脑机接口板块今日大涨，赛诺医疗、广电股份涨停，乐普医疗涨超8%。 中泰证券指出，脑机接口获政策强支持力度，产业迈入加速成长阶段。非植入式产品在政策支持下，商 业化落地速度有望加快，植入式设备有望凭借更高的信号分辨率与操作精度，为高精度医疗场景提供技 术支持。建议关注非植入式领域软硬件或产品研发进展较快的标的。 湘财证券指出，作为医疗领域前沿技术，脑机接口的应用将在态者检测、疾病康复、技能替代等方向逐 步落地。建议关注积极布局脑机接口技术的相关公司。 消息面上，工信部等七部门印发《关于推动脑机接口产业创新发展的实施意见》。 ...

Core Viewpoint - The joint implementation opinion from seven government departments aims to accelerate the development of the brain-computer interface (BCI) industry, focusing on breakthroughs in implantable devices and establishing a comprehensive industrial ecosystem by 2030 [1][2]. Group 1: Development Goals - By 2027, key technologies in the BCI field are expected to achieve breakthroughs, establishing an advanced technical, industrial, and standard system, with products reaching international advanced levels [2]. - The BCI industry is projected to grow significantly, creating 2 to 3 industrial clusters and fostering new scenarios, models, and business formats [2]. - By 2030, the innovation capability of the BCI industry is anticipated to be significantly enhanced, with the formation of a reliable industrial system and the cultivation of 2 to 3 globally influential leading enterprises [2]. Group 2: Product Development - The opinion emphasizes accelerating the research and development of implantable devices, including high-density neural recording sensors and ultra-low power implantable chips [3]. - It also calls for the innovation of non-implantable devices, promoting lightweight, high-speed, and low-power developments in products like adhesive, ear, and head-mounted interfaces [3]. - The development of auxiliary devices is encouraged, integrating brain signals with other physiological signals to improve interaction control and perception assessment accuracy [3]. Group 3: Policy Support and Market Impact - The opinion outlines the need for enhanced policy support, including increased investment from national funds and the implementation of a "technology-industry-finance integration" initiative [4]. - Recent measures have been introduced to support the registration and pricing of implantable BCI medical devices, with specific costs established for procedures [4]. - The successful clinical trial of an implantable BCI in China marks a significant milestone, positioning the country as the second globally to enter this phase after the United States [4]. Group 4: Industry Collaboration - Industry experts emphasize the importance of collaboration among technology developers, clinical institutions, capital, and government to foster the incubation and realization of research outcomes [6]. - Startups in the BCI field are advised to balance short-term survival needs with long-term innovation goals to maintain investment in core technology development [6].

◎记者 李雁争 近日，工业和信息化部、国家发展改革委、教育部、国家卫生健康委、国务院国资委、中国科学院、国 家药监局等七部门联合发布《关于推动脑机接口产业创新发展的实施意见》（简称"意见"），确定了脑 机接口产业发展"施工图"。意见提出，加快植入式设备研发突破。对植入式脑机接口医疗器械等重点产 品加大注册指导，给予优先支持。 在技术应用层面，6月，中国科学院脑科学与智能技术卓越创新中心联合复旦大学附属华山医院及相关 企业合作，成功开展中国首例植入式脑机接口前瞻性临床试验，这标志着我国在植入式脑机接口技术 上，成为继美国之后全球第二个进入临床试验阶段的国家。 加快植入式设备研发突破 此外，意见还提出发展辅助设备。研发辅助生理信号设备，通过脑信号与肌电、眼电、心电、近红外等 多模态信号的融合，提升交互控制和感知觉评估的精准度。研发用于植入脑机接口的高精度手术机器 人，突破亚微米级精度控制与动态调整技术，提升区域精准实时成像与三维重建能力。 加强脑机接口技术攻关和应用示范 在政策支持方面，意见明确，加强脑机接口技术攻关和应用示范，推动布局实施一批重大项目，强化协 同攻关能力。推动国家制造业转型升级基金、国家中小企业 ...