量子技术 · A 股QUANTUM · A-shares
量子计算机。A 股卡位：稀释制冷、控制电子、光模块、特种材料。Quantum computer. A-share chokepoints: Dilution fridge, Control electronics, Optics, Specialty materials.
成品 / 应用End Product / App· 22 子节点sub-nodes量子技术QUANTUMQUANTUM量子技术可编程量子比特处理的整机系统 — 但真正的价值链藏在下游的电力、材料、光模块里Full-system programmable qubit processing platform — but the real value chain lies downstream in power, materials, and optical modules
可编程量子比特处理的整机系统 — 但真正的价值链藏在下游的电力、材料、光模块里Full-system programmable qubit processing platform — but the real value chain lies downstream in power, materials, and optical modules
子系统Subsystem· 9 子节点sub-nodesQPU 量子处理器QPU Quantum ProcessorQPU Quantum ProcessorQPU 量子处理器承载与操控量子比特的核心芯片Core chip that hosts and manipulates qubits
承载与操控量子比特的核心芯片Core chip that hosts and manipulates qubits
部件Component· 4 子节点sub-nodes超导量子比特Superconducting QubitSuperconducting Qubit超导量子比特transmon 等超导线路比特Superconducting circuit qubits such as transmon
transmon 等超导线路比特Superconducting circuit qubits such as transmon
材料Material· 3 子节点sub-nodes约瑟夫森结Josephson JunctionJosephson Junction约瑟夫森结超导比特的非线性核心结构Nonlinear core structure of superconducting qubits
超导比特的非线性核心结构Nonlinear core structure of superconducting qubits
超导金属薄膜(钽近年成主流)Superconducting metal thin films (tantalum has become mainstream in recent years)
结电极/超导层Junction electrode / superconducting layer
低损耗衬底Low-loss substrate
电磁场囚禁离子做比特Electromagnetic field trapping of ions as qubits
光子做比特Photons as qubits
光镊阵列囚禁中性原子Optical tweezer arrays trapping neutral atoms
马约拉纳/硅自旋等下一代路线Next-generation approaches including Majorana and silicon spin qubits
子系统Subsystem· 3 子节点sub-nodes稀释制冷机 / 低温系统Dilution Refrigerator / Cryogenic SystemDilution Refrigerator / Cryogenic System稀释制冷机 / 低温系统mK 级超低温环境(超导比特必需)Millikelvin ultra-low temperature environment (required for superconducting qubits)
mK 级超低温环境(超导比特必需)Millikelvin ultra-low temperature environment (required for superconducting qubits)
低温冷媒Cryogenic coolant
信号下行链路Signal downlink
磁屏蔽与磁体Magnetic shielding and magnets
大家追量子整机,真正稀缺的是给它供电/散热的基础设施 — AI 赛道同理(电力>芯片)Everyone chases quantum hardware, but the true bottleneck is the power and cooling infrastructure — same logic as the AI track (power > chips)
子系统Subsystem· 2 子节点sub-nodes控制电子学 / 微波链路Control Electronics / Microwave LinkControl Electronics / Microwave Link控制电子学 / 微波链路比特读写的微波信号产生与采集Microwave signal generation and acquisition for qubit readout and control
比特读写的微波信号产生与采集Microwave signal generation and acquisition for qubit readout and control
生成脉冲波形Generates pulse waveforms
读出信号低噪放大Low-noise amplification of readout signals
离子阱/光量子/读出都靠光 — 光模块/光互连是最被低估的横向受益Ion traps, photonic qubits, and readout all rely on light — optical modules and optical interconnects are the most underrated cross-sector beneficiaries
超导金属、超纯材料、特气、靶材 — 没有它们没有 QPUSuperconducting metals, ultra-pure materials, specialty gases, and sputtering targets — no QPU without them
量子纠错与编程/编译软件Quantum error correction and programming/compilation software
QPU 微纳加工的光刻/沉积/刻蚀/量测Lithography, deposition, etching, and metrology for QPU microfabrication
数据来源：沪深快照 2026-06-15（导入自原站）。akshare 实时刷新待接入。仅供研究 · 非投资建议。Source: Shanghai/Shenzhen snapshot 2026-06-15 (imported from origin). Live akshare refresh pending. Research only · not investment advice.