Quantum Technology - The National Venture Capital Guidance Fund has been launched, focusing on quantum technology, biomedicine, brain-computer interfaces, and other future industries, with an initial capital of 100 billion yuan to attract social capital [5][6] - A significant breakthrough in quantum error correction has been achieved by the University of Science and Technology of China, demonstrating a key milestone in achieving fault-tolerant quantum computing [7][9][10] Biomanufacturing - The European Union has released the Biotechnology Act and associated measures to enhance global competitiveness in biotechnology, aiming to mobilize 10 billion euros in capital from 2026 to 2027 [11][12] - The EU's initiatives include accelerating clinical trials, establishing regulatory sandboxes, and enhancing the application of AI in biomanufacturing, addressing funding shortages and innovation barriers [13][16] Hydrogen Energy and Nuclear Fusion - The Ministry of Industry and Information Technology of China has included three key areas in its 2025 application plan for hydrogen energy, focusing on fuel cell systems, hydrogen compressors, and ammonia co-firing technology [17][18] - South Korea has advanced its nuclear fusion power demonstration target to the 2030s, planning to overcome eight core technologies by 2035 [19][20] - The UK Tokamak Energy ST40 device has set new records in plasma current and energy storage, marking significant progress in commercial fusion energy [21] Brain-Computer Interfaces - A new generation of closed-loop brain-computer interface has been developed by the Chinese Academy of Sciences, enabling functional recovery in spinal cord injury models through real-time decoding of brain movement intentions [22] Embodied Intelligence - The establishment of a national standardization committee for humanoid robots and embodied intelligence aims to enhance the quality and application of these technologies [25] - UBTECH plans to acquire a 43% stake in Fenglong Co., enhancing collaboration in humanoid robot manufacturing and supply chain integration [26][29] Sixth Generation Mobile Communication (6G) - The Ministry of Industry and Information Technology emphasizes systematic advancement in 6G technology research and standard development during the 14th Five-Year Plan period [30] - The U.S. has initiated a spectrum strategy for 6G, focusing on reallocating frequency resources to secure a leading position in global 6G development [31][32] - China has established a collaborative system involving government, industry, and research institutions to promote 6G development, positioning itself as a leader in the field [34][36]

0:00 回望2025，走过不平凡发展历程的中国经济，沿着高质量发展道路笃定前行，交出一份含新量、含绿量、含金量更高的答卷，在 持续向好中展现出强大韧性和活力。 2025年5月4日，人们在浙江省杭州市文三数字生活街区的AI黑科技市集上体验DeepSeek的人工智能大模型。新华社发（龙巍 摄） 科技和产业融合创新持续深化，更多创新成果从"实验室"走到"生产线"，创新"势能"向经济"动能"不断转化。 "十五五"即将开启，深入贯彻落实中央经济工作会议部署，以科技创新为引领、以实体经济为根基，坚持智能化、绿色化、融合 化方向，必将推动现代化产业体系建设不断迈出新步伐。 今年以来，我国持续加大创新投入，众多科技领域实现突破。9月，中国首次跻身全球创新指数前十，24个创新集群成为全球百 强，入围数量连续3年居全球首位。 2025年8月6日，揽月月面着陆器着陆起飞综合验证试验在位于河北省怀来县的地外天体着陆试验场圆满完成。这是揽月月面着陆 器在地外天体着陆试验场进行测试（资料照片）。新华社发（刘永婧 摄） 2025年11月6日，在第八届进博会宇树科技展台，人形机器人进行格斗表演。新华社记者 蔡湘鑫 摄 2025年3月26日 ...

行 业 研 究 华福证券 机械设备 2025 年 12 月 28 日 太空脑机接口首试成功，深空神经探索启新程 投资要点： 突破技术壁垒，在轨验证创举 行 业 定 期 报 告 近日，西北工业大学牵头开发的两套太空专用小鼠无线植入式脑 机接口微系统，搭载"迪迩五号・中国科技城号"空间试验器成功升空 并进入预定轨道，目前运行稳定、数据正常回传。此次任务是国际首 次在太空环境下开展该类设备长期在轨离体验证，核心包含自研多通 道柔性微电极、神经信号采集芯片等关键部件，创新采用"动物舱" 与"独立舱"双室协同验证模式，攻克了太空复杂环境下信号采集、 长期稳定性等技术难题。 筑牢科研基础，赋能未来探索 该试验为后续无约束小动物在体在轨神经信号采集提供关键数据 与技术支撑，助力揭示太空对神经的影响机制、保障航天员脑健康。 其技术未来有望应用于月球/火星基地长期驻留任务，为人类深空探测 筑牢健康基石，同时推动中国植入式脑机接口技术迈入"太空时代"， 为脑科学太空探索及新质生产力发展注入强劲动力。 "十五五"重点赛道，脑机接口市场规模有望快速增长 根据 precedence research，2024 年全球脑机接口市场规模约 ...

Core Insights - The article discusses the emerging technology of brain-computer interfaces (BCI), highlighting its potential to assist individuals with motor disabilities and its recognition as a key future industry in China's economic growth strategy [1][8]. Group 1: Technology Overview - Brain-computer interface technology captures brain signals and translates them into commands that machines can understand, enabling direct interaction between the brain and external devices [5][6]. - The technology has shown promise in various applications, including controlling vehicles and treating neurological diseases [5][6]. Group 2: Industry Development - The global BCI market is currently valued at several billion dollars and is projected to exceed $10 billion by 2030, with the medical application sector alone expected to reach $40 billion by 2030 and $145 billion by 2040 [10]. - China's unique advantages in innovation, comprehensive industrial capabilities, and a large population provide significant market opportunities for BCI development [10]. Group 3: Challenges and Solutions - Key challenges in BCI technology include the difficulty of capturing weak brain signals, understanding the complex neural data, and effectively modulating these signals for therapeutic purposes [6][8]. - Recent advancements, such as the development of a "bio-invisible" neural electrode, aim to address issues of long-term safety and signal stability [12]. Group 4: Education and Talent Development - Tianjin University has launched the first undergraduate program in BCI in China, focusing on integrating theory with practical applications to cultivate high-quality professionals for the industry [14]. Group 5: Policy Support - The Chinese government has initiated policies to promote BCI innovation and development, setting phased goals for 2027 and 2030 to guide the industry [20].

（来源：安徽新闻网） 转自：安徽新闻网 "意念驱动"，将运动想象产生的脑电信号，转化为设备的控制指令，让脑卒中患者通过多种手部运动想 象，重塑大脑运行神经。我省自研、目前处于国内外前沿的脑机接口系统在医学领域的应用试验，近日 在蚌埠取得阶段性进展。 位于蚌埠的北方微电子研究院联合蚌埠医科大学第一附属医院、蚌埠健嘉康复医院，就研究院脑机接口 团队自主研发的运动想象脑机接口康复训练系统，持续开展8例脑卒中患者临床对照试验，并取得阶段 性进展。 脑卒中后，大脑受损区域的功能可能由其他脑区代偿。脑机接口系统通过实时解码患者的运动意图（如 想象手部运动），触发外部设备（如机械手或显示图像）执行相应动作，从而强化相关神经通路。 该系统搭载微电子院全自研头皮脑电采集系统，集脑电感知、运动意图解码与手部反馈控制于一体，可 实时解析患者运动想象意图并转化为康复设备控制指令，支持抓握、伸展、单指按键等8种训练模式。 通过"想动即带动"的主动康复方式，有效提升患者参与度并促进大脑运动神经重塑。 在临床试验过程中，微电子院脑机接口团队与医院专家紧密协作，克服长周期训练协调等实际困难，完 成近2个月、200余次训练与评估，试验结果显示 ...

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Core Viewpoint - The development of brain-computer interface (BCI) technology is transitioning from laboratory research to industrial application, becoming a significant economic growth point as outlined in China's 14th Five-Year Plan [1][13]. Group 1: Technology Overview - Brain-computer interfaces allow direct communication between the brain and external devices, enabling individuals with motor impairments to regain control over their movements [1][6]. - The technology captures brain signals and translates them into machine-readable commands, facilitating interaction with devices without physical movement [6][10]. - Current challenges in BCI technology include accurately decoding brain signals, understanding the vast number of neurons involved, and effectively modulating these signals for therapeutic purposes [10][11]. Group 2: Market Potential - The global BCI market is currently valued at several billion dollars and is projected to exceed $10 billion by 2030, with the medical application sector alone expected to reach $40 billion by 2030 and $145 billion by 2040 [15][16]. - The BCI industry is seen as a high-end sector that can drive advancements in various related fields, including neuroscience, AI, and clinical medicine [13][15]. Group 3: Research and Development - Significant breakthroughs in key BCI technologies have been achieved, laying the groundwork for further industrialization [13]. - Innovative devices, such as the "bio-invisible" neural electrode developed at Tsinghua University, aim to minimize the body's rejection response, enhancing the safety and stability of implanted devices [18][20]. Group 4: Education and Talent Development - Educational institutions, such as Tianjin University, are establishing specialized programs in BCI to cultivate skilled professionals capable of advancing the field [21]. - The curriculum includes both theoretical and practical components, preparing students to contribute to various interdisciplinary applications of BCI technology [21]. Group 5: Application Scenarios - BCI technology has been successfully applied in clinical settings, allowing patients with paralysis to control devices like computers and robotic systems through thought alone [23][25]. - Recent advancements include the first wireless Chinese language BCI trial, enabling patients with speech impairments to communicate basic needs through thought [27]. Group 6: Policy Support - The Chinese government is actively promoting the BCI industry through policy initiatives aimed at fostering innovation and setting developmental goals for 2027 and 2030 [28]. - Various regions, including Beijing and Shanghai, have introduced policies to support the rapid development of BCI technology [28].

Core Viewpoint - Brain-computer interface (BCI) technology is emerging as a significant innovation, enabling direct interaction between the brain and external devices, with potential applications in medical rehabilitation and beyond [1][5][10]. Group 1: Technology Overview - BCI technology captures brain signals and translates them into machine-readable commands, allowing for direct communication between the brain and devices [5][6]. - The technology has shown promise in assisting patients with motor disabilities, enabling them to regain control over their movements through external devices like exoskeletons [1][3]. Group 2: Market Potential - The global BCI market is currently valued at several billion dollars and is projected to exceed $10 billion by 2030, with medical applications alone expected to reach $40 billion by 2030 and $145 billion by 2040 [10]. - Countries are increasing investments in BCI technology to secure a competitive edge in this high-stakes market, with China having unique advantages in innovation, industry infrastructure, and market potential [10][8]. Group 3: Challenges and Development - Key challenges in BCI development include the difficulty of acquiring weak brain signals, understanding the complex neural data, and effectively modulating these signals for therapeutic purposes [6][8]. - Recent breakthroughs in BCI technology, such as the development of biocompatible neural electrodes, are addressing long-standing issues related to signal stability and safety [12][10]. Group 4: Educational Initiatives - Educational institutions like Tianjin University are launching specialized programs in BCI to cultivate skilled professionals, integrating theoretical knowledge with practical applications [14][16]. - The collaboration across various disciplines is essential for advancing BCI technology and meeting the industry's growing demands [12][14]. Group 5: Policy Support - The Chinese government is actively promoting BCI innovation through policy frameworks aimed at setting developmental goals for 2027 and 2030, facilitating rapid industry growth [20][18]. - Local governments are also implementing supportive policies to foster BCI innovation, creating a conducive environment for technological advancements [20][18].

la 21世纪济推进2025年终制 | 经济有数 al : 加利用 al ac history al Friday of the sent of the states 研发加码赋能,资本扎堆高增赛道 > 60 新兰产业"未来已乘" 中国科技创新如何"惊艳"世界 历史的车轮滚滚向前,经济的浪潮始终向着创新 的方向奔涌。"十五五"规划建议将"建设现代 化产业体系,巩固壮大实体经济根基"摆在战略 任务的第一条,明确提出"培育壮大新兴产业和 未来产业",为未来五年发展锚定方向。当中国 经济转型不断深入,传统增长动能平稳换挡,新 兴产业与未来产业的加速崛起恰是对"十五五" 规划方向的精准呼应,以战略性新兴产业为支 撑、未来产业为先导的新增长极逐步成型,凭借 持续加码的研发投入、多点爆发的赛道活力、全 球领先的技术突破,重塑中国经济的核心竞争 力。 这不仅是一组组数据的跃升,更是一场关乎产业 格局、经济动能、全球竞争力的深刻变革。当下 的每一项技术突破、每一次产业升级、每一笔资 本投入,都在书写中国经济的新叙事 -- 以创 新为核心密码,以新兴产业为核心载体,中国正 在全球产业链、价值链中抢占更高位置,为下一 个周期的持 ...

Core Viewpoint - The brain-computer interface (BCI) market is poised for rapid growth driven by policy and technological advancements, with a projected market size reaching $7.63 billion by 2029 from $2 billion in 2023, indicating a significant opportunity in this emerging sector [4]. Group 1: Policy and Market Dynamics - Major countries are launching initiatives to support BCI development, with the U.S. investing approximately $4.5 billion in its "Brain Initiative" and China planning to allocate hundreds of billions in funding for brain science research [4]. - The Chinese government has set clear targets for BCI technology breakthroughs by 2027 and the establishment of a complete industry ecosystem by 2030 [4]. Group 2: Clinical Applications and Growth - The medical sector is currently the most developed application area for BCI technology, focusing on neurorehabilitation, functional replacement, and disease treatment [5]. - The integration of BCI devices into healthcare is expected to be facilitated by insurance pricing policies, which will enhance the commercialization of these technologies [5]. - Both invasive and non-invasive BCI products are entering clinical trials or receiving market approval, with invasive technologies showing promise in restoring motor functions for paralyzed patients [5]. Group 3: Domestic Industry Development - Despite the lead of foreign companies, domestic firms are accelerating the localization of BCI technologies, particularly in flexible electrodes and real-time language decoding [6]. - The industry chain is evolving with upstream breakthroughs, midstream integration of devices and algorithms, and downstream applications expanding into pediatrics and psychiatry [6]. - Cities like Shanghai and Beijing are expected to develop into industrial clusters for BCI technology [6].