天津：加快推进产业焕新 金十数据5月17日讯，天津市人民政府发布关于印发天津市推动科技创新和产业创新深度融合工作方案 （2025—2027年）的通知。其中提到 加快推进产业焕新。支持化工、冶金、轻工等产业开展生产技术 改造、核心装备升级、高端产品研发，加快高端化、智能化、绿色化转型，推动传统产业升级焕新。聚 焦人工智能、生物医药、新能源、新材料等重点产业，强化研发与制造双向联动，加快技术产品迭代升 级，促进企业集聚协同、产业规模化发展，建设一批特色产业集群，培育壮大战略性新兴产业。聚焦合 成生物、脑机接口、商业航天等领域开展前沿技术探索，以场景应用驱动研发转化，加速培育未来产 业。 （天津市政府官网） ...

Group 1 - Sichuan province is implementing a series of support policies and measures to ensure the high-quality development of enterprises involved in service guarantee projects, focusing on project lifecycle management and policy support [1] - The province plans to implement over 6,000 industrial projects annually, emphasizing the importance of project planning, attraction, construction, and nurturing of enterprises [1] Group 2 - Support for enhancing innovation capabilities includes government subsidies of 30% for R&D platform construction and up to 20 million yuan for participation in industrial foundation reconstruction [1][2] - New technology transformation and upgrades are encouraged, with government subsidies ranging from 5% to 20% for improvements in production lines and environmental safety [1][2] Group 3 - Emerging and future industries are prioritized, with each new industry track eligible for 20 million yuan in support, particularly for AI and new energy vehicle sectors [2] - Promotion of new products and technologies includes financial support for major equipment product launches and participation in domestic and international exhibitions [2] Group 4 - A gradient cultivation system is being established to strengthen small and medium-sized enterprises, with financial rewards and whitelist support for specialized and innovative enterprises [2] - Support for resource assurance and enterprise services includes financial incentives for green manufacturing industries and priority land allocation for key industrial projects [3]

Group 1 - Meituan's Keeta is expanding into Brazil, indicating a shift in the outbound strategy of Chinese companies towards global competition and industry division [2] - The drop in tariffs has encouraged companies to confidently enter the U.S. market, with no European e-bike companies willing to forgo this opportunity [3] - Yiwu's small commodity market is adapting well to unprecedented tariff wars due to its strong market adaptability and product advantages [4] Group 2 - Following the reduction of tariffs, U.S. importers and retailers have expressed relief, with companies like Shark Ninja and Basic Fun planning immediate shipments to U.S. ports [9] - Container shipping bookings from China to the U.S. surged nearly 300% after the mutual tariff reductions, with average bookings increasing from 5,709 to 21,530 standard containers [9] - Alibaba International Station launched a U.S. promotional event to capitalize on the tariff reduction, anticipating a surge in Chinese exports over the next 90 days [9] Group 3 - Temu is gradually restoring its previously suspended full-service business in the U.S. [10] - TikTok Shop has officially launched its cross-border store in Japan, supporting direct shipping from China [10] - JD Logistics has opened its first self-operated overseas warehouse in Mexico, enhancing logistics services for a well-known fast fashion e-commerce company [10] Group 4 - The global in-app purchase revenue for short video applications reached nearly $700 million in Q1 2025, a fourfold increase from Q1 2024 [11] - The U.S. remains the highest revenue market for short video applications, contributing 49% of the total revenue in Q1 2025 [11] - Trump announced a $1.2 trillion economic commitment from Qatar, including significant agreements with U.S. companies [11] Group 5 - Waymo is recalling nearly 1,200 autonomous taxis to update software after minor collision incidents [12] - OpenAI has made the GPT-4.1 model available to ChatGPT users, focusing on coding tasks and instruction adherence [12]

Group 1 - Neuralink Corp., led by Elon Musk, plans to launch its first clinical trial in the Middle East [1] - The trial will focus on how individuals with movement and speech disorders can use thought to control devices and communicate [1] - The company will collaborate with the Abu Dhabi Department of Health and conduct the trial at the Cleveland Clinic Abu Dhabi [1] Group 2 - Neuralink has already implanted the device in three patients and is seeking more patients globally to expand the trial [1]

马斯克旗下脑机接口公司Neuralink：在阿布扎比克利夫兰诊所启动了在中东地区的首个临床试验。 ...

苹果Vision Pro的visionOS系统还将于今年晚些时候支持脑机接口（BCI）输入设备。苹果表示，这些设 备将通过新的BCI HID协议获得支持。 当地时间5月13日，苹果公司宣布，将在今年晚些时候推出一系列新功能，旨在提升设备的无障碍功 能，包括盲文笔记功能以及为混合现实头戴显示设备Vision Pro扩展的"缩放"功能，可以帮助用户使用 主摄像头放大视野内的所有物体。 值得关注的是，苹果Vision Pro的visionOS系统还将于今年晚些时候支持脑机接口（BCI）输入设备。苹 果表示，这些设备将通过新的BCI HID协议获得支持。 据介绍，BCI HID可以实现脑机接口与包括iPhone、iPad和VisionPro在内的苹果电子设备之间的双向通 信。这个闭环系统可以通过交换上下文信息，例如屏幕布局和人机交互界面的元素，来优化解码精度和 用户体验。 当天，脑机接口公司Synchron表示，该公司的植入设备Stentrode将率先支持苹果的新协议。Stentrode用 于大脑植入，于2019年开始进入临床试验，它也是首个无需开颅手术、通过颈静脉植入的永久性脑机接 口植入物。 去年8月，Synch ...

苹果正试图让你"用脑子"刷iPhone。 没错，不是比喻，是字面意思——动动脑子，就能操作iPhone、iPad、Vision Pro等数码电子产品。 根据《华尔街日报》的最新报道，苹果正在跟脑机接口公司Synchron合作开发一项新技术，目标是帮助让脊髓损伤或渐冻症（ALS）等患者用意念来操控 iPhone。 换句话说，你的脑袋将成为下一个输入法。 这样一来，大脑就成了新的鼠标，Stentrode负责"听懂"你的意图，Switch Control负责"翻译"成系统动作，脑电波被识别为合法的输入方式，从而控制 iPhone、iPad等设备。 一句话总结：脑电波+苹果生态，堪称最强赛博融合。 报道称，虽然Stentrode目前还处于测试阶段，离拿到美国食品药品监督管理局（FDA）的正式批准还有好几年要熬，但目前人类试验取得的效果还不错， 让不少患者第一次真正"自己"打开了一台苹果设备。 比如ALS患者Mark Jackson，就是这项技术的首批测试者。 他无法站立，也无法离开位于匹兹堡郊区的家，但借助这项技术，他可以通过Vision Pro"看到"自己站在瑞士阿尔卑斯山的悬崖边，并"感受"到腿部的颤 抖。 意念 ...

Regulatory Actions - The State Administration for Market Regulation and other departments have interviewed major food delivery platforms like JD, Meituan, and Ele.me regarding competition issues, emphasizing compliance with laws and regulations to ensure fair competition and protect consumer rights [1][1][1] Company Developments - Neta Auto's associated company, Hozon New Energy Automobile Co., has been filed for bankruptcy examination, indicating potential financial distress within the company [2] - Meituan's food delivery service Keeta is set to enter the Brazilian market, with plans to invest $1 billion over the next five years [1][1][1] - Xiaomi's SU7 Ultra has faced backlash from hundreds of owners demanding refunds due to discrepancies between promotional claims and actual product performance [4][4][4] Market Trends - The price of gold jewelry has dropped below 1,000 yuan per gram, with significant declines reported across major brands [4][4][4] - The price of crayfish has plummeted by nearly 50%, with wholesale prices dropping from over 40 yuan per kilogram to around 18 yuan [5][5][5] Financial Performance - JD reported a first-quarter net profit of 12.8 billion yuan, a year-on-year increase of 43.4% [14] - Fortinet's first-quarter revenue reached $1.54 billion, reflecting a year-on-year growth of 13.8% [13] - Huya's first-quarter total revenue was 1.51 billion yuan, with a non-GAAP net profit of 24 million yuan [15] Strategic Partnerships - Apple is collaborating with startup Synchron to develop a new brain-computer interface aimed at assisting disabled individuals [5] - Amazon has resumed its partnership with FedEx for large item deliveries, marking a significant return to collaboration after a previous split [9][9][9]

Core Viewpoint - The Sichuan Provincial Economic and Information Technology Department and eight other departments have jointly issued the "Sichuan Province Brain-Computer Interface and Human-Machine Interaction Industry Breakthrough Action Plan (2025-2030)", aiming for significant breakthroughs in the industry chain by 2027 and the establishment of a basic industrial ecosystem [1] Industry Development - Brain-computer interface (BCI) technology integrates multiple disciplines, including neuroscience and computer science, enabling direct communication between the brain and external devices [2] - Favorable policies have been continuously implemented, propelling rapid development in China's BCI technology. In March, the National Medical Products Administration established a pricing standard system for BCI technology, covering 82 main items and 24 additional items [3] - Local governments, such as Beijing and Shanghai, have also introduced action plans to accelerate BCI innovation and development [3] Market Potential - The BCI technology is currently at a critical stage of clinical transformation, with non-invasive technologies like BCI helmets achieving initial commercialization, while invasive technologies face challenges such as biocompatibility and signal decoding precision [4] - According to a recent report, the global BCI market is expected to exceed $6 billion by 2028, with a compound annual growth rate of 25.22% over five years [4] Company Initiatives - Several listed companies are increasing their R&D investments in BCI technology, exploring applications in healthcare and entertainment. For instance, Henan Xiangyu Medical Equipment Co., Ltd. has developed a series of wireless EEG acquisition systems for rehabilitation applications [5] - Beijing Chengyitong Control Technology Group has established a dual-track strategy focusing on both invasive and non-invasive technologies, with recent breakthroughs in non-invasive rehabilitation devices [5][6] Challenges and Considerations - The complexity of BCI technology requires companies to invest substantial resources, facing uncertainties in technological breakthroughs and market acceptance [6] - Companies must consider market demand and innovate their business models while staying compliant with evolving policies and regulations in the rapidly developing BCI sector [6]

昨日，两市主要股指盘中单边上行，深证成指、创业板指尤为强势。截至收盘，沪指涨0.82%报3369.24 点，深证成指涨1.72%报10301.16点，创业板指涨2.63%报2064.71点，北证50指数涨2.89%，沪深北三市 合计成交13410亿元，较此前一日增加近1200亿元。行业方面，军工、汽车、券商、半导体、保险等板 块拉升，军贸概念、人形机器人、固态电池、苹果概念等活跃。 5月12日中美发表贸易会谈声明，本次中美经贸高层会谈取得实质性进展，大幅降低双边关税水平，双 方承诺将于2025年5月14日前采取修改加征的从价关税等系列举措。 国信证券表示，本次中美会谈所达成的协议极大的利好电新板块对美出口企业的业务恢复。原来受关税 政策影响较大的环节包括：动力电池产业链、光伏逆变器、储能电池、AIDC设备、电网设备、消费锂 电、风电零部件环节，上述环节有望在5月份以来迎来对美出货的修复和加速。同时对于美国客户未来 的供应链管理方面，本次双方高层的态度也将发挥积极的作用。 华福证券认为，目前出口链板块主要公司海外产能布局相对完善或布局加速，具备较强的抢出口、转出 口订单承接能力及应对关税政策变化风险能力，板块业 ...