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Favorable constant + conceptual hype, will quantum computing be an "investment bubble"?

The concept of "quantum information" was not easy to be understood by the public because of its strong "technological concept" attributes, and lacked "consumption" enthusiasm. However, with the promulgation of the country’s “14th Five-Year Plan” this year, the importance of “quantum information” to the country and to the industry has made it the “sweet pastry” of Zhongxing Pengyue.

It is reported that the term "science and technology" has appeared 36 times in the full text of the "14th Five-Year Plan Proposal", and the "Proposal" has clearly pointed out: "We must target artificial intelligence, quantum information, integrated circuits, life and health, and brain science. We will implement a number of forward-looking and strategic national major scientific and technological projects in frontier fields."

Among them, quantum information is second only to artificial intelligence, which shows to a certain extent its strategic importance in national development.

Take Hefei City in Anhui Province as an example. Following the successful completion of the main goals set in the 13th Five-Year Plan of Hefei High-tech Zone, in September this year, Hefei High-tech Zone officially announced that it would build the country's first quantum computing industrial park.

After the completion of the park, it is expected to introduce 60 upstream and downstream enterprises in quantum computing, bringing in 2,000 jobs. At the same time, it will also promote the agglomeration of the quantum computing industry and enhance the stability of the industrial chain supply chain, which is of great significance to the creation of a quantum industry ecosystem in the province. .


Quantum computing has limitations

The development of quantum computing is huge for time, money, and research investment. At the same time, quantum computers have many physical constraints (some entities need to be placed in an environment of absolute zero), and both analog quantum computers and optical quantum computing can solve this problem. The problem, but they still have other restrictions.

How to release the computational potential of quantum computing is mainly to ensure that the data is reasonably used and the correct questions are asked to answer the questions. The calculation speed of this process will far exceed the current classical computers. To realize the use of the power of data to produce real, practical, and actionable insights and insights, it is necessary to follow the correct data processing procedures. For the future quantum computing industry, there will still be technical limitations, physical limitations, and human limitations.

Which industries does quantum computing apply to?

Quantum computing has high potential value, and the industries that have been significantly affected include agriculture, energy, finance, government services, medical care, transportation and logistics, and will provide entrepreneurial and business opportunities in the field of quantum computing for various industries. Quantum computing is the application field of quantum computing in data prediction, machine learning, artificial intelligence and cryptography, among which the potential application value of cryptography occupies the main evaluation criterion.

The impact of quantum computing on cybersecurity

China’s attention to the overall informatization construction is increasing year by year, and since 2017, the U.S. network security investment is 15 times that of China’s network security investment. Network security involves related hardware, software, service investment, etc. However, this industry has a low degree of concentration and high industry barriers. Chinese local manufacturers are weak and difficult to compete with industry giants.

In-depth insights: Quantum computing will lead a new generation of technological revolution

With the continuous enhancement of quantum technology, its main core concepts include:

(1) Moore's Law is being broken, which will directly affect the sustainable development of the computer industry.

(2) The data collected by all parties are increasing at a very fast rate. The processing methods for the surge data in various industries are constantly increasing the number of servers for data processing. The introduction of quantum computing technology will break the original rules.

(3) Quantum computing is an indispensable tool for the ultimate effective processing of complex data sets, which is mainly manifested in many aspects such as high computing power and strong parallel processing capabilities.

(4) The company's NP problem provides huge business opportunities for quantum computing and analyzing data.

(5) For a large number of multi-region, multi-input, and multi-source data sets that require real-time optimization, the current computing power of traditional computers may not be able to support their processing, but after the commercialization of quantum computing, they can be processed.

(6) The demand for network security and password security makes quantum encryption necessary, which will help the traditional information security industry to carry out a new round of reforms.

Focus on the enterprise

Through in-depth research on high-quality companies in China's quantum computing industry, Tou Leopard Research Institute recommends focusing on Essence Quantum, Huawei, and Guoyi Quantum.






















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