Core Insights - ONWARD Medical N.V. has appointed Ali Kiboro as Chief Financial Officer effective January 2026, bringing over 25 years of financial leadership experience in the medical technology sector [1][2][3] Company Overview - ONWARD Medical is a neurotechnology company focused on spinal cord stimulation therapies aimed at restoring movement, function, and independence for individuals with spinal cord injuries and other movement disabilities [4][5] - The company has developed proprietary ARC Therapy and has received 10 Breakthrough Device Designations from the FDA, with its ARC EX System cleared for commercial sale in the US and Europe [4] - ONWARD is also working on an investigational implantable system called ARC-IM, which addresses unmet needs such as blood pressure instability after spinal cord injury and can integrate with brain-computer interfaces and artificial intelligence [4] Leadership and Strategy - CEO Dave Marver expressed confidence in Ali Kiboro's ability to drive growth and scale within the life sciences sector, highlighting the importance of Kiboro's experience at this critical stage for ONWARD [3] - Ali Kiboro holds an MBA in Finance from The Wharton School and a Bachelor of Science in Finance, summa cum laude, from Duquesne University, indicating a strong educational background in finance [3]

1月23日，国新办举行新闻发布会，介绍2025年知识产权工作进展情况。 据国家知识产权局副局长芮文彪介绍，截至2025年底，我国国内(不含港澳台)发明专利有效量达到532 万件，每万人口高价值发明专利拥有量达到16件。专利密集型产业增加值占GDP比重升至2024年的 13.38%，超额完成知识产权"十四五"规划预期目标。 "从数据反映出的特点来看，我国创新质量持续提升。"芮文彪称，我国国内(不含港澳台)有效发明专利 中，高价值发明专利同比增速比总体水平高2.2个百分点，数量达到229.2万件。信息技术管理方法、计 算机技术、医学技术等领域的有效发明专利增速最快，人工智能专利有效量居全球前列，在量子科技、 生物制造、脑机接口、第六代通讯等未来产业布局了一批关键核心技术专利，有力促进了高水平科技自 立自强。 最新数据显示，我国专利密集型产业的增加值突破18万亿元，占GDP的比重从2020年的11.97%提升到 2024年的13.38%，对经济增长的贡献度稳步提高。全球前5000个品牌中，我国品牌价值达1.81万亿美 元，位居全球第二。 值得一提的是，随着我国超额完成国家"十四五"规划提出的12件"每万人口高价值发 ...

Core Insights - ONWARD Medical N.V. has successfully implanted its investigational ARC-BCI® Therapy in two additional individuals with spinal cord injuries, bringing the total number of human implants to seven, reinforcing its leadership in brain-computer interface (BCI) technology for restoring movement in paralyzed individuals [1][7] Company Overview - ONWARD Medical is a neurotechnology company focused on developing therapies to restore movement, function, and independence for individuals with spinal cord injuries and other movement disabilities [5] - The company has received 10 Breakthrough Device Designations from the FDA and its ARC EX® System is cleared for commercial sale in the US and Europe [5] - The company is headquartered in the Netherlands, with additional facilities in Switzerland and the US [6] Technology and Research - The ARC-BCI Therapy involves an implant placed epidurally on the motor cortex, which records brain signals related to movement intention and uses AI to decode these signals for spinal cord stimulation [3] - The latest procedures were conducted at the Centre Hospitalier Universitaire Vaudois in Switzerland, involving a 35-year-old woman and a 39-year-old man, aimed at restoring upper- and lower-limb movement, respectively [2] - The ARC-BCI System has been supported by over eight years of human safety data and has received Breakthrough Device Designation from the FDA in 2024 [3] Funding and Support - The ongoing clinical feasibility studies for ARC-BCI Therapy are supported by grants from the European Union's Horizon Europe program, the Christopher & Dana Reeve Foundation, and the Swiss State Secretariat for Education, Research and Innovation [4]

前言 每周日至每周四22:00推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解 禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热 点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①商业航天+存储芯片+第三代半导体！这家公司相关导电浆料产品已经用于商业航天卫星太阳翼，未来三 年存储业务有望实现持续增长；②商业航天+PCB+人形机器人+ CPO+算力+脑机接口+无人驾驶+英伟 达！这家公司已获新一代人形机器人项目定点，已向T客户供应自动驾驶相关PCB产品；③光刻机+商业航 天+芯片+AI眼镜+华为！公司加速布局半导体光刻和商业航天卫星领域。 ...

Group 1 - The core viewpoint of the news is the announcement of the first batch of 20 key technology projects under the "reveal the list and take the lead" initiative in Henan Province, aimed at addressing major industrial technology needs and promoting innovation [1][2] - The initiative has already released two batches of 23 projects, with 13 projects successfully approved and a total financial support of 200 million yuan from the provincial government [1][2] - The new batch of 20 projects includes 9 major technology demand projects and 11 common technology tackling projects, expected to drive a total investment of 800 million yuan and over 300 million yuan in R&D investment, with projected annual sales revenue of nearly 740 million yuan and tax revenue of 110 million yuan [2] Group 2 - The projects focus on key areas such as artificial intelligence, high-end equipment, ecological protection of the Yellow River basin, and genetic resource innovation, aligning with national strategies for high-quality development [1][2] - The provincial government encourages qualified units nationwide to participate in the initiative, providing support for application consultation and project implementation to enhance the industrial scale and promote transformation and upgrading [2]

Group 1 - Anthropic has implemented stricter technical safeguards to prevent third-party tools from masquerading as the official Claude Code client, leading to the interruption of functionalities in AI programming tools like OpenCode and Cursor, and the banning of some developer accounts [2] - Google announced a collaboration with Walmart and other retailers to expand the shopping capabilities of its Gemini AI model, introducing an "instant checkout" feature that allows consumers to complete purchases directly within the chat interface [2] - High德红外 unveiled its new generation infrared imaging technology, ApexVision, at CES, which integrates a new series of infrared detectors, a high-performance processing platform, and intelligent algorithms for various applications in industrial manufacturing and scientific research [2] - China FAW Group has published a new patent for a brain-machine interface that enhances intention recognition in complex driving scenarios, aiming to improve driver comfort and operational efficiency [2]

Core Insights - Datasea Inc. has made significant advancements in acoustic-driven technologies aimed at brain-computer interfaces (BCI) and rehabilitation robotics, which are expected to support applications in embodied intelligence and health robotics within a multi-billion-dollar market [1][12]. Group 1: Technology Advancements - The company has developed two key acoustic technology initiatives focused on assistive communication and rehabilitation robot control, enhancing the application of BCI technologies [3][4]. - The assistive communication initiative aims to create a BCI-based system for recognizing user intentions and controlling external devices, particularly for patients with neurological conditions [4][5]. - The rehabilitation robotics initiative seeks to translate neural signals into structured control logic for upper-limb rehabilitation robots, improving the alignment of neural signal interpretation with robotic execution [6][7]. Group 2: Integration and Framework - Datasea's advancements build upon its existing acoustic-driven BCI technology framework, which addresses issues such as noise interference and signal stability during BCI signal acquisition [8][10]. - The company is establishing a complete technical loop that includes signal enhancement, personalized intent decoding, structured system control, and feedback mechanisms, laying a foundation for industrial-grade BCI technology deployment [10][11]. Group 3: Market Context - The global BCI market is projected to reach approximately USD 15–20 billion by 2030, with non-invasive BCI technologies expected to grow rapidly due to their safety and broader application potential [16]. - Key demand drivers for BCI technologies include medical rehabilitation, consumer electronics, and intelligent wearable devices, supported by a growing ecosystem for technology and application [12][16]. Group 4: Strategic Collaborations - Datasea has initiated collaborations with domestic health robotics companies to integrate its acoustic-driven BCI technologies into health robot systems, facilitating the transition from research and development to practical applications [11].

Group 1 - The A-share market achieved a record trading volume of 3.64 trillion yuan on January 12, surpassing the previous record of 3.49 trillion yuan set during the "924 market" [1] - The Shanghai Composite Index rose by 1.09% to 4165.29 points, while the Shenzhen Component Index increased by 1.75% to 14366.91 points, and the ChiNext Index gained 1.82% to 3388.34 points [1] - The trading volume increased by 492.2 billion yuan compared to the previous day [1] Group 2 - The AI application sector, commercial aerospace, and brain-computer interface sectors were notably active, with several stocks hitting the daily limit up [3] - Stocks such as Yidian Tianxia and Zhidema saw significant gains, with multiple stocks in the AI application sector reaching the 20% limit up [3] - The commercial aerospace sector also performed well, with companies like Xingtum Kexin and Tianyin Machinery hitting the 30% and 20% limit up, respectively [3] Group 3 - The driving force behind the A-share market's rise on January 12 was the widespread surge in AI application stocks and the ongoing momentum in commercial aerospace stocks [4] - Looking ahead to 2026, the market is expected to remain positive, with technology anticipated to be the core theme [4] - The global macroeconomic environment is favorable, with major economies showing steady growth and a low-risk outlook, while global interest rates are expected to remain low, benefiting capital markets [4]

Market Performance - The A-share market saw a strong performance on January 9, with the Shanghai Composite Index breaking the 4100-point mark, reaching its highest level since July 2015 [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.06 trillion yuan, an increase of 296.3 billion yuan compared to the previous trading day [1] - By midday, the Shanghai Composite Index was at 4095.33 points, up 0.3%, with a transaction volume of 851.4 billion yuan [1] Sector Highlights - The commercial aerospace concept stocks surged, with over ten stocks including Xinke Mobile and JuLi Sockets hitting the daily limit [1] - AI application concepts also gained traction, with stocks like Yiyuan Media and GuoXin Health seeing significant increases [1] - The controllable nuclear fusion concept continued its strong performance, with Hongxun Technology achieving three consecutive daily limits [1] - Conversely, the brain-computer interface concept saw declines, with Meihua Medical dropping over 10% [1][2] Institutional Insights - CITIC Securities predicts that the chemical industry's capital expenditure will gradually recover, suggesting investment opportunities in high-energy-consuming products like calcium carbide and caustic soda [3] - CICC notes that the monetization of Chatbots is primarily subscription-based overseas, while domestic models are free, indicating a potential shift in business models in the future [3] - CITIC JianTou highlights the white liquor industry's cyclical bottoming phase, suggesting a potential investment opportunity as the market approaches the Spring Festival [3] Economic Indicators - In December, the Consumer Price Index (CPI) rose by 0.2% month-on-month and 0.8% year-on-year, driven by increased consumer demand [4] - The Producer Price Index (PPI) saw a month-on-month increase of 0.2% but a year-on-year decrease of 1.9%, influenced by international commodity prices and domestic capacity management policies [4] Policy Developments - Five departments, including the Ministry of Industry and Information Technology, issued guidelines to promote the construction and application of industrial green microgrids, aiming for a renewable energy self-consumption rate of at least 60% [5] - The Shanghai government plans to boost the advertising industry's revenue to over 450 billion yuan by 2028, emphasizing the integration of AI and digital advertising [6][7]

2026年1月6日盘中，软件开发板块走强，截至10:56，中证软件服务指数强势上涨1.03%，成分股同花顺 上涨7.70%，指南针上涨6.37%，财富趋势上涨5.74%，光环新网，达梦数据等个股跟涨。 消息方面，工业和信息化部发布，2025年前11个月，我国软件和信息技术服务业运行态势良好，实现收 入139777亿元，同比增长13.3%。软件业利润总额16954亿元，同比增长6.6%。软件业务出口568.9亿美 元，同比增长8.1%，增速连续9个月保持正增长。 华安证券指出，计算机和软件开发行业在政策支持下展现出强劲的发展潜力。十四五规划中AI、量子 科技、集成电路、脑机等重点领域已实现数据突破，十五五规划进一步聚焦工业制造、航天、低空、量 子、脑机、具身智能、算力基础设施等方向。行业经营质量改善，研发投入稳定，销售费用控制良好， 未来有望延续高关注度与估值优势。 数据显示，截至2025年12月31日，中证软件服务指数前十大权重股分别为科大讯飞、金山办公、同花 顺、指南针、恒生电子、拓维信息、润和软件、三六零、软通动力、深信服，前十大权重股合计占比 60.89%。 软件ETF(159852)跟踪中证软件服务指 ...