脑机接口商业化进程提速 将从“医疗试验工具”蜕变为“可普及产品”

Core Insights - The brain-computer interface (BCI) sector is gaining significant attention, with a notable increase in stock prices for companies like Sanbo Brain Hospital Management Group and Meihua Medical, leading to a sector growth of 13.24% as of January 5 [1] - Elon Musk's Neuralink plans to begin large-scale production by 2026, indicating a shift towards automated surgical processes in the BCI field [1] - The establishment of Gestalt Technology in China marks a new direction in BCI technology using ultrasound, highlighting the country's advancements in this area [1] Industry Developments - 2025 is anticipated to be a pivotal year for China's BCI development, with multiple technological breakthroughs expected, including invasive, semi-invasive, and non-invasive approaches [2] - The first clinical trial of an invasive BCI in China is set to take place in June 2025, positioning the country as the second globally to reach this stage [2] - The domestic production of core BCI technologies is accelerating, with a clinical implantation of a domestically developed BCI chip scheduled for September 2025 [2] Application and Market Growth - The primary application of BCI technology is in healthcare, but it is expanding into areas such as motor function rehabilitation and chronic pain management [3] - Policies supporting BCI innovation are being implemented across various regions, including Shanghai and Beijing, to foster industry growth [3] - The BCI market in China is projected to grow from 3.2 billion yuan in 2024 to 6.14 billion yuan by 2028, with a compound annual growth rate of 17.7% [4] Commercialization Efforts - Companies are focusing on key components and product applications to transition from clinical validation to large-scale commercialization [6] - Meihua Medical is actively collaborating with BCI clients to facilitate efficient commercialization from laboratory development to mass production [6] - Nanjing Mailland Medical Technology expects to obtain its first BCI medical device registration certificate in Q1 2026, aiming for rapid application in existing product lines [6] Strategic Recommendations - BCI companies should concentrate on essential medical needs and collaborate with research institutions to enhance the localization of high-precision components [7] - Establishing collaborative platforms within the industry can help share testing resources and reduce R&D costs [7] - Companies are encouraged to align with insurance and local policy incentives to improve product cost-effectiveness and ensure compliance with data security standards [7]