脑机接口，利好频频！从实验室走向应用场景

Core Insights - The 2025 Brain-Computer Interface (BCI) Conference opened in Shanghai, focusing on developer events, competitions, and investment forums to enhance the connection of technology, industry, and capital resources [1] - The BCI industry is recognized for its social and commercial value, with McKinsey projecting the global medical application market to reach $40 billion by 2030 and potentially exceed $145 billion by 2040 [1] - The industry is entering a critical phase of large-scale application driven by strong policy support, continuous technological breakthroughs, and the implementation of medical insurance payments [1] Event Highlights - The conference features several "firsts," including the first large-scale multi-track BCI competition, the establishment of a BCI developer forum, and a dedicated investment cooperation sub-forum [1] - The BCI competition includes four tracks: emotion perception, fatigue monitoring, brain-controlled robotic arms, and brain-controlled racing cars, with 63 teams participating and 40 advancing to the finals [1][2] Policy Support - There has been a surge in favorable policies for the BCI sector, including a joint implementation opinion from seven departments in July and the inclusion of BCI in the 15th Five-Year Plan by the Central Committee in October [3] - Various regions, including Beijing, Shanghai, Sichuan, and Shandong, are actively promoting BCI technology and industry development, with Jiangxi Province recently issuing measures to accelerate clinical trials [3] Company Developments - The BCI industry is at a pivotal growth stage, with several companies, including A-share listed firms, actively investing in the BCI value chain [4] - Xiangyu Medical has identified BCI as a key strategic research direction, integrating BCI technology into rehabilitation equipment [4] - Chengdu Huayi is leveraging its integrated circuit design advantages to provide foundational hardware components for BCI technology, collaborating with universities on key projects [5] - Companies are also pursuing strategic investments in the BCI space, such as Dao's Technology investing in Qiang Brain Technology to enhance its capabilities in medical rehabilitation and human-computer interaction [5]