在安徽省合肥市第四人民医院脑神经生物医学研究中心，神经生物学博士陈鹤向记者展示了抑郁样小鼠 模型在观看特定画面时，大脑视觉皮层实时神经元电信号的模拟实验，直观地揭示了抑郁状态下大脑神 经网络的异常反应。 "小鼠在特殊视觉刺激下，会突然变得狂躁不安，四处乱窜。屏幕上的脑电波数据，可以快速记录着小 鼠大脑的每一丝变化。"陈鹤说。 让小鼠"发疯"是一项前沿研究——通过特定视觉刺激，探索一种新型侵入式脑机接口，为治疗精神分裂 症和抑郁症患者寻找新的突破口。 （来源：中国政府采购报） 转自：中国政府采购报 "发疯"的小鼠如何治"心病" ■ 本报记者 马金眈 郑杨 记者了解到，国内市场现有技术绝大多数为非侵入式脑机，无法记录深部脑区的电信号，有效记录的神 经元信号达标率不足50%；而侵入式脑机长期被进口产品垄断，且无法满足深部脑区高通量信号采集需 求。 转机出现在2024年10月。合肥市启动政府采购合作创新采购试点，该院脑机接口项目成功入选。这一新 模式让政府采购从"买现成"变为"买研发"，为技术落地打通"最后一公里"。 "这是我们首个正式落地的合作创新项目，也是我们首次以政府采购新模式推动科技创新，让前沿技术 从实验室 ...

Group 1 - The core viewpoint is that Citic Securities is optimistic about the surgical robot sector, noting significant recent gains in related Hong Kong stocks due to positive catalysts from recent bidding announcements [1] - The company suggests continued attention to investment opportunities in the surgical robot sector, indicating a favorable outlook for its future [1] - In the A-share market, certain stocks in the brain-computer interface sector experienced substantial increases before the Spring Festival, highlighting potential investment themes in AI healthcare and brain-computer interfaces [1]

一是强化规划引领，聚焦构建现代化产业体系提质量促增长。科学编制新型工业化规划，强化重 大工业项目支撑，推动储备项目落地转化，加快新兴产业项目建设，形成持续增量。以"增量对冲 减量"为重要抓手，力争实现一季度"开门红"。 坚决完成全年经济社会发展目标任务 省发展改革委主任 曹俊杰 今年是"十五五"规划开局之年，省发展改革委将认真履行宏观调控和经济综合部门职责，牢固树 立和践行正确政绩观，全力以赴拼经济搞建设，埋头苦干、拼搏实干，坚决完成全年经济社会发 展目标任务。 一是拼担当、强落实，确保各项决策部署落地见效。坚持"拼"字当头，全面对标中央和省委、省 政府重大战略部署，不折不扣雷厉风行抓好落实，为跑好关键时期第一程奠定坚实基础。落实成 渝地区双城经济圈建设"十五五"实施方案，加力实施100项年度重点任务和350个共建重点项目， 推动打造"一廊两带"，加快建设国家区域发展"第四极"。优化五大片区空间布局"一张图"，支持 成都做优做强极核功能，提升省域经济副中心和区域中心城市支撑能力，支持29个扩权赋能县 （市）率先高质量发展，推动39个欠发达县域加快追赶、跨越发展。 二是拼实干、强信心，推动经济稳中有进量质齐升。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 最近，某公司因在上证E互动平台人为策划"自问自答"，信息披露构成误导性陈述，被证监会立案调 查，引起市场关注。 事情的经过并不复杂。前段时间，脑机接口概念在A股市场升温，某公司在上证E互动平台上玩起了角 色扮演，自己当托提问，再以公司名义郑重回答，宣称"已涉足脑机接口芯片领域""已量产出货""性能 参数可媲美海外头部产品"。直到监管督促介入，这场精心编排的双簧才得以现形，公司次日发布公告 承认，产品尚未实现规模化销售，技术路线与当前国际主流存在显著路径差异。 如此自导自演并非孤例。近期，已有多家上市公司因涉嫌类似的误导性陈述被监管部门立案调查，从生 物医药到人工智能，从机器人到脑机接口，哪里有风口，哪里就有"蹭热点"的身影。从公开信息看，这 些公司基本面并非乏善可陈，有公司去年业绩实现双位数增长。经营稳健、债务健康，却要在信息披露 上画蛇添足，折射出部分上市公司面对A股市场热点轮动、企业市值波动时的焦虑不定。当主业故事一 时难以打动投资者，便企图用"蹭热点"来换取短期关注，将投资者互动平台视作可以随意打扮的秀场， 试图用最小的成本，一次"自问自答"撬动股价的亮 ...

中新网广州2月25日电 (记者 王坚)广州市高质量发展大会25日在穗举行。会上，广州市科学技术局党组 书记、局长谢明称，广州将出台量子科技等赛道支持政策，布局建设脑机接口、高端科学仪器等领域类 国家技术创新中心，推动100个未来产业场景落地，争创国家未来产业先导区。 广州珠江两岸(资料图)。王坚 摄 谢明表示，将锚定建设科技创新强市目标，加强科技创新全领域布局。接下来，广州将推动产业科技互 促双强，夯实核心基础优势的同时，在提升战略引领"大科创"、提升产业能级、加速成果转化、完善创 新生态等方面重点发力。 谢明指出，推动产业科技互促双强，要继续发挥核心基础优势。要充分发挥"3+3+N"战略科技力量作 用，支持广州实验室建强建优，争创国家实验室基地，支持全国重点实验室优化升级，增强原始创新策 源功能。要加快集聚顶尖人才，持续实施"百万英才汇南粤"行动计划，2025年广州市新增五位"两院"院 士，国内首支省会城市国家自然科学基金联合基金实施一年来推动78人获得国家青年科学基金A、B类 项目，同比增长25%。 同时，要以建设国际科技创新中心重要承载地为目标，服务推动人体蛋白质组导航国际大科学计划实 施，发挥"一带一 ...

在我们的大脑上开个 25mm 的孔，再用跟红细胞大小差不多的针，往大脑里插入 128 根电极束，每根电极束上又有 8 个有传感器的电极。 也就是说，要往大脑里插入超过1000个电极，这 1000 个电极接在植入体上，植入体通过螺丝固定在头骨，弥补缺失的头骨，缝上头皮。 这就是马斯克的脑机接口公司 Neuralink 最新公布的脑机接口手术。 目前已经有 13 位高位截瘫患者和渐冻症患者接受了脑机接口手术，在术后通过练习，他们重新获得了行动能力，还能玩游戏。 因为脑机接口，也就是 BCI 或者说是 BMI，恰好处于生物、材料交叉的领域。 我们先来聊一下脑机接口的原理。 另一家脑机创业公司脑虎科技，也帮助一个因为车祸瘫痪近 3000 多天的患者，把玩游戏、操控电器的意念变成了现实。 不只是马斯克的公司，在国内，脑智卓越中心联合华山医院，在给瘫痪患者接上脑机接口后，可以实现控制轮椅移动，指挥机器狗取外卖，甚至还能重新回 归工作。 所以这次我们来聊一聊脑机接口这一中外都受到关注的领域。 脑机接口是什么？是不是一定要打开脑子插入电极？ 这项技术离实际应用，甚至是全脑接口，还有哪些需要跨越的障碍？ 21 世纪是属于生物的 ...

Core Insights - The article emphasizes the strategic importance of advancing future industries in China, focusing on key technologies and sectors that can drive economic growth and national rejuvenation [1] Group 1: Future Industry Development - The "14th Five-Year Plan" outlines a comprehensive approach to future industry development, highlighting the need for breakthroughs in key core technologies [1] - The Beijing Humanoid Robot Innovation Center has launched the "Embodied Tiangong 3.0," a new generation of general-purpose robots with significant improvements in motion control and autonomous operation [1] - The "15th Five-Year Plan" suggests forward-looking layouts for future industries, including quantum technology, biomanufacturing, hydrogen energy, nuclear fusion, brain-machine interfaces, embodied intelligence, and 6G mobile communication [1] Group 2: Brain-Machine Interface - In Guangzhou, a clinical research ward for brain-machine interfaces is helping patients with severe conditions regain mobility through non-invasive training methods [2] Group 3: Quantum Technology and Hydrogen Energy - Anhui Province has made significant advancements in quantum technology, achieving a breakthrough in scalable quantum relay modules and quantum key distribution over distances exceeding 100 kilometers [3] - Jiangxi Province is developing a comprehensive hydrogen energy ecosystem, with a recent project enabling hydrogen-powered trucks to achieve over 600 kilometers of range with quick refueling [3] Group 4: Policy Support and Innovation - The Chinese government is focusing on enhancing the collaboration between industry, academia, and research to promote key technological advancements [4] - During the "14th Five-Year Plan," China accounted for over 20% of global patent applications in biomanufacturing and produced 70% of global bio-fermentation products [4] - The development of the 6G industry is entering a critical phase of technological innovation and clearer industrial direction [4] Group 5: Investment and Support Systems - The National Venture Capital Guidance Fund will be launched in December 2025 to increase support for strategic emerging industries and future industries [5] - The National Development and Reform Commission plans to create a high-quality, comprehensive venture capital service system to support enterprise growth through governance, strategic planning, and industry collaboration [6]

证券研究报告 把握AI主线，重视新科技 ——计算机行业2026春季投资策略 行业投资评级：强于大市|维持 孙业亮/刘聪颖 中邮证券研究所 计算机团队 中邮证券 1 1 发布时间：2026-02-25 投资要点 AI大模型：2025年，中国AI大模型产品形态进入成熟期，成为市场爆发的直接推动力，低成本、高性能 的技术基础形成了从底层支撑市场高速增长的关键条件，为MaaS和企业大模型的广泛应用创造了可持续 的商业化环境；多模态模型的快速迭代将AI应用从单一文本生成扩展至图像、视频、语音等复合场景，提 升了模型的可用性与商业化潜力；同时，各大厂商通过推出通用基座模型、行业专属模型及低门槛API服 务，构建了完整的产品矩阵，极大降低了企业和开发者的接入成本；企业对AI价值的认知日益成熟，数字 化和智能化转型需求持续增长，推动客户需求从概念验证阶段进入规模化生产阶段，企业对于大模型的调 用频次和覆盖场景不断增加，从而带动MaaS平台和AI大模型解决方案市场进入了"结构性放量"周期。 AI应用：toB端，AI Agent是大模型重要的商业落地形式，已在客服、代码开发、营销、数据分析、金 融服务等多行业、多场景实现服务落地 ...

Core Insights - The "New Spring First Meeting" held across various provinces serves as a significant indicator for observing development trends and setting strategic directions for the year, particularly at the start of the "14th Five-Year Plan" [1] Group 1: Industry Upgrades - Guangdong's focus on the synergy between manufacturing and service industries highlights the importance of a modern industrial system as a foundation for China's modernization, with a GDP of 14.58 trillion yuan, maintaining the top economic position for 37 consecutive years [3][4] - The need for Guangdong to ascend the "smile curve" of industry, emphasizing advanced R&D and precise brand marketing, is crucial for overcoming current challenges in high-quality development [4][5] - Other provinces like Anhui and Hubei are also prioritizing technological innovation and new industries, with Anhui targeting quantum technology and biomanufacturing as future growth points [6][7] Group 2: Strategic Implementation - Hubei's strategic focus on becoming a key support point for central region development emphasizes specific goals such as increasing the number of large enterprises and enhancing infrastructure [7][8] - Liaoning's emphasis on project-driven growth aims to address investment declines and stimulate economic activity through effective project management and collaboration across industries [9] Group 3: Private Economy - The importance of a favorable business environment is underscored as a core competitive advantage for regional high-quality development, particularly in older industrial bases [10] - Provinces like Hebei and Hunan are actively working to improve their business environments, with Hebei aiming for a significant increase in private sector contributions to GDP by 2025 [12][13] - Fujian's initiatives to enhance the business environment have led to substantial growth in private enterprises, contributing significantly to innovation and economic activity [14]

Core Insights - China's future industry innovation is making significant progress, with 5 categories of 6G typical scenarios and 14 key capability indicators adopted by the International Telecommunication Union [1] - The global market share of humanoid robots produced in China exceeds 80% [1] - China ranks among the top tier in quantum computing, being the only country to achieve "quantum computing superiority" in both optical quantum and superconducting technology [1] - The country leads in non-invasive brain-computer interface technology, holding the highest number of patents and applications in various fields [1] - China maintains the largest scale in hydrogen production and consumption, as well as renewable energy hydrogen production capacity [1] - Approximately 20 provinces, including Beijing, Shanghai, Guangdong, and Jiangsu, have introduced policies related to future industries, with 63 pilot zones established in 8 provinces [1] Challenges - The future industry in China faces several risks, including insufficient original innovation capabilities, reliance on foreign core technologies, poor technology transfer, and an underdeveloped innovation ecosystem [2] - There is a need for a problem-oriented approach to strengthen weaknesses, mitigate risks, and enhance advantages in the future industry [2]