康复医疗产业加速崛起 翔宇医疗布局脑机接口新赛道

Industry Overview - The rehabilitation medical industry is becoming one of the most promising sectors in the health care field, driven by an aging population, upgraded health consumption, and increased policy support [1][4] - The recent "Belt and Road" Central Rehabilitation Medicine Forum and Rehabilitation Equipment Expo attracted nearly 3,000 experts, scholars, and representatives from enterprises and investment institutions, indicating strong interest and investment potential in the sector [1] Strategic Collaborations - A strategic cooperation framework agreement was signed among seven cities in three provinces, focusing on resource sharing, technology collaboration, industrial linkage, and talent exchange to enhance the regional smart health industry [1] Technological Advancements - The establishment of the "Brain-Computer Interface Rehabilitation Technology Innovation Alliance" marks a shift from technology research to collaborative application in the brain-computer interface rehabilitation field [2] - The signing of key projects in five areas, including smart rehabilitation aids and brain-computer interface technology, aims to integrate resources along the industrial chain and promote the development of the smart rehabilitation equipment industry in Anyang [2] Market Trends - The exhibition showcased a wide range of cutting-edge rehabilitation products and technologies, highlighting the industry's evolution towards intelligent and integrated rehabilitation solutions [3] - The demand for rehabilitation devices is increasing, reflecting a trend towards specialization and segmentation in the rehabilitation market, with a focus on various fields such as neurological, traditional Chinese medicine, and pediatric rehabilitation [3][4] Company Insights - Xiangyu Medical, a leading company in rehabilitation medical devices, is at the forefront of innovation, having launched 14 new brain-computer interface products that cover multiple rehabilitation scenarios [3] - The company is expected to benefit from the implementation of the "Healthy China 2030" plan, as the demand for rehabilitation equipment and services continues to grow [3][4]