Recently, China Securities Co., Ltd. (CSC) released a research report highlighting that as major countries around the world accelerate their strategic investments in quantum technology, the field is transitioning from fundamental research to early-stage industrialization. The report recommends investors pay close attention to opportunities across the quantum technology industrial chain. It identifies quantum computing, quantum communication, and quantum precision measurement as the three core pillars, which are gradually forming a relatively complete ecosystem. Quantum communication has already seen initial commercial deployment in high-security sectors such as government, finance, and defense. Although quantum computing remains in its engineering infancy, significant capital and research resources are flowing into hardware platforms, algorithm development, and cloud-based quantum services. Meanwhile, quantum precision measurement shows promising applications in navigation, healthcare, and geophysical exploration. CSC emphasizes that China holds a first-mover advantage in quantum communication, with ongoing progress in technical standards and infrastructure development. Companies involved in national-level quantum projects—particularly those with core technological capabilities—and suppliers of critical upstream components such as single-photon detectors and cryogenic control systems are poised to benefit from supportive policies and growing market demand.
近日，中信建投证券发布研报指出，随着全球主要国家加速布局量子科技，该领域正从基础研究迈向产业化初期阶段，建议投资者重点关注量子科技产业链相关机会。报告认为，量子计算、量子通信和量子精密测量作为三大核心方向，已逐步形成较为完整的产业生态。其中，量子通信在政务、金融、国防等高安全需求场景中率先落地；量子计算虽仍处工程化早期，但硬件平台、算法软件及云服务等环节已吸引大量资本与科研资源投入；量子精密测量则在导航、医疗和地质勘探等领域展现出广阔应用前景。中信建投强调，我国在量子通信领域具备先发优势，相关技术标准和基础设施建设持续推进，龙头企业有望受益于政策支持与市场需求双重驱动。建议关注具备核心技术能力、参与国家级项目的上市公司，以及上游关键器件如单光子探测器、低温控制系统等领域的潜在标的。
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