Core Viewpoint - The announcement by Elon Musk regarding Neuralink's plans for large-scale production of brain-machine interface (BMI) devices by 2026 has ignited significant interest in the capital markets, indicating a shift from experimental to industrial-scale applications of this technology [3][5]. Industry Developments - Brain-machine interfaces (BMIs) are categorized into three types: invasive, semi-invasive, and non-invasive, each with varying levels of signal quality and risk [4]. - Neuralink has achieved rapid advancements, including a 1.5-second implantation process and successful trials on both animals and humans, with seven patients receiving implants as of mid-2025 [4][5]. - The Chinese government has shown support for the BMI industry, with policies and plans aimed at fostering innovation and development in this field [8][10]. Market Reaction - Following Musk's announcement, the A-share market saw a surge in BMI-related stocks, with significant gains observed in various companies within this sector [6]. - Strong Brain Technology, a company focused on non-invasive BMI technology, secured approximately 2 billion yuan in funding, highlighting investor confidence in the BMI market [6]. Future Outlook - Experts predict that 2026 could be a pivotal year for BMIs, marking the transition of this technology from laboratory settings to commercial viability [7][10]. - The advancements in BMI technology are expected to lead to a broader range of applications in the medical field, moving from experimental tools to widely available products [10].

Group 1 - The core viewpoint of the news is that Qiangnao Technology, a brain-computer interface company, has completed a financing round of approximately 2 billion yuan, marking the second-largest financing record in the brain-computer interface field globally, after Neuralink [1] - The funds raised will be used to accelerate the research and development of core technologies, extreme engineering breakthroughs, and the mass production of products [1] - The investor lineup for this financing includes prominent institutions such as IDG, Huaden International founded by Intel CEO Chen Liwu, and major companies like Lens Technology and Lingyi Technology [1] Group 2 - Qiangnao Technology aims to help 1 million disabled individuals regain daily life through neural-controlled prosthetics and improve the conditions of 10 million patients suffering from brain diseases like autism and Alzheimer's within the next five to ten years [2] - The company, founded in February 2015, focuses on non-invasive brain-computer interface technology and has achieved significant milestones, including FDA and CE certifications [2] - The industry landscape shows that Neuralink remains the highest-valued company in the brain-computer interface sector, with a valuation of 9 billion USD expected after its Series E financing in 2025 [2] Group 3 - According to a recent report from Kaisheng Securities, the brain-computer interface technology is expected to commercialize by 2026, transitioning from medical necessities to AI applications [3] - Qiangnao Technology has significant potential for expansion in overseas markets, as highlighted by its founder's participation in the China-Korea Innovation and Entrepreneurship Forum [3] - With increased investment in brain science and the launch of the "Brain Plan" in China, the sector is entering a new phase of technological realization and commercial explosion [3]

Core Viewpoint - BrainCo, a leading company in the brain-computer interface (BCI) sector, has successfully completed a financing round of approximately 2 billion RMB, marking it as the second-largest financing in the global BCI market, following Neuralink [2] Financing and Investment - The recent financing attracted a prestigious lineup of investors, including IDG, Huaden International, and major industry players like Lens Technology and Lingyi iTech [2] - BrainCo's financing history shows a consistent increase in capital recognition, with significant rounds including 400 million USD in Series A in 2019 and 30 million USD in Pre-B and 20 million USD in Series B in 2025 [3] - The company is preparing for an IPO, potentially in Hong Kong or mainland China, with a valuation exceeding 1.3 billion USD anticipated for the upcoming round [3] Company Background and Product Development - Founded in February 2015 by Han Bicheng, BrainCo focuses on non-invasive BCI technology, having developed products like smart prosthetics and sleep improvement devices [3][4] - The company has received FDA and CE certifications, making it one of the few globally to achieve large-scale production of BCI products [4] Future Plans and Market Potential - BrainCo aims to assist 1 million individuals with physical disabilities and 10 million patients suffering from Alzheimer's, autism, and insomnia over the next 5 to 10 years [5] - The company is committed to advancing non-invasive BCI solutions for mental health issues like depression and Alzheimer's, aligning with China's increased investment in brain science [5] Industry Landscape - Neuralink remains the highest-valued BCI company globally, with a valuation of 9 billion USD post-E round financing in 2025 [5] - The BCI sector is gaining traction in the capital market, with several A-share companies experiencing significant stock performance related to BCI concepts [6] - Companies like Aihuilong and Kefu Medical are entering the BCI space, indicating a growing interest and investment in this emerging field [6] Investment Opportunities - The BCI industry is in its early commercialization phase, with a focus on thematic investment strategies [6] - There is potential for significant revenue generation in non-invasive BCI products, as well as opportunities in software, hardware, and experimental materials related to BCI [6]

记者丨江昱玢 编辑丨陈晓平 杭州独角兽，拿下国内脑机接口界的最大一笔融资。 1月6日消息，韩璧丞率领的强脑科技，完成约20亿元的融资。其规模居脑机接口赛道全球第二，仅次于 马斯克旗下的Neuralink，其E轮融资6.5亿美元。 他招揽的研发人员，大多来自哈佛、麻省理工、清华等顶尖名校，团队致力于研发非侵入式脑机接口技 术。 当时，脑机接口领域有两大技术路径：侵入式和非侵入式。 此番投资人阵容强大，包括IDG、蓝思科技、领益智造，战略投资方囊括韦尔股份、润泽科技、华住、 好未来，以及中国香港、美国的顶级家办等。 创始人韩璧丞出生于1987年，今年39岁，黑龙江牡丹江人。 这位学霸履历不俗，高中时获全国生物技术竞赛一等奖，本科拿到韩国科学技术院机械工程专业学士， 博士就读于哈佛大学脑科学中心。 未毕业、先创业，2015年他创立强脑科技，成为"杭州六小龙"之一。 读了四年博士，在即将毕业时选择回国创业，韩璧丞坦诚，自己的决定让许多人不解，特别是母亲。 "感觉自己一分钟都等不了，我们在做一件能改变千万人命运的事。" 侵入式技术能获取高精度信号，主要用于解决渐冻症、重度瘫痪等，多数资本押注——Neuralink走的正 ...

Core Insights - Elon Musk has provided a timeline for mass production of brain-computer interface (BCI) devices, igniting interest in global capital markets, with related indices in A-shares rising over 13% on the first trading day of the year [1] - Strong Brain Technology recently completed a significant financing round of approximately 2 billion RMB, marking the second-largest financing in the global BCI sector after Neuralink [1] - The Chinese government has included BCI technology in its "14th Five-Year Plan," indicating a strong push towards commercialization and innovation in the industry [1][3] Company Overview - Strong Brain Technology was founded in February 2015 and has developed non-invasive BCI technologies, including smart bionic limbs and sleep aids, achieving FDA and CE certifications [2] - The company has a history of substantial financing, including a $400 million Series A round in 2019, and plans for an IPO in Hong Kong or mainland China with a valuation exceeding $1.3 billion [2] Market Dynamics - The Chinese BCI market is projected to exceed 3.8 billion RMB by 2025, with medical health applications accounting for 56%, and is expected to surpass 10 billion RMB by 2030 [3] - The government plans to invest over 50 billion RMB in the BCI industry during the "14th Five-Year Plan," aiming to cultivate 2-3 global leading companies by 2030 [3] Future Development - Strong Brain Technology aims to accelerate research and development in rehabilitation and consumer sectors, with a vision to assist 1 million individuals with physical disabilities and 10 million patients suffering from brain-related conditions over the next 5 to 10 years [4] - The company emphasizes the importance of making BCI technology accessible to the general public, aligning with the "technology for good" philosophy [4] Global Industry Landscape - Neuralink remains the highest-valued BCI company globally, with a valuation of $9 billion following its Series E funding round in 2025 [5] - The BCI technology is expected to achieve commercialization by 2026, with applications expanding from medical needs to AI and robotics [5] - The global BCI market is projected to grow to approximately $12.4 billion by 2034, indicating significant investment potential in both medical and technological sectors [5]

Core Insights - The brain-computer interface (BCI) sector is experiencing significant growth, highlighted by the recent completion of approximately 2 billion yuan financing by Qiangnao Technology, marking it as the second-largest financing in the field globally, after Neuralink [1][2] Industry Overview - The BCI sector has become the hottest investment track in the A-share market since the beginning of 2026, with multiple stocks such as Innovation Medical, Aipeng Medical, and Xiangyu Medical achieving consecutive trading limits [1] - The industry is currently driven by both policy support and technological breakthroughs, with expectations for Neuralink's large-scale production and automated surgical solutions marking a transition from clinical validation to commercial viability [3] Company Highlights - Qiangnao Technology, founded in February 2015, focuses on non-invasive BCI technology and has received FDA and CE certifications, making it one of the largest investors in BCI R&D globally [2] - The company has launched several products, including smart bionic limbs and brain-machine intelligent sleep devices, and has been recognized by TIME magazine as one of the best inventions of the year [2] Recent Developments - On January 6, multiple BCI stocks, including Sanbo Brain Science and Maillande, issued announcements regarding abnormal trading fluctuations, warning investors of potential risks [4][5][6] - Sanbo Brain Science, while experiencing significant stock price increases, clarified that it does not engage in BCI product development, and its revenue from neuro-regulation technology is minimal [4] - Maillande and Xiangyu Medical also reported that their BCI products are still in the R&D phase and have not yet achieved significant sales impact [5][6]

资本市场层面，2026年开年以来，脑机接口成为A股最火赛道，创新医疗、爱朋医疗、翔宇医疗、三博脑 科等多只个股均斩获两连板。值得注意的是，1月6日晚间，包括三博脑科、麦澜德、翔宇医疗等在内的 多只概念股发布了股票交易异常波动公告，提示投资者注意二级市场交易风险。 脑机接口"独角兽"大动作 据报道，近期脑机接口"独角兽"强脑科技完成约20亿元融资，为脑机接口领域除马斯克旗下Neuralink以 外世界第二大规模融资。 上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ A股最火赛道再迎重磅催化。 据最新消息，被称作"杭州六小龙"之一的强脑科技已完成约20亿元融资，是脑机接口领域除马斯克旗下 Neuralink以外世界第二大规模融资。 "20%两连板"麦澜德发布公告称，截至目前，公司在脑机接口领域的产品尚处于研发及市场培育期，尚 未实现规模化销售，暂未对公司业绩产生重大影响。技术路线上，公司主要聚焦于非侵入式脑机接口技术 的研发和产品化，与当前国际主流的侵入式脑机接口存在显著技术路径差异。 投资人阵容强大，包括著名投资机构IDG、由英特尔CEO陈立武创立的华登国际，"果链" ...

Group 1 - The core viewpoint of the news is that the brain-computer interface (BCI) sector is experiencing significant growth, highlighted by the recent 2 billion yuan financing of Qiangnao Technology, marking it as the second-largest financing in the field after Neuralink [2][3] - The BCI sector has become the hottest investment track in the A-share market since the beginning of 2026, with multiple stocks like Innovation Medical, Aipeng Medical, and Xiangyu Medical achieving consecutive trading limits [2] - Qiangnao Technology is recognized as one of the "Hangzhou Six Little Dragons," focusing on the research and development of BCI products, and has received FDA and CE certifications, making it one of the largest investors in BCI R&D globally [3][4] Group 2 - Qiangnao Technology was founded in February 2015 and has launched several products, including smart bionic limbs and brain-machine intelligent sleep devices [3] - The company has a strong investor lineup, including IDG, Huaden International, and several strategic investors, indicating robust market confidence [3] - The BCI industry is currently in a high-growth phase driven by policy support and technological breakthroughs, with expectations for Neuralink to begin large-scale production in 2026 [4] Group 3 - Several BCI stocks, including Sanbo Brain Science, Maillande, and Xiangyu Medical, have issued announcements regarding abnormal stock trading fluctuations, warning investors of potential risks [5] - Sanbo Brain Science reported a significant stock price increase but clarified that it does not engage in BCI product development, indicating minimal impact on its financial performance [7] - Xiangyu Medical highlighted its focus on non-invasive BCI technology and aims to commercialize its products in over a thousand top-tier hospitals by 2026 [11]

A股最火赛道再迎重磅催化。 据最新消息，被称作"杭州六小龙"之一的强脑科技已完成约20亿元融资，是脑机接口领域除马斯克旗下 Neuralink以外世界第二大规模融资。 资本市场层面，2026年开年以来，脑机接口成为A股最火赛道，创新医疗、爱朋医疗、翔宇医疗、三博脑科等 多只个股均斩获两连板。值得注意的是，1月6日晚间，包括三博脑科、麦澜德、翔宇医疗等在内的多只概念股 发布了股票交易异常波动公告，提示投资者注意二级市场交易风险。 脑机接口"独角兽"大动作 据报道，近期脑机接口"独角兽"强脑科技完成约20亿元融资，为脑机接口领域除马斯克旗下Neuralink以外世界 第二大规模融资。 投资人阵容强大，包括著名投资机构IDG、由英特尔CEO陈立武创立的华登国际，"果链"巨头蓝思科技、领益 智造，战略投资方韦尔股份、润泽科技、华住集团、好未来集团，也有中国香港、美国顶级家办等。 "20%两连板"翔宇医疗发布公告称，近期资本市场对人脑工程、脑机接口等概念关注度较高，相关板块股价涨 幅较大。公司目前主要聚焦非侵入式脑机接口技术，覆盖作业疗法、运动疗法、认知言语、吞咽等康复全场景 布局，与当前国际上的侵入式脑机接口技术路线 ...

强脑科技与DeepSeek、宇树科技等企业同被誉为"杭州六小龙"，专注脑机接口产品研发。其产品已取得 美国FDA及欧洲CE认证，为全球研发投入最大的脑机接口企业之一，曾获《时代》周刊"年度最佳发 明"称号，也是全球极少数实现脑机接口产品规模化量产的企业。 天眼查信息显示，强脑科技自2016年起完成多轮融资，2025年先后获得道氏技术、三七互娱等机构投 资。去年8月有消息称，公司以超13亿美元估值完成约1亿美元IPO前融资，未来或考虑在港股或A股市 场上市。 1月6日，据媒体报道，脑机接口领域头部企业强脑科技近日完成约20亿元融资，创下除马斯克旗下 Neuralink外全球脑机接口领域第二大融资规模。 公开资料表明，强脑科技成立于2015年2月，起源于哈佛大学创新实验室，专注于非侵入式脑机接口技 术研发，已推出智能仿生肢体、脑机智能安睡仪等多款产品。 本轮投资方阵容强大，既有IDG资本、华登国际等知名投资机构，也有蓝思科技、领益智造等产业巨 头，同时获得韦尔股份、润泽科技、华住集团、好未来集团等战略投资，并吸引了中国香港及美国顶级 家族办公室参与。 受此影响，脑机接口概念近期在资本市场备受关注。A股市场中，创新 ...