为"普适量子论"的天平再压下有力量的一格。 当小球以单个粒子形态存在时，这一看似不可能的现象成为可能，它就是"量子隧穿"， 是一种量子力 学现象。 量子力学通常用来解释微观世界现象，如单个粒子、原子或电子的行为。当系统变得越来越大，粒子越 来越多时，量子效应就会被各种相互作用破坏掉，变得几乎看不见。 例如，一个由众多分子组成的小球不会表现出量子力学效应，球每次都会撞到墙上反弹，这就是人们熟 悉的宏观世界。 想象一下，有一颗小球，放在被墙分隔为左右两侧的房间里。按常理，它们只能在自己这一侧滚动，除 非有人在墙中开一个洞。但小球忽然无声无息地出现在墙的另一边：没有门、没有钥匙，墙也完好无 损，小球却完成了过墙。 让量子现象肉眼可见 今年获得诺贝尔物理学奖的三位物理学家约翰·克拉克（John Clarke）、米歇尔·德沃雷（Michel H. Devoret）和约翰·马丁尼斯（John M. Martinis）就在实验中证明，量子隧穿并不只属于微观世界，也可 以出现在由无数粒子组成的宏观尺度系统中。即特定条件下，原本只在微观世界中存在的量子现象，在 宏观尺度上展现了出来。 （约翰·克拉克、米歇尔·德沃雷和约翰·马丁 ...

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。 ...

"吃中国的饭，还要砸中国的锅？"——这句话或许正好点出了当前的尴尬局面。 据路透社报道，G7成员国和欧盟正在酝酿一系列针对中国稀土产业的限制 措施。他们计划设定稀土价格下限、对部分中国稀土产品加征关税，甚至打着环保旗号征收所谓"碳税"，试图削弱中国的价格优势，同时占据"道德高地"。 知情人士透露，G7内部还在讨论更多办法：比如提高外国资本投资中国关键矿产企业的门槛，避免资金流入中国；再比如设定稀土进口配额，限制从中国 采购的数量，迫使成员国更多依赖本土或"友好国家"的稀土。 西方的担忧与分歧 今年4月，中国对钐、钆、铽等关键稀土元素实施出口管制。中国方面强 调，这是为了保护资源、维护环境，属于国际通行做法。但在西方眼中，这被解读为可能"切断供应链"的信号。于是，在G7的"关键矿产计划"会议上，各国 提出上述对华限制，核心目的就是削弱中国在全球稀土链上的主导地位。 然而，内部意见并不统一。 - 美国最为强硬，积极推动设定价格下限和加征关 税。数据显示，中国收紧管控后，美国进口稀土磁铁的审批率骤降至42%，军工和高科技产业都出现原料紧缺。甚至在阅兵前夕，特朗普还威胁："如果中 国不保证稀土磁铁出口，美国将对所有中 ...

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 ...

Group 1 - The company, Fuzhijun Technology, confirmed on September 15 that it is currently not involved in the research and development of quantum communication [1]

Group 1 - The event "5G + Industrial Internet" in Sichuan Province aims to promote the integration of advanced technologies and industry needs, focusing on high-quality industrial development [1] - Over 200 representatives from telecom companies, electronic information enterprises, research institutions, and government departments participated in the event to discuss new paths for technological integration [1] - The theme of the event is "Embrace Artificial Intelligence, Accelerate Industrial Empowerment," emphasizing the need for precise matching of innovative resources with industrial demands [1] Group 2 - The investment environment in Wenjiang District is highlighted, showcasing the development plans and policies of the Sichuan Communication Industrial Park, which is strategically located near a trillion-level electronic information industry cluster [2] - The park focuses on key areas such as 5G/6G, satellite communication, optical communication, quantum communication, and the Internet of Things, aiming to strengthen the communication industry chain [2] - A supply-demand cooperation list involving over 120 companies with 238 supply items and 61 demand items was released to facilitate precise matching between enterprises in the industry chain [2] Group 3 - Wenjiang District is implementing the "Full Park" initiative to build a modern industrial system and deepen cooperation with major telecom companies like China Mobile [3] - The district aims to attract significant projects in the forefront of the information communication industry chain, fostering a leading communication industrial park in the western region and nationwide [3]

Group 1 - The meeting focused on promoting high-quality development in the new generation information and communication industry, emphasizing the importance of technology transfer and innovation integration [1][2] - Key areas of discussion included the establishment of sub-centers, technology innovation, and collaboration between high-growth companies and research institutions [1] - The local government aims to create a favorable innovation ecosystem by optimizing mechanisms, enhancing the role of entrepreneurs, and attracting more social capital for investment in hard technology [2] Group 2 - The city is committed to becoming a global hub for 6G technology and the new generation information and communication industry, leveraging resources from universities, research platforms, and growing enterprises [2] - The government plans to enhance public service platforms, promote scenario supply, and improve the talent development environment to support innovation [2]

Financial Performance - Company reported total revenue of 121 million yuan for the first half of 2025, a year-on-year increase of 74.54% [1] - The net profit attributable to shareholders was -23.79 million yuan, improving by 32.69% year-on-year [1] - Gross margin stood at 48.41%, down 13.2% year-on-year, while net margin improved to -19.4%, a 62.17% increase year-on-year [1] - Total operating expenses were 50.25 million yuan, accounting for 41.4% of revenue, a decrease of 40.85% year-on-year [1] Balance Sheet Highlights - Cash and cash equivalents increased by 234.61% to 1.698 billion yuan [1] - Accounts receivable rose by 44.78% to 186 million yuan, attributed to increased sales revenue [3] - Inventory saw a significant increase of 44.14% year-on-year [1] Operational Insights - The company experienced a 74.54% increase in operating income, driven by growth in quantum computing, quantum communication, and quantum precision measurement sales [11] - Research and development expenses increased by 33.23%, reflecting a commitment to enhancing technological capabilities [11] Strategic Partnerships - Company has deepened its collaboration with China Telecom since 2014, focusing on quantum information technology [15] - A recent non-public offering aims to allow China Telecom Quantum Group to gain control of the company, with 1.75 billion yuan raised to support core business development [15][16] Market Position and Future Outlook - Analysts expect the company to achieve a net profit of 30 million yuan in 2025, with an average earnings per share of 0.29 yuan [12] - The company is positioned to focus on core technology advancements and engineering applications, while China Telecom will handle user services and marketing [16]

Group 1 - The core achievement of the research is the successful construction of defect-free two-dimensional and three-dimensional atomic arrays with up to 2024 atoms in just 60 milliseconds, setting a world record for neutral atom systems [1] - The research lays a critical technological foundation for large-scale neutral atom quantum computing, highlighting the importance of quantum technology in the context of international technological competition [1] - The quantum technology industry is transitioning from laboratory research to commercialization, with major tech companies like Google and Amazon developing quantum computing roadmaps and achieving preliminary applications in certain fields [1] Group 2 - GuoShun Quantum is a leading company in China's quantum technology sector, holding a 90% market share in quantum communication and maintaining a leading position in quantum computing systems and components [2] - KeDa GuoChuang has invested in quality quantum technology enterprises and engages in software business collaborations within the quantum industry chain [2] Group 3 - The quantum technology market is projected to exceed $800 billion by 2035, with a compound annual growth rate (CAGR) of 59%, indicating significant growth potential in the industry [1]