Guotai Haitong: Quantum computing is in its early stages of breakthrough. Quantum error correction is crucial.
According to the summary of reports from IBM and the China Institute of Information and Communications Technology, quantum computing is currently still in the early stage of technological breakthroughs, and significant progress is expected to be made in the next 5 to 10 years.
Guotai Haitong released a research report stating that currently, the superiority verification of quantum computing has been completed. Various technology routes such as superconducting, ion traps, neutral atoms, photonic quantum, and silicon semiconductors are showing a trend of diversified and open development. This trend is expected to continue in the short term, with continuous breakthroughs in basic research and engineering R&D, exploration of application scenarios in multiple industries, and gradual construction of the industrial ecosystem. According to reports from IBM and China Information and Communications Research Institute, quantum computing is still in the early stages of technological breakthroughs, and substantial progress is expected in the next 5 to 10 years. The United States and China are leading in the field of quantum computing globally, and significant breakthroughs in various technology routes in quantum error correction will directly impact the progress of quantum computing.
Guotai Haitong's main points are as follows:
Quantum computing is in the early breakthrough stage, and quantum error correction is key.
China is in an absolute leading position in the field of Quantum Key Distribution (QKD) quantum security.
The quantum measurement industry has entered a diversified development period.
Recommended stock: Quantumctek Co., Ltd. (688027.SH), as the only listed quantum technology company in China, covering quantum computing, quantum security, and quantum measurement, is the core technology incubation platform of the University of Science and Technology of China's quantum research team.
Risk warning: Evolution of quantum computing technology is slower than expected; risks in quantum computing technology routes; commercialization process of quantum security may be slower than expected; quantum measurement technology and commercialization may progress slower than expected.
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