Core Viewpoint - Quantum technology is advancing rapidly in China, particularly in Jiangsu province, with significant developments in quantum computing, communication, and measurement, positioning the region as a leader in the field [1][4]. Industry Development - Jiangsu has established a comprehensive quantum technology ecosystem, including research institutions, enterprises, and pilot zones, with a focus on innovation and commercialization [2][3]. - The Quantum Technology Yangtze River Delta Industrial Innovation Center in Suzhou has created a complete industry chain, including quantum chips, computers, and services, making it one of the most developed in China [2][3]. Key Achievements - Notable advancements include the first practical multi-scenario adaptive quantum password chip by Guoxin Technology and the establishment of the first 8-inch wafer-level photonic chip production line by Nanzhi Optoelectronics [3][4]. - Jiangsu ranks second in the number of quantum technology-related enterprises in China, with significant achievements in quantum computing and measurement technologies [4]. Challenges and Bottlenecks - Despite the promising growth, the industry faces challenges such as technological bottlenecks in manufacturing processes, supply chain issues, and a fragmented upstream supply chain [5][6][7]. - The market demand for quantum technology remains unclear, with many applications still in the exploratory phase, leading to a lack of effective demand [7]. Strategic Recommendations - Enhanced collaboration between government, universities, and enterprises is essential to address industry challenges and leverage Jiangsu's advantages [8][9]. - Building strong innovation platforms and accelerating the construction of major technological infrastructure are critical for the high-quality development of the quantum technology industry [8][9]. Talent Development - Talent is identified as a core element in the competition for quantum technology, with recommendations for systematic planning and collaboration with domestic research forces to overcome key challenges [9][10]. Application and Market Integration - Companies are encouraged to engage in industry-academia-research collaborations to accelerate the application of quantum technology and fill existing technological gaps [10][11]. - The government is advised to explore practical applications of quantum technology in sectors like biomedicine and digital finance to create demonstration effects [10][11].

Core Viewpoint - Quantum technology is not an abstract concept; it heavily relies on advanced scientific instruments for development, as emphasized by Professor Yu Dapeng, a leading figure in China's quantum technology field [4][6]. Group 1: Current State of Quantum Technology - China's quantum technology is experiencing differentiated development across three main areas: quantum communication, quantum computing, and quantum precision measurement [7]. - In quantum communication, China has transitioned from a follower to a leader, exemplified by the "Mozi" quantum satellite [7]. - The quantum computing sector has seen China achieve a "catching up" status, with significant advancements in superconducting and photonic quantum computing [7]. - However, in quantum precision measurement, China still lags behind the U.S. due to high precision requirements for scientific instruments [7][8]. Group 2: Challenges in Scientific Instrumentation - The development of quantum technology is constrained by the lack of advanced scientific instruments, which are crucial for breakthroughs [8]. - Key challenges in the autonomous development of scientific instruments include a weak industrial foundation, market environment issues, external technology blockades, and user perception problems [9]. - The reliance on imported high-end equipment poses risks, including high costs and supply chain vulnerabilities [8][9]. Group 3: Solutions for Innovation - Professor Yu proposes a "three-in-one" innovation system to address these challenges, focusing on talent cultivation, policy support, and optimizing the innovation ecosystem [9]. - The need for a talent cultivation system that produces professionals skilled in both quantum physics and engineering is emphasized [9]. - Establishing special funds for high-end instrument development and improving government procurement policies for domestic products are recommended [9]. Group 4: Innovations at Shenzhen International Quantum Research Institute - The Shenzhen International Quantum Research Institute has made significant strides in quantum technology, achieving national laboratory standards within five years [12]. - The institute focuses on solid-state quantum computing and has successfully developed domestic scientific instruments, including dilution refrigerators [12][13]. - Future plans include tackling high-end equipment such as transmission electron microscope aberration correctors and multi-beam lithography machines, which are vital for quantum research and semiconductor industries [13][14]. Group 5: Future Outlook and Talent Development - Quantum technology is viewed as a critical area for national competition, with confidence in achieving breakthroughs supported by government initiatives [14]. - The relationship between scientific instruments and quantum technology is highlighted as mutually beneficial, where advancements in one area drive progress in the other [14]. - Innovative approaches to talent development are suggested, including reforming evaluation systems and fostering interdisciplinary education [14].

Core Insights - The article highlights the rapid advancements in technology and innovation across various regions in China, emphasizing the role of artificial intelligence and new energy vehicles in driving economic growth and modernization [2][3][4][5][6][10]. Group 1: Artificial Intelligence and Innovation - Beijing is emerging as the "first city of artificial intelligence," with over 2400 AI companies and a core industry scale nearing 350 billion yuan, accounting for more than half of the national total [4]. - The Beijing Academy of Artificial Intelligence is working on cutting-edge multi-modal models to enhance AI's understanding and interaction with the physical world [4]. - The city has cultivated three trillion-level industrial clusters and seven hundred billion-level clusters, focusing on high-tech and innovative industries [4]. Group 2: New Energy Vehicles - Anhui province, particularly Hefei, has become a leader in new energy vehicle production, achieving the highest output in the country from January to May this year [5]. - The collaboration between Jianghuai Automobile and Huawei has led to the establishment of a highly automated factory, showcasing advanced manufacturing technologies [5]. - The production line at the Xiaomi automobile factory exemplifies the integration of robotics and automation, with a vehicle being produced every 76 seconds [2][3]. Group 3: Traditional Industry Transformation - Traditional industries in Guangdong, such as ceramics, are undergoing significant transformation, with companies like Chaozhou Sanhuan successfully producing high-tech electronic components [7][8]. - The province is focusing on upgrading traditional manufacturing while simultaneously nurturing emerging industries, aiming to create a modern industrial system [8]. - The integration of digital technologies in agriculture in Anhui is enhancing productivity and innovation in traditional sectors [9]. Group 4: Future Industry Development - Anhui is establishing a quantum technology industry cluster, with significant advancements in quantum communication services already reaching nearly 6 million users [10]. - The province is also investing in future industries, including quantum technology and artificial intelligence, to drive high-quality economic growth [10]. - The development of humanoid robots in Beijing is supported by government initiatives, with the industry projected to exceed 30 billion yuan in revenue by 2024, reflecting a nearly 50% year-on-year growth [12][13].

Group 1 - Guangzhou has reached a significant milestone with the registration of its 4 millionth market entity, ranking third nationally in total market entities [1] - From January to July 2025, Guangzhou registered 548,400 new market entities, representing a year-on-year growth of 57.30%, leading among national pilot cities for business environment innovation [1] - The process of obtaining a business license has been streamlined from 20 working days to under 10 minutes through the "Guangzhou Market Entity Express" mini-program, enhancing the entrepreneurial environment [1] Group 2 - Continuous deepening of business environment reforms has led to remarkable growth, with the implementation of fully electronic business registration and the innovative "one-stop online application and one-window collection" model [2] - The online application rate for starting a business in Guangzhou has reached 99% [2] - Emerging strategic industries are thriving, with new market entities in low-altitude economy and aerospace growing by 156.48% and 89.82% respectively, while future networks and quantum technology saw growth rates of 179.10% and 143.01% [2]

Group 1 - Guangdong is promoting a "Shenzhen model" for intellectual property securitization and is focusing on the early layout of next-generation advanced chips in the automotive intelligence sector [1] - The province has established a high-level multi-layer laboratory system, including 24 provincial laboratories and 26 national key laboratories, supported by major scientific infrastructure [1] - Guangdong has over 77,000 high-tech enterprises, ranking first in the country for nine consecutive years, and has seen significant growth in strategic industrial clusters, with nine clusters exceeding 1 trillion yuan in revenue [1] Group 2 - Guangdong has made breakthroughs in various industries, including domestic chip commercialization in 5G base stations, advancements in artificial intelligence, and the development of innovative biopharmaceuticals [2] - The province is focusing on collaborative innovation in the new energy vehicle sector, addressing key issues related to chips, intelligent driving, and the "three electrics" (battery, motor, and electronic control) [2] - A development plan for quantum technology in the Guangdong-Hong Kong-Macao Greater Bay Area has been established, emphasizing quantum computing and materials [2] Group 3 - Guangdong is enhancing the integration of technology and finance by optimizing the management of provincial innovation and entrepreneurship funds, achieving a leverage of 8.75 times on fiscal funds [3] - The province has invested over 32 billion yuan in 778 projects through its innovation and entrepreneurship fund as of June this year [3] - Initiatives include the establishment of a national platform for venture capital institutions and the introduction of a comprehensive insurance for technology research and development applications [3]

Core Viewpoint - Jiangsu province is accelerating the development of future industries through strategic planning and innovation, aiming to establish a robust "10+X" future industry system by 2035, positioning itself as a global innovation hub in future industries [1][5]. Group 1: Future Industry Development - Jiangsu aims to establish 10 future industry research institutes and cultivate 50 leading talents by 2025, with a focus on key technologies and enterprises [1]. - By 2030, the province plans for 10 growth-oriented future industries to become significant economic drivers [1]. - The future industry scale is expected to grow further by 2035, forming a comprehensive and advanced future industry system [1]. Group 2: Technological Breakthroughs - The province has achieved significant advancements in communication technology, including a world record for real-time transmission speed exceeding 100Gbps [3]. - Breakthroughs in core technologies and materials include the development of domestic GaN-based blue and green laser chips and advancements in hydrogen storage and transportation technologies [4]. - Jiangsu has seen a surge in patent applications, with 313,000 applications and 113,000 grants in future industries by June 2025, leading in sectors like third-generation semiconductors and hydrogen energy [4]. Group 3: Enterprise Ecosystem - Jiangsu is fostering a multi-layered enterprise matrix, with 30 new unicorns and 119 potential unicorns, primarily in future industries [7]. - The province has over 600 future industry enterprises included in the key enterprise database, supporting a robust industrial ecosystem [7]. - Emerging companies with over 5 million yuan in revenue and over 50% growth for two consecutive years are contributing to the future industry landscape [7]. Group 4: Regional Collaboration - Jiangsu's future industry development involves a collaborative approach among various cities, each focusing on distinct sectors like AI, new materials, and hydrogen energy [8]. - The province has launched 21 pilot areas for future industry development, with significant numbers of high-tech and innovation-driven enterprises [8]. Group 5: Policy and Financial Support - Jiangsu is enhancing its innovation ecosystem through supportive policies, including measures for high-tech enterprise development and unicorn cultivation [10]. - The province has established a financial support system with a 788.7 billion yuan budget for 2024, aimed at nurturing future industries [13]. - Various financial products and services are being introduced to alleviate financing challenges for technology-driven enterprises [13].

Core Insights - Europe has historically been a leader in technology but is now lagging behind in emerging fields like AI, electric vehicles, and semiconductor manufacturing, with the focus shifting to the US and China [1][2] Group 1: Factors Contributing to Europe's Technological Lag - Europe's industrial tradition, while valuable, acts as an invisible ceiling that limits the development of new economic models and innovation [2] - The conservative capital ecosystem in Europe restricts innovation, as companies must demonstrate profitability early to attract funding, leading to a lack of financial support for startups [3] - The complex market structure in Europe, characterized by multiple sovereign nations with diverse languages, cultures, and regulations, complicates cross-border business expansion and increases operational costs [5][6] Group 2: Cultural and Regulatory Challenges - The European cultural emphasis on stability and gradual reform creates a cautious approach to new technologies, which can hinder innovation and entrepreneurship [6] - Strict regulatory frameworks, such as the General Data Protection Regulation (GDPR), while protecting privacy, also impose barriers to innovation by slowing down the pace of technological application [6] Group 3: Recognition and Response to Challenges - European leaders have acknowledged the strategic shortfalls in key technology sectors and are planning increased investments in areas like AI and semiconductor manufacturing [7] - The need for profound cultural, institutional, and market changes is critical for Europe to regain its technological edge, balancing stability with a spirit of innovation [7]

Core Insights - The "Guangzhou Digital Economy Development Report (2025)" predicts that the global digital economy will grow at a rate exceeding 8% by 2025, with Guangzhou's core digital economy industry value exceeding 500 billion yuan, representing a year-on-year growth of approximately 10% and accounting for over 15% of the regional GDP [1][3]. Group 1: Digital Economy Growth - Guangzhou's digital economy is in a phase of rapid development, with strong factor aggregation capabilities and comprehensive growth across various fields [3]. - In 2024, the core industry value of Guangzhou's digital economy is expected to surpass 400 billion yuan, reaching 447.03 billion yuan, with a year-on-year growth of 9.8%, contributing 61.3% to the city's economic growth [3]. - As of July 2024, Guangzhou has opened over 100,000 5G base stations, with 20.99 million 5G users, leading the nation in 5G user penetration [3]. Group 2: Artificial Intelligence and Industry Transformation - Experts highlight that embodied intelligence is rapidly developing, characterized by accelerated technological iteration and the opening of a trillion-level market [4]. - The transition from single capability to general intelligence in artificial intelligence is underway, with significant implications for industries such as education, healthcare, and manufacturing [4]. - The report suggests that embodied intelligence could become a new pillar industry for Guangzhou during the "14th Five-Year Plan" period [4]. Group 3: Future Development Directions - The report outlines Guangzhou's future digital economy development direction, focusing on building a system centered on artificial intelligence, with "AI+" and "+AI" as dual engines [5]. - The humanoid robot industry will focus on "R&D + manufacturing + application," aiming to establish a stable industrial chain ecosystem within 3-5 years [5]. - Guangzhou plans to enhance its layout in semiconductor, intelligent connected vehicles, and quantum technology sectors to build a modern industrial system [5].

Core Insights - The "Guangzhou Digital Economy Development Report (2025)" predicts that the global digital economy will grow at a rate exceeding 8% by 2025, with Guangzhou's core digital economy industry value exceeding 500 billion yuan, representing a year-on-year growth of approximately 10% and accounting for over 15% of the regional GDP [1][5]. Digital Economy Trends - Despite challenges such as de-globalization, the trend towards open cooperation in the digital economy remains strong, with global digital trade and digitally deliverable service exports continuing to grow rapidly [5]. - The report highlights that the digital economy has become a crucial engine for global economic growth, with artificial intelligence (AI) technologies, including high-performance computing, intelligent agents, and robotics, expected to be key areas of technological breakthroughs [5][6]. AI Development in China - China's AI large model development, although starting late, is maturing with five key characteristics: transitioning from "following" to "running alongside," deepening application scenarios, evolving from "single-modal" to "multi-modal," improving training efficiency from "centralized" to "distributed," and shifting from "technology-driven" to "application-driven" [6]. Focus Areas for Guangzhou - The report suggests that Guangzhou should focus on cultivating ten new industrial advantages, including humanoid robots, AI large models, data industry, platform economy, intelligent connected vehicles, quantum technology, and embodied intelligence [8][9]. - The humanoid robot industry is identified as having high technical content, long industrial chains, significant driving effects, and broad market demand, with the potential to become a new type of terminal product following computers, smartphones, and new energy vehicles [9]. Economic Contribution - In 2024, Guangzhou's digital economy core industry value is projected to exceed 400 billion yuan for the first time, reaching 447 billion yuan, with a year-on-year growth of 9.8%, contributing 61.3% to the city's overall economic growth [8].

每经记者｜杨建 每经编辑｜彭水萍 2、国际贵金属期货普遍收涨，COMEX黄金期货涨0.24%，报3407.00美元/盎司；COMEX白银期货涨 1.44%，报38.55美元/盎司。国际油价集体下挫，美油主力合约收跌0.68%，报62.74美元/桶；布伦特原 油主力合约跌0.54%，报65.76美元/桶。欧洲三大股指收盘全线上涨，德国DAX指数涨0.67%报24185.59 点，法国CAC40指数涨0.66%报7804.97点，英国富时100指数涨0.19%报9165.23点。 （一）重要市场新闻 （二）行业掘金 1、据央视新闻报道，北京时间2025年8月13日14时43分，我国在文昌航天发射场使用长征五号乙运载火 箭/远征二号上面级，成功将卫星互联网低轨8组卫星发射升空，卫星顺利进入预定轨道，发射任务获得 圆满成功。此次任务是长征系列运载火箭的第588次飞行。 近期我国卫星互联网和商业航天领域频繁传 来震撼消息。7月27日至8月4日，短短9天内，中国星网连续完成三次发射任务，将三组低轨卫星互联网 卫星送入太空。8月4日18时21分，海南商业航天发射场使用长征十二号运载火箭，成功将卫星互联网低 轨07组卫星发射 ...