银河证券：脑机接口技术正从实验室迈向产业化生产

Core Insights - Brain-computer interface (BCI) technology is transitioning from laboratory research to industrial production, with significant advancements expected in the coming years [1] - Neuralink, a company owned by Elon Musk, plans to initiate large-scale production of BCI devices by 2026 and is advancing fully automated surgical procedures [1] - The global BCI industry is experiencing rapid growth, with two main technological paths: invasive and non-invasive methods [1] Industry Overview - The BCI industry encompasses a wide range of sectors, including materials, chips, surgery, and medical rehabilitation [1] - The United States and China are the leading countries in the BCI field, engaging in intense competition [1] - The U.S. has accumulated significant advancements in invasive frontier technologies, while Chinese companies are quickly catching up due to policy guidance and capital support [1] Policy and Support - In recent years, a series of policies have been introduced at both national and local levels in China, clarifying the development direction of the BCI industry [1] - Support measures such as medical insurance pricing and expedited approval processes have been implemented to facilitate the commercialization and innovation of the BCI industry in China [1]