将投中网设为"星标⭐"，第一时间收获最新推送 速览投资风口，掌握资本律动。 作者丨 长风 来源丨 东四十条资本 大家好，我是长风。今天给大家带来这一周资本市场的专业投研信息。 焦点回顾： 硬科技赛道，具身智能独角兽们"杀疯"了。 本周，生产力型通用智能机器人公司智平方（AI² Robotics）宣布完成超10亿元B轮系列融资，投资方颇 为豪华：中车资本、百度战投、沄柏资本、国泰海通、多家特斯拉生态链龙头企业及地方基金等。至此，智平方在一年内累计完成12轮融资，估值超百 亿人民币，也成为这一波深圳首个百亿具身智能独角兽。此外，具身智能企业千寻智能连续完成两轮融资近 20 亿元，为行业发展注入强劲动能。本轮 融资阵容堪称行业资本的集中亮相：云锋基金、某头部国资机构、混沌投资（葛卫东）、红杉中国等超一线机构重磅入局；Synstellation Capital、 TCL创投、明荟投资（汇川技术董事长朱兴明家办）等产业资本协同加注；重庆产业投资母基金、杭州金投等国有资本鼎力支持；360基金、厚雪资本 等战投机构共同参与。 大健康赛道，脑机接口持续火热。 本周，专注无创脑机接口与神经调控的空山慈科技宣布完成Pre-A轮融 ...

Core Insights - Brain-computer interface (BCI) technology is transitioning from laboratory research to clinical applications, with significant advancements in treating conditions like paralysis and ALS [1] - The approval of the first Class III medical device registration for transcranial magnetic stimulation (TMS) signifies a shift towards standardized treatment options for depression, enhancing the credibility and adoption of such technologies in clinical settings [2][4] - Chinese companies, particularly Yirui De Group, are leading in the development and commercialization of non-invasive BCI technologies, indicating a strong domestic capability in this emerging field [1][2] Industry Developments - The approval of Class III certification for TMS devices is expected to promote orderly development in the industry, allowing more medical institutions to adopt these technologies for depression treatment [2][4] - The integration of multi-modal data for personalized treatment plans is being pursued, with the aim of creating individualized brain maps for more effective therapy [5] - The inclusion of BCI treatments in health insurance plans at an affordable price point is seen as a catalyst for wider adoption and development of home-use devices [8] Clinical Applications - BCI technology is being utilized in various clinical settings, including enabling paralyzed patients to walk and providing communication aids for ALS patients [6][7] - The development of "neural bypass" techniques through BCI represents a breakthrough in understanding and intervening in neural signal transmission, opening new avenues for treating neurological disorders [7] - Future applications may involve combining BCI with pharmacological treatments and rehabilitation training to create comprehensive, personalized therapy protocols [9] Market Dynamics - The increasing number of companies entering the BCI market is indicative of the industry's maturation, presenting both challenges and opportunities for established players [10] - The lack of industry standards and compliance issues may pose risks, but companies with strong technical foundations and regulatory adherence are likely to gain competitive advantages [10] - The focus on developing affordable, effective non-invasive products is crucial for expanding the market reach and achieving the vision of a healthier society [8]