壳体由银灰色特种合金构建，带着特有的冷冽感，如同一座沉静运转的"光学堡垒"——这是我国专用光 量子计算机制造工厂生产落地的首台1000量子比特相干光量子计算机真机。 玻色量子副总裁巨江伟介绍："量子计算机的定位是解决当前经典算力无法求解或者解决得不够好的复 杂问题，可运用在生物制药、金融、能源、通信等众多产业中。" "技术突破只是起点，真正的价值在于落地应用。"玻色量子创始人文凯说，目前，公司已与中国移动、 晶泰科技、深圳地铁等开展深度合作，在多个场景中验证了光量子计算机在求解效率、求解质量方面的 优势。 前不久，由北京玻色量子科技有限公司（以下简称"玻色量子"）自建的专用光量子计算机制造工厂在深 圳市南山区落地。据了解，这是我国首个规模化专用光量子计算机制造工厂，集模块研制、整机组装、 质量测试于一体，具备年产数十台专用光量子计算机的能力。 （文章来源：科技日报） 中国科学院院士、粤港澳大湾区量子科学中心执行主任贾金锋说，该工厂的落成标志着我国量子科技已 逐渐从"实验室的原理验证"迈向"产业化的工程实践"，这是"从0到1"之后至关重要的"从1到N"。 该工厂坐落于深圳南山智城，总面积约5000平方米，集研发 ...

Core Viewpoint - The article emphasizes the importance of seizing opportunities in future industries, particularly in quantum technology, biotechnology, hydrogen energy, and nuclear fusion, as outlined in China's 15th Five-Year Plan [1] Group 1: Quantum Technology Development - Guangdong has established a clear strategic layout for quantum technology, aiming to create a world-class quantum information technology innovation platform and a southern base for quantum information industry [4][13] - The first large-scale dedicated optical quantum computer manufacturing plant in Shenzhen marks a significant transition from laboratory principles to engineering mass production, filling a global gap in the industry [5][14] - The Guangdong-Hong Kong-Macau Greater Bay Area is forming a robust "innovation magnetic field," with increased activity in quantum technology, including forums and collaborative events among universities and enterprises [6][14] Group 2: Sustainable Quantum Innovation Ecosystem - A comprehensive development framework covering basic research, technology breakthroughs, platform construction, and industry cultivation is rapidly taking shape in the Greater Bay Area [8][15] - Guangdong is implementing open talent recruitment plans and enhancing quantum information science education in key universities to support the growth of the quantum ecosystem [15] - The unique "one country, two systems, three tariff zones" structure of the Greater Bay Area is fostering a distinct path for quantum technology development, focusing on international research, industry demand, and regional collaboration [15] Group 3: Future Industries in Other Regions - In Hubei, the hydrogen energy industry is being developed with a comprehensive approach, aiming for a total industry chain output value of 100 billion yuan by 2027 [23] - Hubei has established a full-chain innovation matrix in biotechnology, with several products leading globally in market share [21] - The province is also advancing in 6G communication technology, with significant investments and developments aimed at becoming a leader in the global 6G landscape [20][22]

Investment Rating - The report maintains a positive outlook on the engineering machinery sector and the low-altitude economy, suggesting a "Buy" rating for related stocks [3][8]. Core Insights - The low-altitude economy is progressing with the establishment of a comprehensive regulatory framework and the promotion of new consumption opportunities, including low-altitude tourism and drone usage, supported by government policies [2][21]. - The engineering machinery sector is expected to continue its steady growth, with a slight decrease in rental rates for certain machinery types, indicating a mixed performance across different models [2][3]. Weekly Market Review - From November 23 to November 28, 2025, the Shanghai Composite Index rose by 1.40%, while the Shenzhen Component Index increased by 3.56%, and the ChiNext Index saw a rise of 4.54%. The Shenwan Machinery Equipment Index outperformed the CSI 300 Index by 2.26 percentage points, with a weekly increase of 3.91% [1][11]. - Within the machinery sector, sub-industries such as general equipment and specialized equipment saw increases of 4.70% and 4.28%, respectively, while engineering machinery rose by 3.27% [1][11]. Key Sector Tracking - The rental rate index for aerial work platforms in October 2025 was 660 points, showing a month-on-month decrease of 3.8% but a year-on-year increase of 4.6%. The 20-24m model experienced the largest month-on-month decline of 8.7% [2][3]. - The report highlights specific companies to watch in the low-altitude economy, including Deep City Transportation, Sujiao Science and Technology, and Wan Feng Aowei, among others [3]. Important Industry Data - The manufacturing PMI and its components indicate ongoing trends in production and new orders, which are crucial for assessing the health of the manufacturing sector [33][34]. - The report tracks the monthly export totals and changes, providing insights into the performance of the machinery sector in international markets [38][50].

Investment Rating - The report maintains a "Buy" rating for the communication industry and related companies [9][54]. Core Insights - The communication sector saw an 8.70% increase in the index last week, significantly outperforming the Shanghai Composite Index and Shenzhen Component Index, which rose by 1.40% and 3.56% respectively [2][13]. - Domestic computing power is expanding rapidly, with Alibaba's cloud revenue for FY2Q26 reaching 39.824 billion yuan, a year-on-year increase of 34%, exceeding Bloomberg's consensus forecast [3][14]. - The DeepSeek open-source model, DeepSeek-Math-V2, has shown significant improvements in mathematical reasoning capabilities, outperforming other models in various benchmarks [19][20]. - Beijing plans to establish a large-scale data center system in the 700-800 km dawn-dusk orbit, aiming to transfer substantial AI computing power to space [19][20]. Summary by Sections Domestic Computing Power - Alibaba's cloud revenue growth is driven by strong customer demand, with orders increasing faster than server deployment [3][14]. - The company may increase its previously announced investment of 380 billion yuan due to high demand [3][14]. - The DeepSeek-Math-V2 model has achieved near 99% accuracy in basic benchmarks, indicating a significant advancement in AI capabilities [19][20]. Space Computing Power - Beijing's initiative to build a data center in space aims to support large-scale AI computing [19][20]. - The project is structured in three phases, focusing on technological breakthroughs and cost reduction from 2025 to 2035 [19][20]. - The initiative is expected to create a new industry chain integrating reusable rockets, computing constellations, and data applications [19][20]. Recommended Companies - The report recommends several companies within the communication sector, including ZTE Corporation, Ruijie Networks, and Alibaba, highlighting their potential in the AI computing chain and core asset value reassessment [4][54][55]. - Specific target prices and investment ratings for these companies are provided, indicating a positive outlook for their performance [54][55].

Investment Rating - The industry investment rating is "Leading the Market - A" with a maintained rating [7]. Core Insights - The report highlights the emergence of AI computing power driven by innovations such as Google's TPU and Huawei's open-source AI container technology, which enhance computational efficiency and resource utilization [1][2]. - The report indicates a new investment landscape in AI computing with the IPOs of companies like Moer Thread and Muxi, signaling strong market interest and potential growth [3]. - The report discusses the potential of space computing as a new frontier for AI, with significant initiatives from both private companies and government entities to establish data centers in space [4]. Summary by Sections Industry Performance - The computer sector has shown a relative performance increase of 1.57% against the Shanghai Composite Index this week, with an absolute gain of 2.97% [17][18]. - The overall performance of the computer sector has been strong, ranking 12th among 30 industry indices [20]. Important Industry News - Google's TPU has set a new direction for AI computing with its ASIC integration, supporting large model training [1][13]. - Huawei's Flex:ai technology aims to optimize AI workload management, addressing low resource utilization in domestic computing [2][14]. - The commercial space sector is rapidly evolving, with plans for large-scale data centers in orbit to meet the growing demand for AI computing power [4][16][26]. - The establishment of China's first large-scale photonic quantum computer manufacturing facility marks a significant advancement in quantum technology [24]. - Beijing's initiative to build a space-based data center by 2035 aims to leverage the advantages of the space environment for AI development [26].

Robotics - Baichuan Co. has technical reserves and related R&D for sodium-ion batteries, but has not yet achieved mass production [1] - Yihua Da provides some components to humanoid robot manufacturers, but the proportion is relatively low [3] - Meixin Sheng's DToF technology can achieve distance measurement and obstacle avoidance, adaptable to various robot application scenarios [3] - Greebo's collaboration with Zhiyuan Robotics on commercial cleaning robots has entered the implementation stage, with mass production testing currently underway [3] Aerospace - Greebo is conducting pre-mass production testing for commercial cleaning robots [3] - Lanjie Technology reports that DDR6 memory modules are expected to achieve commercialization around 2029 [3] - Gaohua Technology has established partnerships with commercial aerospace partners like Blue Arrow Aerospace [3] - Chip Motion Technology's products have been applied in the commercial aerospace field for several years [3] - Zhangjiang Hi-Tech has indirectly invested in Blue Arrow Aerospace through a shareholding fund [3] - Lichong Group is actively expanding in the commercial aerospace sector [3] - AVIC Xi'an Aircraft Industry Group is actively participating in the development of new domestic large aircraft models [3] - Xiangdian Co. is developing technology and products for civil satellite launches [3] - CITIC Heavy Industries is deeply involved in national major projects in aerospace and other fields [3] Electronics - Changchun Technology plans to increase R&D investment to enhance the efficiency, stability, and lifespan of perovskite components [3] - Ultra Sonic Electronics has some PCB products applied in AR/VR glasses [3] - Jinjing Technology's SiC is a core representative of third-generation semiconductor materials, gradually becoming a key material for technological breakthroughs [3] - Guoxin Technology's investee company is conducting R&D and application of optical quantum computing chips and optical quantum computers [3] Other Industries - Aantai Technology has achieved small batch supply of refractory metal 3D printing powder [4] - Aoshanghao's significant performance increase this year is mainly due to the overall demand upturn in the semiconductor industry [3] - Muyuan Foods anticipates a decrease in pig farming costs in the future [3] - Jinlu Electronics has PCB applications in hardware facilities related to the elderly care sector [3] - Aonli Education plans to cultivate the silver economy business as the company's second growth curve [3]

格隆汇11月28日丨国芯科技(688262.SH)在投资者互动平台表示，公司投资参股了合肥硅臻芯片技术有 限公司（简称"合肥硅臻"），公司持有合肥硅臻的股份比例为11.46%，合肥硅臻目前正在开展光量子计 算芯片及光量子计算机的研发和应用。公司目前暂没有控股合肥硅臻的计划。 ...

人民财讯11月28日电，国芯科技11月28日在互动平台称，公司投资参股了合肥硅臻芯片技术有限公司 (简称"合肥硅臻")，公司持有合肥硅臻的股份比例为11.46%，合肥硅臻目前正在开展光量子计算芯片及 光量子计算机的研发和应用。公司目前暂没有控股合肥硅臻的计划。 ...

Core Viewpoint - Guoxin Technology (688262.SH) has invested in Hefei Silizhen Chip Technology Co., Ltd., holding a 11.46% stake, focusing on the development and application of optical quantum computing chips and computers [1] Group 1 - The company holds a 11.46% equity stake in Hefei Silizhen [1] - Hefei Silizhen is currently engaged in research and development of optical quantum computing technology [1] - The company does not have plans to gain controlling interest in Hefei Silizhen at this time [1]

Group 1 - The first large-scale dedicated optical quantum computer manufacturing factory in China has officially opened in Shenzhen, marking a significant step in the country's transition from laboratory research to production standards in quantum computing [2] - The factory aims to establish replicable and scalable manufacturing standards for quantum hardware, emphasizing its importance beyond just producing a single quantum computer [2] Group 2 - In the first ten months of this year, the national electricity market trading volume in China reached 54,920 billion kilowatt-hours, a year-on-year increase of 7.9%, accounting for 63.7% of the total electricity consumption [3] - The intra-provincial trading volume was 41,659 billion kilowatt-hours, up 6.6% year-on-year, while the inter-provincial trading volume increased by 12.5% to 13,261 billion kilowatt-hours [3] - Green electricity trading volume surged by 39.4% to 2,627 billion kilowatt-hours [3] Group 3 - The Shenzhou-22 spacecraft successfully docked with the Tianhe core module of the space station, marking a significant achievement in China's manned spaceflight program [4] - Following the docking, Shenzhou-22 will serve as the return vehicle for the crew of Shenzhou-21 [4] Group 4 - Beijing's economic and information technology bureau has introduced measures to support the high-quality development of the medical device industry, including funding for collaborations between medical device manufacturers and large model enterprises [4] - The initiative includes a maximum funding support of 30 million yuan for projects that reach leading domestic and international standards [4] Group 5 - The Shanghai Blockchain Innovation Fund was officially launched during the 2025 Global Digital Business Conference, alongside the release of digital identity recognition results and standards for mineral data export [6] Group 6 - UBTECH Technology announced a 264 million yuan order for humanoid robots, expected to be delivered in December, focusing on the latest model capable of autonomous battery swapping [8] Group 7 - Novartis China responded to rumors of dissolving its county-level team, stating that it will adjust its operational model to continue serving the county medical market starting January 1, 2026 [9] Group 8 - The U.S. government has initiated the "Genesis Project," aimed at transforming scientific research through artificial intelligence, with a focus on creating an AI experimental platform [10] - The project will integrate supercomputers and unique data assets to support scientific modeling and robotics [10] Group 9 - Japan plans to invest an additional 700 million USD into the Rapidus advanced semiconductor project over the next two fiscal years to support advanced semiconductor production [11] Group 10 - South Korea will pilot an AI system to manage traffic congestion at intersections, utilizing AI-based video analysis technology to improve law enforcement accuracy [12] - The system aims to be implemented in ten congested intersections by 2026 and expanded nationwide by 2027 [12] Group 11 - Reports indicate that Apple has made significant progress in developing a foldable iPhone with a no-fold design, potentially becoming the first truly crease-free foldable phone on the market [13] - Foxconn has established a dedicated production line for the foldable iPhone, indicating that the project has moved beyond the experimental stage [13] Group 12 - OpenAI has launched a shopping research feature for ChatGPT, which generates personalized shopping guides by clarifying user needs and retrieving information from the web [14]