中金公司（601995）认为，量子计算作为新一轮科技革命与产业变革的前沿方向，正加速从实验验证走 向商业化应用。随着全球科技巨头（谷歌、IBM、微软等）不断突破量子比特规模与纠错精度，中国 在"祖冲之""九章"等原型机实现多点超越，ICV预计全球量子计算市场规模在2024—2035年由50亿美元 增长至8000亿美元以上。其中，硬件环节先行受益，测控系统、稀释制冷机等核心设备有望早日进入量 产周期。中金公司判断，量子计算正处于由科研突破向商业落地的关键拐点，硬件环节或将率先实现产 业化突破。 国泰海通证券认为，1）量子计算处于早期突破阶段，量子纠错是关键。当前，量子计算已成为最具颠 覆性的前沿技术之一，并逐渐形成集基础科研、工程研发、应用探索和产业培育为一体的发展格局。 2）中国在QKD量子安全领域处于绝对领先地位。量子安全的实现路径一般包括基于数学的传统路径 （PQC）和物理安全路径（QKD）两类。中国已经形成了以QKD技术为核心的较为完整的量子保密通 信产业链。3）量子测量产业进入多元化发展周期。量子精密测量主要是利用量子状态对环境的高度敏 感，提升对时间、位置、加速度、电磁场等物理量的测量精度，涉及的方 ...

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]