脑机接口概念持续活跃，医疗设备ETF(159873)标的指数急升涨近2%，重磅政策引导推进脑机接口商业化

Core Insights - The medical device ETF (159873) has seen a significant increase in trading volume and share growth, with a turnover of 4.65% and a transaction value of 5.525 million yuan as of January 8, 2026, reflecting a strong performance in the sector [1] - The underlying index, the CSI All Share Medical Devices and Services Index (H30178), rose by 1.83%, with notable gains from individual stocks such as Kefu Medical (301087) up 19.78%, Shuoshi Biology (688399) up 11.51%, and Lepu Medical (300003) up 7.99% [1] - Over the past two weeks, the medical device ETF has grown by 8.6124 million yuan in scale and 8 million shares in volume, indicating robust investor interest [1] Product Highlights - The medical device ETF (159873) closely tracks the CSI All Share Medical Devices and Services Index, which selects listed companies in the healthcare sector to reflect the overall performance of the theme [1] Hot Events 1. Eight departments, including the Ministry of Industry and Information Technology, have issued an implementation opinion to accelerate the industrialization and commercialization of new terminals such as brain-computer interfaces, aiming for significant advancements in AI technology by 2027 [2] 2. Sichuan Province has set a maximum price of 6,583 yuan per session for brain-computer interface medical services, effective from April 30 this year, as part of a broader integration of 82 neurological service pricing projects [2] Institutional Views - The brain-computer interface industry is entering a phase of accelerated industrialization, supported by a comprehensive policy framework that includes planning, payment, and standards [2] - Zhongyin Securities notes that the National Medical Insurance Administration established independent charging items for invasive and non-invasive brain-computer interfaces in March 2025, with further support from multiple government departments [2] - Global initiatives, such as Neuralink's plans for large-scale production and optimized surgical processes, alongside domestic advancements from companies like Shanghai Ladder Medical and Boruikang, indicate a clearer path for domestic technology development [2]