脑机接口获政策持续支持，产业进入加速成长阶段

Investment Rating - The industry investment rating is "Increase Holdings" [2][6] Core Insights - The brain-computer interface (BCI) industry is entering a phase of accelerated growth due to strong policy support, with key technological breakthroughs expected by 2027 and a robust industrial ecosystem anticipated by 2030 [5][6] - The report emphasizes the development of both hardware and software components, with non-invasive devices likely to achieve commercialization first, while invasive devices will provide high precision for medical applications [5][6] Summary by Sections Industry Overview - The industry comprises 494 listed companies with a total market value of 73,522.83 billion and a circulating market value of 66,271.42 billion [2] Policy Support - The Ministry of Industry and Information Technology and other departments have issued implementation opinions to promote innovation in the BCI industry, aiming to establish advanced technology, industrial, and standard systems by 2027 [5] Technological Development - Hardware advancements include the development of various electrode types and integrated signal processing systems, while software improvements focus on enhancing signal decoding and device control accuracy [5] - The report highlights the importance of developing auxiliary devices and surgical robots to improve precision in BCI applications [5] Investment Opportunities - The report suggests focusing on companies with rapid advancements in non-invasive product development, such as Chengyitong, Xiangyu Medical, and Weisi Medical, among others [5]