QuantumCTek(SH:688027)2024-08-01 10:11Group 1: Investor Relations Activities - The investor relations activity was held on July 31, 2024, focusing on performance explanation [2] - The meeting included representatives from Guotai Junan Securities, Chengquan Capital, and Fengrui Asset [2] - The company discussed its long-term positioning in quantum technology and recent developments [3] Group 2: Business Development and Partnerships - The company has received approval from the State-owned Assets Supervision and Administration Commission (SASAC) for its capital increase plan [3] - Collaboration with China Telecom includes joint projects in metropolitan area network construction and quantum communication services [3] - The establishment of a joint venture, China Telecom Quantum Technology, aims to develop quantum metropolitan networks [3] Group 3: Financial Performance and Market Trends - The company reported that its mid-year performance exceeded expectations, with a focus on market-driven investments [4] - Revenue growth is supported by increasing public awareness of information security and the involvement of state-owned enterprises in quantum technology [4] - The revenue structure is diversifying, with contributions from various sectors including energy and telecommunications [4] Group 4: Future Projects and Technological Advancements - The company is actively involved in the construction of quantum secure communication networks and is a supplier of related equipment [4] - There is potential for expanding quantum encryption services into electronic identity verification and government applications [5] - The company is exploring cloud computing models to provide quantum computing resources and services [6] Group 5: Quantum Computing Development - Quantum computing is still in the early research phase, with government and academic institutions as primary clients [5] - The company has made progress in addressing supply chain issues related to quantum computing components [6] - Future advancements in quantum computing are anticipated, with a focus on specialized applications in various fields [7] Group 6: Market Outlook and Strategic Vision - The company is cautiously optimistic about the development of quantum computing, projecting potential advancements by 2030 [7] - The global landscape for quantum computing is evolving, with significant interest from international institutions [7] - The company aims to leverage its technological capabilities to enhance its market position in quantum technology [7]