编者按 量子之光刺破边界，未来产业浪潮奔涌。"十五五"规划指明了未来产业方向，推动量子科技、生物制 造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信（6G）等成为新的经济增长点。我国未 来产业已从战略布局迈入产业化攻坚的关键阶段。 中国证券报推出"壮大产业新动能-区域探索与实践"系列报道，以量子科技为开篇。从合肥"量子大 道"的集聚生态到深圳具身智能的全链布局，从武汉生物城的集群崛起至上海临港（600848）创新药的 全球竞速，报道以"政策-区域-企业"三维透视，定格科研突破向产业动能转化的鲜活瞬间，解读技术迭 代与场景融合的创新密码。旨在以深度洞察与鲜活案例，勾勒中国未来产业的成长脉络，见证新质生产 力如何为高质量发展注入澎湃持久的时代动能。 ● 本报记者 杨洁 全球角力场 在科技竞争日趋白热化的今天，量子科技已不再是单纯的学术探索，而是上升为国家战略的核心组成部 分，成为大国博弈的"漩涡浪尖"。全球主要国家纷纷出台专项政策、加码资金投入，力图在这场未来产 业竞争中抢占先机。 美国将量子技术视为维护国家安全与科技霸权的关键支柱。其2024年底通过《国家量子倡议重新授权法 案》，将2025-2029财年 ...

编者按 美国将量子技术视为维护国家安全与科技霸权的关键支柱。其2024年底通过《国家量子倡议重新授权法 案》，将2025-2029财年的量子研发拨款从18亿美元大幅提升至27亿美元，重点从基础研究转向实际应 用开发。在《2025年美国国家安全战略》中，量子技术与人工智能、生物技术并列，被定义为"决定未 来全球竞争格局的关键领域"。 量子之光刺破边界，未来产业浪潮奔涌。"十五五"规划指明了未来产业方向，推动量子科技、生物制 造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信（6G）等成为新的经济增长点。我国未 来产业已从战略布局迈入产业化攻坚的关键阶段。 中国证券报推出"壮大产业新动能-区域探索与实践"系列报道，以量子科技为开篇。从合肥"量子大 道"的集聚生态到深圳具身智能的全链布局，从武汉生物城的集群崛起至上海临港创新药的全球竞速， 报道以"政策-区域-企业"三维透视，定格科研突破向产业动能转化的鲜活瞬间，解读技术迭代与场景融 合的创新密码。旨在以深度洞察与鲜活案例，勾勒中国未来产业的成长脉络，见证新质生产力如何为高 质量发展注入澎湃持久的时代动能。 当量子力学遇上新一轮科技革命的浪潮，量子科技来到产业化 ...

Core Viewpoint - The article emphasizes the strategic importance of future industries in China's economy, highlighting the rapid development and application of technologies such as hydrogen energy, quantum technology, and embodied intelligence, which are expected to drive economic growth and innovation [4][5][7]. Group 1: Future Industries Overview - Future industries are a crucial part of China's "three new" economy, contributing over 18% to GDP last year [4]. - The "14th Five-Year Plan" identifies six key future industries, including quantum technology and biological manufacturing, which are at a critical stage of moving from laboratory to commercialization [5][6][10]. Group 2: Technological Advancements - China has achieved significant progress in hydrogen energy, with production capacity exceeding 50 million tons per year and over 600 renewable energy hydrogen production projects planned [8]. - In nuclear fusion, the EAST facility has set world records for plasma operation times, achieving 1 billion degrees Celsius for 1066 seconds [9][10]. - The development of the BEST facility aims for commercial nuclear fusion power generation by 2030, with a goal to light the first lamp by then [10]. Group 3: Market Potential and Applications - The market for brain-computer interfaces is expected to exceed 5.5 billion yuan, while the embodied intelligence market could surpass 400 billion yuan by 2030 [14]. - The application of embodied intelligence in various sectors, such as manufacturing and service industries, is being explored, with robots like NAVIAI demonstrating capabilities in tasks ranging from sewing to household chores [13][14]. Group 4: Policy and Support - The Chinese government is promoting the integration of technology and industry through policies aimed at fostering new application scenarios and supporting innovation [12][14]. - The focus on creating a supportive ecosystem for future industries includes investment in R&D and the establishment of platforms for biological manufacturing and brain-computer interfaces [14].

Core Insights - The quantum technology sector in A-shares has seen significant gains, with multiple companies reaching their daily price limits, indicating strong market interest and investment potential [2] - The inauguration of China's first large-scale dedicated optical quantum computer manufacturing facility marks a pivotal shift from laboratory research to industrial production, with an expected annual output of several dozen optical quantum computers [2][3] - The facility, covering approximately 5,000 square meters, integrates research, manufacturing, and testing, aiming to achieve standardized and scalable production of optical quantum computers [2][3] Company Developments - Bosi Quantum, the company behind the new manufacturing facility, has established a comprehensive engineering system for optical quantum computing, focusing on key technologies such as coherent light sources and low-loss optical paths [3][5] - The manufacturing plant consists of three main components: module development, complete machine production, and quality control/testing systems, ensuring high standards in production and performance [5] - Bosi Quantum recently completed a significant A++ financing round, raising several hundred million yuan, which will be used to further develop specialized and general optical quantum computers, as well as to enhance quantum computing chip technology [5] Industry Context - China is recognized as one of the few countries achieving "quantum supremacy," with advancements in both superconducting and optical quantum computing technologies [6] - The recent launch of the "Tianyan-287" superconducting quantum computer, which operates at a speed 450 million times faster than the fastest supercomputers, highlights China's progress in practical quantum computing applications [6] - The upcoming launch of the "Benyuan Wukong," a third-generation superconducting quantum computer, signifies the establishment of a nearly complete domestic supply chain for quantum computing technology in China [6]

Group 1 - Harmony OS made its debut on computers, marking a significant breakthrough for domestic operating systems in the personal computer sector, enhancing Huawei's ecosystem [1] - Alibaba's Qwen3 model achieved multiple new highs in performance during global large model benchmark tests, showcasing advancements in AI technology [1] Group 2 - The launch of the Loongson 3C6000/D dual-server with 100% domestic component rate meets the computing needs of data centers and cloud computing [2] - Dameng Data's new generation distributed database has been put into use, achieving revenue and profit growth in Q1, emphasizing the importance of core technology development [2] Group 3 - SUTENG's laser radar technology has been pivotal in the smart driving industry, with multiple partnerships established this year [3] - China's new energy vehicle exports reached 642,000 units in the first four months, a year-on-year increase of 52.6%, highlighting the sector's growth [3] Group 4 - The introduction of advanced knitting technology by Xintai is expected to enhance customer loyalty and open new design possibilities [4] - Yushi Technology reported a 45% year-on-year increase in autonomous driving mileage, expanding its international projects [4] Group 5 - The introduction of a 1000-qubit coherent optical quantum computer at the Beijing Science and Technology Expo signifies a leap towards commercial viability in quantum computing [6] - The development of high-altitude wind energy systems and PHA production lines indicates significant advancements in renewable energy technologies [7] Group 6 - Blue Arrow Aerospace is rapidly producing new liquid oxygen-methane rocket engines, filling domestic technological gaps in this field [8] - The use of AI algorithms in drones has improved traffic flow and fire detection accuracy, serving over 100 cities globally [8] Group 7 - The establishment of major scientific research facilities in Shenzhen allows private enterprises to access cutting-edge research tools, enhancing innovation capabilities [9] - Financial support for private enterprises has increased, with improved access to funding and tailored financial products [14] Group 8 - The implementation of the Private Economy Promotion Law provides legal and policy support for private enterprises, encouraging innovation as a key development strategy [15]

Group 1: Quantum Computing and Security - The first domestic quantum computer with over 1000 qubits was showcased, significantly accelerating drug screening processes in biopharmaceuticals by achieving results in milliseconds instead of days or months [1] - Quantum key distribution technology was presented as a solution to the potential security risks posed by quantum computing, ensuring data transmission remains secure even against quantum attacks [3] Group 2: Innovation and Technology Platforms - The establishment of the Beihang University Shanhuwan Valley Innovation Zone aims to foster collaboration between government, universities, and enterprises, enhancing the development of technology startups [5][6] - The innovation zone has attracted over 120 technology companies and has seen significant revenue generation, with nearly 60 million yuan in sales from startups since September [8] Group 3: Industry Growth and Applications - The electric vehicle sector in China is facing challenges related to battery recycling, with new non-destructive testing technologies being developed to address safety and efficiency issues in battery health assessments [5] - Companies like Huakun Zhenyu and Yuno Technology are successfully implementing their products across various industries, indicating a robust growth trajectory in technology innovation and application [11] Group 4: AI and Digital Transformation - The integration of multiple AI models into a single search platform allows users to conduct searches using various methods, enhancing accessibility and user experience [9] - The focus on creating a "2+4+N" industrial system in Chaoyang District aims to deepen the integration of AI with practical applications, driving high-quality development and innovation [11]