"海淀既是国家人工智能发展高地，也是'AI+脑机数据'策源地。"海淀区委副书记、区政府党组书记许 心超表示，海淀区作为北京市医药健康产业核心承载区，形成了从研发到转化、从生产到应用的完整产 业链条，呈现出"基础学科全面、临床资源聚集、人才梯队完备"的独特优势，为"AI+脑机"技术的研发 与落地提供了肥沃土壤。 清华大学党委副书记、校长李路明表示，清华大学将不断加强脑机接口核心技术攻关，推进基础研究与 临床医学合作，围绕"AI+脑机数据"，持续加强创新平台建设，大力培养创新人才，努力产出更多标志 性、引领性的创新成果。 此外，信通院牵头，联合国内优势高校院所、医疗机构及创新企业，以标准、平台、生态为牵引，发起 筹备中关村脑机接口产业协会，将聚焦服务脑机接口技术协同攻关、成果转化落地、标准体系建设、专 业人才培养和产业创新生态搭建，推动产业链上下游协同发展。脑科学多模态通用基础大模型、脑疾病 AI精准诊疗系统等六项脑机接口创新成果集中亮相，展示北京在脑机接口领域从单点技术到系统集成 的自主创新能力。 新京报讯(记者吴为)北京市"AI+脑机"产业创新工作推进会11月21日在海淀举行。推进会以"脑智融合.慧 聚北京" ...

Core Viewpoint - The "15th Five-Year Plan" emphasizes the transformation of the economy towards high-quality development, focusing on new productive forces as the main engine for growth, with a shift in investment paradigms towards technology innovation and industrial upgrading [1][2]. Group 1: Economic Development and Investment Opportunities - The "15th Five-Year Plan" highlights the importance of expanding domestic demand and improving income distribution to drive consumption as a key growth engine [2]. - The plan aims to significantly enhance the level of technological self-reliance, focusing on critical areas such as semiconductor equipment and high-end materials, while also exploring future industries like quantum technology and brain-machine interfaces [2][4]. - Investment logic is shifting from short-term speculation to long-term value, with a focus on companies with technological barriers and continuous innovation capabilities, particularly in advanced manufacturing and hard technology sectors [3][4]. Group 2: Structural Upgrades and Industry Focus - The economic development during the "15th Five-Year Plan" will rely more on structural upgrades rather than scale expansion, with advanced manufacturing and strategic emerging industries as key targets [4][5]. - Investment opportunities are identified in artificial intelligence, quantum technology, biomanufacturing, and commercial aerospace, as well as in the transformation of traditional manufacturing towards smart and green practices [4][8]. - The importance of industry chain collaboration and full-chain layout is emphasized, with a focus on integrating technology, industry, and finance to enhance overall competitiveness [6][7]. Group 3: Capital Market Dynamics - The capital market is expected to evolve with a new valuation system that prioritizes R&D intensity, core patent numbers, and technology conversion efficiency over traditional financial metrics [6][7]. - Long-term capital mechanisms are being improved to support stable funding for technology enterprises, with an anticipated increase in direct financing and a more favorable environment for private enterprises with core technologies [3][6]. - The focus on new energy, new materials, and strategic emerging industries is expected to create significant investment potential as traditional industries undergo transformation [8][19]. Group 4: Policy and Strategic Directions - The "15th Five-Year Plan" sets a clear policy direction for supporting emerging industries while also upgrading traditional sectors, ensuring a balanced approach to economic development [16][19]. - The emphasis on technological innovation as a core strategic priority reflects a commitment to transitioning from a manufacturing powerhouse to a technology-driven economy [19][20]. - Education reforms are aligned with strategic needs to ensure a robust talent pipeline for future industries, particularly in high-demand fields like AI and engineering [20].

【圆桌对话：脑机接口的商业落地还有多远？】11月21日，以"智领健康未来"为主题的2025华夏大健康 产业发展暨康复服务大会在北京召开。在下午举办的圆桌论坛环节，专家学者、企业高管齐聚，聚焦脑 机接口应用精神康复治疗，如何从"个案奇迹"走向"临床落地"，共议脑机接口商业化的万亿蓝图谁来买 单？鹰瞳科技（Airdoc）董事长张大磊，美好医疗董秘谭景霞，锐翌⽣物董事长秦楠锐翌⽣物董事长， 曜瑧医疗董事长邬建军，四川必可明科技董事长杨朝雄针对脑机接口的商业化前景等方面做出了分享。 来源：@华夏时报微博 ...

Group 1 - The first brain-computer interface (BCI) industrial cluster in China, named "Brain Intelligence World," is officially operational as of December 10, announced during the National Brain-Computer Interface Conference [1] - The cluster is located in the core area of the Hongqiao International Central Business District and aims to gather approximately 150 medical device companies by 2027, achieving an industrial scale of about 10 billion yuan [2] - The cluster will focus on two strategic engines: the BCI future industrial cluster and a global innovative medical device exhibition and training center, along with four functional platforms [2] Group 2 - The development path for the cluster includes three phases: building three core platforms and nurturing 2-3 leading companies by 2025-2026, breaking through key technologies and reaching a fund scale of 1 billion yuan by 2027-2028, and striving to create a national technology innovation center by 2029-2030 [2] - The area has already attracted clinical resources, including Huashan Hospital's Hongqiao branch, which has an annual outpatient volume exceeding 1 million, providing significant clinical transformation scenarios for BCI technology [2] Group 3 - The Central Committee of the Communist Party of China has included BCI as one of the six major directions for future industries in the 15th Five-Year Plan, elevating the field to a national strategic level [3] - With rapid advancements in neuroscience, artificial intelligence, and microelectronics, BCI technology is transitioning from laboratory research to commercial applications, with the global market for medical applications projected to reach $40 billion by 2030 and exceed $145 billion by 2040 [3] Group 4 - The Ministry of Industry and Information Technology and other departments have issued implementation opinions to promote innovation in the BCI industry, aiming for breakthroughs in key technologies by 2027 [4] - Related companies have seen stock price increases, with Innovation Medical and Xiangyu Medical experiencing significant gains following the announcement [4] Group 5 - Zhongke Information is developing a closed-loop BCI system for smart anesthesia and rehabilitation, while Sanbo Neuroscience is collaborating with Tsinghua University on a precision medicine research center [7] - Hanwei Technology is focusing on flexible micro-nano sensor development for BCI applications, and Yingqu Technology is the largest seller of BCI devices in China [7] - Chengyitong is leading BCI hardware and signal decoding algorithm development, while Yanshan Technology has successfully implemented non-invasive BCI in gaming and is working on invasive applications [8]

因地制宜发展新质生产力。天开高教科创园孵化的3900余家企业、近2倍增长的全国重点实验室、持续 领先的研发投入强度，这些创新要素的集聚，最终都转化为百姓身边的实在变化。从实验室的技术突破 到生活中的民生改善，天津的新质生产力发展始终锚定"人民对美好生活的向往"这一目标。在天津，高 水平研究型大学、科技领军企业等在科技创新不断取得"从0到1"的突破。 从百年工业积淀中汲取智慧，于新时代科创浪潮中勇立潮头，秉持"勇争先、善作为"的精神指引，天津 发展新质生产力的实践渐入佳境，努力为中国式现代化谱写新的篇章。 以科技创新引领产业创新，积极培育和发展新质生产力。南开大学科研团队瞄准新能源存储的核心难 题，通过材料与技术革新，研发的钙钛矿太阳能电池既解决了传统电池续航短、成本高的痛点，又攻克 了高温环境下的稳定性难题。天津大学神经工程团队锚定非侵入式脑机接口方向，10余年持续技术攻 关，用科技创新破解医疗难题。高校的科研体系，是促进科技创新和产业创新融合的关键一环。依托高 校作为科技创新的策源地和产业创新的推动者，天津正在着力构建人才培养、科技创新、成果转化三足 鼎立协同发展体系。 科技成果本身不是现实生产力，只有及时 ...

Core Viewpoint - The article highlights the advancements in brain-computer interface technology by Qiangnao Technology, led by founder Han Bicheng, emphasizing its practical applications in improving the quality of life for individuals with disabilities [1][18]. Company Background - Qiangnao Technology, founded in 2015, focuses on developing brain-computer interfaces, aiming to bridge the gap between neuroscience research and practical applications that can bring about positive changes in people's lives [3][4]. - The company name "BrainCo" is a direct abbreviation of "brain computer interface," clearly stating its core mission [4]. Product Development - The team dedicated seven to eight years to develop a bionic hand, which is crucial for individuals with disabilities, as the hand is the most complex part controlled by the brain [8][9]. - The first generation of the bionic hand weighs approximately 500 grams, while the second generation has been reduced to over 300 grams, making it more user-friendly [11]. User Experience - User testimonials, such as that of Ni Mincheng, who has been using the bionic hand since 2019, demonstrate significant improvements in daily life, including the ability to perform tasks like cooking and writing [12][15][20]. - The technology allows for intuitive control, enabling users to operate the hand as they think, with capabilities for simultaneous and independent finger movements [13][15]. Market Position and Strategy - Qiangnao Technology has established itself as a leading player in the industry, recognized among the "Six Little Dragons of Hangzhou," which includes companies with over ten years of experience [18]. - The company emphasizes continuous optimization of user experience and adapting technology to meet the diverse needs of users, including different limb conditions and environmental factors [20][23]. Competitive Landscape - Han Bicheng expresses a strong sense of urgency regarding competition, stating that the company must innovate and improve faster than others in the field [21][22]. - The focus remains on creating practical solutions rather than mere demonstrations, with a commitment to addressing real user needs [22][23].

新华社北京11月21日电 《经济参考报》11月21日刊发文章《触摸"十五五"产业脉搏丨思维现实加 速"链接" 脑机接口迈入产业化快车道》。文章称，在资本市场上，脑机接口正成为投资者的关注焦 点。不仅相关板块今年以来最高涨幅超过60%，创投方面的相关投资额也实现大幅度增长。资本热捧背 后，是脑机接口技术研发的全链条推进，应用案例的持续涌现，以及产业链的加速完善。 "十五五"期间，在政府、企业、科研机构等各方合力推动下，脑机接口这一连接思维与现实的人机交互 关键技术，有望撬动百亿级产业规模，为医疗、消费等领域带来深刻变革。 研发和临床全链条推进 不久前，中国科学院深圳先进技术研究院团队联合东华大学团队，成功研发出如头发丝般纤细、柔软可 拉伸的神经纤维电极——神经蠕虫（NeuroWorm）。 记者了解到，植入式脑机接口技术因电极直接与神经元"对话"，可实现更高的监测精度与更丰富的功 能。然而，传统植入式电极植入后不仅无法动态调整植入位置，也无法对周边环境作出响应性调整。而 NeuroWorm这样的"动态电极"可以在兔子颅内"游走"，根据需要主动更换监测目标。 中国科学院深圳先进技术研究院研究员刘志远表示，该研究首次 ...

新华社北京11月21日电 《经济参考报》11月21日刊发文章《触摸"十五五"产业脉搏丨思维现实加 速"链接" 脑机接口迈入产业化快车道》。文章称，在资本市场上，脑机接口正成为投资者的关注焦 点。不仅相关板块今年以来最高涨幅超过60%，创投方面的相关投资额也实现大幅度增长。资本热捧背 后，是脑机接口技术研发的全链条推进，应用案例的持续涌现，以及产业链的加速完善。 "十五五"期间，在政府、企业、科研机构等各方合力推动下，脑机接口这一连接思维与现实的人机交互 关键技术，有望撬动百亿级产业规模，为医疗、消费等领域带来深刻变革。 中国科学院深圳先进技术研究院研究员刘志远表示，该研究首次提出脑机接口"动态电极"新范式，打破 植入式电极的"静态"传统。 先进院的突破是我国脑机接口发展的生动体现，今年以来，我国脑机接口技术不仅在底层技术上有所突 破，临床应用探索也持续推进，首次案例正在涌现。 不久前，华中科技大学同济医学院附属协和医院完成全国产自主研发脑机接口芯片"汉产"首例临床植入 手术，成功采集到了患者大脑中感觉运动区域的神经信号。 术后经过一个多月的系统训练，患者原本无法活动的大拇指功能明显改善，并能完成抓握水瓶、将瓶 ...

Core Insights - Sanqi Interactive Entertainment has made a strategic investment of $20 million in BrainCo, aiming to explore the commercialization of brain-computer interface (BCI) technology in entertainment and XR fields [1] - The partnership is expected to enhance the application of BCI technology, which has a potential market size reaching trillions [1] - Sanqi Interactive has previously invested in the BCI sector, indicating a long-term commitment to this technology as a new generation of human-computer interaction [1][2] Investment Details - The investment in BrainCo is part of Sanqi Interactive's broader strategy to integrate technology into its core gaming business [1] - BrainCo specializes in non-invasive BCI technology and has developed various smart products, including bionic limbs and sleep aids [1] - The collaboration aims to enrich the consumer application matrix, enhancing user interaction in gaming and entertainment [1] Market Trends - The BCI technology is transitioning from laboratory research to industrial application, with significant policy support in China [2] - The market is witnessing a shift towards non-invasive BCI solutions, contrasting with the invasive approaches seen in companies like Neuralink [2] - The gaming industry is poised to leverage BCI technology to create new interactive experiences and potentially new game genres [2]

Core Insights - Company completed a $20 million investment in BrainCo, aiming to explore the commercialization of brain-computer interface (BCI) technology in entertainment and XR fields [3][4][6] - The investment is part of a strategic layout to position BCI as the "next generation human-computer interaction entry point," aligning with the company's goal of "technology empowering entertainment" [3][6][7] Investment Details - The investment in BrainCo is not the first for the company in the BCI sector; it previously invested in Huazhong Brain Control, holding a 10% stake [6] - The collaboration aims to expand the application scenarios of BCI technology, targeting a market potential that could reach trillions [3][4] Market Potential - BCI technology is expected to have a massive market space, potentially reaching a trillion-dollar scale, particularly in the entertainment and XR sectors [3][4] - The global market for BCI in the medical field is projected to reach $400 billion by 2024 [7] Technological Applications - BCI technology is anticipated to revolutionize traditional gaming interactions, allowing players to control virtual characters through brain signals, enhancing immersion and creating competitive advantages [4][6] - The technology is also being explored for applications in mental health, such as sleep and meditation, which could complement existing entertainment IPs [5][6] Competitive Landscape - The company is strategically positioned in the BCI landscape, focusing on non-invasive technologies and leveraging existing gaming IPs for integration [8][9] - The investment strategy emphasizes ecological collaboration and the ability to implement BCI technology in practical applications, differentiating the company from competitors focused solely on research [8][9]