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首入审批“绿通”!脑机接口产业化提速,板块应声起舞
Ge Long Hui A P P· 2025-11-12 04:19
Core Viewpoint - The A-share market related to brain-computer interface (BCI) stocks has shown strong performance, driven by multiple favorable policies and significant technological advancements in the industry [1][4]. Group 1: Market Performance - A-share related concept stocks collectively surged, with notable gains including Aipeng Medical rising over 10% [1]. - Specific stock performances include: - Aipeng Medical: +10.57% to 31.38 - Taihe Technology: +7.69% to 34.73 - Beiyikang: +7.60% to 38.81 - Century Huatong: +7.44% to 18.92 - Innovation Medical: +5.54% to 23.44 [2]. Group 2: Policy Support - The BCI sector's strong rise is primarily driven by supportive policies from both central and local governments [1][4]. - The "14th Five-Year Plan" explicitly identifies BCI as a key future industry direction, aiming to promote it as a new economic growth point [4]. - Various local initiatives include the establishment of specialized incubation funds and innovation platforms to support BCI technology development [4]. Group 3: Technological Advancements - Shanghai Jieti Medical Technology's "implantable wireless brain-computer interface system" has entered the special review process by the National Medical Products Administration, marking a significant step towards commercialization [3]. - Recent technological breakthroughs include a flexible neural interface developed by the Chinese Academy of Sciences, which can monitor deep brain diseases [6]. - Internationally, MergeLabs is exploring non-invasive BCI pathways, indicating a broadening of technological possibilities [6]. Group 4: Market Potential - The global BCI market is projected to grow from approximately $2.62 billion in 2024 to $12.4 billion by 2034, indicating significant market potential [6]. - The Chinese BCI market is expected to grow from 3.2 billion yuan in 2024 to 6.14 billion yuan by 2028, attracting policy and capital investments [6]. Group 5: Investment Landscape - Over 1,000 disclosed financing transactions in the BCI field have occurred globally, with nearly 400 companies receiving investments totaling close to $10 billion [7]. - The BCI industry is anticipated to experience substantial development opportunities driven by technological innovations, policy support, and capital investments [7]. - Specific investment strategies include focusing on leading invasive companies, data reading capabilities, and the combination of medical and consumer applications in non-invasive methods [7].