导读： 本届科创金牛奖围绕科技创新主题，聚焦新一代信息技术、人工智能、航空航天、新能源、新材料、高端装备、生物医药、量子科技八大战略性新兴产 业。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 6月14日，由中国证券报主办的2025科创金牛奖颁奖典礼在上海市普陀区举行，2025科创金牛奖获奖名单现场揭晓。 本届科创金牛奖围绕科技创新主题，聚焦新一代信息技术、人工智能、航空航天、新能源、新材料、高端装备、生物医药、量子科技八大战略 性新兴产业，展示相关领域的优秀上市公司和未上市企业，促进科创产业健康、可持续、高质量发展。96家上市公司荣获金牛上市公司科创 奖；79家未上市企业荣获金牛科创企业奖。 新兴高科技企业的涌现，离不开金融活水的精准滴灌和耐心资本的悉心陪伴。9家银行、4家保险机构、5家证券公司、8家PE/VC投资机构和 5家科技园区，分获金牛银行支持科创奖、金牛保险支持科创奖、金牛证券支持科创奖、金牛PE/VC支持科创奖、金牛园区支持科创奖。 "金牛奖"是中国证券报鼎力打造的金融品牌，是中国资本市场最具影响力的奖项。科创金牛奖评选旨在 ...

Core Viewpoint - The Hubei Provincial Government Investment Guidance Fund has released guidelines for the application of co-investment funds and the selection of management institutions to effectively guide social capital into innovation and entrepreneurship, supporting the province's economic transformation and high-quality development [1] Group 1: Types of Funds - Key areas for fund establishment include: - Robotics and Artificial Intelligence Fund with a total scale of 10 billion, focusing on AI chips, intelligent software, and other core technologies [2] - Life and Health Industry Fund with a total scale of 10 billion, aimed at innovative drug development and biomedicine [2] - Agricultural Industry Development Fund with a scale of 10 billion, targeting modern seed industry and agricultural microbiology [2] - Modern Chemical Industry Fund with a scale of 3-5 billion, focusing on fine chemicals and new chemical materials [2] - Commercial Aerospace Development Fund with a scale of 2 billion, supporting rocket satellite development and space infrastructure [3] - Service Trade Fund, aiming to establish a sub-fund for digital trade and technology services [3] - Other emerging and future industries, focusing on new energy, quantum technology, and new materials [3] Group 2: Regional Funds - The strategy emphasizes regional collaboration, guiding the establishment of funds in cities like Xiangyang, Yichang, and Xianning, focusing on local industry characteristics and resources [4] Group 3: Market-oriented Funds - The initiative aims to attract national social security funds and national-level funds, establishing AIC funds in collaboration with state-owned banks and platforms [6] - The focus is on leveraging existing industry mother funds to attract external venture capital institutions to invest in Hubei [6]

1、报道称伊朗希望与美国和以色列对话，寻求结束敌对状态，原油黄金跳水 类型：宏观 情绪影响：正面 有报道称，伊朗告知阿拉伯官员，只要美国不参与攻击，他们愿意重返谈判桌。受此消息影响，原油、 黄金盘中下跌。以色列财政部长表示，特朗普并未要求以色列收敛军事行动，目前以色列的攻势还未到 一半。阿拉伯中间人表示，目前没有迹象表明伊朗准备在核谈判中作出新让步。 2、创新药迎重磅利好！国家药监局发文，临床试验审评审批或将加速 类型：行业 情绪影响：正面 盘前要闻 国家药监局征求意见提出，为进一步支持以临床价值为导向的创新药研发，提高临床研发质效，对符合 要求的创新药临床试验申请在30个工作日内完成审评审批。中邮证券认为，创新药即使短期震荡亦属正 常，仍坚定看好2年—3年维度的创新药行情。 3、对标美股"七巨头"！高盛提出中国"十巨头"，腾讯、阿里、小米等在列 类型：公司 情绪影响：正面 高盛报告指出，中国民营企业的中期投资前景正在改善，"中国民企十杰"能够巩固其在股市上的主导地 位，与美国的"七巨头"股票遥遥相仿。高盛所说的"中国民企十杰"分别是：腾讯、阿里巴巴、小米、比 亚迪、美团、网易、美的集团、恒瑞医药、携程集团和 ...

（原标题：600462，退市，财务造假曝光！量子计算新进展，潜力股出炉） 多只量子科技概念股大涨。 *ST九有公告将退市 2020年，*ST九有披露无偿受让亳州纵翔信息科技有限公司90%股权，该事项构成关联交易，*ST九有 未按规定及时披露，也未在2020年年度报告中披露。上述行为导致*ST九有披露的2020年年度报告虚增 营业外收入6397.32万元，虚减资本公积6397.32万元，虚增利润总额6397.32万元，占当期披露利润总额 的471.03%。 二、*ST九有2021年至2023年年度报告存在虚假记载。 2021至2023年，*ST九有通过两家子公司虚增收入和利润。其中，2021年年度报告虚增营业收入4371.21 万元，虚增利润总额452.91万元；2022年年度报告虚增营业收入1.51亿元，占当期披露营业收入的 49.44%，虚增利润总额1199.28万元；2023年年度报告虚增营业收入1.64亿元，占当期披露营业收入的 40.64%，虚增利润总额1783.73万元，占当期披露利润总额绝对值的27.61%。 6月16日晚间，*ST九有(600462.SH)公告称，公司于2025年6月16日收到上 ...

Core Insights - The establishment of a quantum internet demonstration network in Chengdu aims to transition quantum technology from theoretical research to practical applications, supporting the future scalability of quantum internet systems [1][5][21] Group 1: Quantum Internet Overview - The quantum internet consists of three subnets: quantum computing network, quantum communication network, and quantum sensing network, leveraging quantum physics principles for enhanced information processing, transmission security, and precision [3] - Quantum communication networks can revolutionize information security by enabling direct transmission of classical information using quantum states and providing essential infrastructure for quantum computing and sensing networks [3][5] Group 2: Technological Developments - The launch of the world's first gallium nitride quantum light source chip represents a significant advancement in quantum information technology, enhancing the integration and reliability of quantum internet devices [6][9] - The demonstration network will utilize advanced technologies such as high-brightness entangled light sources and hollow-core fiber deployment to overcome key technical challenges [13] Group 3: Implementation Strategy - The quantum internet demonstration network will be built in phases, starting with multiple quantum nodes in Chengdu High-tech Zone, equipped with essential infrastructure for quantum business functionalities [11][12] - The network aims to facilitate collaborative transmission of classical and quantum signals, integrating with existing communication facilities [12] Group 4: Strategic Importance - The project is expected to drive local development of quantum internet components and systems, fostering an ecosystem for the quantum internet industry [15] - It will enhance Sichuan's influence in the national quantum information strategy and lay the groundwork for future quantum internet industry development [17] Group 5: Future Prospects - The establishment of the Quantum Internet Frontier Research Center aims to create a leading platform for quantum internet core device research and contribute to national strategic needs [18][19] - The center plans to develop a range of quantum internet applications, including quantum sensors and quantum computing technologies, to build a comprehensive quantum industry ecosystem [19]

实验室中的每一项前沿科技项目，都蕴含着开辟商业蓝海的巨大潜力。推动这些技术走出实验室的关 键，在于资本能否"慧眼识珠"。这当中，耐心资本的力量至关重要。我们看到，资本市场对科技企业的 支持日益深化——覆盖其整个发展周期的金融服务更强了，投向研发与成果转化的资金更多了，保险保 障水平更高了，科技金融的风险分担机制也更完善了。当金融资源能够这样长期、精准地灌溉创新沃 土，科技自立自强的种子必将破土而出，茁壮成长。 本届科创金牛奖设立金牛银行支持科创奖、金牛保险支持科创奖、金牛证券支持科创奖、金牛PE/VC支 持科创奖、金牛园区支持科创奖，客观、公正评估金融机构服务科技创新的成效，促进形成"科技—产 业—金融"良性循环。上述奖项花落9家银行、4家保险机构、5家证券公司、8家PE/VC投资机构和5家科 技园区。 展望未来，在"高水平科技自立自强"的战略目标指引下，在政策红利与人工智能（AI）浪潮的共同驱动 下，中国证券报"金牛生态圈"将与资本市场一起，充分发挥耐心培育新质生产力、精准灌溉引导资源配 置、推动科技创新与产业创新融合、服务实体经济的作用，助力我国新兴高科技产业发展迈出关键步 伐。 本届科创金牛奖围绕科技创 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [6] Core Insights - Quantum technology is expected to bring disruptive innovations in computing power, driving demand for quantum secure communication and post-quantum cryptography [12] - Major advancements in quantum computing have been made by leading companies, indicating a competitive landscape in the industry [13][14] - The establishment of dedicated quantum research centers by companies like NVIDIA signifies a strategic shift towards integrating quantum computing with AI [15][16] Summary by Sections 1. Industry Insights - Quantum computing is based on quantum mechanics, utilizing quantum bits for processing, which offers unparalleled information capacity and parallel processing capabilities [12] - The emergence of quantum secure communication and post-quantum cryptography is a response to the potential threats posed by quantum computing to traditional encryption methods [12] 2. Chip Developments - Microsoft launched the Majorana 1 quantum chip, while Amazon introduced the Ocelot chip, which significantly reduces error correction overhead [13] - D-Wave's Advantage2™ system marks a pivotal shift from laboratory to enterprise-level applications, featuring over 4,400 qubits [13] - IBM's roadmap includes the release of a large-scale fault-tolerant quantum computer by 2029, expected to outperform current systems by 20,000 times [13] 3. Algorithmic Advancements - D-Wave demonstrated quantum superiority by solving a magnetic material simulation problem in 20 minutes, a task that would take traditional supercomputers nearly 1 million years [14] - Google's research indicates that a million noisy qubits could crack RSA-2048 encryption in a week, significantly shortening the traditional security period [14] 4. Industry Participation - NVIDIA's establishment of the Accelerated Quantum Research Center aims to integrate quantum hardware with AI supercomputing [15] - The CEO of NVIDIA has shifted his stance on quantum computing, predicting significant advancements in the coming years [16] 5. Market Performance - The computer industry index decreased by 2.25%, underperforming compared to major indices [17] - The report highlights the need to monitor long-term trends in AI, robotics, and self-controllable industries [21]

07:45 有哪些途径可以开拓、哪些举措应该强化？ 6月6日，浙江工业大学莫干山校区应届毕业生在校园内留影。新华社发（谢尚国摄）今年以来，我国在人工智能、高端制造、量子科技等领域用工需求旺 盛，催生大量新岗位，就业市场凸显出"智能+"特点。 "随着经济结构转型升级，就业市场呈现明显的行业分化趋势。"Unity中国首席营销官梁璐表示，AI、新能源、低空经济、芯片等战略产业对人才需求旺 盛，但企业更青睐具备跨领域能力的复合型人才，而非单一技能者。"毕业申"招聘平台公共事务部总监汪俊美补充称，数字经济、绿色能源、高端装备制造 等领域岗位热度持续攀升，而传统行业如建筑、纺织、零售等需求有所下降。"这一变化反映出社会对高附加值、适应型人才的迫切需求。" 2025届全国普通高校毕业生规模预计达1222万人，同比增加43万人。 今年就业市场呈现哪些新趋势？ 6月10日，在2025长春光博会光电领域尖端人才招聘会，应聘者查看招聘企业信息。当日，2025长春国际光电博览会·Light国际会议（简称2025长春光博会） 在长春东北亚国际博览中心开幕。新华社记者 张楠 摄面向新兴产业急需的知识和技能要求，教育部部署实施了高校学生就 ...

Group 1 - The article discusses the role of various financial tools in supporting technology enterprises, emphasizing the importance of long-term equity investment in fostering technological innovation [3][4][5] - AIC (Asset Investment Company) has been exploring equity investment since 2021, with significant characteristics such as large amounts, long cycles, and high risk tolerance, which are essential for technology companies [5][6] - As of now, at least 74 AIC equity investment funds have been established nationwide, with signed intention amounts exceeding 380 billion yuan [5][6] Group 2 - Insurance funds have been participating in equity investments for 15 years, with innovative investment strategies being employed to address risk management challenges in early-stage technology investments [7][8] - National venture capital institutions are crucial in early-stage investments, often entering before the technology is commercialized, thus filling gaps in key industrial chains [8][9] - The article highlights the need for patience from various capital sources, as technology projects require long-term development and may not yield quick returns [10]

Market Overview - A-shares experienced narrow fluctuations with a slight rise, while Hong Kong stocks declined, with the Hang Seng Index down over 1% and the Hang Seng Tech Index down over 2% [2] - The Shanghai Composite Index closed up 0.01% at 3402.66 points, the Shenzhen Component Index down 0.11% at 10234.33 points, and the ChiNext Index up 0.26% at 2067.15 points [2] - Total trading volume in the Shanghai and Shenzhen markets reached 130.37 billion yuan, an increase of 16.8 billion yuan from the previous day [2] Sector Performance - The liquor, agriculture, coal, and electricity sectors saw declines, while the banking sector remained strong with banks like Nanjing Bank and Jiangsu Bank hitting new highs [2] - The quantum technology concept surged, with stocks like Luopute hitting the daily limit and Sanwei Xinan rising over 13% [2][11] - The IP economy concept saw significant gains, with stocks such as Baixinglong, Aoya Shares, and Deyi Culture hitting the daily limit [2][7] Notable Stock Movements - Haiyang Technology, which debuted on the Shanghai main board, closed up 386.7%, reaching a peak of 70 yuan per share, resulting in a profit of over 29,000 yuan per contract at the peak price [2] - Cloud Finance, a concept stock related to Ant Group, surged nearly 100% in Hong Kong, while Yaocai Securities rose over 14% [3] - The IP economy saw stocks like Baixinglong and Aoya Shares rise by 29.99% and 20% respectively, with Deyi Culture also hitting the daily limit [8][7] Innovations and Developments - Ant International plans to apply for stablecoin licenses in Hong Kong and Singapore, indicating a push towards integrating AI, blockchain, and stablecoin innovations into large-scale applications [5] - The quantum computing sector is gaining traction, with Nvidia's CEO highlighting the importance of quantum processors in future supercomputers [11][13] - The innovative drug sector is active, with companies like Rongchang Bio and Shutaishen seeing significant stock price increases, reflecting the growing international influence of Chinese innovative drugs [14][16]