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|2024 05 11 2024 3 2024 2024 18/2024 2024 2023 5059.5 2026 10644.6 eVTOL 2026 95 eVTOL/1 2 iCV TA&K 2035 8000 3 QKD PQC QRNG 4 ICV 2023 14.69 2035 39 CAGR 7.79%5 1 2 2022 17.4 2027 33 3 2023 10 24 NEO 4 Yan S0680518090001 1 2024-05-06 2 2024-05-05 3 2024-04-28-48%-32%-16%0%16%32%2023-05 2023-09 2024-01 2024-05 300 2024 05 11 P.2.4.11.21.21 FDA.24.28.30 1.4 2.4 3.5 4.6 5/.7 6 2024.7 7.8 8 eVTOL.9 9.9 10.11 11.12 12.13 13 504.13 14.13 15 20212035.13 16 2023&2035%.14 17 2030&2035.14 18 2030 2035%.14 19.15 20.15 21.16 22 QKD 2023-2030E:.17 23 QKD 2023-2025E.17 24 QRNG 2023-2030E:.17 25 PQC 2023-2030E:.17 26 2035.18 27.19 28.19 29.21 30 NEO.22 31.22 32.23 XVAZyRqNnOqRoQpMqNoRnM7NbP7NtRrRoMnRlOnNsPjMoPtP6MpPvMuOpNsPxNrQnO 2024 05 11 P.3 33 2021-2027.23 34.24 35 Synchron.24 36 Sentrode.25 37 Pager.26 38 Neuralink.26 39 Neuralink.27 40.28 41.29 42.29 43 Yan.30 2024 05 11 P.4 1000 A B C D E G W 7 A B C D E G W 1 2 ATC A ATC()B ATC()ATC()C ATC ATC AMSL3000 IAS 450/D ATC AMSL3000 IAS 450/AMSL3000()3000/CfRUmaP427VQGePUP0dcZKvZxvDHl7CnYBIQwX/6MOeRoGOzLZnsstdFrLLu6eH 2024 05 11 P.5 ATC AMSL3000 IAS 450/AMSL3000()3000 E ATC AMSL3000 IAS 450/AMSL3000()3000 AMSL3000 IAS 450/AMSL3000()3000 G AMSL3000 IAS 450/AMSL3000 IAS 450/W 3 2024 05 11 P.6 2024 2021 2024 3 2024 2030 2030+2024 4 2024 3 2024 2024 3 2024 2030 2030+2023 12 2023 10 2023 2035 eVTOL 2022 1/2021 2/2024 2024 18/2024 2024 05 11 P.7 5/6 2024 2024 51010 1269 10 20 2024 05 11 P.8 2026 2024 2023 2022 2023 5059.5 33.8%2026 10644.6 7 eVTOL 2026 95 eVTOL(Electric Vertical Take-off and Landing)2024 2023 eVTOL eVTOL 9.8 77.3%2024 eVTOL 2026 95.0 eVTOL 2,911.8 3,780.7 5,059.5 6,702.5 8,591.7 10,644.6 9.3%29.8%33.8%32.5%28.2%23.9%0%5%10%15%20%25%30%35%40%02,0004,0006,0008,00010,00012,0002021 2022 2023 2024E 2025E 2026E低空经济市场规模（亿元）yoy 2024 05 11 P.9 8 eVTOL 9 eVTOL/2023/2023+3.2 5.5 9.8 32.0 57.5 95.0 50.0%74.6%77.3%228.2%79.7%65.2%0%50%100%150%200%250%01020304050607080901002021 2022 2023 2024E 2025E 2026EeVTOL 市场规模（亿元）yoy 2024 05 11 P.10 2023 2024 2 27 2023 2023+5G+2023 CAACEASATCCA DA40NG DA50RG PC DA62/DA42/DA40/DA20/DA50 VTC eVTOL 2024 4 3 200HP 20 2023 2023 113 18 2024 05 11 P.11 2024 2024 3 3 35 2024 4 29 10 0 1:D-Wave-QT 2024 05 11 P.12 1 qubit 0 1 11 36 IBM QuantumSystem2 Heron 2024 4 500+504 2024 4 AIST 2024 05 11 P.13 12 13 504 BCG 14 15 20212035 2024 2024 iCV TA&K 2024 2023 47 2023 2028 CAGR 44.8%2027 2028 2035 2035 8117 2024 05 11 P.14 2035 20%iCV TA&K 2023 29.9%15.1%38.3%2035 20.3%16 2023&2035%2024 2035 3592 iCV TA&K 2023 2035 2023 16 2035 3592 17 2030&2035 18 2030 2035%2024 2024 iCV TA&K 2035 51.90%2030 15.8%2024 05 11 P.15 19 PreScouter 20 PreScouter RSA AES Blowfish Shor 2024 05 11 P.16 Grover 21 PreScouter 2 QKD PQC QKD PQC QRNG Quantum Key Distribution QKD iCV TA&K 2023 QKD 9 2030 76.8 2024 05 11 P.17 22 QKD 2023-2030E:23 QKD 2023-2025E 2024 2024 Quantum Random Numeral Generator QRNG CMOS iCV TA&K 2023 QRNG 8000 2030 34 Post Quantum Cryptography PQC PQC QKD PQC PQC 2030 2024 4 PQC iCV TA&K 2023 PQC 1 2030 86 24 QRNG 2023-2030E:25 PQC 2023-2030E:2024 2024 2024 05 11 P.18 3 ICV 2023 14.69 2035 39 CAGR 7.79%26 2035 2024 4 1 2024 3 2 2022 9 PKI 3 2023 2024 05 11 P.19 27 176 28 1 2023 2 2024 05 11 P.20 2023 2018 VPN 200 2024 05 11 P.21 1 BCI 2 BCI BCI BCI BCI-3 29 2024 05 11 P.22 30 NEO 31 2024 05 11 P.23 ToC/32 2027 33 IMARC Groupe 2021 15 2022 17.4 2027 33 33 2021-2027 IMARC Groupe 051015202530352021 2022 2023 2024E 2025E 2026E 2027E 2024 05 11 P.24-34 FDA 1.Synchron FDA Synchron 2017 Synchron(DARPA)(DoD)Synchron FDA 35 Synchron Synchron 2024 05 11 P.25 Stentrode Synchron Stentrode 8 40 16 Stentrode Stentrode 36 Sentrode Synchron 2019 Synchron 2022 2 Synchron C Synchron 1.45 2022 7 Synchron FDA 2.Neuralink Neuralink 2016 Elon Musk BCI Neuralink Neuralink Pager 2024 05 11 P.26 37 Pager Neuralink Neuralink N1 Link the Linkv0.9 N1 Link 2019 7 Neuralink-N1 sensor threads)N1 4-6 96 thread 32 3,072(4 7)mm2 the Linkv0.9 2020 8 Neuralink The Link V0.9 The Link V0.9 23mm 8mm N1 5-10 30 1 38 Neuralink 2 20 CEO X Spaces Neuralink Neuralink 2024 05 11 P.27 20 39 Neuralink 2021 4 Neuralink Mind Pong Mind Pong Neuralink 2022 11 welcome to show and tell 2023 5 26 Neuralink BCI FDA 2023 9 20 2024 1 30 29 Neuralink 2024 2 20 CEO X Spaces Neuralink 36 3.Blackrock Neurotech Blackrock Neurotech Blackrock Neurotech 2008 Blackrock 20 2024 05 11 P.28 40 21 BrainCo 4 26 1.20 2020 2024 05 11 P.29 41 TMS 2024 3 28 42 2024 05 11 P.30 2.2024 2 26 3.+1 24 Yan Yan Transformer Attention 43 Yan InfoQ 1 2 3 2024 05 11 P.31 6 A 300 500 15%5%15%-5%+5%5%10%-10%+10%10%8 7 7 100077 555 22 200120 021-38124100 1115 330038 0791-86281485 100 24 518033
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