从“没人相信”到4亿元新融资：刘家家定义脑科学Infra

Overall 1: The biggest takeaway from this article is that a breakthrough in brain science that could change ordinary people's health has become a reality.

1. Kunwei Technology is the only company in the world using ultrasound to achieve high-resolution brain imaging through the skull. When it was commercialized at the end of 2025, it secured tens of millions of yuan in orders within the first quarter, proving that the technology has moved beyond academic papers.

2. Its core innovation is the use of low-frequency ultrasound for penetration, with algorithms enhancing resolution, breaking the longstanding trade-off where high-frequency ultrasound offers high resolution but shallow penetration.

Overall 2: For ordinary people, the most immediate value lies in stroke emergencies.

1. In first-tier cities, one-third of 120 emergency calls are stroke-related. Every minute saved in thrombolysis or bleeding control reduces mortality and disability rates.

2. If this device can be installed in ambulances, it could shift intervention earlier — especially valuable in rural towns where round trips to hospitals take much longer.

Overall 3: In the long term, this technology is expected to become the backbone of brain science infrastructure, with future applications in brain-computer interfaces and neuropharmaceutical development. Ordinary people may indirectly benefit from more precise diagnosis and treatment of brain diseases.

Overall 1: Brands can learn from Kunwei Technology how to build differentiation for a tech-driven brand.

1. The core brand strength is the unique global label — high-resolution imaging through the skull with ultrasound, which is far more effective than heavy advertising spending.

2. The founder's story as a scientist-entrepreneur and the theory of Acoustic Spatial Intelligence form a compelling brand narrative.

Overall 2: On product development, brands should emphasize innovation driven by first-principles.

1. Kunwei started from first principles, using low-frequency ultrasound for penetration and algorithms for resolution, overcoming a two-decade industry bottleneck. This shows R&D cannot rely only on stacking specifications.

2. It develops materials, components, complete machines, and software fully in-house, forging a complete chain from science to product to commercialization — a long-term product strategy worth emulating.

Overall 3: On market positioning, Kunwei divides its product line into three development curves, from ultrasound imaging equipment to integrated diagnostics and treatment, and then to brain science infrastructure.

1. It first validates commercialization with products in mature markets, then moves toward higher-potential infrastructure, offering tech brands a strategic roadmap.

2. Its position resembles NVIDIA in the AI field — providing hardware and the kOS platform, building an ecosystem brand.

Overall 1: Sellers should pay attention to the new growth market created by brain science infrastructure.

1. Kunwei's ultrasound imaging equipment operates in a mature market exceeding $10 billion, while its transcranial high-resolution brain imaging opens a new growth frontier. The tens of millions of yuan in orders in the first quarter after commercialization at end of 2025 proves demand is being released.

2. The second curve (integrated diagnostics and treatment) and the third curve (brain science infrastructure) imply future collaboration opportunities across hardware, software, and platforms.

Overall 2: Policy and regulatory progress deserves attention.

1. Kunwei obtained its domestic registration certificate in 2024, EU certification in 2025, and is also advancing through the U.S. FDA, showing clear qualification pathways for entering different markets.

2. Sellers interested in distribution or selling such products should monitor sales opportunities for certified devices in emergency care, neuromodulation, and research settings.

Overall 3: Risk warnings.

1. Brain science research is still at an early stage; larger applications may take 5–10 years. Sellers should not expect short-term explosive growth.

2. The company's financing was historically supported by early-stage investors amid a challenging external environment, showing that commercializing high-barrier technology takes a long cycle and requires sufficient capital reserves.

Overall 1: The Kunwei case reveals product design and manufacturing business opportunities.

1. Kunwei's full-stack in-house development, from materials and components to complete systems, means transcranial ultrasound devices require an entirely new supply chain — offering opportunities for relevant material and precision manufacturing factories.

2. It took three years from prototype to market, demonstrating that high-barrier medical devices demand exceptional process consistency and quality systems. Factories need the capability to match these requirements.

Overall 2: Insights on digitalization and industrial upgrading.

1. Kunwei's core is algorithms improving resolution — hardware performance bottlenecks can be broken through software and computing power, suggesting a product's competitiveness is not limited to mechanical craftsmanship.

2. By using Acoustic Spatial Intelligence to rebuild the computational imaging system, Kunwei shows that future high-end manufacturing requires integrated hardware-software capabilities. Factories should evolve toward intelligent, platform-based supporting services.

Overall 1: Industry trend: brain science tools are being upgraded.

1. Ultrasound is likely to surpass functional MRI, becoming the next-generation foundational tool for brain science, with wearable and continuous recording as key directions.

2. Kunwei positions itself similarly to NVIDIA — providing hardware devices and a foundational software platform (kOS) to empower clients in brain-computer interfaces, AI models, neuromodulation, and drug development.

Overall 2: Client pain point: there is currently a lack of non-invasive, continuous, high-resolution brain observation tools.

1. The sampling frequency of MRI makes it difficult to support long-term continuous collection, whereas ultrasound can be made wearable.

2. Traditional imaging merely captures images; Kunwei performs spatial perception — building a model first, then rendering images — resolving the fundamental tension between resolution and penetration.

Overall 3: Solution: a full-stack, in-house developed Acoustic Spatial Intelligence system.

1. It reconstructs everything from foundational theory through materials, components, complete systems, foundational software, and application software.

2. It uses small models to process massive acoustic wave data and output high-frame-rate images. The company publishes almost no papers yet achieves breakthrough results — service providers should watch this kind of technology-to-market capability.

Overall 1: Platform providers can see emerging demand for foundational platforms in the brain science field.

1. Brain science companies need tools to record brain activity over long periods, continuously, and non-invasively — but such tools are scarce. Kunwei's hardware and kOS software platform fill exactly this gap.

2. Such platforms will empower brain-computer interface companies, AI model companies, neuromodulation, neuropharmaceutical development, and university labs, forming an ecosystem of brain science infrastructure.

Overall 2: Platform providers can learn from Kunwei's platform-building approach.

1. Full-stack in-house development builds the underlying platform, similar to NVIDIA providing GPUs and CUDA, opening foundational capabilities to multiple applications.

2. Its three-curve strategy — from ultrasound imaging devices to integrated diagnostics and treatment, and then toward brain science infrastructure — offers platform providers a path for layered expansion.

Overall 3: Risk management considerations.

1. Brain science research is still in its infancy; platform providers must have 10- or 20-year patience and cannot expect short-term breakthroughs.

2. Certification barriers need attention: Kunwei holds domestic, EU, and pending U.S. FDA certifications. Platform providers in medical and healthcare sectors should plan compliance in advance.

Overall 1: A new industry development: Acoustic Spatial Intelligence has become a new frontier in brain science.

1. Kunwei has demonstrated that low-frequency ultrasound combined with algorithms can achieve high-resolution transcranial imaging, breaking through the absence of public academic literature on the subject.

2. Its insight that 'resolution equals intelligence' connects spatial perception capabilities with the essence of intelligence, opening new questions for interdisciplinary research.

Overall 2: New issues and theoretical implications.

1. Traditional medical imaging simply captures images; Kunwei first constructs spatial models and then renders images. This computational imaging framework redefines the concept of imaging itself.

2. Compared to large language models' enormous parameters, spatial intelligence uses small models to process high-bandwidth input-output data, suggesting there is more than one path to intelligence.

Overall 3: Implications for business models and policy.

1. The company publishes almost no papers, yet achieves results academia has long pursued in vain — prompting reflection on how scientific achievements are evaluated and translated.

2. Liu Jiajia emphasizes that science must come first, then technology, then products, and finally commercialization. He also argues that frontier tech companies must possess not just engineering ('ji') but also science ('ke'), providing valuable reference for technology policy and corporate R&D mechanisms.