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2025服贸会聚焦“数智领航”:近2000家企业参展 百企首发190+新成果
Yang Shi Wang· 2025-08-27 09:36
央视网消息:9月10日至14日,2025年服贸会将在北京举办。8月27日上午,国务院新闻办公室举行新闻发布会,介绍中国服 务贸易发展和2025年服贸会筹备工作进展情况。商务部副部长盛秋平表示,今年上半年,中国服务进出口总额同比增长8%,规模 创历史同期新高。 盛秋平介绍,今年服贸会将有70余个国家和国际组织设展办会,澳大利亚将首次担任主宾国,并组建参展以来最大规模展 团。 量子计算机等。 中国商务部副部长 盛秋平:各省区市均参展参会,安徽省担任主宾省,将举办一系列特色展示和主题活动。目前已有近2000 家企业拟线下参展,包括近500家世界500强和国际行业龙头企业,覆盖27个服务贸易前三十强国家和地区,服贸会联通内外的功 能将进一步凸显。 总台央视记者 骆魏:目前,服贸会各项筹备工作已基本就绪。值得特别介绍的是,今年服贸会是首次在首钢园一址举办。目 前,首钢园已经完成5.0版的场馆改造提升,相信酷炫的工业特色遇上丰富的展会活动,一定能为各方来客带来新颖独特的参展参 会体验。 2025年服贸会将聚焦"数智领航,服贸焕新"年度主题,举办全球服务贸易峰会、展览展示、论坛会议、洽谈推介、成果发 布、配套活动等6类活动 ...
财联社8月27日早间新闻精选
Xin Lang Cai Jing· 2025-08-27 00:30
转自:智通财经 【智通财经8月27日早间新闻精选】 1、国务院总理李强8月26日主持国务院第十五次专题学习强调,进 一步凝聚共识、拓宽思路,扎实推动服务贸易高质量发展,为建设贸易强国、构建更高水平开放型经济 新体制提供有力支撑。 2、国务院日前印发《关于深入实施"人工智能+"行动的意见》,意见提到,到 2027年新一代智能终端、智能体等应用普及率超70%;强化智能算力统筹;推动智能终端"万物智联", 大力发展智能网联汽车、人工智能手机和电脑、智能机器人、智能家居、智能穿戴等新一代智能终端。 3、外交部发言人郭嘉昆8月26日主持例行记者会。有记者提问,特朗普周一表示,他预计将在今年或不 久之后访问中国。郭嘉昆表示,元首外交对中美关系发挥着不可替代的战略引领作用。中美两国元首保 持着密切的交往和沟通。 4、据苏州市住房和城乡建设局26日消息,即日起,取消苏州市区范围内新建 商品住房取得不动产权登记证书满2年方可转让的限制措施(有特殊限制转让要求的住房除外)。 5、 记者了解到,国金证券确有发布关于调整标的证券融资保证金比例的公告,但目前并无全行业保证金调 整的通知。 6、中基协数据显示,截至2025年7月底,我国 ...
2025年未来网络发展大会:量子互联网与算网协同体系架构白皮书
Sou Hu Cai Jing· 2025-08-25 08:29
该白皮书由紫金山实验室、江苏省未来网络创新研究院等单位联合编写,系统梳理量子互联网的技术基 础、架构设计、关键技术及算网协同方向,为量子互联网从理论走向工程化提供参考,核心内容如下: 一、量子信息技术基础 1、核心概念与原理 量子力学基础:区别于经典力学,微观粒子状态由波函数描述,核心特性包括叠加态(如光子同时处于 水平 / 竖直偏振)、纠缠态(两粒子测量结果非局域关联,如 Bell 态、GHZ 态)、量子操作(量子逻 辑门,如 X 门、Hadamard 门、CNOT 门)及量子测量(投影测量、POVM 测量,需通过测量获取量子 态信息)。 量子态演化:遵循薛定谔方程,通过演化算符实现状态随时间的变化,为量子计算与通信提供理论支 撑。 2、典型量子应用 量子通信:含量子密钥分发(QKD,如 BB84、E91、MDI-QKD、TF-QKD 协议,从物理层面保障安 全)、量子隐形传态(通过纠缠信道传输未知量子态,需经典通信辅助)、量子安全直接通信 (QSDC,无需密钥直接传输信息)。 分为四类,核心是 "分而治之" 解决远距离量子信号衰减问题: 量子计算:利用量子叠加实现并行运算,发展分为四阶段,当前处于 "含噪 ...
我国量子计算取得重要突破,商业航天落地持续加速,看好相关产业投资机会
Great Wall Securities· 2025-08-18 11:10
Investment Rating - The report maintains a "Buy" rating for multiple companies in the communication sector, including Huadian Co., Meige Intelligent, and China Mobile, among others [1]. Core Insights - Significant advancements have been made in quantum computing architecture in China, with a promising market outlook. The AshN quantum instruction set architecture has been developed, which allows for direct programming of arbitrary two-qubit gates, enhancing efficiency and reducing error accumulation [2][21]. - The commercial aerospace sector is witnessing accelerated developments, particularly with the successful launch of low-orbit satellites, indicating strong investment opportunities in this area [3][36]. Summary by Sections Quantum Computing - The IDC predicts that the quantum computing market will reach $1.1 billion in sales in 2022, growing at a compound annual growth rate (CAGR) of 48.1%, reaching $7.6 billion by 2027. Investment in the quantum computing market is expected to grow at an 11.5% CAGR, nearing $16.4 billion by the end of 2027 [3][35]. - The AshN architecture developed by Tsinghua University and Beijing Quantum Information Science Research Institute significantly improves the performance of superconducting quantum chips by reducing the number of gate operations required [2][22]. Commercial Aerospace - The successful launch of the low-orbit satellite group by the China Academy of Space Technology marks a significant milestone in the development of satellite internet, with plans for extensive satellite constellations [3][36]. - The report highlights the ongoing acceleration of satellite internet deployment, with multiple launches scheduled for 2025-2026, indicating a robust growth trajectory for the commercial aerospace sector [6][55]. Market Performance - The communication sector index rose by 7.66% during the week of August 11-15, 2025, outperforming the CSI 300 index, which increased by 2.37% [11]. - The report recommends several companies for investment, including China Mobile, China Telecom, and various technology firms involved in satellite internet and quantum computing [20].
一天两发,商业航天高景气延续,卫星互联网建设与发射节奏全面提速;智元机器人OmniHand2025系列灵巧手上线销售——《投资早参》
Mei Ri Jing Ji Xin Wen· 2025-08-17 23:21
Monetary Policy - The People's Bank of China released the monetary policy implementation report for Q2 2025, emphasizing the need for a moderately loose monetary policy to match economic growth and price level expectations [1] - The report highlights the importance of maintaining ample liquidity and using structural monetary policy tools to support technology innovation, consumption, small and micro enterprises, and stabilize foreign trade [1] - The policy aims to avoid systemic financial risks while adjusting based on market supply and demand and a managed floating exchange rate system [1] Aerospace Industry - China's aerospace sector has seen a surge in activity, with multiple successful satellite launches in August 2025, indicating accelerated development in satellite internet construction [2] - The commercial space launch market in China is projected to grow from 9.2 billion yuan in 2020 to 310 billion yuan by 2024, with a compound annual growth rate exceeding 100%, five times the global average [3] - Key players in the satellite internet sector include Shanghai Hanxun, Tianyin Electromechanical, and Huali Chuantong [3] Quantum Computing - Significant advancements in quantum computing have been made by research teams from Tsinghua University and Peking University, achieving a programmable instruction set architecture for quantum gates [4] - The quantum computing industry is expected to transition from experimental to commercial applications, with a potential market size reaching hundreds of billions of dollars by 2030 [4] - Notable companies in the quantum computing space include Keda Guochuang, Sanwei Xinan, and Guodun Quantum [4] Gene Editing - A groundbreaking gene editing clinical trial successfully restored insulin production in a patient with type 1 diabetes using genetically modified islet cells, marking a significant advancement in gene therapy [5] - The CRISPR gene editing technology is rapidly evolving, expanding its applicability to over 6,000 diseases, and is expected to reshape the diabetes treatment market [6] - Companies involved in gene therapy include Berry Genomics, Novogene, and Guanhao Biology [6] Stock Market Movements - Medike announced plans for a share reduction by a major shareholder, potentially affecting 12.2 million shares, or 3% of total shares [7] - Nanwei Medical's major shareholder intends to reduce holdings by up to 3,756,948 shares, representing 2% of total shares, due to funding needs [7] - Guotai Environmental received a notice regarding the investigation of its chairman, but the company asserts that its operations remain unaffected [7]
禾信仪器20250805
2025-08-05 15:42
Summary of Key Points from the Conference Call Company and Industry Overview - The conference call discusses HeXin Instruments and its acquisition of Liangxi Technology, aimed at enhancing its R&D capabilities and leveraging Liangxi's advantages in quantum computing [2][4][5] - The Chinese scientific instrument industry is undergoing a transformation, benefiting from policy support and domestic substitution demand, with a focus on high-end equipment localization and mergers and acquisitions as key strategies [2][6][7] Core Insights and Arguments - Liangxi Technology reported a profit of approximately 30 million yuan in the first half of 2025, with an expected annual profit exceeding 50 million yuan, indicating a positive outlook for HeXin Instruments post-acquisition [2][3][5] - HeXin Instruments has faced cumulative losses exceeding 200 million yuan over the past three years, which is nearly equivalent to its annual sales, but the acquisition is expected to help turn around its financial performance by 2025 [3][5] - The acquisition of Liangxi Technology is strategic due to its consistent profitability and 20 years of industry experience, which provides HeXin with a stable revenue stream and enhances its competitive position [4][5] Market Dynamics and Trends - The quantum computing industry is expected to see enterprise-level bulk purchases of quantum computers around 2030, with specialized quantum computers already in use for specific applications [11] - The Chinese scientific instrument industry is experiencing a bull market, particularly following China Telecom's acquisition of GuoDun Quantum, which has increased industry attention and support [10] - The liquid cooling segment has made significant progress in reducing power consumption, with domestic companies successfully entering overseas supply chains [12][19] Additional Important Insights - The customer base for Liangxi's products is diverse, primarily serving the domestic market while also exporting some products, which provides stability for the company [8] - The technological landscape includes advancements in liquid cooling and fiber optics, with Chinese companies making significant strides in the fiber optics market, particularly in data centers [15][16] - The overall outlook for the Chinese scientific instrument industry is optimistic, with expectations of policy support and increased investment opportunities as companies focus on innovation and market expansion [6][7]
从新兴产业成用电主力军看电力供需新逻辑
Zheng Quan Ri Bao· 2025-08-03 16:11
Core Insights - The rapid increase in electricity load across China indicates strong support from new economic drivers, particularly in the equipment manufacturing and consumer goods sectors, reflecting the optimization of the economic structure and the advancement of new productive forces [1] Group 1: Electricity Demand Growth - Emerging industries are the main contributors to the growth in electricity demand, with significant increases in electricity consumption from sectors such as artificial intelligence and new energy [1] - In June, electricity consumption in the internet data services sector grew by 44.6%, while software and information technology services saw a 17.4% increase, and electric vehicle manufacturing experienced a 13.0% rise [1] Group 2: Restructuring of Electricity Consumption - The rise of emerging industries is not only increasing electricity demand but also fundamentally restructuring electricity consumption patterns, moving away from traditional heavy industries [3] - Regions like Inner Mongolia and Guangdong are experiencing significant changes in electricity consumption due to the expansion of new energy and digital economy sectors, with Guangdong's data centers consuming 35.20 billion kWh, a 44.43% increase year-on-year [3] Group 3: Changes in Power Supply and Demand Logic - Emerging industries are becoming key variables in electricity consumption, significantly altering the underlying logic of power supply and demand [4] - The International Energy Agency predicts that electricity consumption from data centers in China will rise from 3% to around 6% between 2025 and 2027, driven by the growth of new industries [4] - The demand from emerging industries is accelerating the transition to cleaner energy sources and advancing smart grid technologies, enhancing energy efficiency and stability in the power system [4]
日本将开发最先进的超导量子计算机
日经中文网· 2025-08-01 02:51
Core Viewpoint - Fujitsu is collaborating with RIKEN to develop a new quantum computer that aims to achieve the world's highest computational power, with approximately 250 logical qubits, surpassing IBM's model by 25% expected to be completed by 2029 [1][2]. Group 1: Development and Technology - Fujitsu's new quantum computer will utilize superconducting technology, which involves cooling devices to extremely low temperatures to eliminate resistance [1][2]. - The company is transitioning from relying on overseas suppliers for key components like cryogenic machines to using domestic Japanese manufacturers, with IHI and Taiyo Nippon Sanso as potential partners [1][2]. - Fujitsu is optimizing the wiring of micro-components and control devices to enhance performance while maintaining compactness within a single cryogenic machine [2]. Group 2: Performance and Efficiency - The quantum computer developed using the STAR architecture in collaboration with Osaka University is expected to complete a task that currently takes five years on a supercomputer in about 10 hours [2]. - Fujitsu is focusing on both hardware and software advancements to surpass the computational speed of competing products, while also addressing energy efficiency and manufacturing cost reduction [2]. Group 3: Market and Applications - Quantum computers are anticipated to drive significant technological transformations across various industries, including drug development, new material research, finance, and electric vehicles (EVs) [3]. - The global quantum computing market is expected to expand alongside related industries as practical applications progress [3]. - The Japanese government is supporting the development of domestic quantum computers, with Fujitsu set to receive approximately 10 billion yen in subsidies from the New Energy and Industrial Technology Development Organization (NEDO) [3].
量子隧穿过程新观测颠覆传统认知
Ke Ji Ri Bao· 2025-07-31 01:25
Core Insights - The research presents a significant breakthrough in understanding quantum tunneling, specifically the newly observed phenomenon of "in-barrier collisions" of electrons, challenging traditional views that electrons only interact with atomic nuclei after tunneling [1][2] - This discovery has implications for the development of technologies reliant on quantum tunneling, such as semiconductors and quantum computers, providing new theoretical support for advancements in these fields [1][2] Group 1: Quantum Tunneling Phenomenon - The research team utilized strong laser pulses to induce quantum tunneling in electrons, leading to the unexpected finding that electrons collide with atomic nuclei within the barrier [2] - The phenomenon of "in-barrier collisions" indicates that electron interactions can occur inside the barrier, contrary to previous theories [2] - The study reveals that electrons gain energy during the tunneling process, resulting in a significantly enhanced "Freeman resonance" effect, which is independent of laser intensity variations [2] Group 2: Implications for Semiconductor Technology - This research challenges traditional theories and opens a new dimension for exploring particle behavior, potentially stimulating further research in the micro-world [3] - The findings are expected to greatly advance semiconductor technology, as precise control over electron behavior is crucial for device design [3] - The newly discovered "in-barrier collisions" and associated energy exchange mechanisms may provide new pathways for optimizing device performance and efficiency, particularly in the development of high-performance transistors and sensors [3]
“量子霸权时代”逼近 科技巨头与投资机构加码押注
Zhi Tong Cai Jing· 2025-07-25 07:59
Core Viewpoint - The quantum computing industry is on the brink of a significant breakthrough, with the "quantum supremacy era" expected to arrive in the coming years, promising revolutionary applications across various scientific fields [1][6]. Group 1: Quantum Supremacy - Quantum supremacy refers to the milestone where quantum processors can perform specific tasks that classical supercomputers cannot achieve in a reasonable timeframe, marking a historic moment in computing [1][2]. - The concept was first introduced by physicist John Preskill in 2012, emphasizing the ability of quantum machines to outperform classical machines [1][2]. Group 2: Key Players in Quantum Computing - IonQ, along with other U.S. leaders like Rigetti Computing, D-Wave Quantum, and Quantum Computing, is developing advanced quantum computers and networks, each focusing on different technological approaches [3][6]. - IonQ specializes in ion trap quantum computing, while Rigetti focuses on superconducting chip scalability and quantum hybrid cloud, D-Wave on quantum annealing, and Quantum Computing on room-temperature photonics [3]. Group 3: Industry Investment and Growth - Major tech companies such as Google, Microsoft, Amazon, and IBM are investing hundreds of millions into quantum computing, indicating a growing interest from Wall Street investors [4][5]. - Nvidia's CEO Jensen Huang expressed optimism about the rapid advancement of quantum computing, predicting a tenfold increase in logical qubits every five years [4][5]. Group 4: Potential Applications - Quantum computing is expected to bring significant breakthroughs in fields like medicine and pharmaceuticals, with IonQ collaborating with Nvidia, Amazon AWS, and AstraZeneca on drug discovery projects [6]. - The technology aims to solve complex problems that classical computers struggle with, paving the way for practical applications in various industries [4][6]. Group 5: Market Outlook - Cantor Fitzgerald recently initiated coverage on leading quantum computing companies, rating IonQ, Rigetti, and D-Wave with "buy" ratings, highlighting the immense economic potential of quantum computing [7]. - The rapid development in quantum technologies, including ion trap and quantum annealing advancements, suggests a paradigm shift towards practical quantum applications [7][8].