医药生物行业周报：国内脑机接口布局持续加码，政企研协同发力-20251021

Investment Rating - The industry investment rating is "Overweight (Maintain)" [1] Core Viewpoints - The report highlights the continuous expansion of brain-computer interface (BCI) application scenarios, with various regions intensifying their layouts and significant clinical and technological advancements emerging. The Ministry of Industry and Information Technology and six other departments jointly issued the "Implementation Opinions on Promoting the Innovative Development of the BCI Industry," outlining a specific path for industrialization [4] Summary by Relevant Sections Industry Overview - The report focuses on the pharmaceutical and biotechnology industry, particularly the advancements in brain-computer interface technology and its clinical applications [1][3] Recent Developments - A series of initiatives have been launched in Beijing and Hubei to support the innovation and development of the BCI industry, including the establishment of industry alliances, special policies, and funding mechanisms. Notably, a 300 million yuan fund has been set up to inject financial resources into the BCI sector [3][4] Investment Recommendations - The report suggests paying attention to companies such as Innovative Medical, Sanbo Brain Science, Apong Medical, and Xiangyu Medical, which are positioned to benefit from the expanding BCI market [4]