Policy Developments - The Ministry of Industry and Information Technology, along with two other departments, announced the initiation of the 2025 high-end medical equipment promotion application project [1] Drug and Device Approvals - Baicheng Pharmaceutical received clinical trial approval for its innovative drug BIOS-0623-Z4, aimed at treating cancer pain in adults, with no similar drugs currently on the market [2] - Heng Rui Medicine's subsidiary received approval for clinical trials of HRS-2129, targeting diabetic peripheral neuropathic pain and osteoarthritis pain, with a total R&D investment of approximately 112 million yuan [3] - Borui Pharmaceutical obtained FDA approval for the clinical trial of BGM1812 injection for overweight or obesity treatment, with no similar products approved globally [4] Capital Market - Hangzhou Yaojiasu Medical Isotope Technology Co., Ltd. announced the completion of several million yuan in angel round financing, aimed at expanding its core team and advancing technology development [5] Industry Events - The National Medical Insurance Administration has identified and addressed multiple cases of abnormal data, enhancing the regulatory capabilities of medical insurance data [7] - Xiangyu Medical signed a cooperation agreement with Zhejiang Provincial People's Hospital to establish a clinical research ward for brain-machine interfaces [8] - A micro "lung chip" with an embedded immune system was developed by researchers from Georgia Tech and Vanderbilt University, potentially revolutionizing disease research [9] Public Opinion Alerts - Shenqi Pharmaceutical faced a significant stock drop after being ordered to rectify issues related to the misappropriation of 44.83 million yuan in sales fees, leading to regulatory actions [10]

(机遇香港)"杭州六小龙"之一强脑科技落户香港数码港 中新社香港9月29日电 (记者 戴小橦)中国内地"杭州六小龙"之一的独角兽科技企业强脑科技29日落户香 港数码港，成为首批入驻香港数码港第五期的企业。 9月29日，中国内地"杭州六小龙"之一的独角兽科技企业强脑科技落户香港数码港揭牌仪式在港举 行。(香港数码港供图) 现场，强脑科技与香港理工大学签署合作备忘录，探讨共建"香港理工大学——强脑科技脑机接口联合 研究中心"。(完) 来源：中国新闻网 编辑：董文博 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 揭牌仪式上，香港特区政府创新科技及工业局局长孙东致辞时表示，自2023年起，特区政府已成功扶持 近500家具有潜力或引领性的创科企业来港发展、落户或拓展在港业务。强脑科技选择在港设立亚太研 发基地，既是对香港创科环境投下的信心一票，更印证了香港作为"超级联系人"和"超级增值人"的角 色，能够助力内地企业拓展国际市场，实 ...

分析师及联系人 [Table_Author] 丨证券研究报告丨 行业研究丨行业周报丨软件与服务 [Table_Title] 2025 年第 39 周计算机行业周报： 从云栖大会看后续中国 AI 发展之路 报告要点 [Table_Summary] 上周计算机板块持续震荡调整，小幅下跌 0.33%，在长江一级行业中排名第 14 位，两市成交 额占比为 8.62%，算力相关标的活跃。上周中央政府采购网发布国机采〔2025〕22 号《关于更 新中央国家机关台式计算机、便携式计算机批量集中采购配置标准的通知》；工业和信息化部部 长李乐成表示要开辟脑机接口、量子信息等新赛道开源鸿蒙 6.0 Release 版本发布。本周建议 关注：1）AI Infra：AI Infra 有望核心受益；2）AI Agent 相关厂商；3）中国推理算力产业链； 4）CSP 厂商方面关注推理需求带来的推动；5）IDC，重点关注与头部大厂合作的 IDC。 宗建树 陈耀文 SAC：S0490520030004 SAC：S0490525070002 SFC：BUX668 请阅读最后评级说明和重要声明 %% %% %% %% research.955 ...

Core Points - Strong Brain Technology, a unicorn company from Hangzhou, has established its presence in Hong Kong's Cyberport, aiming to set up an Asia-Pacific R&D base and an international business center, while providing new technological prosthetic services in Hong Kong [1][3][12] Company Overview - Founded in 2015, Strong Brain Technology is the first mainland team selected for Harvard Innovation Lab and specializes in non-invasive brain-machine interface technology, having developed the world's first mass-produced intuitive control smart bionic hand [3][10] - The company holds over 460 patents, including more than 250 core invention patents in the brain-machine interface field, ranking among the global leaders, and has achieved breakthroughs in rehabilitation and brain disease recovery [3][10] Strategic Importance - The establishment of Strong Brain Technology in Hong Kong reflects confidence in the local innovation and technology environment, reinforcing Hong Kong's role as a "super connector" and "super value creator" for mainland companies seeking to expand internationally [8][10] - The Hong Kong Innovation and Technology Bureau has successfully supported nearly 500 potential or leading tech companies to develop or expand their businesses in Hong Kong since 2023, enhancing the local innovation ecosystem [6][8] Collaboration and Future Plans - Strong Brain Technology plans to collaborate with Hong Kong Polytechnic University to establish a joint research center focused on brain-machine interface technology, aiming to apply research outcomes for the benefit of the community [15][17] - The company intends to leverage Cyberport's innovation platform to accelerate the commercialization of its research results and expand applications in rehabilitation and embodied intelligence [10][12]

Core Insights - Strong Brain Technology, a unicorn company from Hangzhou, has established its presence in Cyberport, Hong Kong, focusing on brain-computer interface and artificial intelligence integration [1][3] - The company has signed a memorandum of cooperation with Hong Kong Polytechnic University to promote the application of smart prosthetics technology in Hong Kong [1][4] Company Overview - Founded in 2015, Strong Brain Technology is the first mainland team selected for Harvard University's Innovation Lab and the first unicorn enterprise in non-invasive brain-computer interface technology in mainland China [1] - The company has developed the world's first mass-produced intuitive control bionic hand and holds over 460 patents, including more than 250 core invention patents in the brain-computer interface field, ranking among the global leaders [1] Strategic Importance - The establishment of the Asia-Pacific R&D base in Hong Kong reflects the company's confidence in the local innovation environment and highlights Hong Kong's role as a "super connector" for mainland enterprises to expand internationally [1][2] - The collaboration with Cyberport aims to leverage the ecosystem in artificial intelligence, data science, and cybersecurity to accelerate research breakthroughs and application of scientific results [2] Future Plans - Strong Brain Technology plans to enhance cooperation with local universities and research institutions in Hong Kong to drive the development of next-generation brain-computer interface products [3] - The company aims to utilize Hong Kong's advantages as an international financial center and trade hub to facilitate product exports to Asia, Africa, and international markets [3] Research Collaboration - The partnership with Hong Kong Polytechnic University will focus on establishing a joint research center for brain-computer interfaces, combining academic and technological resources to advance product development and clinical evaluation [4]

Core Viewpoint - Qiangnao Technology, a unicorn company from Hangzhou, has established its presence in Hong Kong's Cyberport, focusing on the integration of brain-computer interfaces and artificial intelligence [1][4] Group 1: Company Overview - Qiangnao Technology was founded in 2015 and is the first non-invasive brain-computer interface unicorn in China, having developed the world's first mass-produced intuitive control bionic hand [1] - The company holds over 460 patents, including more than 250 core invention patents in the brain-computer interface field, ranking among the top globally [1] - Qiangnao Technology has achieved significant breakthroughs in rehabilitation, health, and human-computer interaction [1] Group 2: Strategic Partnerships and Collaborations - Qiangnao Technology signed a memorandum of cooperation with Hong Kong Polytechnic University to promote the application of smart prosthetics technology in Hong Kong [1][5] - The company aims to leverage Hong Kong's talent resources and collaborate with local and international partners to expand the application boundaries of brain-computer interfaces in rehabilitation and embodied intelligence [5] Group 3: Market Expansion and Development Goals - The establishment of the Asia-Pacific R&D base in Hong Kong reflects the company's confidence in the local innovation environment and its strategic goal of expanding into international markets [1][2] - Qiangnao Technology plans to utilize Hong Kong's advantages as an international financial center and trade hub to promote product exports to Asia, Africa, and international markets [5] - The company aims to accelerate the transformation of research results and enhance its competitive advantage in international financing and market expansion [2][5]

Group 1: Innovation in Pharmaceuticals - China has made significant progress in innovative drug development, with the number of new drug approvals increasing from 4 in 2015 to 37 in 2024, and the proportion of first-in-class drugs rising from 4% to 38% [1] - Despite the advancements, challenges such as lack of original theories and technologies, intense competition, changing international environments, and payment system issues pose risks to sustainable industry growth [1][2] Group 2: Development of eVTOL Industry - The eVTOL industry in China is rapidly developing, currently leading globally, supported by the foundations laid by the aviation and new energy vehicle industries [2] - Key technological challenges include distributed propulsion aerodynamics, high-energy power sources, and safety control in complex environments, with a focus on smart technologies to enable autonomous flight [2] Group 3: Quantum Computing and Technology - The development of quantum technology is highlighted as a path for differentiation, with significant progress in solid-state quantum computing and scientific instrument research [3] - Emphasis is placed on the need for China to strengthen its independent research and development of scientific instruments to become a technological powerhouse [3] Group 4: Brain-Computer Interface Advancements - Brain-computer interfaces are categorized into brain control and brain modulation, with potential applications in aiding patients with movement disorders and treating mental health conditions [3] - Innovative non-invasive techniques are being explored to target specific brain areas for treatment, avoiding the side effects associated with traditional invasive surgeries [3] Group 5: Overall Technological Landscape - The reports from the four academicians reflect China's technological self-reliance and the competitive landscape of global technology [4] - Addressing the challenges is crucial for China to maintain a leading position in disruptive innovation and to secure control over technological advancements [4]

3.1 亿老年群体的智能守护：养老机器人正改写养老格局！ 汉鼎智库咨询 2025-09-29 人形机器人在康养领域的市场潜力正逐步释放，随着全球老龄化趋势加剧， 养老机器人已被视为未来科技和医疗健康融合的重点突破口。 2025 年 1 月发布的《中共中央国务院关于深化养老服务改革发展的意见》 是首个以党中央国务院名义，对养老服务工作进行体系化制度设计的纲领性政策 文件，其中提出要加快养老科技和信息化发展应用，研究设立养老服务相关国家 1 科技重大项目，重点推动人形机器人、脑机接口、人工智能等技术产品的研发应 用。 根据国际机器人联合会(IFR)发布的数据推算，2020 年中国养老机器人市场 规模约 38 亿元，2024 年中国养老机器人市场规模约 79 亿元。随着人工智能、 5G 通信技术、云计算、大数据等信息技术的发展，传感器、伺服电机、AI 芯片、 减速器等核心部件的成熟，养老机器人在智能照护领域正从"功能实现"向""体 验优化"转型。未来 5 年预计将以 15%左右的复合增长率快速增长，到 2030 年 中国养老机器人市场规模将达 183 亿元。 数据来源：国际机器人联合会(IFR) 在全球老龄化浪潮汹 ...

作者 | 华卫 人类与 AI 间的对决，自 2016 年的 AlphaGo 打赢世界围棋冠军李世石起，就开始不断出现在大众视线中，出圈的例子更是不少。 曾担任《最强大脑》节目首席科学家的刘嘉，也亲眼见证过这样一场比赛。当时，还是百度大脑首席科学家的吴恩达带着搭载百度大脑的智能机器人小 度上了舞台，与人类组选手比拼起"看照片认脸"。面对多轮挑战，最终人类最顶尖的面孔识别选手不敌 AI。 这个结果，好似当头一棒重重敲向了此时正往北京师范大学副校长一职奔赴的刘嘉。他火速向学校递交辞呈，重新钻进实验室，将全部心思转投到 了脑科学与 AI 的交叉研究中。 回到 2025 年的今天，我们更是已置身于一个几乎被 AI 包围的时代。去年，诺贝尔物理学奖和图灵奖双双花落 AI 领域。今年年初爆火的 DeepSeek 让"无所不知"的大模型遍布朋友圈，随后 Manus 的横空出现又将 AI 完全自主的蓝图放到大众眼前。AI 真的将超越人类吗？身处于现在的时代，这个话 题已被推至现实议程，越来越多的人能够感觉到一种深切的危机感。 在今年 6 月出版的新书《通用人工智能：认知、教育与生存方式的重构》中，刘嘉用"近乎疯狂"几个字来形容 ...

从"脑机接口"到"脑机交互"，背后是技术维度的全面升级。专业领域里，脑机接口仅能建立大脑与外部 设备的"单向通信"，而脑机交互则实现了大脑中枢、外周神经与肢体的"多模态神经系统闭环协同控 制"。目前，团队正加速技术优化，短期内将实现无需电子屏幕辅助，仅靠轻便脑电帽就能在户外复杂 场景中完成高效人机交互，这一突破将进一步拓展脑控技术在无人机领域的应用边界，为农业植保、应 急救援、低空物流等场景提供更灵活的解决方案。 作为推动技术落地的"创新枢纽"，西安兵器基地先进概念验证中心承担着将实验室成果转化为市场产品 的关键角色。该中心由北方投资公司与西安电子科技大学联合共建，2024 年成功获得省级认定，配备 了4万余平方米的孵化空间，聚焦辅助驾驶、低空探测、伪装识别、脑机 / 肌机接口等前沿领域，开展 原理验证、场景验证、商业前景验证等全链条服务，让科技成果真正从实验室走向市场。 在全球科技创新竞争中，大量实验室成果因缺乏转化桥梁难以落地，而概念验证中心正是要打通这一关 键堵点。中心运行以来，深度融入陕西秦创原驱动平台，充分发挥西安兵器基地的产业资源优势，构建 起"基地+企业+高校"的产学研用深度融合模式，多项技术正 ...