The Anhui Provincial Government recently released the "Implementation Plan for Hefei Comprehensive National Science Center (2017-2020)" (referred to as the "Program"). This initiative aims to address major scientific challenges, boost original innovation, and promote transformative technologies. It is designed to support China's long-term scientific and technological development and the construction of an innovative nation. Among its key components is the National Laboratory of Quantum Information, which is set to play a central role in Hefei’s comprehensive science center. The proposal emphasizes striving to establish this laboratory and maintaining leadership in the field of quantum information.
In terms of stock market interest, quantum communication concept stocks have gained attention. These include companies such as 3D Communication (002115) and CITIC Guoan (000839). Additionally, other related sectors like superconducting quantum interference devices and microwave filters are also being monitored. Stocks involved in this sector include Yongding (600105), Furi Electronics (600203), Baili Electric (600468), Zhongtian Technology (600522), Baosheng (600973), Variety (600770), and Han Cable (002498).
**What Are the Leading Stocks in the Quantum Communication Concept?**
**Leading Stock: 3D Communication (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, including WCDMA, TD-SCDMA, GSM, and CDMA. Its services cover large public facilities such as communities, roads, railways, and tunnels. In 2007, it acquired a 51% stake in Hangzhou Ziguang Network Technology Co., Ltd., enhancing its capabilities in mobile network optimization. The company has received certifications from global leaders like Alcatel and RFS, securing supplier status that supports future growth.
**Leading Stock: CITIC Guoan (000839)**
CITIC Guoan is a high-tech listed company focused on the information industry. It invests in information network infrastructure and develops related services and application software. The company also engages in salt lake resource development and new materials. With over 2.5 billion yuan invested in 17 cable TV projects across seven provinces, it covers nearly 200 million people. Its potassium sulphate and magnesium sulphate projects have won provincial awards, and the company has earned recognition as one of China's most innovative enterprises.
**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 (major shareholder of Shuneng Power), and Tongling Runfeng Group. The company is actively involved in the development of quantum communication in Anhui, positioning itself at the forefront of this emerging technology.
**Leading Stock: Han Cable (002498)**
Han Cable is a national key high-tech enterprise engaged in the R&D, production, and operation of wire and cable. It is a designated manufacturer for power grid construction and transformation. The company produces high-voltage cables, submarine fiber optic cables, and heat-resistant aluminum alloys. With its own research institute and strong quality management systems, Han Cable holds a leading position in the industry.
**Leading Stock: Zhongtian Technology (600522)**
Zhongtian Technology reported strong quarterly performance, with revenue reaching 1.58 billion yuan and net profit rising by 38%. 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 communication optical cables, optical components, and power cables. It serves various industries, including telecom, aviation, and railway. The company has achieved ISO certifications and holds a leading market position in China, with products used both domestically and internationally.
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