Core Viewpoint - The brain-computer interface (BCI) sector is rapidly transitioning from science fiction to reality, with significant market interest and investment from major financial institutions like Goldman Sachs, Morgan Stanley, and Barclays, leading to a notable surge in stock prices within this sector [1][3]. Group 1: Market Performance - On January 5, 2026, the BCI sector in the A-share market experienced a remarkable increase of 13.7%, with 28 concept stocks reaching their daily limit [1]. - The BCI market is projected to have a potential scale of $15 billion to $85 billion in serious medical applications and $25 billion to $60 billion in consumer medical applications [5]. Group 2: Policy and Technological Advancements - Since 2025, there have been numerous positive developments in the BCI field, including clear policy support, successful corporate financing, and significant clinical breakthroughs [3]. - The Ministry of Industry and Information Technology and six other departments have defined BCI as a future industry in 2024, and the National Healthcare Security Administration established independent pricing for BCI technology in March 2025 [3][5]. Group 3: Key Companies and Investments - Five companies in the BCI sector have received substantial investments from foreign institutions, positioning them as core targets in this field [5]. - Innovation Medical is a pioneer in invasive BCI technology, holding a 40% stake in Hangzhou Boling Brain Machine Technology Co., which has developed an upper limb exoskeleton rehabilitation training system [5]. - Aiheng Medical is integrating BCI with artificial intelligence, focusing on pain management and developing a multimodal ADHD training system [9]. Group 4: Clinical Applications and Innovations - Fudan University Huashan Hospital completed the world's first spinal interface surgery, allowing paraplegic patients to regain standing and walking abilities [5][12]. - The BCI technology is being applied in various fields, including rehabilitation, smart living, and human-computer interaction, showcasing its vast potential [12]. Group 5: Investment Trends - In Q3 2025, foreign capital significantly increased its holdings in key BCI companies, with Goldman Sachs increasing its stake in Innovation Medical to 3.3 million shares [5]. - Companies like Taihe Technology and Sanbo Neuroscience are also attracting foreign investments, indicating a growing interest in the BCI sector [7][9].

"看到脑卒中患者经过脑机接口临床综合治疗后恢复一定的运动能力时，很有成就感。" 王壮说。 今年4月，由天津大学脑机海河实验室与天津市环湖医院合作的全国首个脑机接口综合临床试验病区， 在天津市环湖医院天塔院区启动建设，将涵盖脑卒中、脑瘫、帕金森、视听障碍等疾病，提供疾病筛 查、精准治疗、智能康复等医疗服务。 天津大学副校长、脑机海河实验室执行主任明东表示，未来双方将推动尖端科研成果转化由点及面，共 同打造国际领先的脑机接口综合临床试验病区，开展新一代脑机交互与类脑智能研究，助力中国脑机接 口的未来。 中国在2016年发布"中国脑计划"后，脑机交互技术迎来快速发展。《新产业标准化领航工程实施方案 （2023-2035年）》《关于推动未来产业创新发展的实施意见》等政策文件中，都将脑机接口列入其 中。在政策支持和技术突破的双重推动下，中国脑机接口技术已在多个领域实现全球领先，并形成了独 特的技术长板。 新华社天津5月5日电（记者张宇琪、杨文）重建脑神经，控制"第6根指头"；用"意念"控制下肢穿戴设 备，助力脑卒中患者康复……在天津大学脑机海河实验室，脑机接口技术正在科学家的研究中不断取得 进展。 全球市场发展趋势也为 ...