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脑机接口行业再迎利好催化,概念股大爆发
Zheng Quan Shi Bao· 2025-08-10 08:44
Core Viewpoint - The brain-computer interface (BCI) industry in Hubei is experiencing significant positive developments, including the establishment of the Hubei BCI Industry Innovation Development Alliance and the introduction of the first national medical service pricing standards for BCI, which are expected to accelerate clinical application and market growth [1][2][4]. Group 1: Industry Developments - The Hubei BCI Industry Innovation Development Alliance aims to create a comprehensive ecosystem covering basic research, clinical transformation, and industrial application, with support from local universities and companies [2]. - The region has established a dual-track development model for BCI technology, including both invasive and non-invasive methods, with notable achievements such as the first clinical test of an implanted chip for brain tumor patients [2][3]. - The government has set ambitious goals for the BCI industry, including the creation of 2-3 industrial clusters by 2027 and the establishment of a reliable industrial system by 2030, aiming to cultivate globally influential companies [4]. Group 2: Market Performance - A-share BCI concept stocks have surged recently, with companies like Innovate Medical and Beiyikang seeing significant weekly gains of nearly 18% and over 21%, respectively, driven by favorable policies and market sentiment [1][4]. - The BCI market in China is still in its early stages, with over a hundred companies having products in clinical phases, indicating potential for growth as the industry matures [5]. Group 3: Market Size and Growth Potential - The global BCI market is projected to reach $2.62 billion in 2024 and $2.94 billion in 2025, with the medical sector alone potentially reaching $40 billion between 2030 and 2040 [6]. - The compound annual growth rate (CAGR) for the medical BCI market is expected to exceed 10%, highlighting the significant growth potential in this sector [6]. Group 4: Technological Innovations - Recent technological advancements in neural decoding algorithms, new neural interfaces, and high-throughput chips are driving innovation in the BCI field [6]. - Clinical trials for new BCI devices are being conducted in multiple centers, with plans to enroll patients for spinal cord injury treatments, showcasing the practical application of these technologies [6].
利好来了!刚刚,重磅宣布!
券商中国· 2025-08-10 07:52
脑机接口行业再迎利好催化。 据最新消息,近日,湖北省医疗科技创新成果发布会召开,宣布湖北脑机接口产业创新发展联盟在光谷成立。此外,湖北率 先发布全国首个脑机接口医疗服务价格标准,加速技术向临床转化。 受一系列利好政策刺激,近期A股脑机接口概念股持续爆发,倍益康本周累计涨幅超21%,创新医疗周涨幅近18%,南京熊 猫、三博脑科等跟涨。有券商机构指出,在技术革新和政策红利的双重催化下,脑机接口有望快速实现突破。 重磅宣布 8月10日,据"中国光谷"官微消息,8月9日,湖北省医疗科技创新成果发布会召开,宣布湖北脑机接口产业创新发展联盟在光 谷成立。 "中国光谷"表示,下一步,将构建"1+1+N"全链条服务体系,通过整合区域优势资源打造覆盖全周期的创新生态:建设多中心 临床试验基地,依托同济医院、协和医院等优质医疗资源建立科技伦理审查和临床评价体系;打造产学研医一体化创新中 心,集成成果转化、微纳加工、数据平台和行业交流等功能;构建产业配套支撑体系,支持企业建设研发生产基地、概念验 证中心及检验检测平台,形成从概念验证到产业转化的全链条服务能力,推动脑机接口领域创新成果高效转化,助力湖北省 抢占脑机接口产业战略制高点 ...