机械设备：脑机接口产业定路线，政策标准促规范发展

Investment Rating - The industry rating is "Outperform the Market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [15]. Core Insights - The first medical device standard for brain-computer interfaces (BCI) in China will be implemented on January 1, 2024, with a goal set for 2030 to enhance innovation capabilities and cultivate leading enterprises, promoting a standardized and systematic industry development [3][4]. - The BCI industry is rapidly growing, with the domestic market expected to reach 3.2 billion yuan in 2024 and grow to 6.14 billion yuan by 2028 [3][5]. - The global BCI market is projected to reach approximately 2.62 billion USD in 2024, increasing to 2.94 billion USD in 2025, and potentially growing to 12.4 billion USD by 2034, with a compound annual growth rate of 17.35% over the next decade [5]. Summary by Sections Policy and Market Growth - The dual approach of policy and standards is expected to drive steady market growth in the BCI sector, with significant government support and a clear development roadmap [2][3]. Applications and Challenges - Current applications of BCI technology span medical health, industrial manufacturing, and consumer life, addressing issues such as neurological disease treatment and enhancing industrial safety [4]. - The industry faces challenges related to technology, ecosystem, and ethics, necessitating increased investment in core technology research and talent development [4]. Investment Opportunities - Recommended companies to watch in the BCI sector include Rock Mountain Technology, Hanwei Technology, Sanbo Brain Science, Innovation Medical, Dongfang Zhongke, Xiangyu Medical, Entropy Technology, Chengyitong, Weisi Medical, Mailande, Aipeng Medical, and Beiyikang [6].