近日，山西医科大学第一医院脑机接口临床研究中心、山西省人民医院脑机接口及神经调控转化病房、 山西省针灸医院脑机接口与针灸融合创新研究中心相继揭牌。三家特色机构的密集落地，为山西脑机接 口研究与临床应用按下"加速键"。 脑机接口技术作为备受全球瞩目的新型人机交互方式，其通过在大脑与外部设备间建立连接通路，以实 现生物智能与机器智能的协同交互。 聚焦脑机接口 山西密集落地临床应用与研究平台 中新网太原11月18日电 题：聚焦脑机接口 山西密集落地临床应用与研究平台 中新网记者 范丽芳 根据中国官方规划，到2027年，脑机接口核心关键技术取得突破，电极、芯片和整机产品性能达到国际 先进水平。目前，这套系统正逐步从实验室走向手术室。 精准手术：脑机接口为手术装上"精密导航仪" 在山西省人民医院，一名罹患脑功能区高级别胶质瘤的中年男性患者，因肿瘤位于运动功能区关键区 域，传统手术面临"切除不彻底"与"损伤神经功能"的两难困境。 11月3日，手术团队采用脑机接口技术结合术中唤醒方案，通过植入皮层电极实时监测并解码大脑神经 信号，绘制出高分辨率脑功能区地图。该院神经外科主任吉宏明说，医生凭借这份实时"导航图"，实现 肿瘤的 ...

"从世界范围来看，65岁人群患老年痴呆的概率是6.3%～6.5%，但90岁人群得痴呆的概率高达52%。但 这个概率是可以改变的！"11月8日，在乌镇举行的世界互联网大会数智健康论坛上，中国科学院院士陆 林表示，脑机接口技术为阿尔兹海默症等脑疾病防控带来了新希望。"马斯克在做的一些事情，我们在 国内都做到了，并且我们的临床病例比他做的更多。" 陆林院士 马斯克在做什么？ 从2016年创立脑机接口技术公司Neuralink起，马斯克就一直在"盯"着团队研发通过植入电极来实现人脑 与外部设备交互的技术。今年6月，Neuralink报告称有7名患者完成了植入，他们已经重获跟物理世界交 互的能力，可以用大脑玩马里奥赛车、使命召唤，甚至可以控制机械臂写字。10月，Neuralink又展示了 第八位受试者——一位渐冻症患者通过脑机接口控制机械臂进食的画面。"未来AI小模型、脑机接口和 6G网络会颠覆现在的手机形态，我们和世界的接口不再是手指，而是意识。"马斯克宣称。 而在国内，相关研究也一直在有条不紊地展开，只是并不如马斯克这么高调。 2025年3月，一位因高压电事故四肢截肢的男性患者植入了脑机接口系统。借助该系统，他可以 ...

Investment Rating - The report maintains an investment rating of "Outperform" for the brain-computer interface (BCI) industry [1] Core Insights - Continuous policy support is evident, with the Ministry of Industry and Information Technology and six other departments releasing implementation opinions to promote BCI innovation [2] - Significant technological and clinical breakthroughs have been achieved, including China's first invasive clinical trial for BCI technology [2] - The global BCI market is projected to exceed $10 billion, with a compound annual growth rate (CAGR) of over 13% from 2019 to 2023 [2] Summary by Sections What is Brain-Computer Interface? - BCI is defined as a communication system that establishes a direct connection between the brain and external devices, enabling interaction through brain wave recognition [7][10] - The technology is expected to revolutionize medical rehabilitation, assistive communication, and intelligent control [7] Why is BCI at a Critical Turning Point for Industrialization? - Policy support has intensified, with a clear roadmap for BCI standardization and development outlined by various government bodies [35][41] - The industry is expected to see significant advancements in technology and clinical applications, with a focus on creating a robust ecosystem by 2030 [35][46] Investment Recommendations - Companies to watch include Sanbo Brain Science, Zhongke Information, Entropy Technology, and Yanshan Technology, which are involved in clinical applications or product development [2]

Core Viewpoint - The article emphasizes the importance of advancing high-level technological self-reliance and innovation as a cornerstone for high-quality development during the "14th Five-Year Plan" period, with a focus on emerging industries like brain-computer interfaces and embodied intelligence as new economic growth points [1][11]. Brain-Computer Interface Industry - Brain-computer interface (BCI) technology allows users to control external devices through brain signals, offering unprecedented solutions for patients with conditions like Parkinson's and Alzheimer's [5]. - China successfully conducted its first prospective clinical trial of invasive brain-computer interfaces on March 25, 2025, becoming the second country globally to enter this phase after the United States [5]. - The domestic-developed BCI system used in trials is currently the smallest in the world [7]. - The BCI market in China is projected to reach approximately 3.2 billion yuan in 2024, with expectations to exceed 120 billion yuan by 2040, reflecting a compound annual growth rate of 26% [9]. - BCI technology is transitioning from concept to application, marking a significant point of growth as it was included in future industries in 2024 and elevated to a national strategy by July 2025 [11]. - Key medical devices focusing on motion BCIs, language synthesis, visual reconstruction, and neural regulation are expected to emerge during the "14th Five-Year Plan" period, leading to disruptive technologies [13]. AI and Large Model Technology - The emergence of large model technology is creating tangible connections between virtual and real worlds, exemplified by AI-assisted glasses that help visually impaired individuals navigate their environment [15][16]. - These glasses utilize computer vision technology to quickly identify obstacles and provide feedback within 300 milliseconds, supported by powerful computing systems [20]. - The rapid decline in computing costs, driven by core technology innovations, is enabling more practical applications of artificial intelligence across various industries [22]. - The daily token consumption for China's AI large models surged from 100 billion to over 30 trillion within a year and a half, indicating rapid growth in technology and market demand [22][23]. - A specialized incubation platform for large models has attracted over 200 companies, creating a comprehensive ecosystem covering key areas like chip design, model algorithms, and industry applications [25]. - The talent pool in Shanghai's AI sector has reached nearly 300,000, with a significant proportion being younger generations, indicating a shift in workforce demographics [25]. - The article highlights the transition of AI technology from being a key technology to becoming a core production factor, emphasizing the need for practical applications that are accessible to the public [26].

Investment Rating - The report indicates a positive outlook for the brain-computer interface (BCI) industry, driven by technological advancements and market demand, with specific investment recommendations for various segments [5][46]. Core Insights - The brain-computer interface industry is experiencing rapid innovation across different technological paths, including invasive, semi-invasive, and non-invasive methods, each with distinct performance and risk profiles [2][3]. - The global BCI market is projected to reach approximately $2.6 billion by 2024, with a compound annual growth rate (CAGR) of about 13% from 2023 to 2027, while the domestic market in China is expected to reach around 3.2 billion RMB, with a CAGR of approximately 19% from 2024 to 2027 [3][33]. - Non-invasive methods currently dominate the market, accounting for 82% of the total market share due to their safety, ease of use, and diverse application scenarios [41][43]. Summary by Sections Technology Comparison - Invasive BCIs provide the best signal quality but involve significant surgical risks, while non-invasive BCIs are safer and more widely applicable, albeit with lower signal quality [14][15]. - Semi-invasive methods balance signal quality and surgical risk, showing potential for future medical applications [22][26]. Market Dynamics - The BCI industry is characterized by a complex supply chain where upstream components like electrodes and chips are critical for performance, midstream focuses on system integration, and downstream applications are expanding from healthcare to consumer markets [44][45]. - The report highlights the urgent demand for rehabilitation solutions in the medical field, particularly for stroke and disability recovery, which presents a substantial market opportunity [40][41]. Policy and Regulatory Environment - The Chinese government has issued clear policies to support the BCI industry, including the "Implementation Opinions on Promoting the Innovative Development of the BCI Industry," which outlines development goals for 2027 and 2030 [46][48]. - The establishment of reimbursement policies for BCI projects is expected to alleviate financial barriers and promote industry growth [46][48]. Investment Recommendations - The report suggests focusing on leading companies in the invasive segment, particularly those innovating in flexible electrodes and specific algorithms, such as JieTi Medical and Brain Tiger Technology [5][6]. - For semi-invasive methods, attention should be given to companies that enhance data reading and patient enrollment, such as BoRuiKang and SanBo Neuroscience [5][6]. - In the non-invasive sector, companies that integrate medical and consumer applications, like QiangNai Technology and WeiSi Medical, are recommended for investment [5][6].

Group 1: Core Economic and Social Development Strategies - The "15th Five-Year Plan" emphasizes the construction of a modern industrial system, a strong domestic market, and coordinated regional development [1] - The plan aims to cultivate emerging and future industries, with a focus on sectors like quantum technology, bio-manufacturing, hydrogen energy, nuclear fusion, brain-machine interfaces, embodied intelligence, and 6G mobile communication [2][5] Group 2: Brain-Machine Interface (BMI) Industry Development - The BMI technology is recognized for its potential to transform economic structures and improve social welfare, with applications in medical rehabilitation and industrial manufacturing [2] - The "Implementation Opinions" issued in July 2025 will elevate the BMI industry to a national strategic level, aiming for breakthroughs in core technologies by 2027 and positioning the industry among the world's leaders by 2030 [3][5] - The BMI industry is projected to create a market scale in the hundreds of billions, generating numerous high-skilled jobs and enhancing China's competitive edge in global technology [5][6] Group 3: Policy and Market Support - The policy framework for BMI has evolved from local pilot projects to a comprehensive national strategy, fostering a collaborative environment among various government departments [3] - Local governments are responding rapidly, with initiatives like the establishment of specialized action plans and funding to support BMI innovation and development [3][4] - The integration of AI with BMI is expected to enhance the efficiency of brain signal decoding, leading to significant advancements in the industry [5][6] Group 4: Commercialization and Market Applications - Companies are exploring diverse business models in the BMI sector, including partnerships for clinical applications and consumer products, indicating a dual focus on B2B and B2C markets [6] - The BMI technology is anticipated to transition from niche applications to widespread use, aligning with China's goals for health and digital economy [6][7] - The current trajectory of BMI development in China highlights significant advancements in medical applications, particularly in areas like Parkinson's disease and mental health, supported by strong policy and market demand [6][7]

Investment Rating - The report maintains an "Outperform" rating for the brain-computer interface (BCI) industry [1] Core Insights - The brain-computer interface industry is rapidly developing, enabling direct communication between the brain and external devices, with significant advancements in technology and market potential [2][3] - China holds multiple advantages in developing the BCI industry, including technological leadership in non-invasive interfaces, a growing industrial base, and increasing market demand driven by an aging population and industrial upgrades [22][18] - The BCI technology involves four core steps: neural signal acquisition, signal processing and feature extraction, decoding and machine learning, and feedback and control [27][24] - The BCI industry has a complete supply chain covering upstream (materials, chips, electrodes), midstream (signal acquisition and processing), and downstream (medical health, consumer life, industrial production) applications [58][71] Summary by Sections Industry Investment Rating - The report maintains an "Outperform" rating for the BCI industry [1] Industry Overview - The BCI technology allows for a new communication channel between the brain and external devices, with applications expanding due to advancements in neuroscience and artificial intelligence [2][3] - The global BCI market is projected to grow from approximately $2.62 billion in 2024 to $2.94 billion in 2025, and is expected to reach $12.4 billion by 2034 [2] Technological Development - BCI technology is evolving through three main paths: invasive, semi-invasive, and non-invasive methods, each with distinct advantages and applications [28][30] - Invasive interfaces provide the most precise neural signal acquisition but come with higher risks, while non-invasive interfaces are safer and more user-friendly [41][45] Market Applications - The BCI industry is witnessing rapid growth in various application scenarios, including medical rehabilitation, consumer electronics, and industrial production [58][71] - The medical health sector is currently the largest application area for BCI technology, accounting for approximately 47.62% of the market, with significant potential in rehabilitation and neurodiagnostics [71]

Core Insights - The article emphasizes the importance of integrating engineering thinking with academic research for product managers, particularly in the field of brain-computer interfaces (BCI) [1][15][19] Group 1: Product Manager's Role - The role of a product manager has evolved from focusing on detailed requirements in large companies to a broader, holistic approach that considers business models and resource allocation [2][15] - Academic research can significantly enhance a product manager's technical capabilities, allowing for a more efficient approach to overcoming technical barriers [1][15] Group 2: Literature Review Focus - Product managers should focus on four key areas when reviewing literature: project summaries, availability of open-source code, implementation logic of systems or algorithms, and limitations of the algorithms [2][4][13] - The importance of understanding the research timeline is highlighted, with a recommendation to prioritize studies published within the last four years to ensure relevance and applicability [14] Group 3: Practical Applications - Open-source research articles often provide valuable resources such as hardware schematics and algorithms, which can be utilized for product development [4][5] - Visual representations in research papers, such as flowcharts, can save time in understanding complex methodologies and technical implementations [12][8] Group 4: Career Insights - The article notes that individuals with a PhD in computer science or technology often experience significant salary increases and have favorable job prospects [15] - The integration of engineering and academic research is crucial for successful product commercialization and user experience [15][19]

Core Insights - The latest research published in "Nature: Machine Intelligence" indicates that an AI-assisted brain-computer interface (BCI) system significantly enhances the ability of paralyzed individuals to complete tasks by interpreting intentions and assisting actions [1][3]. Group 1: Technology Development - A non-invasive BCI system developed by a research team at UCLA utilizes electrodes to read brain activity and employs machine learning to optimize action control [3]. - The system features two AI "co-drivers": one guides the computer cursor, while the other assists in operating a robotic arm [3]. Group 2: Performance Improvement - During testing, a paralyzed subject with spinal cord injury demonstrated a 3.9 times improvement in cursor control when assisted by the AI co-driver compared to without it [3]. - Healthy subjects experienced a 2.1 times increase in control ability with AI assistance [3]. - The paralyzed subject was able to manipulate a robotic arm to move colored blocks to specific locations, a task that was impossible without AI assistance [3]. Group 3: Practical Implications - The shared control model may enhance the practicality and efficiency of BCIs in daily use, potentially allowing users to complete more complex tasks as AI systems evolve [3]. - The introduction of AI co-driver technology marks a significant shift from passive decoding of brain signals to a collaborative driving approach, reducing cognitive load for users [4]. - This advancement could enable paralyzed individuals to perform daily tasks independently, such as typing, eating, or organizing items, thus transforming AI into a supportive tool rather than a mere executor [4]. Group 4: Future Prospects - As algorithms improve, there is potential for applications in wheelchair navigation and smart home integration, empowering individuals with disabilities and making "thought control" a reality in everyday life [4].

Core Insights - Scientists have achieved a significant breakthrough in brain-computer interface technology by decoding "inner speech" brain activity with an accuracy of 74%, opening new avenues for helping patients with severe speech impairments to communicate naturally [1][2]. Group 1: Research Findings - The research team implanted microelectrodes in the motor cortex of participants suffering from severe paralysis due to amyotrophic lateral sclerosis or brainstem strokes [2]. - It was found that both attempting to speak and imagining speech activate overlapping areas of the brain, producing similar neural activity patterns, although the signal strength of "inner speech" is generally weaker [2]. - The team trained an AI model using data collected from "inner speech," enabling the brain-computer interface system to decode imagined sentences from a vocabulary of up to 125,000 words with a 74% accuracy rate [2]. Group 2: Communication Mechanism - The research team demonstrated a password control mechanism that allows the system to temporarily ignore "inner speech" and switch to a keyword password unlocking mode, achieving over 98% accuracy in recognizing and activating the decoding function when users silently think of specific phrases [2]. - Although the technology is not yet perfect in processing "inner speech," advancements in sensors and algorithms are expected to lead to more sophisticated devices capable of facilitating fluid communication akin to everyday conversations [2].