United States, indicating substantial room for improvement [1] - The aging population is driving the "silver economy," while younger generations prefer experiences and spiritual satisfaction, further reinforcing the structural upward trend in service consumption, supported by intensive policy initiatives [1] Group 3 - The global liquidity environment is expected to improve significantly in 2026, with the Federal Reserve potentially initiating an unexpected rate-cutting cycle due to increasing fiscal pressures and political cycles [2] - The weakening of the US dollar will create favorable conditions for global risk assets, particularly emerging market equities, benefiting both A-shares and Hong Kong stocks [2] - Domestic policies focusing on technology and consumption will provide valuation support, potentially leading to a market value reconstruction trend, with quality growth and high-dividend leaders showing investment value [2]
“量子科技第一股”国盾量子董事长吕品逝世 年仅46岁 上任仅半年
Sou Hu Cai Jing· 2025-12-23 02:05
12月18日晚间,国盾量子(688027.SH)发布公告称,董事长吕品不幸逝世。 公告显示,吕品不持有国盾量子股票,不存在应当履行而未履行的股份锁定承诺。吕品的逝世不会导致董事会成员人数低于法定人数,不会影响董事会的正 常运作。经营管理团队正常履职,国盾量子将根据有关法律法规和《公司章程》的规定,尽快完成董事补选及董事长选举的相关工作,并及时履行信息披露 义务。 12月18日晚间,合肥高新公安分局发布一则警情通报。通报显示,2025年12月18日13时许,该局接报警称,吕某(男,46岁)在望江西路与孔雀台路交口某公 司一办公室内失去意识。接警后,民警立即到场处置。经120现场确认,吕某已无生命体征。经公安机关勘查调查,已排除案件。 经工作人员及媒体多方确认,吕某即为国盾量子董事长吕品。 国盾量子被称为"量子科技第一股",于2020年7月9日登陆科创板。官网信息显示,国盾量子成立于2009年,技术源自中国科学技术大学,主要从事量子通 信、量子计算、量子精密测量产品的研发、生产、销售并提供相关技术服务。国盾量子由中国电信全资子公司中电信量子集团控股,是全球极少数在量子信 息三大主要方向(量子通信、量子计算、量子测 ...
A股开盘:沪指微涨0.04%、创业板指涨0.14%,贵金属、免税及海南自贸区概念股走强,量子科技概念股活跃
Jin Rong Jie· 2025-12-23 01:35
Company News - Sanhua Intelligent Control expects net profit attributable to shareholders to be between 3.874 billion and 4.649 billion yuan, representing a year-on-year growth of 25%-50% [2] - Yongding Co., Ltd. plans to increase capital and introduce external investors for its subsidiary, Dingxin Optoelectronics, raising a total of 55 million yuan [2] - Ningbo Huaxiang's subsidiary signed a strategic cooperation agreement with Shenzhen Dahuang Robot Technology to enhance collaboration in the development and manufacturing of general humanoid robot dexterous hands [2] - Tongyu Communication's subsidiary plans to introduce investors through capital increase, with a total investment of 10 million yuan [2] - Reader Culture announced that its controlling shareholder is planning a change in control, leading to a temporary suspension of its stock [2] Industry News - Quantum Computing: A significant advancement in quantum error correction was achieved by a team at the University of Science and Technology of China, laying a foundation for practical quantum computers [6] - Commercial Space: The 2025 Third Commercial Space Development Conference will be held on December 24, focusing on national policies and key technology discussions [7] - Hainan Free Trade Zone: The full island closure operation officially started, with Sanya reporting a sales figure of 118 million yuan on the first day [8] - Humanoid Robots: The robot rental market has surpassed 1 billion yuan this year, with expectations to grow to at least 10 billion yuan next year [9] - Semiconductor Equipment: The global semiconductor equipment market is expected to reach 133 billion dollars in 2025, driven by AI-related investments [14]
四十载相随,共逐量子之光
Xin Lang Cai Jing· 2025-12-22 23:27
原标题:四十载相随,共逐量子之光 【40 我与科技日报】 在与《科技日报》相识相知的岁月里,我很庆幸,始终有这支记录、陪伴并鼓舞前行的笔。它不仅是科 研成果的发布台,更是科学思想的扩音器、创新生态的连接器。 《科技日报》也关注着更具战略意义的工程化进程。2017年,本源量子创立,致力于造出中国人自己的 工程化量子计算机。从"本源悟空"量子计算机服务全球百万次任务,到2024年我的团队实现"跨越7公里 的分布式光量子计算",每一次进展,《科技日报》都以其专业、准确的笔触,第一时间传递给国内外 读者。 更可贵的是,《科技日报》的作用远不止于报道。它真实扮演了"创新链连接器"的角色,为政策制定 者、科研人员和产业界搭建了对话的桥梁。它让创新链条上的各个环节彼此看见,相互理解,共同为量 子科技这棵"创新之树"培植沃土。 如今,量子科技已上升为国家战略。站在新的起点上,我对风雨同舟四十载的《科技日报》充满新的期 待。首先,期望它成为更高瞻远瞩的"战略瞭望塔",为我国的战略谋划提供多元视角和智库支持。其 次,期望它成为更深入人心的"科学播种机",继续创新科普形式,生动展现量子技术如何赋能千行百 业、改变社会生活,以此激发 ...
国仪量子闯关IPO:持续亏损,现金流承压、高管薪酬高企
Sou Hu Cai Jing· 2025-12-22 10:47
2025年12月10日,上交所官网披露信息显示,国仪量子技术(合肥)股份有限公司(下称"国仪量子")IPO申请正式获受理,保荐机构为华泰联合证券, 容诚会计师事务所(特殊普通合伙)、安徽天禾律师事务所分别承担审计及法律服务。 2025年12月19日,国仪量子IPO审核状态更新为"已问询",计划募资11.69亿元,冲击科创板,剑指"国产量子传感器第一股"。 作为国内传感器赛道稀缺的独角兽企业,国仪量子依托中国科学技术大学的硬核技术积淀,在量子传感、自旋共振等高端科学仪器赛道实现多项技术突 破,打破了海外厂商的长期垄断格局。其核心产品电子顺磁共振波谱仪已走向全球,构建了覆盖核心关键器件、科学仪器装备及行业解决方案的完整产品 服务体系。 公司主打以增强型量子传感器为代表的核心器件,配套提供扫描NV探针显微镜等分析测试类高端科学仪器,业务已渗透材料科学、生物医学、工业质 检、能源勘探等多个领域。产品切入宁德时代、比亚迪、京东方等头部企业供应链,客户遍布国内外超80所985/211高校及150余家科研院所。 截至招股书签署日,国仪量子的股权结构呈现显著分散特征。公司实际控制人为贺羽与荣星,二人自2017年7月起签署一致 ...
打造数字孪生社区一站集成高频服务
Xin Lang Cai Jing· 2025-12-22 06:58
复兴岛上昔日为 码头的沿江步道保留了当年的塔吊等工业遗存,进一步激发老工业区的创新活力 本报记者 刘歆 摄(资 料图) 本报记者 孙云 上海阶跃星辰智能科技有限公司副总裁李璟介绍说,过去一年中,阶跃星辰部署了500多个智能感知终 端和边缘智算设备,形成了复兴岛室内外立体全息感知系统,他们还利用自研的多模态大模型作为复兴 岛"空灵智体"的核心引擎,无缝融合视频、图片、文本、物联网感知数据及地理空间数据,实现对复兴 岛上各类信息的全维度、实时化感知。同时,开发了三大核心能力:多模态智能问答、实况监控调度理 解和空间数据智能问数,既能自动检索知识回答用户提问并在地图上高亮显示相关位置,又能实时监测 人流波动、交通状况,并智能调整资源分配。这样的系统可以建立"全息时空基座",为量子城市提 供"数字底盘",拥有全息智慧与自我进化能力,打造出一种"数字孪生+AI原生"的生命体城市治理新模 式。 量子城市建设与老百姓的关联度又在何处?上海谈瀛数字科技中心总经理黄瑶介绍说,量子城市建设可 以在"随申办"的云端和"15分钟社区生活圈"的线下生活中,被市民亲身感受。例如,通过建立"一数智 联"的社区数字基座,量子城市时空智能技术 ...
申万宏源晨会报告-20251222
| 指数 涨跌(%) | | --- | | 名称 | | 上证指数 3890 0.36 -1.43 0.03 | | 深证综指 2465 0.98 - -0.34 - -0.34 | | 风格指数 (%) | | 昨日 近1个月 近6个月 | | | --- | --- | --- | --- | | 大盘指数 | 0.3 | -0.29 | 19.5 | | 中盘指数 | 0.91 | 0.82 | 27.19 | | 小盘指数 | 0.8 | -0.69 | 22.68 | | 涨幅居前 行业(%) | 昨日 | 近1个月 近6个月 | | | Status I. Any S | A BA | Free of Concession of Children | AA - 1 | | 30.51 装修装饰II 3.33 | | | --- | --- | | 能源会属 3.26 85.77 | -3.9 | | -般零售 3.22 18.79 | 8.93 | | 电视广播II 3.22 19.29 | -0.5 | | 汽车服务Ⅱ 3.14 -0.66 | | | 跌幅居前 昨日 近1个月 近6个月 行业 ...