AI催化千亿脑机接口市场，硬科技龙头获增量市场空间

Core Insights - The brain-computer interface (BCI) sector is experiencing significant activity and market interest, driven by supportive government policies and advancements in AI healthcare applications [1][5][10] - The Chinese BCI market was valued at 3.2 billion yuan in the previous year, with an 18.8% growth rate, and is projected to reach 6.14 billion yuan by 2028, reflecting a compound annual growth rate (CAGR) of 17.7% from 2024 to 2028 [5] - Lenovo Group is positioned as a key player in the BCI industry, leveraging its technological capabilities and investments to enhance its market presence and drive innovation [7][9][10] Industry Developments - The Chinese government is actively promoting the development of the BCI industry, with a two-step development goal set for 2027 and 2030, focusing on breakthroughs in key technologies and the establishment of advanced technical and industrial systems [5] - The BCI technology is expected to see large-scale clinical applications, particularly in the medical field, as the commercial viability of its business models is validated [6][10] - The integration of BCI technology with AI and other emerging technologies is creating a competitive landscape for future industrial development [3] Company Positioning - Lenovo Group is enhancing its role in the BCI value chain by providing smart devices and AI-driven infrastructure that support data collection and processing for BCI applications [7][8] - The company is also investing in startups like ZhenTai Intelligent, which focuses on BCI medical applications, providing comprehensive support through its computing platforms and service networks [9] - Analysts are optimistic about Lenovo Group's future growth, with several institutions raising their target prices and maintaining positive ratings based on the company's strategic positioning in the AI and BCI sectors [10]