Keeson(SH:603610) Xin Hua Cai Jing·2025-05-09 10:59Core Insights - Recent breakthroughs in brain-computer interface (BCI) technology have triggered a strong market response in related sectors in A-shares [2] - The global BCI market is projected to grow from $2.35 billion in 2023 to $10.89 billion by 2033, with a compound annual growth rate (CAGR) of 16.55% [2] - Domestic BCI market is expected to exceed 120 billion yuan by 2040, with a CAGR exceeding 26% [2] Technological Developments - The CyberSense robot developed by the Chinese Academy of Sciences can implant flexible microelectrodes into animal brains with precision, supporting BCI and neurophysiology research [2] - Neuralink's BCI device Link has received "breakthrough device" certification from the FDA, marking a significant step towards clinical applications for patients with speech impairments due to various diseases [2][3] - The core technologies of BCI include high-precision brain signal acquisition, efficient neural signal decoding algorithms, biocompatible materials, microelectronics, and complex operating systems [3] Policy and Market Support - Continuous policy support in China is driving the development of BCI technology and applications, with multiple regulations introduced by 2025 [3] - The State Council has prioritized the review and approval of high-end implantable medical devices related to BCI [3] - New pricing projects for BCI services have been established, providing a regulatory framework for medical charges related to invasive and non-invasive BCI procedures [3] Market Performance - BCI-related stocks have shown strong performance, with companies like Qisheng Technology seeing a stock price increase of 46.45% as of May 9 [5] - The "Manufacturing Outbound" index rose nearly 5% this week, with significant contributions from communication equipment and marine equipment sectors [6] - Other indices such as "Electric New Outbound" and "TMT Outbound" also experienced gains of approximately 4% [6]