| 融资方 | 国别 | 公开日期 | 融资轮次 | 融资金额 | 投资方 | | --- | --- | --- | --- | --- | --- | | 墨甲机器人 | 中国 | 2026/1/1 | 天使轮 | 1亿元人民币 | IDG资本、芜湖投资集团、智元机器人、伯特利、富 | | | | | | | 春染织、芜湖经济技术开发区伟达创业投资有限公司 | | 具脑磐石 | 中国 | 2026/1/4 | 种子轮 | 数千万元人民币 | 东方精工, 乐聚机器人, 道禾投资, 四川科创投集团 | | 无穹创新 | 中国 | 2026/1/4 | Pre-A轮 | 数千万元人民币 | XBOTPARK基金、元不原点、晨晖创投、知行研习院 | | 智身科技 | 中国 | 2026/1/4 | A轮 | 数亿元人民币 | 蒙鹏科技,贵安鲲鹏基金,金马游乐,智元机器人, | | | | | | | 时代伯乐 | | 逐际动力 | 中国 | 2026/1/6 | A+轮 | / | 东方富海，天创资本，基石资本，光洋股份，东土科 | | | | | | | 技, 宏叡投资, 湖南财鑫集团, 中鼎集团 | | 强脑 ...

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]

据IPO早知道消息，博睿康技术（上海）股份有限公司（以下简称"博睿康"）于2026年2月4日同中 信证券签署辅导协议，正式启动科创板IPO进程。 这意味着，博睿康成为又一家启动IPO的脑机接口企业——稍早前，彭博社引述消息报道，"杭州六 小龙"之一的强脑科技以保密形式在香港递交IPO申请。 有望打造国内首个上市的植入式脑机接口产品。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 成立于2011年的博睿康核心团队来自脑机智能全球Top5的清华大学神经工程实验室以及临床神经领 域的医疗市场专家，其一家以自主创新的"脑-机接口"技术为核心，专业从事脑-机接口系统相关设 备的研发、生产、销售以及技术服务，致力于为神经科学创新研究和临床神经疾病诊断、治疗与康复 研究提供专业、完整的解决方案。 值得一提的是， 2023年10月，博睿康与清华大学生物医学工程系洪波教授团队合作研发的脑机接 口产品NEO在首都医科大学宣武医院完成了首例植入 ，后陆续在北京天坛医院、上海华山医院、江 苏省人民医院等开展可行性试验并取得显著成效。2024年8月，NEO进入国家药监局创新医疗器械 特别审评 ...

Market News - The three major U.S. stock indices closed mixed, with the Dow Jones up 0.53%, the Nasdaq down 1.51%, and the S&P 500 down 0.51%. Notable declines were seen in popular tech stocks, with AMD dropping over 17% and Nvidia, Tesla, Broadcom, and Meta down over 3% [1] - International oil prices rose, with WTI crude oil up 1.8% at $64.35 per barrel and Brent crude oil up 1.92% at $68.62 per barrel. Precious metals also saw increases, with spot gold up 0.2% at $4950.75 per ounce and silver up 2.84% at $87.84 per ounce [1] Industry Insights - Tianbing Technology's satellite launch facility in Jiuquan has passed pre-acceptance review, marking a significant step in China's satellite internet network deployment. The facility will enhance the efficiency of satellite launches and reduce costs by over 30% [2] - The satellite communication industry is projected to reach between 200 billion to 400 billion yuan by 2030, with an annual growth rate of 10%-28%. This sector is transitioning from concept validation to large-scale application, contributing to the digital economy [3] - The brain-computer interface market is expected to reach $40 billion by 2030 and $145 billion by 2040, with significant advancements in medical applications for neurological disorders. Key stocks in this sector include Zhongke Information and Guanhao Biological [4] - Guangdong Province is accelerating the construction of a digital society, focusing on artificial intelligence applications and establishing a national AI application pilot base [5] - The humanoid robot industry is anticipated to see significant growth by 2025, driven by advancements in component performance and cost reduction. Key beneficiaries include core supply chains and application scenarios [5]

Group 1 - The core idea of the article emphasizes that traditional business logic is outdated, and companies must adapt to new opportunities emerging in a changing economic landscape [1][4]. - The article presents various case studies, such as a Shandong entrepreneur using AI to secure a $2 million order without knowing English, and the growth of the piano industry through targeting the elderly market, showcasing innovative approaches to business challenges [1][16][28]. - The "Panda Compass" methodology introduced by the author aims to help businesses navigate through economic transitions and identify new growth opportunities [1][4][58]. Group 2 - The article outlines seven key trends related to wealth in the upcoming five years, including demographic shifts, the rise of personal economies, and the transformation of service industries [6][7][8][9]. - The "silver economy" is highlighted as a significant opportunity, with an increasing elderly population seeking new forms of engagement and entertainment, such as elderly universities and social activities [21][22][29]. - The article discusses the revival of previously declining industries, like the piano industry, through innovative strategies that cater to the needs of older consumers, resulting in over 300% growth for companies like Pearl River Piano [24][28]. Group 3 - The article emphasizes the importance of understanding emotional value in products, particularly for younger consumers, and how brands can leverage this to create a strong market presence [39][40]. - It discusses the concept of "loneliness economy," where products that provide emotional fulfillment and connection are increasingly in demand among young people [39]. - The article suggests that businesses should explore new opportunities by aligning their existing products with emerging economic trends, such as designing products specifically for the elderly or pet owners [48][50].

Core Insights - The brain-computer interface (BCI) technology is advancing rapidly, with significant developments in both invasive and non-invasive applications, leading to a projected market growth in China from 3.2 billion yuan in 2024 to 5.58 billion yuan by 2027, reflecting an annual growth rate of 20% [3][4][8] - Major players in the industry, such as Neuralink, are moving towards large-scale production of implantable devices, while domestic companies like Qiangna Technology are achieving record financing, indicating a robust investment landscape [2][3] - Chinese universities are proactively establishing programs and research centers to cultivate talent in the BCI field, addressing the significant skills gap and aiming to create a comprehensive talent pipeline [4][5][10] Industry Developments - The BCI sector is expected to see commercialization and mass production by 2026, marking a pivotal moment for the industry [2][3] - The Chinese government has recognized BCI as a future industry, with initiatives aimed at fostering innovation and establishing a robust technological and industrial framework by 2027 [8][9] - The establishment of specialized programs in universities, such as Tianjin University's BCI undergraduate program, reflects a strategic move to integrate interdisciplinary knowledge and skills necessary for BCI development [4][10] Talent Development - There is a critical shortage of skilled professionals in the BCI sector, with estimates suggesting a demand for tens of thousands of researchers and application specialists in the coming years [9][10] - Universities are adopting innovative teaching methods, such as project-based learning, to enhance practical skills and interdisciplinary knowledge among students [11][12] - The selection process for BCI programs is evolving, with a focus on assessing mathematical and physical reasoning abilities, as well as students' genuine interest in the field [15][16] Challenges and Opportunities - The BCI industry faces challenges related to the lack of a complete talent chain and technological ecosystem, which hinders the ability to produce high-quality, system-level BCI products [7][9] - The integration of various disciplines, including neuroscience, computer science, and biomedical engineering, is essential for overcoming existing barriers and fostering innovation in BCI technology [10][17] - Continuous collaboration between academia and industry is crucial for addressing the practical challenges in BCI development and ensuring that educational programs align with industry needs [14][17]

【中泰医药】脑机动态定期更新 近期部分重要进展： 1、赵继宗院士牵头制定的《植入式脑机接口临床应用路径管理中国专家共识（2026 版）》正式发布，推动 iBCI 临床转化科学、安全、有序发展； 2、民政部印发《关于进一步推进民政科技创新的指导意见》，《意见》要求广泛应用人形机器人、脑机接口、人 工智能等前沿技术，开展失能失智预防和抗衰老、生活照料和康复护理、精神慰藉和社会参与促进、安全风险监 测和紧急救援、老年宜居 仅需3分钟就能迅速打开血脑屏障，与血脑屏障未开放的脑组织相比，药物浓度可以平均提高8倍，并且在治疗后6 小时关闭血脑屏障，疗效和安全性均优于国际相关报道； 7、Ybrain招募三星电子和VUNO前高管，推广基于tDCS和脑电图技术的非口服抗抑郁药、打造AI心理健康生态系 统； 8、韩国数字医疗企业Neofect宣布与韩德联合财团合作，共同推进脑机接口商业化，项目将耗时36个月（2025.9- 2028.8）研发基于脑神经控制的脑卒中患者上肢辅助与康复机器人系统。 【中泰医药】脑机动态定期更新 近期部分重要进展： 1、赵继宗院士牵头制定的《植入式脑机接口临床应用路径管理中国专家共识（2026 版）》 ...

Core Insights - The establishment of the brain-computer interface (BCI) outpatient clinic at Wuxi People's Hospital offers new hope for patients suffering from neurological disorders, integrating multiple disciplines for comprehensive treatment [1][2] - The clinic utilizes both non-invasive and minimally invasive BCI technologies to provide diagnostic and therapeutic services for severe motor impairments, refractory neurological diseases, and mental health issues [2] Group 1: Clinic Operations - The BCI outpatient clinic officially opened on January 12, becoming the first platform in Wuxi to integrate BCI technology with multidisciplinary collaboration for precise diagnosis and treatment [1] - Patients can receive evaluations and treatment plans without the need to visit multiple departments, streamlining the healthcare process [1] Group 2: Patient Experiences - Patients have reported significant improvements in their conditions, such as the ability to walk independently after undergoing rehabilitation training guided by BCI technology [1] - The clinic's approach has provided families with renewed hope, as seen in the experiences shared by patients and their relatives [1] Group 3: Government Support and Future Plans - The Jiangsu provincial government has outlined plans to accelerate the promotion of new technologies and products by 2026, which includes the BCI technology [1] - The focus on "first sets" of equipment, new materials, and software indicates a supportive environment for innovative medical technologies [1] Group 4: Research and Development - The Wuxi Brain Science Innovation Demonstration Center is exploring various applications of BCI technology, including smart rehabilitation and human-machine interaction [2] - Collaborative efforts between strong brain technology and local government aim to develop diverse application scenarios for BCI technology in healthcare and industry [2]

近日，强脑科技正式宣布其注意缺陷与多动障碍（ADHD）干预产品"专注欣"医疗版已获得中华人民共和国医疗器械注册证，成为全球首个实现儿童 ADHD干预软硬件联合持证的脑机接口产品。此举标志着非侵入式脑机接口技术从科研实验室迈向规范化临床应用的重要一步，为我国约2300万ADHD患 儿提供了循证医学支持的非药物康复新路径。 专注欣产品通过医疗器械认证，可进入医院采购体系，并为未来探索医保接入与商业保险覆盖提供可能。中国科学院院士谭蔚泓指出，脑机接口技术具备 构建"诊断—治疗—康复"一体化体系的独特优势，应加快推动其临床转化。北京康复医院、北大六院、上海儿童医学中心等多家机构专家亦在圆桌讨论中 呼吁建立医院、企业、学校、社区协同机制，推动技术普惠落地。 此次"专注欣"医疗版的获批，不仅是强脑科技发展的里程碑，更为脑机接口技术的医疗化路径提供了可复制范本。随着AI与脑科学深度融合，数字疗法有 望重塑儿童神经发育障碍的诊疗范式，强脑科技或将在该领域逐步成长为标准制定者与生态构建者。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 该产品的临床有效性已得到权威验证。相关专家基于严格诊断标准开展的三组对照研究 ...

在高级别圆桌对话环节，由道达尔集团亚洲副总裁、中国欧盟能源项目组主席徐忠华博士主持，国务院 原参事、跨境电商50人论坛主席汤敏先生，空中客车中国人力资源副总裁宁斐女士，科锐国际轮值CEO 曾诚女士，世界银行高级经济学家王德文先生，中金公司董事总经理赵可女士，美锦能源（氢能）董事 长姚锦丽女士等嘉宾，围绕"数字经济时代，产业如何系统性赋能青年人才可持续发展"展开深入交流， 从产业协同、金融支持、组织机制创新与人才培养模式升级等多个维度，系统探讨了青年在ESG支持企 业长期转型过程中的角色定位与发展路径。 来源：环球网 北京，2026年1月30日——企业未来的竞争力，取决于今天如何培养青年。在联合国2030年可持续发展 目标进入最后五年的冲刺阶段，2026"向善的力量"——ESG产业赋能全球青年可持续发展高级别圆桌会 议暨联合国全球领导力与ESG发展中心（UNGLEP）高级导师年会，于北京联想集团未来中心成功举 办。本次会议由联合国全球领导力与ESG发展中心（UNGLEP）与联想集团共同主办，汇聚来自联合国 系统、国际多边金融机构、全球领先跨国公司、新质生产力代表企业及顶尖学术智库的近百位代表，共 同回答一个时代 ...