脑机接口技术快速迭代升级，多家企业积极布局。当前，脑机接口技术正经历前所未有的高速迭代升 级。在信号采集端，非侵入式设备在信号质量与便携性上不断突破；在侵入式领域，柔性电极等核心器 件的研发将持续提升系统安全性、舒适度与长期稳定性。系统层面，肌电信号与脑电信号等多模态融 合，正成为提升整体稳定性与可靠性的关键趋势。与此同时，材料科学、微纳加工与芯片设计的多学科 协同创新，正持续推动核心器件性能提升与规模化生产成本下降。这些贯穿技术链条的突破性进展，共 同驱动脑机接口系统加速从实验室研究迈向实际应用，并为其从医疗级专业市场向广阔的消费级领域扩 展，并最终实现规模化商业应用提供强大技术支撑。 截至01月05日12:49，科创生物医药ETF（588250.SH）上涨4.93%，其关联指数科创生物（000683.SH） 上涨5.01%；主要成分股中，百济神州-U上涨11.46%，联影医疗上涨4.36%，益方生物-U上涨9.21%，泽 璟制药-U上涨6.74%，博瑞医药（维权）上涨7.58%。 今日早盘市场情绪积极，上证指数盘中重回4000点，科创板相关指数表现强势。盘面上，脑机接口概念 集体爆发，相关板块多只个股涨停 ...

Core Insights - The first invasive brain-computer interface (BCI) clinical trial in China is transforming the life of its subject, allowing him to control games using his thoughts, achieving efficiency comparable to that of a typical user with a touchpad [1] - China has become the second country globally, after the United States, to conduct invasive BCI clinical trials, with several metrics surpassing those of Neuralink, founded by Elon Musk [1][2] - The research is a collaboration between the Shanghai Institute of Neuroscience and Fudan University Huashan Hospital, contributing to Shanghai's goal of becoming a global technology innovation hub [1] Technology Comparison - The Shanghai BCI technology features ultra-thin and flexible electrodes, measuring only 1/5 to 1/7 the size of those used by Neuralink, significantly reducing damage to brain tissue [2] - The implanted device is the smallest globally, with a diameter of 26mm and a thickness of less than 6mm, which is half the size of Neuralink's product [2] Surgical Procedure - The surgical procedure for the invasive BCI is less invasive than Neuralink's, requiring only a small groove in the skull rather than penetrating it, making it more patient-friendly [3] Research and Development - The BCI research is led by young scientists who have returned to China, highlighting the importance of domestic talent in advancing this technology [4][5] - The Shanghai Institute has established a micro-nano electronic processing platform, enabling precise fabrication of BCI devices and accelerating research progress [6] Future Developments - The next version of the BCI system, expected by the end of this year or early next year, will feature 256 information transmission channels, four times the current capacity, and a smaller size [7] - Future applications aim to enhance motor control for paralyzed patients and potentially restore speech for those with language impairments [7] Industry Vision - The BCI technology is seen as a foundational technology for human enhancement and human-machine integration, with aspirations for consumer-level applications in the future [8] - Shanghai's "Future Industry Cultivation Action Plan" aims to establish a global innovation hub for BCI products by 2030, reflecting a clear vision for the industry's growth [8]