到2026年，植入芯片的电极数量将提升至3000个，2027年进一步提升至1万个，2028年将超过2.5万个。这将 使设备能够触及更深层脑区，用于治疗精神类疾病、神经性疼痛等。 2027年，Neuralink计划实现多设备植入，例如在运动、言语、视觉皮层同时植入。 此外，该公司还计划在2026年启动"盲视"(Blindsight)项目，通过摄像头捕捉画面并转化为电信号刺激视觉 皮层，帮助失明者重获视觉。 （图片来源：摄图网） 当地时间6月27日，埃隆·马斯克旗下的脑机接口公司Neuralink发布了一段长达一小时的视频，展示了其脑机 接口最新的研究成果及未来发展规划。通过植入N1芯片，脊髓损伤患者用意念操控机械手、渐冻症患者通 过思维"重获语言"、未来人类或可"脑控"特斯拉人形机器人Optimus…… Neuralink的核心突破在于其植入式设备N1芯片。这款如硬币大小的芯片可无线充电，通过1024个电极实时 捕捉大脑神经信号，并将其转化为数字指令。 目前，全球已有7名受试者接受植入手术(4名脊髓损伤患者、3名渐冻症患者)，他们平均每周使用设备超50 小时，峰值超100小时，甚至能用思维玩电子游戏、操控虚拟机 ...

Group 1: Industry Overview - The medical device industry is experiencing unprecedented growth opportunities driven by the government's "old-for-new" policy, which injects strong momentum into the sector [1] - The market for medical equipment procurement has seen explosive growth, with a 58.87% increase in public tender announcements from 2,412 last year to 3,832 this year by the end of May [3] - Significant increases in procurement amounts have been reported, with Fujian province's budget for CT and MR equipment reaching 897 million yuan, and Hubei province's investment for equipment upgrades rising to 260 million yuan [3] Group 2: Market Demand and Growth - The demand for medical devices is robust, with various segments showing substantial growth: medical imaging equipment up 106%, radiation therapy equipment up 83%, surgical equipment up 80%, life support equipment up 73%, and in vitro diagnostic equipment up 44% in the first four months of the year [3] - By 2025, the demand for medical equipment updates is expected to reach approximately 30 billion yuan, in addition to 40 to 50 billion yuan of unexecuted orders from 2024, leading to a total order volume in the hundreds of billions [3] Group 3: Policy Support - The State Council's plan aims for a 25% increase in medical equipment investment by 2027 compared to 2023, coinciding with the need to replace aging medical imaging devices [4] - Various policies, including special bonds and financial incentives for upgrading medical equipment, are being implemented to support the construction of public health and grassroots medical institutions [4] - The industry is expected to enter a new cycle of growth lasting about ten years, driven by the implementation of supportive policies and funding [4] Group 4: Company Strategies and Performance - Medical device companies are actively preparing for market expansion, with high levels of engagement in procurement projects, achieving over 60% success rates in recent tenders [5] - Companies like Super Research and Mindray are reporting multiple successful bids for their medical devices, indicating strong market recognition and competitive advantages [5][6] - The industry anticipates a significant improvement in overall performance starting in the third quarter of this year, as many previously announced procurement plans are expected to materialize [6]

"以旧换新"正为医疗器械行业注入强劲动能。今年来，各地卫健委密集开展市场调研，医疗设备集采大 单频传。截至5月底，相关招标公告数量同比增近六成。据统计，前4个月，多个细分领域医疗设备市场 规模显著上扬，业内人士预计，全年设备更新订单总量有望达数百亿元。 政策东风之下，一轮新的增长周期开启，医疗器械板块上市公司摩拳擦掌抢占市场。随着订单陆续落 地，业内预计三季度行业营收将迎来较为明显的增长。 集采大单频现 2025年是医疗器械公司的市场经理们异常忙碌的一年。一个令他们十分熟悉的场景是，在给定的20分钟 时间内，快速介绍公司产品的核心技术和先进性，并宣讲公司的服务能力、售后维保、市占率等情况， 接受采购方的询问，在互动答疑中发现市场需求点，并快速调整方案。 今年以来，类似这样的市场调研活动在全国各地密集展开。这类活动的发起方，通常是各省市卫健委。 通过市场调研，各地卫健委可以全面掌握市场信息，为后面的集采方案做准备。企业通过采购单位发布 的预算价，可以提前准备更适配的产品，提高中标概率。 据证券时报记者从中国政府采购网上统计，截至5月31日，中央和地方的医疗设备采购公开招标公告共 计3832条，相比去年同期的24 ...