Blindsight 视觉重建系统
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脑机接口行业把握:技术突破与临床应用加速,侵入式与非侵入式并行驱动(2025.10.20-2025.10.24)
Huafu Securities· 2025-10-29 13:13
Group 1 - The core viewpoint of the report highlights the explosive growth of the global Brain-Computer Interface (BCI) industry in the fields of neuroengineering and medical rehabilitation during 2023-2024, driven by collaborative innovations in both invasive and non-invasive technologies [3][8] - Significant advancements in BCI technology include improvements in hardware and software optimization, with the latest AFE achieving a CMRR of 140 dB and system-level CMRR exceeding 80 dB [8] - Clinical applications of BCI are expanding to address conditions such as stroke, spinal cord injury, ALS, and depression, with invasive systems providing precise interventions for severe cases and non-invasive systems enhancing accessibility [9] Group 2 - The report reviews the performance of the pharmaceutical sector from October 20 to October 24, noting that the medical services and pharmaceutical commercial sectors had the highest gains, with increases of 3.94% and 2.27% respectively [10] - The report indicates that the biopharmaceutical and traditional Chinese medicine sectors experienced declines of -0.69% and -0.85% respectively during the same period [10][12] - The report emphasizes the strong performance of the innovative drug sector, with 22 innovative drug-themed funds achieving a net asset value growth rate exceeding 50% year-to-date, reflecting the increasing competitiveness of Chinese innovative drugs globally [28][29]