423 lines
29 KiB
HTML
423 lines
29 KiB
HTML
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<title>量子科技参股公司 - 深度投研报告 | 价小前投研</title>
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<div class="container mx-auto p-4 sm:p-6 lg:p-8">
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<!-- Header -->
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<header class="text-center my-12">
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<h1 class="text-4xl md:text-6xl font-extrabold tracking-tight" style="background: -webkit-linear-gradient(45deg, #e0e7ff, #a78bfa, #38bdf8); -webkit-background-clip: text; -webkit-text-fill-color: transparent;">
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量子科技参股公司
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</h1>
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<p class="mt-4 text-xl md:text-2xl font-light text-indigo-200">深度投研报告</p>
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<div class="mt-6 text-xs text-gray-500 tracking-wider">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎</p>
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</div>
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</header>
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<!-- Insight Section -->
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<section class="mb-16">
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<h2 class="section-title mb-8">概念洞察 (Insight)</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<!-- Core View Summary -->
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<div class="glass-card p-6 md:col-span-2 lg:col-span-3">
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<h3 class="sub-title">核心观点摘要</h3>
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<p class="content-text">“量子科技参股公司”概念正处于从<span class="highlight-text">主题炒作向基本面驱动过渡</span>的关键拐点。其核心驱动力已从零散的技术突破预期，转变为<span class="highlight-text">国家战略意志下的产业化加速和商业订单落地</span>。未来，该概念的价值将不再是模糊的“含Q量”，而是取决于参股关系的<span class="highlight-text">深度、业务协同性</span>以及被投企业的核心技术和商业化进程。</p>
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</div>
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<!-- Concept Events & Timeline -->
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<div class="glass-card p-6 lg:col-span-1 md:col-span-2">
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<h3 class="sub-title">概念事件与时间轴</h3>
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<div class="timeline content-text text-sm">
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<div class="timeline-item">
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<strong class="text-indigo-300">产业奠基期 (2024年及以前)</strong>
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<p>国盾、本源等企业积累技术；上市公司以参股、合资形式初步涉足。</p>
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</div>
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<div class="timeline-item">
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<strong class="text-indigo-300">国家队入场 (2024.03 - 2025.06)</strong>
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<p>中电信量子集团控股国盾量子，华为哈勃入股国测量子，国家战略地位凸显。</p>
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</div>
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<div class="timeline-item">
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<strong class="text-indigo-300">商业化加速 (2025.08至今)</strong>
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<p>国盾量子获超导量子计算大单；本源、国仪量子进入IPO进程；国资委提出2027年300亿规模目标。</p>
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</div>
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</div>
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</div>
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<!-- Core Logic & Market Perception -->
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<div class="glass-card p-6 lg:col-span-2 md:col-span-2">
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<h3 class="sub-title">核心逻辑与市场认知分析</h3>
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<ul class="space-y-4 content-text">
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<li><strong>政策强力驱动 (最核心):</strong> 中国电信控股国盾量子是标志性事件。国资委<span class="highlight-text">2027年300亿元</span>产业规模目标锁定中期成长空间。</li>
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<li><strong>技术与商业化突破:</strong> 国盾交付<span class="highlight-text">280+比特</span>量子计算项目、浙江国盾电力年入1.5亿（同比+150%），商业化从“0到1”向“1到N”迈进。</li>
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<li><strong>资本化进程加速:</strong> <span class="highlight-text">本源量子、国仪量子IPO</span>为参股公司提供价值兑现路径和板块估值锚。</li>
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<li><strong>预期差分析:</strong> 市场对“参股”深度认知不足，大量通过基金间接持股<span class="highlight-text">（比例低至0.0x%）</span>的公司被炒作，而科大国创等直接高比例持股的公司价值可能被低估。产业化速度与信息不一致（如科大国创持股比例）是潜在风险。</li>
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</ul>
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</div>
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<!-- Catalysts & Future Path -->
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<div class="glass-card p-6 md:col-span-2 lg:col-span-3 grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="sub-title">关键催化剂</h3>
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<ul class="list-disc list-inside content-text space-y-2">
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<li><strong>近期 (3-6个月):</strong> 本源、国仪量子IPO进展；国家/央企大规模招标；标杆性应用（如“量子密话”用户数突破）发布。</li>
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<li><strong>长期:</strong> 量子计算机性能持续突破；“量子计算云平台”商业模式成熟；量子算法与软件生态形成。</li>
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</ul>
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</div>
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<div>
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<h3 class="sub-title">未来发展路径</h3>
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<ul class="list-disc list-inside content-text space-y-2">
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<li><strong>网络化阶段 (当前-2027):</strong> 量子保密通信网络建设为主，项目制商业模式。核心是<span class="highlight-text">国盾量子+中国电信</span>生态。</li>
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<li><strong>算力化阶段 (2027-2030):</strong> 量子计算云平台演进，与超算混合。商业模式转向“算力服务”。<span class="highlight-text">本源量子</span>等成为核心。</li>
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<li><strong>生态化阶段 (2030+):</strong> 量子算法、软件、应用协同发展，向C端渗透。</li>
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</ul>
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</div>
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</div>
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<!-- Industry Chain & Core Companies -->
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<div class="glass-card p-6 lg:col-span-2">
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<h3 class="sub-title">产业链与核心公司剖析</h3>
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<p class="content-text mb-4"><strong>上游 (核心元器件):</strong> 国盾量子(芯片), 科大国盾(稀释制冷机), 普源精电(测控)。</p>
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<p class="content-text mb-4"><strong>中游 (系统集成):</strong> 国盾量子, 神州信息(通信网络); 本源量子(计算整机); 国芯科技(PQC)。</p>
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<p class="content-text mb-4"><strong>下游 (应用):</strong> 中国电信(中电信量子), 国盾量子(浙江国盾电力)。</p>
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<hr class="border-gray-700 my-4">
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<p class="content-text"><strong>核心玩家对比:</strong></p>
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<ul class="list-disc list-inside content-text text-sm space-y-2">
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<li><strong>国盾量子 (领导者):</strong> 国家队背景，订单确定性强，全产业链布局。</li>
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<li><strong>科大国创 (潜力股):</strong> 精准卡位国仪、九章两大IPO标的，资产孵化平台。</li>
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<li><strong>神州信息 (集成者):</strong> 渠道客户优势，深度绑定国盾，聚焦金融应用。</li>
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<li><strong>大豪科技 (转型者):</strong> 控股兴汉网际切入量子加密硬件，逻辑清晰。</li>
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</ul>
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</div>
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<!-- Risks & Investment Insights -->
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<div class="glass-card p-6 lg:col-span-1">
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<h3 class="sub-title">风险与投资启示</h3>
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<p class="content-text font-semibold text-red-400 mb-2">潜在风险:</p>
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<ul class="list-disc list-inside content-text text-sm space-y-1 mb-4">
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<li>核心技术瓶颈（相干时间、纠错）。</li>
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<li>高昂成本阻碍商业化。</li>
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<li>全球科技巨头激烈竞争。</li>
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<li>信息不一致（如持股比例）。</li>
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</ul>
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<p class="content-text font-semibold text-green-400 mb-2">投资启示:</p>
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<ul class="list-disc list-inside content-text text-sm space-y-1">
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<li><strong>核心系统平台 (国盾量子):</strong> 确定性最高。</li>
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<li><strong>战略股权平台 (科大国创):</strong> 弹性最大。</li>
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<li><strong>上游“卖铲人” (禾信仪器, 普源精电):</strong> 稳健性较好。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Supporting Data -->
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<section class="mb-16" x-data="{ tab: 'news' }">
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<div class="tabs tabs-boxed bg-gray-900/50 backdrop-blur-sm border border-white/10 w-fit mx-auto mb-8">
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<a class="tab tab-lg" :class="{'tab-active': tab === 'news'}" @click.prevent="tab = 'news'">新闻数据</a>
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<a class="tab tab-lg" :class="{'tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="tab tab-lg" :class="{'tab-active': tab === 'report'}" @click.prevent="tab = 'report'">研报精粹</a>
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</div>
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<div class="glass-card p-6">
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<!-- News -->
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<div x-show="tab === 'news'">
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<h3 class="sub-title">新闻数据总结</h3>
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<ul class="list-disc list-inside content-text space-y-3">
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<li><strong>华为哈勃:</strong> 入股<span class="highlight-text">国测量子科技</span>，后者为北京大学发起的量子精密测量产业化公司。</li>
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<li><strong>纬德信息:</strong> 与<span class="highlight-text">北京玻色量子</span>成立合资公司“广州深度演化量子科技”。</li>
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<li><strong>国芯科技:</strong> 与参股公司<span class="highlight-text">信大壹密</span>合作研发的抗量子密码芯片测试成功。</li>
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<li><strong>国盾量子:</strong> <span class="highlight-text">中电信量子集团</span>成为其控股股东，国务院国资委成为实控人；与中科大联合发布全球首款四通道超低噪声半导体单光子探测器。</li>
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<li><strong>IPO动态:</strong> <span class="highlight-text">国仪量子、本源量子</span>进入IPO程序。</li>
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<li><strong>产业合作:</strong> 英伟达拟投资量子计算企业；某公司与本源量子达成合作意向，另一家持有九章量子近5%股权（指向科大国创）。</li>
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</ul>
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</div>
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<!-- Roadshow -->
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<div x-show="tab === 'roadshow'">
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<h3 class="sub-title">路演纪要总结</h3>
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<ul class="list-disc list-inside content-text space-y-3">
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<li><strong>国盾量子:</strong> 通过子公司<span class="highlight-text">浙江国盾</span>（电力应用，23年收入1.5亿）、<span class="highlight-text">山东国盾</span>（军工）推动行业应用。</li>
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<li><strong>科大国创:</strong> 参股<span class="highlight-text">国仪量子</span>（持股比例存在2.75%和~10%两种说法），布局量子精密测量。</li>
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<li><strong>亨通光电:</strong> 通过控股子公司<span class="highlight-text">江苏亨通量芯</span>布局量子芯片，并与问天量子成立合资公司。</li>
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<li><strong>大豪科技:</strong> 控股<span class="highlight-text">兴汉网际</span> (47.72%)，与中电信量子深度合作开发量子加密产品。</li>
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<li><strong>神州信息:</strong> 参股<span class="highlight-text">“神州国信”</span>以绑定国盾量子。</li>
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<li><strong>中国电信:</strong> 成立专业子公司<span class="highlight-text">中电信量子</span>，全面推动产业化，已推出量子SIM卡等产品。</li>
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</ul>
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</div>
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<!-- Research Reports -->
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<div x-show="tab === 'report'">
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<h3 class="sub-title">研报精粹总结</h3>
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<ul class="list-disc list-inside content-text space-y-3">
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<li><strong>国盾量子 (核心):</strong> 拟向中电信量子集团定增，后者将成控股股东。双方已在“天衍”量子计算云平台、OTN融量子加密专线等多方面合作。参股企业<span class="highlight-text">浙江国盾电力</span>在电力领域应用落地。</li>
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<li><strong>产业链潜在受益公司:</strong>
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<ul>
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<li>- 量子计算与通信核心: <span class="highlight-text">国盾量子</span></li>
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<li>- 量子测控系统: <span class="highlight-text">普源精电</span></li>
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<li>- 量子通信集成: <span class="highlight-text">神州信息</span></li>
|
||
<li>- 量子精密测量: <span class="highlight-text">科大国创</span></li>
|
||
<li>- 抗量子密码: <span class="highlight-text">三未信安, 吉大正元, 信安世纪, 格尔软件</span></li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="mb-16">
|
||
<h2 class="section-title mb-8">涨幅异动分析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="glass-card p-6" x-data="{ expanded: false }">
|
||
<div class="flex justify-between items-center">
|
||
<h4 class="text-lg font-bold text-sky-300">国盾量子 (688027)</h4>
|
||
<span class="badge badge-lg badge-success badge-outline">+9.94% (2025-09-15)</span>
|
||
</div>
|
||
<p class="content-text mt-2">核心催化剂：公告与中电信量子集团签订含<span class="highlight-text">280+比特超导量子计算项目</span>在内的6305.4万元重大订单，商业化落地超预期。</p>
|
||
<button @click="expanded = !expanded" class="btn btn-xs btn-outline btn-info mt-4">
|
||
<span x-show="!expanded">展开详情</span><span x-show="expanded">收起详情</span>
|
||
</button>
|
||
<div x-show="expanded" x-collapse.duration.500ms class="mt-4 content-text text-sm">
|
||
<p><strong>综合原因:</strong> 公司重大订单是直接催化剂；量子科技板块整体走强；英伟达布局及美股IONQ等大涨带来映射效应；国内政策支持与本源量子IPO等产业落地加速；与中国电信深度绑定，全产业链布局优势凸显，引发市场估值重估预期。</p>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card p-6" x-data="{ expanded: false }">
|
||
<div class="flex justify-between items-center">
|
||
<h4 class="text-lg font-bold text-sky-300">禾信仪器 (688622)</h4>
|
||
<span class="badge badge-lg badge-success badge-outline">+12.22% (2025-10-09)</span>
|
||
</div>
|
||
<p class="content-text mt-2">核心催化剂：诺贝尔物理学奖授予量子领域，引爆板块情绪。公司作为<span class="highlight-text">稀释制冷机龙头</span>，是量子计算机核心部件供应商，直接受益。</p>
|
||
<button @click="expanded = !expanded" class="btn btn-xs btn-outline btn-info mt-4">
|
||
<span x-show="!expanded">展开详情</span><span x-show="expanded">收起详情</span>
|
||
</button>
|
||
<div x-show="expanded" x-collapse.duration.500ms class="mt-4 content-text text-sm">
|
||
<p><strong>综合原因:</strong> 诺奖引爆量子概念；公司在产业链中地位关键；美股RGTI、IONQ大涨映射；公司自身经营范围扩大，向医疗、环保等多元化转型打开成长空间；"十五五"规划对前沿科技的政策预期。</p>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card p-6" x-data="{ expanded: false }">
|
||
<div class="flex justify-between items-center">
|
||
<h4 class="text-lg font-bold text-sky-300">格尔软件 (603232)</h4>
|
||
<span class="badge badge-lg badge-success badge-outline">+10.0% (2025-10-15)</span>
|
||
</div>
|
||
<p class="content-text mt-2">核心催化剂：国务院国资委首次给出央企量子产业<span class="highlight-text">2027年300亿元</span>量化目标，公司因“量子安全芯片+国密PKI”双重业务被视为稀缺标的。</p>
|
||
<button @click="expanded = !expanded" class="btn btn-xs btn-outline btn-info mt-4">
|
||
<span x-show="!expanded">展开详情</span><span x-show="expanded">收起详情</span>
|
||
</button>
|
||
<div x-show="expanded" x-collapse.duration.500ms class="mt-4 content-text text-sm">
|
||
<p><strong>综合原因:</strong> 央企量子产业化目标明确；公司参与中国电信“量子密话”国密模块开发，持有国盾量子股权；上海发布科技企业补贴政策；公司三季报预约提前，合同额同比增长46%，引发业绩博弈。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Table -->
|
||
<section>
|
||
<h2 class="section-title mb-8">相关A股公司梳理</h2>
|
||
<div class="glass-card p-2 sm:p-4 md:p-6 overflow-x-auto">
|
||
<table class="table table-sm md:table-md">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联标的</th>
|
||
<th>关联状态</th>
|
||
<th>持股/关联原因</th>
|
||
<th>信息来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 九章量子 -->
|
||
<tr><td>科大国创</td><td><a href="https://valuefrontier.cn/company?scode=300520" target="_blank">300520</a></td><td>九章量子</td><td>-</td><td>直接持股4.28%</td><td>工商</td></tr>
|
||
<!-- 国仪量子 -->
|
||
<tr><td>科大国创</td><td><a href="https://valuefrontier.cn/company?scode=300520" target="_blank">300520</a></td><td>国仪量子</td><td>2025-10-16 IPO辅导验收</td><td>直接持股2.75%</td><td>-</td></tr>
|
||
<tr><td>科大讯飞</td><td><a href="https://valuefrontier.cn/company?scode=002230" target="_blank">002230</a></td><td>国仪量子</td><td>2025-10-16 IPO辅导验收</td><td>直接持股1.4%</td><td>-</td></tr>
|
||
<tr><td>万和电气</td><td><a href="https://valuefrontier.cn/company?scode=002543" target="_blank">002543</a></td><td>国仪量子</td><td>2025-10-16 IPO辅导验收</td><td>间接持股0.03%（通过前海股权基金）</td><td>-</td></tr>
|
||
<tr><td>新华保险</td><td><a href="https://valuefrontier.cn/company?scode=601336" target="_blank">601336</a></td><td>国仪量子</td><td>2025-10-16 IPO辅导验收</td><td>间接持股0.02%（通过前海股权基金）</td><td>-</td></tr>
|
||
<!-- 本源量子 -->
|
||
<tr><td>德美化工</td><td><a href="https://valuefrontier.cn/company?scode=002054" target="_blank">002054</a></td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>间接持有0.24%股权（通过佛山德盛天林基金）</td><td>工商</td></tr>
|
||
<tr><td>绿地控股</td><td><a href="https://valuefrontier.cn/company?scode=600606" target="_blank">600606</a></td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>间接持有0.22%股权（通过中金祺智基金）</td><td>工商</td></tr>
|
||
<tr><td>中际旭创</td><td><a href="https://valuefrontier.cn/company?scode=300308" target="_blank">300308</a></td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>间接持有0.19%股权（通过陕西先导光电基金）</td><td>工商</td></tr>
|
||
<tr><td>大众公用</td><td><a href="https://valuefrontier.cn/company?scode=600635" target="_blank">600635</a></td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>间接持有0.17%股权（通过深创投）</td><td>工商</td></tr>
|
||
<tr><td>天原股份</td><td><a href="https://valuefrontier.cn/company?scode=002386" target="_blank">002386</a></td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>间接持有0.1%股权（通过佛山德盛天林基金）</td><td>工商</td></tr>
|
||
<tr><td>深圳能源</td><td><a href="https://valuefrontier.cn/company?scode=000027" target="_blank">000027</a></td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>间接持有0.08%股权（通过深创投）</td><td>工商</td></tr>
|
||
<tr><td>七匹狼</td><td>-</td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>控股股东间接持有0.06%股权（通过深创投）</td><td>工商</td></tr>
|
||
<tr><td>武进不锈</td><td><a href="https://valuefrontier.cn/company?scode=603878" target="_blank">603878</a></td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>间接持有0.04%股权（通过福州宜德基金）</td><td>工商</td></tr>
|
||
<tr><td>信雅达</td><td><a href="https://valuefrontier.cn/company?scode=600571" target="_blank">600571</a></td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>间接持有0.02%股权（通过福州宜德基金）</td><td>工商</td></tr>
|
||
<tr><td>飞力达</td><td><a href="https://valuefrontier.cn/company?scode=300240" target="_blank">300240</a></td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>间接持有比例极低（通过秉泉双禺基金）</td><td>工商</td></tr>
|
||
<tr><td>粤电力</td><td>-</td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>间接持股比例极低（通过深创投）</td><td>工商</td></tr>
|
||
<tr><td>广深铁路</td><td><a href="https://valuefrontier.cn/company?scode=601333" target="_blank">601333</a></td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>间接持股比例极低（通过深创投）</td><td>工商</td></tr>
|
||
<tr><td>中兴通讯</td><td><a href="https://valuefrontier.cn/company?scode=000063" target="_blank">000063</a></td><td>本源量子</td><td>2025-09-15 IPO辅导备案</td><td>间接持股比例极低（通过深创投）</td><td>工商</td></tr>
|
||
<!-- 国科量子 -->
|
||
<tr><td>金卡智能</td><td><a href="https://valuefrontier.cn/company?scode=300349" target="_blank">300349</a></td><td>国科量子</td><td>-</td><td>间接持有0.59%的股权</td><td>互动</td></tr>
|
||
<!-- 玻色量子 -->
|
||
<tr><td>初灵信息</td><td><a href="https://valuefrontier.cn/company?scode=300250" target="_blank">300250</a></td><td>玻色量子</td><td>-</td><td>间接持有0.05%的股权（通过北京中移数字基金）</td><td>工商</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center mt-16 pb-8">
|
||
<div class="text-xs text-gray-600 tracking-wider">
|
||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p>本报告由AI基于公开信息合成，不构成任何投资建议，投资有风险，入市需谨慎。</p>
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