The Anhui Provincial Government recently issued the "Implementation Plan for Hefei Comprehensive National Science Center (2017–2020)" (referred to as the "Program"). This initiative aims to address significant scientific challenges, enhance original innovation, and promote transformative technologies. It is designed to provide strong support for China's long-term technological development and the construction of an innovative nation. Among its key components is the National Laboratory of Quantum Information, which will play a central role in Hefei’s comprehensive national science center. The plan emphasizes striving to establish the National Laboratory of Quantum Information Science and maintain leadership in the field of quantum information.
In terms of stock market interest, quantum communication concept stocks have attracted attention. These include companies such as 3D Communications (002115) and CITIC Guoan (000839). Additionally, other related sectors involve superconducting quantum interference devices and microwave filters, with companies like Yongding (600105), Furi Electronics (600203), Baili Electric (600468), Zhongtian Technology (600522), Baosheng (600973), Variety (600770), and Han Cable (002498) involved.
**What are the leading stocks in the quantum communication concept?**
**Leading Stock - 3D Communications (002115)**
3D Communications is a national key high-tech enterprise specializing in wireless products and network coverage solutions. The company provides wireless network extension, optimization, and system integration across multiple platforms such as WCDMA, TD-SCDMA, GSM, and CDMA. Its services cover large public facilities including communities, roads, railways, tunnels, and digital television broadcasting networks. In 2007, it acquired a 51% stake in Hangzhou Ziguang Network Technology Co., Ltd., enhancing its capabilities in mobile network optimization. The company has also earned certifications from global leaders like Alcatel and RFS, securing supplier qualifications that support future growth.
**Leading Stock - CITIC Guoan (000839)**
CITIC Guoan is a high-tech listed company engaged in the information industry, focusing on infrastructure investment and service development. It also develops salt lake resources and new materials. The company has invested heavily in cable TV projects, covering nearly 200 million people across 14 cities in seven provinces. Its achievements in potassium sulphate and magnesium sulphate production have won awards, and its lithium carbonate output ranks first in China. The company has received numerous accolades, including recognition as one of the most innovative enterprises in China.
**Leading Stock - Anhui Yongneng Power (000543)**
Anhui Quantum Communication Technology Co., Ltd. was established by the University of Science and Technology of China, Anhui Yongneng Group, and Tongling Runfeng Group to advance quantum communication initiatives in Anhui.
**Leading Stock - Han Cable (002498)**
Han Cable is a national key high-tech enterprise focused on wire and cable R&D, production, and operations. It produces high-voltage power cables, submarine fiber optic cables, and aluminum alloy wires. The company holds a provincial technology center and a research institute, and its products are widely used in telecom, aviation, railway, and other sectors. It is recognized as one of China’s leading cable manufacturers.
**Leading Stock - Zhongtian Technology (600522)**
Zhongtian Technology reported strong financial performance, with operating income rising by 20% and net profit increasing by 38% year-on-year. The company is involved in quantum communication and has partnered with the Shanghai Research Institute of the University of Science and Technology of China on quantum security communication projects.
**Leading Stock - Yongding (600105)**
Yongding is a professional manufacturer of optical cables, communication cables, and power equipment. It adheres to strict quality standards and has gained a strong market presence. Its products are used in telecom, aviation, railways, and international markets, making it one of the largest cable producers in China.
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