Policy funds drive both wheels, Hong Kong stocks quantum targets set up the layout window GOFINTECH QUANT (00290) anchors cross-border integration opportunities.

In recent performance of the two cities of Hong Kong A shares, the technology sector of Hong Kong stocks has gradually warmed up. Hard technology has become the focus of fund layout. Quantum technology, as a national strategic track, coupled with intensive policy incentives, has seen a continuous increase in sector attention. As of the close of February 10, the Hang Seng Technology Index has rebounded, with the performance of quantum concept targets in Hong Kong stocks shining. Although the quantum computing sector of A shares fell slightly by 1.57% on that day, the battle of main funds has intensified, and the long-term growth logic remains unchanged. The quantum track of Hong Kong A shares presents an investment feature of "convergence in differentiation". On the policy front, quantum technology has received multiple dividends. On February 3, the Hong Kong Monetary Authority announced the Fintech Promotion Blueprint, launching four measures including the Quantum Readiness Index, as a concrete implementation of the "Fintech 2030" strategy, signaling the upgrading of Hong Kong's financial technology to the quantum security field. In mainland China, Sichuan issued the Action Plan for Breakthrough Development of Quantum Technology Industry, Guangdong cooperated with Hong Kong and Macao to build an innovation community, and high-level platforms such as the Guangdong-Hong Kong-Macao Greater Bay Area Quantum Science Center accelerated their formation, establishing a policy support system of "national + regional" to lay the foundation for the cross-border development of the quantum industry. In the A-share market, Quantumctek Co., Ltd. (688027.SH) as a leading company in the field of quantum communication, has shown a steady upward trend in its stock price recently, accompanied by the advancement of the quantum technology strategic layout in the "Fourteenth Five-Year Plan". China Telecom Corporation (00728), with its first-mover advantage in the construction and industrial application of quantum communication networks, has also attracted market attention. In terms of Hong Kong stocks, the scarcity of quantum targets is evident, with GOFINTECH QUANT (00290) showing stable performance, closing at 2.83 Hong Kong dollars on February 10, with a daily increase of 2.91% and a cumulative increase of 44.39% in the past three months. Trading volume steadily increased, indicating the recognition of its long-term value by funds. Under the heat of the industry, the development of the quantum industry in Hong Kong has reached a critical juncture. On February 9, Chinese Academy of Sciences academician Peng Chengzhi visited Hong Kong and conducted in-depth dialogues with the Hong Kong Trade Development Council and Legislative Council to outline a "Three-tier Advancement" strategic blueprint for the quantum industry in Hong Kong. GOFINTECH QUANT, as the full-time organizer of this exchange, has become the core link of government-enterprise-academic collaboration, and its market-driven role is gradually becoming apparent. Academician Peng Chengzhi proposed that Hong Kong, with the advantages of "one country, two systems", financial ecosystem, and internationalization, is expected to become a global hub for "finance + quantum" integration, a blueprint that is highly compatible with the development layout of GOFINTECH QUANT. It is reported that GOFINTECH QUANT has established a systematic layout in the field of quantum technology through the dual-wheel drive mode of "strategic cooperation + capital empowerment". The company has established strategic partnerships with leading quantum technology companies: investing in quantum computing company Quantinuum Technology, and establishing a joint venture company with QuaMi Quantum to promote the application of quantum random number technology. In addition, the company is relying on its position as an international financial center in Hong Kong to build a full-cycle empowerment system of "capital + platform + ecosystem", exploring the establishment of a global quantum technology industry investment and financing platform. Leveraging the advantages of "mainland technology + Hong Kong finance", GOFINTECH QUANT leads the formulation of a roadmap for the quantum industry in Hong Kong, focusing on scenarios such as quantum financial security, and creating a cross-border highland for the quantum industry through government-industry-academia-research collaboration. Previously, Galaxy Securities released a research report, pointing out that the development of quantum technology exceeds expectations, and leading investments ahead of the curve can be expected. CICC believes that quantum computing, as the frontier direction of a new round of technological revolution and industrial transformation, is accelerating from experimental verification to commercial application. As an early layout enterprise, GOFINTECH QUANT's dual-wheel model of "technology + finance" has initially formed a synergistic effect, and in the future, with the maturity of relevant technologies and the expansion of application scenarios, the company is expected to occupy a favorable position in the construction of the quantum financial ecosystem. The visit of the academician to Hong Kong and the in-depth exchanges between government-enterprise-academia sectors further clarified the development path of Hong Kong in the field of quantum finance. The secondary market's continued attention to related themes, GOFINTECH QUANT and other enterprises with first-mover advantages may continue to benefit from policy support and industrial development dividends, providing investors with scarce investment targets.