盘中,直线拉升!一则利好,突然来袭!
券商中国·2025-12-17 04:35

Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant advancements, particularly with the successful completion of a second invasive clinical trial in China, which marks a transition from 2D control to 3D interaction in real-world applications [1][4]. Group 1: Clinical Trial Progress - The second invasive BCI clinical trial was conducted by the Chinese Academy of Sciences in collaboration with Fudan University and other entities, enabling a high-level paraplegic patient to control a smart wheelchair and robotic dog using brain signals [4]. - The system developed allows for stable control of devices in real-life scenarios, with a reported 15%-20% improvement in brain control performance due to advanced data compression techniques [4][5]. Group 2: Market Reaction - Following the announcement of the clinical trial progress, BCI-related stocks surged, with companies like Innovation Medical rising over 8% and others like BeiYikang and Sanbo Neuroscience also showing significant gains [1]. Group 3: Industry Outlook - Analysts predict that the BCI industry is entering a rapid growth phase due to supportive policies and technological innovations, with expectations for continued government backing and increased investment opportunities [2][8]. - The industry is characterized by a collaborative ecosystem involving policy, research, industry, and capital, which is essential for its sustainable development [7]. Group 4: Investment Recommendations - Investment firms suggest focusing on three main areas: domestic mapping of advanced invasive BCI technologies, non-invasive BCI products in consumer markets, and downstream applications of BCI technology [9].