Core Insights - The brain-computer interface (BCI) industry is gaining significant attention due to strong policy support and technological breakthroughs, with a notable increase in the BCI concept index by 0.32% as of September 10, indicating a clear upward trend in the market [1] Industry Developments - Neuralink, led by Elon Musk, reported that 12 individuals have implanted their devices, accumulating over 15,000 hours of usage, and is set to begin human trials after receiving FDA approval in 2024 [2] - In China, Nanjing Shanhai Medical Technology's "Functional Neurosurgery Electrophysiological Recording and Stimulation Device" has become the first domestically approved Class III BCI medical device, marking a significant milestone in invasive BCI technology [2] - A collaborative effort in Shanghai has achieved clinical breakthroughs in Chinese language decoding for BCIs, potentially improving treatment for patients with speech impairments due to conditions like ALS and stroke [2] Policy Support - In early 2024, the Ministry of Industry and Information Technology and six other departments identified BCI as a key future industry, with ethical guidelines established to ensure research serves public health needs [3] - By 2025, a joint initiative aims to achieve breakthroughs in BCI technology by 2027, establishing advanced technical, industrial, and standard systems, and expanding applications across various sectors [3] Commercialization Prospects - Analysts suggest that the global BCI research surge initiated by Neuralink is fostering rapid development in the overseas BCI industry, while domestic companies are actively pursuing BCI business opportunities, indicating a promising outlook for commercialization [4] - BCI technology is seen as a frontier that merges life sciences and information sciences, with continuous innovation and industry growth expected [4] - The medical health sector is projected to reach a global market size of $6.5 billion by 2035, with applications primarily in treating motor disorders, epilepsy, cognitive impairments, mental health issues, and sensory deficits [5] Market Trends - Non-invasive BCI products are expected to see the fastest penetration due to their safety and ease of use, while invasive BCIs are focused on high-precision applications in areas like epilepsy and developmental disorders, indicating significant market potential [6] - The current market is primarily driven by thematic investments, with opportunities for investment along the BCI industry chain being highlighted [6]

在脑机接口语言解码领域，上海岩思类脑人工智能研究院有限公司联合复旦大学附属华山医院、国家神 经疾病医学中心、iBRAIN脑电联盟、浙江大学、中国科学院上海微系统与信息技术研究所自主研发的 植入式脑电大模型，已实现脑机接口中文解码临床突破，有望为因渐冻症、卒中等疾病导致失语的患者 提供更好治疗方案。 ● 本报记者 刘英杰 在政策大力支持、海内外技术不断突破的背景下，近年来脑机接口行业应用场景逐步清晰，愈发受到市 场关注。Wind数据显示，万得脑机接口概念指数9月10日上涨0.32%，近期上涨趋势明显。指数成分股 中，美好医疗大涨6.98%，昆仑万维上涨4.71%，创新医疗、赛诺医疗等跟涨。 分析人士认为，脑机接口技术当前已经成为全球各国科技竞争的战略高地之一。神经康复、运动功能重 建有望成为首批走向产业化、商业化的侵入式脑机接口应用场景，当前我国脑机接口产业有望迎来黄金 发展期。 行业催化不断 当地时间9月9日，特斯拉CEO埃隆·马斯克旗下脑机接口公司Neuralink在社交媒体平台发文称，目前全 球已有12个人植入Neuralink设备，累计使用设备2000天，使用时长超15000小时。据了解，该公司自 20 ...