Innovation Medical(SZ:002173) Jin Rong Jie·2025-06-30 03:23Group 1 - The core viewpoint of the article highlights the significant advancements in brain-computer interface (BCI) technology, particularly through Neuralink's recent developments, which have led to a surge in related stocks [1][2]. - Neuralink has initiated clinical trials with 7 participants, including 4 with spinal cord injuries and 3 with amyotrophic lateral sclerosis, who are using the devices for an average of 50 hours per week, with peak usage exceeding 100 hours [1][2]. - The company has outlined a detailed development timeline, aiming to implant devices in the speech cortex by Q4 2025, with plans to increase electrode counts to 3,000 by 2026 and 10,000 by 2027, enabling multi-device implants for various brain areas [1][2]. Group 2 - By 2028, Neuralink plans to exceed 25,000 electrodes, targeting deeper brain regions for treating mental disorders and neuropathic pain, while also exploring integration with artificial intelligence [2]. - The company is developing three main products: "Mind Link" for movement disorders, "Blind Vision" for restoring sight, and "Deep" for neurological regulation, addressing a range of medical conditions [2]. - The BCI sector is experiencing critical breakthroughs, with Neuralink receiving FDA approval for human clinical trials and significant milestones achieved in China, indicating a shift from laboratory research to commercial applications [2][3].