Group 1 - The article highlights the upcoming artificial intelligence training course in Zhejiang province, focusing on the current state and development trends of the robotics industry, presented by Wang Xingxing, CEO of Yushu Technology [1] - The training program, which started in March, aims to educate provincial officials on AI through approximately 10 sessions, covering general knowledge, industry applications, related policies, and case studies [3] - Previous speakers in the training series include leaders from the "Six Little Dragons of Hangzhou," emphasizing the importance of local tech leaders in educating government officials [4] Group 2 - The "Six Little Dragons of Hangzhou" refers to six leading tech companies in Hangzhou, including Yushu Technology and Qiangnao Technology, known for their significant technological breakthroughs and international influence [6] - A meeting chaired by Zhejiang Provincial Secretary Wang Hao discussed enhancing the integration of technological innovation and industry, with input from 20 representatives from enterprises and research institutions, including three from the "Six Little Dragons" [7] - The Zhejiang provincial government aims to establish a strong foundation for AI industry development, positioning the region as a national innovation hub for artificial intelligence [7]

Core Insights - The report indicates that the current market sentiment is rated at 31 points, categorizing it as "cold," which suggests a cautious investment environment [5][9]. - Key themes identified for investment opportunities include medical devices, brain-computer interfaces, and artificial intelligence (AI) [6]. Market Sentiment - The market sentiment temperature indicator shows a score of 31 points, indicating a "cold" market environment. Historical trends suggest that when sentiment is below or near 30 points, the market may find some support [5][9]. - Recent improvements in market sentiment and supportive policies are leading to a gradual upward trend in the market [9]. Hot Themes Tracking - **Medical Devices**: The National Medical Products Administration is seeking opinions on measures to optimize lifecycle supervision and support innovation in high-end medical devices. This includes accelerating the release of standards for medical exoskeleton robots and imaging equipment. Related companies include United Imaging Healthcare (688271) and Mindray Medical (300760) [6]. - **Brain-Computer Interfaces**: At the 2025 Zhongguancun Forum, officials indicated that advancements in AI are accelerating the development of brain-computer interface technologies. The Ministry of Industry and Information Technology plans to issue guidance to promote innovation in this sector. Related companies include Innovation Medical (002173) and Weisi Medical (688580) [6]. - **AI**: Following the release of OpenAI's GPT-4o, there has been a surge in AI-generated images on social media. This trend is expected to continue, with related companies being Shengtian Network (300494) and Aofei Entertainment (002292) [6]. Capital Flow Analysis - The report lists the top ten stocks with the highest net inflow of capital, with Yonghui Supermarket (601933) leading at approximately 107.74 million yuan [10]. - Conversely, the top ten stocks with the highest net outflow include Luxshare Precision (002475), with a net outflow of approximately -127.85 million yuan [12]. Industry Overview - The report highlights the sectors with significant net inflows and outflows, indicating investor sentiment towards various industries. The retail sector shows a positive net inflow, while the electronics sector experiences substantial outflows [16][22].

Key Points on Trade and Economic Policies - The Chinese government strongly opposes the U.S. imposition of tariffs, viewing it as a violation of World Trade Organization rules and a threat to global economic stability [3] - Six Chinese trade associations have issued statements against the U.S. tariffs, supporting the government's countermeasures [3] - Following the announcement of the "disastrous" tariff policy, U.S. Treasury Secretary Bessent may be planning to resign due to his opposition to aggressive tariff increases [3] Key Points on Commodity Markets - The commodity market is experiencing significant downturns due to the U.S. government's tariff policies, with oil prices dropping over 8% and gold prices also declining [5] - The unexpected tariff policies have led to increased trade costs for non-U.S. countries, resulting in weakened global economic expectations and reduced commodity demand [5] Key Points on Macroeconomic Indicators - China's commodity price index for March was reported at 113.4 points, showing a month-on-month increase of 0.7% and a year-on-year increase of 1.3%, indicating a positive start to the year [7] - In the first quarter, China's offline consumption index grew by 14.2% year-on-year, with small commodity market activity increasing by 16.3% [8] Key Points on Domestic Stock Market - Gold-related ETFs have seen a surge in investment, with total assets exceeding 110.468 billion yuan and an average net asset growth rate of around 20% this year [10] - Several lithium companies reported significant losses for 2024, with Tianqi Lithium losing 7.905 billion yuan and Ganfeng Lithium losing 2.074 billion yuan, indicating ongoing challenges in the lithium market [10] - Over half of the listed securities firms have reported a reduction in IT personnel, with some major firms cutting over 200 positions, while others are increasing hiring [11] Key Points on Financial Sector Developments - Several small public fund companies have increased their registered capital, reflecting shareholder confidence in the long-term value of the industry [14] Key Points on Real Estate Market - In the first quarter, over 70% of the top 100 real estate companies saw a decline in market value, although there are signs of stabilization in the housing market [16] Key Points on Industry Developments - The State Grid Corporation reported a 27.7% year-on-year increase in investment by the end of March, marking a historical high for the first quarter [18] - The AI open-source community Hugging Face has ranked Alibaba's Qwen2.5-Omni model at the top, indicating advancements in AI technology [18] - The brain-computer interface technology is making significant progress in the medical field, with clinical validation of the "North Brain No. 1" system underway [18] Key Points on International Trade and Tariffs - The U.S. government has officially implemented a 10% baseline tariff on most imported goods [22] - The new tariffs, particularly a 25% tariff on imported cars, have raised concerns in Germany, which heavily relies on exports to the U.S. [22] - The new tariff policies are expected to increase costs for various industries in the U.S., ultimately affecting consumers [22] Key Points on International Stock Market Reactions - Nintendo has postponed the pre-order of its Switch 2 in the U.S. due to the potential impact of the new tariffs [26] - Jaguar Land Rover has suspended exports to the U.S. in response to the new tariff measures [26] Key Points on Commodity Prices - Global trade tensions have led to a sell-off in gold, with prices adjusting downwards despite a year-to-date increase of over 15% [28] - The price of palm oil exports from Malaysia has decreased by 6.44% in early April [30]

报名：首届全球眼科大会 | 议程更新 报名：首届全球骨科大会 | 议程更新 报名：首届全球心血管大会 | 奖项申报 合作伙伴征集：2025全球手术机器人大会 据悉，2025年3月31日，湖北率先为脑机接口医疗服务定价，明确3个项目收费标准，为未来技术落地服务患者打下基础。 | 项目名称 | 价格(元/次) | | --- | --- | | 侵入式脑机接口 置入费 | 6552 | | 侵入式脑机接口 取出费 | 3139 | | 非侵入式脑机接口 适配費 | ે રેણ | # 意义分析 2025年3月12日，国家医保局发布 《神经系统类医疗服务价格项目立项指南》 ，其中专门为脑机接口新技术单独立项，设立了侵入式脑机接口置入费、取出费，非侵入式脑机接口适配费等价格项目。这意味着，一旦脑机接口技术成 熟，快速进入临床应用的收费路径已经铺好。 湖北省医保局于2025年3月31日发布全国首个脑机接口医疗服务价格，这一举措具有多方面的重要意义。 对医疗行业的意义： 此前脑机接口技术因收费模糊难以大规模临床应用，定价之后 3月中旬，国家医保局发布《神经系统类医疗服务价格项目立项指南》，其中专门为脑机接口新技术价格单独 ...

Core Insights - The report indicates a neutral market sentiment with a score of 42, suggesting a balanced outlook for investors [2][10] - Recent trends show a gradual improvement in market sentiment, supported by favorable policies, leading to a potential upward market trajectory [10] Market Themes Tracking - **Medical Devices**: The National Medical Products Administration is seeking opinions on measures to optimize lifecycle regulation and support innovation in high-end medical devices. This includes accelerating the release of standards for medical exoskeleton robots and imaging equipment. Key companies include United Imaging Healthcare (688271) and Mindray Medical (300760) [7] - **Brain-Computer Interface**: At the 2025 Zhongguancun Forum, officials highlighted the rapid advancement of AI technology driving the development of brain-computer interfaces. The Ministry of Industry and Information Technology plans to issue guidelines to promote innovation in this sector. Relevant companies include Innovation Medical (002173) and Weisi Medical (688580) [7] - **AI**: Following the release of OpenAI's GPT-4o, there has been a surge in AI-generated images on social media. This trend is expected to continue, with companies like Shengtian Network (300494) and Aofei Entertainment (002292) positioned to benefit [7] Major Capital Inflows and Outflows - The report lists the top ten stocks with significant net inflows, including AVIC Capital (600705) with a net inflow of 518.73 million and Xinyada (600571) with 505.03 million [11] - Conversely, the top ten stocks with net outflows include Lanshi Heavy Industry (603169) with a net outflow of 558.67 million and Luxshare Precision (002475) with 455.99 million [13] Industry Analysis - The report highlights the financial sector (SW Non-Bank Financials) as the leading industry for net inflows, totaling 1.43 billion, while the electronic sector experienced the highest net outflow of 1.83 billion [16][21] - The medical and biological sector is noted for significant net outflows, amounting to 307.59 million, indicating potential challenges in this industry [21]

今年正值"交个朋友"直播间的五周年，罗永浩也为直播间的五周年营销活动请来了一批重量级的"科技朋 友"。除了强脑科技，另外的几家杭州"六小龙"最近也纷纷做客或即将做客罗永浩直播间。 罗永浩"交个朋友"直播间五周年，开始"卷"科技。 4月1日晚，杭州"六小龙"之一的强脑科技高级合伙人何熙昱锦与罗永浩在抖音"交个朋友"直播间展开对 谈，向观众展示公司的前沿技术。据了解，这是"非侵入式脑机接口"技术首次通过直播间进入公众视野。 作为领先的脑机接口公司，强脑科技以"非侵入式脑机接口+智能仿生义肢"为核心技术路线，致力于为肢 体残障人群提供可负担的高科技助残设备。在直播现场，真实的用户通过强脑科技的非侵入式脑机设备控 制智能仿生手和仿生腿，完成高难度动作挑战。比如用户佩戴仿生手演奏电子琴、佩戴仿生腿在跑步机上 跑步等等。 在直播现场，强脑科技工作人员还介绍了超级传感器如何在不切入的情况下，实现从信号到采集再到解析 的过程。"比如，当我们在做一个握拳的动作的时候，大脑会发出一个信号，通过神经传导到胳膊上，会 形成一系列的电信号，电信号会驱动手臂做这些动作。但是截肢患者没有手，他们就想象自己的手在活 动，但是他们的残肢上还是 ...

据了解，我国自主研发的"北脑一号"第3例人体植入手术20日在天坛医院成功完成，此前在 北大第一医院、首都医科大学宣武医院分别进行了临床试验。目前，3例患者状态良好。这 意味着我国自研无线皮层脑机接口植入人脑实现新突破。 值得一提的是，就在这一突破性手术的八天前，3月12日，国家医保局发布《神经系统医疗 服务价格项目立项指南》，其中专门为脑机接口新技术价格单独立项，设立了"侵入式脑机 接口植入费""侵入式脑机接口取出费"等价格项目，各地对接落实立项指南后，脑机接口医 疗收费将有规可依。 这意味着，一旦脑机接口技术成熟，快速进入临床应用的服务收费路径已经铺好。 政策上已经给脑机接口铺好了路，那么，从技术上看，脑机接口真的准备好了吗？ 前不久，医疗行业迎来一个新消息。 据悉，半侵入式脑机接口"北脑一号"成功帮助因渐冻症导致失语的患者重建交流能力。临床 实践显示，其单字解码时延小于100毫秒，处于领先水平。 01 从科幻走到现实 《黑客帝国》中，主人公通过脑机接口与矩阵系统连接，穿梭于现实与虚拟世界；《攻壳机动队》中， 脑机接口成为人与机器重要的连接桥梁……这些科幻场景都涉及一项前沿技术——脑机接口。 脑机接口早已不 ...

● 本报记者 傅苏颖 让失语患者"开口"的"北脑一号"、2025脑机接口十大创新成果重磅揭晓、脑机接口标准化路线图……在 近日举办的2025中关村论坛年会上，这些成果不仅成为大会焦点，更集中展现了我国在脑机接口领域的 强大科研实力与创新活力。3月31日，在论坛年会举办的脑机接口创新发展与应用论坛上，与会嘉宾认 为，脑机接口技术堪称脑科学皇冠上的明珠，正快步迈向产业应用的前沿。它搭建起生物脑与机器间的 高速信息通路，不仅会彻底变革人机交互的模式，更为深入解析大脑奥秘打开了新的大门。目前来看， 脑机接口仍处于早期阶段，在核心部件、信号采集与分析等方面，面临诸多挑战。建议脑机接口领域大 力研发双向交互系统，解决视觉、触觉反馈以及信号写入脑内的技术难题，搭建起完整的读写交互体 系。 共建脑机接口产业生态 近年来，一系列政策相继出台，为脑机接口产业发展注入强劲动力。3月31日，国家药监局就《关于优 化全生命周期监管 支持高端医疗器械创新发展的举措（征求意见稿）》公开征求意见。征求意见稿提 出，优化特殊审批程序。加强对人工智能、生物材料"揭榜挂帅"产品的注册指导，配合相关部门出台基 于脑机接口技术的医疗器械产品支持政策， ...

脑机接口技术作为新兴科技领域的一颗璀璨明星，正引领着从理论探索到实际应用、从基础研究到多产业融合的深刻变革。3月31日，2025中关村论坛年会 ——脑机接口创新发展与应用论坛召开，会上探讨了脑科学核心理论与人工智能等前沿技术的发展如何为脑机接口技术带来创新性的突破。论坛上，北京脑 科学与类脑研究所联合所长、特聘研究员罗敏敏进行"脑机未来发展趋势"的主旨演讲，汇报了"北脑一号"目前的临床情况。 脑机接口创 BRAIN COMPUTER INTERFACE IN 脑 机 智 中国·北京 "北脑一号"从实验室走向临床，也是我国脑机接口领域的重大突破。 "现在组织的好几个解码团队，针对北大医院、宣武医院和天坛医院的患者每天都在采集数据，晚上回来分析数据校正模型，第二天再去测试，在宣武医院 患者的语言解码正确率已经超过60%，比想象中的还要顺利一点。"在当日论坛上，罗敏敏也对"北脑一号"目前的临床情况进行了介绍。 谈及脑机的发展，罗敏敏在会上表示，脑机接口领域还是属于一个早期的阶段。在各个方面，包括核心部件、电极信号的采集、无线传输信号的分析，还是 有一些重大的挑战需要解决。 在当日论坛上，脑机接口产业联盟发布了202 ...

Core Insights - The article highlights the release of the "Top Ten Innovations in Brain-Computer Interface (BCI)" by the Brain-Computer Interface Industry Alliance during the Zhongguancun Forum, showcasing significant advancements in BCI technology and applications. Group 1: Innovations in BCI Technology - "Beijing Brain No. 1" completed the first international implantation of a flexible high-throughput semi-invasive wireless brain-computer system, featuring a 128-channel micro, wireless, low-power fully implanted system for clinical validation in motor function decoding and language decoding for conditions like ALS [1] - The "Three-in-One" cranial implantable brain-spinal interface micro-device, developed by Fudan University, utilizes a minimally invasive 4-hour surgery to implant a flexible electrode with a diameter of only 1mm, achieving a 90% reduction in trauma area and a 92.7% accuracy in lower limb muscle control [2] - The dual-loop collaborative evolution brain-computer interface system proposed by Tianjin University introduces the concept of collaborative evolution, enabling information exchange between biological intelligence and machine intelligence, laying a theoretical foundation for practical BCI systems [3] Group 2: Advanced Applications and Models - LaBraM, the world's first large brainwave model developed by Shanghai Lingwei Technology, processes EEG data with superior performance in emotion recognition tasks compared to traditional deep learning models, and has been recognized in ICLR 24 hot papers [4] - A mixed reality-based brain-computer interface system from East China University of Science and Technology integrates virtual and real control frameworks for efficient control of quadruped robots in complex environments [5] - A rechargeable directional Bluetooth perceptive brain pacemaker from Beijing Pinchi Medical Equipment Co., Ltd. is designed for treating Parkinson's disease and other neurological disorders, featuring innovations in directional stimulation and remote control capabilities [6] Group 3: Medical Devices and Treatments - A dual-target implantable deep brain stimulation system for drug addiction treatment developed by Jingyu Medical Technology is the first of its kind, filling a technological gap in addiction therapy and has received FDA breakthrough device designation [7][8] - A non-invasive brain-computer interface rehabilitation training device from Shanghai Shaonao Sensor Technology has been clinically tested in over 10 top-tier hospitals, achieving a 92% doctor approval rate and 85% patient satisfaction [9] - The non-invasive closed-loop temporal interference deep brain stimulation system from Shenzhen Zhongke Huayi Technology integrates multimodal neural imaging data and AI algorithms for precise brain area modulation, improving stimulation focus by over 60% [10] Group 4: Standardization and Future Directions - The Brain-Computer Interface Standardization Roadmap (2025) developed by the China Academy of Information and Communications Technology provides a comprehensive framework for the standardization of BCI technology, promoting its global application and innovation [11]