国盾量子(688027) - 投资者关系活动记录表-2024年8月30日
QuantumCTekQuantumCTek(SH:688027)2024-09-03 09:54

Group 1: National Policies and Strategic Directions - The national "14th Five-Year Plan" outlines future development directions for quantum technology, including the construction of metropolitan area networks and backbone networks for quantum communication, as well as the development of quantum computing prototypes and breakthroughs in quantum measurement technology [2][3] - Quantum technology has been a part of national strategy, with significant emphasis on its development [2] Group 2: Company Initiatives and Collaborations - The company is focusing on further developing quantum computing prototypes and exploring various application scenarios in quantum measurement [3][4] - Collaborations with major state-owned enterprises like China Telecom and State Grid are ongoing, with China Telecom announcing a cooperation plan with the company in March [3][4] Group 3: Market Position and Competitive Landscape - China has a strong advantage in quantum secure communication, having established infrastructure early and driving progress through research and engineering [5] - Currently, only four quantum computers globally have demonstrated quantum computing superiority, with two of them being from China [5] Group 4: Regulatory Environment and Standards - There are guiding policies in the quantum field, but no mandatory regulations have been established yet; the U.S. has set a standard for post-quantum cryptography (PQC) to be fully adopted by 2030 [4] - China is still in the early stages of post-quantum cryptography development, with several proposed algorithms eliminated in the second round of global selection [4]