QuantumCTek(SH:688027)2024-11-18 10:21Group 1: Investor Relations Activity Overview - The investor relations activity was a specific object survey held on November 15, 2024, involving multiple financial institutions [2][3] - Participants included representatives from Haitong Securities, ICBC Credit Suisse, BlackRock, and Minsheng Securities [3] - The event featured a company tour to understand the three main directions of quantum technology development [3] Group 2: Quantum Computing Insights - Quantum computers currently achieve quantum advantage only in specific problems, with a projected 5-10 years needed to surpass classical computing in practical applications [3][5] - Revenue from quantum computing primarily comes from sales of instruments and components, such as dilution refrigerators [3][5] Group 3: Quantum Communication and Security - There is an increasing recognition of quantum computing as a potential threat to information security, necessitating early preparations for quantum security [5] - Quantum key distribution (QKD) technology aligns with national interests and is progressing towards maturity, with ongoing projects like the national quantum secure backbone network [5] Group 4: Applications and Market Development - Quantum encryption can theoretically be applied across various communication sectors, with current applications in infrastructure and sectors like banking and power [5][7] - The commercial model for quantum computing includes three main approaches: selling complete systems, selling components, and providing cloud services, with prices ranging from millions for complete systems to hundreds of thousands for cloud services [7][9] Group 5: Cold Atom Gravity Meter Development - The cold atom gravity meter, developed in collaboration with domestic research teams, has passed initial testing and addresses the growing demand for domestic alternatives in geological data collection [9]