利好频频，脑机接口概念股集体大涨！

Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant activity and is on the verge of a potential explosion in growth, driven by recent regulatory advancements and clinical developments [6][10]. Group 1: Market Activity - On November 12, companies in the brain-computer interface sector, such as Aipeng Medical and Innovation Medical, saw notable stock price increases, indicating strong market interest [2]. - In the Hong Kong market, companies like MicroPort NeuroTech and Nanjing Panda Electronics also recorded gains, reflecting a broader trend in the BCI industry [3]. Group 2: Regulatory Developments - The invasive brain-computer interface product developed by Shanghai Ladder Medical Technology has entered the "green channel" for approval by the National Medical Products Administration, marking a significant regulatory milestone [4]. - This is the first invasive BCI product to receive such treatment in China, indicating a growing confidence in the safety and efficacy of these technologies by regulatory bodies [5]. Group 3: Clinical Advancements - The first global trial of an invasive BCI for restoring motor function in patients has been successfully completed in China, showcasing the potential of these technologies in clinical applications [7]. - Clinical trials for BCI systems are set to take place in 10 centers across China, with plans to enroll 30 to 50 patients by the end of the year, further pushing the technology towards commercialization [8]. Group 4: Market Projections - The global BCI market is projected to reach approximately $2.62 billion in 2024, with expectations to grow to $2.94 billion in 2025 and potentially $12.4 billion by 2034, reflecting a compound annual growth rate of 17.35% over the next decade [8]. - In China, the BCI market is expected to grow from 3.2 billion yuan in 2024 to 6.14 billion yuan by 2028, indicating strong domestic growth potential [8]. Group 5: Policy Support - The Chinese government has recognized BCI technology as a strategic priority, with policies aimed at fostering innovation and establishing it as a new economic growth point [9]. - Recent joint initiatives by multiple government departments have outlined clear industry goals and begun to implement pricing and insurance coverage for BCI medical services, facilitating the industry's development [9].