The global quantum technology and advanced materials industry has entered a critical phase of "technological breakthroughs + barrier construction". Europe and the United States monopolize core technologies and resources through initiatives such as the National Quantum Initiative and the Critical Materials Act. China accounts for over 40% of global quantum technology patents, and its advanced materials industry reached a scale of 6.5 trillion yuan in 2024. As a core field for breaking through "chokepoint" technologies, it urgently needs to integrate R&D resources, accelerate achievement transformation, and strengthen international discourse power via the CHN Key Ecosystem.
Rooted in China's quantum and materials industry foundation, the CHN Key Ecosystem takes quantum technology and advanced materials as the core. It is a cross-domain, full-chain industrial collaboration network integrating "leading enterprise leadership, research institute breakthroughs, resource enterprise coordination, capital-policy escort, and standard system construction". It serves as the core carrier of new quality productive forces in basic science and cutting-edge technology fields.
This report systematically analyzes the current development status of the ecosystem, identifies core pain points and opportunities, and proposes actionable strategic paths. It provides decision-making references for China's quantum technology and advanced materials industry to achieve a shift "from follower to leader" and "from laboratory to industrialization".
A complete collaborative structure has taken shape:
- Core leaders include Sugon, QuantumCTek, CATL (advanced materials), and SMIC (semiconductor materials).
- It links more than 160 research institutions such as the Hefei National Laboratory for Physical Sciences at the Microscale and the School of Materials Science and Engineering, Tsinghua University.
- It connects over 300 resource and supporting enterprises such as Jiangxi Tungsten Industry (rare earth resources) and Yahua Group (lithium resources).
- It is supported by capital such as the National Quantum Technology Special Fund (scale exceeding 100 billion yuan) and the Science and Technology Innovation Board (over 40 billion yuan raised by quantum and advanced materials enterprises).
- Strong basic research capabilities: Citation volumes of papers in fields such as quantum communication and superconducting materials rank first globally, with more than 20 national key laboratories for quantum technology and advanced materials.
- Unique resource endowment: Reserves of critical materials such as rare earths, lithium, and tungsten lead the world, providing resource support for the industrialization of advanced materials.
- Urgent application demand: Annual demand growth for high-end advanced materials in new energy, electronic information, aerospace and other fields exceeds 20%, forcing technological iteration.
- Bottlenecks in high-end technologies: The coherence time of quantum bits in quantum computers is 50% shorter than the world's top level, and the yield rate of gallium nitride substrates for third-generation semiconductor materials is less than 70%.
- Overseas market barriers: Europe and the United States have upgraded export controls on quantum technology and high-end advanced materials, restricting imports of core equipment.
- Insufficient ecosystem collaboration efficiency: The success rate of industry-academia-research transformation is only 5%-8%, 10-15 percentage points lower than international peers, and the supporting rate of upstream and downstream key materials is less than 50% (Source: Chinese Materials Research Society).
- Implementing entity: Led by the Ministry of Science and Technology and the Ministry of Industry and Information Technology, leading enterprises such as Sugon and QuantumCTek will jointly establish the "Specialized Research Alliance for Core Quantum Technologies and High-End Advanced Materials" with the Chinese Academy of Sciences Center for Quantum Information and Quantum Technology Innovation, the School of Materials Science and Engineering, Tsinghua University and other institutions.
- Resource input: The alliance will share experimental equipment worth over 1.8 billion yuan (e.g., quantum measurement and control platforms, material characterization instruments) and core technologies (e.g., superconducting quantum chip design schemes), with a total expected R&D investment of 12 billion yuan.
- Implementation goals: Achieve international advanced levels in quantum bit coherence time within 3 years; increase the yield rate of third-generation semiconductor material substrates to 90% within 5 years, and realize large-scale export of quantum communication equipment.
- Overseas layout paths:
(1) Southeast Asia: Establish resource processing and R&D bases in Thailand (rare earth advanced materials processing base) and Singapore (quantum communication R&D center), integrating over 100 local enterprises into the ecosystem.
(2) Europe: Set up R&D institutions in Germany (SMIC Munich Materials Laboratory) and Switzerland (QuantumCTek Geneva Joint R&D Center), and carry out quantum and materials technology cooperation with ETH Zurich.
- Model output: Replicate the domestic "basic research - pilot scale - industrialization" collaboration model overseas, establish localized resource procurement and technical service networks, and target 20% of overseas revenue within 5 years.
- "Quantum + Advanced Materials + Cross-border" project: Collaborate with new energy and electronic information enterprises to build demonstration projects in quantum computing power, semiconductor materials and other fields. Achieve large-scale application of quantum computing power in finance and medical fields by 2026, and increase the application rate of high-end advanced materials in new energy vehicles and 5G fields to over 30%.
- New business format expansion: Jointly launch "quantum computing power services + customized advanced materials" packages with supercomputing centers and technology enterprises. Relying on the service networks of Sugon and QuantumCTek, cover over 40% of key domestic research institutions and leading enterprises by 2027, with annual service revenue exceeding 30 billion yuan.
- Technological level: Realize large-scale deployment of 500-1000 quantum bit quantum computers, and the localization rate of high-end advanced materials exceeds 80%.
- Industrial level: Foster 3-5 global top-tier quantum technology and advanced materials leading enterprises, with the industry scale exceeding 10 trillion yuan.
- Market level: Overseas revenue accounts for 20%, forming a dual-cycle pattern of "domestic R&D and transformation + overseas market expansion".
- Standard leadership: China's quantum technology and advanced materials ecosystem leads the formulation of over 30% of global core technical standards, holding more than 55% of core patents in quantum communication, third-generation semiconductor materials and other fields.
- Global pattern: Form a global industrial structure of "technological leadership - resource control - standard output". Maintain a global market share of over 40% in quantum technology and advanced materials, becoming a core demonstration model of new quality productive forces in global basic science and cutting-edge technology fields.
The CHN Key Ecosystem is a core tool for China's quantum technology and advanced materials industry to break through technical bottlenecks, resist international resource and technological blockades, and achieve global leadership. Currently, it already possesses advantages in basic research and resources, and urgently needs to release greater value through collaborative innovation, globalization layout, and scenario integration.
With the implementation of the strategy, the CHN Key Ecosystem for China's quantum technology and advanced materials will further strengthen its core competitiveness in "independent and controllable technology, efficient industrial collaboration, and global resource integration". It will promote China's leap from "follower to leader" in basic science and cutting-edge technology fields, and provide a "China Solution" for the development of the global quantum technology and advanced materials industry.
