"十五五"规划建议为何"点名"脑机接口？ "十五五"规划建议明确"前瞻布局未来产业"，其中提出推动脑机接口等成为新的经济增长点。这将进一 步推动脑机接口从实验室向产业化阶段迈进，让"心想事成"成为科技赋予的可能。 何为脑机接口？ 许多人对脑机接口的理解，源自科幻电影：脑后接入线缆，就能在虚拟世界"畅游"；用"意念"操控飞行 器…… "脑机接口工作机理并不复杂，捕捉大脑电信号的微妙变化、解码大脑意图、实现'意念'控制'动作'，不 动手也能隔空操控机器。"北京脑科学与类脑研究所所长罗敏敏说。 创新成果持续涌现、应用探索不断深入，脑机接口市场规模正在进一步扩大。数据显示，预计到2027年 我国脑机接口市场规模将超过55亿元。 为让新技术稳妥驶上"快车道"，政策方面也在不断发力。 2025年7月，工业和信息化部等七部门联合印发关于推动脑机接口产业创新发展的实施意见，提出到 2027年，脑机接口关键技术取得突破；到2030年，综合实力迈入世界前列。国家医保局印发《神经系统 类医疗服务价格项目立项指南（试行）》，设立了侵入式脑机接口置入费、取出费等价格项目。北京、 上海等地发布行动方案，针对脑机接口领域的监管政策、产业集 ...

CHE REAL 《北京市推进科技成 11月18日，北京市人民政府新闻办公室举行《北京市推进科技成果转化落地行动方案（2025—2027年）》（以下简称《行动方案》）新闻发布会，市科委、 中关村管委会、市教委、市卫生健康委、海淀区、中关村发展集团等相关单位负责人出席，围绕方案内容、实践进展及后续计划向北京商报等媒体详细介 绍，一幅加速科技成果从实验室走向生产线的图景逐渐清晰。 在发布会上，北京市科委、中关村管委会党组成员、副主任杨璞介绍，《行动方案》以深化科技成果转化机制改革为主线，坚持科技创新与制度创新双轮驱 动，聚焦科技成果"转得出、帮得上、落得下"三个阶段，着力加速成果从"1到10"在京落地进程。 方案明确，到2027年的核心目标是基本形成高效协同的科技成果转化体系，促成1000家合作平台、5000项技术开发合作项目，转化孵化3000家科技型企业与 600家专精特新企业，推动一批服务国家战略需求的重大成果落地。具体将从五方面发力，包括深化职务科技成果赋权改革、建立"企业出题+研发单位答 题"的科研组织模式、强化对接服务机制、完善概念验证与中试平台体系以及建设中关村国际技术交易中心，构建全链条转化服务生态 ...

新华社北京11月18日电（记者周圆）"十五五"规划建议明确"前瞻布局未来产业"，其中提出推动脑机接 口等成为新的经济增长点。这将进一步推动脑机接口从实验室向产业化阶段迈进，让"心想事成"成为科 技赋予的可能。 何为脑机接口？ 创新成果持续涌现、应用探索不断深入，脑机接口市场规模正在进一步扩大。数据显示，预计到2027年 我国脑机接口市场规模将超过55亿元。 为让新技术稳妥驶上"快车道"，政策方面也在不断发力。 许多人对脑机接口的理解，源自科幻电影：脑后接入线缆，就能在虚拟世界"畅游"；用"意念"操控飞行 器…… 2025年7月，工业和信息化部等七部门联合印发关于推动脑机接口产业创新发展的实施意见，提出到 2027年，脑机接口关键技术取得突破；到2030年，综合实力迈入世界前列。国家医保局印发《神经系统 类医疗服务价格项目立项指南（试行）》，设立了侵入式脑机接口置入费、取出费等价格项目。北京、 上海等地发布行动方案，针对脑机接口领域的监管政策、产业集群等给出发展方向…… "脑机接口工作机理并不复杂，捕捉大脑电信号的微妙变化、解码大脑意图、实现'意念'控制'动作'，不 动手也能隔空操控机器。"北京脑科学与类脑研究 ...

新华社北京11月18日电（记者周圆）"十五五"规划建议明确"前瞻布局未来产业"，其中提出推动脑机接 口等成为新的经济增长点。这将进一步推动脑机接口从实验室向产业化阶段迈进，让"心想事成"成为科 技赋予的可能。 目前，脑机接口正在多个领域铺开应用，其中医疗健康无疑是最具活力的应用场景之一。 今年3月，在首都医科大学宣武医院，一位因渐冻症导致言语障碍的患者完成手术植入"北脑一号"。不 久，患者就能解码输出近百个常用语句，例如"我想吃饭""请帮我找医生"等。 创新成果持续涌现、应用探索不断深入，脑机接口市场规模正在进一步扩大。数据显示，预计到2027年 我国脑机接口市场规模将超过55亿元。 为让新技术稳妥驶上"快车道"，政策方面也在不断发力。 2025年7月，工业和信息化部等七部门联合印发关于推动脑机接口产业创新发展的实施意见，提出到 2027年，脑机接口关键技术取得突破；到2030年，综合实力迈入世界前列。国家医保局印发《神经系统 类医疗服务价格项目立项指南（试行）》，设立了侵入式脑机接口置入费、取出费等价格项目。北京、 上海等地发布行动方案，针对脑机接口领域的监管政策、产业集群等给出发展方向…… 何为脑机接口？ ...

Core Insights - Beijing has maintained its position as the top global research city for nine consecutive years and ranks third in the International Science and Technology Innovation Center for four years [1] - The reports highlight Beijing's robust investment in research and development (R&D), with a consistent R&D intensity of around 6%, placing it among the leading innovation cities globally [2] R&D Investment - Beijing's R&D investment intensity remains at a high level of 6%, providing a solid foundation for original innovation and key technological breakthroughs [2] - The city has established four national laboratories and restructured national key laboratories, enhancing collaboration with national research forces [2] - The establishment of the "Original Innovation Fund" aims to optimize the investment structure, increasing the proportion of basic research from 18% to align with top global institutions [2] Innovation Ecosystem - Over 300 technology companies are established daily in Beijing, surpassing Silicon Valley, with 115 unicorns and 1,035 "little giant" enterprises by the end of 2024, leading the nation [4] - The innovation ecosystem is characterized by a collaborative framework involving universities, research institutions, and a supportive policy environment [4][5] - The unique combination of top talent, cutting-edge knowledge, and significant application scenarios creates a competitive advantage for Beijing's innovation landscape [5] Challenges and Strategic Responses - Despite its achievements, Beijing faces challenges such as reduced international cooperation, land resource constraints, and low patent conversion rates [6] - To address these challenges, Beijing aims to build an open innovation network and extend its industrial chain to surrounding areas [6] - The city must remain vigilant against potential declines in innovation vitality and strive for continuous self-reform to maintain its competitive edge [7]

据天使投资人、资深人工智能专家郭涛分析，北京在研发资源配置上正朝着"结构重构、效能激活、壁垒突破"三 大方向推进。他指出，除了维持高强度的研发投入，更要优化投入结构，将基础研究占比从当前的18%向全球顶 尖机构的30%—50%看齐。为此，北京设立了"原始创新基金"，支持交叉学科与冷门领域，并建立"卡脖子"技术动 态清单，引导社会资本精准投向光刻机、高端材料等硬科技领域。 北京市社会科学院副研究员王鹏进一步强调，北京在研发资源配置上持续加大对高校和科研院所的稳定支持，特 别是在数学、物理、化学等基础学科领域，为"从0到1"的突破提供了土壤。他还提到，通过"揭榜挂帅"机制，北 京集中力量攻关光刻机、高端芯片、工业软件等关键领域，并建立容错机制鼓励高风险原始创新。这一机制已催 生出具体成果，例如全国首个完成10公里级火箭垂直起降回收试验、自主研发的10亿像素级航空相机等，都是"揭 榜挂帅"结出的硕果。 科方得智库研究负责人张新原则提出，北京应构建"战略攻坚与自由探索双轮驱动"的资源配置新范式。一方面 要"集中优势兵力打歼灭战"，聚焦国家战略急需的关键核心技术；另一方面也要培育"慢科学"生态，鼓励自下而 上的原始创新 ...

Investment Rating - The report maintains an investment rating of "Outperform" for the brain-computer interface (BCI) industry [1] Core Insights - Continuous policy support is evident, with the Ministry of Industry and Information Technology and six other departments releasing implementation opinions to promote BCI innovation [2] - Significant technological and clinical breakthroughs have been achieved, including China's first invasive clinical trial for BCI technology [2] - The global BCI market is projected to exceed $10 billion, with a compound annual growth rate (CAGR) of over 13% from 2019 to 2023 [2] Summary by Sections What is Brain-Computer Interface? - BCI is defined as a communication system that establishes a direct connection between the brain and external devices, enabling interaction through brain wave recognition [7][10] - The technology is expected to revolutionize medical rehabilitation, assistive communication, and intelligent control [7] Why is BCI at a Critical Turning Point for Industrialization? - Policy support has intensified, with a clear roadmap for BCI standardization and development outlined by various government bodies [35][41] - The industry is expected to see significant advancements in technology and clinical applications, with a focus on creating a robust ecosystem by 2030 [35][46] Investment Recommendations - Companies to watch include Sanbo Brain Science, Zhongke Information, Entropy Technology, and Yanshan Technology, which are involved in clinical applications or product development [2]

Core Viewpoint - The rising incidence of stroke presents a severe challenge for prevention and treatment, necessitating innovative solutions such as AI and brain-machine interfaces to improve patient outcomes [1][6]. Group 1: Stroke Overview - Stroke, commonly known as "cerebrovascular accident," is a leading cause of death and disability in China, characterized by high incidence, recurrence, disability, mortality, and economic burden [1]. - Clinical classifications of stroke include ischemic stroke (e.g., cerebral infarction) and hemorrhagic stroke (e.g., intracerebral hemorrhage), both of which significantly impact daily life and require urgent medical intervention [1]. Group 2: AI in Stroke Treatment - AI technology can extend the "golden time window" for treating ischemic stroke patients, which is critical for improving survival and recovery rates [2]. - The integration of AI in medical imaging systems allows for rapid analysis and decision-making, significantly enhancing the speed and accuracy of stroke diagnosis [3]. - AI can identify salvageable brain tissue, aiding in timely interventions that can prevent further brain damage [3]. Group 3: Brain-Machine Interfaces - Brain-machine interfaces (BMIs) enable stroke patients to regain movement through thought control, representing a revolutionary advancement in rehabilitation [6]. - Recent developments in invasive and non-invasive BMIs have shown promise in restoring motor functions for stroke patients, with successful clinical trials conducted in several hospitals [7]. - Challenges remain for widespread clinical application of BMIs, including signal stability, individual variability, and the need for more robust clinical data [7]. Group 4: Emerging Technologies - In addition to AI and BMIs, other emerging technologies such as nanorobots for thrombectomy and smart wearable devices for real-time monitoring are being explored to enhance stroke care [8]. - The future of stroke prevention and treatment is expected to evolve into a new era of "multi-modal integration and precision intervention" [8].

Core Viewpoint - The article discusses the comprehensive deployment of China's 15th Five-Year Plan, emphasizing the development of a modern industrial system, a strong domestic market, and coordinated regional development, with a particular focus on emerging industries like brain-computer interfaces (BCIs) as a key driver for economic growth [1][3][6]. Industry Development - The 15th Five-Year Plan highlights the importance of brain-computer interfaces, which are expected to transition from cutting-edge technology to large-scale applications, becoming a crucial pillar for high-quality economic development in China [6][8]. - The BCI industry is projected to create a market scale in the hundreds of billions, generating numerous high-skilled job opportunities and establishing a new competitive advantage for China in global technology [6][7]. Policy Support - The implementation of the "Implementation Opinions" in 2025 marked a significant leap in policy support for the BCI industry, elevating it to a national strategic level with clear goals for technological breakthroughs and international competitiveness by 2030 [4][6]. - The policy framework includes five key tasks, three major projects, and 17 specific measures to create a closed-loop system of research, industry, and application, fostering the integration of BCIs with traditional industries [4][7]. Market Potential - Companies are actively exploring the commercial potential of BCIs, with various business models emerging, including partnerships for medical applications and consumer electronics [7]. - The BCI market is expected to expand significantly during the 15th Five-Year Plan, driven by decreasing costs and standardization, transitioning from niche applications to mainstream adoption [7][8]. Technological Advancements - The BCI system is categorized into non-invasive, partially invasive, and fully invasive devices, with advancements expected in precision, safety, and accessibility during the 15th Five-Year Plan [6][7]. - Collaboration between academia and industry is anticipated to accelerate breakthroughs in critical areas such as electrode materials and signal decoding efficiency, enhancing the overall performance of BCI technologies [6][7].

Group 1: Core Economic and Social Development Strategies - The "15th Five-Year Plan" emphasizes the construction of a modern industrial system, a strong domestic market, and coordinated regional development [1] - The plan aims to cultivate emerging and future industries, with a focus on sectors like quantum technology, bio-manufacturing, hydrogen energy, nuclear fusion, brain-machine interfaces, embodied intelligence, and 6G mobile communication [2][5] Group 2: Brain-Machine Interface (BMI) Industry Development - The BMI technology is recognized for its potential to transform economic structures and improve social welfare, with applications in medical rehabilitation and industrial manufacturing [2] - The "Implementation Opinions" issued in July 2025 will elevate the BMI industry to a national strategic level, aiming for breakthroughs in core technologies by 2027 and positioning the industry among the world's leaders by 2030 [3][5] - The BMI industry is projected to create a market scale in the hundreds of billions, generating numerous high-skilled jobs and enhancing China's competitive edge in global technology [5][6] Group 3: Policy and Market Support - The policy framework for BMI has evolved from local pilot projects to a comprehensive national strategy, fostering a collaborative environment among various government departments [3] - Local governments are responding rapidly, with initiatives like the establishment of specialized action plans and funding to support BMI innovation and development [3][4] - The integration of AI with BMI is expected to enhance the efficiency of brain signal decoding, leading to significant advancements in the industry [5][6] Group 4: Commercialization and Market Applications - Companies are exploring diverse business models in the BMI sector, including partnerships for clinical applications and consumer products, indicating a dual focus on B2B and B2C markets [6] - The BMI technology is anticipated to transition from niche applications to widespread use, aligning with China's goals for health and digital economy [6][7] - The current trajectory of BMI development in China highlights significant advancements in medical applications, particularly in areas like Parkinson's disease and mental health, supported by strong policy and market demand [6][7]