As the rapid development of quantum information technology continues, China's quantum information industry has become a global focus in 2024. This industry covers three major fields: quantum computing, quantum communication, and quantum sensing and measurement, each showing great potential in enhancing computational speed, information transmission security, and sensing measurement accuracy.
In terms of industry development status, China's quantum information industry chain has formed a complete industrial layout from upstream basic optoelectronic components to downstream applications in military defense, government affairs, finance, and other fields. In 2024, the global investment scale in quantum information reached $38.6 billion, with China leading the world with an investment total of $15 billion, reflecting the country's high regard for the development of quantum technology.
Regarding the performance analysis of listed companies, major industry players such as Alibaba, Digital China, Inspur Information, ZTE Communications, Sugon, and GuoDun Quantum have made significant progress in the field of quantum information technology. Their financial reports indicate that despite fierce competition, the overall performance remains optimistic, with sustained market demand.
In terms of national policies and development trends, the Chinese government has elevated quantum information technology to a national strategy and introduced a series of supportive policies, including financial subsidies and tax incentives, to promote the development of the quantum information industry. The "14th Five-Year Plan and Long-Range Objectives Through the Year 2035" outline the scientific and technological tasks in the field of quantum information, including the development of quantum communication technology, breakthroughs in quantum measurement technology, and the production of quantum computing products.
Market behavior analysis shows that the stock prices of leading listed companies in the industry have been stable recently, with active new project investments. Market consumption data show a good product market supply and demand relationship and stable prices, indicating an optimistic outlook for the industry.
A.Top's industry investment view believes that, combined with the current state of the industry, the future development prospects of China's quantum information industry are very broad. With the continuous maturation of technology and the continuous expansion of application fields, the industry is expected to maintain rapid growth. Especially in the field of quantum communication, it is expected that by 2025, the global market scale will reach $3.504 billion, and by 2030, it will reach $7.85 billion. In terms of investment, it is recommended to focus on leading listed companies with high growth potential, such as GuoDun Quantum, which is at the international leading level in quantum communication technology and has successfully implemented multiple quantum communication lines.