QuantumCTek(SH:688027)2024-09-12 07:42Group 1: Company Overview and Financial Performance - The company, GuoDun Quantum Technology Co., Ltd., reported that quantum communication accounted for 50% of its revenue in the first half of the year [2] - The company has secured a project with the Hefei Supercomputing Center, delivering a quantum computing machine [2] - The measurement sector, although small, has shown significant growth [2] Group 2: Quantum Computing Development - Current quantum computers primarily serve research purposes, with only a few achieving "quantum advantage" on specific problems [3] - The transition to practical and commercial quantum computing is still in early stages, with significant advancements needed in qubit manipulation and error correction [3] - Future applications in fields like AI, financial analysis, and weather forecasting depend on improvements in qubit count and fidelity [3] Group 3: Research and Development Investment - The company's R&D investment is closely tied to project planning and will adjust based on industry trends and market feedback [3] - The company has maintained a relatively high level of R&D investment in recent years [3] Group 4: Product Pricing and Market Position - The price of superconducting quantum computing machines sold by the company ranges in the tens of millions, varying by configuration [4] - The company positions itself as a supplier of quantum secure communication devices, without direct involvement in downstream integration or operations [4] - Hefei's quantum metropolitan network has been operational, enhancing the security of government information processing platforms [4] - Other cities, such as Wuhan and Nanjing, are also planning or have initiated the construction of quantum secure communication networks [4]