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研報掘金丨中泰證券:維持國網信通“買入”評級,量子+電力融合發展打開新的想象空間
格隆匯 02-19 15:57
中泰證券研報指出,國網信通(600131.SH)攜手國盾量子,量子+電力合作構建電力量子保密通信網絡。國盾量子為國內較早從事量子科技產業化的企業,於2025年初完成非公開發行,是中國電信集團旗下中電信量子信息科技集團有限公司的控股子公司。新型電力系統建設漸深,終端與用户之間的海量交換數據面臨數據安全挑戰,而量子通信以量子力學理論為基礎,有望為電力系統數據的傳輸提供無法破解和竊聽的加密通信。新型電力系統建設加速,多次合作成果初顯。公司深耕能源IT多年,同業競爭承諾解決釋放業績空間,量子+電力融合發展打開新的想象空間。維持“買入”評級。
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