本报记者 刘苏雅 通过植入"北脑一号"，成功将脑电信号转化为"我想吃饭"等中文语句，中国在脑机技术领域正迎头赶 上，而北京科研团队更是其中佼佼者。目前，"北脑一号"智能脑机系统已植入5名脊髓损伤患者体内。 近期，第6例受试者将接受植入手术。"北脑二号"也有望在2026年进入临床验证。 《加快北京市脑机接口创新发展行动方案（2025—2030年）》提出的"到2030年，脑机接口产业生态初 步形成"，正在变成现实。"生命谷"汇聚了以北京脑科学与类脑研究所为代表的顶尖基础科研力量，以 芯智达公司为代表的领军企业，以及周边多所高校的科技、人才资源。万事俱备，企业孵化与成果转化 势必全面提速。同时，国际医疗器械城的建设将及时承接产业落地，打造脑科学与脑机接口高端制造基 地。 因车祸导致下肢瘫痪近5年的张峰（化名）是接受"北脑一号"植入手术的患者之一。2025年上半年，经 过一段时间的脑机康复训练后，他借助无动力支撑器具和助行器逐渐恢复行走。他走出的每一小步，都 是脑机接口研究的"一大步"。 其余4名受试者也实现了不同程度的突破：在国际上首次实现言语障碍患者的中文解码，脊髓损伤患者 可通过脑控玩游戏，四肢截瘫患者经康复训 ...

Group 1 - The core viewpoint emphasizes the "4 investments" approach (early, small, long-term, and hard technology) in guiding funds to support early-stage and small enterprises, with at least 70% of investments directed towards seed and startup companies [1][2] - The guiding fund mandates that investments in small enterprises should have valuations below 500 million yuan, with individual investments capped at 50 million yuan, ensuring funds reach the "front end" and "end" of various industries [1] - A revolutionary breakthrough in the top-level design allows for a 20-year fund duration, breaking away from the traditional 7 to 10-year lifecycle of venture capital/private equity funds, particularly benefiting sectors like innovative pharmaceuticals with longer return cycles [1] Group 2 - The guiding fund focuses on "hard technology," targeting strategic emerging industries and future industries as outlined in the 14th Five-Year Plan, supporting key technology projects and enterprises with significant breakthroughs [2] - Since the announcement of the guiding fund, the venture capital market has shown signs of recovery, with fundraising amounts increasing by 8%, investment amounts by 9%, and the total number of investment cases by nearly 20% in the first three quarters [2] - The establishment of the national venture capital guiding fund aims to address financing gaps for early-stage innovative companies, complementing other funds focused on growth-stage cultivation and technology transfer, thus avoiding homogenized competition [2]

"就在那一刻，这项技术在我眼中彻底变成了科幻般的存在。"当诺兰·阿博（Noland Arbaugh）第一次仅 凭意念移动电脑光标时，发出了这番感慨。 2016年，诺兰·阿博因跳水事故导致肩部以下失去活动能力。2024年1月28日，诺兰·阿博接受了埃隆·马 斯克旗下脑机接口公司Neuralink的Link芯片植入手术，成为实验的"一号受试者"。 23个月后，这枚被他命名为"Eve"的硬币大小的设备，不仅让他重新连接了数字世界，更重要的是，正 让他从"家人的累赘"一步步走向生活的独立，并有望成为首位"双植入"患者。 日前，Neuralink技术迭代加速，植入单根电极线的时间从17秒缩短至1.5秒。排队等待植入的申请者已 超过一万名，而预计2025年年底前，仅有20名患者完成脑机接口植入手术。 近日，诺兰·阿博接受了《每日经济新闻》记者（以下简称NBD）独家专访。从最初仅凭意念移动光标 的"科幻时刻"，到脑机接口技术带给自己的变化，再到该技术的伦理问题，这位"脑机人"分享了他的独 特经历、心路历程与深层思考。 谈生活改变：从"累赘"到生活逐步自理 NBD：当您第一次仅凭意念操控电脑光标时，有什么感受？ 诺兰·阿博： ...

"就在那一刻，这项技术在我眼中彻底变成了科幻般的存在。"当诺兰·阿博（Noland Arbaugh）第一次仅凭意念移动电脑光标时，发出 了这番感慨。 2016年，诺兰·阿博因跳水事故导致肩部以下失去活动能力。2024年1月28日，诺兰·阿博接受了埃隆·马斯克旗下脑机接口公司Neuralink 的Link芯片植入手术，成为实验的"一号受试者"。 视觉中国图 23个月后，这枚被他命名为"Eve"的硬币大小的设备，不仅让他重新连接了数字世界，更重要的是，正让他从"家人的累赘"一步步走向 生活的独立，并有望成为首位"双植入"患者。 日前，Neuralink技术迭代加速，植入单根电极线的时间已从17秒缩短至1.5秒。排队等待植入的申请者已超过一万名，而预计2025年年 底前，仅有20名患者完成脑机接口植入手术。 近日，诺兰·阿博接受了《每日经济新闻》记者（以下简称NBD）独家专访。从最初仅凭意念移动光标的"科幻时刻"，到脑机接口技术 带给自己的变化，再到该技术的伦理问题，这位"脑机人"分享了他的独特经历、心路历程与深层思考。 谈生活改变：从"累赘"到生活逐步自理 NBD：当您第一次仅凭意念操控电脑光标时，有什么感受？ ...

Core Insights - The year 2025 is designated as the "International Year of Quantum Science and Technology," marking a paradigm shift in the tech sector with ten breakthroughs redefining human understanding of the world [1] Quantum Computing - Quantinuum launched the third-generation universal quantum computer Helios, featuring 98 physical qubits and a single-qubit gate fidelity of 99.9975%, achieving the highest precision in commercial computing globally [1] - Helios combines 48 logical qubits with the Guppy programming language, enabling quantum computing to address real-world business problems for the first time [1] - The Nobel Prize in Physics recognized superconducting quantum circuit technology, laying the groundwork for macroscopic quantum control and advancing quantum computing from theory to application [1] Brain-Computer Interfaces and Communication Technologies - Columbia University developed the BISC chip, integrating 65,536 electrodes into a 3mm³ flexible chip, with a thickness of 50µm, capable of sliding into the brain cortex, supporting epilepsy monitoring and neural prosthetics with a data transmission rate of 100Mbps [1] - A new type of hollow-core optical fiber, supported by Microsoft, achieved a record low loss of 0.091dB/km and a bandwidth window of 66THz, opening new avenues for long-distance communication [1] Energy and Material Science - China's "artificial sun" EAST achieved a steady-state operation at 100 million degrees Celsius for 1066 seconds, representing a significant advancement in fusion energy research [1] - Breakthroughs in the fabrication of emi-level two-dimensional metals push the limits of material science, creating opportunities in energy, healthcare, and electronics sectors, potentially generating trillion-dollar markets [1]

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]

Group 1 - The Chinese economy is on a path of high-quality development, demonstrating resilience and vitality while delivering a more valuable output by 2025 [2] - In 2023, China increased its investment in innovation, achieving breakthroughs in various technology sectors, and ranked among the top ten in the global innovation index for the first time [5] - The integration of technology and industry continues to deepen, with more innovative results transitioning from laboratories to production lines, transforming innovation potential into economic momentum [10] Group 2 - The upcoming "14th Five-Year Plan" will focus on implementing the central economic work conference's directives, emphasizing technological innovation and a foundation in the real economy [11] - The successful landing test of the Chang'e lunar lander in August 2025 marks a significant achievement in China's space exploration efforts [7] - The eighth China International Import Expo showcased advancements in humanoid robotics, highlighting the country's progress in robotics technology [8]

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].

Core Insights - The article discusses the advancements in a brain-computer interface (BCI) system developed by a research institute in Bengbu, which allows stroke patients to control devices through imagined hand movements, aiding in neuroplasticity and rehabilitation [1][2]. Group 1: Technology and Development - The BCI system translates brain signals generated by imagined movements into control commands for rehabilitation devices, enabling stroke patients to engage in various hand movements [1]. - The system integrates a self-developed scalp EEG collection system, capable of real-time decoding of patients' movement intentions and converting them into control instructions for rehabilitation devices [1]. Group 2: Clinical Trials and Results - A clinical trial involving 8 stroke patients was conducted, showing significant progress with an average improvement of 19% in motor function scores after nearly 200 training sessions over two months [2]. - One patient with left-sided hemiplegia exhibited notable perceptual feedback and muscle reflexes after just one week of BCI-enhanced training, with improvements in Fugl-Meyer scores and Barthel index [2].