【券商聚焦】国泰海通:2025年为国内脑机接口发展元年 目前处于投资关键期

金吾财讯
Dec 30, 2025

金吾财讯 | 国泰海通认为,2025年为国内脑机接口发展元年,政策上,2025年多部委、多地区密集出台规划引导、支付定价等政策,支持力度空前。临床上,国内侵入式/半侵入式脑机接口临床试验开始爆发,估计今年国内实施脑机接口临床试验数十例,最快预期博睿康明年取得注册证。商业化方面,该机构认为整体尚处于早期,预计有望在十年内实现“应用解决方案效果良好,多类解决方案走向成熟商用”的目标,目前处于投资关键期。

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