前瞻全球产业早报：全国首个“中医脑机接口”装备落地

Group 1 - The National Medical Products Administration will strongly support the innovation and development of the biomanufacturing industry during the "14th Five-Year Plan" period, promoting a shift from "follow-up innovation" to "systematic innovation" and from "scale-speed growth" to "quality-efficiency growth" [2] - Zhejiang Province aims to achieve a per capita GDP and urban-rural resident income close to that of developed economies by 2030, establishing a high-quality development and common prosperity demonstration zone [3] - The number of cities in China with a GDP exceeding 1 trillion yuan has increased to 29, with Wenzhou and Dalian recently joining this group, indicating a trend of economic scale differentiation [4] Group 2 - Guangdong Province is accelerating the development of digital technology applications, focusing on nurturing AI and industrial software service providers, as well as supporting the construction of open-source projects [4] - The first "Traditional Chinese Medicine Brain-Machine Interface" equipment, "Shengong-Hua Tuo," has been developed by a team in Tianjin, integrating brain-machine interface technology with acupuncture [5][6] - WeChat has blocked links related to Tencent's Yuanbao Spring Festival red envelope activity due to user experience concerns, with the official response emphasizing user experience [7] Group 3 - Tianbing Technology announced the completion of the first satellite measurement and launch technology plant in China's commercial aerospace sector, which will enhance the efficiency of satellite testing and launch preparations [8] - Reports indicate that Elon Musk's team has visited several Chinese photovoltaic companies to explore potential collaborations, particularly focusing on heterojunction and perovskite technology routes [8] - The water price platform "Shuibehui" has suspended services due to compliance issues, with updates and re-evaluations underway [9] Group 4 - Ford and Geely are in discussions regarding potential collaboration, including the use of Ford's European factory space for Geely's vehicle production and shared vehicle technology [10] - OpenAI has announced a 40% speed improvement for its GPT-5.2 and Codex models without changing the model structure or parameters [11] - Tesla is reportedly still advancing its development of the CarPlay system, despite earlier speculation that the project had been abandoned [12][13] Group 5 - Panasonic has announced a restructuring that includes the creation of a Chief Artificial Intelligence Officer position to enhance AI applications and operational efficiency [13] - Samsung Electronics is considering a price increase of approximately 10% for its 4nm and 8nm wafer fabrication processes [14] - Anthropic plans to allow employees to sell equity, aiming for a valuation of at least $350 billion in its upcoming funding round [15] Group 6 - LG Energy Solution has reached an agreement to supply batteries for Hanwha's energy storage system projects in the U.S., with plans for local production to avoid tariff uncertainties [16] - Cloud data infrastructure service provider "Yunqi Technology" has completed a Series B financing round, raising over 700 million yuan for core technology development [16] - "Qian Gu Technology" has completed a 700 million yuan Series C financing round, with investments from multiple institutions [16]