CHE REAL 《北京市推进科技成 11月18日，北京市人民政府新闻办公室举行《北京市推进科技成果转化落地行动方案（2025—2027年）》（以下简称《行动方案》）新闻发布会，市科委、 中关村管委会、市教委、市卫生健康委、海淀区、中关村发展集团等相关单位负责人出席，围绕方案内容、实践进展及后续计划向北京商报等媒体详细介 绍，一幅加速科技成果从实验室走向生产线的图景逐渐清晰。 在发布会上，北京市科委、中关村管委会党组成员、副主任杨璞介绍，《行动方案》以深化科技成果转化机制改革为主线，坚持科技创新与制度创新双轮驱 动，聚焦科技成果"转得出、帮得上、落得下"三个阶段，着力加速成果从"1到10"在京落地进程。 方案明确，到2027年的核心目标是基本形成高效协同的科技成果转化体系，促成1000家合作平台、5000项技术开发合作项目，转化孵化3000家科技型企业与 600家专精特新企业，推动一批服务国家战略需求的重大成果落地。具体将从五方面发力，包括深化职务科技成果赋权改革、建立"企业出题+研发单位答 题"的科研组织模式、强化对接服务机制、完善概念验证与中试平台体系以及建设中关村国际技术交易中心，构建全链条转化服务生态 ...

Core Insights - Beijing has maintained its position as the top global research city for nine consecutive years and ranks third in the International Science and Technology Innovation Center for four years [1] - The reports highlight Beijing's robust investment in research and development (R&D), with a consistent R&D intensity of around 6%, placing it among the leading innovation cities globally [2] R&D Investment - Beijing's R&D investment intensity remains at a high level of 6%, providing a solid foundation for original innovation and key technological breakthroughs [2] - The city has established four national laboratories and restructured national key laboratories, enhancing collaboration with national research forces [2] - The establishment of the "Original Innovation Fund" aims to optimize the investment structure, increasing the proportion of basic research from 18% to align with top global institutions [2] Innovation Ecosystem - Over 300 technology companies are established daily in Beijing, surpassing Silicon Valley, with 115 unicorns and 1,035 "little giant" enterprises by the end of 2024, leading the nation [4] - The innovation ecosystem is characterized by a collaborative framework involving universities, research institutions, and a supportive policy environment [4][5] - The unique combination of top talent, cutting-edge knowledge, and significant application scenarios creates a competitive advantage for Beijing's innovation landscape [5] Challenges and Strategic Responses - Despite its achievements, Beijing faces challenges such as reduced international cooperation, land resource constraints, and low patent conversion rates [6] - To address these challenges, Beijing aims to build an open innovation network and extend its industrial chain to surrounding areas [6] - The city must remain vigilant against potential declines in innovation vitality and strive for continuous self-reform to maintain its competitive edge [7]

据天使投资人、资深人工智能专家郭涛分析，北京在研发资源配置上正朝着"结构重构、效能激活、壁垒突破"三 大方向推进。他指出，除了维持高强度的研发投入，更要优化投入结构，将基础研究占比从当前的18%向全球顶 尖机构的30%—50%看齐。为此，北京设立了"原始创新基金"，支持交叉学科与冷门领域，并建立"卡脖子"技术动 态清单，引导社会资本精准投向光刻机、高端材料等硬科技领域。 北京市社会科学院副研究员王鹏进一步强调，北京在研发资源配置上持续加大对高校和科研院所的稳定支持，特 别是在数学、物理、化学等基础学科领域，为"从0到1"的突破提供了土壤。他还提到，通过"揭榜挂帅"机制，北 京集中力量攻关光刻机、高端芯片、工业软件等关键领域，并建立容错机制鼓励高风险原始创新。这一机制已催 生出具体成果，例如全国首个完成10公里级火箭垂直起降回收试验、自主研发的10亿像素级航空相机等，都是"揭 榜挂帅"结出的硕果。 科方得智库研究负责人张新原则提出，北京应构建"战略攻坚与自由探索双轮驱动"的资源配置新范式。一方面 要"集中优势兵力打歼灭战"，聚焦国家战略急需的关键核心技术；另一方面也要培育"慢科学"生态，鼓励自下而 上的原始创新 ...

Investment Rating - The report maintains an investment rating of "Outperform" for the brain-computer interface (BCI) industry [1] Core Insights - Continuous policy support is evident, with the Ministry of Industry and Information Technology and six other departments releasing implementation opinions to promote BCI innovation [2] - Significant technological and clinical breakthroughs have been achieved, including China's first invasive clinical trial for BCI technology [2] - The global BCI market is projected to exceed $10 billion, with a compound annual growth rate (CAGR) of over 13% from 2019 to 2023 [2] Summary by Sections What is Brain-Computer Interface? - BCI is defined as a communication system that establishes a direct connection between the brain and external devices, enabling interaction through brain wave recognition [7][10] - The technology is expected to revolutionize medical rehabilitation, assistive communication, and intelligent control [7] Why is BCI at a Critical Turning Point for Industrialization? - Policy support has intensified, with a clear roadmap for BCI standardization and development outlined by various government bodies [35][41] - The industry is expected to see significant advancements in technology and clinical applications, with a focus on creating a robust ecosystem by 2030 [35][46] Investment Recommendations - Companies to watch include Sanbo Brain Science, Zhongke Information, Entropy Technology, and Yanshan Technology, which are involved in clinical applications or product development [2]

Core Insights - Beijing is actively developing a brain-computer interface (BCI) industry cluster, with significant advancements in clinical applications of BCI technology [1][2] - The city has established a three-year action plan to accelerate innovation in BCI, focusing on technology breakthroughs, industry aggregation, and innovation ecosystems [1] - A special incubation fund of 300 million yuan has been set up to support the development of over 20 BCI innovation enterprises in Beijing [1] Group 1 - The "Beijing Brain No. 1," a 128-channel semi-invasive wireless BCI developed by Chipwise, has completed five implantation experiments, marking a key milestone in clinical translation [1] - The "Beijing Brain No. 2" intelligent BCI system is under development, featuring a 512-channel wireless fully implanted clinical product, with performance tests already completed [1] - Beijing has established three major brain science research institutes and a dedicated brain science and brain-like research institute to enhance foundational research [1] Group 2 - The Zhongguancun (Changping) Brain Science and Brain-Computer Interface Industrial Park, covering 240,000 square meters, has been launched as a key gathering place for BCI companies [2] - The park is supported by special policies and an innovation partnership plan to accelerate the development of key products in clinical application scenarios [2] - Future plans include leveraging technology and talent to promote deep integration of AI and brain technology across various sectors such as education, entertainment, safety production, and medical rehabilitation [2]

Core Insights - The establishment of the Zhongguancun (Changping) Brain Science and Brain-Computer Interface Industrial Cluster marks a significant step in developing a new industrial landscape in Changping District, Beijing [1] Group 1: Industrial Development Strategy - The "One Core, One City" strategy aims to leverage the Zhongguancun Life Science Park's core role to accelerate enterprise incubation and result transformation, forming an industrial cluster [2] - The plan includes the construction of an International Medical Device City to facilitate industrialization and establish a high-end manufacturing base [2] - The Changping Brain Science and Brain-Computer Interface Innovation Partnership Program will enhance foundational research, technological breakthroughs, and integrated innovation [2] Group 2: Policy and Financial Support - Chang Development Group and Daoyuan Capital have launched a strategic fund to inject financial resources into the brain science and brain-computer interface industry [2] - The district has introduced the first action plan for the development of the brain science and brain-computer interface industry, along with supporting policy measures [3] Group 3: Advantages and Growth Potential - Beijing's policy framework, innovation research, and talent aggregation provide a strong foundation for the brain science and brain-computer interface industry [3] - By 2027, the industrial cluster is expected to reach a certain scale, with a goal of forming a new billion-level future industry cluster by 2030 [4] Group 4: Industry Ecosystem and Collaboration - The region has attracted key enterprises and established a comprehensive ecosystem involving research institutions and clinical practices [5][6] - Notable achievements include the successful transformation of "Beijing Brain No. 1" and the filling of a gap in high-performance invasive brain-computer interfaces with "Beijing Brain No. 2" [6]

Core Insights - Beijing is establishing a new industrial pattern for brain science and brain-computer interface (BCI) industries, with the unveiling of the Zhongguancun (Changping) BCI industrial cluster and park [1][2] - The Changping district is focusing on innovation-driven development, financial empowerment, and ecological construction to enhance the BCI industry [2][4] - By 2030, the goal is to create a new hundred-billion-level future industry cluster in the BCI sector [3][4] Group 1: Industrial Development - The Zhongguancun (Changping) BCI industrial cluster aims to leverage the core role of the Zhongguancun Life Science Park to accelerate enterprise incubation and result transformation [1][3] - The Changping district is initiating the BCI Innovation Partnership Plan to strengthen basic research, technological breakthroughs, and integrated innovation [2][4] - The district has already attracted 22 key BCI enterprises, indicating a growing industrial cluster effect [5] Group 2: Policy and Support Measures - Changping has introduced a comprehensive action plan and supporting policies for BCI industry development, focusing on technology innovation, enterprise cluster development, and industrial ecosystem construction [3][4] - The district plans to create a "park + investment + incubation + clinical" service system to support various innovation entities [4] - A strategic partnership has been formed between Chang Development Group and Daoyuan Capital to inject financial resources into the BCI industry [2][4] Group 3: Research and Clinical Applications - Changping is home to national-level research institutions and top medical facilities, providing a robust ecosystem for research and clinical applications in BCI technology [4][5] - The district has seen significant technological achievements, with two major BCI breakthroughs recognized at the 2025 Zhongguancun Forum [5] - The presence of over one million square meters of high-standard industrial space supports the full chain of research, pilot testing, and industrialization [4]

Core Viewpoint - The rapid development of brain science and brain-machine interface technology is becoming a significant direction for future industrial transformation, with Beijing's Changping District seizing this opportunity through the establishment of dedicated industrial zones and initiatives [1][4]. Group 1: Industrial Development Initiatives - The first brain science and brain-machine interface industrial cluster in Beijing, located in Changping, was officially launched, aiming to create a "one core, one city" industrial structure [3]. - The Changping District is leveraging the Changping Life Science Park's innovative resources to accelerate enterprise incubation and result transformation, fostering a rapid formation of industrial clusters [3]. - A strategic partnership has been formed between Chang Development Group and Daoyuan Capital to establish a fund for the development of the brain science and brain-machine interface industry, injecting financial resources into the sector [3][4]. Group 2: Future Goals and Plans - By 2027, the industrial cluster is expected to take shape, promoting the application of new technologies, products, and models across various scenarios [4]. - The goal is to fully establish the industrial cluster by 2030, enhancing innovation capabilities and overall strength to reach an international first-class level, aiming to form a new billion-level future industry cluster [4]. Group 3: Current Industry Landscape - Currently, 22 key enterprises in the brain-machine interface sector, including Xinzhida, Weiming Brain, and Walnut Medical, have settled in Changping, demonstrating increasing industrial clustering effects [6]. - Changping has been recognized for its significant contributions to the field, with two major technological achievements in brain-machine interfaces selected at the 2025 Zhongguancun Forum [6].

Core Insights - Brain-computer interfaces (BCIs) are emerging as a significant field of new productive forces and a key direction for future industries, showcasing vast development prospects and market potential across various sectors such as healthcare, industrial safety, education, and smart living [1][3] Group 1: Technological Innovations - The Beijing Brain Science and Brain-like Research Institute has developed groundbreaking innovations in BCIs, including "Beijing Brain No. 1" and "Beijing Brain No. 2," which feature advanced flexible high-density electrodes and high-sampling-rate brainwave data collection technology [1][2] - "Beijing Brain No. 1" has entered the clinical trial phase, with the capability to collect signals from 128 channels, leading the international market in signal throughput [1][2] - "Beijing Brain No. 2" is currently under development, focusing on implanting electrodes directly into brain tissue, which represents a significant advancement over its predecessor [2] Group 2: Clinical Applications - In the first half of this year, five patients underwent implantation surgeries to address motor function disorders caused by spinal cord injuries and strokes, as well as speech disorders due to conditions like ALS, with positive postoperative outcomes [2] - A notable case involved a patient paralyzed for five years who, with the aid of BCI-guided rehabilitation and external spinal cord stimulation, was able to walk with assistance [2] Group 3: Regional Development and Strategy - Changping District is strategically positioning itself as a hub for BCI industry development, leveraging its existing resources and innovation capabilities in the medical and health sectors [3][4] - The "Changping District Medical Device Industry Enhancement Action Plan (2023-2025)" identifies BCIs as a key industry, aiming to accelerate research in areas such as neural regulation and cognitive disorders [3] - The "Accelerating the Innovation and Development Action Plan for BCIs in Beijing (2025-2030)" aims to foster a comprehensive ecosystem for BCI technology innovation and industry cultivation, with Changping District playing a crucial role in this initiative [3][4]

Core Insights - The Beijing Brain Science and Brain-like Research Institute has developed innovative brain-machine interface systems, "Beijing Brain No. 1" and "Beijing Brain No. 2," which can collect and decode brainwave signals in real-time [1] - The brain-machine interface is positioned as a key future industry, with Changping District actively planning to establish a concentrated development area for this technology [1] Group 1: Clinical Developments - "Beijing Brain No. 1" has entered the clinical validation phase, with five patients undergoing implantation surgeries for conditions like spinal cord injury and stroke, showing positive outcomes [2] - The most notable case involved a patient paralyzed for five years who regained the ability to walk with assistance after using the brain-machine interface [2] - "Beijing Brain No. 2" has made significant advancements, featuring implanted electrodes in brain tissue to improve signal quality and information decoding [2] Group 2: Industry Development - Changping District is leveraging its advantages in the medical and health industry to create a concentrated area for brain-machine interface development, supported by local companies [3] - The district's "Action Plan for the Enhancement of the Medical Device Industry (2023-2025)" identifies brain-machine interfaces as a key focus area, particularly in neuro-regulation [3] - The "Accelerating the Innovation and Development Action Plan for Brain-Machine Interfaces (2025-2030)" aims to promote comprehensive breakthroughs in technology and industry cultivation [3]