On the morning of October 30th, a collective surge was observed in quantum technology stocks within the A-share market. Notably, Fujida achieved a 30CM daily limit, QuantumCTek saw a rise exceeding 18%, KEDA Group increased by over 11%, Zhejiang Orient and Digital China reached a 10CM daily limit, and NationalChip Technologies rose by over 9%. On the news front, the long-awaited full text of the '15th Five-Year Plan' recommendations was recently officially unveiled. It emphasizes the proactive planning for future industries, exploring diverse technological pathways, typical application scenarios, viable business models, and market regulatory frameworks, aiming to propel quantum technology, biomanufacturing, hydrogen and nuclear fusion energy, brain-computer interfaces, embodied intelligence, sixth-generation mobile communications, and other sectors into new engines of economic growth. According to forecasts from the China Research and Intelligence Institute, the global quantum technology market is projected to surpass $6.1 billion by 2025, with the Chinese market anticipated to reach 11.56 billion yuan, boasting a five-year compound annual growth rate exceeding 30%. A research report by Guotai Junan Securities highlights quantum computing as one of the most disruptive frontier technologies. Citing reports from IBM and the China Academy of Information and Communications Technology, it notes that quantum computing is currently in its early technological development stages, with significant advancements expected in the next 5 to 10 years. QCC data reveals that as of October 29th, China is home to 96,000 enterprises related to quantum computing. In terms of geographical distribution, over half of these enterprises are situated in South and East China, with South China leading at 26.9%. Regarding registration volumes, since 2021, China's quantum computing sector has officially entered a phase of robust growth. The total number of registrations in 2021 surpassed 10 times that of the same period in 2020, reaching 19,800. By October 29th, 2025, China had registered 22,100 related enterprises, marking a 9% increase compared to the same period in 2024.

1. Registration Volume Perspective: This Year's Registrations Exceed 20,000

QCC data indicates a consistent upward trend in the annual registration volume of quantum computing-related enterprises in China over recent years. In 2021, registrations soared to over 10 times the volume of the same period in 2020, totaling 19,800, signifying the official commencement of a vigorous development phase for quantum computing. By October 29th, 2025, China had registered 22,100 quantum computing-related enterprises, reflecting a 9.0% increase from the same period in 2024, with the annual registration volume poised to reach unprecedented heights.

2. Enterprise Inventory Perspective: China Currently Hosts 96,000 Quantum Computing-Related Enterprises

According to QCC data, the expansion of China's quantum computing sector accelerated notably in 2021. By October 29th, 2025, the country boasted 96,000 quantum computing-related enterprises, more than 3.6 times the inventory of the same period in 2021.

3. Regional Distribution Perspective: Over Half Located in South and East China

QCC data reveals that China's existing quantum computing-related enterprises are predominantly concentrated in South and East China, accounting for over half of the total. South China leads with a 26.9% share. Enterprises in North and Central China represent 15.2% and 12.1%, respectively. Northeast China has a relatively smaller inventory, accounting for 2.8%.

Source: QCC