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”

Group 1 - The brain-computer interface (BCI) sector is gaining significant attention, with a notable increase in stock prices for over 10 companies, including Sanbo Brain Hospital Management Group and Meihai Medical, with the sector rising by 13.24% as of January 5 [1] - Elon Musk's Neuralink plans to begin large-scale production in 2026, transitioning to a more streamlined and fully automated surgical process, indicating a shift towards commercialization in the BCI field [1] - The establishment of Gestalt Technology in China marks a new direction in BCI using ultrasound technology, highlighting the country's advancements in this area [1] Group 2 - The year 2025 is anticipated to be a pivotal year for BCI development in China, with multiple technological breakthroughs expected across invasive, semi-invasive, and non-invasive methods [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 enter this phase [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] Group 3 - The primary application of BCI technology is in healthcare, but its potential is expanding into areas such as motor function rehabilitation and chronic pain management [3] - Recent policies from various regions in China are providing strong support for BCI development, focusing on innovation, project support, and application demonstration [3] - By 2027, significant breakthroughs in key BCI technologies are expected, along with the establishment of advanced technical, industrial, and standard systems [3] Group 4 - The BCI market in China is projected to reach 3.2 billion yuan in 2024, with a growth rate of 18.8%, and is expected to grow to 6.14 billion yuan by 2028, reflecting a compound annual growth rate of 17.7% from 2024 to 2028 [4] Group 5 - Companies in the BCI industry are focusing on key components and product applications to accelerate the transition from clinical validation to large-scale commercialization [6] - Meihai 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, which will enable rapid application of this technology [6] Group 6 - BCI companies are encouraged to focus on essential medical needs and collaborate with research institutions to enhance the localization of core components [7] - Establishing collaborative platforms within the industry can help share testing resources and data, reducing R&D costs [7] - Companies should leverage insurance and local policy incentives to improve product cost-effectiveness while balancing R&D investments with commercialization efforts [7]