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【大涨解读】脑科学:配套政策陆续落地,脑机产业未来三年将迎来加速发展期
Xuan Gu Bao· 2025-08-12 03:07
Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth, driven by recent policy support and technological advancements, with several companies in the field seeing substantial stock price increases. Group 1: Company Performance - QiSheng Technology (麒盛科技) saw its stock price rise by 10.01% to 14.40, with a market capitalization of 5.08 billion, focusing on sleep-related technologies and brain-machine interaction [2] - Innovation Medical (创新医疗) increased by 9.99% to 20.59, with a market cap of 8.57 billion, holding a 40% stake in BoLing Brain-Machine Technology, which is developing core BCI technologies [2] - Xiangyu Medical (翔宇医疗) surged by 13.72% to 65.97, with a market cap of 10.56 billion, having completed several key projects in the BCI field and holding numerous patents [2] - Chengpin Technology (诚品通) rose by 8.60% to 23.23, with a market cap of 6.04 billion, collaborating with Tsinghua University on both non-invasive and invasive BCI technologies [2] Group 2: Industry Developments - On August 7, the Ministry of Industry and Information Technology and six other departments released guidelines to promote BCI innovation, aiming for breakthroughs in key technologies by 2027 [3] - The establishment of the Hubei BCI Industry Innovation Development Alliance was announced on August 9, indicating a collaborative effort to advance the sector [3] - The 2025 World Robot Competition showcased non-invasive BCI products for nerve injury treatment, highlighting the practical applications of BCI technology [3] Group 3: Institutional Insights - The guidelines emphasize the establishment of an advanced technology, industry, and standard system for BCI by 2027, with expectations for BCI applications in healthcare, rehabilitation, and skill replacement [4] - BCI technology is positioned at the intersection of life sciences and information sciences, facilitating collaboration between biological and machine intelligence [4] - Various provinces and cities in China are implementing policies to support BCI development, with significant potential for commercialization in healthcare and other sectors [5]