国泰海通 · 晨报1226|脑机接口医疗器械工作推进会召开
国泰海通证券研究·2025-12-25 12:53

Core Viewpoint - The article discusses the recent advancements and strategic importance of brain-computer interface (BCI) medical devices, highlighting the government's commitment to fostering innovation and establishing a robust industry framework by 2030 [3][4]. Group 1: Policy and Strategic Importance - The National Medical Products Administration held a meeting on December 18, 2025, to discuss the development of BCI medical devices, emphasizing the need for safety and effectiveness as primary considerations [3]. - The meeting called for enhanced collaboration across various sectors, including academia, research, and medical institutions, to address key technical challenges and improve the supply chain [3]. - The Ministry of Industry and Information Technology, along with six other departments, previously issued guidelines to promote innovation in the BCI industry, recognizing it as a frontier technology merging life sciences and information sciences [3]. Group 2: Industry Development Goals - By 2027, significant breakthroughs in BCI technology are expected, with the establishment of advanced technical, industrial, and standard systems, aiming for products to reach international standards in performance [4]. - The BCI industry is projected to expand significantly, creating 2 to 3 industrial clusters and exploring new applications and business models by 2027 [4]. - By 2030, the BCI industry aims to enhance its innovation capabilities, develop a reliable industrial ecosystem, and nurture 2 to 3 globally influential leading companies alongside a number of specialized small and medium enterprises [4].