又一标准发布！脑机接口概念指数年内涨超55% 4股翻倍

Core Viewpoint - The release of the YY/T1996—2025 standard for medical devices utilizing brain-computer interface (BCI) technology is seen as a significant boost for the commercialization of BCI technology in China [1] Industry Overview - The BCI concept index has increased by over 55% year-to-date as of September 26, with several stocks doubling in price, indicating strong market interest and investment potential [1] - The global BCI market is projected to grow from $1.2 billion in 2019 to $2 billion in 2023, and is expected to reach $7.63 billion by 2029, highlighting the rapid expansion of this industry [4] Company Performance - Notable companies in the BCI sector include: - Hanwei Technology: 200.18% increase in stock price, with a projected net profit growth rate of 47.37% for 2025 [2] - Sainuo Medical: 172.03% increase, with an extraordinary projected net profit growth rate of 1313.58% for 2025 [2] - Innovative Medical: 152.26% increase [2] - Other companies like Xiangyu Medical and Guangdian Co. also showed significant stock price increases of over 70% [2] Policy Support - The Chinese government has prioritized BCI technology, with policies aimed at fostering innovation and development in this field, potentially benefiting 1 to 2 million patients [3][4] - Local governments in regions like Shanghai and Guangdong are also implementing policies to support the BCI industry [4] Market Opportunities - The medical sector is currently the most developed application area for BCI technology, with 31 clinical trials planned for 2024 covering various diseases [5] - There is a growing focus on both invasive and non-invasive BCI applications, with companies like Xiangyu Medical and Weisi Medical positioned to benefit from increasing rehabilitation demands and insurance payment facilitation [5]