What quantum communication concept stocks are there in 2023?

What quantum communication concept stocks are there in 2023?

The rapid development of communication technology has brought great changes to people's lives. At present, communication technology has begun to touch the threshold of quantum communication, and quantum communication will also be a huge market in the future. So what are the concept stocks of quantum communication?

What are the quantum communication concept stocks?

Quantum communication concept stocks include Guo Dun Quantum, Hengtong Optoelectronics, Le Kai Science and Technology, Shenzhou Information, Dipu Science and Technology, Guangxun Science and Technology, etc.

1 Guo Dun Quantum: Mainly engaged in research and development, production, sales and technical services of quantum communication products, it is a leading manufacturer of quantum communication equipment and system service provider in China, with the market share ranking first in China.

Hengtong Optoelectronics: The Yangtze River Delta Quantum Secure Communication Ring Network and Beijing-Tianjin-Hebei Quantum Secure Communication Ring Network have been planned and constructed.

3 Le Kai Science and Technology: released two new products, such as quantum security data link communication terminal and quantum security data link storage terminal.

4 Shenzhou Information: One of the important service providers of quantum secure communication trunk projects, undertaking quantum secure communication trunk projects such as Beijing-Shanghai, Wuhe, Huhe and Hanguang, as well as quantum metropolitan area network construction projects in several key cities.

Dipu Technology: The company is the first national security product provider for major national projects such as quantum communication optical fiber link (Beijing-Shanghai trunk line).

6 Optical Communication Technology: Established a joint venture with Keda Guodun, mainly engaged in the research and development and production of the next generation integrated optoelectronic chips and optical devices for quantum secure communication.

At what stage is the development of quantum science and technology in China?

According to the relevant contents of the meeting, the reporter of E Company interviewed the relevant people of Quantum in Guo Dun for the first time. The other party said that in recent years, with the support of national policies, China's quantum communication technology research and development and industrial innovation achievements have been in the forefront of the world. Focusing on the vision of building a global quantum communication network, China technical team has gradually carried out a series of deployment tests and industrial application demonstrations of quantum secure communication networks according to the' three-step' strategy: MAN based on existing optical fiber, intercity network based on trusted relay and intercontinental network based on satellite relay.

This person believes that the realization of the' three-step' strategy marks the basic completion of the technical reserve for the industrialization of quantum secure communication in China. At present, China's quantum communication industrialization has been ahead of the world, and has initially formed an exploratory industrial chain.

Regarding the future direction of the industry, the above-mentioned people told reporters that it is necessary to promote collaborative innovation in Industry-University-Research. It is necessary to improve the speed and efficiency of the theoretical research results of quantum science and technology to be practical and engineering, actively attract enterprises to participate in the development of quantum science and technology, guide more universities and research institutes to actively carry out basic research and application research and development of quantum science and technology, and promote the deep integration and collaborative innovation of Industry-University-Research. It is necessary to strengthen international cooperation in the field of quantum science and technology and enhance the level and level of international cooperation in the field of quantum science and technology. Efforts should be made to achieve autonomous control of key areas, ensure the safety of industrial chain supply chain, and enhance the ability of China's science and technology to cope with international risk challenges.

Finally, the other party said that the transformation of scientific and technological achievements has a long way to go, and the team is now working hard to promote the practicality of quantum technology. Strengthen the integration with the existing telecommunications network and modern information security system, continuously accelerate market expansion and commercial application, and promote industrial development.

What quantum technology concept stocks are there in A shares at present?

In the A-share market, Keda Guodun Quantum Technology Co., Ltd. is well known. On July 9th, the company's science and technology innovation board was listed in Luo Ming, becoming the first A-share listed company in the field of quantum technology in China. On the first day of listing, Guo Dun Quantum rose more than 1000% and closed up 924%.

In the current A-share market, related concept stocks are mainly concentrated in the quantum communication industry chain. According to the research report of China Merchants Securities, investors are advised to pay attention to the following quantum communication concept stocks:

Countries all over the world have increased their investment in quantum technology.

Quantum information is a new subject developed by the combination of quantum physics and information technology, which mainly includes two fields: quantum communication and quantum computing. Quantum communication mainly studies quantum cryptography, quantum teleportation and long-distance quantum communication technology. Quantum computing mainly studies quantum computers and quantum algorithms suitable for quantum computers.

In fact, not only China, but also the whole world attaches great importance to the research and development in the field of quantum technology. Just this Thursday, US President Trump released a national strategy aimed at promoting the future of key and emerging technologies in the world, including artificial intelligence, military and space technologies, and quantum computing.

As early as 18, US President Trump officially signed the National Quantum Act to accelerate the research and application of quantum technology in all directions, ensure the leading position of quantum technology in the United States, and launch the "moon landing plan" in the quantum field.

According to the bill, the United States will formulate a long-term development strategy for quantum technology and implement the "National quantum scheme" in 10. In the next five years, the government will spend $654.38+27.5 million to carry out research on quantum information technology, of which $400 million will be obtained by the National Institute of Standards and Technology of the United States to formulate standards for the development of quantum technology; The National Science Foundation of the United States received $250 million to support the construction of quantum science and technology talents; The Ministry of Energy obtained $625 million to set up a quantum information research center to speed up scientific and technological research. In addition, the United States will set up a national quantum coordination office to coordinate government agencies, academia and industry to form a common development force.

In addition, EU leaders will ask the European Commission UrsulavonderLeyen to list the strategic weak areas where the EU relies too much on countries such as China and the United States at the EU summit in June 5438+ 10/-2, and propose ways to enhance its autonomy. Leaders will also announce that they hope that "a considerable part" of the 1.8 trillion euros provided to EU countries in the next seven years will be invested in supercomputers and quantum computing, blockchain, people-oriented artificial intelligence, microprocessors, 5G mobile networks or network threat protection and secure communication.

What are the leading quantum communication concept stocks?

1, Huaxing Venture

The company is a private high-tech enterprise dedicated to providing mobile communication engineering technical services and mobile communication value-added application products for mobile communication equipment manufacturers and operators.

2. Dafu Technology

This company is a leading supplier of R&D, RF devices and RF structural parts for mobile communication base stations in China. We are in the forefront in the market share of RF devices, and we are committed to becoming the global leader in RF devices for mobile communication base stations.

We have established a stable cooperative relationship with the world's leading communication equipment suppliers, and our main customers include Huawei, Ericsson and Alang.

3. Lu Sheng Communication

Guangdong Lu Sheng Communication Technology Co., Ltd. is a leading production base of antennas, RF equipment and devices in China. Founded in 1998, the headquarters covers an area of 150 mu, with nearly 1,000 employees. 10 On March 29th, Guangdong Lu Sheng Communication Technology Co., Ltd. was approved and successfully qualified for listing on the small and medium-sized board of Shenzhen Stock Exchange, becoming the first enterprise successfully listed in Sanshui District of Foshan City.

4. Wei Tuo Information

Wei Tuo Information is one of the top 50 Internet enterprises in China, the vice-chairman unit of the International Internet Education Alliance recognized by UNESCO, and an excellent supplier of information technology in the education examination technical service industry in China, and won the China Award for Outstanding Contribution to Education Informatization.

List of Quantum Communication Concept Stocks in 2023

1, Guodian nanrui (600406): the company indirectly holds 5 1% equity of Nanjing nanrui Guo Dun quantum technology co., ltd, which is mainly engaged in the research and development, production and sales of quantum communication products.

2. China Unicom (600050): China Unicom actively carried out research, demonstration and application of network technology based on quantum communication, promoted ITU-T to set up a key research group on quantum secure communication, built the world's first trial commercial quantum encryption trunk line between Beijing and Xiong 'an, and won the highest prize of 19 World Summit on the Information Society.

3. Iflytek (002230): The company holds the equity of Guo Yi Quantum 1.86%. Guo Yi Quantum has the international leading scientific device platform, higher precision and higher resolution quantum sensors and other technologies and products.

4.AVIC Optoelectronic (002179): 65438+On August 20th, 2006, the company said that its products were used in the field of quantum communication.

5. China Great Wall (000066): China Great Wall Quantum Laboratory is a quantum laboratory jointly established by China Great Wall Science and Technology Group Co., Ltd. and a well-known university in Hunan Province, which mainly carries out basic scientific research based on optical quantum and topological superconducting quantum computing, research on quantum software and control system, and research on the processing and preparation of quantum chips.

6. Zhongke Shuguang (6030 19): The company has a small number of time-dependent two-photon sources for quantum communication, and a small number of passive optical fiber devices can be used in the field of quantum communication.

7. Hengtong Optoelectronics (600487): The company is accelerating the construction of the "Yangtze River Delta Quantum Communication Ring Network" and the "Beijing-Tianjin-Hebei Quantum Communication Ring Network", which have been gradually put into operation. At the same time, the company actively promotes the industrial application of quantum communication.

8. Electronic Science Network Security (002268): 65438+June 2009 65438+July 2009 Interactive Platform Reply: The company has carried out post-quantum cryptography research.

9. Ke Hua Data (002335): The company cooperated with Keda Guodun on the security technology of quantum communication, and the two sides expanded the application of quantum communication technology, which has not been applied on a large scale yet.

10, Aerospace Electronics (600879): On March 20th, the company said on the interactive platform that its holding subsidiary Aerospace Long March Rocket Technology Co., Ltd. has carried out relevant research on quantum communication technology on the basis of microwave communication and laser communication.

Quantum communication concept stocks

1, Huaxing Venture

The company is a private high-tech enterprise dedicated to providing mobile communication engineering technical services and mobile communication value-added application products for mobile communication equipment manufacturers and operators.

2. Dafu Technology

This company is a leading supplier of R&D, RF devices and RF structural parts for mobile communication base stations in China. We are in the forefront in the market share of RF devices, and we are committed to becoming the global leader in RF devices for mobile communication base stations.

We have established a stable cooperative relationship with the world's leading communication equipment suppliers, and our main customers include Huawei, Ericsson and Alang.

3. Lu Sheng Communication

Guangdong Lu Sheng Communication Technology Co., Ltd. is a leading production base of antennas, RF equipment and devices in China. Founded in 1998, the headquarters covers an area of 150 mu, with nearly 1,000 employees. 10 On March 29th, Guangdong Lu Sheng Communication Technology Co., Ltd. was approved and successfully qualified for listing on the small and medium-sized board of Shenzhen Stock Exchange, becoming the first enterprise successfully listed in Sanshui District of Foshan City.

4. Wei Tuo Information

Wei Tuo Information is one of the top 50 Internet enterprises in China, the vice-chairman unit of the International Internet Education Alliance recognized by UNESCO, and an excellent supplier of information technology in the education examination technical service industry in China, and won the China Award for Outstanding Contribution to Education Informatization.

Quantum communication concept stocks

1. Communication equipment: Guo Dun Quantum (SH688027), Guangku Technology (SZ300620), Guangxun Technology (SZ00228 1), ST Lu Tong (SZ300555) and Hengtong Optoelectronics (SH600487).

2. National defense industry: Yaguang Technology (SZ300 123), Tianao Electronics (SZ002935), China Haiphong (SH600764), Aerospace Electronics (SH600879) and AVIC Optoelectronics (SZ002 179).

3. Computer equipment: Dianke Netan (SZ002268), Zhongke Shuguang (SH6030 19), China Great Wall (SZ000066), Dahua Intelligent (SZ0025 12) and Suzhou Keda (SH603660).

4. Semiconductors and components: Guo Xin technology (SH688262) and national technology (SZ300077).

5. Insurance and others: Zhejiang Dongfang (SH600 120)

6. Computer applications: __ST Landun (SZ300297), HKUST Dachuang (SZ300520), Tongniu Information (SZ300895), Dipu Technology (SZ300768), Tianrongxin (SZ0022 12), Shenzhou Information (SZ000555)

7. Instrument: Jinka Intelligent (SZ300349)

8. Power equipment: Guodian Nanrui (SH600406) and Ke Hua Data (SZ002335).

9. Automation equipment: South China University of Technology (SZ000988)

10. Auto parts: Yin Lun (SZ002 126)

1 1. Chemical industry: ST Hongda (SZ0022 1 1)

12. Optical Photoelectricity: Shengyang Technology (SH603703)

13. Communication service: China Unicom (SH600050)

14. Architectural decoration: Ningbo Construction Engineering (SH60 1789)