工程师在演示脑机接口手部运动反馈康复训练系统。 新华社记者 金良快摄 李向雨摄（影像中国） 新一代人造太阳"中国环流三号"。 机器人在进行拆药分装。 本报记者 张武军摄 | 量子科技 | | | --- | --- | | 量子科技是基于 | 我国建成全球最 | | 量子力学原理进 | 大规模量子城 | | 行研发应用的前 | 域网,包括8个 | | 沿技术,主要包含 | 核心网站点和 | | 量子计算、通信、 | 159个接入网 | | 测量三个方向 | 站点 | "十五五"规划建议提出，"前瞻布局未来产业，探索多元技术路线、典型应用场景、可行商业模式、市 场监管规则，推动量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信等成 为新的经济增长点。"我国积极培育未来产业，为高质量发展持续注入新动能。近日，记者采访了相关 领域的科研人员、企业管理者，一起来谈谈未来产业的现在进行时。 ——编 者 一台计算机"算"出产业链 赵雪娇 云飞路，是安徽合肥高新区一条东西走向的道路，虽然不长，却有一个响当当的别称——"量子大道"。 在其周边，分布着众多科技企业，构建起覆盖量子计算、通信、测量全链条的产业 ...

工程师在演示脑机接口手部运动反馈康复训练系统。 新华社记者 金良快摄 新一代人造太阳"中国环流三号"。 李向雨摄（影像中国） 机器人在进行拆药分装。 本报记者 张武军摄 "十五五"规划建议提出，"前瞻布局未来产业，探索多元技术路线、典型应用场景、可行商业模式、市 场监管规则，推动量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信等成 为新的经济增长点。"我国积极培育未来产业，为高质量发展持续注入新动能。近日，记者采访了相关 领域的科研人员、企业管理者，一起来谈谈未来产业的现在进行时。 ——编 者 一台计算机"算"出产业链 赵雪娇 云飞路，是安徽合肥高新区一条东西走向的道路，虽然不长，却有一个响当当的别称——"量子大道"。 在其周边，分布着众多科技企业，构建起覆盖量子计算、通信、测量全链条的产业生态。 在我们公司的实验室里，有一台白色的大型设备——我国第三代自主超导量子计算机"本源悟空"。2024 年1月，"本源悟空"正式上线运行。"本源悟空"由超导量子芯片系统、量子计算测控系统、量子计算机 操作软件系统等构成，国产化率超80%，其余部件也已自研备用，标志着我国超导量子计算机自主产业 链基本 ...

国仪量子 展厅。合肥高新区管委会供图 几乎同时，本源量子计算科技（合肥）股份有限公司自主研发的稀释制冷机也获得国际订单，将批量出 口共建"一带一路"国家。这些成果展现了中国量子科技的全球竞争力。 中国青年报客户端讯（中青报·中青网记者 王磊 王海涵）2025量子科技和产业大会即将在合肥举行，值 此之际，国仪量子技术（合肥）股份有限公司再次传来好消息，自主研发的X波段连续波电子顺磁共振 波谱仪EPR300成功交付英国伦敦玛丽女王大学，标志着合肥高新区量子产业国际化迈出重要步伐。 在量子计算方面，本源量子研制的第三代自主超导量子计算机"本源悟空"自2024年上线以来，已为全球 163个国家和地区用户完成超69万个量子计算任务。 这些突破性成果的背后，是合肥高新区构建的"国家实验室+高校+企业"协同创新机制。中电信量子集 团董事长吕品表示："按照老路子可能10多年才能落地的成果，现在3～5年就成了！" 量子产业的蓬勃发展，离不开良好的创新生态。幺正量子创始人韩永建深有体会："高新区的1800万元 投资和市创投的1200万元资金，帮我们跨过了死亡谷"。 合肥通过设立天使基金、种子基金，并将风险容忍度分别提高至40%、 ...

抢占科技发展制高点，不断催生新质生产力。 记者手记 向量子计算广度和深度进军 ——摘自"十五五"规划建议 截至2025年10月底，我们团队研制的中国第三代自主超导量子计算机"本源悟空"，已向世界提供量子算 力服务超一年——163个国家和地区的用户访问超3600万次，成功完成了71万个全球量子计算任务。这 个成绩，是对我们团队在量子计算领域摸索近10年的最好回馈。 量子计算机是实现量子计算任务的物理装置。与传统计算机相比，量子计算机计算能力强大，拥有并行 性、指数级加速等优势，可在人工智能、新药研发、金融工程等领域发挥重要作用。但在2017年团队初 创时期，如何实现量子计算机"工程化突破"在国内仍处于空白。怎么造出一台可交付的量子计算机整 机？我们只能自己琢磨，一遍遍试错，慢慢积累经验，把理论上可行的技术变为能够重复实现的工程技 术。 在量子计算机系统中，量子计算测控系统承担着量子芯片信号生成、采集与控制的关键功能，是整个系 统的"神经中枢"。在我国量子计算研究初期，由于高端仪器仪表依赖进口，量子计算机研发只能用传统 商用设备自行搭建控制系统，信号的输出与采集任务需单独进行，存在成本高昂、功能冗余、兼容性 差、 ...

Core Insights - The article emphasizes the elevation of quantum technology to a national strategic level in China's 14th Five-Year Plan, indicating unprecedented development opportunities for the next five years [2] - Quantum technology is identified as a key area for future industrial layout, with a focus on achieving breakthroughs in technology, industrial implementation, and ecosystem development during the 14th Five-Year Plan [1][2] Quantum Technology Overview - Quantum technology is categorized into three main areas: quantum computing, quantum communication, and quantum precision measurement [3] - Quantum computing aims to solve specialized machine breakthroughs, with applications in financial modeling, drug development, logistics optimization, and AI computing power [4] - Quantum communication is in the early stages of large-scale application, crucial for secure communications in defense, government, and finance [4] - Quantum precision measurement is currently in the scenario validation phase, with potential applications in healthcare, resource exploration, power grid monitoring, and gravity surveying [5] Industry Development and Challenges - The quantum technology industry is still in its early development stage, requiring ongoing innovation, core technology breakthroughs, and self-controllable core components [6] - There is a need for improved integration with IoT, AI, and big data technologies to accelerate upstream and downstream collaboration in the industry [6] - Current challenges include a lack of significant application scenarios, high technical barriers, and insufficient public understanding of quantum technology [7] - The industry is seen as a forward-looking sector, with a focus on establishing a solid innovation system and technological foundation for future opportunities [7] Investment Perspective - From an investment standpoint, it is crucial to recognize the current maturity level and engineering stage of quantum technology, as significant scientific challenges remain before practical applications can be realized [11] - The industry chain needs to be enhanced, particularly in core materials and high-end equipment [8] - There is a structural gap in funding and talent, requiring professionals who understand both physics and engineering applications [9] - The competitive landscape includes intense international competition and the need for establishing standards and discourse power in quantum technology [10]

Core Insights - The recent press conference by the National Development and Reform Commission indicates a shift in the engine of China's economic development [1] - Emerging fields such as quantum technology, brain-computer interfaces, and nuclear fusion energy are identified as "new economic growth points," emphasizing their transformation into economic benefits [3][5] - The inclusion of hydrogen energy and nuclear fusion energy in the latest recommendations signals their critical roles in energy transition [10] Quantum Technology - Hefei ranks second globally in quantum industry, with three-quarters of leading companies located there, supported by the University of Science and Technology of China [7] - Key applications for quantum computing include financial modeling, drug development, and materials design, with Beijing and Shanghai focusing on practical applications [9] - Beijing aims for a complete industrial chain in hydrogen energy, while Shanghai leads in practical applications with significant data on fuel cell vehicles [11] Hydrogen Energy - Hydrogen energy is positioned as a future clean energy source, though its technology is not fully mature, presenting challenges for large-scale application [10] - Beijing's strategy involves a comprehensive approach to the hydrogen industry, while Shanghai demonstrates practical applications with substantial mileage data [11] - Cities like Guangzhou and Shenzhen are also making significant investments and advancements in hydrogen energy projects [11] Brain-Computer Interfaces - Brain-computer interface technology has rapidly developed, with Shanghai covering all technical routes and Beijing focusing on non-invasive applications [12][13] - Shenzhen is targeting commercial applications, with major companies planning to launch multiple application scenarios by 2026 [13] - The overall market for brain-computer interfaces remains in its early stages, with uncertain future developments [13] Humanoid Robots - The development of humanoid robots in China has gained attention, with significant contributions from institutions like Tsinghua University and Peking University [14] - Shenzhen leads in the number of industry chain enterprises, with a total output value of 170 billion yuan, while Shanghai aims to create a complete ecosystem for humanoid robots [14] - The success of companies like the one in Hangzhou is attributed to long-term technological accumulation [14] 6G Technology - Although not yet commercialized, countries are actively laying the groundwork for 6G technology, with Beijing focusing on standardization and Shenzhen on practical applications [15] - Nanjing's achievements in terahertz communication demonstrate significant technological capabilities [15] - Cities like Chengdu and Wuhan are developing 6G technology but lag behind Beijing and Shanghai [15] Interconnected Technologies - Technologies such as quantum technology, bio-manufacturing, hydrogen and nuclear fusion energy, brain-computer interfaces, and 6G are interconnected, forming the underlying logic of future economies [16] - Cities that strategically invest in these fields are positioned to become leaders in the next era of competition [16][17]

Investment Rating - The report rates the computer industry as "Overweight" indicating an expectation for the industry to outperform the overall market [46]. Core Insights - DeepSeek OCR has introduced innovative optical context compression, achieving a compression ratio of less than 10 times while maintaining an accuracy of 97% [6][10]. - Quantum computing is identified as a critical area of global technological competition, with significant investments and advancements occurring across various countries [19][20]. - Key companies such as Tonghuashun and iFlytek have reported better-than-expected earnings, indicating strong performance in the sector [35][38]. Summary by Sections DeepSeek OCR Insights - DeepSeek OCR's new model utilizes optical compression to address the computational challenges faced by LLMs in processing long texts [8]. - The model's architecture includes a DeepEncoder and a DeepSeek-3B-MoE decoder, which significantly enhances processing efficiency while reducing hardware requirements [12][16]. - The application of this technology is expected to have substantial implications across various sectors, including finance, healthcare, and education [18]. Quantum Computing Developments - The report highlights the global race in quantum computing, with countries like the US and China making strategic investments to enhance their capabilities [19][23]. - Various technological routes in quantum computing, such as superconducting and ion trap technologies, are advancing rapidly, with significant breakthroughs reported [26][28]. - The report outlines investment plans from multiple countries, showcasing a strong commitment to developing quantum technologies [20]. Key Company Updates - Tonghuashun reported a revenue of 3.26 billion yuan for the first three quarters of 2025, a year-on-year increase of 39.7%, with net profit rising by 85.3% [35]. - iFlytek's Q3 revenue reached 6.08 billion yuan, reflecting a 10.02% increase, while net profit surged by 202.4% [38]. - Both companies are positioned well for continued growth, supported by strong cash flow and market demand [37][39].

Core Insights - The quantum simulator industry in China is projected to reach a market size of approximately 1.506 billion yuan in 2024, reflecting a year-on-year growth of 15.23% [10][11] - Key challenges facing the quantum simulator sector include quantum noise accumulation and system scalability [10] - The development of modular architectures in quantum simulators, such as the nano-electronic quantum simulator by a US-UK joint team, enhances scalability from single units to large networks [10][11] Industry Overview - Quantum simulators are specialized computational tools based on quantum mechanics principles, primarily used to simulate the behavior of quantum systems [2] - They are categorized into digital quantum simulators and analog quantum simulators [2] Industry Development History - The concept of quantum simulation was established in 1982 by Richard Feynman, with significant milestones achieved in subsequent years, including the realization of the Fermi-Hubbard model by the University of Science and Technology of China in 2024 [4][5] - The development trajectory showcases a complete evolution from theoretical foundations to technological breakthroughs [4] Relevant Policies - Quantum technology has been included in China's "14th Five-Year Plan," emphasizing its importance as a core future industry [6] - The government has introduced various policies to support the research and industrialization of quantum technology, enhancing its global competitiveness [6] Industry Value Chain - The upstream of the quantum simulator industry includes essential components such as quantum chips, dilution refrigerators, and quantum light sources [8] - The midstream focuses on the manufacturing of quantum simulators and software development, while the downstream applications span finance, pharmaceuticals, logistics, and energy sectors [8] Market Size - The quantum simulator market in China is expected to grow significantly, with a projected size of 1.506 billion yuan in 2024, driven by advancements in quantum technology and government support [10][11] - Investment in quantum technology has surged, with 29 financing events recorded in the first eight months of 2025, marking a 93.33% increase year-on-year [10][11] Key Companies' Performance - The competitive landscape of the quantum simulator industry is characterized by leading hardware companies like GuoDun Quantum and Benyuan Quantum, which have established significant technological barriers [11] - GuoDun Quantum reported a revenue of 121 million yuan in the first half of 2025, a 74.54% increase year-on-year, with R&D investment also rising [11][12] Industry Development Trends 1. **Technological Integration and Hardware Breakthroughs**: The next five years will see deep integration of quantum simulators with AI and digital twin technologies, enhancing performance and reducing error rates [14] 2. **Deepening Application Scenarios**: Quantum simulators will penetrate core sectors such as manufacturing and finance, optimizing processes and improving returns [14] 3. **Accelerated Standardization**: China aims to lead in establishing international standards for quantum simulators, enhancing compatibility and competitiveness on a global scale [15]

Core Insights - The article highlights the significant contributions of Guo Guangcan in the field of quantum optics and quantum information science in China, emphasizing his role in establishing and promoting these fields domestically [1][2][4]. Group 1: Development of Quantum Optics - Quantum optics, a frontier discipline studying the quantum properties of light and its interaction with matter, was virtually non-existent in China until the early 1980s [2]. - Guo Guangcan, after studying abroad, was determined to initiate quantum optics research in China, leading to the first national quantum optics conference in 1984, which has been held biennially ever since, growing from dozens of attendees to over 800 by 2024 [2][3]. Group 2: Transition to Quantum Information - In the early 1990s, Guo identified quantum information as a promising research direction, which integrates quantum mechanics principles to process and transmit information, thus surpassing classical information technology [4]. - The establishment of the first national laboratory for quantum information in 1999 marked a significant milestone, supported by the Chinese Academy of Sciences, and led to the formation of a research team that produced numerous results and trained a new generation of researchers [5][6]. Group 3: Advancements in Quantum Computing - Guo's team undertook the "solid-state quantum chip" project in 2011, which was crucial for developing China's own quantum chips, with a focus on empowering younger researchers to lead these efforts [7]. - The team achieved significant milestones, including a record-breaking quantum logic gate operation in 2013, and founded the first quantum computing company in China, aiming to create a user-interactive quantum computer [7][8]. Group 4: Impact and Future Directions - The third-generation superconducting quantum computer, "Benyuan Wukong," has been accessed over 25 million times by users from 139 countries, completing over 380,000 quantum computing tasks across various industries [8]. - Guo continues to engage in educational outreach, emphasizing the importance of nurturing young talent in quantum computing to ensure the field's future development [8].

Core Insights - The article highlights the significant contributions of Guo Guangcan in the field of quantum optics and quantum information science in China, emphasizing his role in establishing foundational research and education in these areas [2][3][6]. Group 1: Contributions to Quantum Optics - Guo Guangcan introduced quantum optics theory to China in the 1980s, leading to the establishment of the first national quantum optics academic conference in 1984, which has grown from a few dozen participants to over 800 by 2024 [3][6]. - He developed the first quantum optics course in China, which has educated many researchers who became key figures in the field [4][5]. Group 2: Development of Quantum Information - In the early 1990s, Guo recognized the potential of quantum information as a valuable research area, which integrates quantum mechanics principles to process and transmit information [6][7]. - He established the first provincial-level key laboratory for quantum information in China, which has been pivotal in advancing research and development in quantum communication and quantum computing [7][8]. Group 3: Advancements in Quantum Computing - Guo's team successfully developed China's first quantum chip under the "solid-state quantum chip" project, significantly enhancing the capabilities of quantum computing [8][9]. - The third generation of China's superconducting quantum computer, "Benyuan Wukong," has been accessed over 25 million times by users from 139 countries and regions, completing over 380,000 quantum computing tasks across various industries [9]. Group 4: Educational Initiatives and Future Vision - Guo continues to engage in educational activities, including public lectures and competitions, to inspire the next generation of quantum researchers [10]. - He emphasizes the importance of nurturing young talent in quantum computing, stating that the research in this field cannot be completed by one generation alone [8][10].