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【医药】《实施意见》聚焦五大重点任务、三个重点工程,有望加速脑机接口发展——《关于推动脑机接口产业创新发展的实施意见》点评
光大证券研究·2025-08-09 00:04

Core Viewpoint - The article discusses the recent implementation opinions released by the Ministry of Industry and Information Technology and other ministries, aiming to promote the innovation and development of the brain-computer interface (BCI) industry, with specific targets set for 2027 and 2030 [4][5]. Group 1: Key Tasks and Projects - The implementation opinions outline five key tasks: strengthening basic software and hardware research, creating high-performance products, promoting the application of technological achievements, expanding innovative entities, and enhancing industrial support capabilities [5]. - Three key projects are highlighted: core software and hardware foundation project, high-quality machine project, and application expansion project [5]. Group 2: Local Action Plans and Medical Pricing - Local governments, such as Beijing and Shanghai, have introduced action plans to establish a BCI industry ecosystem by 2030, focusing on breakthroughs in foundational research, core technology, and product development [6]. - The medical service pricing for BCI has been released, with costs for invasive procedures set at 6,552 yuan for insertion and 3,139 yuan for removal, while non-invasive procedures are priced at 966 yuan [7]. Group 3: Product Development Progress - The development of non-invasive BCI products is progressing rapidly, with several companies expected to receive approvals for multiple products in the second half of the year [8]. - Invasive and semi-invasive BCI products are also advancing, with companies like Brain Tiger Technology and Ladder Medical leading in clinical trial progress [8].