Zhi Tong Cai Jing·2025-08-20 07:55Core Insights - The brain-computer interface (BCI) industry is expected to accelerate its development due to proactive policy support from the government, with key technological breakthroughs anticipated by 2027 [1][2] - The global BCI market in the medical application sector is projected to reach $40 billion by 2030 and exceed $145 billion by 2040, indicating significant growth potential [1][5] Policy Support - The Ministry of Industry and Information Technology and six other departments issued guidelines to promote innovation in the BCI industry, aiming for breakthroughs in key technologies by 2027 and establishing advanced technical, industrial, and standard systems [2] - The guidelines also emphasize the application of BCI products across various sectors, including industrial manufacturing, healthcare, and consumer life, with plans to create 2 to 3 industrial development clusters [2] Payment Standardization - The National Healthcare Security Administration released a trial guideline for pricing projects related to neurological medical services, specifically establishing pricing for invasive BCI procedures [3] - Provinces such as Hubei, Zhejiang, and Jiangsu have set BCI medical pricing, addressing previous ambiguities in pricing standards and facilitating the adoption of BCI technologies in healthcare [3] Investment Activity - There has been a notable increase in investment activity within the BCI sector, with over 1,000 disclosed financing transactions and nearly 400 companies receiving investments totaling close to $10 billion as of April 2025 [4] - This influx of capital is expected to accelerate technological innovation and product iteration in the BCI field [4] Investment Recommendations - Companies such as Weisi Medical (688580.SH) are recommended for investment, with additional attention suggested for Xiangyu Medical (688626.SH), Mylande (688273.SH), and others [5]