【大涨解读】脑科学：马斯克公布最新进展，国内外临床进展不断，脑机接口正处转化关键节点

Market Overview - On June 20, the brain-computer interface (BCI) concept gained momentum, with Xiangyu Medical rising by 20%, and other companies like Innovation Medical and Aipeng Medical also experiencing significant gains [1]. Stock Performance - Key stock performances include: - Xuetai Health (603579.SS) at 27.26, up by 10.01%, with a market cap of 4.836 billion [2] - Innovation Medical (002173.SZ) at 14.25, up by 10.04%, with a market cap of 5.932 billion [2] - Aipeng Medical at 33.00, up by 10.89%, with a market cap of 2.720 billion [2] Events - Neuralink, a company under Elon Musk, showcased its latest research and product development direction, revealing that seven participants with lost mobility have undergone brain-computer interface implantation, with hopes of restoring sight to blind individuals by 2026 [3] - In China, the National Medical Electrical Standardization Technical Committee is seeking public opinion on the national standard for non-invasive medical devices using BCI technology [3] - The Chinese Academy of Sciences, in collaboration with Fudan University Huashan Hospital and related enterprises, has initiated prospective clinical trials for invasive BCI, making China the second country after the U.S. to enter this phase [3] Institutional Insights - The global development of BCI technology is characterized by multiple technological breakthroughs, with significant progress in invasive, semi-invasive, and non-invasive techniques, supported by policy and capital investments [4] - Clinical trials in the BCI field are intensifying, validating technical feasibility and optimizing core performance indicators, which will lay a solid foundation for large-scale commercialization [5] - The BCI market is expected to expand rapidly, with projections indicating that the market size in China will reach 3.2 billion by 2024 and exceed 5.5 billion by 2027, while the global medical application market could reach between 40 billion to 145 billion by 2030 to 2040 [5]