Guoyuan: Quantum technology is developing rapidly with vast long-term growth potential.

Guoyuan released a research report stating that quantum technology is developing rapidly, and is expected to break through the bottleneck of classical technology in areas such as ensuring information transmission security, increasing computing speed, and improving measurement accuracy. Quantum communication is the first quantum information technology to become practical and industrialized, and from the perspective of the industry chain, the upstream and downstream of quantum communication have been basically formed. Currently, quantum computing technology continues to break through, with a wide range of applications, domestic companies are actively deploying and the long-term growth space is gradually opening up. Guoyuan's main points are as follows: Quantum technology is developing rapidly, expected to break through the bottleneck of classical technology Quantum is a mathematical concept used to describe the energy properties of fundamental particles such as photons, protons, neutrons, electrons, and mesons. Quantum technology includes three applications: quantum communication, quantum computing, and quantum precision measurement. In terms of ensuring information security, increasing computing speed, and improving measurement accuracy, quantum technology can break through the bottleneck of classical technology and become a major source of technological innovation in fields such as information, energy, materials, and life, providing core strategic strength to safeguard national security and support high-quality development of the national economy. Quantum communication is the fastest area in the process of practicalization, with the industrial chain gradually improving. Quantum communication is a communication technology that uses quantum bits as information carriers for information exchange. It can break through the limits of classical information technology in aspects such as ensuring information security. Quantum communication is the first quantum information technology to become practical and industrialized, and from the perspective of the industry chain, the upstream and downstream of quantum communication have been basically formed. Domestic companies such as Guokong Quantum and Wentian Quantum are specialized in quantum communication. Telecom Corporation, State Grid, Toshiba of Japan, SKT of South Korea, Huawei, China Electronics Corporation, and other communication and ICT giants have also established related research and development teams in quantum communication. Quantum computing technology continues to break through, with a wide range of applications Quantum computers use quantum bits (qubits) to compute and store data, with features such as quantum superposition and quantum entanglement, allowing quantum computers to perform large-scale parallel computing in a short period. Google's latest Willow chip has established an unprecedented quantum advantage in the RCS (random circuit sampling) benchmark test, completing calculations that the most advanced supercomputers currently require 10 billion trillion years to complete in just 5 minutes. This is the latest manifestation of the advantages of quantum computers over traditional computers. According to iCVTA&K, the global quantum computing industry will grow from $4.7 billion in 2023 to $811.7 billion in 2035. Domestic companies are actively deploying, and the long-term growth space is gradually opening up. Guoyi Quantum's core technology is advanced measurement technology represented by quantum precision measurement, providing core key devices such as enhanced quantum sensors, scientific instrument equipment for analysis and testing, and core technology solutions empowering industry applications for enterprises, governments, and research institutions worldwide. Biyuan Quantum focuses on the construction of the quantum computing industry ecosystem, creating independently controllable engineered quantum computers. It focuses on the core business of quantum chips, integrated quantum computing measurement and control machines, quantum operating systems, quantum software, quantum computing cloud platforms, and quantum computing popular science education, developing a full-stack quantum computing and actively promoting the landing of the quantum computing industry. Koal Software (603232.SH) focuses on the field of post-quantum cryptography, releasing a full quantum integrated network security and data security solution that integrates advanced quantum cryptography technologies such as quantum random numbers, quantum key distribution, and integrates post-quantum cryptography technologies to support the underlying technology of the solution. Jilin University Zhengyuan Information Technologies (003029.SZ) research and development team focuses on the design, analysis, implementation, and productization of post-quantum cryptography, mastering post-quantum cryptography technologies based on lattices, multivariate, hashes, etc., and has designed multiple original post-quantum algorithms for specific field algorithms. Risk warning: The risk of the industrialization progress of quantum technology being lower than expected; the risk of increased industry competition; the risk of changes in the macroeconomic environment.