新华社北京11月21日电 《经济参考报》11月21日刊发文章《触摸"十五五"产业脉搏丨思维现实加 速"链接" 脑机接口迈入产业化快车道》。文章称，在资本市场上，脑机接口正成为投资者的关注焦 点。不仅相关板块今年以来最高涨幅超过60%，创投方面的相关投资额也实现大幅度增长。资本热捧背 后，是脑机接口技术研发的全链条推进，应用案例的持续涌现，以及产业链的加速完善。 "十五五"期间，在政府、企业、科研机构等各方合力推动下，脑机接口这一连接思维与现实的人机交互 关键技术，有望撬动百亿级产业规模，为医疗、消费等领域带来深刻变革。 研发和临床全链条推进 不久前，中国科学院深圳先进技术研究院团队联合东华大学团队，成功研发出如头发丝般纤细、柔软可 拉伸的神经纤维电极——神经蠕虫（NeuroWorm）。 记者了解到，植入式脑机接口技术因电极直接与神经元"对话"，可实现更高的监测精度与更丰富的功 能。然而，传统植入式电极植入后不仅无法动态调整植入位置，也无法对周边环境作出响应性调整。而 NeuroWorm这样的"动态电极"可以在兔子颅内"游走"，根据需要主动更换监测目标。 中国科学院深圳先进技术研究院研究员刘志远表示，该研究首次 ...

Core Insights - The article highlights the growing interest in brain-computer interface (BCI) technology within the capital market, with related sectors experiencing a maximum increase of over 60% this year, and significant growth in venture capital investments [1] - The "14th Five-Year Plan" period is expected to catalyze a hundred billion-level industry scale for BCI, driven by collaboration among government, enterprises, and research institutions [1] R&D and Clinical Advancements - A team from the Shenzhen Institute of Advanced Technology and Donghua University has developed a new type of neural electrode called NeuroWorm, which is flexible and can dynamically adjust its position within the brain [2] - The first clinical implantation of a domestically developed BCI chip, "Han-Chip," was successfully completed, leading to significant improvements in a patient's motor functions after surgery [2][3] - The success of the "Han-Chip" implantation marks a critical advancement in the clinical application of domestic BCI technology [3] Policy Support and Industry Development - The development of BCI technology is significantly supported by government policies, including a July 2023 initiative aimed at enhancing innovation in the BCI industry, with a goal for the industry to rank among the world's top by 2030 [3][4] - Policies encouraging the development of small and medium enterprises are expected to deepen technological specialization and create a self-sustaining industry ecosystem [4] Market Potential and Investment Trends - The BCI market is projected to reach tens of billions of dollars, with estimates suggesting it could exceed $10 billion by 2030, and potentially reach $145 billion by 2040 in the medical application sector [6] - The BCI sector has seen a 50% increase in stock prices this year, with a peak increase of 63.22% [6] Future Outlook - The BCI industry is anticipated to experience significant breakthroughs during the "14th Five-Year Plan," moving beyond prototype demonstrations to achieve large-scale applications in medical rehabilitation and other urgent social needs [7] - Key technological challenges remain, but rapid advancements are being made to address issues such as electrode longevity and high-channel communication technology [7]

Core Insights - The "China Brain Valley" has been officially launched in Tianjin, marking a new phase of cluster and large-scale development in the brain-computer interface (BCI) industry [1][4] - The BCI technology, which integrates life sciences and information sciences, is advancing from laboratory research to clinical applications, with significant potential in healthcare, industrial control, and smart wearables [3][4] - The Chinese government has set ambitious goals for the BCI industry, aiming for breakthroughs in key technologies and the establishment of advanced technical, industrial, and standard systems by 2027 [3][4] Industry Developments - In July 2025, China successfully conducted its first invasive BCI clinical trial, becoming the second country globally to enter this phase [4] - The "Brain-Computer Interaction and Human-Machine Integration Haihe Laboratory" received approval for its high-precision brain function auxiliary diagnostic equipment, filling a technological gap in the field [4] - The establishment of the "China Brain Valley" is expected to enhance resource integration and cluster development within the industry [4][7] Company Initiatives - New Smart Perception, a subsidiary of the New Hope Group, is focused on creating a specialized incubation park and industrial cluster for BCI technology, leveraging over 20,000 square meters of industrial expansion area [7] - The company aims to build a comprehensive empowerment model that integrates "scenarios, technology, capital, and operations" to accelerate the growth of BCI innovation projects [7] - New Smart Perception is also fostering collaboration among BCI enterprises from the Beijing-Tianjin-Hebei and Yangtze River Delta regions to establish a high-quality production base for the BCI industry [7][8] Strategic Vision - The BCI industry's development is supported by the New Hope Group's commitment to smart industrial upgrades, which has been a core business focus since 2014 [8] - The company emphasizes a "perception-cognition-behavior" framework to enhance smart capabilities across various industries, contributing to the overall ecosystem of the BCI sector [8] - The cluster development of the BCI industry is seen as a strategic move to position China competitively in future technology landscapes [8]