翔宇医疗:构建“脑机接口+”康复产业生态

Core Viewpoint - The rapid development of brain-computer interface (BCI) technology in China is driven by policy support, industry promotion, and capital assistance, injecting new momentum into the innovation of the rehabilitation medical industry [1] Group 1: Company Overview - Xiangyu Medical Equipment Co., Ltd. is a leading player in the rehabilitation equipment industry, located in Anyang, Henan Province, which is known for its concentration of over 60 related enterprises [1] - The company has been proactive in BCI technology research and development since 2015, making it one of the earliest entrants in the rehabilitation medical field [2][3] Group 2: Technological Innovation - Xiangyu Medical has launched 13 BCI devices covering various fields such as upper and lower limb rehabilitation training and cognitive impairment assessment, attracting significant market attention [1] - The company aims to transition rehabilitation from passive treatment to active intervention, with BCI technology being a key enabler of this shift [2] Group 3: Research and Development - In the first half of this year, Xiangyu Medical invested 91.147 million yuan in R&D, a year-on-year increase of 38.8%, accounting for 25.39% of its total revenue [4] - The company has established a brain science laboratory and independently develops core components such as chips, electrodes, and algorithms, allowing for integrated control over product development [3][4] Group 4: Market Position and Strategy - Xiangyu Medical has achieved independent development in five key areas of BCI technology, becoming one of the companies with the widest application scenarios in the country [4] - The company is focusing on high-end product development to overcome the challenges of low-end product homogenization and foreign brand dominance in the rehabilitation equipment market [5] Group 5: Future Outlook - By the end of this year, Xiangyu Medical expects to have over 20 BCI products certified, with plans to integrate these products into comprehensive solutions for various clinical scenarios [6] - The company aims to build a "BCI+" rehabilitation industry ecosystem and actively participate in setting industry standards and clinical application norms [8]