证券日报网讯 1月13日，优刻得在互动平台回答投资者提问时表示，脑虎科技既是公司的客户，也是公 司多年来共同成长的战略合作伙伴。自2022年起，优刻得与脑虎科技就建立了战略合作关系，共同推进 脑电数据的云端化处理。2023年，优刻得与脑虎科技、复旦大学附属华山医院共同入选上海市未来产业 脑机接口专家委员会成员单位，充分发挥在云计算、大数据、人工智能领域的先进优势，共同探索脑机 接口技术在医疗康复领域的应用。2024年以来，优刻得与脑虎科技进一步深化合作，共同参与了上海市 脑机接口领域的重大科研项目申报。双方联手研发"植入式言语合成脑机接口产品"，旨在帮助失语患者 恢复部分语言功能。目前，借助优刻得的高性能算力与可靠的数据存储能力，脑虎科技已成功搭建了 GPU算力平台和语料数据管理系统。云计算是AI时代重要的基础设施，作为国内领先的中立第三方云 计算服务商，优刻得一方面将智能算力高效、精准地提供给千行百业的企业客户，另一方面充分发挥自 身算力运营优势和技术研发能力，与部分前沿行业的重点客户开展多维度合作，共同探索AI应用场景 和商业闭环路径，努力推动AI解决实际问题、创造经济价值。 （编辑 丛可心） ...

格隆汇1月13日丨优刻得(688158.SH)在投资者互动平台表示，脑虎科技既是公司的客户，也是公司多年 来共同成长的战略合作伙伴。自2022年起，优刻得与脑虎科技就建立了战略合作关系，共同推进脑电数 据的云端化处理。2023年，优刻得与脑虎科技、复旦大学附属华山医院共同入选上海市未来产业脑机接 口专家委员会成员单位，充分发挥在云计算、大数据、人工智能领域的先进优势，共同探索脑机接口技 术在医疗康复领域的应用。2024年以来，优刻得与脑虎科技进一步深化合作，共同参与了上海市脑机接 口领域的重大科研项目申报。双方联手研发"植入式言语合成脑机接口产品"，旨在帮助失语患者恢复部 分语言功能。目前，借助优刻得的高性能算力与可靠的数据存储能力，脑虎科技已成功搭建了GPU算力 平台和语料数据管理系统。 云计算是AI时代重要的基础设施，作为国内领先的中立第三方云计算服务 商，优刻得一方面将智能算力高效、精准地提供给千行百业的企业客户，另一方面充分发挥自身算力运 营优势和技术研发能力，与部分前沿行业的重点客户开展多维度合作，共同探索AI应用场景和商业闭 环路径，努力推动AI解决实际问题、创造经济价值。 ...

Group 1 - Brain Tiger Technology announced the completion of the first clinical trial for its fully implanted, wireless, and fully functional brain-computer interface (BCI) product, which is the first in China and the second globally with an internal battery [1] - The BCI product allows a patient with complete paralysis below the shoulders for 8 years to browse the web and play games after training, showcasing significant advancements in user capabilities [1] - The product eliminates the risk of infection associated with traditional external systems by having all core modules, including the battery, fully implanted, and it offers true "wireless freedom" through integrated wireless power and data transmission [1] Group 2 - According to Huafu Securities, the global brain-computer interface market is projected to reach approximately $2.62 billion in 2024, $2.94 billion in 2025, and is expected to grow to $12.4 billion by 2034, with a compound annual growth rate (CAGR) of 17.35% over the next decade [1] - The Chinese brain-computer interface market is estimated to be 3.2 billion yuan in 2024, with expectations to reach 6.14 billion yuan by 2028 [1] - UCloud and Brain Tiger Technology are collaborating on a "speech synthesis brain-computer interface product" as part of Shanghai's 2024 "Technology Innovation Action Plan" [2] - Weisi Medical has been focusing on the non-invasive brain-computer interface field and has developed core technologies for high-precision EEG signal acquisition, environmental interference correction, neural feature extraction, and machine learning decoding algorithms [2]

Core Insights - The establishment of the first brain-computer interface (BCI) outpatient clinic in Central China marks a significant step in the development of BCI technology, providing assessment and treatment consultations for patients nationwide [1] - The BCI industry is experiencing rapid growth driven by favorable policies and technological breakthroughs, with 2023 being a pivotal year for transitioning from research to clinical applications [1][2] - The global market for BCIs in the medical field is projected to reach $40 billion by 2030 and exceed $145 billion by 2040, with China's market expected to grow from 3.2 billion yuan in 2024 to over 5.5 billion yuan by 2027, maintaining an annual growth rate of around 20% [3] Policy Developments - The establishment of a BCI standardization technical committee by the Ministry of Industry and Information Technology aims to develop industry standards across various domains, including ethics and safety [2] - The National Healthcare Security Administration has introduced guidelines for pricing BCI services, paving the way for clinical applications [2] - Local governments are actively promoting BCI industry cultivation plans, with Beijing and Shanghai aiming to become global leaders in BCI technology and applications by 2030 [2] Clinical Applications - BCI technology is rapidly advancing from laboratory research to clinical applications, with several hospitals already implementing BCI systems [4] - Shanghai's Shuli Intelligent Technology has reported its AI multimodal BCI platform entering clinical use in multiple top-tier hospitals [4] - The first long-term implantation clinical trial of an invasive BCI system was completed at Fudan University, with plans for market launch by 2028 [4] Corporate Strategies - Companies are increasingly investing in BCI applications, with Sanbo Neuroscience collaborating with research institutions to bridge innovation and clinical application [5] - Cheng Yi Tong is pursuing a dual-track strategy for invasive and non-invasive BCI technologies, positioning BCI as a key growth area [5] - Yike De is working on a collaborative project to develop an implantable speech synthesis BCI product aimed at helping patients with speech impairments [5] Industry Challenges - Experts highlight several key challenges to large-scale BCI commercialization, including technical standardization, ethical concerns, and the need for interdisciplinary talent [6] - Issues such as biocompatibility, signal interference, and the lack of unified standards hinder the scalability of BCI devices [6] - The high costs of invasive systems and limited insurance coverage pose significant barriers to market entry [6] Recommendations - It is suggested to accelerate the establishment of a technology, standards, and regulatory framework for BCIs, along with exploring diverse payment models for clinical applications [7] - Enhancing collaboration between industry and academia is crucial for developing interdisciplinary talent and reducing redundant efforts in BCI research [7]

Core Viewpoint - The launch of patient enrollment for the clinical cohort study of brain-machine interfaces (BMIs) in China marks a significant step towards the clinical application of implanted BMIs, with 2025 being a pivotal year for the technology's commercialization in the country [1][2]. Industry Development - The clinical cohort study led by Huashan Hospital and Beijing Xuanwu Hospital aims to validate the effectiveness and safety of implanted BMI treatment solutions [1]. - The NEO semi-invasive BMI, developed in collaboration with Tsinghua University and Borui Kang Medical Technology, is set to begin large-scale clinical trials in 2025, targeting 30 to 50 patients with spinal cord injuries [2]. - The market for BMIs in China is projected to grow from 3.2 billion yuan in 2024 to 5.58 billion yuan by 2027, with an average annual growth rate of around 20% [3]. Commercialization Potential - The commercialization of implanted BMIs is expected to prioritize medical rehabilitation applications in the short term, while expanding into consumer scenarios such as smart driving and virtual reality in the long term [4]. - Policies and local government initiatives are actively supporting the development of the BMI industry, with specific pricing projects established for invasive BMI procedures [3]. Company Strategies - Companies like Chengyi Tong and Lihua Kechuang are focusing on dual-track strategies involving both invasive and non-invasive BMIs, emphasizing deep collaborations with renowned universities for technological advancements [6]. - Lihua Kechuang is investing in the development of fully implanted wireless BMI systems through its partnerships with startups in the field [6]. - Companies are encouraged to increase R&D investments to overcome key technical challenges and to collaborate closely with hospitals to expedite clinical trials and product registrations [7].