港股概念追踪|OpenAI进军脑机接口 行业临床技术接连突破（附概念股）

Core Insights - OpenAI and CEO Sam Altman are launching a new company, Merge Labs, to enter the brain-computer interface (BCI) sector, directly competing with Elon Musk's Neuralink [1][2] - Merge Labs has a funding valuation of approximately $850 million, primarily backed by OpenAI's venture capital [1] - Altman believes that the integration of humans and AI will be achieved through brain-computer interfaces and AI chatbots, which are seen as two core pathways to this vision [1] Industry Developments - OpenAI's entry into the BCI market is expected to have a profound impact on the industry [2] - In China, significant clinical breakthroughs in BCI have been achieved across various approaches, including wireless minimally invasive, invasive, semi-invasive, and closed-loop stimulation [2] - Internationally, Neuralink has enabled cursor control and lower limb movement in multiple patients, while other companies like Synchron are advancing BCI applications in various countries [2] Market Potential - The potential patient pool for BCIs in China is substantial, with 50 million individuals affected by neurological disorders [3] - The Neo BCI targets 30 million patients with neurological function loss, including 28 million stroke victims and nearly 4 million spinal cord injury patients [3] - The closed-loop neuroregulation BCI aims at 20 million patients with drug-resistant neurological disorders, including Parkinson's, Alzheimer's, epilepsy, and depression [3] - The influx of capital and top talent is expected to accelerate technological development in the BCI sector [3] - OpenAI's brand influence is likely to attract more attention and investment, enhancing the social recognition and commercial value of BCIs, thus driving the entire industry chain's growth [3] Policy and Market Trends - The Chinese government has recognized BCI as a strategic emerging industry in its policy documents [3] - Recent initiatives include the establishment of the Hubei BCI Industry Innovation Development Alliance and the release of the Zhejiang Province action plan for AI and healthcare development [3] - Citic Securities reports that the BCI industry ecosystem is rapidly evolving, with clearer commercialization pathways [3] Related Companies - Companies involved in the BCI concept include Nanjing Panda Electronics (00553), Micron Brain Science (02172), and Xinwei Medical-B (06609) [4]