机构：政策持续加码 关注脑机接口板块投资机会

Group 1 - The National Medical Products Administration has publicly announced the formulation plan for two recommended industry standards related to brain-computer interface (BCI) invasive devices and their reliability verification methods [1] - Guosen Securities believes that the BCI industry has entered a critical phase of transitioning from technological breakthroughs to commercialization, driven by policies, technology, and application scenarios [1] - The global market for BCIs is expected to experience explosive growth due to favorable policies, including the "14th Five-Year Plan," medical insurance coding, and the implementation of medical device standards, alongside the anticipated mass production of Neuralink and breakthroughs in domestic clinical applications [1] Group 2 - Dongguan Securities reports that Elon Musk's Neuralink plans to begin large-scale production of BCI devices in 2026, with a focus on highly automated surgical procedures [2] - A significant breakthrough involves the electrode wires penetrating the dura mater without the need for removal, which is expected to enhance the BCI sector and boost the overall pharmaceutical and biotechnology market [2] - The BCI industry is identified as a future industry clearly outlined in the "14th Five-Year Plan," with ongoing policy support, suggesting investment opportunities in the BCI sector [2]