脑机接口“独角兽”强脑科技完成20亿元融资，规模仅次于马斯克的Neuralink

华尔街见闻01-06

脑机接口领域的头部企业强脑科技近期完成约20亿元人民币融资，不仅创下该赛道除Neuralink外的全球第二大融资纪录，更标志着这一前沿技术的商业化进程正获得顶级资本的强力背书。据澎湃新闻1月6日报道，本轮融资投资阵容豪华，由知名机构IDG、华登国际领衔，并引入蓝思科技、韦尔股份等产业链战略投资者。这一巨额注资正值全球脑机接口赛道热度攀升之际，显示出市场资金对该技术从实验室走向规模化应用的信心正在...

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Neuralink","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300433":1.88,"TSYW.SI":0.6,"UFO":0.6,"06613":1.88},"content_text":"脑机接口领域的头部企业强脑科技近期完成约20亿元人民币融资，不仅创下该赛道除Neuralink外的全球第二大融资纪录，更标志着这一前沿技术的商业化进程正获得顶级资本的强力背书。\n据澎湃新闻1月6日报道，本轮融资投资阵容豪华，由知名机构IDG、华登国际领衔，并引入蓝思科技、韦尔股份等产业链战略投资者。这一巨额注资正值全球脑机接口赛道热度攀升之际，显示出市场资金对该技术从实验室走向规模化应用的信心正在急剧增强。\n受此消息及马斯克关于Neuralink将于2026年启动大规模生产的表态推动，资本市场反应剧烈。2026年开市以来，脑机接口概念股表现强势，倍益康、三博脑科等多只个股连续涨停，赛诺医疗、冠昊生物、爱朋医疗、美好医疗、翔宇医疗、乐普医疗等20CM涨停。投资者正重新评估这一关键技术领域的商业前景与估值空间。\n\n蓝思科技等供应链巨头的深度介入，进一步验证了行业从研发向量产跨越的趋势。作为强脑科技的核心硬件模组独家承接方，蓝思科技表示正凭借精密制造能力积极争取更多合作，显示出产业链上下游正在加速整合。\n顶级资本与产业巨头联手注资\n据媒体报道，本轮融资汇集了财务投资人与产业资本的双重支持。投资方包括IDG资本，以及由英特尔CEO陈立武创立的华登国际。此外，“果链”巨头蓝思科技、领益智造，以及韦尔股份、润泽科技、华住集团、好未来集团等战略投资方也悉数在列。名单中还出现了中国香港及美国的顶级家族办公室。\n产业链的深度绑定是本轮融资的一大亮点。蓝思科技在1月6日回复投资者问询时确认，公司是强脑科技的战略投资者，并独家承接了其核心硬件模组的量产。2025年11月，蓝思科技曾与强脑科技共同向湖南省残联捐赠大批智能仿生四肢，其核心模组均源自蓝思产线。这种“资本+制造”的合作模式，为脑机接口产品的规模化落地提供了供应链保障。\n对标Neuralink的全球竞争格局\n作为脑机接口领域的“独角兽”，强脑科技与DeepSeek、宇树科技等企业并称为“杭州六小龙”。公司专注于脑机接口产品研发，是全球极其少数实现产品规模性量产的企业之一，目前已获得美国FDA认证及欧洲CE认证，且研发投入位居行业前列。\n引燃本轮市场行情的导火索来自其主要竞争对手Neuralink的最新动态。马斯克于1月1日宣布Neuralink将于2026年启动设备大规模生产，并推进全自动化手术方案；随后在1月3日表示有信心帮助瘫痪者恢复全身功能。这两大重磅信息验证了技术可行性，直接带动了倍益康、翔宇医疗、美好医疗等概念股在2026年开市后的连续涨停。\n强脑科技由哈佛校友韩璧丞于2015年创办，其技术路线侧重于非侵入式脑机接口，通过在大脑和外部设备间建立信号通路，为残疾人康复及脑疾病治疗提供解决方案。韩璧丞此前表示，脑机接口正从实验室科研转变为影响日常生活的关键技术，未来能够将人脑“变透明”。\n商业化落地与IPO预期\n在商业化应用方面，强脑科技的核心产品“超级传感器”能够在不开颅的情况下检测微弱脑电信息，转化为神经信号以控制外部设备。目前，其产品已能帮助肢体残疾人士实现跑步、高难度运动等功能。韩璧丞提出，未来5到10年内，计划帮助100万肢体残疾人士重获行动自由，并协助1000万阿尔兹海默症、自闭症及失眠患者进行康复。\n关于资本市场的下一步动作，据彭博社此前消息，强脑科技可能在香港或中国内地进行首次公开募股（IPO）。知情人士向媒体透露，公司已开始准备上市文件，但具体地点和细节尚未最终确定，相关讨论仍充满变数。\n随着我国加大对脑科学及脑机接口领域的投入，即所谓的“脑计划”启动，以及强脑科技等头部企业的融资到位，该赛道正加速进入技术兑现与商业爆发的新阶段。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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