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多股暴漲!量子技術概念站上風口!政治局引導集體學習釋出利好
格隆匯 10-19 09:59

10月19日,量子通信概念板塊開盤大漲,其中,光庫科技、藍盾股份、科大國創等漲幅靠前,國盾量子大漲13%,盛洋科技、凱樂科技、神州信息等紛紛跟漲。

數據來源:Choice

而究及這一概念的大漲原因,主要是基於政策端釋出的利好

上週五(10月16日),中共中央政治局下午就量子科技研究和應用前景舉行第二十四次集體學習,提出要提高量子科技理論研究成果向實用化、工程化轉化的速度和效率,積極吸納企業參與量子科技發展,引導更多高校、科研院所積極開展量子科技基礎研究和應用研發。

量子科技可謂是20世紀最重要的科學發現之一,其中,具有代表性的是量子通信和量子計算,依靠其的科技力量才有原子彈、激光、核磁共振等新技術應運而出,而在現今,量子科技在加速新藥開發、顛覆密碼學和互聯網、加速人工智能等方面也有着關鍵的助力作用。

“量子通信是利用量子態作為信息載體來進行信息交互的通信技術,利用單個光量子不可分割和量子不可克隆原理的性質,在原理上確保非授權方不能複製與竊取量子信道內傳遞的信息,以此保證信息傳輸安全。”——招商證券

資料來源:招商證券

事實上,目前我國在量子通信技術方面已取得多項突破性進展。

2016年8月,我國發射了自主研製的世界上首顆空間量子科學實驗衞星“墨子號”;2017年,全球首條量子保密通信骨幹網“京滬幹線”項目通過總技術驗收;

今年3月,中國科學技術大學潘建偉團隊等研究人員實現了500公里級真實環境光纖的雙場量子密鑰分發和相位匹配量子密鑰分發,傳輸距離達到509公里,創造了新的世界紀錄...

可以發現,在科技興國這一戰略之下,量子科技無疑也已成為我國前沿科技的發展重點,不僅將衝擊傳統技術體系,引領重大顛覆性技術創新,也將帶來戰略價值,有望驅動引領新一輪科技革命

而隨着在國家政策方向上的發力,通過集體學習,可以瞭解世界量子科技發展態勢,分析我國量子科技發展形勢,有望在支撐設備、關鍵核心元器件等方面補齊短板,推動我國在量子技術基礎研究方面的能力得到進一步提升。

資料來源:中金證券

中金指出,量子技術屬於前沿技術之一,當前正處於從科研走向應用的關鍵時期,此次政治局會議召開有望加速國內量子計算/量子通信發展。其中,我國在量子通信位居世界第一梯隊,國盾量子、神州數碼等公司參與量子通信網絡建設。

華創證券指出,量子通信產業化加速,未來市場空間有望達到千億規模。從長期來看,產業應用場景十分廣泛,包括網絡信息安全、量子通信幹線、量子城域網、金融、國防等方面。

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