脑机接口概念升温，多家上市公司回应布局情况

Group 1: Industry Developments - The brain-computer interface (BCI) field has seen significant advancements since 2025, with companies like Neuralink demonstrating their latest results, including the implantation of devices in 7 subjects, comprising 4 spinal cord injury patients and 3 ALS patients, with hopes of restoring sight to blind individuals by 2026 [1] - In China, the first BCI future industry cluster was launched in Shanghai on June 29, 2023, marking a critical step in the domestic layout of this cutting-edge field [1] - The A-share market has reacted positively to the BCI concept, with the BCI theme index rising by 7.67% in the month leading up to July 2, 2023, prompting investor inquiries into related business layouts by various companies [1] Group 2: Company Responses - Several A-share companies have actively responded to investor inquiries regarding their involvement in the BCI sector, with companies like Jihua Group and Innovation Medical seeing significant stock price increases [2] - Chengyi Tong has established a dual-track strategy focusing on both invasive and non-invasive BCI technologies, with plans to release three prototypes of neuro-rehabilitation devices by July 2024 [2] - Chengdu Huamei is focusing on providing foundational hardware components for BCI, including high-precision ADCs and low-power FPGAs and MCUs [2] Group 3: Market Potential and Policy Support - The global market potential for BCI applications in serious medical fields is estimated to be between $15 billion and $85 billion, while consumer medical applications could reach $25 billion to $60 billion [9] - Recent policies have been supportive of BCI technology development, with the State Council prioritizing the review and approval of high-end medical devices, including BCIs [7][8] - Local governments in Shanghai and Beijing are actively promoting BCI technology development, with plans to achieve significant clinical applications and establish a robust BCI industry ecosystem by 2030 [8]