Core Viewpoint - The surge in stock prices of companies involved in brain-computer interface (BCI) technology is driven by significant developments and investments in the sector, indicating a growing market potential and investor interest [1][3][5]. Group 1: Stock Performance and Market Trends - Micron Brain Science (微创脑科学) saw its stock price rise to a high of 15.24 HKD, marking a new record since May 2023, before experiencing a decline [1]. - Brain Rejuvenation Technology (脑再生科技) experienced a dramatic increase in stock price, with gains of 46.59% and 70.81% on consecutive days, and a cumulative increase of 205.52 times over three months [1][3]. - The BCI concept has gained traction, with significant stock price increases for various companies, including a 19.96% rise for Micron Brain Science and 19.97% for Guanhao Biological [3]. Group 2: Market Size and Growth Projections - The global BCI market is projected to reach approximately 2.62 billion USD in 2024 and is expected to grow to 12.4 billion USD by 2034, with a compound annual growth rate (CAGR) of 17.4% from 2025 to 2034 [5]. - The domestic BCI market in China is anticipated to reach 3.2 billion CNY in 2024, reflecting an 18.8% increase from the previous year, with expectations to exceed 5.5 billion CNY by 2027 [5]. Group 3: Technological Development and Applications - The BCI technology is transitioning from laboratory research to industrial application, with significant advancements in both invasive and non-invasive techniques [6][7]. - The domestic BCI development strategy focuses on a dual approach: invasive techniques for medical rehabilitation and non-invasive techniques for consumer markets [6][7]. Group 4: Company Performance and Financials - Micron Brain Science is recognized as a leading player in the domestic neuro-intervention medical device market, with a market share ranking fourth based on 2023 sales revenue [9]. - The company reported a revenue of 762 million CNY for 2024, a 14.4% increase year-on-year, with domestic revenue growing by 8.3% and overseas revenue surging by 137.6% [10]. - The net profit attributable to the parent company for 2024 was 254 million CNY, reflecting a 74.6% increase, driven by revenue growth and improved operational efficiency [10].
踩上脑机接口概念风口，单日20cm涨幅或只是微创脑科学(02172)拉升的开始？