当前，脑机接口技术正加速渗透至各领域，应用场景持续拓展。今年7月，工信部等7部门联合印发《关 于推动脑机接口产业创新发展的实施意见》，明确至2030年构建具有国际竞争力的产业生态。多地积极 推动脑机接口产业发展，通过政策支持、场景开放、生态构建等举措，加速技术从实验室走向规模化应 用。 发挥标准先导作用 近期，北京市市场监督管理局等4部门印发《北京市以标准赋能科技创新和产业创新融合发展行动方案 (2025—2027年)》，明确提出借鉴5G技术领域发展经验，在脑机接口等战略性新兴领域，加紧部署标准 研制类创新项目，推动共性技术的攻关和应用。聚焦高精尖产业，该文件提出，前瞻布局脑机接口等未 来产业领域基础共性标准研制，推动脑监测、脑功能康复和脑功能替代等脑机接口领域标准制定。 以医疗级场景为核心，以战略产品为导向，上海发布《脑机接口未来产业培育行动方案(2025—2030 年)》，坚持项目经理团队主责、重点任务清单突破、未来产业基金赋能、未来产业集聚区支撑的"四位 一体"未来产业培育机制，持续强化脑机接口全链条联动、全过程创新和全产业链布局，聚力打造具有 全球影响力的脑机接口创新高地。 在脑机接口的检验检测和标准 ...

当前，脑机接口技术正加速渗透至各领域，应用场景持续拓展。今年7月，工信部等7部门联合印发《关 于推动脑机接口产业创新发展的实施意见》，明确至2030年构建具有国际竞争力的产业生态。多地积极 推动脑机接口产业发展，通过政策支持、场景开放、生态构建等举措，加速技术从实验室走向规模化应 用。 在广东，脑机接口已逐步走进医疗健康、消费电子、科普培训等众多新场景：在南国书香节科普活动现 场，青少年踊跃体验脑力赛车，以意念控制赛车模型；在一些医院，脑机AI轮椅、脑机AI护理床等创 新产品已被用于临床试验；在刚刚结束的十五运会上，脑机接口产品还被用于广东运动员的辅助训 练…… 广东省"十五五"规划建议明确提出，前瞻布局脑机接口等未来产业，探索多元技术路线、典型应用场 景、可行商业模式、市场监管规则，推动脑机接口成为新的经济增长点。 为厚植产业发展沃土，广州、深圳等地纷纷强化政策引导，搭建合作平台，破解产业起步期面临的瓶颈 问题。广州海珠区以加快建设人工智能大模型应用示范区为契机，加快建设脑机接口产业园。今年9 月，该区启动琶洲脑机接口关键共性技术创新策源地建设，并启动《琶洲脑谷三年行动计划（2026— 2028）》编制，推 ...

Core Insights - The article highlights the advancements in invasive brain-computer interface (BCI) technology led by researchers Zhao Zhengtuo and Li Xue, showcasing their successful clinical trials that enable paralyzed patients to control smart devices using their thoughts [2][16]. Group 1: Clinical Trials and Patient Outcomes - The second clinical trial demonstrated that a patient with high-level paraplegia could control a smart wheelchair and a robotic dog, significantly improving their quality of life [2][16]. - The patient initially trained to control electronic devices like a computer cursor and tablet, but the focus shifted to interacting with the physical world, expanding their living boundaries [3][4]. - The team observed a neural mechanism where the patient's brain activity became more efficient over time, allowing for seamless control of external devices [4][5]. Group 2: Research and Development Approach - The research team emphasizes solving real-life problems for patients rather than merely showcasing technology, focusing on practical applications like wheelchair mobility and robotic assistance [6][8]. - The development process involves close collaboration with clinical settings, ensuring that the technology meets the actual needs of patients [9][10]. - The team has adopted a "lab-to-bedside" approach, refining their technology based on real-world testing and patient feedback [9][10]. Group 3: Technological Innovations - The BCI system developed by the team features flexible electrodes that are less invasive, allowing for implantation through a small puncture, which minimizes trauma [13][14]. - The technology aims to integrate with common household devices, making it accessible and beneficial for a broader range of patients [15][16]. - The researchers are focused on creating a universal interface that allows various smart devices to connect with the BCI system, enhancing its utility [15]. Group 4: Future Prospects and Vision - The team envisions that BCI technology will evolve to assist not only patients with mobility issues but also in areas like sensory restoration and treatment of neurological disorders [18][19]. - They aim for BCI devices to become as ubiquitous as smartphones, ensuring that anyone in need can benefit from the technology [19][20]. - The researchers are optimistic about the long-term potential of BCI, predicting significant advancements in the next decade that will integrate artificial intelligence with human cognitive functions [20].

Quantum Technology - The Australian team has developed an 11-qubit silicon-based processor, achieving high-fidelity entanglement across dual-core spin registers, marking a significant academic breakthrough in silicon quantum computing [9][10][12] - The Canadian government has launched the Quantum Leaders Program (CQCP) with an investment of up to CAD 92 million to support local companies in developing industrial-grade fault-tolerant quantum computers [10][11] - The global quantum industry is entering a phase of "technology route differentiation and ecological collaboration," with major players like IBM and Google making significant advancements in superconducting and quantum error correction technologies [13] Biomanufacturing - The AI-driven pharmaceutical company Insilico Medicine is set to go public on the Hong Kong Stock Exchange, aiming to raise HKD 2.277 billion, leveraging its Pharma.AI platform for end-to-end drug development [14][16] - The Ministry of Industry and Information Technology has released key lists at the 2025 Biomanufacturing Conference, highlighting 28 high-performance bioreactor innovation units and 43 pilot capacity construction platforms [23] Hydrogen Energy and Nuclear Fusion - The Chinese government emphasizes expanding green electricity applications and fostering hydrogen energy as part of its dual carbon goals, with a focus on developing new growth points [25][26] - China Energy Construction has launched the world's largest green hydrogen and ammonia integration project in Jilin, with a total investment of CNY 29.6 billion [34][36] - Trump Media Technology Group has announced a merger with TAE Technologies, aiming to build the world's first commercial nuclear fusion power plant with a capacity of 50 MW by 2026 [33] Brain-Computer Interfaces - The Chinese Academy of Sciences has completed a second invasive brain-computer interface clinical trial, allowing a high-level paraplegic patient to control smart devices using brain signals [40][41] - BrainCo Technology has successfully completed the first clinical trial of its fully implanted brain-computer interface product, which features an internal battery and wireless capabilities [42][43] - The National Medical Products Administration has held a meeting to promote the development of brain-computer interface medical devices, emphasizing safety and effectiveness [47] Embodied Intelligence - The Ministry of Industry and Information Technology has issued the first L3 autonomous driving production permits, allowing specific electric vehicle models to conduct trials in designated areas [49] - Daxiao Robotics has launched the open-source "Kairos 3.0" model, which utilizes human-centric data collection techniques to enhance the development of embodied intelligence [50][52] - Moer Thread has introduced a simulation training platform for embodied intelligence, integrating various technologies to improve development efficiency [53] Sixth Generation Mobile Communication (6G) - The 4th 6G Frontier Technology and Trends Forum was held in Beijing, where multiple organizations signed agreements to collaborate on technology sharing and joint research to accelerate the development of the 6G industry [55]

近日，北京脑连科技有限公司(以下简称"脑连科技")"脑电采集装置和脑电采集设备"发明专利正式获得 国家知识产权局授权，并取得专利证书。该专利的获批，是脑连科技持续夯实底层能力、完善脑机接口 平台体系的重要阶段性成果。 脑电信号是神经科学研究、脑部疾病评估及神经康复等领域的重要客观指标，其采集质量直接影响数据 分析的可靠性和应用效果。该项专利的落地，将进一步完善公司核心技术体系，构建坚实的技术壁垒， 为后续产品升级与市场拓展奠定坚实基础。 未来，基于该专利的技术成果，脑连科技将加速推进产品化落地，为医疗机构、科研机构、康复人群等 提供更优质的脑电采集解决方案，让脑科学技术更好地服务于真实世界。 脑连科技成立于2024年3月，致力于脑机接口技术的自主创新与产业化。公司联合国内高校及科研机构 的资深团队，深入开展神经科学与脑机接口相关技术研究。 ...

[Table_Tag] [Table_Summary] 观点 ◼ 泛 AI 分支低位方向：AI 医疗、端侧、智能驾驶、具身智能 ➢ AI 医疗 AI 大模型在病理检测、制药等医药领域具备深度应用潜力。AI+病理检测 有助于提升诊疗效率、减少漏诊误诊，核心痛点在于医疗高质量数据集的 建立与数据壁垒的打通。11 月国家卫健委发布《关于促进和规范"人工智 能+医疗卫生"应用发展的实施意见》，提出到 2027 年建立一批行业高质 量数据集和可信数据空间，形成一批优秀的专病专科垂直大模型和应用， 加强 AI 模型在智能诊疗、智能康复、传染病监测等领域的应用。近期阿里 系医疗模型蚂蚁阿福冲上 IOS 应用商店排行前三，体现出 C 端对于借助专 业模型实现"普惠医疗"与即时健康服务的核心诉求，后续医疗大模型端 伴随数据集深化与应用模式创新有望出现更多爆款。此外，AI 模型在制药 领域的渗透有望显著降低药物发现的成本与时间周期，加速靶点开发与验 证过程，同时通过模拟临床试验降低失败风险，亦是 AI 医疗中长期重要 产业趋势。 ➢ AI 端侧 证券研究报告·策略报告·策略周评 策略周评 20251221 商业航天与核聚变之后， ...

Group 1 - The conference titled "Deep Observation Report of China Academy of Information and Communications Technology 2026" focused on the development of new productive forces under the wave of artificial intelligence during the 14th Five-Year Plan period [4] - Significant advancements have been made in two emerging industries in China: brain-computer interfaces and satellite internet, with notable progress in technology breakthroughs, practical applications, and industrial layout [4] - In the field of brain-computer interfaces, China has achieved breakthroughs in core technologies, including self-developed brain-computer interface chips and implanted electrodes, which have improved the stability and precision of interpreting brain signals [4] Group 2 - The application of implanted brain-computer interfaces is primarily in the medical field, with dozens of clinical cases already established, while non-invasive interfaces are targeting consumer and industrial applications, leading to the production of several devices for various scenarios [4] - The construction of satellite internet has accelerated since 2025, with low Earth orbit satellite constellations being rapidly deployed, and some constellations having launched over a hundred communication satellites [5] - Satellite internet is transitioning from serving primarily industry clients to being accessible to the general public, with technologies allowing smartphones to connect directly to satellites for voice and messaging services [5]

Core Insights - The future business environment in 2026 will be shaped by a combination of global dynamics, technological advancements, policy regulations, and societal expectations, emphasizing the importance of human connections in business [1][3][12] Group 1: Economic Climate - The global economy is on a path of moderate recovery, undergoing structural reorganization influenced by central bank monetary policies and geopolitical factors, which will affect capital costs and corporate financing [1][2] - China is focusing on "high-quality development," with 2026 marking a harvest period for the 14th Five-Year Plan and a sowing period for the 15th, emphasizing innovation, supply chain resilience, data security, and financial stability [2] Group 2: Technological Revolution - Technological breakthroughs are transitioning from being influencing factors to decisive variables, with AI becoming integral across industries, and advancements in energy systems and life sciences accelerating commercialization [3][8] - The emergence of new roles such as AI caretakers and ethical guardians will enhance the relationship between humans and technology, fostering a warmer and more trustworthy interaction [8][10] Group 3: Competitive Landscape - The market is finding a new balance between clear regulatory frameworks and the normalization of cross-industry integration, leading to a more transparent and fair competitive environment [5][10] - Consumers are evolving into discerning decision-makers who value emotional connections with brands, prompting companies to shift from mere product providers to experience creators [7][10] Group 4: Organizational Health - Companies must invest in their workforce, focusing on skill enhancement and fostering a sense of purpose and trust, which are essential for organizational resilience and adaptability [11][12] - A healthy organization is characterized by agile connections, intelligent redundancy, and a strong value system that guides its direction amidst change [11][12] Group 5: Business Essence - The essence of business in 2026 will revolve around creating genuine value for customers, providing growth opportunities for employees, and ensuring sustainable practices for society [12][13] - Companies are encouraged to embrace complexity with humility and openness, building a solid foundation for sustainable development through resilient coexistence and meaningful innovation [13]

上述患者于2025年6月植入由中国科学院脑科学与智能技术卓越创新中心与合作企业共同研发的脑 机接口系统。经数周训练，患者已可稳定控制电脑光标与平板电脑。研究团队进一步将系统拓展至三维 物理设备控制，实现对智能轮椅与机器狗的连续、稳定、低延迟操控，帮助患者在复杂日常场景中完成 多项功能活动。 记者了解到，本研究在关键技术层面实现系列突破。在神经信息提取环节，研究团队开发出高压缩 比、高保真的神经数据压缩技术，并创新性地融合了"尖峰频段功率""相邻脉冲间隔"与"尖峰脉冲计 数"几种数据压缩方式。该混合解码模型在噪声环境下仍能高效提取有效信号，将脑控性能整体提升 15%～20%。面对真实环境中声、光、电磁干扰及患者生理、心理状态波动导致的信号不稳定问题，研 究团队引入"神经流形对齐技术"，从高维动态神经信号中提取稳定低维特征，增强了解码器的环境适应 性与跨天稳定性。 响应速度是脑机接口的核心指标之一。人体自然神经环路传导延迟约为200毫秒，该研究通过自定 义通信协议，将系统从信号采集到指令执行的端到端延迟压缩至100毫秒以内，低于生理延迟水平，使 患者的控制体验更为流畅自然。此外，研究团队革新系统校准方式，研发"在 ...

证券日报网讯12月19日，美好医疗（301363）在互动平台回答投资者提问时表示，脑机接口产品的成熟 度和应用场景随着下游客户产品的成熟和完善性能不断提高。公司正与下游脑机接口客户深入开展产品 合作，协助客户实现从实验室研发到批量出货的高效商业化转化，目前相关业务产生的收入规模较小， 具体客户及合作细节涉及商业机密不便回复。 ...