中信证券：量子通信、测量商业化加速。国内前沿科研验证领先，应用场景驱动场景落地。以"祖冲之 三号"为代表的科研成果保持世界领先，同时国盾量子等企业在产业化应用、核心硬件取得关键进展。 全球量子竞赛加速，"十五五"政策支持有望加大。建议关注量子信息领域相关投资机会。 消息面上 商务部部长王文涛会见空客公司首席执行官傅里空客：愿继续深耕中国市场 新华财经北京10月22日电 沪深两市三大股指10月22日早间普遍低开，各股指盘初短暂反弹后出现较大 幅度下探，9时47分后开始持续反弹，完成缺口回补后再度震荡走低，至午间收盘时均下跌。 盘面上，人造肉和可燃冰板块在盘初领涨，工程机械和风电板块盘中显著拉升，家居用品、维生素、 NMN概念等板块亦有显著上涨。贵金属、船舶、有色等板块出现较大幅度调整。 至午间收盘时，上证指数报3899.05点，跌幅0.44%，成交额约4793亿元；深证成指报12971.98点，跌幅 0.81%，成交额约6187亿元；创业板指报3056.23点，跌幅0.89%，成交额约2807亿元；科创综指报 1604.25点，跌幅0.86%，成交额约1031亿元；北证50指数报1475.71点，涨幅1.19% ...

Group 1: Haier Biomedical - The overseas revenue distribution is as follows: Europe 40%, Africa 30%, Asia 20%, and America 10% [1] - The low-temperature storage market share is less than 10%, while smart medication and laboratory solutions show strong growth [1] - The company aims for a revenue growth target of 15%-30% through continuous implementation of co-creation strategies [1] - Domestic large project funnel growth is at 38%, with medical projects growing nearly 200% and pharmaceutical growth at 118% [1] - The company focuses on mergers and acquisitions to enhance value, targeting a double-digit capital return rate for subsidiaries in 2024 [1] Group 2: Tuojing Life - The company’s subsidiary, Hebei Tuojing, focuses on invasive fungal disease detection and has completed restructuring and integration [2] - The industry is significantly impacted by centralized procurement policies, with expectations for growth in self-immune testing, HPV screening, and thrombosis detection [2] - The company has made an asset impairment provision of approximately 13.44 million yuan, mainly due to bad debt losses and inventory adjustments [2] - The company seeks projects with clear clinical application value and technological innovation in the in vitro diagnostics field [2] Group 3: GuoDun Quantum - Quantum communication is transitioning from point applications to information security infrastructure construction, with operators investing in network construction [3] - China leads globally in quantum satellite communication, having launched multiple quantum satellites [3] - The company emphasizes independent research and development while collaborating with research institutions to incubate commercially viable products [3] - Quantum computing hardware sales cycles range from six months to a year, with service revenue being a smaller proportion [3] - The company is focused on building a complete ecosystem through cooperation, highlighting the importance of both hardware and software [3]