整理 | GLP1减重宝典内容团队 在技术之外，强脑科技近期的一项产品表态引发了市场高度关注。公司创始人韩璧丞公开表示，团队正在尝试研发一种类似"电子版司 美格鲁肽"的产品，希望用户佩戴后在一段时间内食欲下降，从而辅助减重。这一跨界设想迅速引发讨论，也让脑机接口在消费级应用 上的边界问题成为焦点。 在人工智能、柔性材料和生物传感器等技术加速融合的背景下，脑机接口正从前沿科研走向实际应用，行业进入快速成长期。相关数据 显示，全球脑机接口市场规模预计到2034年将达到约124亿美元，复合年增长率为17.35%。在这一浪潮中，"杭州六小龙"之一的强脑科 技完成Pre-B轮融资后，投后估值突破13亿美元，成为国内脑机接口赛道中融资规模靠前的独角兽企业，并开始加快推进资本市场布 局。不过，其部分面向消费端的产品，也逐渐引发外界争议。 政策层面，脑机接口已被纳入国家中长期科技与产业规划。近两年，工信部等七部门明确了产业发展路径和时间表，提出到2027年实现 关键技术突破，到2030年整体实力跻身世界前列。当前，我国在非侵入式脑机接口领域处于全球领先位置，在政策红利推动下，技术研 发与商业化进程有望进一步提速。 从全球技术 ...

Core Viewpoint - The article highlights the emergence of brain-computer interface (BCI) technology, emphasizing that Chinese company BrainCo has become a leading player in the non-invasive BCI sector, competing with Elon Musk's Neuralink [1]. Group 1: Technological Breakthroughs - BrainCo, founded by Han Bicheng and a team of Chinese students at Harvard in 2015, has focused on developing non-invasive BCI technology for the past decade [3]. - The company has developed a super sensor capable of detecting human neural signals, which are extremely weak, comparable to one-millionth of a 5-volt battery [4]. - Unlike Neuralink's invasive approach, BrainCo's sensor captures neural and brain electrical signals through electrodes without the need for complex surgeries, acting as a "translator" between the brain and the external world [6]. Group 2: Industry Application - BrainCo's products are designed to address real-world needs, with the first application targeting rehabilitation for patients with limb disabilities [8]. - Training for using the device can be completed in one day for hand control, allowing patients to perform tasks like drinking and eating using their thoughts [10]. - The Zhejiang province has included non-invasive BCI adaptation fees in basic medical insurance, facilitating the development of the industry and providing strong motivation for innovative companies [12]. Group 3: Future Prospects - BCI technology has been recognized as one of the six future industries in China's 14th Five-Year Plan, indicating its strategic importance [15]. - The potential for human-machine interaction is expected to revolutionize the relationship between humans and technology, with applications ranging from alleviating neurological diseases to enhancing human capabilities [17]. - The article suggests that the BCI sector is on the verge of a significant breakthrough, with Chinese companies poised to lead in this innovative field [17].

Core Insights - Brain-computer interface (BCI) technology is on the verge of a breakthrough, recognized as one of the six future industries in China's 14th Five-Year Plan, alongside quantum technology and hydrogen energy [1][13] - BrainCo, headquartered in Hangzhou, has emerged as a leading player in non-invasive BCI technology, competing with Neuralink, and is focused on transforming future industries into new growth points [1][10] Group 1: Technological Breakthroughs - BrainCo was founded in 2015 by Han Bicheng and a team of Chinese students from Harvard, focusing on developing non-invasive BCI technology [2][4] - The company has dedicated ten years to perfecting a "super sensor" capable of detecting human neural signals, achieving a signal recognition accuracy of over 95% [4][7] - The non-invasive sensor captures neural and brain signals without the need for complex surgeries, making it safer and more accessible compared to invasive methods [6][10] Group 2: Market Applications - BrainCo's products target critical needs, particularly in rehabilitation, offering bionic hands that are significantly cheaper than imported smart prosthetics, priced at 1/7 to 1/10 of similar products [10][12] - The company has established a presence in over 400 hospitals and rehabilitation centers across China, aiming to assist over 6,000 disabled individuals this year [10][12] - Non-invasive BCI technology has been included in basic medical insurance in Zhejiang Province, facilitating wider adoption and market growth [12] Group 3: Future Prospects - The BCI technology is now part of China's strategic planning, providing unprecedented opportunities for companies in this sector [13][15] - BrainCo aims to help 1 million disabled individuals obtain smart prosthetics within the next 5-10 years, enhancing their quality of life [13] - Future developments include devices for treating Alzheimer's, depression, and Parkinson's disease, with the goal of revolutionizing human-machine interaction [15]

Industry Overview - The bionic hand industry in China has developed a complete ecosystem from basic research to industrialization, driven by technological iterations and market demand towards intelligence and cost reduction [1][4] - The market size of the bionic hand industry in China is expected to reach approximately 2.158 billion yuan in 2024, representing a year-on-year growth of 110.54% [1][4] Technological Breakthroughs - Key technological breakthroughs are the core engine of the industry, with companies like Qiangnao Technology and Yuequan Bionic achieving significant advancements in brain-machine interfaces and high-precision bionic hands [1][4] - The Revo 2 bionic hand has achieved a force resolution of 0.01N and compatibility with the ROS system, while the Y-Hand M1 supports 38 degrees of freedom and a fingertip positioning accuracy of 0.04mm [1][4] Industry Development History - The bionic hand industry in China has a history of over 60 years, starting from the early research in 1963 to the latest advancements in 2023, including FDA certification for the Qiangnao bionic hand and the introduction of various innovative products [4][5] Industry Supply Chain - The upstream of the bionic hand industry includes metals and alloys, polymers, composite materials, drive systems, sensors, and control chips [6][7] - The midstream involves the research and manufacturing of bionic hands, while the downstream includes applications in medical rehabilitation, industrial robots, and service robots [6][7] Key Companies - The competitive landscape of the bionic hand industry is characterized by a "technology layering + scene focus" feature, with leading companies such as Qiangnao Technology, Yuequan Bionic, and Youbixuan [12][13] - Qiangnao Technology dominates the medical rehabilitation sector with its non-invasive brain-machine interface technology, while Yuequan Bionic excels in high-precision dexterous hand technology [12][13] Future Trends - The industry is expected to see breakthroughs in multi-modal driving and material innovation, achieving human-like adaptive grasping capabilities [14][15] - The integration of multi-dimensional perception and neuromorphic chips will enable bionic hands to possess tactile sensing capabilities, enhancing their functionality [15][16] - The domestic production of key components is driving down manufacturing costs, paving the way for the bionic hand to enter the "ten-thousand yuan" consumer market [16]

Core Insights - The 138th Canton Fair focuses on "advanced manufacturing," showcasing innovations in new, intelligent, and green technologies, with a record number of high-quality enterprises participating [1] Group 1: Exhibits and Innovations - A total of 850,000 exhibits were presented, with new products, intelligent products, green low-carbon products, and products with independent intellectual property rights accounting for 16%, 15%, 25%, and 31% respectively [2] - Over 70% of the new products utilized new technologies, and the number of entries for the Canton Fair Design Innovation Award reached a record high, with intelligent products increasing by 30% [2] Group 2: Exhibitors and Quality - Among the 12,000 participating enterprises, over 5,600 were recognized as high-tech, specialized, or champions in their fields, while more than 4,000 were emerging companies in sectors like new energy vehicles and intelligent manufacturing [3] - 66% of the exhibitors adopted new technologies and models such as industrial internet, artificial intelligence, and green production [3] Group 3: International Participation - The fair attracted over 157,000 foreign buyers from 222 countries and regions, marking a 6.3% increase compared to the previous session, setting a historical record [4] - Notable growth was observed in buyers from the EU, the US, and Belt and Road Initiative countries, with 118 foreign business organizations attending, an increase of 8% [4] Group 4: Services and Experience - Various trade promotion activities were held, including domestic sales matching events and themed forums, enhancing market access for enterprises [5] - The fair introduced smart navigation services, with 214,000 users benefiting from the upgraded services, and the Canton Fair app added 24 new features, achieving 343,000 downloads [5] Group 5: Upcoming Events - The second phase of the Canton Fair will take place from October 23-27, focusing on "quality home goods," with an exhibition area of 515,000 square meters and approximately 25,000 booths [5]

Core Insights - The 138th Canton Fair successfully held its first phase from October 15-19, focusing on "advanced manufacturing" with highlights on "new, intelligent, and green" initiatives [1] - The second phase of the Canton Fair is scheduled for October 23-27, themed around "quality home furnishings" [2] Group 1: Event Highlights - The first phase featured 850,000 exhibits, with new products, intelligent products, green low-carbon products, and products with independent intellectual property rights accounting for 16%, 15%, 25%, and 31% respectively [1] - A total of 307 new product launch events were held, creating a "new scene for debut economy," with over 70% utilizing new technologies [1] - The number of entries for the CF Design Innovation Award reached a new high, with smart products like bionic hands increasing by 30% [1] Group 2: Participation and Engagement - Over 157,000 overseas buyers from 222 countries and regions attended, marking a 6.3% increase compared to the previous session, setting a historical high for the same period [2] - 118 overseas business organizations participated, an 8% increase from last year, along with 185 leading purchasing companies, which saw a 10.7% rise [2] - The fair's trade promotion activities included various forums and market expansion events, enhancing business opportunities for participating companies [2] Group 3: Technological Innovations - A total of 214,000 attendees utilized smart navigation, addressing the challenge of locating exhibition booths through "Bluetooth + Beidou + 5G" technology [2] - The Canton Fair app expanded its functionalities to 24 features, with a cumulative download increase of 343,000, facilitating efficient participation and connections [2] - The introduction of QR code identification improved processing speed by six times, alongside the first use of AI-assisted drawing review and modular construction [2] Group 4: Upcoming Phase Details - The second phase of the Canton Fair will cover an exhibition area of 515,000 square meters, featuring approximately 25,000 booths [2] - It will showcase three major sectors: household goods, gifts and decorations, and building materials and furniture, with over 10,000 participating companies, including nearly 3,000 quality enterprises [2]

Core Insights - The "2025 Inclusion·Bund Conference" held in Shanghai showcased advancements in AI and robotics, highlighting their integration into various industries and real-world applications [1][3]. Group 1: Event Overview - The conference took place from September 10 to 13, covering 10,000 square meters of exhibition space and featuring nearly 200 participating companies with over 30 new technology products [3]. - A key highlight was the "Robot Vocational Skills Performance Competition," where robots from four intelligent manufacturers competed in high-difficulty tasks simulating industrial inspections, hazardous operations, crisis navigation, and emergency rescue [3]. Group 2: Robotics Applications - In the industrial inspection segment, robots successfully performed six critical actions, including opening doors and identifying buttons, while also rescuing a simulated infant [3]. - The competition emphasized the need for robots to handle complex tasks in remote areas, particularly for safety inspections in hydropower stations, addressing the challenge of precise operations [3]. Group 3: Technological Innovations - The conference featured four major robotic groups, including Zhangjiang Robot Valley and Chengdu Humanoid Robot Innovation Center, showcasing applications such as drone transportation for medical samples and agricultural drones for spraying [5]. - In healthcare, Fudan University's "Guanghua No. 1" rehabilitation robot assists the elderly with walking and other activities, while brain-computer interface technology demonstrated the ability to convert neural signals into precise actions [6].

Core Insights - Strong Brain Technology's bionic hand is one of the few mass-produced prosthetics that allows users to control each finger through neural electrical signals without invasive surgery [1] - The non-invasive brain-computer interface (BCI) technology is gaining attention due to its higher safety and accessibility potential, marking a critical phase of transitioning from laboratory to commercialization [1][3] - Dao's Technology announced a $30 million investment in Strong Brain Technology's Pre-B round preferred shares, aiming to leverage its experience in materials to create an "AI + materials" platform [1] Company Developments - Strong Brain Technology aims to empower individuals with disabilities by providing bionic prosthetics that enable them to perform daily tasks such as grasping objects and walking [1][2] - The company has successfully mass-produced bionic prosthetics that enhance user experience, including a bionic leg that provides a natural walking experience and reduces the risk of falling [1][2] - Strong Brain Technology has become a leading supplier of dexterous hands for humanoid robots, capitalizing on its technological advancements in bionic hands [2] Technological Innovations - The company has made significant advancements in reading and interpreting weak human electrical signals, which are crucial for controlling bionic limbs [2] - Innovations in materials science and AI algorithms have enabled the company to capture and process these signals more effectively, simplifying the user experience [2][3] - The integration of AI in non-invasive BCI technology has accelerated industry growth, allowing for better extraction of relevant information from complex signals [3] Consumer Focus - Strong Brain Technology emphasizes the importance of understanding consumer needs to fulfill its vision of "unlocking more possibilities in life" [3] - The company aims to develop the next generation of bionic limbs that allow for bidirectional interaction, enabling users to sense external conditions [3] - Despite reducing the price of bionic limbs to one-fifth to one-tenth of European brands, the cost remains a burden for many disabled individuals [3][4] Social Responsibility - The company collaborates with local disability associations and charitable organizations to provide free bionic hands and legs to eligible individuals [4] - A project initiated by the Zhejiang Provincial Disabled Persons Welfare Foundation has already benefited 400 individuals, with plans to assist 2,000 more this year [4]

Core Insights - Strong Brain Technology's bionic hand is one of the few mass-produced prosthetics that allows users to control each finger through neural electrical signals without invasive surgery [1][2] - The non-invasive brain-computer interface (BCI) technology is gaining attention due to its higher safety and accessibility potential, marking a critical phase of transitioning from laboratory to commercialization [1][5] Group 1: Product and Technology - The bionic prosthetics produced by Strong Brain Technology enable users to perform daily tasks such as grasping objects, writing, and playing instruments [2] - The company has made significant advancements in signal collection, allowing users to control the bionic hand with minimal delay after a brief signal collection process [2][3] - Strong Brain Technology has become a leading supplier of dexterous hands for humanoid robots, leveraging its experience in bionic hands to address engineering challenges in robotics [3] Group 2: Innovation and Development - The company has achieved breakthroughs in materials science and AI algorithms, enhancing the sensitivity and stability of signal capture without the need for conductive gel on the skin [3][4] - AI algorithms play a crucial role in the development of non-invasive BCI technology, enabling the extraction of relevant information from complex and noisy signals [4] Group 3: Market and Social Impact - Strong Brain Technology aims to make bionic prosthetics more affordable, reducing prices to one-fifth to one-tenth of European brands, yet still recognizes the financial burden on many disabled individuals [5] - The company collaborates with local disability organizations and foundations to provide free bionic hands and legs to eligible individuals, with a goal to assist 2,000 disabled people in Zhejiang this year [5][6]

Core Insights - Strong Brain Technology's bionic hand is one of the few mass-produced prosthetics that allows users to control each finger through neural electrical signals without invasive surgery [1][2] - The non-invasive brain-computer interface (BCI) technology is gaining attention due to its higher safety and accessibility potential, marking a critical phase of transitioning from laboratory to commercialization [1][4] Company Developments - Dao's Technology announced a $30 million investment in Strong Brain Technology's Pre-B round preferred shares, aiming to leverage its experience in materials to create an "AI + materials" platform [1] - Strong Brain Technology has successfully mass-produced bionic prosthetics that enable users to perform daily tasks such as grasping objects and writing [2][3] Technological Innovations - The company has made significant advancements in reading and interpreting weak human electrical signals, which are crucial for controlling bionic limbs [3][5] - Innovations in materials science and AI algorithms have improved the sensitivity and stability of signal capture, allowing for direct skin contact without conductive gel [3][4] Market Trends - The demand for humanoid robots is increasing, with over half of the engineering challenges focused on the dexterity of robotic hands, which Strong Brain Technology is addressing through its expertise in bionic hands [3] - The rapid development of AI algorithms has facilitated the extraction of relevant information from complex signals, enhancing the capabilities of BCI technology [4] Social Impact Initiatives - Strong Brain Technology aims to make bionic limbs more affordable, reducing prices to one-fifth to one-tenth of European brands, while also collaborating with organizations to provide free prosthetics to eligible individuals [5][6] - The company plans to assist 2,000 disabled individuals in Zhejiang with free bionic limb installations, promoting social reintegration for marginalized groups [6]