国金医药甘坛焕丨脑机接口行业深度:政策+创新双轮驱动,商业化落地进入快车道

国金证券研究
Aug 11, 2025

作者:甘坛焕、何冠洲摘要■投资逻辑国内政策叠加资本双重支持,行业迎来重大发展机遇。近年来国内政策端对脑机接口行业支持力度较高,支持性政策在产品注册、医保支付、行业标准等层面均有体现。1)在产品注册方面,国家药监局将配合相关部门出台基于脑机接口技术的医疗器械产品支持政策,脑机接口相关产品有望通过创新器械绿色通道实现更快注册审批。2)在支付端方面,医保局在《神经系统类医疗服务价格项目立项指南》首次设立...

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