In 2024, China's brain-computer interface (BCI) industry has ushered in a period of innovative breakthroughs and an investment boom. This year, with continuous technological advancements and growing market demand, the industry has seen significant development. For instance, the announcement of new patents by Huawei Technologies Co., Ltd. has enhanced the safety of BCI technology, paving the way for its standardization and popularization.
Regarding the development status of the industry, the BCI industry has shown a robust development trend in 2024. The global BCI market size reached $1.74 billion in 2022 and is expected to reach $3.3 billion by 2027. China's BCI market size is about 1 billion yuan, although currently less than one-tenth of the global market size, it is expected that by 2040, China's pure equipment market size of BCI is expected to reach 56 billion yuan, with a compound annual growth rate of 21%.
In terms of the performance of listed companies, although the listed companies in the BCI industry face the challenges of high technical barriers and long research and development cycles, financial reports analysis shows that the industry's overall performance remains optimistic, with sustained market demand. High gross margin usually indicates that the industry has strong bargaining power, while net profit margin reflects the industry's cost control ability in actual operations.
In terms of national policies and development trends, the Chinese government highly values the construction of the BCI industry and has introduced a series of support policies, clarifying the strategic position of BCI. The "13th Five-Year Plan Outline" proposes to list "brain science and brain-like research" as a major project of "Science and Technology Innovation 2030", further promoting the industry's technological innovation and industrial upgrading.
Market behavior analysis shows that the stock prices of leading listed companies in the BCI industry have been stable recently, and new project investments are active. Market consumption data show a good product market supply and demand relationship and stable prices, further confirming the optimistic outlook for the industry.
A.Top's industry investment view believes that, combined with the current state of the industry, the future development prospects of China's BCI industry are very broad. With the continuous maturation of technology and the continuous expansion of application fields, the industry is expected to continue to maintain rapid growth and become an important force in the global BCI field.