清华团队研发脑机接口新方案，侧脑室灯笼电极实现稳定记录：机械设备

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 - Tsinghua University's research team has developed a new brain-computer interface (BCI) solution using a lantern-shaped flexible electrode that addresses the long-term recording stability issues of invasive BCIs. This innovation allows for stable signal recording over months with minimal immune response, unlike traditional cortical electrodes [4][5]. - The new electrode design shows superior decoding capabilities, achieving a prediction accuracy of nearly 98% in animal experiments related to memory-guided decision-making, significantly outperforming traditional cortical electrodes. This research opens new pathways for obtaining deep cognitive-related information and provides a new reference for BCI design [5]. - The global BCI market is projected to grow rapidly, with an estimated market size of approximately $2.62 billion in 2024, reaching $2.94 billion in 2025, and potentially growing to $12.4 billion by 2034, reflecting a compound annual growth rate (CAGR) of 17.35% over the next decade. In China, the BCI market is expected to grow from 3.2 billion yuan in 2024 to 6.14 billion yuan by 2028 [6]. Summary by Sections Investment Highlights - The innovative electrode design from Tsinghua University addresses the core issue of long-term stable recording in invasive BCIs, with animal tests showing stable signal recording for months [4]. - The new BCI technology has the potential to enhance the understanding of cognitive processes and decision-making through improved data acquisition from neural regions [5]. Market Outlook - The BCI market is positioned as a key growth area, with significant projections for expansion in both global and Chinese markets, supported by government initiatives to promote high-tech industries [6]. - Companies to watch in this sector include Yanshan Technology, Hanwei Technology, Sanbo Brain Science, and others, indicating a robust investment landscape [6].