微创脑科学(02172)早盘涨超5%，截至发稿，涨3.03%，报11.21港元，成交额150.32万港元。 消息面上，微创医疗公布，终止合并微创脑科学，原因是微创脑科学在委任一名独立非执行董事后，公 司根据会计政策认为无法控制微创脑科学但仍保持重大影响力。终止合并预期将确认视同处置附属公司 收益。 此外，马斯克近期发文表示，其旗下脑机接口公司Neuralink将于2026年启动脑机接口设备的大规模量 产，并同步推进手术流程的全自动化改造。国泰海通指出，伴随技术创新突破、政策支持引导、资本投 入等多重因素驱动，脑机接口行业有望迎来重要发展机遇，有望在医疗健康、生活消费等下游市场迎来 需求释放，市场前景可期。 ...

该公司近期表示，临床试验参与者已将控制能力扩展到实体设备，例如辅助型机器人手臂。随着时间推移，公司计划进一步拓展可通过"神经连接"控制的 设备范围。 据新华社消息，美国企业家埃隆·马斯克2025年12月31日在社交媒体上表示，其脑机接口公司"神经连接"将于2026年开始对脑机接口设备进行"大规模生 产"，并转向"更加精简和几乎完全自动化的外科手术流程"。 马斯克说，该设备的电极丝将直接穿过硬脑膜，而无需将其切除，此举意义重大。 当地时间2020年8月28日，马斯克旗下的脑机接口公司"神经连接"（Neuralink）举行发布会，展示了可穿戴设备 LINK V0.9 和手术机器人。视频截图。图 源：视觉中国 "神经连接"公司2024年1月28日完成了该公司首例脑机接口设备人体移植。截至2025年9月，全球已有12人植入"神经连接"设备，累计使用时间达2000天， 总使用时长超过1.5万小时。 ...

Group 1 - Gestala, China's first ultrasound brain-computer interface company, was officially established, focusing on innovative technology for brain signal reading and analysis [3] - Ideal Auto delivered 44,246 vehicles in December 2025, with a total of 1,540,215 vehicles delivered since inception [4] - NIO delivered 48,135 vehicles in December 2025, a year-on-year increase of 54.6%, with total deliveries for the year reaching 326,028 vehicles, up 46.9% [4] Group 2 - Xpeng Motors delivered 37,508 vehicles in December 2025, a 2% year-on-year increase, with total deliveries for the year at 429,445 vehicles, up 126% [4] - Zeekr delivered 30,267 vehicles in December 2025, a historical high, with total annual deliveries of 224,133 vehicles [5] - Leap Motor achieved 60,423 vehicle deliveries in December 2025, a 42% year-on-year increase, with total annual deliveries of 596,555 vehicles, up 103% [5] Group 3 - DeepSeek published a new paper introducing a new architecture called mHC, aimed at addressing instability in large-scale model training while maintaining performance gains [4] - Anker Innovation responded to rumors of a 30% layoff, stating that the adjustments were part of a normal personnel restructuring for strategic upgrades [9] - Neuralink plans to start mass production of brain-computer interface devices in 2026, transitioning to a streamlined, nearly fully automated surgical process [10][12] Group 4 - The Chinese film box office for 2025 reached 51.832 billion yuan, a year-on-year increase of 21.95%, with domestic films accounting for 79.67% of the total [27] - The box office for the 2026 New Year's Day period surpassed 300 million yuan, with "Zootopia 2," "Avatar 3," and "Killing" leading the box office [29] - ListenHub's parent company MarsWave completed a $2 million funding round, with an annual recurring revenue (ARR) exceeding $3 million [23]

当地时间2025年12月31日，美国企业家埃隆·马斯克在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行"大规模生产"，并转 向"更加精简和几乎完全自动化的外科手术流程"。 国内脑机接口有望逐步实现商业化 与此同时，国内脑机接口产业发展步伐也在加快。近日，由我国科研人员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、多功能脑机接口产 品，在复旦大学附属华山医院成功完成首例临床试验，为一名肩部以下完全不能动的高位截瘫8年的患者带来了生活新希望。 "该设备的电极丝将直接穿过硬脑膜，而无需将其切除，此举意义重大。"马斯克说。 Neuralink将进一步拓展设备范围 脑机接口（Brain-Machine Interface，BMI，也称BCI）是指在人或动物大脑与外部设备之间创建的直接连接，实现脑与设备的信息交换。 Neuralink是埃隆·马斯克于2016年创立的脑机接口公司，致力于开发高带宽、低侵入性的脑机接口技术，旨在帮助治疗神经系统疾病并最终实现人类与AI的 共生。 该公司于2024年1月28日完成了首例脑机接口设备人体移植。截至2025年9月，全球已有12人植入N ...

以下文章来源于科创日报 ，作者史正丞 科创日报 . 科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 世界首富马斯克披露，他的脑机接口公司Neuralink计划在2026年大幅提高脑机设备的产量，还将在脑机植入方式上实现创新。 Neuralink是马斯克于2016年联合创办的前沿科技公司，旨在通过植入大脑的芯片，使得人类可以用意念来操作计算机。最初的目标是帮助 严重神经系统的患者（帕金森、阿尔茨海默、瘫痪或视力受损者）恢复沟通能力并重获自理能力。在远期愿景中，健康人类也能通过植入脑 机获得某种人工智能赋能。 在本周的一篇社交媒体回帖中，马斯克表示， Ne uralink将于2026年开始对其脑机接口设备进行大规模生产 （high-volume production）， 并将推进一种流程高度精简、几乎完全自动化的手术方案 。 马斯克还透露， 接下来设备中的电极丝将直接穿过硬脑膜，而无需将其切除 ——这是一项非常重大的突破。 （手术方式介绍，来源：Neuralink官网） 硬脑膜是包裹大脑最外层、最坚韧的一层膜，若能避免切除，将少掉一个需要专业医师操作的关键侵入步骤，有利于降低手术并发症的概 ...

美国企业家埃隆.马斯克2025年12月31日在社交媒体上表示,其脑机接口公司"神经连接"将于2026年开始 对脑机接口设备进行"大规模生产",并转向"更加精简和几乎完全自动化的外科手术流程"。"神经连接"公 司2024年1月28日完成了该公司首例脑机接口设备人体移植。截至2025年9月,全球已有12人植入"神经连 接"设备。 新华 ...

Group 1 - The article emphasizes the transformative potential of emerging and future industries in reshaping China's economic growth trajectory towards 2025, as highlighted in the "14th Five-Year Plan" [1] - The low-altitude economy is experiencing explosive growth, indicating a significant opportunity for investment and development in this sector [1] Group 2 - The commercial aerospace sector is accelerating, contributing to the formation of a trillion-yuan ecosystem, which presents substantial investment opportunities [4] Group 3 - The installed capacity for renewable energy is rapidly increasing, showcasing the sector's growth and its importance in China's energy transition [7] Group 4 - The brain-computer interface market is continuously expanding, indicating a growing interest and investment in this innovative technology [9] Group 5 - China is leading globally in artificial intelligence patents, with accelerated computing power expansion, positioning the country as a key player in the AI industry [12] Group 6 - The embodied intelligence market in China accounts for nearly 30% of the global market, highlighting its significance and growth potential [14]

Core Insights - The establishment of Gestala Technology Co., Ltd. marks a significant opportunity for brain science innovation in China, focusing on non-invasive ultrasound brain-computer interface (BCI) technology, differentiating itself from Elon Musk's Neuralink [2][5][12] Group 1: Company Overview - Gestala was founded by Peng Lei, former co-founder and CEO of Brain Tiger Technology, and Chen Tianqiao, founder of Shanda Group and Tianqiao Brain Science Research Institute, indicating a strong leadership team with extensive experience in brain science [2][5] - The company aims to explore the brain's complexities through ultrasound technology, which can penetrate the skull and decode neural activity without invasive surgery, representing a new path in the BCI field [6][10] Group 2: Technology and Innovation - The ultrasound BCI technology allows for simultaneous monitoring of multiple brain regions, overcoming the limitations of traditional invasive methods that only capture localized signals [6][10] - This technology is expected to provide a more comprehensive understanding of brain functions, as it can cover 25% of the brain's volume and address the challenges of real-time response and whole-brain imaging [10][11] Group 3: Clinical Applications and Partnerships - Initial clinical data shows promising results in chronic pain management and depression intervention, with significant improvements observed after ultrasound treatment [11] - Gestala has established partnerships with major hospitals, including Huashan and Xiehe, and plans to initiate the NMPA registration process for its first product by the end of 2026 [11][12] Group 4: Market Context and Competitive Landscape - The global BCI competition is evolving, with a clear divergence in technological approaches, as non-invasive methods gain traction amid controversies surrounding invasive techniques like those used by Neuralink [5][10] - The substantial investment in brain science research by Chen Tianqiao, exceeding $1 billion, highlights the growing interest and potential in this sector [5][10]

Group 1: Neuralink Developments - Neuralink has announced that it will begin mass production of its brain-computer interface devices in 2026, marking a transition from medical experimentation to standardized industrial products [3][4] - The company aims to streamline and automate surgical procedures related to the brain-computer interface technology, although this ambition raises ethical concerns regarding the risks of invasive procedures and potential irreversible damage to brain tissue [3][4] - There are warnings about the misuse of sensitive neural data and the potential infringement on human autonomy if regulatory frameworks are not established [3][4] Group 2: Tesla's Full Self-Driving (FSD) System - A Tesla owner successfully completed a 4,500-kilometer journey across the United States using the latest version of the FSD system with minimal human intervention, generating significant public interest [5] - Regulatory bodies, including the National Highway Traffic Safety Administration (NHTSA), have expressed caution, expanding their safety investigation into the FSD software due to previous incidents of violations [5] - A California court has ruled that Tesla misled consumers regarding the capabilities of its "Autopilot" and FSD systems, suggesting that the naming implies a level of autonomy that is not currently achievable [5]

2026.01. 01 本文字数：407，阅读时长大约1分钟 据新华社，美国企业家埃隆·马斯克2025年12月31日在社交媒体上表示，其脑机接口公司"神经连 接"将于2026年开始对脑机接口设备进行"大规模生产"，并转向"更加精简和几乎完全自动化的外科手 术流程"。 微信编辑 | 七三 -5-17 a PARTICLE ction 184 l we l T ll O 8 e ■ TOBOG 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 马斯克说，该设备的电极丝将直接穿过硬脑膜，而无需将其切除，此举意义重大。 "神经连接"公司2024年1月28日完成了该公司首例脑机接口设备人体移植。截至2025年9月，全球已 有12人植入"神经连接"设备，累计使用时间达2000天，总使用时长超过1.5万小时。 该公司近期表示，临床试验参与者已将控制能力扩展到实体设备，例如辅助型机器人手臂。随 ...