NO.1 我国科学家成功研制脑机接口柔性微电极植入机器人CyberSense 中国科学院自动化研究所脑图谱与类脑智能实验室脑机接口与融合智能团队自主研发的柔性微电极植入 机器人产品——CyberSense，近日通过深圳市"脑解析与脑模拟"重大科技基础设施（简称"脑设施"）预 验收，助力科学家将"比头发丝更细更软"的柔性微电极植入实验动物的大脑皮层，为脑机接口与脑科学 研究提供关键支撑。 点评：CyberSense突破柔性电极植入技术瓶颈，标志着我国在脑机接口核心工具领域取得自主突破。该 技术或推动脑疾病治疗、智能假肢等应用加速落地，吸引资本关注脑科学赛道。 NO.2 威孚高科：与博世中国签署战略合作协议围绕人工智能等领域推进合作 威孚高科公告称，公司与博世（中国）投资有限公司签署了《新时期战略合作协议》，双方将在新时期 全面深化战略合作，重点围绕汽车智能化、氢能、行走液压和工业液压、人工智能和具身机器人技术工 业应用、大型发动机燃油喷射系统等领域推进合作。本协议为框架性文件，不会对公司本年度财务状况 及经营成果构成重大影响。 每经记者 杨煜 每经编辑 杨夏 丨 2025年4月29日 星期二 丨 工信部发布20 ...

Core Viewpoint - The Chinese Academy of Sciences has successfully developed a flexible microelectrode implantation robot named CyberSense, which has passed preliminary acceptance for major scientific infrastructure in Shenzhen, enhancing brain-computer interface and brain science research [1] Group 1 - The CyberSense robot is designed to implant flexible microelectrodes that are thinner and softer than a human hair into the cerebral cortex of experimental animals [1] - This development provides critical support for brain-computer interface and brain science research [1]

Core Viewpoint - The development of the private economy is crucial for the growth of Wuhan, emphasizing the importance of entrepreneurs in driving innovation and economic progress [2][3]. Group 1: Private Economy Development - The recent conference highlighted the significant role of private enterprises in reshaping Wuhan's economy, with a strong call for innovation and responsibility among entrepreneurs [2]. - Entrepreneurs expressed their commitment to innovation and leadership in the development of the private economy, aiming to establish Wuhan as a new highland for private economic growth [2][3]. Group 2: Technological Innovation - Black Sesame Technology unveiled its new Huashan A2000 series chip at the Shanghai International Auto Show, showcasing Wuhan's manufacturing capabilities on a global stage [3]. - The chip is designed for advanced applications in assisted driving and robotics, with its Pro version outperforming four leading industry chips in computational power [3]. - Haisun Technology is also making strides in artificial intelligence, with applications in automotive manufacturing and biomedicine, indicating a strong innovation ecosystem in Wuhan [4]. Group 3: Industry Growth and Collaboration - Wuhan's private enterprises are leveraging innovation to break through core technologies and integrate into global supply chains, as demonstrated by companies like Yifei Laser and Lichu Business Services [5][6]. - Yifei Laser has achieved breakthroughs in high-power laser welding technology, with a commitment to invest 10% of its annual revenue in R&D, resulting in a 20% annual increase in patent applications [6]. - The conference introduced 20 policies aimed at addressing the pain points of private enterprises, encouraging them to enhance R&D efforts and attract top talent [7]. Group 4: Talent Acquisition and Future Outlook - Companies are focusing on recruiting top talent to drive innovation, particularly in cutting-edge fields like brain-machine interfaces and AI [7][8]. - The policies introduced at the conference are expected to bolster funding for innovation and allow companies to have a say in talent acquisition, fostering a more dynamic workforce [8].

要闻提示 7. 苹果调整神秘机器人业务，AI负责人再被削权或离职 8.传英特尔拆分DCAI事业部，CPU和AI加速器团队一分为二 今日头条 HEADLINE NEWS NEWS REMIND 1. 小红书发布全员信宣布取消员工竞业、大小周，开放离职员工期权回购等多项举措 2.传百川智能重大组织结构变化，老班底所剩无几，多位核心高管变动 3. 阿里云新财年渠道政策：季度续费率被取消、新客激励返佣模式调整 4. 喜马拉雅又被传将卖身，开价较三年前估值已经腰斩，双CEO模式成弊端 5.小马智行因卖空池不足触发交易限制，卖空订单遭系统强制撤单 6.光线传媒官宣最新动作：跨界做3A游戏、造中国版"迪士尼" 小红书发布全员信宣布取消员工竞业、大小周，开放离职员工期权回购等多项举措 4月24日，据消息，小红书发布全员信，称公司基于信任设计机制，致力于建立与员工的长期关系。小红 书宣布将从5月1日起，不新增现金或期权竞业，原有的现金和期权竞业全部释放。小红书全员信称："我 们希望点亮一盏小灯，向环境发出不一样的信号——不再通过竞业限制个体流动，仅要求同学履行信息保 密和不招揽义务，与大家建立更长期的关系。" 全员信还发布另外 ...

Group 1 - Xiaohongshu announced the cancellation of employee non-compete agreements and the "big and small week" work schedule, effective May 1, aiming to foster long-term relationships with employees [4] - Baichuan Intelligence is undergoing significant organizational changes, with key executives leaving, indicating a shift in business focus [6] - Alibaba Cloud has adjusted its channel policy for the new fiscal year, eliminating quarterly renewal rates and merging annual commissions with growth incentives [6][8] Group 2 - Himalaya is reportedly considering a sale, with its valuation halved compared to three years ago, and internal management issues arising from a dual CEO structure [11][12] - Pony.ai triggered trading restrictions due to insufficient short-selling pools, with significant stock price volatility observed [13] - Light Chaser Animation is expanding into the gaming industry and plans to create a theme park similar to Disney in China [18] Group 3 - BYD has invested in the domestic leader in tactile perception technology, Paxi, marking a strategic move into robotics [19] - Apple is restructuring its AI and robotics divisions, with leadership changes indicating a response to competitive pressures in the AI sector [28] - Intel is reportedly splitting its DCAI division into separate teams for CPU and AI accelerators, reflecting a strategic focus on distinct product lines [30]

Investment Rating - The investment rating for the company is "Buy" (maintained) due to rapid growth in consumables business and proactive layout in potential sectors [5][6]. Core Views - The company is expected to achieve revenues of 5.29 billion, 6.70 billion, and 8.48 billion RMB for the years 2025, 2026, and 2027 respectively, with year-on-year growth rates of 24.51%, 26.67%, and 26.66% [6][7]. - The net profit attributable to the parent company is projected to be 1.30 billion, 1.69 billion, and 2.20 billion RMB for the same years, with growth rates of 28.31%, 29.70%, and 30.32% [6][7]. - The company maintains a leading position in the pelvic rehabilitation field and has diversified its rehabilitation product lines, supporting the "Buy" rating [6]. Financial Performance Summary - In 2024, the company achieved a revenue of 4.25 billion RMB (yoy +24.57%) and a net profit of 1.02 billion RMB (yoy +13.10%) [8]. - For Q1 2025, the company reported a revenue of 1.18 billion RMB (yoy +13.36%) and a net profit of 0.40 billion RMB (yoy +9.85%) [8]. - The company's consumables and accessories revenue reached 1.19 billion RMB in 2024, showing a year-on-year increase of 26.21% [8]. Profitability and Margins - The gross margin for the medical device business in 2024 is 74.47%, with the main business gross margin at 72.25% [8]. - The net profit margin is reported at 25.65%, reflecting a decrease due to lower gross margins and increased operating expenses [8]. Future Outlook - The company is actively exploring potential applications in cutting-edge fields such as brain-machine interfaces and AI skin health assessment, indicating a strategic focus on innovation and growth [8].

Group 1 - The core point of the article is that Neuralink, a company owned by Elon Musk, plans to raise approximately $500 million at a pre-money valuation of $8.5 billion [1] Group 2 - The financing round indicates strong investor interest in Neuralink's technology and potential applications in the neurotechnology sector [1] - The planned fundraising could support Neuralink's ongoing research and development efforts, particularly in brain-computer interface technology [1] - This move reflects the growing trend of investment in companies focused on advanced medical technologies and neuroengineering [1]

Summary of Conference Call Records Company and Industry Overview - The conference call primarily discusses **海思达 (Haisida)**, a company involved in the **sodium-ion battery** industry, and its strategic developments in the **energy storage** sector. The company is also linked to **普利特 (Pulite)**, which is involved in various technological advancements and market expansions. Key Points and Arguments 1. **Financial Performance and Future Outlook** - Haisida reported an operating loss due to industry-wide impacts and historical inventory impairments, but expects a rebound in performance in 2025 with new capacity releases and sodium-ion battery developments, projecting over 10% growth in main business and significant profit improvement [1][2][28] - The company anticipates a profit close to 500 million yuan for 2024, despite challenges in the new energy sector, including a historical inventory impairment of approximately 160 million yuan and a goodwill impairment of about 40 million yuan [2] 2. **Sodium-Ion Battery Development** - Haisida has partnered with 中科海钠 (Zhongke Haina) to develop sodium-ion products, focusing on the energy storage sector, with orders exceeding gigawatt-hours in various applications [1][4] - The sodium-ion battery technology shows significant advantages in high-rate performance, temperature resilience, and safety compared to lead-acid and some lithium batteries, with collaborations established with major companies like 沃尔德 (Wald), 风帆 (Fengfan), and others [1][3][5] 3. **Market Applications and Collaborations** - Sodium-ion batteries are being applied in various sectors, including start-stop systems, communication backup, and special vehicles, with a global demand for start-stop systems estimated at around 115 million units annually [5][6][7] - Haisida's collaboration with 小松 (Komatsu) in Japan is expected to lead to large-scale applications in industrial vehicles, with positive customer feedback received [3][15] 4. **Production and Cost Structure** - The company is accelerating the industrialization of sodium-ion batteries, launching various product types, including large cylindrical and square batteries, with a focus on a 160 Ah 2VPP system that emphasizes safety and longevity [1][11] - The cost structure of sodium-ion batteries is being optimized, with expectations that prices will decrease significantly, potentially reaching parity with lithium-ion and lead-acid batteries within three years [12][24][26] 5. **Strategic Initiatives and Future Goals** - Haisida aims to achieve revenues of 1.5 to 2 billion yuan by 2027, corresponding to approximately 6 GWh of sodium-ion capacity, with a focus on expanding production lines and product development [3][25][27] - The company is also establishing a new subsidiary, 广东海思达钠新技术有限公司 (Guangdong Haisida Sodium New Technology Co., Ltd.), to independently develop sodium-ion technology and enhance market competitiveness [21] Additional Important Insights - The sodium-ion battery market is expected to grow significantly, with applications in energy storage systems and backup power systems being prioritized [8][19][27] - Haisida's sodium-ion technology is particularly suited for data center backup needs due to its high safety and rapid response characteristics [18][20] - The company is addressing the challenges posed by U.S. tariffs through the establishment of production bases in Malaysia and Thailand, which helps mitigate export impacts [17] This summary encapsulates the critical insights from the conference call, highlighting the company's strategic direction, market positioning, and future growth potential in the sodium-ion battery sector.

● 本报记者 刘英杰 实习记者 谭丁豪 随着脑机接口产业迅猛发展，商业化落地逐步推进，相关概念板块受到投资者关注。Wind数据显示， 万得脑机接口概念指数自4月8日以来上涨11.84%。 海外方面，马斯克旗下脑机接口初创公司Neuralink不断传出利好消息，两年间已宣布完成三例人体脑机 接口植入手术，三名患者术后设备均运行稳定。 在国内，北京脑科学与类脑研究所研发的"北脑一号"半侵入式技术实现临床应用突破，集成了高采样 率、大通量、低功耗的脑电数据采集、处理和无线传输技术。该系统通过将半侵入式植入电极置于颅骨 与皮层间，能够兼顾信号质量与手术安全性。"北脑一号"也于近日成功完成第三例人体植入。 产品端，海南大学生物医学工程学院日前在其官方微信公众号正式发布了自主研发的植入式脑机接口 （BCI）核心技术与系列产品，包括全球领先的脑机接口专用芯片、神经信号采集系统、神经信号调控 系统及神经元定位系统。 在政策方面，国家医保局近日编制印发《神经系统类医疗服务价格项目立项指南（试行）》，其中为脑 机接口技术建立专项收费标准体系，设立"侵入式脑机接口植入费""侵入式脑机接口取出费"等价格项 目。随后，湖北省医保局迅速 ...

以下文章来源于每日经济新闻 ，作者每经记者 每日经济新闻 . 中国主流财经全媒体。互联网新闻信息服务许可证编号：51120190017 。 来源：每日经济新闻 4月21日，三博脑科（SZ301293）发布公告，称公司收到了关于控股股东、实际控制人之一、董事长张阳个人的《留置通知书》和《立案通知书》。 公告显示，上述两份通知书由内蒙古自治区监察委员会签发，公司已对相关工作进行了妥善安排，日常生产经营不会受到重大影响。《每日经济新闻》记 者注意到，根据公告，4月16日，张阳曾主持三博脑科第三届董事会第十二次会议。 实际上，几天前这家国内规模最大的神经专科医院集团刚发布了一份不错的年报。年报显示，公司2024年实现营业收入14.29亿元，同比增长8.84%；实现 归母净利润1.05亿元，同比增长34.24%。2025年1月30日，张阳在接受媒体采访时还表示，三博脑科将从医疗服务向医疗健康科技转变。 01 从业时间超过30年持股市值超9亿元，去年年薪172万元 公开资料显示，张阳，男，1965年10月出生，高级工商管理专业，硕士研究生学历。张阳在医疗行业的从业时间超过三十年，最早的履历是1992年到2004 年，在北 ...