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未知机构:GJJX阶段性重视量子投资机会作为曾经量子最强音我们认-20260211
未知机构· 2026-02-11 02:00
【GJJX】阶段性重视量子投资机会 #作为曾经量子最强音,我们认为主题子赛道量子方向可以阶段性布局。 产业β:我们近期交流下来,26年大概率能看到多个省份招标超融合计算机,收益的无疑是龙头国盾量子。 应用:近期国芯科技在智能驾驶L4安全领域产出量子芯片,有望取得应用场景,算是量子在一个领域初步落 地。 个股层面:禾信 #作为曾经量子最强音,我们认为主题子赛道量子方向可以阶段性布局。 产业β:我们近期交流下来,26年大概率能看到多个省份招标超融合计算机,收益的无疑是龙头国盾量子。 应用:近期国芯科技在智能驾驶L4安全领域产出量子芯片,有望取得应用场景,算是量子在一个领域初步落 地。 个股层面:禾信yq近期有望落地,关注底部机会(st负面影响基本消化)。 投资建议:推荐国盾量子、禾信仪器、国芯科技。 【GJJX】阶段性重视量子投资机会 ...
肩负使命担当 投身强国建设
Xin Lang Cai Jing· 2026-02-10 22:11
Group 1 - Xi Jinping visited the National Innovation Park in Beijing, emphasizing the importance of technological innovation and encouraging researchers and tech entrepreneurs to contribute to national modernization [2][4] - The National Innovation Park has attracted 1,000 companies, with a focus on cutting-edge fields such as quantum information, 6G communication, and smart hardware [4] - Companies like Beijing Lingzu Times Technology and Beijing Brain Science and Brain-like Research Institute expressed motivation from Xi's visit, highlighting the need for continuous innovation and tackling significant technological challenges [3][5] Group 2 - The emphasis on "self-reliance and self-improvement in technology" was a key message from Xi, inspiring organizations to focus on original innovation and breakthrough technologies [4][5] - The Beijing Quantum Information Science Research Institute aims to lead in quantum technology research, integrating it with artificial intelligence to enhance technological capabilities [8][9] - The robotics sector, represented by companies like Shurui Robotics, is committed to overcoming technical challenges and contributing to China's technological independence [9][10] Group 3 - The "14th Five-Year Plan" outlines goals for Beijing to become a global hub for scientific innovation, focusing on high-level talent and open innovation [12] - The National Blockchain Technology Innovation Center is dedicated to ensuring that China's blockchain technology remains globally competitive, addressing critical issues in the field [12] - The overall sentiment among tech companies is one of determination to fulfill Xi's vision for a technologically advanced nation, with a strong focus on practical applications and real-world problem-solving [10][11]
Infleqtion and Quantum Corridor Demonstrate GPS-Free Quantum Timing Solution for Critical Network Infrastructure
Businesswire· 2026-02-06 14:00
LOUISVILLE, Colo.--(BUSINESS WIRE)--Infleqtion, a global leader in quantum sensing and quantum computing powered by neutral-atom technology, today announced a successful live demonstration with Quantum Corridor showing how critical digital infrastructure can stay precisely synchronized without relying on GPS. Quantum Corridor is a quantum-safe, ultra-fast, and highly secure fiber-optic network in the Midwest enabling next-generation communication. The demonstration was conducted across 21.8 kil. ...
MicroCloud Hologram Inc. Develops GHZ State and W State Transmission Scheme Based on Brownian State Quantum Channel
Prnewswire· 2026-02-06 13:00
Core Viewpoint - MicroCloud Hologram Inc. has developed an innovative transmission scheme for GHZ and W states using Brownian state quantum channels, enhancing quantum communication technology and paving the way for practical applications in large-scale quantum systems [1][5]. Technical Implementation - The Brownian state quantum channel is a novel four-particle entangled state that facilitates stable quantum links, enabling efficient transmission of multi-particle entangled states [2]. - The quantum Fourier transform is utilized for quantum state projection measurement, providing better adaptability and accuracy in measuring quantum states compared to traditional methods [3]. - HOLO has established comprehensive technical specifications for quantum gate operations, including specific phase gates and controlled-NOT gates for GHZ states, and more complex operations for W states [4]. Application Prospects - The protocol has significant potential in quantum communication, particularly in building core transmission modules for distributed quantum computing and applications in quantum secure communication and distributed quantum measurement [5]. - With advancements in quantum hardware technology, the transmission protocol is expected to play a crucial role in future quantum information systems, supporting the development of large-scale quantum networks [5]. Company Overview - MicroCloud Hologram Inc. focuses on holographic technology services, including holographic LiDAR solutions and digital twin technology, with cash reserves exceeding 3 billion RMB and plans to invest over 400 million USD in various frontier technology fields [6][7].
一图看懂 | 量子科技概念股
市值风云· 2026-02-06 10:09
以上内容为 市值风云APP 原创 未获授权 转载必究 研究取得重大突破。首次将设备无关量子密钥分发距离 突破百公里,较国际水平提升两个数量级。标志着光纤 量子网络从理论走向现实, 扩大我国国际领先优势。 量子通信 淡 长飞光纤 象 盛邦安全 ◎ 亭通光电 ◎ 神州信息 中科曙光 念 楚天龙 念 中创股份 念 吉大正元 光迅科技 拿 雄帝科技 ◎ 格尔软件 念 腾景科技 量子计算 ● E DE 罗博特科 ® 科华数据 中国长城 ® 国盾量子 纬德信息 禽 宏力达 奥锐特 @ 铜牛信息 禾信仪器 @ 晶合集成 ST复华 念 西部超导 量子测量 送 科大讯飞 尊 广电计量 普源精电 廖 光迅科技 中国西电 念 国盾量子 必创科技 拿 博实股份 科大国创 ঞ 天奥电子 数据来源:上市公司财报、互联网公开信息 该内容仅供参考,不构成任何投资建议 免责声明: 本报告(文章)是基于上市公司的公众公司属性、以上市公司根据其法定义务公开披露的信息(包括但 不限于临时公告、定期报告和官方互动平台等)为核心依据的独立第三方研究;市值风云力求报告(文章)所载内 容及观点客观公正,但不保证其准确性、完整性、及时性等;本报告(文章)中的 ...
未知机构:浙商计算机量子科技产业催化密集投资窗口开启政策顶层推动-20260204
未知机构· 2026-02-04 02:15
【浙商计算机】量子科技:产业催化密集,投资窗口开启 政策顶层推动,投融资环境优化 《十五五规划建议》将量子科技置于未来产业、新经济增长点的首位。 近期四部委联合印发文件,强调政府投资基金将重点投向有助于发展新质生产力、培育未来产业的领域,突出"投 早、投小、投长期、投硬科技"导向。 产业集群加速形成,资本与产业深度联动 北京、上海相继成立量子与人工智能融合的创新联合体,推动技术交叉与场景拓展;合肥"量子大道"已汇聚本源 量子、国盾量子等产业链关键企业,形成集聚效应;成都发布"量子走廊"规划,构建研发‑制造‑应用联动的空间格 局,并设立四川省首支10亿元量子科技产业基金,显示地方资本积极布局。 产业化进程提速,商业场景逐步验证 玻色量子在深圳建成国内首个规模化专用光量子计算机制造工厂,并与广州国家实验室、中国移动、平安集团等 多领域头部机构合作,在药物研发、交通调度、金融建模等场景中验证了光量子计算在效率与质量上的优势,商 业化落地路径逐渐清晰。 风险提示 临近两会,量子领域有望迎来进一步政策催化。 产业集群加速形成,资本与 【浙商计算机】量子科技:产业催化密集,投资窗口开启 政策顶层推动,投融资环境优化 《十 ...
指向未来产业生态!四川产业基金联合锦江区设立10亿元量子基金
Sou Hu Cai Jing· 2026-01-31 14:47
封面新闻记者 姚瑞鹏 近日,量子科技产业生态发展大会在成都世纪城国际会议中心举行。会上,四川产业基金与成都市锦江区属国企成都兴锦产业投资有限责任公司正式签 约,共同发起设立总规模10亿元的四川量子基金。该基金将重点投向量子计算、量子通信、量子精密测量等前沿领域,致力于支持关键核心技术攻关、成 果转化及产业链生态建设,助力四川抢占量子科技发展制高点。 此次设立的量子基金,是四川产业基金贯彻落实省委、省政府关于布局未来产业、培育新质生产力的重要举措。基金将充分发挥政府投资基金的引导和放 大作用,通过"直投+子基金"等方式,整合政策、资本、技术、人才等要素,系统性支持量子科技产业集群发展,为四川建设具有全国影响力的量子科技 创新与产业高地提供坚实的资本支撑和生态赋能。 四川产业基金党委委员、副总经理郝功贵出席并见证签约。旗下机构四川兴川、川创投分别与成都中微达信、成都洋湃科技、上海图灵量子、深圳量旋科 技等一批在量子芯片、量子算法、量子测控及行业应用等方面具有技术优势的企业达成战略合作,推动"四链融合"走深走实。 ...
四川首只量子科技产业基金落地成都 规模10亿元
Xin Hua Cai Jing· 2026-01-28 15:26
新华财经成都1月28日电(记者袁波)记者28日从成都市锦江区获悉,在2026量子科技产业生态发展大 会暨"四链融合"供需对接会上,成都兴锦产业投资有限责任公司与四川产业基金正式签约,共同发起设 立四川首只量子科技产业基金,基金规模达10亿元。 "十大量子科技应用场景"以量子加密、计算、精密测量等技术为核心,重点覆盖"量子+能源""量子+金 融"领域,同时延伸至城市治理、民生服务、产业升级等多个层面。 当天,有6家量子科技企业签署量子科技大厦意向入驻协议,包括四川省天府量子科技有限公司、上海 图灵智算量子科技有限公司等行业重点企业。量子科技大厦位于成都金融城三期(锦江片区),规划四 大功能板块,分别为链主引领区、创新策源区、孵化培育区及公共技术服务区,将构建全链条产业支撑 体系。 该基金将聚焦基金规范管理、优质项目投资、前沿成果转化、产业链招商引智、应用场景孵化等关键环 节,为量子科技领域创新项目和骨干企业提供精准金融支撑。会上,锦江区发布"量子走廊"规划及"十 大量子科技应用场景",明确了量子科技产业的发展空间载体与落地实施路径。 据介绍,"量子走廊"沿交子金融街东西向分布,全长约4公里,打造中国西部量子科技 ...
Viewbix: Quantum Atom Accuracy, Achieved Significant Results Introducing a Novel Atomic Clock Enabling High Accuracy, Robustness and Enhanced Coherence Timing
Globenewswire· 2026-01-27 14:03
Core Viewpoint - Viewbix Inc. is advancing its strategic focus on quantum technologies through the acquisition of Quantum X Labs, which includes significant developments in atomic clock technology that promise enhanced performance and applications in aerospace, defense, and navigation [2][4][5]. Group 1: Company Developments - Quantum Accuracy Ltd., a subsidiary of Quantum X Labs, has achieved notable advancements in atomic clock technology, utilizing a light-modulation scheme for Ramsey interrogation that enhances coherence times and suppresses systematic shifts [2][3]. - The atomic-beam Ramsey-CPT approach represents a transformative step towards ultra-stable, compact timing references, improving accuracy and robustness without complex microwave cavities [3]. - Quantum Accuracy plans to conduct full laboratory-scale experiments and submit its first patent application for the novel light-modulation technique, indicating a commitment to technology maturation and optimization [4]. Group 2: Acquisition Details - Viewbix has signed a definitive agreement to acquire up to 100% of Quantum X Labs, with a minimum of 85% ownership, which includes an expanding patent portfolio related to quantum error correction [5]. - The acquisition is expected to close within 90 days from December 15, 2025, pending due diligence, regulatory approvals, and stockholder consent, which has already been obtained [5]. - Following the acquisition, Viewbix aims to leverage Quantum X Labs' technology for strategic partnerships and customer discussions in relevant industries [4][5].
一批“四川造”量子科技成果正式发布
Xin Lang Cai Jing· 2026-01-26 21:05
本报讯(四川日报全媒体记者 文露敏 高杲)1月26日,2026量子科技产业生态发展大会暨"四链融 合"供需对接会在成都举行。省人大常委会党组副书记、副主任罗强出席大会并致辞。 下一步,四川将结合实际,以"四链融合"为抓手,深化创新链引领、强化产业链协同、优化资金 链保障、激活人才链功能,深耕量子科技赛道,推进产业创新发展。 量子科技作为四川重点布局的未来产业,已被纳入全省"15+N"重点产业链协同推进,我省已出台 有关政策加快发展。当前,四川量子科技产业发展处于全国前列,聚集了电子科技大学等优势高 校和科研院所,建成6个国省级高能级创新平台,累计实施国家级科研项目百余项,引进培育天府 量子、天奥电子、中国网安、长虹电子等领军企业,推出40余项代表性产品。 本次大会以产业生态发展和"四链融合"为核心,搭建供需对接平台,发布了全栈国产化四算融合 超节点、量子金融网关等量子新品,同时发布了一批四川量子科技产业的重大成果、典型应用案 例、产品供给和需求清单。现场进行签约仪式,涵盖项目落地、产业链合作、产融合作等多个领 域。 会上,四川省量子科技学院、四川省量子科技产业基金正式成立,四川省量子科技产业协会启动 成立,未 ...