近期，脑机接口领域热点不断。 据央视新闻消息，2月3日至4日，全国首届脑机接口开发者大会在天津召开，近千名来自全国各地脑机 接口领域的技术开发者、算法工程师、头部企业代表、临床医生及行业专家齐聚天津，集中探讨脑机接 口技术的前瞻布局和场景落地，构建更具活力的脑机接口未来产业创新生态。 "脑机交互与人机共融海河实验室"微信公众号2月4日发布消息称，近日，由脑机交互与人机共融海河实 验室周鹏智慧中医团队牵头，天津中医药大学第一附属医院等多家优势单位联合研发的全国首个脑控针 灸融合神经康复装备平台"神工—华佗"在津落地。 （文章来源：中国证券报） 中国证监会网站显示，脑机接口企业博睿康技术（上海）股份有限公司（简称"博睿康"）2月4日在上海 证监局办理辅导备案登记，拟首次公开发行股票并上市，辅导机构为中信证券。 博睿康成立于2011年11月18日，注册资本6000万元，法定代表人为胥红来。 辅导备案报告显示，胥红来直接持有公司12.2453%股份，通过北京博睿康投资合伙企业（有限合 伙）、上海博睿康企业管理合伙企业（有限合伙）控制公司11.0879%股份，合计控制23.3332%股份， 为公司控股股东。 博睿康网站 ...

Core Insights - The event "Praise for China's Economy - Entrepreneur Night" was held on January 29 in Beijing, where Han Bicheng, founder and CEO of Qiangnao Technology, was honored [2][14] - The event highlighted the advancements in brain-computer interface (BCI) technology, showcasing its potential to transform the lives of disabled individuals [3][17] Company Overview - Qiangnao Technology aims to utilize advanced technology, specifically thought control, to assist individuals with disabilities in regaining mobility and independence [4][16] - The company was founded by Han Bicheng in 2015, making it a pioneer in the BCI industry, which has seen significant growth and recognition in recent years [6][19] Technological Development - BCI technology has evolved through two main phases: a long experimental phase and a recent industrialization phase, with Qiangnao Technology being a representative enterprise in this field [6][19] - The technology is categorized into invasive and non-invasive types, with Qiangnao focusing on non-invasive methods that are safer and more applicable to consumer markets [7][19] Applications and Impact - Current applications of BCI technology include providing neural-controlled prosthetics for limb-disabled individuals, enabling communication for autistic children, and improving sleep for those with insomnia [8][20] - The technology has the potential to address significant health issues, as approximately one-third of global healthcare spending is related to brain health [22] Future Goals - Qiangnao Technology has set an ambitious goal to help 1 million disabled individuals regain mobility within the next 5 to 10 years [5][18] - The company is optimistic about the integration of AI with BCI technology, which could enhance data analysis and improve user experience [21] Policy Support - The Chinese government has recognized BCI technology as one of the six key future industries in its 14th Five-Year Plan, indicating strong policy support for its development and commercialization [22]

每经AI快讯，2月5日，A股脑机接口板块尾盘回升，爱朋医疗短线拉升涨超4%，创新医疗、博拓生 物、可孚医疗、塞力医疗等个股跟涨。消息面上，中国提出多项APEC合作项目，涉及脑机接口技术 等。 每日经济新闻 ...

Core Viewpoint - The announcement by Elon Musk regarding Neuralink's plan for large-scale production of brain-machine interface devices in 2026 has reignited interest in the brain-machine interface market, leading to a surge in related stocks in the A-share market. Company Developments - As of early 2026, no brain-machine interface companies are publicly listed in the A-share market, prompting several leading domestic players to eye capital market entry [1] - Strong Brain Technology has reportedly submitted a confidential IPO application in Hong Kong, positioning itself as a leader in non-invasive brain-machine interface technology [1] - On February 4, 2026, BoRuiKang Technology (Shanghai) Co., Ltd. completed the filing for guidance registration with the Shanghai Securities Regulatory Bureau, aiming for an initial public offering [1] Company Background - BoRuiKang specializes in the research, development, production, and sales of brain-machine interface systems and aims to provide comprehensive solutions for neuroscience research and clinical applications [2] - The company has completed 32 cases of spinal cord injury patients' implants and follow-ups by the end of 2025 and is advancing its registration for Class III medical devices [3] - Founded in November 2011, BoRuiKang's core team includes experts from Tsinghua University's Neuroengineering Laboratory and clinical neuroscience [3] Financing History - BoRuiKang has undergone multiple rounds of financing since its inception, with notable investors including Sequoia China and Baidu Ventures [4] - The company completed its first financing round in December 2015, raising 12 million yuan, followed by subsequent rounds in 2018 and 2019, raising 30 million yuan and 60 million yuan respectively [4] - The latest financing round occurred in March 2025, although the amount raised was not disclosed [5] Industry Outlook - The brain-machine interface sector is recognized as a key development area in China's future industrial strategy, with significant policy support and funding initiatives from cities like Shanghai and Shenzhen [6] - The industry is at a critical juncture, transitioning from technological breakthroughs to commercialization, supported by favorable policies and the anticipated mass production of Neuralink devices [6]

2月5日上午10时，国务院新闻办公室举行新闻发布会。国家市场监督管理总局标准技术管理司司长刘洪 生介绍了中国标准"走出去"的情况。 他表示，2025年，市场监管总局以标准互联互通服务高水平对外开放，主要成效体现在三个方面： 一是打通双向通道，推动标准"引进来"和"走出去"协同并进。在"引进来"方面，我们修订发布《采用国 际标准管理办法》，突出"精准采用""高效转化"，加快将国际标准转化为国内标准。截至2025年底，我 国总体国际标准转化率已达88.9%，2025年全年转化1510项国际标准，其中文化、气象等领域的转化率 达到100%，航空、建材、机械等领域的转化率超过90%。在"走出去"方面，2025年在新能源、传统医 学、脑机接口等领域，牵头制定发布ISO、IEC国际标准285项，同比增长26.7%。在生物技术、人工智 能、工业网络等领域，向ISO、IEC提出国际标准提案505项，同比增长15.8%。 下一步，市场监管总局将结合海南自由贸易港和自贸区建设等需求，推动开展标准制度型开放试点，邀 请国际专家参与我国标准体系的建设，加大重点领域标准外文版供给，培养更多"懂标准、通国际"的复 合型人才，支撑高质量共 ...

每经AI快讯，证监会网站显示，脑机接口企业博睿康技术(上海)股份有限公司于2026年2月4日在上海证 监局办理辅导备案登记，拟首次公开发行股票并上市，辅导机构为中信证券。辅导备案报告显示，胥红 来直接持有公司12.2453%股份，通过北京博睿康投资合伙企业(有限合伙)、上海博睿康企业管理合伙企 业(有限合伙)控制公司11.0879%股份，合计控制23.3332%股份，为公司控股股东。 ...

Market Overview - The A-share market opened lower on February 5, with the Shanghai Composite Index down 27.18 points, a decrease of 0.66%, closing at 4075.03 points [1] - The Shenzhen Component Index fell by 135.43 points, a decline of 0.96%, closing at 14020.84 points [1] - The CSI 300 Index decreased by 33.94 points, down 0.72%, closing at 4664.75 points [1] - The ChiNext Index dropped by 33.79 points, a decline of 1.02%, closing at 3277.72 points [1] - The STAR 50 Index fell by 29.82 points, down 2.05%, closing at 1423.66 points [1] Sector Performance - The photovoltaic equipment sector experienced a pullback, with major stocks like Aotewi down over 10% and Junda Co. and Jincheng Co. both down over 9% [1] - The precious metals sector opened lower, with Hunan Silver down over 6% and other stocks like Sichuan Gold and Xiaocheng Technology also declining [1] - The banking sector was active at the start, with Qilu Bank rising nearly 3% and other banks like Chongqing Bank and Jiangyin Bank also seeing gains [1] Company News - The EU has announced an investigation into Goldwind Technology due to concerns about government subsidies distorting market competition [3] - The Chinese Foreign Ministry criticized the EU's unilateral trade measures as discriminatory and damaging to the EU's image [3] - Market rumors suggest that Elon Musk's team visited several Chinese photovoltaic companies, but confirmed that no cooperation agreements have been signed [3][7] - Companies like Jingsheng Mechanical and Dualgood Energy stated that the "space photovoltaic" application is still in the exploratory stage and has not impacted their current performance [4] - Long光华芯 faced issues with false information regarding a supposed investment from Huawei, which the company strongly condemned [4] Industry Developments - The AI industry is entering a critical phase, with a focus on the integration of AI into manufacturing and the development of key technologies [8][15] - The commercial aerospace sector is seeing new opportunities with the establishment of satellite launch technology facilities, which could enhance launch efficiency and reduce costs [9] - The coal market is facing changes due to Indonesia's proposed production cuts, which may impact China's coal supply [12]

据IPO早知道消息，博睿康技术（上海）股份有限公司（以下简称"博睿康"）于2026年2月4日同中 信证券签署辅导协议，正式启动科创板IPO进程。 这意味着，博睿康成为又一家启动IPO的脑机接口企业——稍早前，彭博社引述消息报道，"杭州六 小龙"之一的强脑科技以保密形式在香港递交IPO申请。 有望打造国内首个上市的植入式脑机接口产品。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 成立于2011年的博睿康核心团队来自脑机智能全球Top5的清华大学神经工程实验室以及临床神经领 域的医疗市场专家，其一家以自主创新的"脑-机接口"技术为核心，专业从事脑-机接口系统相关设 备的研发、生产、销售以及技术服务，致力于为神经科学创新研究和临床神经疾病诊断、治疗与康复 研究提供专业、完整的解决方案。 值得一提的是， 2023年10月，博睿康与清华大学生物医学工程系洪波教授团队合作研发的脑机接 口产品NEO在首都医科大学宣武医院完成了首例植入 ，后陆续在北京天坛医院、上海华山医院、江 苏省人民医院等开展可行性试验并取得显著成效。2024年8月，NEO进入国家药监局创新医疗器械 特别审评 ...

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 临港实验室（核心股）官微消息，2月3日，临港实验室李昊团队与中国科学院脑智卓越创新中心刘真研 究组合作，在神经生物学顶级学术期刊《Neuron》在线发表了题为"A mesoscale optogenetics system for precise and robust stimulation of the primate cortex"的研究论文。研究团队成功建立了基于介观光遗传技 术的新型超高通道数脑机接口，攻克了对灵长类大脑皮层长期、精准、稳定刺激的技术难题，为脑机接 口和脑科学（核心股）研究领域带来了重要突破。 国信证券指出，脑机接口已进入"技术突破向商业化跃迁"的关键节点，锚定"政策+技术+场景"三重主 线。当前行业受益于十五五规划重点布局、医保赋码与医疗器械（核心股）标准落地等政策红利，叠加 Neuralink量产预期与国内临床突破的催化，全球市场规模有望迎来爆发式增长。从产品端看，侵入式产 品仍在临床试验，非侵入式产品已有部分上市，包括医疗端的脑机接口运动康复系统，以及消费端的安 睡仪等。随着芯片、电极、算法等技术的发展，法规标准的不断 ...

Core Insights - The article highlights the accelerated pace of institutional research on A-share listed companies as they release their 2025 performance forecasts, indicating a proactive approach to investment strategies for the new year [1] Group 1: Institutional Research Trends - Over 700 A-share listed companies have received institutional research since the beginning of the year, with over 20 companies attracting more than 100 institutions each [1] - Key sectors attracting attention include electronics, machinery, and pharmaceuticals, with power equipment and non-ferrous metals also being closely monitored [1] Group 2: New Product Launches - Several companies have announced accelerated timelines for new product mass production, showcasing confidence in growth for the new year [2] - Nepean Mining revealed plans to globally promote its innovative composite liner product in 2026, supported by the gradual production ramp-up of overseas facilities [2] - Huqin Technology's robotics division is set to deliver mass-produced robots in 2026, following significant advancements in R&D and project execution [2] - Jiemai Technology is investing in a production line for critical products, with mass production expected by mid-2026 [2] Group 3: Brain-Computer Interface Developments - Companies like Xiangyu Medical and Aipeng Medical are focusing on brain-computer interface technologies, with Xiangyu Medical planning to launch nearly 100 products by the end of 2026 [3] - The integration of software with rehabilitation equipment is expected to enhance product offerings and market competitiveness [3] Group 4: Industry Expansion and Growth - The demand for AI and computing power is driving growth in sectors like optical communication and liquid cooling, prompting companies to accelerate production capacity [4] - Daikin Heavy Industries reported a tight production schedule for overseas projects, anticipating significant growth in offshore wind energy markets [4] - Zhongji Xuchuang noted a strong order backlog extending into Q4 2026, indicating sustained high demand in the industry [4] Group 5: Storage and Liquid Cooling Innovations - Dike Technology plans to increase its storage chip output target to between 30 million and 50 million units in 2026, aiming to enhance revenue and net profit [5] - Dingtong Technology is expanding its liquid cooling production capabilities to meet rising customer demand [5] - Haitai Ruisheng is building a second overseas delivery base in Southeast Asia, expected to support significant orders from major tech clients [5] Group 6: Mergers and Acquisitions - Companies are increasingly pursuing mergers and acquisitions to enter new markets and drive growth [6] - Yingtang Zhikong plans to acquire Guanglong Integration and Aojian Microelectronics to enter the optical communication sector [6] - Dinglong Co. is acquiring Haofei New Materials to tap into the lithium battery functional materials market, with expected sales growth in 2026 [6] Group 7: Strategic Investments - Tianlu Technology is reallocating funds to projects aimed at enhancing its product offerings in the display industry, with equipment for the TAC film project expected to be operational by mid-2026 [7]