这也是国盾量子首次公开宣布研发EDA软件。据公开信息，曲泉科技为国盾量子的关联方，国盾量子持股30%。 国盾量子提供超导量子计算机整机以及操控系统等技术。随着芯片复杂度的提升，EDA软件将成为芯片开发的必备技术。据第一财经记者了解，EDA软 件有望用于未来量子的计算芯片设计，国盾量子希望打造的是一款准工业级的EDA软件。 2025.12.19 本文字数：845，阅读时长大约2分钟 作者 |第一财经钱童心 12月19日，国盾量子发布公告称，拟与曲泉（武汉）科技有限公司（"曲泉科技"）签订1份采购服务合同，委托其研究开发"国盾量子EDA软件"并提供相 关技术服务，预计金额为870万元。 （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 根据麦肯锡预测，到2035年，量子计算有望创造高达2万亿美元的经济价值。 史上最大的IPO要来了？ 另据巴克莱银行最新发布的一份报告，量子计算机在模拟、数学优化和代数运算领域具备显著优势，潜在应用场景涵盖优化类任务（物流、金融、能 源）、安全领域（网络安全、国防）以及分子模拟（新材料研发、药物创新）。 随着国内量子计算技术的发展以及对量子计算芯片研发需求的增加，各家量子 ...

2025.12. 19 本文字数：845，阅读时长大约2分钟 作者 | 第一财经 钱童心 12月19日，国盾量子发布公告称，拟与曲泉（武汉）科技有限公司（"曲泉科技"）签订1份采购服 务合同，委托其研究开发"国盾量子EDA软件"并提供相关技术服务，预计金额为870万元。 这也是国盾量子首次公开宣布研发EDA软件。据公开信息，曲泉科技为国盾量子的关联方，国盾量 子持股30%。 国盾量子提供超导量子计算机整机以及操控系统等技术。随着芯片复杂度的提升，EDA软件将成为 芯片开发的必备技术。据第一财经记者了解，EDA软件有望用于未来量子的计算芯片设计，国盾量 子希望打造的是一款准工业级的EDA软件。 根据麦肯锡预测，到2035年，量子计算有望创造高达2万亿美元的经济价值。 另据巴克莱银行最新发布的一份报告，量子计算机在模拟、数学优化和代数运算领域具备显著优势， 潜在应用场景涵盖优化类任务（物流、金融、能源）、安全领域（网络安全、国防）以及分子模拟 （新材料研发、药物创新）。 随着国内量子计算技术的发展以及对量子计算芯片研发需求的增加，各家量子技术公司都开始自主研 发EDA软件。 今年5月，本源科仪（成都）科技有限公司 ...

Core Insights - The quantum communication industry is characterized by a focus on integrating various technologies to enhance competitiveness, with Guodun Quantum as the core player leading in multiple sectors including quantum communication, computing, and precision measurement [1][2]. Company Overview - Guodun Quantum (688027.SH) is the only listed company covering the entire quantum communication, computing, and precision measurement sectors, with 588 patents and involvement in national projects like the "Beijing-Shanghai Backbone" [3]. - Other notable companies include Keda Guokuan (300520.SZ), Shenzhou Information (000555.SZ), and Huagong Technology (000988.SZ), which have high relevance in quantum technology due to their specialized developments and applications [2][3]. Financial Performance - In H1 2025, Hengtong Optics (600487.SH) and Zhongtian Technology (600522.SH) led the revenue with 32.05 billion and 23.6 billion respectively, while Guodun Quantum and Electric Science Cyber Security (002268.SZ) reported lower revenues as they focus on niche markets [4][6]. - The gross profit margins varied significantly, with Dipu Technology (300768.SZ) achieving the highest at 62.4%, followed by Tianfu Communication (300394.SZ) at 50.8% and Guodun Quantum at 48.4% [5][6]. Regional Layout - The quantum communication industry shows a clear clustering in the Yangtze River Delta, with major cities like Shanghai and Hefei being key locations for many companies, while the Beijing-Tianjin-Hebei region focuses on governmental and financial applications [7][9]. Business Planning - Guodun Quantum aims to commercialize low-cost quantum technology and expand into consumer markets, while other companies like Hengtong and Zhongtian are accelerating the industrialization of quantum optical cables and exploring 5G integration [15][17].

中证智能财讯国盾量子（688027）11月26日公告，公司拟与中国科学技术大学续签5个已到期的专利实 施许可合同，涉及7项专利及5项专有技术。 由于中科大通过其全资子公司持有公司5%以上股份，本次交易构成关联交易。 中科大是中国科学院所属的一所以前沿科学和高新技术为主，兼有医学、特色管理和人文学科的理工科 大学，在量子科技领域具有深厚积累，具备履约能力。 公司表示，此次关联交易是日常生产经营中的正常业务往来，符合公司主营业务和发展方向，不会对公 司独立性产生重大影响，也不会对财务状况和经营成果产生不良影响。 国盾量子主营量子保密通信设备、量子安全应用产品及超导量子计算机整机等。前三季度公司实现营业 总收入1.9亿元，同比增长90.27%。 根据合同约定，公司将按实施相关技术生产产品的销售净利润的一定比例支付许可费用，具体提成比例 根据技术领域不同分为50%、30%和25%三档，许可期限均为3年。本次交易涉及冷原子干涉仪、单光子 探测、量子计算调控等多个前沿技术领域。 | 合同 | 知识产权名称 | 申请号/专利号/ 注册号/登记号 | 许可期限 | 合同金额 | | --- | --- | --- | --- ...

Core Viewpoint - The report highlights the significant growth in revenue and the strategic positioning of the company in the quantum technology sector, particularly in quantum communication, quantum computing, and quantum precision measurement [3][10][12]. Company Overview and Financial Indicators - The company, Keda Guodun Quantum Technology Co., Ltd., reported a revenue of 121.37 million yuan for the first half of 2025, representing a 74.54% increase compared to the same period last year [3][10]. - The net profit attributable to shareholders was -23.79 million yuan, an improvement from -35.34 million yuan in the previous year [3][10]. - The company's total assets reached 3.58 billion yuan, with a slight increase of 0.18% from the previous year [3][10]. Business Operations and Industry Context - The company is a pioneer in the commercialization of quantum information technology, focusing on quantum communication, quantum computing, and quantum precision measurement [4][10]. - The quantum communication products include core devices for secure communication networks, while quantum computing products consist of superconducting quantum computers and related components [4][10]. - The industry is experiencing a shift towards practical applications, with significant investments and strategic plans from various countries to advance quantum technology [5][6][10]. Revenue Growth and Business Segments - Revenue growth was driven by substantial increases in quantum computing (283.92% increase) and quantum communication (28.10% increase) segments [3][10]. - The company has established itself as one of the few globally capable of large-scale deployment in quantum secure communication networks [4][10]. Strategic Developments - The company completed a targeted issuance to China Telecom's subsidiary, becoming a state-owned enterprise, which enhances its market position [10][12]. - The company is actively involved in the "Zuchongzhi series" superconducting quantum computer research, contributing to advancements in quantum computing capabilities [10][11]. Research and Development - The company maintains a high R&D investment ratio of 45.46% of its revenue, focusing on innovation in quantum technologies [3][10]. - The company has achieved significant milestones in developing quantum key distribution (QKD) technologies and quantum precision measurement devices [12][14]. Intellectual Property and Standards - The company has surpassed 1,000 intellectual property rights, including 632 authorized patents, reinforcing its leadership in quantum communication technology [15][16]. - The company is involved in the formulation of national standards for quantum technologies, promoting the engineering and industrialization of quantum science [15][16].