这一周，一直在忙着建设脑机接口实验室的工作，所以没有更新，从做产品经理开始，现在回过头看曾经在职场上产品经理的工作技能分享，到现在的空 间计算、脑机接口的系统建设内容，不由得感叹，产品经理的思维一直在影响着我，甚至是现在博士研究。 产品经理的工作思维，除了商业化思考与运营，更离不开工程思维。 市面上的产品经理，都专注于软件工程或某些功能产品的原型设计，而在博士期间，因为学业要求需要看和查阅文献，我逐步发现很多曾经在工作中需要 耗费大量时间、精力的技术壁垒，其实都在论文研究里。 学术研究，可以直观提升一个产品经理的技术壁垒。 减少很多在技术壁垒的弯路，比如我们现在做的脑机接口，大量的算法与硬件工程都是来自于对方文献中的研究，基于对方文献研究的成果再进行迭代与 集成与二次开发，我除了需求调研患者、医生、以及医院的使用场景、需求外，其工程化能力是核心资源，如何将各类算法、硬件打印、电板组装、系统 接通、数据联调，再进行软件的系统设计与开发，成了我一个产品经理的所有工作内容。 相比不看文献的产品经理优势，现在我做产品经理不像我们曾经在大厂与互联网公司那样，需求要敲打的那么细节，更多是大而全，球形的思考产品的商 业模式 ...

Core Insights - The latest research published in "Nature: Machine Intelligence" indicates that an AI-assisted brain-computer interface (BCI) system significantly enhances the ability of paralyzed individuals to complete tasks by interpreting intentions and assisting actions [1][3]. Group 1: Technology Development - A non-invasive BCI system developed by a research team at UCLA utilizes electrodes to read brain activity and employs machine learning to optimize action control [3]. - The system features two AI "co-drivers": one guides the computer cursor, while the other assists in operating a robotic arm [3]. Group 2: Performance Improvement - During testing, a paralyzed subject with spinal cord injury demonstrated a 3.9 times improvement in cursor control when assisted by the AI co-driver compared to without it [3]. - Healthy subjects experienced a 2.1 times increase in control ability with AI assistance [3]. - The paralyzed subject was able to manipulate a robotic arm to move colored blocks to specific locations, a task that was impossible without AI assistance [3]. Group 3: Practical Implications - The shared control model may enhance the practicality and efficiency of BCIs in daily use, potentially allowing users to complete more complex tasks as AI systems evolve [3]. - The introduction of AI co-driver technology marks a significant shift from passive decoding of brain signals to a collaborative driving approach, reducing cognitive load for users [4]. - This advancement could enable paralyzed individuals to perform daily tasks independently, such as typing, eating, or organizing items, thus transforming AI into a supportive tool rather than a mere executor [4]. Group 4: Future Prospects - As algorithms improve, there is potential for applications in wheelchair navigation and smart home integration, empowering individuals with disabilities and making "thought control" a reality in everyday life [4].

Core Insights - Scientists have achieved a significant breakthrough in brain-computer interface technology by decoding "inner speech" brain activity with an accuracy of 74%, opening new avenues for helping patients with severe speech impairments to communicate naturally [1][2]. Group 1: Research Findings - The research team implanted microelectrodes in the motor cortex of participants suffering from severe paralysis due to amyotrophic lateral sclerosis or brainstem strokes [2]. - It was found that both attempting to speak and imagining speech activate overlapping areas of the brain, producing similar neural activity patterns, although the signal strength of "inner speech" is generally weaker [2]. - The team trained an AI model using data collected from "inner speech," enabling the brain-computer interface system to decode imagined sentences from a vocabulary of up to 125,000 words with a 74% accuracy rate [2]. Group 2: Communication Mechanism - The research team demonstrated a password control mechanism that allows the system to temporarily ignore "inner speech" and switch to a keyword password unlocking mode, achieving over 98% accuracy in recognizing and activating the decoding function when users silently think of specific phrases [2]. - Although the technology is not yet perfect in processing "inner speech," advancements in sensors and algorithms are expected to lead to more sophisticated devices capable of facilitating fluid communication akin to everyday conversations [2].

8月7日，脑机接口板块表现活跃，引发市场广泛关注，消息面上，AI医疗再迎政策催化，细分赛道商 业化进程有望加速，国务院常务会议审议通过《关于深入实施"人工智能+"行动的意见》，人工智能政 策支持导向进一步明确且强烈。方正证券认为，人工智能+驱动医疗产业革命，AI医疗各赛道将迎来加 速发展。"人工智能+"驱动医疗产业革命性发展，脑机接口、手术机器人等高端创新设备加速落地和应 用拓展。 业内分析认为，随着产品创新、性能改善、成本降低、脑机接口技术应用，外骨骼机器人市场进入快速 发展期，医用外骨骼机器人已率先实现规模化商用。海外和国内多家公司正在研发集成脑机接口技术的 外骨骼产品。联想集团作为一家全球领先的科技公司，在人形机器人、脑机接口、人工智能等领域有着 广泛布局和深入探索，有望依托持续产品创新获得市场红利，对公司业绩稳健增长构成长期利好。 脑机接口产业链亟待爆发 在AI等新兴技术趋于成熟的背景下，基于"脑科学+AI"的脑机接口(brain-computer interface, BCI)正成为 当前最活跃的研究方向。脑机接口作为实现大脑与外部设备信息交互的交叉前沿技术，融合了神经科 学、人工智能、电子信息、功 ...

Core Viewpoint - The company has developed an EEG-based large model for precise Chinese language recognition, aiming to enable communication for patients with speech impairments due to conditions like ALS and stroke [1] Group 1: Technology Development - The company's subsidiary, Yansi Brain, relies on a self-developed EEG large model and collaborates with the neurosurgery team at Huashan Hospital to collect high-throughput neural activity signals from different brain regions and depths [1] - The company plans to continuously optimize the EEG large model and develop its own brain-computer interface system [1] Group 2: Clinical Application - The technology aims to help patients who have lost the ability to speak due to diseases or neurological damage, allowing them to communicate freely and understand their consciousness and intentions [1] - The ultimate goal is to achieve seamless communication between the brain and the external world [1]

Core Insights - The global brain-computer interface (BCI) industry is experiencing significant advancements, with companies like Neuralink successfully completing dual surgeries in one day [1] - China is emerging as a vibrant market for BCI technology, with various cities implementing industry cultivation plans to accelerate the transition from laboratory to commercialization [1][2] Industry Developments - The Beijing Brain Science and Brain-like Research Institute has completed the world's first flexible high-throughput semi-invasive wireless implanted BCI system, achieving over 98% effective channel count [2] - China has entered the clinical trial phase for invasive BCI technology, becoming the second country globally to do so [2] - The BCI technology in China is transitioning from early functional validation to large-scale application, marking a critical period for commercialization [2] Regional Initiatives - Nanjing has launched an action plan aiming to establish itself as a research and transformation hub for BCI by 2027 and a national innovation leader by 2030 [3] - Shanghai has initiated the "Brain Intelligence World" project, integrating clinical resources and research platforms to foster BCI innovation [3] - Beijing's action plan aims to form a BCI industry ecosystem by 2030, with goals to cultivate influential tech enterprises and establish demonstration zones for BCI applications [4] Market Potential - A report by CCID Consulting predicts that China's BCI market will reach 5.58 billion yuan by 2027 [5] - Companies are increasing R&D investments across the entire BCI supply chain, including chips, sensors, and algorithms, contributing to the industry's rapid development [5][6] Innovation and Collaboration - Several A-share listed companies are enhancing their R&D capabilities, with a focus on both invasive and non-invasive BCI strategies [6] - The domestic BCI industry is shifting from a "follower" to a "parallel runner" model, achieving greater autonomy in core technology [6] - Collaborative efforts among universities, hospitals, and enterprises are driving innovation and expanding application scenarios for BCI technology [6]

Investment Rating - The industry investment rating is "Overweight" indicating that the industry index is expected to outperform the benchmark by more than 5% in the next six months [23]. Core Insights - The brain-computer interface (BCI) sector is experiencing accelerated development, with the global market projected to reach approximately $7 billion by 2030, growing at a CAGR of 16.4% from 2025 to 2030 [1][7]. - The domestic BCI market is gaining significance, with its market size reaching 1.73 billion yuan in 2023, an increase of over 5 percentage points compared to 2020 [1][10]. - China has a first-mover advantage in the non-invasive BCI route, while also making strides in invasive technologies, evidenced by recent clinical trial breakthroughs [2][3]. Summary by Sections Market Growth and Trends - The global BCI market is on a growth trajectory, with significant increases in investment and financing in the past two years [1][14]. - The domestic market's share has been increasing, with a notable rise in the number of investment events and financing amounts in the BCI sector [16][14]. Technological Developments - Non-invasive BCI technologies are more fragmented, focusing on commercializing applications in vertical fields, while invasive technologies face higher technical barriers [2][3]. - Recent advancements include the development of the world's first "dual-loop" BCI system by Tianjin University and Tsinghua University, and successful clinical trials for invasive BCIs in China [2][3]. Government Policies and Support - The Chinese government is actively promoting the standardization and ethical guidelines for BCI research and applications, with several policies introduced to support the industry [3][17]. - Local governments, particularly in Beijing and Shanghai, are accelerating the development of BCI industries through specific action plans and funding initiatives [3][17]. Industry Chain and Key Players - The BCI industry chain includes upstream hardware suppliers, midstream product providers, and downstream applications in healthcare, smart living, and military sectors [4][18]. - Key companies in the BCI sector include Qi Sheng Technology, DiNaiKe, and others, with varying market capitalizations [19].

Core Insights - Shanghai is at the forefront of brain-computer interface (BCI) technology development in China, having established a comprehensive R&D system covering invasive, semi-invasive, and non-invasive technologies [1][6] - The first prospective clinical trial of an invasive BCI system in China has been successfully conducted, making China the second country globally to enter the clinical trial phase [1][7] - Shanghai aims to build an innovative ecosystem for BCIs by 2027, with a focus on high-quality brain control and clinical applications of BCI products [6][7] Industry Developments - The first non-invasive commercial brain control product is expected to launch by the end of the year, indicating rapid advancements in BCI technology [3] - The research team is focusing on breakthrough innovations in BCI systems, utilizing vast amounts of implanted brain activity data to train brain signal models for applications in brain diseases and human-computer interaction [3][4] - The strategic value of brain data resources is emphasized, as brain signals remain largely unexplored compared to other non-brain data [3][4] Challenges and Solutions - Key challenges for invasive BCIs include safely and efficiently acquiring high-quality signals, understanding neural encoding and decoding mechanisms, and adhering to ethical and legal standards regarding data privacy [5] - The complexity of BCI systems necessitates a holistic approach, addressing the integration of electrodes, chips, algorithms, and power consumption to create functional BCI products [5] - The industry is encouraged to focus on the effectiveness of solutions rather than merely pursuing cutting-edge technologies, advocating for a "BCI+" ecosystem that connects with embodied intelligence and AI [5] Future Vision - The ultimate goal for BCIs is to enable comprehensive decoding of various brain functions and achieve model generalization for different individuals [4] - The vision includes connecting BCIs with various technologies, creating a "brain internet" that facilitates interaction between the brain and intelligent systems [4][5] - By 2030, Shanghai aims to establish itself as a global hub for BCI product innovation, with a fully operational clinical application of BCI products and a self-sufficient industrial chain [7]

Core Insights - The article discusses a groundbreaking brain-computer interface (BCI) technology that enables real-time conversion of brain signals into speech, offering new hope for individuals with speech impairments due to neurological conditions [1][14]. Group 1: Technology Overview - BCI technology is seen as a promising method for restoring language abilities by decoding brain activity and bypassing damaged parts of the nervous system [2]. - Most current BCI systems focus on converting brain signals into text displayed on screens, which, while accurate, still face challenges such as conversation delays and inability to replicate vocal nuances [3]. Group 2: Research Findings - A new study published in *Nature* showcases a novel BCI system that was implanted in a patient with severe speech impairment due to amyotrophic lateral sclerosis (ALS), utilizing four arrays of microelectrodes to record neural activity [4][6]. - The system decodes the patient's intended sounds rather than specific words or phonemes, aiming to directly reproduce speech [8]. - The research allows for a broader range of vocal expressions, including non-standard words and pitch variations, enabling the patient to express emotions and nuances in speech [9]. Group 3: Performance Metrics - The system achieves a speech output delay of 1/40 seconds, closely matching the natural delay experienced when humans hear their own voice [10]. - In tests, listeners could correctly identify nearly 60% of the words produced by the system, a significant improvement from a mere 4% recognition rate when the patient spoke without the BCI [10]. Group 4: Future Implications - The study indicates a paradigm shift in communication tools for individuals unable to speak, paving the way for practical language assistance technologies [14]. - The research team emphasizes that the "neural voice prosthesis" is still in its early stages, with future efforts needed to replicate results in a broader patient population, including those with speech loss from strokes [15].

Core Insights - A brain-computer interface system developed by American researchers utilizes artificial intelligence to decode brain activity of users attempting to speak, aiding individuals with severe speech impairments to communicate effectively [1] Group 1: Research Overview - The study was led by researchers from the University of California, Davis, involving a 45-year-old male participant who lost clear speech ability due to amyotrophic lateral sclerosis (ALS) [1] - The system implanted 256 microelectrodes in the participant's brain to capture relevant signals every 10 milliseconds, allowing for real-time speech generation [1] - The system can convey pitch variations and emphasize chosen words, enabling the participant to hum notes in three different pitches [1] Group 2: Technological Advancements - Unlike earlier models that required 3 seconds to output speech or only produced speech after complete sentence imitation, the new system can replicate the speaker's voice and produce speech within 10 milliseconds of detecting neural signals [1] - The system not only conveys the speaker's intent but also captures natural speech features such as tone, pitch, and stress [1] Group 3: Challenges Ahead - Despite the breakthroughs, the widespread application of brain-computer interface technology faces challenges, including risks associated with electrode implantation surgery and the need for further validation of device stability and durability [2] - Protecting user privacy and data security remains a critical issue that needs to be addressed in the future [2]