① “Party Building Research” recently published an article signed by the Party Committee of the State Council's State-owned Assets Administration Commission stating that it is speeding up the cultivation and expansion of strategic emerging industries and future industries. The article suggests advanced layout and gradual cultivation of future industries such as quantum technology, nuclear fusion, biomantry, and 6G. ② The SDIC Securities Research Report points out that quantum technology has made significant progress in many segments, and quantum technology will become an important driving force for future technological revolution and industrial transformation.
According to the website of the State Council's State-owned Assets Administration Commission, “Party Building Research” recently published an article signed by the Party Committee of the State Council's State-owned Assets Administration Commission stating that it is speeding up the cultivation and expansion of strategic emerging industries and future industries. The article proposes to advance the layout, cultivate future industries such as quantum technology, nuclear fusion, biomantry, and 6G, and accelerate the construction of a number of strategic emerging industrial clusters and leading industrial enterprises with international competitiveness.
Quantum technology mainly includes four major research fields: quantum computing, quantum communication, quantum measurement, and anti-quantum cryptography. Quantum communication is the closest technology to commercialization in quantum information technology. According to ICV forecasts, in 2021, the global quantum communication market is about 2.3 billion US dollars, and is expected to grow to 15.3 billion US dollars by 2025 and 42.1 billion US dollars by 2030. The SDIC Securities Research Report points out that quantum technology has made significant progress in many segments, and its speed of development and application potential indicate that quantum technology will become an important driving force for future technological revolution and industrial transformation.
According to the Finance Federation's theme library, among the relevant listed companies:
Ji Dai Zhengyuan has made some progress in research on anti-quantum cryptographic algorithms, implemented anti-quantum signature algorithms, and successfully developed key generation and certificate issuance functions for traditional cryptography and anti-quantum cryptography hybrid models.
Guodun Quantum is mainly engaged in R&D, production, sales and technical services of quantum communication products, providing software and hardware products for the construction of various optical fiber quantum secure communication networks and space-terrestrial integrated wide-area quantum secure communication ground stations.