（来源：淘金ETF） 1. 天奇股份（002009） 公司通过参股苏州华慧芯切入脑机接口核心赛道，重点布局高密度柔性神经电极技术，是国内少数实现 该技术动物实验阶段的企业，也是脑机接口硬件国产化的核心参与者。据公司公开信息及合作公告，其 研发的柔性神经电极通道数达1024个，信号采集精度与抗干扰性均达国际先进水平，且完成了生物相容 性表面改性技术研发，有效降低电极植入后的炎症反应，相关核心专利已获国家知识产权局授权。公司 与上海交通大学附属瑞金医院建立深度合作，针对卒中康复开展脑机接口临床试点，已完成15例患者入 组治疗，临床数据显示患者运动功能恢复有效率超70%。同时，公司依托自身精密制造能力，推进柔性 电极的量产工艺优化，适配脑机接口设备商业化后的大规模供货需求，随着医保支付政策向脑机接口领 域倾斜，公司预计2026年脑机接口相关业务营收占比将突破15%，成为旗下核心增长板块。 2. 创新医疗（002173） 以控股子公司博灵脑机为核心布局脑机接口产业，是国内较早实现脑机接口康复产品商业化落地的医疗 企业，2025年8月博灵脑机正式被纳入公司合并报表范围，成为脑机接口业务核心载体。据公司2026年1 月交 ...

Group 1: DeepSeek AI Model - The Chinese AI company DeepSeek launched its open-source model DeepSeek-R1, which has gained global attention due to its low training costs and high performance in tasks like mathematical reasoning and code generation [2][3] - DeepSeek-R1's core competitiveness lies in its systematic innovation in computational efficiency, demonstrating that top-tier reasoning capabilities can be achieved without massive labeled data, significantly reducing training costs [2][3] - The model's open-source approach breaks technological monopolies, allowing developers worldwide to participate in its ecosystem, which has attracted hundreds of thousands of developers [2] Group 2: Nuclear Fusion and Quantum Computing - China's "artificial sun," the EAST device, achieved a world record by maintaining a plasma temperature of 100 million degrees Celsius for 1000 seconds, marking a significant step towards practical nuclear fusion energy [4] - The superconducting quantum computing prototype "Zuchongzhi 3" was developed, showcasing a computational speed that is a trillion times faster than the current fastest supercomputers, indicating a major advancement in quantum computing capabilities [5][6] Group 3: Advanced Materials and Brain-Computer Interfaces - A research team successfully created large-area two-dimensional metallic materials, marking a significant breakthrough in the field of two-dimensional materials [7] - China initiated its first invasive brain-computer interface clinical trial, allowing participants to control devices through thought, utilizing advanced flexible neural electrodes that minimize brain tissue damage [8][9] Group 4: Lunar Exploration and Plant Biology - The Chang'e 6 mission revealed the evolutionary history of the moon's far side, providing insights into volcanic activity and magnetic fields, which are crucial for understanding lunar geology [11][12] - A research team uncovered the molecular mechanisms behind how a single plant cell can develop into a complete plant, addressing a long-standing scientific question in plant biology [13] Group 5: Technological Innovations in Computing - Researchers developed a high-precision, scalable analog matrix computing chip, achieving digital-level precision in analog computing, which could revolutionize computational tasks in AI and communications [14][15] Group 6: National Strategic Initiatives - The 20th Central Committee of the Communist Party of China emphasized the importance of technological innovation in its strategic planning for the next five years, aiming to enhance China's technological self-reliance and drive new productive forces [16][17] Group 7: Military Advancements - China's first electromagnetic catapult aircraft carrier, Fujian, was commissioned, representing a leap in naval technology by utilizing advanced electromagnetic launch systems, enhancing operational capabilities [18]