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-2025-03-16

Investment Rating - The report maintains an "Overweight" rating for the industry [6] Core Insights - 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 connects the brain with external devices, with applications in healthcare, wellness, education, and entertainment [2] - The market size for brain-computer interfaces in China is projected to reach 3.2 billion yuan in 2024, with a growth rate of 18.8%, and 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 Recommendations: The report suggests focusing on companies such as Sanbo Brain Science, Aipeng Medical, and Innovation Medical, as the regulatory framework supports the clinical application of BCI technologies [4]