Recent performance in the Hong Kong and A-share markets indicates a gradual recovery in the Hong Kong tech sector, with hard technology becoming a key focus for capital allocation. Quantum technology, as a national strategic field, is seeing rising attention due to intensive policy support. As of the close on February 10, the Hang Seng Tech Index showed a fluctuating rebound, with Hong Kong-listed quantum concept stocks delivering strong performances. Although the A-share quantum computing sector dipped slightly by 1.57% on the same day, intensified trading by major investors suggests that the long-term growth outlook remains intact. The quantum sector in both markets is displaying a trend of "convergence amid divergence" in investment characteristics.

At the policy level, quantum technology is benefiting from multiple favorable developments. On February 3, the Hong Kong Monetary Authority unveiled a fintech promotion blueprint, introducing four major initiatives including a quantum readiness index. This move, part of the "Fintech 2030" strategy, signals an upgrade in Hong Kong's fintech sector toward quantum security. On the mainland, Sichuan released an action plan for breakthroughs in quantum technology industry development, while Guangdong is collaborating with Hong Kong and Macao to build an innovation community. High-level platforms such as the Guangdong-Hong Kong-Macao Greater Bay Area Quantum Science Center are rapidly taking shape, forming a "national + regional" policy support system that lays the groundwork for cross-border development of the quantum industry.

In the A-share market, QuantumCTek (688027.SH), a leader in quantum communication, has seen its stock price rise steadily amid progress in the "15th Five-Year Plan" quantum technology strategy. CHINA TELECOM (00728) has also attracted significant market attention due to its first-mover advantage in quantum communication network construction and industrial application. In Hong Kong, the scarcity of quantum-themed stocks is becoming more apparent. GOFINTECH QUANT (00290) has delivered a stable performance, closing at HK$2.83 on February 10 with a daily gain of 2.91%. Over the past three months, the stock has surged 44.39%, with trading volume steadily increasing, reflecting investor recognition of its long-term value.

Amid rising industry interest, Hong Kong's quantum sector is approaching a critical juncture. On February 9, Academician Peng Chengzhi of the Chinese Academy of Sciences visited Hong Kong for in-depth discussions with the Commerce and Economic Development Bureau and the Legislative Council, outlining a "three-tier advancement" strategic blueprint for the local quantum industry. GOFINTECH QUANT, as the organizer of these exchanges, has emerged as a key link in government-enterprise-academia collaboration, with its market-driven role becoming increasingly evident. Academician Peng noted that Hong Kong, leveraging its "one country, two systems" framework, financial ecosystem, and international advantages, has the potential to become a global hub for "finance + quantum" integration—a vision that aligns closely with GOFINTECH QUANT's development strategy.

It is reported that GOFINTECH QUANT has established a systematic presence in quantum technology through a dual-driven model of "strategic partnerships + capital empowerment." The company has formed strategic collaborations with several leading quantum technology firms: it has invested in quantum computing company SpinQ Technology to build hardware and software ecosystems, and established a joint venture with Quami Quantum to advance the application of quantum random number technology. Additionally, the firm is leveraging Hong Kong's status as an international financial center to create a full-cycle empowerment system combining "capital + platform + ecosystem," exploring the establishment of a global investment and financing platform for quantum technology.

GOFINTECH QUANT aims to capitalize on the synergy between "mainland technology and Hong Kong finance" to lead the drafting of a quantum industry roadmap for Hong Kong. Focusing on areas such as quantum financial security, the company plans to create a cross-border quantum industry hub through collaboration among government, industry, academia, and research. Earlier, Galaxy Securities published a research report highlighting that quantum technology development is exceeding expectations, suggesting that early investment may yield leading returns. China International Capital Corporation (CICC) noted that quantum computing, as a frontier in the latest technological revolution, is accelerating its transition from experimental validation to commercial application.

As an early mover in the field, GOFINTECH QUANT's dual-driven "technology + finance" model has begun to demonstrate synergistic effects. With the maturation of related technologies and the expansion of application scenarios, the company is well-positioned to play a key role in building a quantum finance ecosystem. The recent visit by Academician Peng and the deepened exchanges among government, industry, and academic stakeholders have further clarified Hong Kong's development path in quantum finance. As secondary market interest in this theme continues to grow, companies like GOFINTECH QUANT with first-mover advantages are likely to benefit from ongoing policy support and industry growth, offering investors a rare opportunity for strategic positioning.