Quantum communication is a new communication method, which can fundamentally solve the information security problems in national defense, government affairs, finance, commerce and other fields. Quantum communication may provide key technologies for a safer navigation system. So, what are the three leading stocks of quantum communication?

What are the three leading stocks of quantum communication?

Zhongke Shuguang's latest share price is 4 1.58 yuan, with a total market value of 5465438+39 million yuan; Zhongke Shuguang and Quantum Network released the world's first integrated QC server for cloud security based on quantum communication.

2. The latest share price of Zhongtian Technology is 1 1.08 yuan, with a total market value of 33.973 billion yuan. The first international trunk line of wide-area optical fiber quantum secure communication will ensure communication safety and will not be eavesdropped. Quantum communication will make great contributions to solving the problems of high-speed transmission, calculation and confidentiality, and the leading shares of communication equipment such as optical fiber are expected to benefit from it. Zhongtian Technology is one of the professional enterprises with the most complete variety of optical cables in China, and the domestic market share of special optical cables (power cables and submarine cables) is as high as 30%-40%. Among them, ADS and OPGW are the first batch of products that have passed the national appraisal in China, and the market share in China is the first (ADS accounts for more than 50%), and the overseas market share is close to 8% (it has been exported to the EU, Southeast Asia and other places in batches); SOFC is known as the "king of optical cables" and has world-class technical strength.

3. The latest share price of Zhejiang Dongfang is 6.89 yuan, with a total market value of 153438+0 billion yuan. Participating in Warren Quantum and Keda Guodun Quantum (688027) shares directly benefits from the development of quantum communication industry and is expected to become a capitalization platform for future quantum communication. It is the first quantum communication industry platform in Zhejiang Province, and both parties have established fixed network construction and operation business, mainly engaged in quantum secure communication in Zhejiang Province; Shenzhou Quantum Company is the world's first contractor's commercial quantum communication trunk line-Shanghai-Hangzhou trunk line.

Development dilemma of quantum communication industry;

(1) The underlying technology is difficult to break through.

Quantum key distribution technology manipulates and processes microscopic physical objects at a single quantum level. Efficient single photon detection, high-precision physical signal processing, high signal-to-noise ratio information modulation, retention and extraction are obstacles to further breakthrough of quantum key distribution ability. Optoelectronic integration, deep refrigeration integration, high-speed and high-precision ASIC and other technologies are the "thresholds" that quantum secure communication equipment must cross in the direction of miniaturization, high reliability and low cost. The breakthrough of these low-level technologies largely depends on the research of new materials, new technologies and new methods and the support of micro-nano processing integration, which has high technical difficulty and uncertainty, and also faces the unfavorable situation of high investment, high risk, international technical competition and technical constraints.

(2) Limited industrial chain construction capacity

As a new frontier technology, quantum secure communication is not supported by Industry-University-Research, and enterprises are not involved enough in the research of the underlying core technologies of quantum secure communication. The domestic supply capacity of some core components is still insufficient, especially the selection of high-performance components is less; The number of enterprises mastering the core technology of product research and development is small, and the supply capacity is limited; Products and applications lack comprehensive and systematic solutions.

The construction and cultivation of these industrial chain links need coordination and accumulation in many aspects, including the growth of upstream and downstream teams in the quantum secure communication industry, the integration with existing telecommunications networks and the enrichment of product systems.

(3) The cultivation of market ecology is in the primary stage.

From the user's point of view, there is still some "mystery" in the current quantum secure communication technology, and the industry users with security needs still lack full understanding of the methods and guarantee degree of applying quantum secure communication; On the other hand, the system of industry standards, qualifications, evaluation and certification is basically in a blank state and needs to be built urgently. Similar to the early development of computer, Internet and other industries, quantum secure communication takes time, and forms market interaction through application, promotion, authentication and supervision to promote the continuous upgrading of the industry.

The development prospect of quantum communication industry;

(1) Policy support has promoted the development of quantum communication industry and enterprises.

13 years, China deployed and built the world's first long-distance quantum secure communication "Beijing-Shanghai trunk line", and took the lead in demonstrating the application of related technologies and gained a series of valuable experiences. In order to further maintain China's leading position in the development of quantum communication industry in recent years, local governments and departments at all levels attach great importance to and promote quantum communication, support the development of quantum technology, and build a quantum secure communication network.

(2) The initial formation of the quantum secure communication industry chain has promoted technological innovation and upgrading.

In the development process of more than ten years, China's quantum secure communication technology has gradually taken the lead in the world, and its industry has also taken the lead in the world, initially forming an exploratory industrial chain. As a quantum cryptography technology to solve security problems by new physical means, its application in the security field must meet the requirements of traditional commercial customers in terms of cost, performance and applicability, which also promotes the continuous evolution and development of QKD technology.

(3) The new security challenges brought by quantum computing promote the development of quantum security technology.

Quantum key distribution technology based on the basic principles of quantum physics can ensure security even if the key is distributed through unsafe channels. Combining the "one-time-one-secret" scheme or other encryption algorithms can effectively improve information security and resist the security threats brought by quantum computing.

Quantum communication concept stocks

In fact, quantum communication, as an emerging strategic commanding height of the information and communication industry in the future, has become one of the main battlefields of national scientific and technological strength competition. The three leading stocks of quantum communication are: Sichuang Electronics, South China University of Technology and 3D Communication. Among them, South China University of Technology is the first high-tech company listed in the industrial restructuring of universities in Central China, with the stock code of 000988.

Among the concept stocks related to quantum communication, Sanlux: The company established Shanxi Sanlux Quantum Communication Network Co., Ltd. to promote the construction of Shanxi quantum communication security network. Zhejiang Dongfang: The company's subsidiaries are deeply involved in the quantum communication industry, and it is expected to share the industrial development dividend through participating in the leading branches of the industry, Daguodun and Shenlaizhou Quantum. There are also 600764 China Haiphong, 000555 Shenzhou Information, 300 123 Yaguang Technology, 002369 Zhuo Yi Technology 603660 Suzhou Keda and so on.

What is quantum technology?

Let's take a look at what "quantum" is. Quantum is actually "the smallest unit of discrete change". What is discrete change? This is a mathematical concept. For example, if we want to count an animal, we can have one cat, two cats and three cats, but you can't have half a cat. Another example is counting the number of people in the mall. One person, two people and three people. There can't be half a person, one third of the people and so on. If something can only change discretely, we say it is "quantized".

In fact, quantum technology is also a variety of development technologies of quantum information.

At present, quantum technology mainly has four application fields: quantum communication, quantum calculation, quantum simulation, quantum sensing and measurement. At present, China's quantum communication technology research and development and industrial innovation achievements are in the forefront of the world and belong to the first echelon in the world. Quantum communication is a communication technology that uses quantum states as information carriers to exchange information. In principle, it ensures that unauthorized parties cannot copy and steal the information transmitted in the quantum channel. In the long run, industrial application scenarios are very extensive, including network information security, quantum communication trunk lines, quantum metropolitan area networks, finance, national defense and so on.

In the current A-share market, related concept stocks are mainly concentrated in the quantum communication industry chain.

Guo Dun Quantum: The company belongs to the Science and Technology Innovation Board and is the first enterprise engaged in the industrialization of quantum communication technology in China. The company is mainly engaged in the research and development, production, sales and technical services of quantum communication products, and systematically provides software and hardware products for the construction of various optical fiber quantum secure communication networks and satellite-ground integrated wide-area quantum secure communication ground stations.

In addition, the listed companies holding Guo Dun Quantum shares include Zhejiang Dongfang, Yin Lun and Guoyuan Securities.

Le Kai Science and Technology: Private network communication and quantum secure communication services are one of the company's main businesses, with outstanding industry status. The company's main products in the field of quantum communication: quantum secure data link communication terminal, quantum secure data link storage terminal, quantum multi-network conference system, etc. We have obtained 6 invention patents and 7 software copyrights related to quantum communication technology.

Shenzhou Information: Since 12, we have been deeply involved in the field of quantum communication. At this stage, its business has covered the construction of quantum communication networks, operation and maintenance services and application development. The company has a good cooperative relationship with Guo Dun Quantum in the field of quantum communication. The two sides have carried out close cooperation in key quantum secure communication projects such as Beijing-Shanghai trunk line, Wuhan-Hefei trunk line, Shanghai-Hefei trunk line, Hanguang trunk line, Han Jing trunk line and Guangdong-Hong Kong-Macao Greater Bay Area trunk line, as well as construction projects such as Beijing, Zaozhuang metropolitan area network project and central bank RCPMIS, and indirectly hold about 0.75% equity of Keda Dun Quantum Technology Co., Ltd.

Guodian NARI: NANING NARI Guo Dun Quantum Technology Co., Ltd. was established by a joint venture between its subsidiary ICT and Guo Dun Quantum, specializing in quantum communication technology research, product development, production, sales and software and hardware integration services. At present, the company carries out technical research, equipment development and demonstration project construction in quantum security (secure communication) and quantum measurement based on power grid application scenarios.

Sanlux: Pu Ru Quantum Technology Co., Ltd., a subsidiary of the company, actively seeks the development of quantum communication field, reserves a number of patented technologies, and indirectly participates in Zhejiang Shenzhou Quantum Network Technology Co., Ltd.

Suzhou Keda: The company's quantum network presentation equipment belongs to the video communication terminal. When deployed in a quantum network, it is necessary to communicate with quantum encryption devices and obtain corresponding authorization. The quantum network demonstration equipment tailored by the company for CUHK is deployed in the Quantum Command Center of CUHK and Shanghai Research Institute. The company also established a joint venture with Guo Ke Quantum Co., Ltd. in Shanghai.

Optical Communication Technology: The company shares in Shandong Guoxun Quantum Core Technology Co., Ltd., mainly engaged in the research and development, production and sales of quantum information photoelectric devices, and has a layout in the field of quantum communication.

Optical library technology: a few passive optical fiber devices of the company can be used in the field of quantum communication.

Ke Hua Hang Seng: The company has announced cooperation with Keda Guodun in quantum communication security technology, and both parties will expand the application of quantum communication technology.

Zhejiang Dongfang: The company holds 5 1% equity of Zhejiang Shenzhou Quantum Communication Technology Co., Ltd., mainly engaged in the construction and operation of quantum communication trunk lines and websites.

Aerospace electronics: Aerospace Long March Rocket Technology Co., Ltd., a subsidiary of the company, has carried out relevant research on quantum communication technology on the basis of microwave communication and laser communication.

Nanyang shares: Tianrongxin, a wholly-owned subsidiary, actively cooperates with domestic and foreign cloud vendors such as Huawei. Tianrongxin continues to strengthen its research in the field of cutting-edge security technology, focusing on the next generation Internet, cloud computing, big data, Internet of Things, industrial Internet, mobile Internet, quantum communication encryption, artificial intelligence and other fields.

Lu Sheng Communication: The company has carried out research on quantum communication technology.

Wei Shitong: In recent years, the company has continuously increased its investment in scientific and technological innovation in the frontier fields of cryptography such as cryptographic algorithm analysis and design, quantum cryptography, homomorphic cryptography and blockchain.

Fei Lixin: The company and Anhui Wentian Quantum have carried out in-depth cooperation in the fields of quantum secure communication, security situation awareness, information security technical services, cloud computing, security products and training. At present, the first batch of 100-megabit bandwidth transmission encryption system products jointly launched by both parties have been supplied, deployed and used. The products have realized two-way 100-megabit line speed transmission, nanosecond jitter and national secret encryption algorithm encryption, effectively combining the frontier advantages of quantum technology in key generation and transmission with Feilixin's Internet transmission reinforcement products.

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