脑机接口技术产品

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马斯克公布Neuralink新动作,微美全息(WIMI.US)加速脑机接口产业多场景布局
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-07-08 03:08
日前,马斯克旗下脑机接口公司Neuralink发布了一段长达一小时的视频,展示了他们最新的研究成果及 产品发展方向。 意念控制成真新进展 在视频中,Neuralink公布了未来几年的详细发展规划:在2025年第四季度,Neuralink计划在言语皮层进 行植入,目标是直接解码无声的"意图言语"。 到2026年,植入芯片的电极数量将提升至3000个,首位"盲视"(Blindsight)项目参与者也将加入,该项 目通过摄像头捕捉画面,并将信息转化为电信号刺激视觉皮层,帮助失明者重获视觉。 产业化落地进程迎来加速 在1999年上映的经典科幻片《黑客帝国》画面中,脑后接入线缆,就能够畅游计算机的虚拟世界;学习 知识不用花费时间,可直接传输到大脑中。如今,这并非是天马行空的幻想,而是基于"脑机接口"技术 的合理想象。 脑机接口被誉为"21世纪最具颠覆性的技术",从概念验证、临床研究到产品转化的闭环创新机制,近年 来全球脑机接口领域迎来关键突破,标志着脑机接口市场迎来高速增长,存在较大上升空间。 光大证券表示,伴随技术持续催化,脑机接口行业进入爆发前夜。未来脑机接口技术的应用将远超出了 医疗领域,无论是在教育、工业生产到 ...
每周股票复盘:麦澜德(688273)进军泌尿男科市场或成新盈利点
Sou Hu Cai Jing· 2025-05-24 15:02
Core Viewpoint - The company is focusing on expanding its business in the urology sector, particularly in the treatment of prostate diseases, which is expected to become a new growth point in the next 2-3 years [1][3]. Group 1: Business Performance - As of May 23, 2025, the company's stock price closed at 28.7 yuan, up 1.16% from the previous week, with a total market capitalization of 2.87 billion yuan [1]. - The company ranks 101 out of 126 in the medical device sector and 4226 out of 5148 in the A-share market [1]. Group 2: Product and Market Strategy - The decline in gross margin for the pelvic floor business is attributed to the initial low margins of new product promotions, but margins are expected to gradually recover as system solutions and combination sales strategies are implemented [1][3]. - The company is focusing on non-invasive brain-computer interface technology for neurodegenerative diseases, targeting conditions such as Alzheimer's and Parkinson's, with plans to expand application scenarios [1][3]. Group 3: Overseas Expansion - The short-term goal for overseas business is to deepen penetration in the Asia-Pacific market, while the long-term strategy shifts from "product output" to "demand-driven" approaches [2][3]. - The promotion of the Kangmei Center is still in its early stages, facing challenges such as medical insurance reimbursement limitations, while establishing model centers in Jiangsu and Zhejiang [2][3]. Group 4: Sales Strategy - The company employs a unique sales strategy that combines serious medical consumption with consumer medical seriousness, utilizing a tiered distribution model in serious medical markets and a multi-faceted marketing approach in consumer medical markets [2][3].
【私募调研记录】观合资产调研麦澜德
Zheng Quan Zhi Xing· 2025-05-23 00:09
Group 1 - The core viewpoint of the article highlights that 麦澜德 is focusing on the male prostate disease market, which is expected to become a new growth point in the next 2-3 years [1] - 麦澜德's gross margin in the pelvic floor business has declined due to low margins from new product promotions, but it is anticipated to gradually recover and stabilize [1] - The company is concentrating on common scenarios such as stroke and neurological injury rehabilitation, with its pricing policy still in the improvement phase [1] Group 2 - 麦澜德 employs non-invasive brain-machine interface technology, targeting neurodegenerative diseases, strokes, and pediatric cerebral palsy, with plans to expand application scenarios in the future [1] - The short-term goal for overseas business is to deepen the Asia-Pacific market, while the medium to long-term goal shifts from "product output" to "demand-driven" [1] - Nearly half of the research and development investment is allocated to projects involving AI technology [1] Group 3 - The promotion of 康美中心 is still in its early stages, facing core challenges such as medical insurance pricing restrictions, insufficient market pricing mechanisms in hospitals, and consumer demand recognition [1] - The company adopts a tiered distribution model in the serious medical market and a multi-faceted marketing approach in the consumer medical market, emphasizing compliant promotion [1]