【导读】强脑科技参展首届香港国际AI艺术节，助力艺术创作进入"意念协同"新阶段 "未来通过脑机接口等技术，艺术创作有望进入'意念协同'的新阶段。"强脑科技CEO韩璧丞表示，希望首届香港国际AI艺术节成为该想法的催化剂，让 AI真正成为激发人类想象力的伙伴。 12月19日至21日，由紫荆文化集团主办的首届香港国际AI艺术节，将在香港会议展览中心举行，主题为"预见未来：现实与无界"，参展方包含"杭州六 小龙"之一的强脑科技。 "AI艺术的魅力，在于拓展创造的边界，而香港国际AI艺术节正是探索人机协作创造力的绝佳平台。"韩璧丞表示，期待首届香港国际AI艺术节不仅能 展示技术的突破，更能引发关于科技如何赋能人文的深度思考。 建议构建"艺术+科技"共创生态 韩璧丞表示，香港要建设"中外文化艺术交流中心"和"国际创新科技中心"，关键在于把"创作—展示—转化—出海"打造成一条可持续发展的链条。 即全球艺术家、策展人与机构愿意来、能落地，也让创新科技企业愿意把最新的技术放在香港做首发试点、形成示范案例，并以香港作为连接国际市 场的"桥梁"。 韩璧丞认为，可以鼓励将"艺术+科技"的共创生态做成香港的标志性能力，以常态化的国际艺 ...

Core Viewpoint - Brain Tiger Technology has successfully completed the first clinical trial of its domestically developed fully implanted, wireless, and fully functional brain-computer interface (BCI) product, enabling a high-level paraplegic patient to control digital devices through thought alone [1][4]. Group 1: Product Features - The BCI product integrates all core modules, including the battery, fully implanted within the body, eliminating external cable interfaces and reducing infection risks associated with traditional systems [1][4]. - The battery module is innovatively placed subcutaneously in the chest, optimizing the established deep brain stimulation (DBS) technology framework and ensuring a reliable long-term usage for patients [1][4]. - The device features wireless power supply and data transmission capabilities, allowing patients to interact in real-time without the need for external devices during rehabilitation and daily life [1][4]. Group 2: Clinical Results - Post-surgery, the patient showed rapid recovery, moving to a regular ward just one day after the operation [2][5]. - The patient successfully operated the device five days post-surgery, achieving smooth web browsing, precise clicking, and video playback [2][5]. - The brain control decoding rate reached 5.2 BPS in standardized tests, comparable to international top levels [2][5].

Core Insights - The company Brain Tiger Technology announced the completion of the first clinical trial for its fully implanted, wireless, and battery-integrated brain-computer interface (BCI) product, which is the first in China and the second globally [1] - The product allows a patient with complete paralysis below the shoulders to browse the web and play games, showcasing significant advancements in user capabilities [1] Company Developments - The BCI product eliminates external cables, reducing the risk of infection associated with traditional exposed systems, and provides users with "wireless freedom" through integrated wireless power and data transmission [1] - The successful clinical trial marks a significant milestone in the development of advanced neurotechnology solutions [1] Industry Outlook - According to Huafu Securities, the global brain-computer interface market is projected to reach approximately $2.62 billion in 2024, increasing to $2.94 billion in 2025, and is expected to grow to $12.4 billion by 2034, with a compound annual growth rate (CAGR) of 17.35% over the next decade [1] - The Chinese brain-computer interface market is estimated to be worth 3.2 billion yuan in 2024, with projections to reach 6.14 billion yuan by 2028 [1]

2、全国发展和改革工作会议12日至13日在北京召开。会议强调，扎扎实实做好明年发展改革重点工 作。要大力培育壮大新兴产业和未来产业，培育壮大若干新兴支柱产业，深化拓展"人工智能+"行动， 补齐科技服务业短板。中国信息通信研究院信息显示，今年以来，我国人工智能产业呈加速发展态势， 2025年人工智能核心产业规模有望突破万亿元。数据显示，今年以来，生产制造环节的大模型应用增长 显著，应用案例占比由去年的19.9%增长至25.9%，带动人工智能产业规模快速增长。2025年这个数值 将会超过1.2万亿元，增速会进一步提升。 点评："人工智能+"连续两年被中央经济工作会议重点强调，确认其作为引领性、颠覆性技术的战略地 位以及我国当下科技与产业融合的主攻方向。对比2024年中央经济工作会议中关于科技的提法是"以科 技创新引领新质生产力发展"，更侧重于指明方向，今年的导向更侧重确保科技创新能真正转化为可 见、可量化的产业新动能和产业链竞争力，我们预计，未来政策导向将更侧重于产业增加值、市场份 额、龙头企业培育等具体经济指标。概念股包括易点天下、拓尔思、中文在线等。 3、12月13日，据媒体报道，据中国神经科学学会脑机接口与 ...

每经记者｜杨建 每经编辑｜彭水萍 3、12月13日，据媒体报道，据中国神经科学学会脑机接口与交互分会年会透露，上海脑虎科技研发的 一款内置电池全植入脑机接口产品已于近期在复旦大学附属华山医院完成首例患者植入。据了解，目前 全球范围内掌握并验证内置电池全植入方案的公司数量极少，脑虎科技是除科技富豪马斯克的脑机接口 公司Neuralink之外，提供此类设备的首家中国公司，不仅填补了国内相关领域技术空白，也标志着中国 脑机接口技术跻身全球顶尖行列。复旦大学附属华山医院院长毛颖教授介绍称，患者术后1天即转入普 通病房，术后5天首次开机便成功实现意念操控。 点评：脑机接口下游应用市场潜力大，全球脑机接口医疗应用市场规模有望在2030年达到400亿美元， 2040年达到1450亿美元。脑机接口技术在医疗健康领域展现巨大潜力，为庞大的神经系统疾病患者群体 带来了新的治疗希望和康复途径。尤其是针对肢体运动障碍、意识与认知障碍、癫痫和精神性疾病等的 治疗和康复，脑机接口技术取得重要突破和长足进展。概念股包括中科信息、冠昊生物、爱朋医疗等。 （三）避雷针 （一）重要市场新闻 12月13日，据新华社报道，在中国国际经济交流中心举办 ...

1．中央经济工作会议：稳中求进、提质增效 【 摘要 】华泰证券何康称，紧缩货币环境改善叠加市场预期升温，"春季躁动"可能在12月中下旬 提前启动。中金公司固收团队称，11月金融数据偏弱，货币政策宽松预期升温增强债券配置吸引 力，短端确定性机会相对更大。 一、焦点锐评 12月10日至11日，中央经济工作会议在北京举行，会议指出，明年经济工作在政策取向上，要坚 持稳中求进、提质增效，发挥存量政策和增量政策集成效应，加大逆周期和跨周期调节力度，提 升宏观经济治理效能。强调要继续实施更加积极的财政政策，保持必要的财政赤字、债务总规模 和支出总量，重视解决地方财政困难。 【解读】中信证券明明指出，会议对宏观经济的定调较去年更加积极，在此背景下明年政策重心 也更加侧重提质增效，财政政策维持必要强度，货币政策灵活高效与之配合。对于债市而言，基 于会议对货币政策降准降息以及对财政扩张相对温和的表态，有望给当前的市场情绪带来一定提 振。 二、权益市场 1.华泰证券：春季躁动或提前启动 华泰证券何康等称，紧缩货币环境改善叠加市场预期升温，"春季躁动"可能在12月中下旬提前启 动。建议注重成长与周期的均衡配置，大金融与高性价比消费 ...

Group 1 - Brain Tiger Technology announced the completion of the first clinical trial for its fully implanted, wireless, and fully functional brain-computer interface (BCI) product, which is the first in China and the second globally with an internal battery [1] - The BCI product allows a patient with complete paralysis below the shoulders for 8 years to browse the web and play games after training, showcasing significant advancements in user capabilities [1] - The product eliminates the risk of infection associated with traditional external systems by having all core modules, including the battery, fully implanted, and it offers true "wireless freedom" through integrated wireless power and data transmission [1] Group 2 - According to Huafu Securities, the global brain-computer interface market is projected to reach approximately $2.62 billion in 2024, $2.94 billion in 2025, and is expected to grow to $12.4 billion by 2034, with a compound annual growth rate (CAGR) of 17.35% over the next decade [1] - The Chinese brain-computer interface market is estimated to be 3.2 billion yuan in 2024, with expectations to reach 6.14 billion yuan by 2028 [1] - UCloud and Brain Tiger Technology are collaborating on a "speech synthesis brain-computer interface product" as part of Shanghai's 2024 "Technology Innovation Action Plan" [2] - Weisi Medical has been focusing on the non-invasive brain-computer interface field and has developed core technologies for high-precision EEG signal acquisition, environmental interference correction, neural feature extraction, and machine learning decoding algorithms [2]

Quantum Technology - The report highlights the release of the world's first 3D-extended architecture 10,000-qubit quantum processor VIO-40K by QuantWare, which aims to overcome the scaling bottleneck of quantum processors and is compatible with NVIDIA's NVQLink platform [3][7][8] - The 2025 Zhongguancun Quantum Conference announced 16 quantum technology achievements and a 500 million yuan investment fund to support quantum entrepreneurship, showcasing advancements in quantum computing and applications in energy [3][13][14] Biomanufacturing - Levinthal Biotech completed a multi-million Pre-A round financing to accelerate the development of its AI-driven full-atom model protein design platform Pallatom, which addresses the design challenges of cyclic peptides [3][15][16] - Aopu Mai's acquisition of 100% of Pengli Biotechnology was approved, enhancing its capabilities in cell culture media and CDMO services, thereby expanding its market position [3][20][21] - Baiaosaitu has established a dual-platform listing strategy with its recent listing on the STAR Market, focusing on innovative drug development driven by gene editing technology [3][23][24] Hydrogen Energy and Nuclear Fusion - The report notes the deepening international cooperation in nuclear fusion, with a Chinese expert set to chair the ITPA Coordination Committee from 2026 to 2028, and the signing of a contract for the mass production of the ITER first wall [3][28][29] - Snowman Group's metal plate fuel cell stack project has passed final acceptance, marking a significant step in the commercialization of hydrogen energy technology [3][30][31] Brain-Computer Interface - Neuralink has demonstrated a significant efficiency breakthrough with its new surgical robot, reducing the electrode implantation time from 17 seconds to 1.5 seconds, showcasing advancements in surgical precision and safety [3][34][46] - The report emphasizes the competitive landscape, with the U.S. leading in invasive technologies while China excels in non-invasive applications, highlighting the ongoing developments in both sectors [3][48][49] Embodied Intelligence - Beijing Humanoid Robotics has launched the first fully autonomous humanoid robot tour guide solution, integrating IoT capabilities for various applications in exhibition halls and shopping malls [3][50][51] - The Shanghai humanoid robot pilot alliance was established to enhance the supply chain for humanoid robots, indicating a collaborative effort to scale the industry [3][53][54] - Yushu Technology has introduced a humanoid robot App Store, allowing users to upload and share action models, further promoting the commercialization of humanoid robotics [3][55]

明日主题前瞻 1、影视 | 灯塔专业版数据显示，截至12月13日14时26分,2025年我国电影票房已突破500亿元(含预售及服务费)，较2024年全年增长近75亿元。观影人次11.94 亿,较2024年全年增长近1.84亿人次。《哪吒之魔童闹海》以154.46亿元位列票房榜第一。 点评：开源证券认为，进口动画影片《疯狂动物城2》高口碑、高排片,或助力其票房持续超预期。进口新片《阿凡达3:火与烬》将于12月19日上映,其前作 《阿凡达》《阿凡达2:水之道》占据全球票房榜第一名和第三名。《阿凡达3》有望接力观影高潮，推动电影票房进一步回暖，并给相关出品、引进、发行 方及影投院线公司、IP衍生品开发商带来收入弹性。 2、脑科学 | 据新浪财经报道，在12月13日举行的天桥脑科学研究院脑机接口与人工智能论坛暨中国神经科学学会脑机接口与交互分会年会上，脑虎科技宣 布，由该公司自主研发的国内首款、国际第二款内置电池的全植入、全无线、全功能脑机接口产品完成首例临床试验。这位肩部以下完全不能动的高位截瘫 8年的患者,经过训练已可以浏览网页、打游戏等。据介绍，该产品将包括电池在内的所有核心模块完全植入体内，体表无任何线缆接口 ...

2025.12. 13 本文字数：1533，阅读时长大约2分钟 复旦大学附属华山医院院长毛颖教授向第一财经记者介绍称，首例植入患者是在获得严格伦理审批的 基础上进行的。患者为一名肩部以下完全不能动的高位截瘫者。患者术后1天即转入普通病房，术后 5天首次开机便成功实现意念操控。经过系统训练，在标准测试中，其脑控解码速率达到5.2BPS， 达到国际大脑解码的顶尖水平。 脑虎科技创始人兼首席科学家陶虎对第一财经记者表示，最新植入的这款脑机接口产品"全植入、全 无线、全功能"三大特征。过去的脑机接口产品往往需要将电池模块暴露在颅外，脑虎科技解决了这 一技术难题，实现了将含有电池的核心模块完全植入体内，集成无线供能与无线数据传输功能，使患 者使用时彻底摆脱体外设备的束缚，体表无任何线缆接口，也从物理层面根除了传统外露系统易导致 感染的风险。 作者 | 第一财经 钱童心 12月13日，第一财经记者在中国神经科学学会脑机接口与交互分会年会上获悉，上海脑虎科技研发 的一款内置电池全植入脑机接口产品已于近期在复旦大学附属华山医院完成首例患者植入。 据记者了解，目前全球范围内掌握并验证内置电池全植入方案的公司数量极少，脑虎科技是 ...