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人脑工程概念走高 爱朋医疗、倍益康涨超10%

Core Insights - The brain-computer interface (BCI) sector is experiencing significant growth, driven by technological innovations, policy support, and capital investment [1][2] - The first invasive brain-computer interface product, developed by Shanghai Ladder Medical Technology Co., has entered the special review process of the National Medical Products Administration, marking a milestone for the industry [1] Industry Overview - The BCI industry has established a complete industrial chain, covering upstream (materials, chips, electrodes), midstream (signal acquisition and processing), and downstream (medical health, consumer life, industrial production) segments [2] - The global BCI market is projected to grow from approximately $2.62 billion in 2024 to $2.94 billion in 2025, with expectations to reach $12.4 billion by 2034 [2] Market Performance - Companies such as Aipeng Medical, Beiyikang, and Century Huatong have seen stock price increases of over 10%, 10%, and 8% respectively, indicating strong market interest in the BCI sector [1]