量子信息：引领未来全球科技变革之关键力量

行业报告： 量子信息2025年10月10日中航证券研究所发布 证券研究报告请务必阅读正文后的免责条款部分行业评级：增持量子信息：引领未来全球科技变革之关键力量分分分分分分分分分分分分分分分S0640521060001股市有风险 入市需谨慎核心观点◼量子信息：引领未来全球科技变革之关键力量。 分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分 分分分CEO 分分分分分分分分分分分分分分分分分分分分分分分分6分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分◼量子计算理论算力指数级超越电子计算。 分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分 AI 分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分AI分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分 分分分分分分分分IDC 分分分2022分分分分分分分分分(分分分分分分分分分分分分分分分)分分分分分11分分分分2027分分分分分76分分分分分分分分分分分分分分分分分分2030分分分分分分分分1000分分分分2022-2030分分分分分分分分分79.72% 分◼量子通信与量子测量：绝对安全与极限精度。 分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分QKD 分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分Coherent Market Insights 分分分2030分分分分分分分分分分分分分分分78.5分分分分ICV TA&K分分分分分2030分分分分分分分分分分分分分分分分25.27分分分分◼投资建议：分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分核心观点及投资建议2目录1量子信息：引领未来全球科技变革之关键力量量子计算：理论算力指数级超越电子计算量子通信与量子测量：绝对安全与极限精度国内主要科技企业在量子技术及相关应用领域的市场布局43量子信息：引领未来全球科技变革之关键力量4分分分分分分分分分分分分分分分分分分分 分分分分分分分分分分分 分分分分分分分分分分分分分分分分分分分分分分分分分分分分 分分分分分分分分分分分分分分 分分分分分分分分分分分分分分分分分分分 分分分CEO 分分分分分分分分分分分分分分分分分分 分分分分分分6分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分11.1 量子技术正在成为全球科技竞争新焦点分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分➢ 2025年7月，欧盟委员会正式推出 《量子战略》（Quantum Strategy），旨在2030年前使欧洲成为全球量子技术领导者 。分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分 分分分分分分分分分分分分分分分分分分分分分分分2040分分分分分分分分分分分分分分分分分分分分分分分分分分分分1550分分分分➢ 9月，美国和英国签署 《科技繁荣协议 》，重点聚焦人工智能 、量子科技和民用核能三大前沿技术领域合作 。分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分 分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分 分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分➢ 科技巨头英伟达对量子计算的态度发生较大转折 。 分分分CEO 分分分分分分分分分分分分分分分分分分分分分分分分6分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分QPU 分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分2024分11分分分分CUDA-Q 分分分分分分分分分分分分分分分分分GPU 分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分 (Trapped Ion)分分分分分Quantinuum分分分分分分分分分 (Photonic)分分分Postquantum分图表：英伟达近期两笔量子科技投资的核心信息投资标的QuantinuumPsiQuantum分分分分2025 分9分4分2025 分9分10分分分分分分分分 (Trapped Ion)分分分 (Photonic)分分分分6分分分分分分分分分分分分分分10分分分分分分分分分分分分分分分分分分分100分分分分分70分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分AI分分分分分分分分分分分分分GPU 分分分分分分分分分1.2 全球主要国家（地区）量子科技相关政策概览分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分图表：今年欧美量子信息相关政策•2013 分2分分分分分分分分分分分分分分分分分分分 (2012-2030 分)分分分分分分分分分分分分分分分分分分分分•2013 分8分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分2013 -2015 分•分分分分分分分分 分分分分分分分分分分分分分分分分分分分分分•2020 分3分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分2016 -2020 分•2021 分3分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分•分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分2021 分分分图表：我国今年量子信息行业最新政策汇总一览表政策层级政策名称/来源发布单位/地区核心举措/目标摘要分分分分2025 分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分分2025 分分分分分分分分分分分分分分分分分分分分分分分分