又是马斯克引爆！“清华系”博睿康启动A股辅导，欲与强脑科技争“脑机接口第一股”，红杉、百度风投押注

Core Viewpoint - The announcement by Elon Musk regarding Neuralink's plan for large-scale production of brain-machine interface devices in 2026 has reignited interest in the brain-machine interface market, leading to a surge in related stocks in the A-share market. Company Developments - As of early 2026, no brain-machine interface companies are publicly listed in the A-share market, prompting several leading domestic players to eye capital market entry [1] - Strong Brain Technology has reportedly submitted a confidential IPO application in Hong Kong, positioning itself as a leader in non-invasive brain-machine interface technology [1] - On February 4, 2026, BoRuiKang Technology (Shanghai) Co., Ltd. completed the filing for guidance registration with the Shanghai Securities Regulatory Bureau, aiming for an initial public offering [1] Company Background - BoRuiKang specializes in the research, development, production, and sales of brain-machine interface systems and aims to provide comprehensive solutions for neuroscience research and clinical applications [2] - The company has completed 32 cases of spinal cord injury patients' implants and follow-ups by the end of 2025 and is advancing its registration for Class III medical devices [3] - Founded in November 2011, BoRuiKang's core team includes experts from Tsinghua University's Neuroengineering Laboratory and clinical neuroscience [3] Financing History - BoRuiKang has undergone multiple rounds of financing since its inception, with notable investors including Sequoia China and Baidu Ventures [4] - The company completed its first financing round in December 2015, raising 12 million yuan, followed by subsequent rounds in 2018 and 2019, raising 30 million yuan and 60 million yuan respectively [4] - The latest financing round occurred in March 2025, although the amount raised was not disclosed [5] Industry Outlook - The brain-machine interface sector is recognized as a key development area in China's future industrial strategy, with significant policy support and funding initiatives from cities like Shanghai and Shenzhen [6] - The industry is at a critical juncture, transitioning from technological breakthroughs to commercialization, supported by favorable policies and the anticipated mass production of Neuralink devices [6]