又一地明确价格！脑机接口收费路径逐渐清晰

Core Insights - The article discusses the establishment of pricing for brain-computer interface (BCI) medical services in various provinces in China, highlighting the integration of these services into the healthcare system and the support from government policies [4][5][10]. Pricing and Policy Developments - The Sichuan Provincial Medical Insurance Bureau has set a maximum price for BCI services, effective from April 30, 2026, with different pricing based on hospital levels for invasive procedures [4]. - Other provinces, including Hubei, Zhejiang, and Jiangsu, have also established pricing for BCI services, with costs for invasive procedures ranging from approximately 6,000 to 6,600 yuan per procedure [5][6][7]. - The pricing structure includes insertion fees, removal fees, and adaptation fees, with some provinces incorporating non-invasive adaptation fees into insurance coverage [5][8]. Government Support and Strategic Planning - The Chinese government has outlined a strategic plan to support the BCI industry through policies that focus on planning, payment, and standards, aiming for significant advancements by 2030 [10][11]. - Multiple provinces have released action plans to promote BCI innovation and commercialization, with specific targets for clinical applications and production [11]. Technological Advancements and Market Potential - The article notes that while invasive BCI products are still in clinical trials, non-invasive products have begun to enter the market, indicating a growing application space [12]. - The industry is at a critical juncture where technological breakthroughs are expected to lead to commercial viability, supported by favorable policies and anticipated production from companies like Neuralink [15][17]. Investment Opportunities - Analysts suggest focusing on key segments of the BCI industry, including hardware suppliers, companies with core patents, and those involved in rehabilitation and industrial applications [15][16]. - Specific companies are highlighted as potential beneficiaries of the BCI market growth, including Aipeng Medical, Lepu Medical, and Xiangyu Medical, among others [16].