脑机接口迎重大利好

Core Viewpoint - The recent approval of two medical device industry standards by the National Medical Products Administration (NMPA) marks a significant step towards the high-quality development of brain-computer interface (BCI) technologies in the medical field, providing essential support for standardization and regulation [1][2]. Group 1: Standardization and Development - The two newly established standards focus on the design and application of BCIs for medical devices, specifically addressing issues related to motor function rehabilitation and the reliability of invasive devices [7]. - The BCI market in China is projected to reach 3.2 billion yuan in 2024, with an 18.8% year-on-year growth, and is expected to grow to 5.58 billion yuan by 2027, reflecting a 20% growth rate [6]. - The establishment of these standards is a response to the challenges faced by the BCI industry, including terminology confusion, fragmented technology layout, and lack of unified regulations, which have hindered rapid development [6][7]. Group 2: Policy and Industry Resonance - Recent policies have positioned BCIs as a key future industry, with the 14th Five-Year Plan highlighting their potential as a new engine for economic growth [9]. - The NMPA has prioritized the approval of implantable BCI medical devices, expediting the market entry of innovative products [9]. - The commercial process for BCIs is expected to accelerate, with significant policy support and technological advancements driving rapid industry growth [10]. Group 3: Future Development and Market Dynamics - The future vision for the BCI industry includes cultivating globally influential leading enterprises and a number of specialized small and medium-sized enterprises by 2030 [11]. - Potential applications in the medical field are expected to expand beyond mere functional restoration to include "functional enhancement" applications, utilizing a combination of multiple devices and technologies [11].