In recent days, with Musk's trip to China, personal brain engineering concept stocks have risen sharply, from the data of recent days, has risen for 5 consecutive days, the concept sector has risen 23.47%.
First, what human brain engineering - brain-computer concept
The core of human brain engineering is information and computer technology, developing information and computer technology platforms that enable neuroinformatics, brain simulation, and supercomputing, to bring together neuroscience data from around the world and integrate it into a unified model to simulate the human brain.
Brain-computer interface technology is the "information superhighway" for communication between the human brain and the outside world, and is the key core technology of a new generation of human-computer interaction and human-computer hybrid intelligence, which has been listed as an export control technology by the US Department of Commerce.
Brain-computer interface technology offers great promise for restoring sensory and motor functions and treating neurological diseases, and will also give humans "superpowers" --- control intelligent terminals with their minds.
In 2021, Neuralink, a brain-computer interface company founded by Musk, completed a Series C financing, raising $205 million, which is currently the largest financing involving a brain-computer interface company. The application of this technology makes us more competitive in the face of AI with human-level intelligence or higher. Neuralink said that funds will be used to accelerate the introduction of technology to the world, and the brain-computer interface industry is expected to become the next outlet.
The Defense Advanced Research Projects Agency (DARPA) has launched a new project to develop the interface between the human brain and computers. Through such an interface, the human brain can directly control the computer, and the user will no longer have to do it.
Domestically, on March 27, 2015, the "Shanghai Brain Science and Brain-like Intelligence Development Vision" project led by Shanghai Science and Technology Commission and participated by more than ten units including Fudan University was successfully launched.
2. Listed companies in the field of related brain-computer interfaces
1. In January 2021, Innovative Medical (002173) signed the "Cooperation Framework Agreement" with Professor Xu Kedi and other partners, and jointly established a "brain-computer interface" project company; On May 20, 2022, the company said on the interactive platform that Innovative Medical did not directly carry out the research and development of brain-computer interface technology, and the company indirectly intervened in the cutting-edge technology field by participating in Hangzhou Boling Medical Technology Co., Ltd., a brain-computer interface technology company.
2. iFLYTEK (002230) has actively paid attention to the frontier and key areas of science and technology and carried out forward-looking layout research. iFLYTEK and South China University of Technology have established a joint laboratory of brain-computer collaborative hybrid intelligence technology and application, cooperated with Tongji University to promote the "Brain-Intelligence Together" joint research center, jointly released the "iFLYTEK Education Brain Program" with Beijing Normal University, and established the iFLYTEK (Shanghai) Institute of Artificial Intelligence and Brain Science in Shanghai, etc., and actively carried out forward-looking layout research.
iFLYTEK deeply participated in the 2030 major project of "Brain Science and Brain-like Research" of the Ministry of Science and Technology, cooperated with experts from Beijing Normal University to focus on language reading and carry out brain measurement research, and led the important topic of "Construction and Operation of Children's Brain Development Data Information Platform" to serve China's national strategy of brain science. As the screening platform for adolescent depression of iFLYTEK Super Brain, it will be officially released next year and distributed to the whole country for free, truly providing AI ability support for the mental health of children and adolescents across the country.
3. Shanghai New Helium Brain Intelligence Technology Co., Ltd., a subsidiary of the actual controller of Xinzhi Cognition (603869), is the bearer of the functional platform for the R&D and transformation of brain-like chips and on-chip intelligent systems in Shanghai. Under the strategic synergy of the group, the company has extensive exchanges and explorations with Shanghai New Helium Brain in cutting-edge theoretical research and technology development based on the needs of business development.
4. Sanbo Brain (301293) Brain-computer interface technology has great application prospects in the field of clinical diagnosis and treatment and neurorehabilitation in neuromedicine, Sanbo Brain Technology, as a college-type medical institution integrating "medical education and research", has always paid attention to the application and development of brain-computer interface technology in the medical field, and also participates in the basic application and exploration of clinical application.
5, Tom Cat (300459) company has been VR, AR, brain-computer interface, digital virtual human and other fields have layout, in terms of brain-computer interface, the company and Hangzhou Nuoxiaoyun Big Data Technology Co., Ltd. signed a "strategic cooperation agreement", both parties will use their respective resources and advantages to develop new mobile application products or upgrade existing mobile application products.
In February 2022, Shanghai Jinke Tomcat Life Technology Co., Ltd. has cooperated with a third party to establish Shanghai Jinke Tomcat Life Science and Technology Co., Ltd., which is responsible for promoting brain-computer interface, brain function data analysis, digital game therapy and other businesses. The company has signed cooperation agreements with scientific research institutions such as the Institute of Biomedical Engineering of Zhejiang University and Shanghai Guangci New Medical Life and Health Technology Co., Ltd.
6. Huang He, rotating chief technology officer of R&D of Weiss Medical (688580), has been engaged in medical device research and development for 16 years, familiar with brain-computer interface, electrophysiological signal processing, artificial intelligence and robotics, and is responsible for the key research plan of rehabilitation robots of the Ministry of Science and Technology of the People's Republic of China and the Department of Science and Technology of Jiangsu Province.
7. Hanwei Technology (300007) brain-computer interface is an application of new flexible tactile sensor brain-like interaction developed by Suzhou Nengstar, a holding subsidiary.
8. Jiahe Intelligent (300793) wholly-owned subsidiary Spirex has an invention patent brain wave acquisition communication system, communication frame generation device and reading device, the patented technology adopts 12 channels of EEG sensor brain wave headset, used to play games, through the headset to control the mouse left, right, up, down, click, etc. The company will make good use of the existing technology to actively carry out the development of new products and the promotion of customers.
9. Yingqu Technology (002925) The company and Haihe Laboratory of Brain-Computer Interaction and Human-Computer Integration, and Xiamen Science and Technology Bureau jointly established the Xiamen Brain-Computer Interface and Smart Health Innovation Research Institute, which completed the registration in April 2023, and all parties are actively carrying out preliminary project establishment and exchanges for related innovation projects. The company will participate in hosting the first national brain-computer interface conference and the 50th anniversary celebration of brain-computer interface on June 19, led by Tianjin University.
10. Oriental Zhongke (002819) Co., Ltd. cooperates with Lingxi Technology to provide nationally produced AI design solutions, as well as brain-like intelligent perception platform and developer kit products for various edge computing application scenarios of customers in various industries based on its brain-like chips and modules with independent intellectual property rights.
Third, domestic brain-computer interface related reports:
2023-05-30Report news: The Ministry of Industry and Information Technology will focus on cultivating brain-computer interfaces in the future The industrial chain is expected to open up a new market space.
At the "Brain-Computer Interface Innovation and Development Forum" of the 2023 Zhongguancun Forum held on the 29th, Zhao Zhiguo, chief engineer of the Ministry of Industry and Information Technology, introduced that with the joint efforts of the industry, the mainland has formed a whole industrial chain of brain-computer interface covering the basic layer, technology layer and application layer, and has been applied in the fields of medical care, education, industry, entertainment and other fields. The Ministry of Industry and Information Technology will take brain-computer interface as an important direction to cultivate future industrial development, strengthen the exploration of brain-computer interface application scenarios, and accelerate the vigorous development of the brain-computer interface industry.
Recently, the world's first non-human primate interventional brain-computer interface test was successfully achieved in Beijing, marking that mainland brain-computer interface technology has entered the ranks of international leaders. Huaan Securities believes that the development of brain-computer interface is the expansion of human-computer interaction mode and the subversion of communication mode (from human-machine-human to human-machine), and the opening of the brain-computer interface market will open up a new market space for commercial chip/communication IP manufacturers.
2023-05-23News report: The scientific research team of Haihe Laboratory of Brain-Computer Interaction and Human-Computer Integration officially released a high-rate non-invasive brain-computer interface system with a super-large instruction set with completely independent intellectual property rights at the 7th World Intelligence Conference. The system has set a world record for the largest instruction set for a non-invasive brain-computer interface. Relevant research has been published in international authoritative journals in the field of neural engineering, and the supporting technology has been approved for invention patents in China and the United States.
Today, the concept of human brain engineering - brain-computer interface has begun to cool, and everyone pays attention to risks.