机构：政策与资本双重助推脑机接口产业链升级

Group 1 - The core viewpoint is that the brain-computer interface (BCI) industry is at a critical turning point, transitioning from laboratory breakthroughs to large-scale production, with significant support from policies and capital [1][2] - The first domestic and second global "fully implanted, fully wireless, fully functional" BCI system will be mass-produced at the newly established "super factory" by Brain Tiger Technology [1] - The global competitive landscape of the BCI industry is characterized by the dominance of the U.S. in invasive technologies and China's leadership in non-invasive applications, focusing on key elements such as electrodes, chips, and algorithms [1][2] Group 2 - The medical field is currently the most mature and largest application area for BCI, with clinical trials covering conditions like stroke rehabilitation and speech disorders [2] - The integration of life sciences and information technology in BCI has reached an industrialization threshold, with multiple countries implementing support plans and China identifying BCI as a key future industry in its 14th Five-Year Plan [2] - The industry is expected to experience dual growth driven by essential medical needs and consumer upgrades, with non-invasive devices gaining market share in educational and wellness scenarios [2]