Investment Rating - The report maintains an "Overweight" rating for the industry [6] Core Viewpoints - The National Healthcare Security Administration has established separate pricing for brain-computer interface (BCI) medical services, paving the way for clinical application fees [1] - The BCI technology is a promising frontier technology that establishes a direct connection between the brain and external devices, with applications in healthcare, wellness, education, and entertainment [2] - The Chinese BCI market is projected to reach 3.2 billion yuan in 2024, with a growth rate of 18.8%, and is expected to grow to 5.58 billion yuan by 2027 [2] - National and local policies are accelerating the development of the BCI industry, with plans to cultivate influential tech companies and promote large-scale commercialization of BCI products by 2030 [3] Summary by Sections - Investment Suggestions: The report suggests focusing on companies such as Sanbo Brain Science, Aipeng Medical, and Innovation Medical, as the regulatory support from the National Healthcare Security Administration is expected to accelerate innovation and development in the BCI sector [4]
医药生物行业周报:医保局为脑机接口医疗服务价格单独立项,临床应用收费有据可依
Shanghai Securities·2025-03-16 10:12