According to a research report by Galaxy Securities, the National Development and Reform Commission has explicitly identified quantum technology and sixth-generation mobile communications as pivotal new engines for economic growth. The quantum technology sector is currently undergoing a significant transition, moving from the realm of laboratory research and development into practical industrial applications. Given this context, current investment strategies should prioritize sectors with high technical barriers and well-defined paths to commercialization, specifically focusing on upstream core components and midstream system integration. Additionally, it is advisable to strategically position investments in key core enterprises and their supply chains.
