Samsung's lithography technology introduces quantum concept stocks of concern.

Quantum technology may be applied in the field of chip manufacturing. According to media reports on July 2nd, Samsung is planning to introduce quantum computing into semiconductor lithography simulation technology to drive breakthroughs in chip integration density and yield. In A-share market, there is a huge difference in the performance of concept stocks related to quantum technology, with communication-related stocks such as Hongtu Optoelectronics, Fuxin Technology, and Zhongtian Technology doubling in stock price this year, while concept stocks related to Dianke Net Security, Gear Software, and Shenzhou Information have dropped by over 30% this year. In terms of institutional research this year, Zhongtian Technology, Tengjing Technology, Guoxin Technology, Guodun Quantum, and Sanwei Xin'an have received research from more than 50 institutions, indicating a high level of attention. In terms of performance forecasts, among concept stocks rated by 3 or more institutions, it is unanimously predicted that the performance of China Great Wall, Guodun Quantum, Hongtu Optoelectronics, Sanwei Xin'an, Shenzhou Information, and Zhongtian Technology will grow by over 100% in 2026.