SANQI HUYU(SZ:002555) Tai Mei Ti A P P·2025-11-01 02:23Core Insights - The strategic investment of $20 million by the company in BrainCo marks a significant move in its technology strategy, particularly in the brain-computer interface (BCI) sector, which is seen as a key area for future human-computer interaction [2][4] - BrainCo, as the first unicorn in China's BCI field, possesses over 480 authorized patents and has products certified by FDA and CE, highlighting its strong market position and technological capabilities [2][4] - The investment aligns with the company's long-term vision of evolving from a content provider to a technology-driven enterprise, emphasizing a systematic approach to technology investment [3][4] Strategic Evolution - The company's investment strategy is centered around the theme of "next-generation human-computer interaction," with previous investments in various AI and XR-related companies that complement its core business [3][4] - Since 2021, the company has focused on the "metaverse" as a core investment direction, expanding its reach into AI, XR, and related upstream and downstream sectors, including semiconductors and spatial computing [3][4] - Unlike traditional internet companies that adopt a broad investment approach, the company emphasizes synergy and practical application in its technology investments [3][4] Ecosystem Empowerment - The investment in BrainCo is not merely a financial decision but a strategic move to capture future ecological advantages and drive industry transformation through BCI technology [5][6] - The integration of BCI with existing XR devices and digital content is expected to create new interaction paradigms, fundamentally changing the nature of entertainment products [5][6] - BCI technology is anticipated to reshape the industry value chain, creating new opportunities across various sectors, including healthcare, education, and industrial applications [5][6] Market Potential - The global BCI medical market is projected to reach hundreds of billions by 2045, with the overall market potentially exceeding one trillion, indicating vast growth opportunities [6] - The company's investment strategy reflects an ecosystem empowerment mindset, providing valuable application scenarios and industry resources to accelerate the commercialization of BCI technology [6] - The alignment of the company's strategic foresight with emerging technological trends positions it to benefit from both technological innovation and industry development in the future [6]