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Wukong's launch marks a highlight moment for China's hard technology sector

凯联资本2026-06-09 16:46
"One 'Core' Toward the Sea, One 'Compute' to the Peak"

On one hand, the Benyuan Wukong 180 superconducting quantum computer was officially launched and opened its computing power services globally, winning a crucial battle in cutting - edge technology independence. On the other hand, official data from the General Administration of Customs shows that China's integrated circuit exports soared by 78% year - on - year, and AI product exports led across the board. With a focus on the "core" for the global market and "computing" to reach new heights, the breakthrough in cutting - edge computing power and the growth of the real - world industry form a close loop, enabling independent innovation to move from the laboratory to the global industrial chain and truly transform into tangible industrial competitiveness.

Computing Power Dominance: Quantum Computing Power Unlocks the Cutting - Edge Landscape

The official commercialization of the Benyuan Wukong 180 superconducting quantum computer is a significant milestone in China's quantum computing field. This fourth - generation superconducting quantum computer, independently developed by Benyuan Quantum, is equipped with a single - core chip with 180 computing qubits and 251 coupling qubits. The fidelity of single - qubit logic gates reaches 99.9%, and that of two - qubit gates reaches 99%. All four core systems (quantum chips, measurement and control systems, environmental support, and operating systems) are independently controllable.

The strategic significance of this breakthrough goes far beyond the technical level. Firstly, it breaks the long - term Western monopoly in the field of quantum computing power, making China the third country in the world with the ability to provide quantum computing services at the hundred - qubit level. Secondly, the system has started to accept quantum computing tasks from around the world, marking a crucial step for China's quantum technology to move from the laboratory to commercial applications. More importantly, quantum computing power will bring exponential improvements in computing capabilities to fields such as biomedicine, financial engineering, and materials science. According to Benyuan Quantum's calculations, its efficiency in scenarios such as protein folding simulation and financial risk modeling is more than a million times higher than that of traditional supercomputers.

Computing power is the underlying foundation for technological development. Globally, quantum technology is still in a growth cycle of iterative evolution and continuous exploration, and the industry has not yet formed a fixed pattern. Currently, China has established a complete quantum R & D and commercialization system, laying a solid foundation for technological iteration. In the future, it will gradually refine technologies, expand application scenarios, and steadily explore the commercial value of the quantum industry.

Chip Exports: Trade Data Confirms Industrial Upgrading

The latest data from the General Administration of Customs reveals a historic breakthrough in China's chip industry. From January to April 2026, China's cumulative export value of integrated circuits was approximately $103.5 billion, a year - on - year increase of 83.7%. In April alone, it set an astonishing record of $31.085 billion, a year - on - year increase of 100.1%. The export volume increased by only 3.8%, while the average export price soared by 52%. The industry shows a high - quality development trend of "stable volume and rising price". Behind the significant increase in the average product price is a profound change in the industrial logic. The domestic chip industry has completely got rid of the extensive development model of low - end OEM and low - price, high - volume sales, and is steadily advancing towards the high - end track with high added value and high technological barriers, achieving a healthy transformation of the industrial structure.

The confidence in the upward development of the industry comes from the coordinated deep - cultivation of the entire industrial chain. On one hand, the domestic self - sufficiency rate of semiconductor equipment has increased from 25% in 2024 to 35% in the first quarter of 2026. Leading enterprises such as SMIC and YMTC have achieved mass production of 7nm processes, and the self - sufficiency rate of high - end products such as memory chips and AI computing chips has exceeded 40%. On the other hand, the export growth rate of AI products has reached 78.3%, accounting for 21.7% of the total export value. China has become the world's largest exporter of AI products, accounting for 19% of the global market share. A report from Standard Chartered Bank points out that China, with its complete supply chain and cost advantages, is becoming a "key and stable supplier" in the global AI market.

Overall, the optimization of the export structure confirms that China's chip industry is transforming from scale expansion to value enhancement. This qualitative change will provide a more solid market foundation for subsequent technological breakthroughs.

Industry - Research Synergy: The Ecological Closed - Loop Activates Growth Momentum

The breakthrough in quantum computing power and the boom in chip exports are not unconnected industrial coincidences but an intuitive manifestation of the collaborative symbiosis of China's hard - technology industry. Now, a healthy ecological closed - loop effect of "computing power empowering R & D and the industry feeding back into scientific research" has been formed in China, continuously releasing multiplier - level growth momentum. The computing power services of the Benyuan Wukong 180 will directly empower domestic AI enterprises and improve the efficiency of algorithm training. The growth of chip exports, in turn, feeds back into R & D investment. In 2025, China's total R & D investment reached 3.63 trillion yuan, with an R & D investment intensity of 2.69%, of which the investment in the semiconductor field accounted for more than 15%.

Under the closed - loop ecosystem, the international voice of domestic technology brands continues to increase, and the recognition of domestic large - scale models, intelligent hardware, and other products in the global market is rising steadily. The upstream and downstream supporting industries have also achieved coordinated growth. Objectively speaking, China's hard - technology industry is still in the climbing and growth stage, and there is still significant room for improvement in aspects such as in - depth basic research, high - end talent reserves, and the efficiency of industrial chain coordination.

From Glimmers to Blazes: Persevere and Forge Ahead

The implementation of Wukong's quantum computing power and the export of domestic chips mark two glorious moments that outline the growth trajectory of China's hard - technology industry breaking through upwards. This is not an accidental breakthrough of a single technology but an inevitable result of the deep integration of the industrial chain, innovation chain, and supply chain, and a powerful proof that China's technology ecosystem has evolved from accumulation to maturity.

When viewing this development dialectically, we should not only celebrate the achievements but also maintain a clear understanding. The path of science and technology is never smooth, and the growth of the industry lies in perseverance. In the future, with the in - depth integration of technologies such as quantum computing, artificial intelligence, and advanced semiconductors, China's hard - technology industry will have a broader development space. When the quantum computing power of "Wukong" is deeply integrated with the industrial strength of the "Chinese chip", it will not only reshape the global technology industrial landscape but also contribute Chinese wisdom and solutions to the progress of human society. This is not the end but a new starting point for China's hard - technology industry to write a more glorious chapter.

——Some data and information are compiled from publicly released media.

This article is from the WeChat official account "Kailian Wealth Club". The author is Kailian Zhiduoxing. It is published by 36Kr with authorization.