人民财讯1月8日电，中共合肥市委发布关于制定合肥市国民经济和社会发展第十五个五年规划的建议， 其中指出，围绕"量能生智"等重点方向，聚力推动具备科创优势和发展基础的未来产业创新发展、抢占 高地。量子科技产业，推进量子通信、量子计算、量子精密测量等领域创新突破和场景应用，加快关键 材料器件设备研发和产业化，拓展政务、金融、能源、气象等领域"量子+"示范项目。核聚变能和氢能 产业，以紧凑型聚变能实验装置等重大科技基础设施建设为引领，加快发展超导材料、装备、智能传感 器等核心产业，推进氢能、氨能等技术迭代应用，布局小型堆等先进核能技术。生物制造产业，聚焦生 物基化学品和材料、新食品、生物农业和非粮生物质原料等方向，拓展规模化应用。具身智能产业，推 进智能决策系统、高精度控制系统和创新结构设计一体发展，构建"精密加工-数据训练-测评验证-竞技 竞赛"全链条创新生态。把握细分领域和新赛道空间，跟踪布局脑机接口、第六代移动通信、深空深海 等若干方向，推动更多技术研发和产业化实现"并跑"、"领跑"。 ...

中国银河（601881）证券发布研报称，量子科技产业正从实验室研发迈向产业化应用，当前投资应聚焦 技术壁垒高、商业化路径清晰的上游核心部件与中游系统集成环节，卡位关键核心公司和产业链。 中国银河证券主要观点如下： 事件 量子科技是建立在量子力学基本原理基础之上，通过对微观粒子量子态(如叠加、纠缠)的主动调控与利 用而形成的前沿技术集群。与传统技术主要依赖经典物理规律不同，量子科技通过对量子态的精确操 控，在信息处理、传输和测量等维度实现了原理性的突破。其中，量子计算具备超越传统计算机的超强 算力，可在新药研发、材料设计、金融建模等领域实现颠覆性突破。量子通信基于量子不可克隆原理， 能提供理论上绝对安全的信息传输，是未来数字经济与国家信息安全的重要保障。量子精密测量则能突 破经典测量极限，广泛应用于导航、能源、医疗等高精度需求场景。各大经济体将量子科技确定为前沿 战略，推动人才、资金、基础设施向量子产业快速集中。在此白热化博弈下，中国量子产业开启"上游 硬件—中游系统—下游应用"的加速国产替代，成为中国等新兴市场经济增长的助推器。部分高端环节 (如测试仪器、测控系统、超低温设备)具备先发和国产化替代红利。 从量 ...

Core Insights - The report by the China Academy of Information and Communications Technology (CAICT) highlights that the next five to ten years will be a critical period for competition in quantum information technology, application transformation, and industrial cultivation [1] Group 1: Market Overview - The average annual growth rate of quantum enterprises has been approximately 60 over the past five years, with over 800 global quantum information-related companies, of which about 50% are quantum computing firms [1] - The distribution of quantum enterprises is as follows: over 230 in the EU (29%), over 210 in the US (26%), and around 140 in China (17%) [1] - Investment and financing in the quantum information sector are expected to surge in 2025, with notable financing events in the first half of the year, including several companies securing millions in funding [1] Group 2: Quantum Computing - Quantum computing is at a critical stage of scientific research and prototype development, with multiple technological routes such as superconducting, ion trap, neutral atom, photonic, silicon semiconductor, and topological methods being pursued [2] - Quantum error correction is essential for transitioning quantum computing from laboratory settings to real-world applications, and quantum computing cloud platforms are vital for commercial viability [2] - The current phase of quantum computing is characterized by significant scientific breakthroughs but still early in engineering applications, necessitating a multi-dimensional perspective on technological progress and application prospects [2] Group 3: Quantum Communication - The quantum communication sector is experiencing rapid development in products that enhance quality and reduce costs, with significant contributions from telecom operators and industry-specific networks [3] - Challenges remain in the promotion and application of quantum secure communication, including the need for improved engineering levels, product quality, and increased competition in the post-quantum cryptography (PQC) industry [3] - The rise of quantum computing poses systemic threats to existing public key cryptography systems, leading to a global consensus on accelerating the development of PQC algorithms and standards [3] Group 4: Quantum Precision Measurement - The quantum precision measurement field is witnessing accelerated application and has broad industrial prospects, particularly in defense, aerospace, resource exploration, and biomedical sectors [4] - The quantum precision measurement industry chain is taking shape, with nearly 150 related companies globally, but large-scale commercialization faces challenges such as technology maturity and market acceptance [4] - The integration of AI with quantum precision measurement is emerging as a new focus, enhancing data processing capabilities and expanding application ranges [4]

Core Insights - The article discusses the financing challenges faced by advanced industries in Sichuan, highlighting the need for continuous investment and the mismatch between light asset models and traditional credit systems [1] - It emphasizes the importance of government policies and innovative financial tools to facilitate effective market connections for enterprises at different development stages [1] Financing Challenges - Many companies, such as Chengdu Qingxin Technology, express urgent financing needs, with specific requests like 30 million yuan for working capital to expedite research and production [1] - The financing demands from 51 companies total 9.9 billion yuan, with 8.25 billion yuan for loans and 1.65 billion yuan for equity financing, covering key areas like R&D and production line construction [1] Government and Financial Institutions' Role - The government has introduced a "toolbox" of policies and financial products, including a compilation of 348 supportive measures and 129 specialized products from 37 financial institutions [1] - Innovative financial tools, such as the "technology flow" evaluation system by Industrial Bank, assess companies based on R&D investment and patent value rather than solely on financial data [1] Ecosystem Development - The article highlights the need for a sustainable and precise connection ecosystem among government, financial institutions, and enterprises to facilitate ongoing collaboration [1] - Since the implementation of the "Building Circles and Strengthening Chains" mechanism, Sichuan has nurtured 260 chain-leading enterprises and 6,328 chain-related enterprises, enhancing the industrial chain ecosystem [2]

Core Insights - Sichuan Province is implementing a "Quantum Technology Industry Breakthrough Development Action Plan" to enhance innovation and support policies in quantum technology sectors [1] - The quantum technology industry in China is expected to experience significant growth, particularly in quantum communication, which has already seen initial commercialization [1][2] - Quantum computing is recognized as a disruptive technology, with ongoing advancements in various technical routes and a projected substantial progress in the next 5 to 10 years [2] Group 1: Sichuan Province Initiatives - The "Action Plan" will focus on technology innovation, industry innovation, enterprise cultivation, application promotion, and resource assurance [1] - Specific support policies will be developed to drive the growth of the quantum technology industry in Sichuan [1] Group 2: Market Potential and Trends - Quantum communication is leading the way in commercialization, with key players dominating the industry [1] - The quantum computing market is anticipated to experience rapid development between 2028 and 2030, warranting ongoing attention to the sector [1] - The quantum technology sector is currently in its early development stage, with a focus on critical components like lasers and dilution refrigerators [2] Group 3: Technological Advancements - Quantum computing is seen as one of the most disruptive frontier technologies, with diverse technical routes such as superconducting, ion traps, neutral atoms, photonic, and silicon semiconductors [2] - The industry is gradually forming a development pattern that integrates basic research, engineering development, application exploration, and industrial cultivation [2] - Reports indicate that quantum computing is still in the early stages of technological breakthroughs, with potential for significant advancements in the coming years [2]

Core Insights - The Chinese government has included quantum technology in the 15th Five-Year Plan, indicating a strategic focus on developing a self-controlled quantum technology system to drive economic growth and enhance national security [1][2]. Group 1: Policy and Strategic Direction - The 15th Five-Year Plan emphasizes the exploration of diverse technological routes, application scenarios, viable business models, and market regulations to promote quantum technology as a new economic growth point [1]. - Quantum communication is highlighted as a crucial pillar of future information science, capable of achieving more efficient and secure information transmission [1]. Group 2: Achievements and Progress - During the 14th Five-Year Plan, China made significant breakthroughs in quantum technology, transitioning from a follower to a leader in certain areas, with notable achievements such as "Mozi," "Nine Chapters," and "Zu Chongzhi" [2]. - The systematic capability for quantum technology development is steadily being established, marking a historical leap in the field [2]. Group 3: Expert Recommendations - Experts suggest enhancing top-level design and integration in quantum technology innovation, fostering interdisciplinary collaboration, and ensuring a comprehensive layout from basic research to industrialization [2]. - There is a call for deep integration of industry, academia, and research to boost autonomous innovation capabilities and ensure key supply chain elements are self-controlled [2]. - Open cooperation is encouraged, leveraging international intellectual resources while leading international scientific initiatives and participating in standard-setting [2]. Group 4: Funding and Research Initiatives - The National Natural Science Foundation of China has launched a major research plan with funding up to 7 million yuan per project to support foundational research in quantum information science [3]. - The development of quantum technology requires not only policy support but also a focus on talent cultivation and international collaboration [3].

Core Insights - The Chinese government has included quantum technology in the 14th Five-Year Plan, indicating a strategic focus on developing a self-controlled quantum technology system to drive economic growth and enhance national security [1][2] Group 1: Policy and Strategic Direction - The 14th Five-Year Plan emphasizes the need for a systematic breakthrough in quantum technology, aiming to establish a comprehensive quantum technology framework that supports national information security and digital economy upgrades [1] - Quantum communication is highlighted as a critical pillar for future information science, promising more efficient and secure information transmission [1] - Experts suggest that the current phase marks a significant acceleration in the quantum technology sector, transitioning from isolated research to a full industry chain layout [1] Group 2: Technological Advancements - During the 13th Five-Year Plan, China achieved several major breakthroughs in quantum technology, including significant projects like "Mozi," "Jiuzhang," and "Zuchongzhi," marking a historical leap from following to leading in certain areas of quantum technology [2] - The establishment of a systematic capability in quantum technology development is progressing steadily, with a focus on interdisciplinary integration and key technology system integration [2] Group 3: Recommendations for Development - Experts recommend enhancing top-level design and coordination to strengthen the innovation system in quantum technology, integrating various disciplines and key technologies [2] - There is a call for deep integration of industry, academia, and research to boost autonomous innovation capabilities and ensure the self-sufficiency of critical supply chain components [2] - Emphasizing open cooperation and leveraging international intellectual resources is crucial for enhancing China's influence in global quantum technology innovation [2] Group 4: Funding and Research Initiatives - The National Natural Science Foundation of China has launched a major research initiative with funding up to 7 million yuan per project to support foundational research in quantum information science [3] - The development of quantum technology relies on policy support, talent cultivation, and international collaboration, with a focus on encouraging curiosity-driven research among young scholars [3]

Core Viewpoint - The article emphasizes the importance of emerging industries such as quantum technology, biomanufacturing, hydrogen energy, nuclear fusion energy, brain-computer interfaces, and embodied intelligence as new economic growth points in China's future development strategy [3][4]. Quantum Technology - Quantum technology is identified as a core area of the new technological revolution, with Hefei, Beijing, and Shanghai forming the "first tier" in terms of enterprise and patent applications [6][7]. - Hefei leads the domestic quantum industry, ranking second globally after San Francisco, with 93 quantum enterprises and over 2000 related patents [7]. - Beijing focuses on foundational technology breakthroughs, leveraging its dense research resources, and aims to build a trillion-yuan industry cluster by 2030 [7][8]. - Shanghai is concentrating on neutral atom quantum computing and has established key laboratories to drive innovation [8]. Biomanufacturing - Shanghai, Beijing, Shenzhen, and Tianjin are the top four cities in biomanufacturing competitiveness, with Shanghai's industry scale expected to exceed 1 trillion yuan by 2025 [10][11]. - Shenzhen has established a national biomanufacturing innovation center and is a hub for new enterprises in synthetic biology [11]. - Tianjin is leveraging its chemical industry base to develop biomanufacturing projects, attracting multinational companies [11]. Hydrogen and Nuclear Fusion Energy - Hydrogen and nuclear fusion energy are highlighted as clean energy "dual engines," with Beijing and Shanghai leading in technology and infrastructure development [12][13]. - Beijing plans to have 1,200 hydrogen fuel cell buses and 35 hydrogen stations by 2025, while Shanghai aims for its hydrogen industry to reach international leading levels by 2035 [13]. - Hefei is making significant advancements in nuclear fusion technology, participating in key international projects [14]. Brain-Computer Interfaces - The brain-computer interface (BCI) market in China is projected to grow from 3.2 billion yuan in 2024 to 5.58 billion yuan by 2027, with Shanghai, Beijing, and Shenzhen as the leading cities [15][16]. - Shanghai is developing a comprehensive BCI ecosystem and has launched the first BCI industrial cluster [16]. - Beijing is focusing on non-invasive BCI technologies, while Shenzhen is applying BCI in various fields, including education and gaming [17]. Embodied Intelligence - Embodied intelligence, represented by humanoid robots, sees Beijing, Shenzhen, Shanghai, and Hangzhou as the leading cities in technology and industry [18][19]. - Beijing aims to achieve significant technological breakthroughs and establish a robust industrial cluster by 2027 [19]. - Shenzhen is the manufacturing hub for humanoid robots, with a goal to support over 1,200 related enterprises by 2027 [19][20]. - Shanghai is working on a complete ecosystem for robotics, targeting a core industry scale of over 50 billion yuan by 2027 [20]. 6G Technology - 6G technology is being developed with Beijing as a core hub for standard-setting and innovation, aiming to create a testing environment by 2026 [21][22]. - Shenzhen is integrating 6G with AI and plans to establish a low-altitude economy demonstration zone [21][22]. - Nanjing is focusing on terahertz communication breakthroughs and aims for a 300 billion yuan industry value within five years [22][23].

Group 1: Market Overview - A-shares opened higher after the holiday, with the Shanghai Composite Index surpassing 3900 points and the Sci-Tech 50 Index rising over 5% [1] - Resource sectors, including precious metals and industrial metals, saw significant gains, with the precious metals index increasing by over 7% [1] - Chip stocks also surged, with Huahong Semiconductor hitting the daily limit and SMIC rising over 9% during trading [1] - Consumer sectors, such as film and tourism, experienced declines, with companies like Guomai Culture and Huace Film hitting the daily limit down [1] Group 2: Company-Specific Developments - Hainan Huatie (603300) faced a significant drop in stock price after announcing the termination of a major contract, leading to a regulatory inquiry [2] - The company’s major shareholders announced plans to buy back shares worth between 30 million and 50 million yuan following the stock price decline [2] - The stock was capped at a 10.02% drop, with nearly 3 million shares locked in sell orders [2] Group 3: Quantum Technology Developments - The 2025 Nobel Prize in Physics was awarded to three physicists for their groundbreaking contributions to quantum mechanics, including members from Google's Quantum AI lab [3] - The recent agreement between the UK and the US on the "Technology Prosperity Agreement" is expected to accelerate the development of quantum technology [3] - Longjiang Securities suggests focusing on the entire quantum technology supply chain, particularly leading companies in quantum computing and communication [3] Group 4: Institutional Interest in Quantum Stocks - Over 80 quantum technology concept stocks are listed in the A-share market, with companies like ZTE, State Grid NARI, and Inspur gaining significant institutional attention [4] - Among stocks rated by three or more institutions, 29 have been investigated since July, indicating strong institutional interest [4] - Geer Software highlighted its focus on quantum-resistant encryption technology, which is expected to grow significantly once national standards are finalized [4] Group 5: Company Insights on Quantum Technology - GuoDun Quantum discussed its business layout in quantum communication, quantum computing, and quantum precision measurement during recent investigations [5]

Group 1 - The 2025 Quantum Investment Summit was held on September 23 in Haidian District, focusing on the deep integration of quantum technology and capital, with the theme "Capital Navigation, Pointing to the Next 'Quantum'" [1] - Over 30 quantum enterprises have gathered in Haidian District, forming a preliminary industrial chain in three major fields: quantum computing, quantum precision measurement, and quantum communication [1][2] - The summit announced the "Top 10 Quantum Technology Companies with the Most Investment Potential" and the "2025 H1 Pioneer List of Quantum Investment Institutions," establishing a new paradigm for investment value assessment in the quantum field [1] Group 2 - Haidian District, as a core area of Beijing's International Science and Technology Innovation Center, relies on top research institutions like Tsinghua University and the Chinese Academy of Sciences to form a strong quantum technology research system [2] - The district has completed the first district-level quantum technology industry action plan in the city and established a special fund for the quantum field, along with the first quantum incubator and industry park in the country [2] - The global quantum technology sector is accelerating from laboratory to industrialization, necessitating deep collaboration between technological innovation and capital empowerment [2]