脑机接口风口起!伟思医疗连续2日涨停,涨幅20.01%,封板资金1.73亿元

Core Viewpoint - The market is actively speculating on Weisi Medical, which has seen a 20.01% increase and has hit the trading limit for two consecutive days, driven by the brain-computer interface (BCI) concept [1] Company Summary - Weisi Medical has a strong product and technology reserve in the non-invasive brain-computer interface field, covering key technologies such as EEG signal acquisition, interference correction, transmission analysis, machine learning algorithms, and non-invasive electrodes [1] - The company has established a closed-loop neuro-rehabilitation system that encompasses the entire cycle of "diagnosis—treatment—rehabilitation" [1] Industry Summary - A breakthrough in BCI implantation technology has been achieved by Huashan Hospital affiliated with Fudan University, marking the successful completion of the first clinical trial for the first domestically produced and second globally available fully implanted, wireless, and fully functional BCI product [1] - Elon Musk's Neuralink plans to start large-scale production of BCI devices in 2026, aiming for nearly fully automated surgical procedures [1] - Merge Labs, supported by OpenAI CEO Sam Altman, is splitting off to focus on new technology routes that utilize ultrasound to read brain activity [1] - The BCI sector has been included in China's "14th Five-Year Plan" as a future industry, with the National Medical Insurance Administration requiring proper coding for innovative medical consumables like BCIs [1] - The National Medical Products Administration is set to implement industry standards for medical devices using BCI technology by 2026 [1]