脑机接口正迎来加速发展期。8月23日，翔宇医疗发布五大系列13款脑机接口设备，同步牵头组建康复 技术创新联合体、与河南省人民医院达成战略合作，加速技术成果转化与临床应用；利好政策亦持续加 码，呼和浩特市近期落地脑机接口相关医疗服务价格项目，为其医疗场景落地提供保障。 业内人士认为，脑机接口技术路径丰富，处于技术加速变革期，产业链中上游的技术进步带来下游应用 端不断突破，国内脑机接口公司有望逐步实现商业化应用，预计未来市场规模将持续扩张。 ● 本报记者傅苏颖 产品开发提速 脑机接口是实现大脑与外部设备信息交互的交叉前沿技术，主要分为侵入式和非侵入式两个发展方向， 在医疗、康养、教育、娱乐等领域有着广阔的应用前景和市场潜力。医疗健康是最早被应用并最接近实 现商业化落地的细分领域之一，人口老龄化推动市场持续扩容，行业长期增长确定性高。 上市公司纷纷布局，一系列成果持续涌现。翔宇医疗此次发布的五大系列产品分别为：脑机接口PT运 动疗法解决方案、脑机接口OT康复解决方案、脑机接口ST(吞咽与认知)解决方案、脑机接口物理因子 系列的神经康复电刺激生物反馈治疗系统以及脑机接口智能康复照护解决方案。 以脑机接口PT运动疗法解 ...

Investment Rating - The report maintains an "Overweight" rating for the pharmaceutical and biotechnology industry, specifically focusing on the brain-computer interface (BCI) sector [1]. Core Insights - The brain-computer interface is recognized as a "disruptive technology of the 21st century," with strategic significance highlighted by multiple countries prioritizing its development [3]. - The global BCI market is in a critical phase of "technological breakthroughs, clinical validation, and commercial implementation," with significant advancements in various countries [4]. - The potential market size for BCI applications in the medical field is estimated to reach between $40 billion and $145 billion by 2030-2040, with serious medical applications projected at $15 billion to $85 billion [5]. Summary by Sections Section 1: Global BCI Industry Development - The BCI industry has evolved from concept to commercialization over the past fifty years, with significant milestones in research and application phases [8][9]. Section 2: Industry Growth and Company Numbers - The global BCI market reached $1.98 billion in 2023, with over 500 representative companies worldwide, primarily concentrated in the US and China [10]. Section 3: National Strategic Planning - Various countries have released strategic plans to accelerate BCI development, with differing focuses based on regional priorities [14]. Section 4: US BCI Development and Policy - The US has a comprehensive policy framework supporting BCI development, with significant investments from agencies like NIH and DARPA [16][18]. Section 5: European "Human Brain Project" - The EU's "Human Brain Project" aims to simulate human brain functions and has established a roadmap for future research and ethical considerations [20][23]. Section 6: Initiatives in Japan, South Korea, and Australia - Japan, South Korea, and Australia have launched their respective brain initiatives to support BCI research and applications, focusing on various neurological diseases [24]. Section 7: China's Policy Support for BCI - China's BCI industry has seen rapid growth due to supportive policies, with significant investments and plans at both national and local levels [25][29].

笔者认为，《意见》的出台恰逢其时，有助于构建脑机接口产业发展的"热带雨林式"创新生态，推动中 国脑机接口产业从实验室探索加速迈向产业化。 脑机接口横跨脑科学、神经工程、微电子、人工智能、材料学等多个高精尖领域，其复杂性决定了单一 技术的突破难以支撑全产业链的繁荣。长期以来，该领域存在布局相对分散、缺乏系统性协同、技术转 化周期漫长的痛点，亟待构建一个多层次、共生共荣的"热带雨林式"创新生态系统，其中既有参天乔木 ——领军企业支撑产业骨架，也有灌木丛——创新型中小企业填补细分赛道，更需要阳光雨露——"政 策+资本"滋养。 其一，培育"参天乔木"，打造产业中坚与创新引擎。当前，我国脑机接口产业尚处发展早期，迫切需要 能整合资源、引领方向的"参天乔木"，即具有强大技术整合能力和雄厚资金实力的头部科研机构与领军 企业。《意见》明确提出，发展壮大脑机接口领域领军企业，支持组建产业创新联合体，牵头承担国家 科技重大专项等任务。 值得欣喜的是，在政策的强力牵引下，一批拥有核心技术、具备潜力的企业和机构正崭露头角。例如， 北京脑科学与类脑研究所联合北京芯智达神经技术有限公司研制的半侵入式"北脑一号"和侵入式"北脑 二号"两套 ...

Core Insights - The Ministry of Industry and Information Technology and six other departments have issued the "Implementation Opinions on Promoting the Innovation and Development of the Brain-Computer Interface Industry," aiming for breakthroughs in key technologies by 2027 and establishing an advanced technological, industrial, and standard system [1] Group 1: Industry Development - The issuance of the opinions is timely and aims to create a "tropical rainforest" innovation ecosystem for the brain-computer interface industry, facilitating the transition from laboratory exploration to industrialization [1] - The brain-computer interface field spans multiple advanced areas, including brain science, neuroengineering, microelectronics, artificial intelligence, and materials science, necessitating a collaborative ecosystem for comprehensive industry growth [1] Group 2: Key Players and Innovation - The development of leading enterprises, referred to as "tall trees," is essential for integrating resources and guiding the industry, with a focus on supporting major research institutions and leading companies in the brain-computer interface sector [2] - A number of promising companies and institutions are emerging, such as the Beijing Brain Science and Brain-like Research Institute and Beijing Chip Intelligence Neurotechnology Co., which have developed advanced brain-machine systems [2] Group 3: Policy and Capital Support - The ecosystem's prosperity relies on favorable "climatic conditions," with numerous policies introduced at both national and local levels to support the brain-computer interface industry [3] - Significant capital interest is growing in the brain-computer interface sector, exemplified by Shanghai Ladder Medical Technology Co. securing 350 million yuan in a Series B financing round, marking the highest single financing record in the domestic sector [3]

■张敏 值得欣喜的是，在政策的强力牵引下，一批拥有核心技术、具备潜力的企业和机构正崭露头角。例如， 北京脑科学与类脑研究所联合北京芯智达神经技术有限公司研制的半侵入式"北脑一号"和侵入式"北脑 二号"两套智能脑机系统，均达到世界领先水平；2025年3月份，中国首例侵入式脑机接口系统前瞻性临 床试验完成手术植入，该项研究由中国科学院脑科学与智能技术卓越创新中心，联合复旦大学附属华山 医院以及上海阶梯医疗科技有限公司合作开展。 近日，工信部等七部门联合发布的《关于推动脑机接口产业创新发展的实施意见》(以下简称《意见》) 提出，到2027年，脑机接口关键技术取得突破，初步建立先进的技术体系、产业体系和标准体系。 其二，激活"灌木层"，推动细分领域创新。一个健康的"热带雨林式"生态，绝非仅有几棵参天乔木。充 满活力的"灌木丛"，即众多在细分领域精耕细作的创新型中小企业，是生态多样性、稳定性和持续创新 力的源泉。《意见》指出，加快培育科技和创新型中小企业、高新技术企业、专精特新中小企业、专精 特新"小巨人"企业、制造业单项冠军企业以及瞪羚企业、独角兽企业等。 笔者认为，《意见》的出台恰逢其时，有助于构建脑机接口产业发展 ...

Core Insights - The Beijing Brain Science and Brain-like Research Institute is making significant advancements in brain-machine interface (BMI) technology, which is crucial for improving the quality of life for patients with severe neurological conditions [2][4][6] - The institute has developed the "North Brain No. 1" system, which is the first high-throughput, wireless, fully implanted BMI system with over 100 channels, and it has entered clinical verification stages [2][4] - The research focuses on four main areas: brain cognitive principles, major brain diseases, new technologies in neuroscience, and neural decoding and computation [6][7] Group 1: Brain-Machine Interface Developments - The "North Brain No. 1" system allows for real-time decoding of brain signals, enabling patients to control devices through thought, with a notable accuracy of 63% in decoding common phrases for patients with speech impairments [3][4] - The institute has successfully completed surgeries for five patients with spinal cord injuries and ALS, demonstrating significant improvements in motor functions and the ability to perform tasks previously impossible [3][4] - The upcoming "North Brain No. 2" system aims to implant electrodes deeper into brain tissue for more precise signal capture, enhancing the control capabilities for patients [4] Group 2: Gene Therapy Innovations - The institute is also pioneering gene therapy techniques to treat conditions such as severe epilepsy and vision loss, with a new drug that can be injected directly into the epilepsy focus area to control seizures while preserving normal neural function [7] - A novel light-sensitive protein has been developed for visual restoration in patients with retinal diseases, showing significant improvements in vision for treated patients [6][7] - The institute has established a biotechnology company to facilitate the transition from basic research to clinical applications, aiming to shorten the time for technology commercialization [7]

Core Insights - The brain-computer interface (BCI) sector is experiencing significant advancements, with both domestic and international developments highlighting its potential [1][2][3] Industry Development - The BCI technology is a crucial intersection of neuroscience and brain-like computing, categorized into invasive, semi-invasive, and non-invasive types based on signal acquisition and output methods [2] - The market size for BCIs in China is projected to reach 3.2 billion yuan in 2024, exceeding 5.5 billion yuan by 2027; globally, the medical application market for BCIs is expected to reach between 40 billion to 145 billion USD from 2030 to 2040 [2] - Various local governments in China are actively promoting BCI industry development, with plans to establish a robust ecosystem by 2030, including breakthroughs in foundational research and technology [2][3] Company Initiatives - Companies in China are leading in the development of intelligent BCI systems, with "Beijing Brain No. 1" and "Beijing Brain No. 2" systems currently in clinical validation stages [4] - Sanbo Brain Hospital recently completed a successful trial using an invasive BCI to assist a hemiplegic patient in regaining motor function [4] - Chengyi Tong is focusing on non-invasive BCI technologies while also preparing for potential invasive applications [4] - Entropy Technology has launched a non-invasive BCI product aimed at enhancing focus among youth, utilizing scalp electrodes and flexible sensors [4]

芯智达业务发展总监李园表示，侵入式脑机接口"北脑二号"将于年内完成微型无线全植入工程机的开 发，并有望于明年进入临床验证阶段。"北脑二号"是高性能侵入式智能脑机系统，由北京脑科学与类脑 研究所联合北京芯智达神经技术有限公司研发。(科创板日报) ...

Core Viewpoint - China has reached a world-leading level in semi-invasive brain-computer interface (BCI) technology, with invasive BCI technology also accelerating towards catching up, particularly in the medical field for patients with major motor disorders [1][2]. Group 1: Technology Development - The semi-invasive intelligent brain-computer system "Beijing Brain No. 1" has completed two batches of five human implants, showing initial recovery effects in subjects, and is preparing for formal clinical trials [1][7]. - "Beijing Brain No. 1" is the first international system to achieve over 100 channels, high throughput, wireless full implantation, and near-practical application [5]. - "Beijing Brain No. 2" has achieved the first international success in enabling a monkey to intercept a moving target using thought, with plans for clinical validation next year [10][11]. Group 2: Patient Impact - The initial focus for "Beijing Brain No. 1" is on patients with paralysis and speech disorders, with the potential to help restore communication abilities for speech-impaired patients [2][8]. - Among the five patients implanted, one with speech impairment has achieved a 63% accuracy in decoding 62 words, demonstrating the system's capability to assist in communication [8]. - The other four patients, suffering from various motor function disorders, have shown improvements in rehabilitation, such as enhanced muscle strength and the ability to control mechanical arms [8][9]. Group 3: Market and Competition - China has become the second country globally, after the United States, to enter the clinical trial phase for invasive BCI technology [2]. - The competitive landscape in China's invasive BCI market is expected to accelerate technological advancements, although there is still a gap compared to global leaders like Neuralink, which supports up to 1024 channels [12]. - The establishment of Beijing Brain Institute and the company Chip Intelligence is aimed at promoting the commercialization of BCI technologies and integrating resources for more effective research and development [4][12].

合作伙伴征集：2025全球手术机器人大会 报名：首届全球眼科大会 | 暂定议程名额有限 报名：首届全球心血管大会 | 奖项申报 报名：首届全球骨科大会 | 奖项评选 如果把北京拟人化，那它大概就是个穿黑色羽绒服、格子衬衫的工程师，不爱抛头露面，也不擅长推销自己，甚至有点木讷。但只要你拉着他坐下来聊一聊，就会 发现他其实已经做出了全球领先的产品——只是他自己压根没想过要主动说出来。 2025年3月20日，在国务院新闻办公室发布上宣布， 2024年北京的医药健康产业突破了 1.06万亿 ，成为 全国首个 跨国万亿级的城市 （注意，不是上海，是北 京。上海还是9000多亿。）按理说，这是个值得好好讲讲的成绩，但北京嘛……这么大的消息竟然是在中关村论坛新闻发布会上，很靠后的位置，提了一句。 确实"做到了"这件事比"说出来"重要。但作为成长在北京的医疗科技媒体，思宇MedTech，决定替这个"工程师"北京讲一讲。 北京的医药健康产业，悄悄干成了第一 来看一组2024年的数据——不用PPT包装，不带宣传话术，全是实打实的成绩单： 这是什么概念？就像你身边那个沉默寡言的程序员，某天忽然写了一个AI，顺手拿了个全球竞赛冠军， ...