Breakthrough in Brain-Computer Interface Technology Sparks Surge in Related Stocks Including Innovation Medical and Sanbo Neurosurgery

　　【Pharmaceutical Network Medical Stock MarketOn February 20, a new breakthrough in brain-computer interface was announced: Musk revealed on social media that the first human subject of Neuralink "seems to have fully recovered without any known adverse reactions. The subject can move the mouse on the computer screen just by thinking.”
 

Public information shows that a brain-computer interface is a connection pathway created between the brain of a human or animal and an external device with processing or computing capabilities, enabling information exchange and control. Neuralink's brain-computer interface device is an invasive brain implant that controls external devices through neural signals, thereby helping severely paralyzed patients regain the ability to communicate with the outside world. In May 2023, Neuralink received approval from the U.S. FDA for human clinical trials. In September 2023, Neuralink announced its first human trial of the brain-computer interface. The company has disclosed plans to implant chips in more than 22,000 people by 2030.
 

It is reported that Neuralink's research involves surgically implanting brain-computer interfaces into the area of the brain responsible for controlling movement intentions, with the initial goal of enabling people to control a computer mouse or keyboard using their thoughts.
 

Not long ago, on January 30, Musk just posted on his social media that the first human patient had received the implantation of Neuralink's brain-computer interface chip, and the implant recipient was recovering well.
 

Impacted by the new breakthrough in brain-computer interface technology, the brain-computer interface concept stocks were once again active on February 21. Specifically, Zhejiang Shanxiahu Pearl Group Co., Ltd. hit the price limit in the call auction, sanbo and others rose more than 5%, and Sunnyou increased over 3%.
 

In China, the concept of brain-computer interface (BCI) has recently continued to gain positive momentum. Not long ago, on January 29, Xuanwu Hospital and the team from Tsinghua University's School of Medicine held a summary meeting on the progress of the clinical trial phase of a wireless minimally invasive brain-computer interface, announcing a breakthrough in the behavioral abilities of the world’s first patient with quadriplegia caused by cervical spinal cord injury, who was assisted by an implanted epidural electrode brain-computer interface. It is reported that the brain-computer interface enables direct communication between the brain and a computer by recording and interpreting brain signals. This technology can help patients with diseases such as ALS, spinal cord injuries, and epilepsy to rehabilitate; it also holds the potential to achieve brain-computer fusion intelligence, directly expanding the human brain's information processing capabilities, and has broad application prospects.
 

According to the website of the Ministry of Science and Technology, the Artificial Intelligence Ethics Subcommittee of the National Science and Technology Ethics Committee recently compiled the "Ethical Guidelines for Brain-Computer Interface Research." As China's leading ethical guidance in the field of brain-computer interface research, it emphasizes that such research should ensure social value, primarily focus on restorative brain-computer interface technology, and stress serving public health needs through technological advancements.
 

On January 31, seven departments jointly issued the "Implementation Opinions on Promoting the Innovative Development of Future Industries," in which brain-computer interface was included as a landmark product of future industries. In addition, many provinces and cities in China have incorporated the brain-computer interface industry into the "14th Five-Year Plan," proposing to carry out basic research on brain-computer interfaces, and promote the transformation of brain-computer interface achievements and their wide application. The China Electronics Standardization Institute predicts that the global brain-computer interface market size will reach 3.7 billion US dollars by 2027.
 

Multiple securities professionals believe that as the top-level design becomes increasingly clear and clinical trials continue to achieve breakthroughs, investment opportunities in the brain-computer interface industry chain are emerging. It is recommended to pay attention to the development of upstream electrode, algorithm, and operating system-related manufacturers, as well as midstream medical, entertainment, and education-related industry chains.
 

Disclaimer: In any case, the information or opinions expressed in this article do not constitute investment advice to any person.