南京生物医药谷50余项产品技术国内外首创 以创新为引擎 全速竞逐医药新赛道 "未来10年，对于脑科学领域是个机遇，比如脑卒中患者有语言障碍，只要戴上一顶'魔法帽'，他的想 法就能变成文字显示出来，这也是我们中心正在孵化的'汉语魔法帽'项目。"程和平院士介绍。 早在今年3月，江北新区揭牌成立"江苏省类脑智能技术创新中心"。该中心由北京大学分子医学南京转 化研究院牵头，联合南京医科大学、南京脑科医院等多方资源，计划用5年时间突破一批前沿科技成 果。 不仅是脑科学领域，在基因与细胞治疗、器官芯片等前沿赛道上，南京生物医药谷也在加速布局，比如 在基因与细胞治疗方面，已打造了涵盖基因检测、诊断、试剂、免疫细胞治疗、CAR-T细胞治疗的全产 业链。本月初，园区企业尧唐生物宣布完成超3亿元B轮融资，公司首席技术官王子君博士表示："处在 药谷这样的产业集群之中，为企业发展带来了很多助力，尧唐生物也得以快速发展。" □ 南京日报/紫金山新闻记者 李都 通讯员 钱钰玲 全球首款全人源BCMA CAR-T细胞治疗1类新药福可苏、全球首创"硒代技术"的1类抗流感新药济可 舒、全球首个且唯一获得NMPA、FDA、CE认证的肿瘤NGS大 ...

"我们要努力去做别人不敢想、不敢做的事，才能形成具有突破性的原创成果，培育新兴交叉学科 增长点，打造基础研究优势学科集群。"浙大发展规划处处长尹建伟说，目前，浙大21个学科入选一流 学科建设名单，绝大多数学科在第五轮学科评估中取得可喜进步。 浙大持续实施人才强校战略，"人尽其才、才尽其用"的人才生态，成为浙大学科拔尖造峰中的亮眼 风景。 这是浙大"面向2030的学科会聚研究计划"（简称"创新2030计划"）实施以来的重要成果之一。浙大 在全国高校中率先探索以学科会聚构筑创新高地特色模式，紧紧围绕国家战略需求和世界科学前沿，以 重大战略问题为导向，前瞻布局和重点发展一批会聚型学科领域。"创新2030计划"分批实施11个学科会 聚研究计划，将学科会聚的理念转化为大规模实践，将学科优势转化为服务国家重大战略需求、驱动经 济社会高质量发展的核心力量。 以最先启动的"脑科学与人工智能会聚研究计划"为例，该计划不仅获批脑机智能全国重点实验室等 高能级创新平台，还成立了全国首个"脑科学与脑医学学院"，荣获世界人工智能大会最高奖项，成为脑 科学与人工智能领域国家战略科技力量和拔尖创新人才培养汇聚的战略基地。 浙江大学脑机智能 ...

Core Insights - The rapid development of brain science in China over the past decade has been significantly driven by breakthroughs in interdisciplinary technologies such as imaging, molecular biology, and artificial intelligence [1] Group 1: Innovations in Brain Science - The "North Brain No. 1" intelligent brain-machine system is the first international semi-invasive brain-machine interface product that achieves over 100 channels of high-throughput, wireless implantation, aimed at helping patients with motor and speech disabilities due to spinal cord injuries, strokes, and ALS [1][3] - The "Wukong" ultra-large-scale neuromorphic brain computer, developed by Zhejiang University, features a neuron scale close to that of a monkey brain and can complete simulation tasks in one minute that traditional computers take a day to perform [4] - A wearable atomic magnetometer brain magnetometry system has been developed to overcome the high cost and low flexibility of traditional brain magnetometry, making it applicable in various fields such as brain science research and brain-machine interface [4][6] Group 2: Clinical Applications and Benefits - The "North Brain No. 1" has been implanted in five patients, primarily benefiting those with motor disabilities from spinal cord injuries and strokes, demonstrating not only functional replacement but also rehabilitation effects [3] - The system has shown a signal quality stability of over 98% six months post-implantation, indicating its effectiveness in clinical applications [1] - A localized olfactory function assessment and training system has been developed to provide early warning solutions for neurodegenerative diseases such as Alzheimer's and Parkinson's, achieving international leading levels in reliability and validity [6]

脑科学是21世纪前沿科学领域之一，而介观脑图谱研究是开启大脑奥秘的一把关键钥匙。它致力于绘制 精细的"大脑地图"，通过精准定位神经细胞、解析神经网络连接，为深入理解脑功能机制、攻克重大脑 疾病以及推动类脑智能技术突破，提供不可或缺的支撑。 根据《国际灵长类介观脑图谱联盟白皮书》，脑图谱大科学计划未来十年将在人类和非人灵长类脑图谱 研究领域实现三大突破：一是绘制首个全面的具有细胞类型特异性的灵长类全脑介观联接图谱，揭示支 撑认知功能的神经网络架构原理；二是通过整合单细胞和空间转录组、蛋白质组、表观遗传组等数据， 建立单细胞分辨率、多组学的灵长类脑细胞图谱，揭示全生命周期生理和病理状态下细胞多样性的系统 表征；三是绘制突触的精细三维结构图谱，识别与认知等脑功能相关的突触特征标记，揭示与衰老及脑 疾病相关的突触超微结构。 "全脑介观神经联接图谱"大科学计划是中国凝聚全球脑科学核心科技力量、引领新一轮科技革命的关键 举措之一。自2020年科技部在上海召开"全脑介观神经联接图谱"大科学计划启动前期工作座谈会并宣告 成立中国工作组以来，该计划已凝聚一批全球顶尖科研团队，实现多项技术突破，并持续扩大国际合作 网络。上海作为 ...

Core Viewpoint - Sanbo Neuroscience (301293.SZ) continues to invest in the brain science sector through fund participation, aiming to enhance its industry chain and clinical capabilities [1][2]. Investment Activities - The company plans to invest 57 million yuan in the establishment of Tianjin Yuanming Haihe Brain Science Venture Capital Partnership, focusing on brain science investments [2]. - The total fundraising target for this fund is 300 million yuan, concentrating on clinical advantages in brain disease diagnostics, treatment, health management, and medical information [2]. - In August, the company announced investments of 87 million yuan and 10 million yuan in two other funds, totaling 154 million yuan in investments within a month [3]. Company Performance - Sanbo Neuroscience has shown continuous growth since its listing in 2023, with revenue reaching 1.313 billion yuan and a net profit of 78.238 million yuan, marking increases of 22.73% and 23.31% year-on-year, respectively [4]. - For 2024, the company expects revenue to grow by 8.84% to 1.429 billion yuan, with net profit increasing by 34.24% to 105 million yuan, marking the first time net profit exceeds 100 million yuan [4]. - In the first half of 2025, the company achieved revenue of 827 million yuan, a year-on-year increase of 17.54%, with net profit reaching 69.696 million yuan, also a new mid-year high [5]. Regional Revenue Breakdown - The main revenue sources for the company are from the Southwest and North China regions, contributing 51.63% and 31.6% of total revenue, respectively [5].

Core Viewpoint - The announcement highlights that the company's subsidiary, Shenzhen Pengrui Brain Science Technology Co., Ltd., has obtained medical device registration certificates for portable EEG machines and portable EEG collectors, which are essential components of the company's multimodal ADHD behavior training system [1] Group 1 - The registered products include a portable EEG machine and a portable EEG collector, both with a validity period of 5 years [1] - The registration certificate numbers are 粤械注准20252071190 for the portable EEG machine and 粤械注准20252071188 for the portable EEG collector [1] - The development of these products is expected to positively impact the company's expansion in brain science, neurological disease diagnosis, and cognitive training fields [1]

Core Viewpoint - Sanbo Brain Science aims to enhance its hospital management capabilities and clinical diagnosis levels while leveraging capital markets for investment in brain science-related medical equipment and pharmaceuticals [1] Investment Strategy - The company plans to establish a limited partnership focusing on brain science, primarily investing in next-generation medical devices, consumables, and drugs for the diagnosis and treatment of brain diseases [1] - Priority will be given to investing in early-stage small and medium enterprises located in the Changping area [1]

Group 1 - The core issue causing children's frustration with learning is not the knowledge itself, but the pressure associated with it [4][5] - Long-term exposure to high-pressure situations increases the sensitivity of the amygdala, leading to a heightened state of alertness in the brain [5][6] - When the brain associates "learning" with "threat," it triggers a defensive response, making it difficult for children to engage with their studies [7][9] Group 2 - Continuous high-pressure learning environments can lead to a decrease in memory retention and an increase in anxiety, creating a vicious cycle [9][10] - Repeated experiences of failure can weaken the brain's reward system, leading to a perception that "learning equals pain," which undermines motivation [10][11] - The brain's plasticity allows for the possibility of reshaping learning pathways through positive experiences [16][17] Group 3 - Breaking down learning tasks into smaller, achievable goals can activate the brain's reward pathways and enhance motivation [19][20] - Restoring autonomy in learning is crucial, as allowing children to make choices can improve their cognitive engagement and memory efficiency [22][24] - Providing continuous positive feedback through visual tools can reinforce the belief that effort leads to rewards, enhancing the learning experience [25][28]

Market Overview - The market showed strong fluctuations throughout the day, with the Shanghai Composite Index recording a seven-day winning streak, reaching a new high for the year, while the ChiNext Index rose over 1% in the afternoon [1] - Semiconductor stocks collectively surged, with Cambrian Technology hitting the daily limit and reaching a new high [1] - The liquid cooling server concept continued to perform strongly, with companies like Dayuan Pump Industry and others hitting the daily limit [1] - Local stocks in Xinjiang maintained strength, with multiple stocks achieving three consecutive limits [1] - The military industry sector experienced fluctuations, with Jihua Group dropping over 7% [1] Hot Topics Domestic Chips - Domestic chip stocks saw significant gains, with companies like Haili Co., Wante Development, and others hitting the daily limit [4] - Cambrian Technology recorded a daily limit with a trading volume exceeding 15 billion, setting a historical high [4] - The rise in domestic chips is attributed to the increasing demand for computing power and the gradual slowdown in technological supply, providing an opportunity for Chinese AI chip manufacturers to catch up [5][6] Brain Science - The brain science sector performed well, with companies like Innovation Medical and Qisheng Technology hitting the daily limit, while others saw gains exceeding 10% [7] - The Ministry of Industry and Information Technology and other departments released implementation opinions to promote the innovation and development of the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 [7] - The establishment of the Hubei Brain-Computer Interface Industry Innovation Development Alliance indicates growing support for this sector [7] Liquid Cooling Servers - The liquid cooling sector remained active, with Dayuan Pump Industry achieving two consecutive limits, and other companies like Xinpeng and Hongsheng hitting the daily limit [10] - The demand for liquid cooling technology is expected to increase as traditional cooling methods become inadequate for high-performance computing systems [12] - The value of core components in liquid cooling systems is projected to exceed 200,000 yuan per unit, indicating a strong market potential for this technology [12] Stock Performance Highlights - Notable stock performances included: - Cambrian Technology (688256.SS) with a 20% increase, reaching a price of 848.88 [5] - Innovation Medical (002173.SZ) with a 9.99% increase, reaching a price of 20.59 [8] - Dayuan Pump Industry (603757.SS) with a 10% increase, reaching a price of 35.41 [11]

Core Insights - The Danyang Huichuang Medical Equipment Co., Ltd. is an innovative national high-tech enterprise focused on brain health, leveraging research outcomes from Beihang University [1] - The company has undertaken several national key research and development programs and significant technological projects in Jiangsu Province related to "brain-computer interfaces" [1] - The provincial market supervision and drug administration officials expressed strong support for the company's development needs, highlighting the promising market prospects for brain science-related projects [1] Company Overview - Danyang Huichuang Medical Equipment Co., Ltd. specializes in innovative diagnostic and therapeutic technologies and products for brain health [1] - The company has a research center dedicated to brain science, where it develops products and conducts clinical trials [1] Government Support - Provincial officials emphasized the importance of communication and service to support the company's high-quality development and contribute to local industrial growth [1] - Local government leaders are committed to enhancing collaboration with provincial agencies to provide quality services and support for technological and industrial innovation [1]