格隆汇1月9日丨天奥电子(002935.SZ)在投资者互动平台表示，公司量子磁力仪主要针对脑磁测量领域 进行研发，暂未启动医疗器械注册流程。 ...

（央视财经《2025财经榜》）2025年，我国量子科技产业化进程不断加速，正展现出广阔的应用前景。 AI也在这一年变得越来越聪明。从实验室到生产线，从供给侧到消费端，AI赋能千行百业，正加速来 到我们身边。在波澜壮阔的科学图景中，还有哪些领域在积蓄磅礴势能、涌向全球科技浪潮的顶端？ 量子科技多线领跑 商用化提速 科学浪潮持续奔涌，前沿技术加速渗透。第一个大热点，量子科技！今年是联合国宣布的量子科学与技 术国际年，我国在量子科技的多条跑道上领跑，商用化全面提速了。超导量子计算机"祖冲之三号"和光 量子计算机"九章四号"，它们有多牛？"祖冲之三号"做特定任务，速度比全球最快的超级计算机还要快 千万亿倍，而"九章四号"做特定任务可以在微秒级的时间内解决超级计算机需要10的42次方年才能完成 的问题！这算力的飞跃，直接为新药研发、新材料设计等等的领域打开了新纪元。 通过量子卫星，这部手机能够和一万两千公里外进行绝对安全的加密通话、传图，信息传递的安全感直 接拉满。还有量子测量，用上量子重力仪和磁力仪，地下500多米的矿藏都能精准探测，直接突破传统 技术的瓶颈。随着量子计算机从高校科研走向特定行业应用，量子通信设施和服 ...

Investment Rating - The report maintains a "Recommended" investment rating for the quantum technology industry [6] Core Insights - Quantum computing is expected to advance faster than market expectations, becoming a core component of future computing systems alongside classical and AI computing [1][12] - The 2025 Nobel Prize in Physics was awarded for groundbreaking work in quantum tunneling and energy level quantization, indicating rapid iterations in quantum technology [2] - Major international companies are enhancing their engineering capabilities and commercializing quantum technologies, making significant strides in quantum hardware and software [3] - Domestic companies are accelerating their development around self-controllable technologies and practical applications in quantum measurement and computing [4] Summary by Sections 1. Quantum Technology Development - Quantum technology is transitioning from basic research to engineering and industrialization, with significant advancements in core device manufacturing and algorithm development [23] - The industry is expected to become a crucial support for future information technology transformations and enhance national technological competitiveness [23] 1.1 Quantum Communication - The global quantum communication market is projected to grow from $1.1 billion in 2025 to $10.5 billion by 2034, with a compound annual growth rate (CAGR) of approximately 28.3% [30] - In China, the quantum communication market is expected to reach $1 billion by 2024, with a CAGR of 52.3% from 2025 to 2030 [34] 1.2 Quantum Computing - The global quantum computing market is anticipated to grow from $5.04 billion in 2024 to $807.75 billion by 2035, indicating a CAGR of 87.64% [44][45] - In China, the quantum computing market is projected to increase from $118.5 million in 2024 to $410 million by 2030, with a CAGR of 23.5% [51] 1.3 Quantum Precision Measurement - The global quantum precision measurement market is expected to expand from $1.674 billion in 2024 to $4.497 billion by 2035, with a CAGR of 9.40% [59] - In China, the quantum measurement industry is projected to grow to $2.14 billion in 2024, with a growth rate exceeding 30% [62]

Core Viewpoint - This year marks the 100th anniversary of quantum mechanics, with UNESCO declaring it the "International Year of Quantum Science and Technology," highlighting significant advancements in quantum computing, communication, and measurement in China [1] Quantum Computing - Quantum computing is likened to the "engine" of quantum technology, with recent breakthroughs including the release of the superconducting quantum computing prototype "Zuchongzhi No. 3," which outperforms the fastest supercomputers by a factor of one trillion [2] - The transition from basic research to large-scale, practical applications in quantum computing is accelerating, with industries such as finance, aerospace, and pharmaceuticals recognizing its potential [2][3] Quantum Communication - China has achieved significant milestones in quantum direct communication, including a record-breaking communication speed over 100 kilometers and the establishment of a 300-kilometer quantum direct communication network [4] - The successful satellite-based transmission of encrypted image data over a distance of over 12,900 kilometers marks a significant leap towards long-distance secure quantum communication [4] - The emphasis on quantum communication is driven by national support and investment, positioning China strategically in the global quantum information technology landscape [4][5] Quantum Measurement - The release of various quantum sensors, including diamond single-spin sensors and quantum magnetometers, indicates rapid advancements in quantum measurement technology [7] - Applications in medical fields, such as early screening for coronary heart disease, and industrial quality control in lithium battery production are being explored [7] - Despite key breakthroughs, experts note that there is still a considerable gap compared to advanced countries, particularly in foundational theory and market acceptance [7] Strategic Outlook - The development of quantum technology is compared to a marathon, emphasizing the need for sustained strategic determination alongside innovation and leadership [8]

Core Viewpoint - The integration of tourism associations in the Yangtze River Delta region aims to enhance regional coordination and development through cultural and tourism collaboration, breaking down administrative barriers and reconstructing transportation networks [1][2][3]. Group 1: Institutional Breakthroughs - The implementation of the "same city treatment" mechanism allows for cross-provincial tourism with mutual recognition of standards, data sharing, and regulatory interaction, facilitating innovative initiatives like the "high-speed rail tourism annual pass" [2]. - The "Shanghai-Disneyland-Suzhou Gardens-Hangzhou West Lake" tourism route is projected to see a 28% increase in visitor numbers in 2024, driving over 35% growth in surrounding consumption [2]. - The "High-Quality Integrated Development Cooperation Agreement for Inbound Tourism" set to launch in 2025 aims to optimize the 240-hour transit visa exemption policy, enhancing the appeal of the "Shanghai-Hangzhou-Suzhou" tourism products [2]. Group 2: Regional Planning - The Shanghai metropolitan area is actively developing land-based tourism circle plans, with Jiangsu focusing on upgrading scenic spots and vacation areas, while Zhejiang emphasizes "transportation and tourism integration" [3]. - Anhui is promoting cultural tourism integration, embedding "Hui culture" into the broader Yangtze River Delta market [3]. Group 3: Practical Innovations - Brand collaboration is driving regional tourism consumption, with events like the Shanghai Tourism Festival and Jiangsu Rural Tourism Festival creating a celebratory matrix across the four regions [4]. - The "Four Seasons Anhui" promotional campaign is creating a tourism loop by integrating high-quality resources from Anhui with Shanghai [4]. - The high-speed rail network, exceeding 6,500 kilometers, facilitates a "1-hour metropolitan area, 3-hour city group, and 5-hour regional travel" model [4]. Group 4: Resource Integration - The Yangtze River Delta has established a competitive tourism product system based on seven core resources, creating 30 unique tourism routes and 8 world-class corridors [5]. - The launch of the "Shanghai Holiday Train: Enjoy the Yangtze River Delta" tourism train connects top attractions, transitioning regional tourism from "point supply" to "chain operation" [5]. Group 5: Value Co-Creation - The region is moving from "platter-style integration" to "systematic coupling" of cultural resources, enhancing cultural identity and value recognition [6][7]. - Collaborative projects, such as exhibitions and product development between cultural institutions, exemplify the trend of cultural integration [7]. - Future initiatives may include joint applications for intangible cultural heritage projects and shared performance resources to deepen cultural collaboration [7].

Core Viewpoint - Quantum precision measurement technology is transitioning from laboratory experiments to industrial applications, providing new detection technology upgrades across various sectors such as electricity, energy, infrastructure, new materials, medical testing, and metrology [2]. Group 1: Company Developments - Guoyi Quantum Technology (Hefei) Co., Ltd. has developed the world's smallest sensor, a diamond single-spin sensor, which utilizes diamond nitrogen-vacancy center quantum sensing technology and offers nanometer-level spatial resolution [1]. - The company also introduced two additional quantum sensors: a quantum magnetometer with sensitivity surpassing traditional magnetometers for high-precision measurement of weak magnetic fields, and a microwave field strength meter utilizing Rydberg atom quantum sensing technology for high dynamic range and precision [1]. Group 2: Industry Trends - The successful development of these quantum sensors marks a significant step towards the industrialization of quantum precision measurement technology, moving it from a "laboratory miracle" to an "industry dividend" [2]. - Continuous breakthroughs in key technologies and expanding application scenarios are propelling the large-scale application of quantum precision measurement technology in China [2]. - The company plans to increase R&D investment to accelerate product iteration and upgrade, focusing on higher precision, miniaturization, ease of use, and lower costs for quantum sensors [2].

Core Insights - Quantum precision measurement technology is entering a rapid development phase with breakthroughs in core technologies and expanding application scenarios [1][2] - The newly launched quantum sensors cover diverse applications including power grid detection, medical diagnosis, and geological exploration [1] Company Developments - Guoyi Quantum Technology (Hefei) Co., Ltd. has independently developed several advanced quantum sensors aimed at upgrading detection technologies in various fields such as electricity, energy, semiconductors, new materials, and medical testing [1] - The company plans to increase R&D investment to accelerate product iteration and upgrade, focusing on higher precision, miniaturization, ease of use, and lower costs for quantum sensors [2] Industry Trends - 2023 is designated as the International Year of Quantum Science and Technology, highlighting the importance of quantum precision measurement technology as a foundational and leading technology for modern industrial systems [2] - Quantum precision measurement technology is expected to surpass classical technology limits in terms of measurement sensitivity and resolution [2] - Anhui Province is actively promoting the integration of quantum technology innovation and industrial innovation, with over 80 companies in the quantum industry chain, including Guoyi Quantum [2]

Core Insights - The conference on quantum precision measurement technology was held in Hefei, attracting nearly 200 representatives from major state-owned enterprises and research institutions [1] - Guoyi Quantum Technology (Hefei) Co., Ltd. launched several quantum sensors, laying the foundation for the industrial application of quantum precision measurement technology [1] - Quantum precision measurement technology is expected to surpass classical technology limits in sensitivity and resolution, transforming "invisible into visible" [1] Company Developments - The diamond single-spin sensor released by Guoyi Quantum is one of the smallest sensors made by humans, featuring nanometer-level spatial resolution, suitable for non-destructive testing of chips [2] - The quantum magnetometer has sensitivity far exceeding traditional magnetometers, enabling high-precision measurement of extremely weak magnetic fields, which can aid in early diagnosis of cardiovascular diseases [2] - The microwave field strength meter, based on Rydberg atom quantum sensing technology, offers high dynamic range and precision for microwave field measurements, applicable in microwave metrology and electromagnetic environment monitoring [2] Industry Trends - The series of quantum sensors provides new detection technology upgrade solutions for various sectors, including electricity, energy, infrastructure, semiconductors, new materials, and medical diagnostics [2] - With continuous breakthroughs in core technology and expanding application scenarios, the large-scale application of quantum precision measurement technology is entering a rapid development phase [2] - The company plans to increase R&D investment to accelerate product iteration and upgrade, aiming for higher precision, miniaturization, ease of use, and lower costs in quantum sensors [2]