人脑工程板块日K线图 张大伟 制图 ◎记者 徐蔚 1月8日，A股在前期强势上涨后迎来显著分化，上证指数微幅回调，而科创综指逆势走强。脑机接口、 可控核聚变等前沿科技赛道的核心代表，在政策支持、技术突破的多重催化下，成为市场赚钱效应的集 中载体。截至收盘，上证指数跌0.07%，报4082.98点；深证成指跌0.51%，报13959.48点；创业板指跌 0.82%，报3302.31点；科创综指涨1.14%，报1766.57点。全市场3731只个股上涨，111只个股实现涨 停，成交额达2.83万亿元，连续4个交易日维持在2.5万亿元以上，交投活跃度居高不下。 普利特1月7日披露机构调研纪要称，公司的LCP薄膜产品适合作为脑机接口的柔性电极材料使用。LCP 薄膜技术壁垒极高，全球仅有三家企业具备大规模量产能力，普利特是国内唯一实现该技术突破的企 业。目前，公司已与海外客户关于公司LCP薄膜在脑机接口领域的应用进行了共同开发以及验证工作， 进展顺利。国内相关行业客户公司目前也正在积极地对接中。 可控核聚变掀涨停潮 可控核聚变概念昨日再度走强，中国核建、雪人集团、国机重装等10余只个股涨停。2026年开年以来， 可控核聚 ...

Summary of New Wei Medical Conference Call Company Overview - New Wei Medical focuses on interventional brain-machine interface technology, utilizing a minimally invasive approach through the jugular vein to access brain vessels for signal collection, differentiating itself from invasive technologies like those developed by Musk's company [2][5] Key Points and Arguments - **Product Development Timeline**: New Wei Medical plans to complete type testing and animal experiments by mid-2026, initiate clinical enrollment in the second half of 2026, and expects to finish all patient enrollment and submit for regulatory approval by 2028 [2][3][4] - **Independent Subsidiary**: The company has established an independent subsidiary named "Wei Brain Technology" to focus on the development of interventional brain-machine interfaces and related investment collaborations, with plans to expand the team to 20 members [2][9] - **Technical Specifications**: The interventional brain-machine interface device uses a nickel-titanium alloy stent with electrode configurations of 4 or 16 channels, with signal processing chips placed subcutaneously beneath the clavicle [2][8] - **Animal Testing Results**: Animal experiments have shown stable signal strength, with a small-tailed sheep experiment maintaining 97%-98% signal strength after 18 months, validating the feasibility of the technology [2][11] Competitive Landscape - **Comparison with Musk's Technology**: New Wei Medical's approach avoids the need for craniotomy, which is required by Musk's invasive technology. This results in lower surgical risks and higher patient acceptance. The company claims its method ensures stable signal transmission due to the encapsulation of the electrode stent by the vessel wall, preventing displacement issues [5][10] Clinical Trial Plans - **First Patient Enrollment**: The company plans to conduct its first clinical trial in 2026, targeting 30-50 patients primarily for limb rehabilitation indications, with a follow-up period of approximately six months [4][10] - **Regulatory Recognition**: New Wei Medical is the only approved project for interventional technology routes in a national initiative co-hosted by the Ministry of Industry and Information Technology and the National Medical Products Administration, indicating recognition of its innovative technology [4][6] Challenges and Future Directions - **Technical Limitations**: The interventional approach may face challenges in accessing smaller, more distal blood vessels, necessitating the design of smaller electrode stents for broader brain area applications [11][12] - **Future Applications**: The company aims to extend its technology from motor function areas to visual and auditory functions, as well as explore emotional management and other research directions [11][12] Additional Insights - **Market Potential**: With 2,500 hospitals in China capable of performing the minimally invasive procedure, New Wei Medical is positioned to leverage a broad market for its technology [5] - **Investment and Collaboration**: The subsidiary aims to attract external partnerships and capital to enhance its operational capabilities and cover more consumer-level application scenarios [9]

Core Viewpoint - The article highlights the advancements in brain-computer interface technology through the example of Qiangnao Technology, which has developed a smart bionic hand that enables users to perform complex tasks, showcasing the potential for human-robot coexistence in the future [1][3]. Group 1: Company Overview - Qiangnao Technology, founded in 2015, is the first unicorn in the brain-computer interface sector in China, focusing on non-invasive brain-computer interface technology for nearly a decade [5]. - The company recently completed a financing round of approximately 2 billion yuan, making it the second-largest in the global brain-computer interface field after Neuralink [3]. Group 2: Product Development - Qiangnao Technology has launched several products, including smart bionic hands and legs, as well as brain-machine intelligent sleep devices, creating a product matrix that spans medical rehabilitation, consumer health, and advanced robotics [8]. - The smart bionic hand has been successfully used in major events such as the Beijing Winter Paralympics and the Hangzhou Asian Para Games, indicating its practical application and recognition [10]. Group 3: Technological Advancements - The company has developed a solid gel electrode that allows for convenient brain signal acquisition without the need for conductive paste, overcoming a significant barrier in non-invasive technology [7]. - Qiangnao's Revo 2 bionic hand, weighing only 383 grams, can exert a grip force of 50N and carry weights of up to 20kg, showcasing its advanced multi-modal tactile sensing capabilities [12]. Group 4: Competitive Advantage - Qiangnao Technology has established a unique technological and commercial moat through large-scale production and cost control, managing to reduce the cost of its smart bionic hand to one-fifth to one-seventh of similar products in Europe and the U.S. [15]. - The company has achieved mass production of 100,000 units of high-precision brain-computer interface products, demonstrating its capability for industrial-scale production [15]. Group 5: Future Vision - With the recent funding, Qiangnao Technology aims to accelerate technological iterations, expand into global markets, and deepen its product offerings in rehabilitation, health, and human-machine interaction [16]. - The company's strategic direction is evolving from addressing rigid medical needs to broader applications in health, targeting to assist 1 million individuals with physical disabilities and 10 million patients with Alzheimer's, autism, and sleep disorders within the next 5 to 10 years [18].

智通财经APP获悉，周四，脑再生科技(RGC.US)盘前续涨近20%，此前三个交易日累涨157%，现报 62.94美元。消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑 机接口设备进行"大规模生产"。并同步推进流程高度精简、几乎完全自动化的手术方案，最关键的突破 在于，设备中的电极丝将直接穿过硬脑膜，而无需将其切除。 国内方面，1月7日，工业和信息化部等八部门联合印发《"人工智能+制造"专项行动实施意见》，明确 提出将加快脑机接口(BCI)等新型终端的产业化、商业化进程。 分析指出，在技术突破、政策驱动和全球产业共振的合力下，脑机接口正从一个前沿科学概念，急速迈 向商业化和产业化的"关键一跃"。 ...

1月8日，脑机接口概念板块重燃活跃走势，多只相关个股盘中走强，成交额维持高位。Wind数据显 示，当日，万得脑机接口概念指数上涨3.97%。尽管1月7日指数出现回落，但1月5日至8日，指数累计 涨幅仍达18.28%。 消息面上，"杭州六小龙"之一的强脑科技8日回复上海证券报记者采访时表示，公司近日完成的约20亿 元融资消息属实，相关资金将用于加速脑机接口核心技术研发、极限工程突破以及产品规模化和量产落 地。 与此同时，多家A股公司提示，相关业务仍处于研发或市场培育阶段，尚未形成规模化收入，需理性看 待概念热度。 多只个股走出4连板 1月8日，脑机接口概念盘中震荡回升。南京熊猫走出4连板，普利特、创新医疗同步4连板。其中，创新 医疗收盘价为31.49元，股价创历史新高。爱朋医疗收涨超19%，鹭燕医药、海南海药、岩山科技、塞 力医疗等跟涨。 自1月5日起，脑机接口板块持续"沸腾"。1月5日至6日，板块内近20只个股掀起涨停潮，1月7日，板块 出现回调。据Wind数据，1月8日，万得脑机接口概念指数上涨3.97%，单日成交额达397.17亿元，板块 情绪仍处高位。1月5日至8日，指数累计涨幅达18.28%，四日合计 ...

1月8日，脑机接口概念板块重燃活跃走势，多只相关个股盘中走强，成交额维持高位。Wind数据显 示，当日，万得脑机接口概念指数上涨3.97%。尽管1月7日指数出现回落，但1月5日至8日，指数累计 涨幅仍达18.28%。 消息面上，"杭州六小龙"之一的强脑科技8日回复上海证券报记者采访时表示，公司近日完成的约20亿 元融资消息属实，相关资金将用于加速脑机接口核心技术研发、极限工程突破以及产品规模化和量产落 地。 与此同时，多家A股公司提示，相关业务仍处于研发或市场培育阶段，尚未形成规模化收入，需理性看 待概念热度。 多只个股走出4连板 "杭州六小龙"强脑科技回应获20亿元融资 日前，有媒体报道称，"杭州六小龙"之一的强脑科技完成约20亿元融资，创下脑机接口领域除埃隆·马 斯克旗下公司神经连接（Neuralink）外的全球第二大融资纪录。 对此，强脑科技相关负责人8日在回复上海证券报记者采访时表示，确实完成该融资，募集资金将用于 全力加速脑机接口核心技术研发、极限工程突破、产品规模化和量产落地。 上述负责人对记者表示，公司的目标是在未来五到十年内，帮助100万肢体残疾人，通过佩戴神经控制 假肢恢复日常生活，重返社会 ...

Core Viewpoint - The in vitro diagnostic company, YHLO (688575.SH), has announced its entry into the brain-computer interface (BCI) sector, but faced immediate regulatory scrutiny due to inconsistent disclosures regarding its partnership with Shenzhen Brain Machine Starlink Technology Co., Ltd. [1][2] Group 1: Regulatory Scrutiny - The Shanghai Stock Exchange issued an inquiry and warning to YHLO for inaccurate and incomplete information disclosure regarding its collaboration with Brain Machine Starlink, particularly concerning the technical pathways and risks associated with the partnership [2][3] - YHLO's initial announcement described Brain Machine Starlink as a company utilizing both non-invasive and invasive technologies, but later retracted this statement under regulatory pressure, clarifying that the partner only focuses on non-invasive technology [2][3] Group 2: Company Performance - YHLO's financial performance has been under pressure, with a net profit decline of 72.36% year-on-year for the first three quarters of 2025, continuing a downward trend that began in 2023 [1][5] - The company reported a revenue of 1.287 billion yuan, a decrease of 7.69% year-on-year, and has experienced a continuous decline in revenue and net profit over the past three years [5][6] Group 3: Strategic Move into BCI - The partnership with Brain Machine Starlink appears to be a strategic attempt to revitalize market confidence amid declining performance, with the BCI sector being a trending technology area [4][6] - YHLO plans to invest no more than 15 million yuan in Brain Machine Starlink, with total estimated project costs around 30 million yuan, indicating a low financial commitment relative to its cash reserves [5][6] - The company has stated that the collaboration will not yield significant performance improvements in the short term, with potential revenue generation not expected before November 2026 [6]

Group 1 - The core viewpoint of the articles emphasizes the implementation of practical measures across various regions to achieve a strong start for the "14th Five-Year Plan" and promote high-quality economic development [1] Group 2 - Beijing has launched a significant initiative for the new year with the release of an action plan for building an artificial intelligence innovation hub, which includes nine aspects such as technological innovation and full-domain application empowerment, aiming to establish a 100,000-card-level domestic intelligent computing cluster within two years and achieve a core AI industry scale exceeding 1 trillion yuan [3] Group 3 - Jiangsu is focusing on creating a globally influential industrial technology innovation center, concentrating on key areas like biomanufacturing and future energy, with plans for 40 provincial-level major technological breakthroughs and 80 frontier technology research projects in quantum technology and brain-computer interfaces [5] Group 4 - Liaoning aims to enhance its business environment by proposing 123 specific measures to create a favorable business ecosystem, while Shanghai has released its action plan for the ninth consecutive year to accelerate the development of a world-class business environment, focusing on government services, market competition, industrial ecology, and social governance with 26 practical measures [7] Group 5 - Anhui is prioritizing high-quality development in the new energy vehicle industry through technological innovation, ecological improvement, and consumption stimulation, while Fujian is accelerating the creation of several 100 billion yuan-level marine industry clusters, and Yunnan is focusing on major projects to improve investment efficiency through nine key initiatives [9]

上证报中国证券网讯（记者 严曦梦）日前，有媒体报道称，"杭州六小龙"之一的强脑科技完成约20亿 元融资，创下脑机接口领域除埃隆·马斯克旗下公司神经连接(Neuralink)外的全球第二大融资纪录。对 此，强脑科技相关负责人1月8日在回复上海证券报记者采访时表示，确实完成该融资，募集资金将用于 全力加速脑机接口核心技术研发、极限工程突破、产品规模化、量产落地。上述负责人对记者表示，公 司目标在未来五年到十年内，帮助100万肢体残疾人，通过佩戴神经控制假肢，恢复日常生活，重返社 会。让1000万经受自闭症、ADHD、阿兹海默症、失眠等脑疾病痛苦的患者得到改善。让普通人体验到 通过脑机接口设备，用意念与世界直接交互，重塑人机融合的未来。 上述负责人介绍，本轮融资由知名机构IDG、华登国际领衔，并引入蓝思科技、韦尔股份等产业链战略 投资者。这一巨额注资正值全球脑机接口赛道热度攀升之际，显示出市场资金对该技术从实验室走向规 模化应用的信心正在急剧增强。 来源：上海证券报·中国证券网 ...

⑦ 【特朗普：将禁止机构投资者购买更多单户住宅】据新华财经，美国总统特朗普7日通过社交媒体表示，他正在立即采取措施禁止大型机构投资者购买 更多单户住宅，以应对太多人负担不起购房的问题。 每经记者｜宋欣悦 每经编辑｜程鹏 高涵 ① 【三大期指普跌】截至发稿，道指期货跌0.23%、标普500指数期货跌0.15%、纳指期货跌0.23%。 ② 【脑再生科技盘前续涨27%】脑再生科技美股盘前继续上涨27%，此前3日累计上涨157%。消息上，马斯克日前"量产预告"催化，导致脑机接口概念大 爆发。 ③ 【特朗普呼吁大幅增加国防预算，国防军工股盘前普涨，洛克希德·马丁涨超7%】国防军工股盘前普涨，诺斯罗普·格鲁曼、洛克希德·马丁涨超7%，雷 神技术涨超5%。消息面上，据央视新闻，当地时间1月7日，特朗普表示，2027年美国军事预算不应该是1万亿美元，而应该是1.5万亿美元。 ④ 【摩根大通将取代高盛，成为苹果信用卡新发行方】当地时间1月7日，苹果公司宣布，摩根大通将成为苹果信用卡的新发行方，取代之前的合作方高 盛。苹果表示，这一过渡可能需要24个月的时间。 ⑤ 【商务部回应审查Meta收购Manus】据新华社，商务部8日举行 ...