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脑机接口新科技涌现 医疗应用场景广阔（附概念股）
Zhi Tong Cai Jing·2025-05-08 02:10

Group 1: Brain-Computer Interface (BCI) Development - The Chinese Academy of Sciences has developed a flexible microelectrode implantation robot named CyberSense, which can precisely implant flexible electrodes into animal brains, supporting BCI and neuroscience research [1] - CyberSense has successfully supported various specifications of flexible microelectrodes developed by other research institutes, indicating a collaborative effort in advancing BCI technology [1] - The upcoming International Forum on Neurotechnology in Shanghai will focus on cutting-edge technologies in neural regulation, including adaptive brain stimulation techniques for treating complex brain diseases [1] Group 2: Market and Regulatory Developments - Hubei Province has set government-guided prices for invasive and non-invasive BCI procedures, with the highest limits being 6552 yuan for implantation and 966 yuan for non-invasive adaptation, reflecting a structured approach to BCI pricing in China [2] - By early 2025, most BCI products approved by the regulatory authority are expected to be non-invasive, with a projected market size of 2.63 billion yuan and a market share of 82% for non-invasive interfaces by 2024 [2] - The BCI sector is recognized as a significant area for new productive forces, with companies actively pursuing commercialization across various fields such as healthcare, industry, and entertainment [2] Group 3: Company Insights - Nanjing Panda Electronics has successfully been selected for a key R&D project focused on multi-modal human-computer interaction systems based on BCI technology, indicating its commitment to innovation in this field [3] - Micron Medical Science, a leader in neuro-intervention, is expected to benefit from rapid industry growth and import substitution, with a promising growth trend in its performance [3] - Micron Medical Science has established a private equity investment fund with a total capital commitment of 1 billion yuan, indicating strong financial backing for future developments in brain science and artificial intelligence [3]