Core Insights - The medical device sector is experiencing a strong upward trend, with the CSI All Index Medical Device Index rising by 1.25% and significant gains in key stocks such as Meihua Medical and Xiangyu Medical [1] - Neuralink, owned by Elon Musk, plans to begin large-scale production of brain-machine interface devices in 2026, aiming for a streamlined and automated surgical process [1] - The brain-machine interface has been included in China's 14th Five-Year Plan, with specific goals for technological breakthroughs by 2027 and industry strength by 2030 [1] Market Performance - The medical device ETF (159883) has seen a 1.16% increase, with net subscriptions exceeding 400 million units [1] - The latest net inflow into the medical device ETF is 274 million yuan [1] Industry Developments - Domestic high-end medical device market share is increasing, with over 70% penetration of domestic DR and ultrasound diagnostic equipment in grassroots medical institutions [2] - The brain-machine interface industry is expected to enter a growth phase, transitioning from research to commercialization, supported by policy and technological advancements [2] - The brain-machine interface market is projected to grow at a CAGR of 17% from 2025 to 2034, reaching an estimated $12.4 billion by 2034 [2] ETF Insights - The medical device ETF (159883) has the highest brain-machine interface content in the market, accounting for over 23% of its holdings, and focuses on innovative domestic companies [3] - The Hong Kong medical ETF (159366) tracks a medical theme index, providing exposure to high-quality assets in the medical device sector, including minimally invasive brain science and robotics [3]