Core Insights - The National Healthcare Security Administration (NHSA) has established a pricing mechanism for newly launched drugs and medical devices, specifically supporting the clinical application and pricing of brain-computer interface (BCI) technologies [1][2] - The introduction of standardized pricing for BCI services is expected to facilitate the adoption of these technologies in clinical settings, indicating that BCI technology is nearing clinical usability [3] Industry Developments - Over 100 new pricing items related to medical technologies have been added, including specific fees for invasive and non-invasive BCI procedures [1] - Provinces such as Jiangsu, Zhejiang, and Hubei have published their BCI service pricing, with fees for non-invasive BCI adaptation set at approximately 966 RMB per session, invasive BCI implantation at around 6,600 RMB, and extraction fees ranging from 3,139 to 3,200 RMB [2] - The NHSA's guidelines emphasize the integration of artificial intelligence in rehabilitation, setting a target for AI-assisted rehabilitation services to be implemented nationwide by 2025, which aligns with the development of BCI technologies [2] Market Potential - Analysts predict significant growth in the global BCI medical application market, estimating it could reach $40 billion by 2030 and $145 billion by 2040 [3] - The BCI industry in China is transitioning from laboratory research to commercial application, indicating a high growth potential and the need for long-term investment strategies focused on technology stability and production capabilities [3] Related Companies - MicroPort NeuroScience (02172) has achieved a significant market share in China's neuro-interventional medical device sector, ranking fourth based on 2023 sales revenue [4] - HeartVue Medical-B (06609) successfully completed animal trials for China's first interventional BCI, with expectations of turning a profit by mid-2025 [4] - Nanjing Panda Electronics (00553) is actively developing a multimodal human-computer interaction system based on BCI technology as part of a key provincial research project [4]
港股概念追踪 国家医保局支持脑机接口技术进入临床并收费 商业化应用落地有望加速(附概念股)