► 文 观察者网心智观察所 1月初的A股交易大厅里，脑机接口（BCI）板块毫无征兆地掀起了一场海啸，三博脑科、爱朋医疗、创新医疗等一众概念股，在短短几个交易日内被巨量 资金死死封在涨停板上。 这并非是一场没有根基的泡沫游戏。引爆这颗情绪炸弹的导火索，是一条足以载入中国硬科技史册的消息：中国脑机接口领域的"隐形冠军"、被誉为"独 角兽"的强脑科技（BrainCo），刚刚完成了约20亿元人民币的巨额融资。这笔资金的量级震惊了业界——它不仅是除埃隆·马斯克旗下的Neuralink之外， 全球脑机接口领域规模第二大的单笔融资，更是一个极其明确的信号：脑机接口，这项长期游走在科幻电影与实验室小白鼠之间的"黑科技"，终于拿到了 通往工业化量产的"昂贵门票"。 对于蓝思科技而言，这是一场关乎生存维度的"换脑"手术。作为服务北美大客户比如苹果等超过10年的一级核心供应商，蓝思科技拥有着令全球制造业艳 羡的精密加工能力与产能规模 。但硬币的另一面是，智能手机与传统消费电子的红利正在肉眼可见地消退，增长的边际效应递减迫使巨头寻找第二条增 长曲线。 为什么是脑机接口？ 因为这是下一代人机交互的终极战场。如果说触摸屏改变了我们与数字 ...

Group 1: Event Overview - The 27th Beijing Science and Technology Expo has opened today, covering a total exhibition area of approximately 50,000 square meters, lasting for four days, with over 800 domestic and foreign enterprises and institutions participating, and more than 600 new technology products being launched [3] - The theme of this year's expo is "Technology Leading to a Shared Future," focusing on cutting-edge technology, emerging industries, and future industries, showcasing the achievements of Beijing's international science and technology innovation center [9] Group 2: Robotics and Innovations - The expo will feature advanced humanoid robots, including the TianGong 2.0 and N2, which recently participated in a humanoid robot half marathon, with six teams successfully completing the race [9] - The TianGong Ultra robot, which won the half marathon, is currently undergoing further research and development, including advancements in motion control and adaptability to complex terrains [11] Group 3: Technology Companies - The "Hangzhou Six Little Dragons" technology companies, including Qiangnao Technology and Yushu Technology, are leading the exhibition with innovative products such as the intelligent bionic hand, which is the first in China to receive FDA certification [11] - The intelligent bionic leg, designed for lower limb amputees, aims to meet daily life needs, ensuring comfort and safety during walking [11]

Core Insights - The 27th China Beijing International Science and Technology Industry Expo (Beijing Sci-Tech Expo) will be held from May 8 to May 11, featuring over 800 domestic and international enterprises and institutions, with a total exhibition area of approximately 50,000 square meters [1] - The theme of this year's expo is "Technology Leading, Creating a Future," focusing on cutting-edge technology, emerging industries, and future industries, with over 600 new products being showcased [1] Group 1: Robotics Innovations - A multifunctional AI wall-climbing robot from Aokfo (Beijing) Robotics Technology Co., Ltd. can easily traverse vertical walls using vacuum suction, designed for infrastructure inspection to reduce the risks associated with high-altitude manual work [2] - The ROPA orthopedic surgical robot, developed by Changmu Valley Medical, integrates AI for a streamlined surgical process, significantly reducing pre-surgical planning time from weeks to minutes and enhancing precision and safety during operations [3] - The humanoid robots "Tiangong 2.0" and "N2," which excelled in the recent Beijing Robot Marathon, will demonstrate advanced capabilities such as adaptive walking on complex terrains and rapid battery swapping technology at the expo [5] Group 2: Exhibitor Highlights - The "Six Little Dragons" from Hangzhou, including Qiangnao Technology, Yushu Technology, and Qunke Technology, will showcase innovative products such as the FDA-certified intelligent bionic hand and the G1 humanoid robot capable of performing complex movements [6]