Group 1: Industry Developments - Apple is collaborating with startup Synchron to develop a brain-computer interface (BCI) technology that allows users to control iPhones using neural signals, particularly aimed at assisting individuals with disabilities [1] - Sichuan Province has launched an action plan to establish itself as a leading hub for BCI and human-computer interaction industries, with significant investments and policy support from various government departments [1] - The brain-computer interface sector is witnessing rapid advancements, with multiple positive developments reported recently, including significant funding for startups like Aoyi Technology [1] Group 2: Clinical Applications and Market Potential - Shanghai-based Ladder Medical Technology has demonstrated a BCI device that enables a quadriplegic patient to play video games using brain signals, marking a significant milestone in clinical applications of BCI technology [2] - The Hubei Province has set government-guided pricing for invasive and non-invasive BCI procedures, with the highest price for invasive procedures set at 6552 yuan per instance, indicating a structured approach to BCI commercialization [2] - McKinsey forecasts that the global market for BCIs in the medical field could grow from $40 billion to $145 billion between 2030 and 2040, highlighting the substantial growth potential in this sector [3] Group 3: Investment Opportunities - Nanjing Panda Electronics is involved in a key project for developing multi-modal human-computer interaction systems based on BCI technology, which has been recognized in Jiangsu Province's key research and development plan [4] - Micron Brain Science, a leader in neuro-intervention, is expected to benefit from the rapid development of the industry and has established a private equity investment fund with a total commitment of 1 billion yuan, indicating strong investor interest [4]
港股概念追踪|传苹果进军脑机领域 国产脑机接口迎来产业化曙光(附概念股)