量子计算商业落地有望加速。 长假后第一天，A股主要指数全线高开，上证指数突破3900点，科创50指数涨势最大，上午收盘涨幅超 过5%。 板块方面，贵金属、工业金属、小金属等资源板块大幅上涨，贵金属指数涨逾7%，紫金矿业股价再创 历史新高。芯片股也大幅飙升，华虹公司"20cm"涨停，中芯国际盘中一度大涨超9%，股价再创历史新 高。 跌幅居前的板块有影视院线、旅游景区、酒店餐饮等，多为消费板块。其中果麦文化"20cm"跌停，华 策影视、光线传媒等个股均跌超10%。国庆档电影市场遭遇低谷，且白酒动销同比也出现罕见下滑，大 消费出现普跌。 603300，近300万手封死跌停 海南华铁(603300)在国庆假期刷屏。9月30日晚间，海南华铁发布公告称，全资子公司华铁大黄蜂与杭 州X公司签署的《算力服务协议》终止。当晚上交所火速向海南华铁及其董监高下发监管函，就公司重 大合同终止相关事项明确监管要求。 10月8日晚间，海南华铁发布公告，公司持股5%以上股东、董事及总经理胡丹锋决定终止减持计划;并 计划自公告披露之日起1个月内，使用其自有资金或自筹资金，以集中竞价的方式增持公司股份，合计 拟增持金额不低于3000万元(含) ...

锋行链盟2025年9月中国量子产业政策深度解读与趋势分析 一、政策总体特征 1. 国家战略引领，地方协同推进 1. 技术应用场景具象化 1. 创新支持体系完善 二、核心政策亮点解析 1. 四川"前沿科技攻关"计划 三、政策趋势与产业影响 1. 政策重心向"应用落地"倾斜 四、企业/机构行动建议 1. 技术研发方向 1. 区域布局策略 国家政策篇 1. 《合肥都市圈要素市场化配置改革试点》（国务院） 1. 《机械行业稳增长工作方案》（工信部） 地方政策篇 1. 安徽《量子信息产业发展促进条例（征求意见稿）》 1. 上海"人工智能+"项目申报 国家层面聚焦顶层设计，通过要素市场化改革、质量认证数字化、机械行业稳增长等政策，明确量子科技在数据安全、智能制造等领域的应用方 向。 地方层面（如安徽、上海、四川）结合区域优势，通过立法保障（安徽）、项目攻关（合肥）、场景应用（上海）和前沿攻关（四川）形成差异化 布局，体现"国家统筹+地方特色"的协同发展格局。 数据安全：合肥试点量子加密技术提升数据流通效率； 智能制造：工信部推动量子科技与人工智能、装备制造融合； 质量认证：市场监管总局提出"量子化计量"作为新型基础设施。 ...

日前，美国与英国签署《科技繁荣协议》，以深化两国在前沿科技领域的战略合作。这一协议标志 着美英"特殊关系"在科技领域的升级，但此番升级究竟能为两国科技产业发展带来多大助力，仍有待观 察。 根据协议内容，双方重点在人工智能(AI)、量子计算和民用核能等飞速发展的技术领域合作。比 如，双方称该协议将帮助美英两国在全球AI领域"占据主导地位"。英国政府在9月16日发布的一份新闻 公报中称，微软、谷歌、英伟达、OpenAI等美国顶尖科技公司承诺将斥资310亿英镑(约合420亿美元)， 用于提升英国的AI基础设施和前沿技术，涵盖数据中心、计算机芯片以及AI算力等。 对于这样一份"重磅"协议，市场反映不一。一方面，有分析认为，协议构建了从设计到制造的替代 供应链，将减少美英两国对他国的技术依赖，增强两国技术实力。特别是对于英国来说，这份协议可能 为民意支持持续走低的现任政府带来急需的经济提振和政治资本。若协议承诺的巨额投资能够顺利落 地，将向民众展示政府吸引外资、发展高科技产业的能力，成为稳定执政、兑现"重建英国"承诺的有力 支撑。英国政府公报已表示，在相关投资带动下，英格兰东北部地区将成为新的人工智能增长区，有望 创造 ...

Market Overview - The U.S. stock market experienced a decline for the third consecutive trading day, with the S&P 500 index falling by 0.5%, marking its longest losing streak in over a month [2] - The Dow Jones Industrial Average dropped by 173 points, or 0.4%, while the Nasdaq Composite also fell by 0.5% [2] - Despite the recent declines, all three major indices remain close to their historical highs set earlier in the week [2] Economic Indicators - Reports indicate that the U.S. economy may be stronger than economists had anticipated, which could reduce the likelihood of multiple interest rate cuts by the Federal Reserve in the coming months [2] - The Federal Reserve recently implemented its first interest rate cut of the year, with expectations for more cuts by the end of next year [2] - Stronger-than-expected economic performance may alleviate the Fed's urgency to cut rates, especially given the existing inflation risks [2] Company Performance - CarMax's stock plummeted by 20.1% after reporting quarterly profits below analyst expectations, with a decline in vehicle sales compared to the previous year [4] - Jabil's stock fell by 6.7% despite reporting stronger-than-expected quarterly profits, attributed to demand from artificial intelligence [4] - Oracle's stock decreased by 5.6% after a significant rise earlier in the month due to announcements of large AI contracts [5] - Starbucks' stock slightly declined by 0.5% following the announcement of a $1 billion restructuring plan, which includes store closures and job cuts [5] - IBM's stock rose by 5.2% after HSBC announced a promising quantum computing trial with the company [5] Sector Trends - The bond market saw a slight increase in Treasury yields as traders reduced bets on future interest rate cuts by the Fed, with the 10-year Treasury yield rising from 4.16% to 4.17% [4] - The housing sector showed signs of optimism, with KB Home's stock fluctuating after reporting quarterly profits above analyst expectations, driven by declining mortgage rates [6]

Domestic Policy Focus - The industry stabilization plans for steel, construction materials, and light industry have been issued, emphasizing capacity regulation compared to previous versions [3][6][8] - The steel industry plan aims for an average annual growth of around 4% in value added, with a focus on supply-side structural adjustments and strict capacity control measures [9][10] - The construction materials plan prohibits the addition of new cement and flat glass capacity, requiring capacity replacement plans for new and renovated projects [10][11] Biopharmaceutical Sector - The National Drug Procurement Office released the national centralized drug procurement document (GY-YD2025-1), focusing on optimizing procurement rules and reducing drug costs for the public [18] - Changes in the procurement process include stricter qualification standards for bidding companies and modifications to the selection rules to respect clinical choices [18] Overseas Policy Developments - The U.S. Congress delegation visited China, with discussions focusing on Taiwan and military issues [3][6] - The U.S. and U.K. signed a significant technology cooperation agreement during President Trump's visit, addressing core issues such as the Israel-Palestine conflict and the Russia-Ukraine situation [3][6] Weekly Industry Policy Review - Key areas of focus include the rectification of internal competition, new production capabilities, infrastructure, new energy vehicles, media, and biopharmaceuticals [3][6] Other Policies - The third round of inspections by various financial regulatory bodies has been reported, indicating ongoing efforts to improve regulatory compliance and governance [3][6]

据介绍，海淀去年编制完成全市首个区级量子科技产业行动方案，市区联合成立量子领域专项基金，同 步落地全国首家量子孵化器和全市首家量子产业园。海淀区正大力推进量子科技产业生态培育，通过量 子产业大会、国际化量子学术产业交流等活动，加快实现量子科技产业集聚发展，打响"海淀量子"区域 品牌。 中关村科学城管委会产业五处处长孟庆文表示，全球量子科技正加速从实验室迈向产业化，亟需科技创 新与资本赋能的深度协同。长期以来，中关村科学城致力于布局量子领域创新平台与实验室，构建全方 位支撑体系，助力科研及创业群体跨越成果转化鸿沟。未来，科学城将继续做好"创新合伙人"角色，协 同各方推动量子科技实现从"量的积累"向"质的飞跃"、从"技术突破"向"产业生态"的跨越。 峰会还设置了两场圆桌对话，首场对谈嘉宾结合自身领域经验，以"量子投资时代：战略布局与长期价 值研判"为主题进行研讨。第二场对谈以"量子科技细分赛道剖析：投资机会洞察与策略实践"为主题对 谈。 作为北京国际科技创新中心核心区，海淀区依托清华大学、北京大学、中国科学院物理所、北京量子院 等高校院所，形成顶级量子科研资源与全国实力最强量子科技基础研究体系。区内集聚量子企业3 ...

中国青年报客户端讯（中青报·中青网记者 王烨捷）9月21日，以"AI量子：量子智能"为主题的浦江创新 论坛专题论坛在上海张江科学城举行。来自中国、美国、荷兰、卢森堡、新加坡等国的量子科技领域专 家，以学术报告、圆桌讨论等多层次互动方式，探讨人工智能与原子量子计算、量子信息科学、量子线 路优化、量子算法应用的交叉融合，研判量子人工智能领域当下亟需解决的关键科学问题和近期发展机 遇。论坛由中华人民共和国科学技术部、上海市人民政府主办，上海市科学技术委员会、复旦大学承 办。 量子人工智能作为引领未来科技革命的重要前沿方向，正成为量子科技与人工智能深度交叉融合的战略 高地，量子智能融合了量子计算与人工智能两大前沿技术，通过量子物理特性突破经典计算瓶颈，为人 工智能发展提供全新范式。一方面，人工智能正在为量子研究提供强大助力，赋能量子科学发展的同 时，还能显著提升量子设备性能。另一方面，量子计算已逐步进入中等含噪规模（NISQ）时代，可为 人工智能发展提供前所未有的算力支持。 近年来，人工智能发展迅速，但也日益面临经典算力的制约，传统计算性能增长趋缓。在这一背景下， 量子计算凭借其量子叠加与纠缠所带来的指数级并行处理能 ...

Group 1 - The report indicates that the short-term adjustment of the index is necessary, while the medium-term upward trend remains unchanged [3][13] - High-end manufacturing continues to show relative advantages, with sectors such as coal (3.5%), electric equipment (3.1%), and electronics (3.0%) leading the gains [4][14] - The report emphasizes the importance of focusing on high-end manufacturing and low-position cyclical dividends, with specific attention to sectors like steel, chemicals, electricity, and agriculture [4][6][16] Group 2 - High-end manufacturing is expected to maintain a volatile upward trend, with significant movements in the semiconductor and advanced process sectors, as evidenced by an 8.96% increase in the photolithography index and a 6.36% increase in the semiconductor equipment index [5][15] - The report highlights the potential for low-position cyclical stocks with dividend appeal, particularly in the chemical sector, where supply-side improvements are anticipated, leading to enhanced profitability and cash flow for dividends [6][16] - The electricity sector is noted for its increasing dividend attractiveness, driven by improved profitability stability, enhanced free cash flow, and rising dividend intentions [17]

国网上海电科院电网技术中心主任潘爱强介绍，上海电网已经达到了相当高的稳定性和可靠性，但随着 新能源的增多和新型电力系统发展，电网也面临着一系列问题，供需平衡难度高、稳定运行压力大，量 子科技正是应对这些挑战的前沿技术，它能让电网从"稳定"走向"更智能、更安全、更高效"。据透露， 上海电力已在研究量子计算优化的可能性，目前正在加速探索量子技术在能源领域的应用，将积极融入 上海市量子科技的整体布局，为上海超大型城市电网的更安全、更绿色做出努力。 上海量子人工智能联合体(简称：联合体)由复旦大学、上海期智研究院、上海量子科学研究中心、上海 人工智能实验室等12家科研机构和若干量子领域优势企业组成。据复旦大学物理学系教授李晓鹏介绍， 未来五年，该联合体将重点开展量子人工智能学科交叉研究，突破基础理论、关键核心技术与重点应 用，培育高水平量子人工智能交叉人才团队。 上海量子科技装备产业创新联盟(简称：联盟)由上海科学院牵头，集聚长三角地区量子科技领域的重点 企业及部分科研机构，肩负"产业集聚、攻关协同、标准制定、生态打造"四大核心使命。上海科学院院 长孙真荣教授介绍，联盟旨在加强量子装备产业全链条协同，以关键元器件研发 ...

Group 1 - The World Intellectual Property Organization's 2025 Global Innovation Index (GII) report shows China has risen to 10th place globally, up from 35th in 2013, marking a significant leap in innovation capability [1] - China's R&D expenditure has increased from 1.42 trillion yuan in 2015 to 3.61 trillion yuan in 2024, reflecting a commitment to an innovation-driven strategy [2] - China has become the world's largest exporter of high-tech products, leading in sectors such as 5G communication and new energy vehicles, with the latter's production and sales ranking first globally for ten consecutive years [3] Group 2 - The unique "systemic innovation" model in China, supported by government policies and the rise of private tech companies, has fostered a robust innovation ecosystem [4] - China has 24 of the world's top 100 innovation clusters, with the Shenzhen-Hong Kong-Guangzhou cluster ranking first globally, indicating a thriving environment for patent applications and tech innovation [4] - The report emphasizes the need for China to enhance basic research, improve the innovation ecosystem, and deepen international tech cooperation to maintain its innovation trajectory [4]