脑机接口“人声鼎沸” 产业落地“步步为营”

Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth driven by potential market demand, accelerated industrialization, and national strategic support, with expectations for further advancements by 2026 [1][2]. Market Performance - The BCI concept index surged, with a 9.95% increase on January 5, closing at 1937.43 points, followed by a 4.29% rise on January 6, reaching 2020.63 points, resulting in a cumulative increase of 14.67% over two days [2]. - On January 6, the trading volume in the BCI sector hit a record high of 376.32 billion yuan [2]. Company Developments - Multiple listed companies are actively pursuing BCI advancements, with announcements of strategic collaborations and product development plans for 2026 [3]. - Aihuilong signed a strategic cooperation framework with Shenzhen Brain Machine Starlink Technology to enhance diagnostic technologies for central nervous diseases [3]. - Mcland expects to obtain its first BCI medical device registration certificate in Q1 2026, integrating it into existing product lines [3]. - Xiangyu Medical plans to introduce dozens of new products this year to support various clinical needs [3]. Innovative Enterprises - Ladder Medical, the only domestic invasive BCI company in clinical validation, aims to establish a production base by mid-2026 for scalable and controllable production of core BCI components [4]. - The MEMS production base will facilitate high-throughput BCI product manufacturing for clinical applications [4]. Industry Challenges - Experts highlight that the scalability of invasive BCIs hinges on overcoming production and surgical reproducibility challenges [5]. - Key obstacles include enhancing the long-term safety and stability of invasive devices and improving the decoding accuracy for complex cognitive tasks [5]. - The industry must also address product approval timelines, commercialize applications, and cultivate interdisciplinary talent [5]. Technological Pathways - Continuous breakthroughs in hardware, such as high-density flexible electrodes and high-throughput chips, are noted, although the complexity of implantation procedures may delay widespread application [6]. - Non-invasive methods are seen as having advantages in safety and patient acceptance, with potential for expanded applications if key performance improvements are achieved [6].