记者丨 季媛媛 编辑丨包芳鸣 视频丨柳润瑛 马斯克官宣量产，彻底引爆脑机接口概念！1月5日，A股脑机接口指数飙涨12%，脑机接口概念30多股集体涨停，港股南京熊猫电子股份涨超 39%。截至18时发稿，中概股脑再生科技(RGC.US)美股盘前飙涨近44%。 此外，各地政府纷纷行动布局脑机接口产业，以上海为例，其出台的《脑机接口未来产业培育行动方案（2025—2030年）》提出了清晰的时 间表和量化目标： 到2027年，推动5款以上侵入式、半侵入式产品完成临床试验；到2030年，实现脑机接口产品的全面临床应用。 技术层面上，全球脑机接口领域正呈现出中美竞逐、多路线并行的格局。2025年6月，Neuralink公布了夏季的阶段性进展，在一场长达一个小 时的发布会中展示了已植入设备的志愿者如何仅靠脑信号控制电脑光标、绘图、打游戏，甚至操作Tesla旗下Optimus机器人手臂的画面。 据新华社消息，美国企业家埃隆·马斯克2025年12月31日在社交媒体上表示，其脑机接口公司"神经连接"（Neuralink）将于 2026年开始对脑 机接口设备进行"大规模生产" ，并转向"更加精简和几乎完全自动化的外科手术流程"。马斯 ...

21世纪经济报道记者 季媛媛 用意念玩游戏、签名字，让渐冻症患者靠机械臂自主进食——这些听起来像科幻大片的情节，正被脑机 接口技术一点点变为真实。 脑机接口产业正迎来空前发展机遇，其技术应用正逐步跨越实验室研发与市场化落地的界限。 业内将2025 年视为中国脑机接口的"发展元年"，这一年脑机接口产业迎来历史性拐点，政策扶持、资 本加码与技术突破共同奏响的发展"三重奏"，奏响了产业提速最强音。 据新华社消息，美国企业家埃隆·马斯克2025年12月31日在社交媒体上表示，其脑机接口公司"神经连 接"（Neuralink）将于2026年开始对脑机接口设备进行"大规模生产"，并转向"更加精简和几乎完全自动 化的外科手术流程"。马斯克表示，该设备的电极丝将直接穿过硬脑膜，而无需将其切除，此举意义重 大。 国家层面，"十五五"规划建议明确将脑机接口作为前瞻布局的未来产业。国务院发展研究中心产业经济 研究部副部长许召元指出，脑机接口的发展已具备产业化基础，同时作为高端产业，还能为其他相关产 业转型升级提供牵引和带动作用。 据悉，Neuralink公司2024年1月28日完成了该公司首例脑机接口设备人体移植。截至2025年9 ...

Core Insights - Neuralink anticipates regulatory approval for its Telepathy device by 2029, aiming for 2,000 surgeries annually and generating $100 million in revenue [1] - By 2030, Neuralink plans to launch Blindsight, increasing the annual surgery volume to 10,000 and projecting over $500 million in revenue [1]

Core Insights - Neuralink is making steady progress in the brain-computer interface (BCI) sector, with its plans aligning with current industry trends and expectations [1][4] - The company aims to create a universal human brain input/output interface, with a long-term goal of achieving unprecedented bandwidth in neural activity communication [3][4] Group 1: Technological Developments - Neuralink has demonstrated that implanted devices allow users to control computers, play games, and operate robotic arms using brain signals [3] - The company plans to decode "intent language" directly from the speech cortex by the end of 2025 and expand the number of electrode channels to 3,000 by 2026 [4] - By 2028, Neuralink aims to increase the number of electrodes to 25,000, enabling comprehensive access to different brain regions for treating mental illnesses and exploring AI integration [4] Group 2: Industry Context - A technology expert from a Chinese BCI company noted that Neuralink's advancements and plans are valuable references for the industry, particularly in areas like motor function replacement and sensory restoration [4][5] - The expert emphasized that while the long-term goals of their company align with Neuralink's, their implementation strategies will be tailored to meet the specific needs of Chinese patients and market characteristics [5]

Core Insights - Neuralink has successfully enabled a monkey to "see" virtual objects through its brain-machine interface technology, which has potential applications for helping blind individuals perceive the world [1] - The device, named Blindsight, stimulates areas of the brain associated with vision, tricking the monkey's visual system into recognizing non-existent objects [1] - This marks the first public demonstration of Blindsight's experimental results, highlighting the cutting-edge nature of brain device development aimed at treating traditionally difficult medical conditions like blindness [1] Summary by Sections Technology and Innovation - Blindsight is a brain-implanted chip designed to simulate eye functions and directly stimulate the visual cortex [1] - During experiments, the monkey looked at the location of a virtual object over two-thirds of the time, indicating it perceived the non-existent target [1] Future Applications - The short-term goal of Blindsight is to assist blind individuals in seeing, while the long-term vision includes achieving "superhuman vision," such as the ability to see infrared light [2] - Neuralink is also advancing another project aimed at helping paralyzed individuals interact with computers using their thoughts [2] Human Trials - Currently, five humans have received Neuralink implants, with three implanted in 2024 and two in 2025, and some participants reportedly use the brain-machine device for up to 60 hours per week [2]

作为迅速发展的脑机科技领域中的公司之一，Neuralink还在为瘫痪患者植入脑机接口设备， 使其可以直接与计算机交互。 据马斯克介绍，目前已有5位人类接受了Neuralink的植入。其中3人在2024年完成，另外2人 在2025年接受了植入。根据O'Doherty的演讲，有些患者每周使用设备的时间多达60小时。 马斯克表示，未来类似的脑机接口设备可能会让瘫痪人士重新获得行动能力，甚至恢复行走。 结果显示，猴子在测试过程中至少三分之二的时间内，都会将视线转向研究人员"试图让其大 脑产生视觉效果的物体"。 这是Neuralink首次公开Blindsight的实验数据，这个脑机接口设备旨在模拟眼睛的功能，是 脑机接口技术的前沿探索领域之一，正试图打破传统医学无法治愈疾病的边界。 需要指出的是，与其他所有动物实验一样，目前尚不清楚这些结果能否应用于人类，这一设备 尚未获得在美国获准用于人体。 马斯克曾表示，Blindsight的短期目标是"让人类重新获得视力"，长期目标则是实现"超人的 视觉"，比如感知红外线。 Neuralink过去几年一直在猴子身上测试该设备，并希望今年能开始人体实验——马斯克曾在 今年3月公开表 ...