科幻照进现实!全国首例“医保价”手术完成,脑机接口未来已来
市值风云·2025-12-01 10:10

Core Viewpoint - The article discusses the advancements in brain-computer interface (BCI) technology, highlighting its clinical applications and the support from national healthcare policies in China, particularly the first BCI surgery covered by insurance in the country [3][10][22]. Summary by Sections What is Brain-Computer Interface? - BCI is a cutting-edge system engineering that connects the brain with external devices, enabling bidirectional information exchange through neural signal acquisition and decoding [6]. Types of BCI Technologies - Invasive Technology: Involves surgical implantation of electrode arrays into the central nervous system, providing high-quality signals but with significant health risks [7]. - Non-Invasive Technology: Utilizes wearable devices to collect brain signals without surgery, dominating the market but with lower signal quality [8][9]. - Semi-Invasive Technology: Balances between invasive and non-invasive methods, implanting electrodes within the skull but not penetrating brain tissue, suitable for patients needing high signal quality without full surgery [11]. Domestic and International Technology Comparison - China: Dominates in non-invasive technology, with 70% market share in 2024, and is pushing for breakthroughs in implantable devices [13]. - USA: Leads in invasive technology, with companies like Neuralink advancing clinical applications for various medical conditions [14]. - Other Countries: Countries like Japan and Germany are exploring semi-invasive technologies to balance performance and clinical feasibility [16]. Market Growth - The BCI industry is rapidly expanding, particularly in medical rehabilitation and consumer electronics, with China's market expected to exceed 8 billion yuan by 2025 and reach 15 billion yuan by 2027, reflecting a compound annual growth rate of over 40% [17]. - Globally, the market is projected to grow from approximately $2.35 billion in 2023 to $10.89 billion by 2033, with medical applications accounting for over 50% [19]. Driving Factors Behind Growth - Policy Support: The establishment of BCI as an independent billing item by the National Healthcare Security Administration in 2025 has facilitated commercialization [22]. - Technological Advancements: Improvements in signal acquisition precision and processing efficiency are enhancing product performance and reducing costs [22]. - Funding and Collaboration: Local governments are fostering partnerships between academia and industry, accelerating innovation and increasing investment in the BCI sector [22]. Industry Chain Analysis - The BCI industry encompasses a complete ecosystem from core hardware to signal processing and application in medical and consumer sectors, forming a comprehensive technological framework [23].