WAIC2026 Observation: Under the reframing of the computing power paradigm, how can Guofu Quantum (00290) use “capital+ecology” to solve the key situation of quantum commercialization?

Zhitongcaijing · 3d ago

The Zhitong Finance App learned that recently, the 2026 World Artificial Intelligence Conference (WAIC) “Future Computing · Future Computing” forum was held in the Red Hall of the Shanghai World Expo Center. As one of the co-organizers of this forum, Guofu Quantum (00290)'s deep participation attracted widespread attention from the capital and industry community.

If the signal conveyed by this year's WAIC is that the computing power industry is moving from a single “computing power stack” to a deep-water area of “paradigm restructuring” and “application implementation”; then as a cross-border cross-border technology innovation investment platform based in Hong Kong, backed by the Greater Bay Area, and facing the international community, Guofu Quantum has used actions to provide commercialization answers: technological breakthroughs require not only lower-level computing power production, but also strong capital ties, financial empowerment, and a closed loop of application scenarios.

Guofu Quantum is using its unique financial and ecological advantages to open up the “last mile” of commercialization of quantum technology.

1. Computing power hits the “first wall”: the computing power ecosystem urgently needs financial and scenario empowerment

At the WAIC forum, Academician Gao Wen, director of the Pengcheng Laboratory, and a number of top scholars, including Professor Daniel Kammen of Johns Hopkins University in the US, pointed out that traditional intelligent computing and big models are facing physical and economic limits such as computing power supply, network transmission, and energy consumption costs. The search for new underlying computing power paths and security guarantees has become the focus of global hard technology competition.

However, as cutting-edge technologies such as quantum computing and quantum cryptography move from laboratories to large-scale industrialization, they often face two major pain points: first, the hard technology research and development cycle is long, the funding threshold is high, and there is a lack of long-term cross-border capital support; second, the technology lacks real high-frequency application scenarios and commercial ecological entry.

In the “Vision - Academia, Capital and Ecology: Future Computing Power Sharing Technological Advances” dialogue session, Mr. Liu Haoyuan, Chief Operating Officer of Guofu Quantum attended as a company representative and discussed on the same stage with representatives of academia and the capital community. During the conversation, he profoundly pointed out that the commercialization of hard technology must not only stop at laboratory papers and hardware parameters; it is also necessary to use capital leverage and industrial ecology to allow computing power technology to find a true foothold and a closed loop of sustainable business.

ddf05986507dca59fdcc8761d35485e1.jpg

Figure 1: Forum conversation session

Mr. Liu Haoyuan, Chief Operating Officer of Guofu Quantum

2. Major launch of industry alliances: join hands with leading forces to enter a new stage of clustering

The presentation of the results of the forum ushered in the highlight of this year's WAIC quantum technology section — the official launch of the “Quantum Intelligence Industry Alliance”.

As one of the first important member companies, Guofu Quantum joined hands with leading industry players such as Hong Kong Guodian Quantum, Quantum Cyclone Technology, and Huayi Quantum to participate in the launch ceremony of the “Quantum Intelligence Industry Alliance”. Ms. Sun Qing, chairman of the board of directors of Guofu Quantum, took the stage to witness. The official launch of the “Quantum Intelligence Industry Alliance” marks the completion of a key node in the quantum computing power industry-university-research collaboration network, and has also injected new momentum into the ecological construction of China's quantum computing industry.

2a0a59d30fd1fc0f2cf02004a1983e25.jpg

Figure 2: “Quantum Intelligence Industry Alliance” launched

Fifth on the left is Ms. Sun Qing, Chairman of the Board of Guofu Quantum

Among them, Guofu Quantum is an accurate card “industry-university-research integration and ecological enabler”, and will actively promote the industrialization of quantum cryptography and secure computing power. In the future, it is expected that top quantum computing power technology and quantum cryptography technology within the alliance will be introduced into high-value financial security and digital asset scenarios to complement each other's advantages upstream and downstream of the industrial chain.

III. Two-wheel drive of capital and technology: Guofu Quantum's hard technology strategic layout

In addition to its strong strength in ecological alliances, Guofu Quantum has also shown strong strategic strength in investment and organizational construction in the field of science, innovation, and hard technology. The company gives full play to its advantages based in Hong Kong and has cross-border financial qualifications, and continues to deepen its in-depth layout in the field of cutting-edge technology through “investment+empowering + introduction of top talents”:

1. Strategic investment in Hengsheng Technology: As an important part of the science and innovation layout, Guofu Quantum strategically invests in Hengsheng Technology, a leading quantum technology company. Hengsheng Technology is a quantum technology industrialization and engineering platform based on the quantum technology industrialization and engineering platform set up by the University of Science and Technology of China and the Hefei National Laboratory. It is one of the few market-based entities in China that has penetrated the entire chain of “basic research - technical research - incubation of achievements - industrial implementation”. This layout not only strengthens Guofu Quantum's strategic forward-looking nature in the field of quantum technology, but also lays a solid foundation for deep collaboration between the two sides in commercializing quantum technology and expanding application scenarios in the future.

2. Physical scientists join: Hard technology competition boils down to competition for talent. Guofu Quantum has appointed Dr. Ren Hongyu, who has a deep academic background and industry experience in the cross-border field of high energy physics and artificial intelligence, as the company's Chief Technology Officer (CTO). This strategic talent appointment has strengthened the company's top-level design and R&D capabilities in the fields of “physics+AI” and quantum technology, and provided strong professional support for the company's future technology research and ecological investment.

3. Strategic investment quantifier: At the level of physical AI and intelligent applications, Guofu Quantum plans to strategically invest in the “first smart species” quantifier in Hong Kong stocks. This layout helps combine Guofu Quantum's exploration in cutting-edge quantum technology with the mature advantages of quantifiers in “hardware carriers+data drivers+ecological collaboration”. Guofu Quantum has officially entered the physics-AI base model and smart hardware circuit, extending its business layout from quantum technology to the field of physical models and intelligent hardware, and further strengthening its science and innovation attributes.

Conclusions

WAIC's voice in 2026 clearly shows that the next era of computing power and artificial intelligence is an era for ecosystem builders.

From a cross-border financial platform based in Hong Kong to an innovative pioneer in the field of industry-university-research integration and application implementation of quantum technology, Guofu Quantum is using capital as a link and scenario driven to push cutting-edge quantum technology and digital assets to a wider commercial stage. In this long-distance race for future computing and security defense, this “capital+scenario+ecology” cross-border integration paradigm is showing strong vitality and room for imagination.

With the accelerated evolution of the “Quantum+” ecosystem, Guofu Quantum is not only laying the foundation for future computational changes, but also outlining a blueprint for capital to grow rapidly over the technology cycle.