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国海证券:Neuralink量产在即 国产脑机链有望充分受益
智通财经网· 2026-01-08 02:53
Core Viewpoint - Neuralink's announcement of mass production in 2026 marks a significant shift from laboratory research to commercial application in the brain-computer interface (BCI) sector, with strong potential benefits for China's BCI industry due to rigid medical demand and supportive policies [1] Group 1: Event Overview - Neuralink, founded by Elon Musk in 2016, plans to start large-scale production of brain-computer interfaces on January 1, 2026, transitioning to a more streamlined and fully automated surgical process [1] - The company has developed three main product lines: Telepathy for motor function disorders, Blindsight for visual reconstruction, and Deep for neurological regulation [2][3] Group 2: Market Potential - The global BCI market is projected to reach approximately $3.19 billion by 2025, with medical applications expected to grow to $40 billion by 2030 and $145 billion by 2040 [4] - In China, the BCI market is anticipated to exceed 3.8 billion yuan by 2025, with a compound annual growth rate of around 20%, reaching 6.14 billion yuan by 2028 [5] Group 3: Policy and Technological Support - China has established a comprehensive support system for the BCI industry, with policies aimed at fostering innovation and establishing a competitive ecosystem by 2030 [6][7] - Significant technological advancements have been made, including successful clinical trials and the development of high-performance BCI systems, indicating a transition from laboratory to large-scale application [7] Group 4: Related Companies - Key companies in the BCI sector include Yanshan Technology, Entropy Technology, Dineike, BGI, Linying Intelligent Manufacturing, Lens Technology, Hanwei Technology, Dongfang Zhongke, Pulite, and Puni Testing [7]