Quantum technology refuses to bubble the most authentic concept stocks monopolize the 86percent market.

category:Finance
 Quantum technology refuses to bubble the most authentic concept stocks monopolize the 86percent market.


On the news, according to Xinhua news agency, the Political Bureau of the CPC Central Committee held its 24th collective study on the research and application prospects of quantum science and technology on October 16, proposing to ensure capital investment in the field of quantum science and technology, and improve the speed and efficiency of the transformation of theoretical research results of quantum science and technology into practical and engineering applications.

Among the three application fields of quantum computing, quantum communication and quantum measurement, quantum communication is the most likely technology to be applied in five years. However, due to the technology maturity and application cost, quantum communication is not the main mechanism to solve the problem of information security in the current market.

The chairman of a listed company involved in quantum communication business told Shidai finance and economics, in fact, since the birth of information technology, from the perspective of repairing loopholes and building firewalls, everyone has been exploring the unity of opposites between spears and shields. spears have become more and more sharp, and shields have become thicker and thicker. Quantum technology is only a kind of material or means to make a shield, or cryptography technology There are many mechanisms to solve information security

Although there are many superior companies involved in quantum communication, GuoDun quantum is the most authentic quantum communication enterprise. According to the prospectus of GuoDun quantum, by the end of 2018, the total length of practical optical fiber quantum secure communication network (optical cable skin length) has reached more than 7000 km, of which more than 6000 km have used the products provided by GuoDun quantum and are in online operation.

Time finance and economics contacted GuoDun quantum on the industrialization and practicality of quantum communication. The other party said that it was not convenient to disclose more information because it was in the window period of the third quarter report.

Technology application: quantum communication is the first to be applied

Quantum technology is not a very new thing. Quantum mechanics has been established for more than 100 years. With the understanding and development of quantum science, modern information technology, computers, communications, high-density information storage and global positioning system are potential applications of quantum technology. Xue Qikun, vice president of Tsinghua University and academician of the Chinese Academy of Sciences, said in an interview with the media on the 19th.

At present, quantum information technology includes three technical fields: quantum computing, quantum communication and quantum measurement. There are differences in research and development level, technology practicability, product engineering ability and industrial application prospect, and they are in different development stages.

Quantum computing has attracted much attention at the end of last year. In October 2019, Nature magazine reported in the form of a cover paper the important research results of Googles realization of quantum superiority (quantum hegemony) based on the programmable superconducting processor sycamore. However, the research and development level of quantum computing at this stage is still far from the practical application.

It is generally expected that the practical application of general-purpose quantum computers will take more than 10 years. In this regard, the United States takes the lead in technical research, prototype development and application exploration, while Britain, Europe, Japan, Australia and other countries follow closely. Although China has made achievements in recent years, it still lags far behind the United States.

According to Huaan securities, quantum communication as a kind of encrypted communication, its core principle is to use the uncertainty of quantum state to generate random key. Once the communication is eavesdropped, the quantum state will be changed, and the eavesdropping will be detected, thus making the key unable to be cracked, thus realizing the confidentiality of communication.

Quantum communication can be divided into two categories: quantum teleportation (QT) and quantum key distribution (QKD).

Photo source: report of China Academy of Communications

At the same time, the field of quantum measurement also has broad application scenarios, such as inertial navigation, magnetic field measurement, gravity measurement, target recognition and time benchmark. However, at present, quantum entanglement measurement is at the forefront of research, and there is still a long way to go in practice. Compared with European and American countries, there is still a certain gap.

Photo source: report of China Academy of Communications

Several listed companies rub against the hot spots of quantum technology

Haofeng technology said in response to investors questions on the interactive platform on the 19th that its subsidiary Haofeng Pinshi does own the software copyright of the quantum application security service platform, but how to form the industrialization of quantum application is still in the exploratory stage.

However, on the evening of the 20th, Haofeng technology announced that the company has not yet formed relevant products in the field of quantum applications, and the technology has no impact on the companys business income. The company solemnly reminds the majority of investors to pay attention to the trading risks in the secondary market of the companys stock, avoid speculation on the subject matter and concept, make prudent decisions and invest prudently.

Dahua intelligence, whose main business is IC card reader, said that its satellite quantum communication encryption terminal product is a system that has been put into research and development in recent years and has just been put on the market. The system is composed of satellite communication network and quantum encryption equipment, which is mainly used in the scenarios with high security requirements for information transmission. In the future, it plans to extend to various digital economy application scenarios.

Communication technology supplier kingsignor replied that it would actively pay attention to the development of technology in this field.

Jinka intelligent said that it has invested in Guoke quantum communication network Co., Ltd. and believes that with the increasing demand for information security, the investment will help the company and Guoke quantum reach cooperation in exploring the application of quantum encryption technology in the field of big data of the Internet of things, and enhance the companys comprehensive solution capability of Internet of things through industry cooperation.

In addition, the stock price of Blue Shield shares soared in a number of companies, and abnormal fluctuations occurred in stock trading. The deviation value of closing price increase of its stock price in two consecutive trading days (October 16, 2020, October 19, 2020) exceeded 30%. On the 19th, Blue Shield shares were even blown out and suspended twice.

In this regard, Blue Shield shares had to issue a risk warning announcement on the evening of the 19th, saying that the company had the risks of overdue debt, litigation and being listed as the person to be executed for breach of trust, etc., its daily production and operation were greatly adversely affected, and its solvency and profitability were weakened, which prompted investors to invest rationally and pay attention to risks.

But even so, the Blue Shield shares still rose 9.9% at the opening of October 20, and by the end of the afternoon, the shares of Blue Shield rose 1.72% to 7.09 yuan.

Quantum communication is most likely to be commercialized. At present, there are many superior companies that have set foot in quantum communication. Who is the most authentic quantum communication concept stock?

According to the previous report, with the promotion and development of quantum secure communication pilot application and network construction, Chinas quantum secure communication industry has initially established and gradually developed, forming an industrial chain including basic research, equipment research and development, construction, operation and maintenance and security application.

Basic research is supported by the Chinese Academy of Sciences, China University of science and technology, Tsinghua University, Nanjing University, Shanxi University, Beiyou University, Shanghai Jiaotong University, etc. the equipment research and development is supported by GuoDun quantum, Wentian quantum, Keyi ideal quantum, Jinan Institute of quantum technology, Kyushu quantum, ZTE, Huawei, etc. the construction operation of quantum network, zhongchuangwei quantum, Shenzhou quantum, Hengtong Wentian quantum and Shenzhou information is provided In terms of security applications, Alibaba cloud, Tencent cloud, State Grid, industrial and Commercial Bank of China and other enterprises have emerged.

At present, quantum communication technology is just in the stage of industrialization, and its application in the short term is mainly limited to data center communication protection and production of quantum random generator.

As a leading enterprise in Chinas quantum communication industry, KDD quantum was listed on the science and technology innovation board on July 9, 2020. It is the first company engaged in the industrialization of quantum information technology, and the number of related technology patents ranks first in China.

GuoDun quantum said in its prospectus that it has the conditions and ability to effectively transform technological achievements into operating results, and has formed a business model conducive to the sustainable operation of enterprises.

By the end of 2018, the total length of practical optical fiber quantum secure communication network (optical cable skin length) has reached more than 7000 km, of which more than 6000 km have used the products provided by GuoDun quantum and are in online operation.

However, GuoDun quantum financial report showed that in the first half of this year, its revenue was 16.06 million yuan, a year-on-year decrease of 32.82%, and the deduction of non net profit attributable to shareholders of listed companies was - 38.7 million yuan, an increase of 39.97% year-on-year.

According to the statistics of Huaan securities, in recent years, the scale of Chinas quantum communication market has been growing steadily at a rate of 12-20%. It is expected that the market size will reach 50 billion yuan in 2020 and double to 100 billion yuan in 2025. Although quantum communication is being hyped all over the world, there is no complete consensus on this issue. The chairman of the above-mentioned company pointed out to the times finance and economics that quantum communication is only a channel in the information security mechanism, and the use scenarios need to be finally demonstrated by experts from all aspects. Other security technologies, such as Qianxin, QIMINGXING and Huawei, including Tencents security laboratory, are among the best in the world. We also have a lot of cooperation with companies that do quantum communications. At present, some companies will hype this matter, but we dont think it is necessary, he said Source: time finance editor: Shi Chengchao source: time finance editor: Yang Bin_ NF4368

According to the statistics of Huaan securities, in recent years, the scale of Chinas quantum communication market has been growing steadily at a rate of 12-20%. It is expected that the market size will reach 50 billion yuan in 2020 and double to 100 billion yuan in 2025.

Other security technologies, such as Qianxin, QIMINGXING and Huawei, including Tencents security laboratory, are among the best in the world. We also have a lot of cooperation with companies that do quantum communications. At present, some companies will hype this matter, but we dont think it is necessary, he said

Source: Times financial editor: Shi Chengchao