Core Viewpoint - The company is focused on integrating quantum technology with information security, launching a series of quantum security chips and modules to address potential threats from quantum computing [1] Product Offerings - The main products include terminal application quantum security chip A5Q, cloud and server application quantum security chip CCP907TQ, terminal application quantum security modules CCUMU2Q01 and CCUMU3Q02, and cloud and server application quantum MiniPCI-E cryptographic card CCUPM2Q04, as well as quantum PCI-E cryptographic cards CCUPH2Q03 and CCUPH3Q03 [1] - Several quantum security products have been adopted and sold by significant enterprises in the quantum field, such as China Telecom Quantum, Wentian Quantum, and Hefei Silicon Zhen, successfully applied in critical sectors like power and communication [1] Strategic Development - The company's development strategy employs a "Quantum+" approach, aiming to upgrade the "cloud-edge-end" self-controlled high-security cryptographic chip system using quantum security technology [1] - The goal is to provide cryptographic products and solutions that can withstand quantum computing threats for key industry clients in finance, communication, power, and the Internet of Things [1]

Core Viewpoint - The company is actively investing in quantum security technologies, particularly in quantum computing and anti-quantum cryptography, through strategic partnerships and equity stakes in advanced firms [1] Investment in Quantum Security - The company holds a 11.46% stake in Hefei Silizhen Chip Technology Co., making it the largest shareholder outside of the founding management team [1] - It provides customized design and mass production services for key optical processing chips for Hefei Silizhen's QRNG chips [1] - A joint laboratory for quantum chips has been established with Hefei Silizhen to collaborate on research and industrialization of quantum security chips in IoT and cloud computing sectors [1] Collaboration with Innovative Enterprises - The company has also invested in innovative firms such as Shanghai Hongge Post-Quantum and Xinda Yimi, which are recognized for their advanced technologies in anti-quantum cryptography [1] - It engages in comprehensive R&D and application cooperation with Shanghai Hongge Post-Quantum and has successfully developed the anti-quantum cryptography chip AHC001 in collaboration with Xinda Yimi [1] Comprehensive Industry Engagement - Through investments and collaborations covering key segments of the industry chain, the company is enhancing its connections at the capital level and fostering in-depth cooperation in technology R&D, product definition, and solution implementation [1] - The company is continuously advancing the iteration and industrialization process of quantum security and anti-quantum cryptography chips [1]

Summary of Key Points from the Conference Call Industry Focus - The discussion centers around the **quantum computing industry**, highlighting its potential for investment opportunities in the near future [1]. Core Insights and Arguments - The company emphasizes that **quantum technology** is a promising investment theme, suggesting a phased approach to investment in this sector [1]. - It is anticipated that by **2026**, multiple provinces will likely initiate tenders for **hyper-converged computing** systems, which is expected to benefit leading companies such as **Guodun Quantum** [1]. - In terms of applications, **Guoxin Technology** has recently developed quantum chips for **L4 safety in intelligent driving**, marking a significant step towards practical applications of quantum technology in this field [1]. Individual Stock Insights - The company highlights **Hexin** as a stock to watch, indicating that it is expected to see developments soon, and suggests that the negative impacts from ST (Special Treatment) have largely been absorbed [1]. Investment Recommendations - The company recommends investing in the following stocks: - **Guodun Quantum** - **Hexin Instruments** - **Guoxin Technology** [1].

Core Insights - The company is actively advancing the application of quantum-resistant technology in its automotive electronic chips to address security challenges posed by the rapid development of quantum technology [2] - The newly developed automotive-grade high-end AIMCU chip, CCFC3009PT, integrates quantum-resistant cryptographic algorithms compliant with international standards such as NIST FIPS 203 and FIPS 204, establishing a security protection system for the era of quantum computing [2] - The CCFC3009PT chip has completed tape-out and is currently undergoing internal testing, targeting high-end applications in automotive intelligent domain control, assisted driving, and cross-domain integration [2] Technical Specifications - The chip utilizes a multi-core RISC-V architecture combined with a dedicated NPU unit, achieving advanced levels of computing performance and energy efficiency [2] - It features a deeply optimized hardware security module (HSM) that significantly enhances encryption and decryption efficiency as well as real-time response capabilities [2] - This design strengthens the chip's capabilities in data encryption, identity authentication, and communication security within the Internet of Vehicles environment, further solidifying the company's technological barriers and core competitiveness in the automotive electronic chip sector [2] Market Strategy - The company is actively promoting the subsequent testing, validation, and customer onboarding processes for the CCFC3009PT chip, accelerating the industrial application of domestically produced high-end automotive chips [2]

Market Overview - The A-share market experienced an overall upward trend on February 9, with the ChiNext Index rising over 3% and more than 4,400 stocks gaining [1][2] - The Shanghai Composite Index closed at 4,113.28 points, up 1.17%, while the Shenzhen Component Index rose by 2.07% and the Sci-Tech Innovation Board Index increased by 2.22% [1][2] Sector Performance - The communication sector saw significant gains, with an increase of over 5% during the session, leading to a surge in individual stocks reaching their daily limit [2] - Notable stocks included Tianfu Communication and Guangku Technology, both hitting the daily limit and achieving historical highs [2][3] Individual Stock Highlights - Tianfu Communication (300394) and Guangku Technology (300620) both recorded a 20% increase, closing at 303.56 and 188.28 respectively [3][5] - Other notable performers in the communication sector included Taicheng Light (300570) with a 16.27% rise and Changru Technology (688143) with a 14% increase [3] Media and Electronics Sectors - The media sector also performed well, with an overall increase of over 3%, featuring multiple stocks like Zhongwen Online and Rongxin Culture hitting their daily limit [4][5] - The electronics sector saw a rise of over 2%, with stocks such as Juguang Technology and Tengjing Technology achieving significant gains of 19.45% and 14.47% respectively [6] Other Sector Performances - Other sectors such as comprehensive, machinery, power equipment, and computers also showed strong performance, while sectors like oil and food and beverage lagged behind [6]

Core Viewpoint - The A-share market has seen a significant rally in semiconductor stocks, indicating strong investor interest and potential growth in this sector [1] Group 1: Stock Performance - Guoxin Technology has increased by over 13% [1] - Xinyuan Technology has risen by more than 12% [1] - Changguang Huaxin and Huahai Chengke have both gained over 9% [1] - Guoke Microelectronics, Canxin Technology, Taiji Industry, Yuanjie Technology, and Guangliwei have all seen increases of over 7% [1] - Huaya Intelligent, Jiangfeng Electronics, China Shipbuilding Industry, Dike Co., Changdian Technology have all risen by over 6% [1] - Moer Thread, Tianyue Advanced, Zhaoyi Innovation, and Cambrian have all increased by over 5% [1]

Group 1 - The A-share semiconductor market is experiencing a collective surge, with notable stocks such as Guoxin Technology rising over 13% and Xinyuan shares increasing by more than 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion for the first time this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the speed at which the semiconductor market is surpassing the $1 trillion mark is much faster than anticipated, which is a positive sign for the entire business world [1] - The significant demand for new data center computers is generating substantial profits for companies like NVIDIA and Micron Technology, allowing the industry to consistently exceed growth expectations [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a remarkable acceleration in growth [1]

Group 1 - The semiconductor sector in the A-share market has shown significant strength, with notable stock increases such as Guoxin Technology rising over 13% and Xinyuan shares increasing over 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the semiconductor market's rapid growth to surpass the $1 trillion mark is a positive sign for the entire business world, with demand for new data center computers significantly benefiting companies like NVIDIA and Micron Technology [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a faster-than-expected growth trajectory [1]

Group 1 - The A-share semiconductor sector experienced a rebound on February 5, with notable gains in several stocks [1] - Guoxin Technology saw an increase of over 10%, indicating strong market interest [1] - Other companies such as Yandong Micro, Ashi Chuang, Chip Source Micro, Fuman Micro, Yangjie Technology, and JieJie Microelectronics also followed the upward trend [1]

Core Viewpoint - Guoxin Technology's self-developed RAID control chips and array card products adhere to industry-standard interfaces, ensuring good hardware compatibility and adaptability to various domestic storage devices [1] Group 1: Product Development and Compatibility - Guoxin Technology's RAID series products are fully compatible with mainstream domestic CPU platforms such as Feiteng, Longxin, Haiguang, and Zhaoxin, as well as domestic operating systems like Kirin and Tongxin UOS [1] - The company's products have been applied and mass-produced in key areas including storage servers, industrial control and edge computing, 5G communication base stations, and video security NVRs [1] Group 2: Strategic Focus and Industry Integration - The company actively integrates into the domestic computing ecosystem and supports collaborative development across the industry chain [1] - Guoxin Technology will continue to focus on collaboration opportunities within the domestic storage industry chain, aligning with the overall strategy of self-control and optimizing related adaptations and solutions [1]