引爆新赛道！脑机接口未来已来？

Core Insights - The article emphasizes that brain-computer interfaces (BCIs) are a revolutionary component of new productive forces, breaking physical barriers between the brain and the external world, enabling direct control of devices through thought [2] - The BCI industry is gaining momentum due to dual breakthroughs in hardware and software technologies, as well as supportive national policies, positioning it as a key driver for transformation in various sectors such as medical rehabilitation and consumer electronics [2][19] Global Competition - Major countries are recognizing the strategic value of BCIs, leading to significant investments and initiatives aimed at securing a competitive edge in brain science [4] - The United States is a leading player in this race, having launched the BRAIN Initiative in 2013 with an initial investment of over $100 million and a planned total investment of $4.5 billion over 12 years [5][6] - Other countries, including those in the EU, Japan, and South Korea, are also making substantial investments in BCI research, with collaborative efforts and national programs to advance the field [6][7] Technological Breakthroughs - The successful commercialization of BCIs relies on advancements in both hardware and software [9] - Hardware developments focus on flexible, miniaturized, and high-density electrodes, which enhance signal capture and reduce damage to brain tissue [12][15] - Software algorithms are evolving from unidirectional commands to bidirectional interactions, allowing for real-time feedback and expanding the application scope of BCIs [16][18] Domestic Landscape - The BCI industry in China is witnessing a surge in enterprise involvement, with companies leveraging their technological strengths to drive commercialization [18] - Notable companies like Chengyi Tong and Xiangyu Medical are establishing comprehensive research and development frameworks, focusing on rehabilitation and full-chain autonomous development [18] - The market is currently in the early stages of commercialization, with investment themes centered around clinical advancements and product rollout timelines [18][19]