未知机构：【财联社早知道】广东省发文大力推进“人工智能+消费”，推动脑机接口等新技术新产品开发与应用推广，这家公司参股的脑机接口公司的B-端产品已正式在多-20250508

Summary of Key Points from Conference Call Records Industry Overview - Brain-Computer Interface (BCI) Market: The Guangdong provincial government is promoting the development and application of new technologies, including brain-computer interfaces. The domestic BCI market is expected to exceed 120 billion yuan by 2040, with a compound annual growth rate (CAGR) of 26% [1][2]. - Software and Information Technology Services: In Q1, China's software and information technology services industry reported a revenue of 31,479 billion yuan, a year-on-year growth of 10.6%. The market for the "信创" (Xinchuang) industry is projected to reach 26,559 billion yuan by 2026 [3][4]. Company Insights - Innovative Medical: The company has a stake in Boli Brain Machine, which focuses on BCI technology. Boli's B-end products are undergoing multi-center clinical trials in several hospitals. If progress continues smoothly, registration for Class II medical devices is expected to be completed by mid-2026 [2]. - Aipeng Medical: The company is focusing on the application of BCI technology and is building a technical platform for the collection and analysis of brain waves. It aims to develop digital diagnosis and treatment products for neurological diseases [2]. - Hongjing Technology: The company provides comprehensive smart city solutions and has been expanding its Xinchuang business since 2020 [4]. - Dongtu Technology: The company has developed the Mingdao (Intewel I) industrial operating system, which is the only domestic system to sign strategic cooperation agreements with major international chip manufacturers [4]. Market Trends - Investment Trends: The market has seen a significant increase in trading volume, with 271 stocks exceeding 1 billion yuan in transaction value. Key sectors include artificial intelligence, robotics, and military industry [9][18]. - Stock Performance: A number of stocks reached historical highs, particularly in the chemical, robotics, and automotive parts sectors [11][13]. Additional Insights - Government Support: The Chinese government is enhancing policy support and funding for the Xinchuang sector, which is expected to boost procurement enthusiasm among downstream customers [3]. - Emerging Technologies: The promotion of "AI + consumption" is expected to drive the development of various technologies, including autonomous driving and smart wearables [1]. This summary encapsulates the critical insights from the conference call records, highlighting the growth potential in the BCI market, the performance of key companies, and the overall trends in the software and technology sectors.