行业研究 解码大脑交互密码，开启人机协同纪元 ——脑机接口行业深度报告 2025 年 12 月 26 日 要点 政策与技术双轮驱动，百亿级蓝海市场加速开启： 1973 年，美国神经科学家雅 克·维达尔首次提出了"脑机接口"概念，脑机接口开启了五十余年的发展历程。 脑机接口作为生命科学与信息技术融合的前沿领域，现在已到了从实验室走向产 业化临界点。在政策端，全球主要国家陆续发布了脑机接口相关计划，如美国 2013 年发布"脑计划"，由美国国立卫生研究院主导，其他联邦机构参与，项 目投入资金总额约 45 亿美元。我国在"十三五"时期将脑科学研究纳入国家科 技规划，后续资金规模可达数百亿元。今年 7 月，我国七部门联合发布《关于推 动脑机接口产业创新发展的实施意见》，明确 2027 年技术突破、2030 年产业 生态成型的目标。在技术端，脑机接口涉及的关键技术包括信号采集技术(核心 部件为电极、芯片)、信号处理技术(编解码算法等)、外设控制技术(如机器人、 仿生臂等)，神经调控技术(如深部脑刺激等)以及大数据计算平台等。据 Grand View Research 统计，全球脑机接口的市场规模从 2019 年 12 ...

Core Viewpoint - The brain-computer interface (BCI) industry is transitioning from a fragmented approach to a coordinated national strategy, aiming for sustainable development and innovation in the sector [1][3]. Group 1: Policy and Strategic Goals - The Ministry of Industry and Information Technology and other departments have issued an implementation opinion to promote the innovation and development of the BCI industry, outlining five key tasks and 17 specific measures [1][2]. - By 2027, breakthroughs in key BCI technologies are expected, with the establishment of advanced technical, industrial, and standard systems, and products reaching international standards [1][2]. - By 2030, the BCI industry aims to cultivate 2 to 3 globally influential leading enterprises and a number of specialized small and medium-sized enterprises, enhancing its international competitiveness [1]. Group 2: Industry Development and Application - The BCI industry is entering a new historical development phase, with a focus on accelerating the application of technology and innovation [3][4]. - The implementation opinion emphasizes the importance of enhancing basic hardware and software capabilities, promoting the application of technological achievements, and improving product interoperability and usability [3][4]. - Companies are expected to increase R&D investments in critical areas such as biocompatible materials and minimally invasive implantation techniques [5][6]. Group 3: Funding and Support - The implementation opinion encourages increased funding support for the BCI industry, including investments from national manufacturing transformation funds and small enterprise development funds [4][5]. - This financial backing is anticipated to accelerate the development of core components and systems in the BCI sector, particularly in key industrialization processes [4][5]. Group 4: Standards and Regulatory Challenges - The sustainable development of the BCI industry relies on the establishment of a comprehensive standard system, including communication protocols for various BCI components [7][8]. - The opinion highlights the need for a data governance framework to protect user information and enhance the security of biological digital information [7][8]. - There are calls for a structured approach to clinical trials and data management to ensure the safety and efficacy of BCI products, particularly in sensitive areas involving brain data [9][10].