多重利好因素共振脑机接口产业链投资机会凸显

Core Insights - The brain-computer interface (BCI) industry is gaining significant attention due to strong policy support and technological breakthroughs, with a notable increase in the BCI concept index as of September 10, showing a rise of 0.32% [1] - Analysts view BCI technology as a strategic area of global technological competition, with applications in neural rehabilitation and motor function restoration expected to lead the commercialization efforts [1] Industry Catalysts - Neuralink, led by Elon Musk, reported that 12 individuals have implanted their devices, accumulating over 15,000 hours of usage, and is set to begin human trials following FDA approval in 2024 [1] - In China, significant technological advancements have been made in invasive BCI medical equipment, with Nanjing Shanhai Medical Technology's device receiving approval as the first domestically approved Class III BCI medical device [1][2] Policy and Future Development - The Ministry of Industry and Information Technology and six other departments plan to promote BCI as a key future industry, aiming for breakthroughs in key technologies by 2027 and establishing advanced technical, industrial, and standard systems [3] - The introduction of ethical guidelines for BCI research emphasizes the importance of ensuring social value and focusing on repair-type BCI technologies to meet public health needs [2] Commercialization Prospects - The BCI industry is experiencing rapid development, with domestic companies actively pursuing BCI business layouts and various technological applications emerging, indicating a promising future for commercialization [3][4] - The healthcare sector is identified as the core market for BCI applications, with projections estimating a global market size of $6.5 billion by 2035, covering areas such as motor disorders, epilepsy, cognitive disorders, and sensory deficits [4] - Non-invasive BCI products are expected to see the fastest market penetration due to their safety and ease of use, while invasive products are focused on high-precision applications in critical medical fields [4]