机构：脑机接口全球市场规模有望迎来爆发式增长

Core Viewpoint - The brain-computer interface (BCI) industry is at a critical juncture of transitioning from technological breakthroughs to commercial viability, driven by policies, technology, and application scenarios [1] Group 1: Industry Developments - The "2026 Brain-Computer Interface Developer Conference" is scheduled to be held in Tianjin on February 3-4, 2026, organized by the Brain-Computer Interface Industry Alliance, the Human-Machine Interaction and Co-Integration Haihe Laboratory, and Tianjin University [1] - The industry is benefiting from policy incentives such as the "14th Five-Year Plan," medical insurance coding, and the establishment of medical device standards, which are expected to catalyze significant growth in the global market [1] Group 2: Product Insights - Invasive BCI products are still undergoing clinical trials, while non-invasive products have started to enter the market, including medical rehabilitation systems and consumer sleep aids [1] - The development of chips, electrodes, and algorithms, along with the continuous improvement of regulations and standards, is expected to lead to a surge in commercialized BCI products in the coming years [1] Group 3: Investment Opportunities - The BCI industry, characterized as a high-growth sector integrating multiple cutting-edge technologies, is moving towards a critical phase of large-scale application, supported by strong policy backing and ongoing technological advancements [1] - Domestic companies have achieved parity with international leaders in certain areas, demonstrating notable performance in device miniaturization, signal transmission rates, and safety [1] - There are promising investment opportunities in the mid-to-long term across the related industry chain [1]