脑机接口电极

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中泰证券:政策与技术共振下 脑机接口迎来产业加速发展期
Zhi Tong Cai Jing· 2025-08-21 06:40
中泰证券发布研报称,考虑到脑机接口目前处于商业化起步阶段,当前市场主要以主题投资风格为主。 从产业趋势上看,该行建议侵入式和非侵入式参考不同的标准,其中侵入式的建议关注临床进展较快的 如爱朋医疗(300753)(300753.SZ)、高德红外(002414)(002414.SZ)、岩山科技(002195) (002195.SZ)等,非侵入式的建议关注商业化进展靠前的如翔宇医疗(688626)(688626.SH)、创新医疗 (002173)(002173.SZ)、诚益通(300430)(300430.SZ)等。 中泰证券主要观点如下: 政策在资金、规划、支付三个层面明确支持脑机接口发展 (1)资金层面:全球主要国家投入数十亿美元支持基础研究与应用开发,美国BRAIN计划、欧盟"人脑计 划"等持续加码,中国也逐步跟进;(2)规划层面:脑机接口已从"十二五"基础研究阶段迈入"十四五"产业 落地阶段,工信部等七部门在2025年7月末出台专门政策,推动产业快速成长;(3)支付层面:国家医保局 首次为脑机接口设立独立收费项目,湖北、浙江、江苏、广东等地率先落地价格标准,为其进入临床应 用奠定制度保障。政策与资金支持的结 ...
深圳全球招聘博士后,攻关植入式脑机接口技术临床转化
Nan Fang Du Shi Bao· 2025-07-07 13:06
Group 1 - A Shenzhen medical technology company has announced a recruitment for a postdoctoral researcher focused on clinical brain-machine interface (BMI) technology, indicating a new phase in the intersection of neuro-medicine and artificial intelligence in Shenzhen [1][3] - Shenzhen has identified brain-machine interface technology as one of the disruptive technology fields to focus on over the next five years, with significant advancements in clinical applications for patients with disabilities [3][4] - The Shenzhen Second People's Hospital has established a dedicated center for clinical evaluation and research of brain-machine interfaces, aiming to facilitate the transition from research to practical applications [3][4] Group 2 - Shenzhen Weiling Medical Technology Co., Ltd. specializes in the research and development of medical-grade wireless brain-machine interface technology, having achieved breakthroughs in micro-invasive implantation techniques [4] - The hospital has conducted over 500 related surgeries for various neurological disorders, making it one of the few institutions in China capable of large-scale clinical validation in this field [4][5] - The postdoctoral researcher position requires candidates with backgrounds in computer science, computational neuroscience, and biomedical engineering, emphasizing the need for interdisciplinary expertise [5] Group 3 - The role is critical for advancing technology from the laboratory to clinical settings, focusing on high-precision neural signal acquisition and real-time decoding algorithm optimization [5] - The Shenzhen Second People's Hospital is exploring collaborative models that integrate neurosurgery, rehabilitation medicine, and artificial intelligence to enhance patient care [5]
热门主题 谨慎介入
Shen Zhen Shang Bao· 2025-07-03 16:50
Core Viewpoint - The brain-computer interface (BCI) sector is expected to continue its strong performance, with long-term growth potential, but there are warnings about short-term speculative risks [1][2]. Industry Outlook - The BCI industry chain is rapidly improving, with projections indicating that the medical application market for BCIs could reach $40 billion by 2030. Companies involved in rehabilitation medical devices, BCI electrodes, chips, and intelligent brain systems are recommended for investment [1]. - Invasive BCIs are nearing large-scale clinical trial thresholds, while non-invasive BCIs are moving towards industrialization. Each advancement in BCI commercialization is anticipated to attract significant global market attention, enhancing investment sentiment in related sectors [1]. Investment Recommendations - Analysts suggest focusing on three main investment lines: 1. Domestic companies that could benefit from overseas industry breakthroughs [1]. 2. Companies likely to launch consumer-grade BCI products [1]. 3. Application companies that stand to gain from the implementation of BCI products [1]. Short-term Risks - There is a cautionary note regarding the current speculative atmosphere in the A-share market, with concerns about whether listed companies can achieve sustainable profitability and results in the BCI sector [2]. - Investors are advised to focus on the fundamentals of BCI-related companies, including their technological capabilities, real business implementations, and market positioning. Given the recent significant price increases, it is recommended to accumulate shares of companies with core technologies during market corrections [2]. - Following a recent surge in stock prices, some BCI-related stocks have experienced a pullback, indicating potential volatility in the market [2].