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熵基科技(301330.SZ):脑机业务预计于2026年3月推出原型机
Ge Long Hui· 2025-11-18 08:21
Core Viewpoint - The company focuses on brain-machine interface technology with applications in education, healthcare, and elderly care, utilizing AI-driven multimodal data fusion technology for product development [1] Group 1: Business Focus - The company is developing products in three main areas: analysis and diagnosis, detection-assisted rehabilitation, and treatment [1] - In the field of smart education, the company integrates brain-machine interface technology with interactive games to enhance students' concentration [1] Group 2: Product Development Timeline - The brain-machine business is expected to launch a prototype by March 2026 [1] Group 3: Strategic Partnerships - The company has formed a strategic partnership with NeuroSky, a leader in non-invasive brain-machine interface technology, to establish a joint venture [1] - The collaboration aims to create an innovative framework combining "chip + emotion cloud + industrial ecosystem" to accelerate the global strategic layout of brain-machine interface technology [1]
熵基科技:11月17日接受机构调研,中邮证券、建信基金等多家机构参与
Sou Hu Cai Jing· 2025-11-18 01:37
Core Viewpoint - Entropy Technology (301330) is actively pursuing strategic acquisitions and expanding its brain-computer interface (BCI) technology, focusing on education, healthcare, and elderly care applications, while maintaining a strong cash flow and exploring further investment opportunities [2][3][4]. Group 1: Acquisition and Financial Performance - Entropy Technology signed a "Letter of Intent" with Longzhiyuan on October 17, 2025, to acquire a 55% stake, with completion expected by the end of November [2]. - For the first three quarters of 2025, the company reported a main revenue of 1.401 billion yuan, a year-on-year decrease of 0.68%, while net profit attributable to shareholders increased by 6.24% to 128 million yuan [7]. Group 2: Brain-Computer Interface Development - The company is focusing on BCI technology in three core application areas: education, healthcare, and elderly care, utilizing multi-modal data fusion technology for product development [3]. - A prototype for the BCI business is expected to be launched by March 2026, and a strategic partnership with NeuroSky has been established to enhance BCI and multi-modal biometric technology integration [3]. Group 3: Market Position and Strategy - The BCI business overlaps with existing clients in healthcare and education, while also targeting new customer segments in consumer electronics, industry, and research [5]. - The company emphasizes a dual strategy of organic growth and external development, with the acquisition of Longzhiyuan being its first since going public [4].
熵基科技与NeuroSky成立合资公司
Core Insights - Entropy Technology (301330) has announced a strategic partnership with NeuroSky to establish a joint venture focused on integrating "chip + emotion cloud + industrial ecosystem" in the field of brain-computer interfaces and multimodal biometric recognition [1][2] - The collaboration aims to leverage both companies' technological strengths in multimodal BioCV, AI cognition, and brain-computer interface technologies, creating a complete innovation chain from core chips to algorithm platforms and application scenarios [1][2] Company Overview - NeuroSky is a leading player in the non-invasive brain-computer interface chip market, holding a significant market share and achieving breakthroughs in consumer-grade brainwave monitoring [1] - The company has developed the TGAM series dry electrode brainwave chips, which facilitate "plug-and-play" brainwave detection, lowering the barriers to brain-computer interface technology [1] - NeuroSky's innovations include the world's smallest electrocardiogram sensor, enabling widespread applications in emotion, fatigue, and sleep monitoring [1] Product Development - Entropy Technology has been focusing on multimodal BioCV and AIoT, creating an integrated ecosystem of "hardware + software + services" through its subsidiary, Entropy Brain Technology [2] - Recent product launches include brain rings, brain-controlled drones, brainwave safety helmets, and attention enhancement systems, providing mature hardware and service capabilities for technology implementation [2] Innovation Focus - The partnership will concentrate on two main areas: developing next-generation edge brain-computer interface algorithm chips that integrate various emotional and behavioral algorithms, and advancing mixed biometric recognition and brain signal collaborative analysis [2] - The emotional recognition capabilities will cover three core dimensions: optimistic emotions, negative emotions, and behavioral emotions, enabling detailed identification of fatigue, anxiety, stress, relaxation, happiness, alertness, and empathy [2] Vision and Goals - The chairman of Entropy Technology emphasized the company's commitment to a harmonious coexistence of technology and humanity, aiming to create a new era of emotional perception intelligence through the collaboration with NeuroSky [2] - NeuroSky's CEO highlighted the alignment of both companies' missions to promote the widespread application of brain-computer interface technology, aiming to enhance user experiences in safety management, health, and productivity [2]