触摸“十五五”产业脉搏丨思维现实加速“链接” 脑机接口迈入产业化快车道

Core Insights - The article highlights the growing interest in brain-computer interface (BCI) technology within the capital market, with related sectors experiencing a maximum increase of over 60% this year, and significant growth in venture capital investments [1] - The "14th Five-Year Plan" period is expected to catalyze a hundred billion-level industry scale for BCI, driven by collaboration among government, enterprises, and research institutions [1] R&D and Clinical Advancements - A team from the Shenzhen Institute of Advanced Technology and Donghua University has developed a new type of neural electrode called NeuroWorm, which is flexible and can dynamically adjust its position within the brain [2] - The first clinical implantation of a domestically developed BCI chip, "Han-Chip," was successfully completed, leading to significant improvements in a patient's motor functions after surgery [2][3] - The success of the "Han-Chip" implantation marks a critical advancement in the clinical application of domestic BCI technology [3] Policy Support and Industry Development - The development of BCI technology is significantly supported by government policies, including a July 2023 initiative aimed at enhancing innovation in the BCI industry, with a goal for the industry to rank among the world's top by 2030 [3][4] - Policies encouraging the development of small and medium enterprises are expected to deepen technological specialization and create a self-sustaining industry ecosystem [4] Market Potential and Investment Trends - The BCI market is projected to reach tens of billions of dollars, with estimates suggesting it could exceed $10 billion by 2030, and potentially reach $145 billion by 2040 in the medical application sector [6] - The BCI sector has seen a 50% increase in stock prices this year, with a peak increase of 63.22% [6] Future Outlook - The BCI industry is anticipated to experience significant breakthroughs during the "14th Five-Year Plan," moving beyond prototype demonstrations to achieve large-scale applications in medical rehabilitation and other urgent social needs [7] - Key technological challenges remain, but rapid advancements are being made to address issues such as electrode longevity and high-channel communication technology [7]