“政策+资本”协同发力 脑机接口赛道新进展不断

Core Insights - The global brain-computer interface (BCI) industry is experiencing significant advancements, with companies like Neuralink successfully completing dual surgeries in one day [1] - China is emerging as a vibrant market for BCI technology, with various cities implementing industry cultivation plans to accelerate the transition from laboratory to commercialization [1][2] Industry Developments - The Beijing Brain Science and Brain-like Research Institute has completed the world's first flexible high-throughput semi-invasive wireless implanted BCI system, achieving over 98% effective channel count [2] - China has entered the clinical trial phase for invasive BCI technology, becoming the second country globally to do so [2] - The BCI technology in China is transitioning from early functional validation to large-scale application, marking a critical period for commercialization [2] Regional Initiatives - Nanjing has launched an action plan aiming to establish itself as a research and transformation hub for BCI by 2027 and a national innovation leader by 2030 [3] - Shanghai has initiated the "Brain Intelligence World" project, integrating clinical resources and research platforms to foster BCI innovation [3] - Beijing's action plan aims to form a BCI industry ecosystem by 2030, with goals to cultivate influential tech enterprises and establish demonstration zones for BCI applications [4] Market Potential - A report by CCID Consulting predicts that China's BCI market will reach 5.58 billion yuan by 2027 [5] - Companies are increasing R&D investments across the entire BCI supply chain, including chips, sensors, and algorithms, contributing to the industry's rapid development [5][6] Innovation and Collaboration - Several A-share listed companies are enhancing their R&D capabilities, with a focus on both invasive and non-invasive BCI strategies [6] - The domestic BCI industry is shifting from a "follower" to a "parallel runner" model, achieving greater autonomy in core technology [6] - Collaborative efforts among universities, hospitals, and enterprises are driving innovation and expanding application scenarios for BCI technology [6]