药监局发布行业标准立项公示，脑机接口或在医疗场景率先落地

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Insights - On January 9, the National Medical Products Administration (NMPA) announced two recommended industry standards for medical devices utilizing brain-computer interface (BCI) technology, focusing on reliability verification methods for invasive devices and design/application specifications for motor function reconstruction [2][4] - The BCI industry is transitioning from "technical exploration" to "standard implementation," with the establishment of systematic terminology and definitions for BCI medical devices, which is expected to promote standardization and large-scale application [4] - Recent developments in pricing standards for BCI services across various provinces indicate a clearer path for reimbursement, which is anticipated to enhance clinical application of this new technology [4] - The report suggests that BCI technology may achieve commercial application in medical settings first, driven by supportive policies that address both supply and demand aspects [4] Summary by Sections Industry Standards - The NMPA has published two new standards for BCI medical devices, which include methods for verifying the reliability of key components and definitions for the motor function reconstruction paradigm [4] Market Dynamics - Multiple regions have established pricing for BCI medical services, with guidelines set to take effect from April 30, 2025, which is expected to facilitate the clinical use of BCI technology [4] Policy Support - The report emphasizes that government policies are actively promoting the adoption of BCI technology in medical applications, addressing critical issues such as affordability and institutional hesitance [4]