近日，一款名为Seedance 2.0的AI视频生成模型在国内外互联网上迅速走红。该模型采用双分支扩散变 换器架构，可同时生成视频和音频。用户只需输入文本或上传图片，即可在60秒内获取带有原生音频的 多镜头序列视频，不少媒体与网友直呼"Seedance时刻"已经到来。 字节跳动发布视频模型Seedance 2.0。 重器频出开盛景，科创逐梦迎春风。过去一年，以Seedance 2.0为代表的中国科技在能源、航天、AI等 领域多点开花、捷报频传，这些突破不仅彰显了中国自主创新的硬核实力，更勾勒出从"跟跑"到"并 跑"乃至"领跑"的奋进轨迹，为高质量发展注入澎湃动能。 领跑能源，重塑绿色发展。 从能源工程探索、资源拓展到技术应用，我国在能源领域实现多项"全球首次"，取得一系列突破性成 果。 2025年年初，有"人造太阳"之称的EAST核聚变实验装置，首次实现"亿度千秒"量级的高温等离子体持 续运行，标志着我国聚变能源研究实现从基础科学向工程实践的重大跨越，对人类加快推进聚变发电具 有重要意义。 2025年年末，钍基熔盐实验堆正式建成，这座实验堆是我国自主设计、研发和建设的第四代先进裂变核 能系统，也是目前国际上唯 ...

装上智能仿生手，截肢患者可以轻松拿起水杯喝水；高位截瘫患者用意念移动电脑光标，操控轮椅，指 挥机器狗取外卖…… 近年来，随着神经信号处理、生物兼容材料、人工智能等技术接连取得突破，脑机接口开始从科幻场景 走向临床应用，给许多患者的治疗与康复带来新希望。 "仿佛自己变成了机器人，脑子一想，脚真就迈出去了。"这是天津的裴先生第一次穿戴上"神工—神 行"外骨骼装置时的感受。 裴先生突发脑出血，导致右侧肢体偏瘫。由于右腿无法站立和行走，他的日常活动只能依赖轮椅。 天津大学脑机交互与人机共融海河实验室（以下简称"海河实验室"）团队对裴先生进行了为期两个多星 期的脑控外骨骼步行康复训练。此后，他的步态明显改善，步行稳定性和耐力显著提升。现在他已经能 短距离独立行走。 "神工—神行"外骨骼装置是海河实验室团队自主研发的非侵入式脑机接口产品。该团队还研发出"神工 —神机""神工—神甲"等设备，可以有效帮助脑卒中患者的手部、手臂等实现运动功能康复，已经累计 服务3000多名患者；面向消费端的产品中电云脑国芯脑机智能头环也进入量产阶段，凭借"云—边— 端"智能架构及精准的多维状态识别能力，产品已成功应用于疲劳驾驶预警、专注力训练 ...

Core Viewpoint - The article highlights the significance of the Beijing Yizhuang National Innovation Park as a key hub for technological innovation, particularly in the fields of artificial intelligence and biomedicine, showcasing prominent figures in these industries [1][5][15]. Group 1: Key Figures in Technology - The first collective learning session of the year focused on technological innovation, featuring leaders from the new generation information technology and biomedicine sectors, with over 80% involved in information technology and a significant portion in artificial intelligence [5][6]. - Notable figures include Lei Jun, CEO of Xiaomi, who emphasizes Beijing's rich talent pool and innovation environment as crucial for Xiaomi's success [8]. - Wang He, a prominent scientist and founder of Galaxy General Robotics, represents the younger generation of innovators in the AI field [8]. Group 2: Educational Initiatives - The establishment of the Zhongguancun Academy, a national-level higher education institution, aims to cultivate leading talents in artificial intelligence through an unconventional training model that integrates research and education [9]. - Liu Tieyan, the academy's first president, is recognized for his contributions to AI and previously served as the vice president of Microsoft Research Asia [9]. Group 3: Contributions to Biomedicine - Xie Xiaoliang, a biophysical chemist and director of the Beijing Changping Laboratory, is a leading figure in single-cell biology and has made significant contributions to the field [10]. - The article also highlights the work of Luo Minmin, who has made groundbreaking discoveries in neuroscience, providing new biological targets for depression treatment [13]. Group 4: Industry Developments - The article mentions the launch of Zhizhu Huazhang Technology Co., founded by Tang Jie, which focuses on large-scale pre-trained models in AI and is set to be listed on the Hong Kong Stock Exchange [12]. - The "Beijing Brain No. 1" intelligent brain-machine system developed by Luo Minmin's team has already been implanted in six patients, showcasing advancements in medical technology [14].

Group 1 - Xi Jinping visited the National Innovation Park in Beijing, emphasizing the importance of technological innovation and encouraging researchers and tech entrepreneurs to contribute to national modernization [2][4] - The National Innovation Park has attracted 1,000 companies, with a focus on cutting-edge fields such as quantum information, 6G communication, and smart hardware [4] - Companies like Beijing Lingzu Times Technology and Beijing Brain Science and Brain-like Research Institute expressed motivation from Xi's visit, highlighting the need for continuous innovation and tackling significant technological challenges [3][5] Group 2 - The emphasis on "self-reliance and self-improvement in technology" was a key message from Xi, inspiring organizations to focus on original innovation and breakthrough technologies [4][5] - The Beijing Quantum Information Science Research Institute aims to lead in quantum technology research, integrating it with artificial intelligence to enhance technological capabilities [8][9] - The robotics sector, represented by companies like Shurui Robotics, is committed to overcoming technical challenges and contributing to China's technological independence [9][10] Group 3 - The "14th Five-Year Plan" outlines goals for Beijing to become a global hub for scientific innovation, focusing on high-level talent and open innovation [12] - The National Blockchain Technology Innovation Center is dedicated to ensuring that China's blockchain technology remains globally competitive, addressing critical issues in the field [12] - The overall sentiment among tech companies is one of determination to fulfill Xi's vision for a technologically advanced nation, with a strong focus on practical applications and real-world problem-solving [10][11]

证券研究报告 Neuralink带来的启示 ——脑机接口系列报告 行业评级：看好（维持） n Neuralink带来新启示：脑机接口有望成为人与机器交流的首选，触达更广阔市场。 n 脑机接口国内政策与产业窗口期共振，中国临床案例数大幅提升。 n 脑机接口与大模型、具身智能技术深入融合，大幅推进应用落地速度。 2 2026年2月 分析师 刘雯蜀 分析师 郑毅 分析师 刘静一 邮箱 liuwenshu03@stocke.com.cn 邮箱 zhengyi@stocke.com.cn 邮箱 liujingyi@stocke.com.cn 证书编号 S1230523020002 证书编号 S1230524070002 证书编号 S1230523070005 • 核心观点 Ø Neuralink的首款产品Telepathy（心灵感应）预计在今年量产，目前超10000人申请体验。Telepathy聚焦 "大脑功能正常，但运动 / 交流通路断裂" 的重症群体，例如脊髓损伤、渐冻症患者。量产的三个重要条件——N1性能提升、手术安全性提升、成本降低：1）预计2026年N1设备电极数量从 1000 个增加到 3000 个，提升神 ...

Group 1 - The core theme of the articles emphasizes the importance of technological breakthroughs in determining the speed, breadth, and depth of future industrial development [1][4] - The concept of "industry posing questions, technology providing answers" is highlighted as a guiding principle for driving innovation and addressing key technological challenges [2][4] - The collaboration between research institutions and manufacturing enterprises is crucial for accelerating the transformation of technological achievements into industrial applications [3][8] Group 2 - The new type of national system is identified as a key guarantee for promoting future industrial development, enabling long-term stable investment and strategic patience [4][9] - Strengthening strategic, forward-looking, and systematic layouts in basic research is essential for fostering technological innovation and supporting future industries [5][6] - Enterprises are recognized as the main body of technological innovation, playing a vital role in leading industries towards advanced and high-end fields [7][9] Group 3 - The development of core technologies in fields such as controlled nuclear fusion is highlighted as a significant step towards commercializing future energy solutions [7][8] - The establishment of innovation alliances that integrate research, clinical applications, and enterprise participation is essential for advancing complex systems like brain-machine interfaces [8][9] - The articles stress the need for effective collaboration between enterprises, universities, and research institutions to tackle key technological challenges and enhance the efficient transformation of scientific achievements [9]

Group 1 - The core theme of the news is the emphasis on technological innovation as a driving force for the development of future industries, highlighting the importance of breakthroughs in technology for enhancing the speed, breadth, and depth of industrial growth [1][4] - The new type of national system is identified as a key guarantee for promoting the development of future industries, enabling strategic patience and long-term stable investment that the market cannot provide [4][10] - The integration of research institutions, manufacturing enterprises, and application sectors is crucial for accelerating the transformation of technological achievements into industrial applications [3][9] Group 2 - The focus on key core technology breakthroughs is essential, with a call for industries to present challenges that technology must address, ensuring that technological innovation is driven by actual market needs [2][10] - The development of high-performance bioreactors in the biomanufacturing sector is highlighted, showcasing a successful case of overcoming technological monopolies through collaborative innovation [2][3] - The rise of quantum computing in Hefei is noted, with significant advancements in both foundational research and industrial applications, indicating a robust growth trajectory for the quantum industry [5][6] Group 3 - The role of enterprises as the main body of technological innovation is emphasized, with a focus on cultivating leading technology companies that can drive industries towards high-end fields [7][8] - The establishment of innovative joint entities that combine research, clinical applications, and enterprise involvement is presented as a model for fostering deep cooperation and innovation in future industries [9][10] - The need for strategic, forward-looking, and systematic layouts in basic research is stressed, as it serves as the foundation for technological innovation and future industrial development [6][10]

Core Viewpoint - The article highlights the rapid advancements in Chinese technology, showcasing significant achievements in various fields, including superconducting chips and artificial intelligence, which are making substantial impacts on both domestic and global stages [1]. Group 1: Technological Advancements - The successful implementation of superconducting chips by the Chinese Academy of Sciences marks a significant milestone, bringing the concept of the superintelligent entity "MOSS" from the film "The Wandering Earth 2" into reality [1]. - China has made remarkable progress in various technological domains, including breakthroughs in nuclear fusion with the "artificial sun" achieving critical temperature and duration milestones [1]. - The introduction of suborbital laser 3D printing technology represents a pioneering achievement, further establishing China's position in advanced manufacturing [1]. Group 2: Industry Impact - The advancements in technology are not only enhancing China's domestic capabilities but also positioning the country as a formidable player on the global technological landscape [1]. - The continuous stream of technological achievements reflects China's commitment to innovation and its ability to overcome challenges, thereby fostering a competitive edge in the global market [1].

脑机接口技术作为生命科学与信息科学深度融合的交叉前沿技术，已成为全球科技竞争的新焦点。 2026年伊始，脑机接口"独角兽"浙江强脑科技有限公司宣布完成约20亿元的C轮融资。此次融资不仅创 下了脑机接口赛道除马斯克旗下Neuralink之外的全球第二大单笔融资纪录，也显示出资本对脑机接口产 业发展的强烈信心。 与此同时，从国家层面到地方政府，一系列涵盖产业培育、医疗服务定价等关键环节的利好政策相继出 台，为行业注入了强劲的推动力。产业、资本与政策同频共振，将脑机接口推至前所未有的热度。 在这幅火热的行业图景背后，一系列核心问题亟待厘清：中国脑机接口的真实发展水平究竟如何？与国 际前沿相比，我们的优势与差距何在？产业跃进的道路上，还有哪些核心瓶颈需要突破？带着这些问 题，记者走进"北脑一号"与"北脑二号"的诞生地——北京脑科学与类脑研究所(以下简称"北脑所")，与 北脑所所长、神经生物学家罗敏敏进行深入探讨。 追赶与超越 "在脑机接口领域，我国与其他国家在原理理论、技术积累、系统集成、临床应用等诸多方面还存在一 定差距。但是这种差距正在不断缩小。"罗敏敏对《证券日报》记者说，"过去几年，我国脑机接口技术 进展显著 ...

Core Insights - The announcement of the "Top Ten Scientific Advances" in China and the world for 2025 highlights significant technological breakthroughs that have the potential for rapid industrialization and future development [2][3][4]. Group 1: China's Top Ten Scientific Advances - The top ten scientific advances in China include the "artificial sun" EAST achieving a world record of "one billion degrees for a thousand seconds," the development of a liver cancer prediction system featured on the cover of Nature, and the successful creation of a thorium molten salt reactor [3][4]. - Other notable advancements include the completion of the "North Brain No. 1" wireless human implant, the discovery of original innovation targets and candidate drugs for Parkinson's disease, and the development of a new hydrogen production technology [3][4]. - The advancements also encompass breakthroughs in 6G wireless communication and significant progress in the protection of black soil through the "Black Soil Granary" technology campaign [3][4]. Group 2: World's Top Ten Scientific Advances - The world's top ten scientific advances feature a brain-computer interface enabling patients to express emotions through speech, the birth of an integrated "electronic-photonic-quantum" chip system, and the detection of the largest black hole merger event to date [4]. - Additional highlights include the discovery of the highest energy neutrino, the first visible "time crystal," and the successful organ transplantation from genetically modified pigs [4]. - The advances also include the first detection of cosmic signals from 13 billion years ago and the largest cosmic map ever created, along with a detailed brain map describing numerous neurons and their activities [4]. Group 3: Characteristics and Implications - The selected scientific advances reflect three main characteristics: alignment with global scientific frontiers, addressing national major needs, and focusing on public health and well-being [4][5]. - The evaluation emphasizes originality and practical utility, showcasing China's robust development in science and technology, which is increasingly aligned with national demands and public welfare [4][5]. - The ongoing technological revolution and industrial transformation are reshaping global innovation dynamics, highlighting the need for China to focus on key challenges while responding to public concerns and filling developmental gaps [5][6].