药监局召开脑机接口工作推进会，医疗康复、智能交互需求爆发

Core Insights - The National Medical Products Administration of China emphasizes the strategic importance of brain-computer interface (BCI) technology for future industrial development and aims to accelerate its clinical application to benefit patients [1] - The BCI industry in China has experienced rapid growth due to policy support, with key technological breakthroughs expected by 2027 and the establishment of 2 to 3 industrial clusters [1] - A recent application of a high-throughput wireless invasive BCI system has enabled a high-level paraplegic patient to control a smart wheelchair and robotic dog using brain signals, demonstrating real-life usability [1] Industry Outlook - The demand for BCIs in medical rehabilitation and intelligent interaction is projected to surge, with the market expected to exceed 5 billion yuan by 2025 and reach a trillion yuan by 2030, reflecting a compound annual growth rate of over 40% [2] - Frost & Sullivan forecasts that China will become the second-largest market for BCIs globally, driven by policy support and clinical demand, with technological advancements outpacing those in overseas markets [2] - The BCI sector in the A-share market is characterized by both technology and policy intensity, suggesting potential valuation increases for related companies, particularly in areas such as cochlear implants, rehabilitation devices, and cardiovascular instruments [2]