重要消息 6月27日，沪深交易所就调整主板风险警示股票价格涨跌幅限制比例及有关事项公开征求意见，拟将主板风险警示股票价格涨跌幅限制比例由5%调整为 10%，与主板其他股票保持一致。 但投资者应当注意，涨跌幅限制调整后股票日内可波动空间更大，投资者需充分了解风险警示制度、风险警示股票交易规定和被实施风险警示上市公司的基本 面情况，特别关注相关提示性公告，根据自身财务状况、风险承受能力等，审慎考虑是否买入风险警示股票，避免遭受损失。 重要的消息有哪些 海关总署发布公告，在持续开展针对日本福岛核污染水排海的长期国际监测和中方独立取样监测且结果未见异常，日本政府承诺保障输华水产品质量安全的 前提下，根据我国食品安全法律法规和世界贸易组织《实施卫生与植物卫生措施协定》有关原则，为维护消费者合法权益，中方决定有条件恢复日本部分地 区水产品进口。 沪深交易所就调整主板风险警示股票价格涨跌幅限制比例及有关事项公开征求意见，拟将主板风险警示股票价格涨跌幅限制比例由5%调整为10%，调整后与 主板其他股票保持一致。 香港财政司司长陈茂波表示，稳定币的法例将在今年8月1日生效，特区政府及金融监管机构将致力营造有利的市场环境，配以必 ...

Group 1 - Neuralink has made significant progress in brain-machine interface technology, with 7 participants currently involved in trials, including 4 with spinal cord injuries and 3 with ALS, using the device for an average of 50 hours per week, peaking over 100 hours [1][2] - The potential for controlling humanoid robots like Tesla's Optimus through Neuralink's technology is highlighted, particularly for spinal cord injury patients [1] - Meta's CEO Mark Zuckerberg has recruited four prominent AI researchers from OpenAI to bolster Meta's superintelligence team, following previous hires from OpenAI's Zurich office [2][3] Group 2 - OpenAI has entered into customized AI collaboration agreements with the U.S. Department of Defense, the Indian government, and Grab, with service fees starting at a minimum of $10 million, indicating deepening applications of AI in government and commercial sectors [2] - China's first self-developed aviation transport model "Tianmu" has been launched, focusing on air traffic management and featuring capabilities like intelligent Q&A and decision support, marking breakthroughs in low-altitude intelligent management technology [2]

Group 1 - The Hong Kong government aims to leverage stablecoins to transform capital markets and improve cross-border payment efficiency, addressing long-standing issues of slow payment speeds and high costs [1] - The new regulations for stablecoins will take effect on August 1, with the government and financial regulators committed to creating a favorable market environment for their application across various scenarios [1] Group 2 - Neuralink has expanded its trials to seven participants, including four with spinal cord injuries and three with ALS, with significant usage of their devices reported [2] - The potential for participants to control humanoid robots, such as Tesla's Optimus, represents a significant advancement in brain-machine interface technology [2] Group 3 - The Shenzhen Stock Exchange is actively planning reforms for the ChiNext board to support high-quality innovative companies and enhance financing flexibility [3] - The reform aims to address market participants' urgent needs and improve the overall market experience [3] Group 4 - The digital RMB "tap and go" trial has expanded to cover the entire Shanghai metro network, enhancing payment convenience for passengers [4] Group 5 - The first domestic 3V3 AI robot football competition concluded with Tsinghua's Huoshen team winning the championship [5] Group 6 - Since the implementation of the "merger and acquisition six guidelines," the Shanghai Stock Exchange has seen a 15% year-on-year increase in disclosed asset restructuring plans, with significant growth in major asset restructurings [6] Group 7 - The Chinese medical device industry is projected to reach a market size of 1.2 trillion yuan by 2024, with a steady increase in approved innovative medical devices [7] Group 8 - The Southern Regional Electricity Market has commenced trial operations, marking a significant milestone in the establishment of a unified national electricity market [8] Group 9 - The Guangdong Province AI Standardization Technical Committee has been established, comprising experts from various research institutions and leading AI companies [9] Group 10 - The Shanghai Data Exchange has accelerated the construction of an integrated data market, achieving over 3 billion yuan in transaction volume in the first half of the year [10]

Core Insights - Neuralink has successfully implanted its N1 brain-machine interface in seven volunteers, allowing them to regain interaction with the physical world and redefine their identities [4][6][9] - The company plans to advance its technology significantly over the next few years, targeting language translation and vision restoration through increased electrode implantation [11][14] - The release of Neuralink's technology is expected to create a new intersection of industries, combining medical, computational, and robotic systems [21][24] Technology and Innovation - The N1 device currently implants about 1,000 electrodes in the motor cortex, enabling control of computers and gaming devices [11] - Future plans include expanding to language areas and visual cortexes, with goals of 3,000 electrodes by 2026 and 10,000 by 2027 [14][15] - The R1 robot showcased at the event can implant electrodes with high precision, indicating a shift towards minimally invasive neuroengineering [23][25] Market Potential - The global invasive brain-computer interface (BCI) market is projected to reach approximately $16 billion by 2024, with a steady growth rate [21] - The technology has potential applications in treating mental health issues, chronic pain, and cognitive decline, particularly in aging populations [21][24] Ethical and Philosophical Considerations - The advent of brain-machine interfaces raises questions about neuro rights and ownership of consciousness, as well as potential inequalities in access to such technologies [31][33] - The implications of shared consciousness and memory retrieval challenge traditional notions of identity and personal responsibility [35][37]

Group 1 - The General Administration of Customs of China announced the conditional resumption of imports of aquatic products from certain regions of Japan, excluding ten prefectures including Fukushima and Tokyo, based on safety assurances from the Japanese government and monitoring results [1][2] - Japanese exporters must comply with China's food safety regulations, including reapplying for registration to export aquatic products to China, and must provide health certificates and radiation testing results upon import declaration [1][2] - Strict supervision will be implemented on Japanese aquatic products imported to China, with immediate control measures to be taken if any non-compliance with Chinese laws or safety standards is detected [2] Group 2 - The State Administration for Market Regulation conducted a special inspection of food additives across various platforms and locations, revealing issues with the misuse of food additives in certain categories, while ensuring compliance in others [10] - The China Logistics and Purchasing Federation reported a total social logistics volume of 138.7 trillion yuan from January to May 2025, reflecting a year-on-year growth of 5.3%, with significant growth in consumer logistics demand [12] - The National Bureau of Statistics indicated a 1.1% decline in profits for industrial enterprises above designated size from January to May 2025, with state-owned enterprises experiencing a 7.4% drop in profit [13]

Group 1: Neuralink's Developments - Neuralink has showcased its latest research and product development, with 7 participants currently using the device, including 4 spinal cord injury patients and 3 ALS patients, averaging 50 hours of use per week, with peaks exceeding 100 hours [1] - Elon Musk stated that future advancements may allow individuals to fully control a robot through Neuralink, emphasizing the creation of a universal brain input-output technology that does not harm the brain [1] - Musk believes that a high-bandwidth brain-machine interface is crucial for aligning human collective will with artificial intelligence, thereby mitigating potential survival risks [1] Group 2: Market and Financial Insights - In June, Neuralink completed a $650 million Series E funding round, with major investors including Sequoia Capital and others, aimed at accelerating the adoption of brain-machine interface technology among patients [2] - The global brain-machine interface market is projected to grow at a compound annual growth rate of 25.22%, reaching $7.63 billion from 2025 to 2029 [2] Group 3: Competitive Landscape - The competition in the brain-machine interface industry is intensifying, with companies like Synchron and Precision Neuroscience making significant advancements and funding [3] - The medical rehabilitation sector is identified as a key application area for brain-machine interface technology, particularly for paralyzed patients seeking to regain mobility [3] - Non-invasive brain-machine interfaces currently dominate the market, accounting for 86% of the total market share, while invasive interfaces present significant potential [3] Group 4: Related Companies - Heartway Medical-B has successfully completed animal trials for China's first invasive brain-machine interface, with a reported revenue of RMB 278 million for the year ending December 31, 2024, reflecting a 19.6% increase [4] - Nanjing Panda Electronics is developing a multimodal human-machine interaction system based on brain-machine interface technology as part of a key research project in Jiangsu Province [4] - Microneuroscience is a leading company in the domestic neuro-interventional medical device sector, maintaining the top market share in China [5]

中邮证券称，目前世界各国纷纷加大战略布局，我国也高度重视脑机接口产业的发展，十四五规划明确 将脑机接口列为未来产业重点攻关方向，中央到地方陆续出台各项政策加快脑机接口产业发展，推动商 业化规模落地，应用场景持续拓展。 据证券时报报道，6月28日，马斯克的Neuralink在一场发布会上发布了全脑脑机接口计划，要在2028年 实现将人类大脑与AI全面集成，实现意识层面的互联。 目前Neuralink的受试者已经达到7人，且患者独立使用脑机接口BCI设备的时长显著增加，前5位志愿者 平均每周超50小时，峰值超过100小时。技术方面，Neuralink光标校准时间缩短至15分钟，新一代手术 机器人植入单根电极线程时间从17秒缩至1.5秒，速度提升11倍，且能植入大脑皮层下50毫米以上的区 域，实现与99%人类的兼容。 发布会上，Neuralink还披露了其未来几年的发展计划：在今年第四季度，Neuralink计划在言语皮层进行 植入，目标是直接解码无声的"意图言语"。到2026年，植入芯片的电极数量将提升至3000个，首位"盲 视"（Blindsight）项目参与者也将加入。 2027年，电极数将进一步提升至1万个 ...

Core Insights - Neuralink, founded by Elon Musk, aims to develop brain-machine interfaces to enable direct communication between the human brain and machines [1][3] - The company has successfully implanted its N1 chip in 7 participants who lost mobility due to injury or illness, allowing them to control a computer cursor using only their thoughts [3][4] - Neuralink plans to attempt to implant a "blind vision" device next year, which could potentially restore sight to blind individuals by directly stimulating the brain's visual cortex [3][4] Company Developments - The N1 chip has shown sustained neural activity, stability, and biocompatibility, which are crucial for long-term applications [3] - By 2028, Neuralink anticipates implanting over 25,000 electrodes in the human brain to address mental health issues and explore deeper integration with AI [4] - The company has previously demonstrated the ability to make a monkey perceive virtual images using its technology, indicating potential future applications for vision restoration [3][4] Industry Context - While Neuralink focuses on medical applications initially, its long-term vision includes complete human-machine integration, potentially allowing humans to control humanoid robots [4] - There is skepticism within the scientific community regarding Neuralink's technology, with calls for more clinical data and peer-reviewed research before widespread adoption [4]

Group 1: Robotics and AI in Sports - The first domestic 3V3 AI robot football match concluded on June 28, 2025, with Tsinghua Fire God team winning the championship by defeating China Agricultural University team 5:3 [1] - This event is part of the 2025 World Humanoid Robot Games and marks a significant advancement as robots operated autonomously without remote control, closely mimicking human football matches [1] - Current robot players are at a skill level comparable to a five-year-old child, indicating that further breakthroughs in software development are necessary for robots to perform at a level similar to human players in football [1] Group 2: Automotive Technology and Safety - Xiaomi responded to an incident where the brake pads of the YU7 caught fire during track testing, attributing it to extreme conditions without a cooling lap, which caused high temperatures leading to ignition [2] - The overall braking system remained functional and did not experience any failures, highlighting the importance of user education regarding the physical characteristics of electric high-performance vehicles in extreme scenarios [2] - Xiaomi emphasized that this incident reflects material properties under extreme conditions and serves as a reminder for the need for comprehensive user guidance to prevent misuse during high-performance experiences [2] Group 3: Neuralink and Brain-Machine Interface - Neuralink announced significant progress with seven participants in their brain-machine interface trials, including four with spinal cord injuries and three with ALS, who are using the devices extensively [3] - Notably, a spinal cord injury patient is set to connect with Tesla's humanoid robot, Optimus, for more complex operations, indicating a potential future where individuals can fully control robotic bodies through Neuralink [3] - The integration of brain-machine interfaces with robotics is pushing the boundaries of human capabilities, but it also raises critical issues regarding data privacy, autonomy, and social equity that require global regulatory frameworks [3]

来源：中国新闻网 脑机接口作为实现大脑与外部设备信息交互的交叉前沿技术，具有广阔的应用前景。 前期，上海开展脑机接口关键技术的系统性布局，积极打通优质科研资源、临床机构等上下游，培育产 学研医深度融合的创新生态。 上海市科委相关负责人当天在受访时表示，集聚区把不同的创新生态主体集聚在一个地方，降低沟通成 本，让合作更加紧密，把创新的浓度和密度提升上去。 现场，系列"新动作"力撑上海脑机接口领域发展，包括上海市脑机接口临床试验与转化重点实验室揭 牌、华山医院脑机接口临床试验与转化创新联合体启动建设等。 今年1月，上海发布了《上海市脑机接口未来产业培育行动方案(2025-2030年)》，进一步加速产品研发 与临床试验。 中新网上海6月29日电 (记者 郑莹莹)上海脑机接口未来产业集聚区"脑智天地"(以下简称：集聚区)29日 在闵行区正式启动建设。 6月29日，上海脑机接口未来产业集聚区"脑智天地"在闵行区启动建设。中新网记者 郑莹莹 摄 当天，上海脑机接口未来产业集聚区建设推进会在上海新虹桥国际医学中心医技中心举办。 目前，上海在侵入式、半侵入式和非侵入式赛道相继涌现出创新成果和创业企业，布局建设了相关重点 实验 ...