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港股概念追踪 | 马斯克旗下公司脑机接口项目招募“小白鼠” 下一代人机交互方式要来了?(附概念股)

Hong Kong stock concept tracking | Is the next generation of human-computer interaction methods coming for Musk's brain-computer interface project to recruit “mice”? (with concept stock)

Zhitong Finance ·  Nov 9, 2023 04:23

Recently, according to a CCTV financial report, Musk's “Neural Connect” company's brain-computer interface project is recruiting volunteers and will conduct human clinical trials.

The Zhitong Finance app learned that on Tuesday local time, Musk said on the social media X platform that the brain-computer interface company Neuralink is developing a “visual chip” that will be ready within a few years. Recently, according to a CCTV financial report, Musk's “Neural Connect” company's brain-computer interface project is recruiting volunteers and will conduct human clinical trials. Dongcai Securities said that brain-computer interfaces are expected to become the next generation of human-computer interaction technology. At the same time, in the future, with the continuous development of the metaverse and continuous exploration of brain science,The brain-computer interface will become the next generation gateway to the metaverse after VR/AR.

In May of this year, Neuralink's first human clinical trial was approved by the US Food and Drug Administration (FDA). Biographer AshleEvance (AshleEvance) recently published an article revealingThousands of people are waiting in line to be implanted with brain implants from Neuralink, Musk's brain-computer interface company.

According to information, the relevant surgical procedures include removing part of the skull and implanting a chip into the human brain. The chip can stay in the human brain for several years. “Neural Connections” has encouraged volunteers with “extensive amputations” over the age of 18 and patients with “quadriplegia, paraplegia, vision loss, hearing loss, and inability to speak” to apply for human testing of brain-computer interfaces.

According to Musk's previous introduction, Neuralink's device can convert brain signals into actions,It will first focus on two applications: one is to restore human eyesight, the other is to help people who are unable to move muscles control devices such as smartphones, and even restore the full body function of people with spinal cord injuries.

According to media reports on November 7, Neuralink plans to perform 11 human surgeries next year, 27 in 2025, and 79 in 2026. Thereafter, the number of surgeries will soar from 499 in 2027 to 22,204 in 2030. The company estimates that each operation will cost $105 million, and expects annual revenue to reach $100 million within five years.

On the domestic side, the General Office of the Ministry of Industry and Information Technology issued a notice in September announcing that it will organize and carry out the work to unveil future industrial innovation tasks in 2023.It targets the four key directions of metaverse, humanoid robots, brain-computer interface, and general artificial intelligence.

A relevant person in charge of the Ministry of Industry and Information Technology said that speeding up the cultivation of future industries represented by future manufacturing and future information by unveiling the list is conducive to leading scientific and technological progress, driving the transformation and upgrading of traditional industries, seizing the high ground of international competition, and providing continuous impetus for building a modern industrial system and promoting high-quality development.

Professionals pointed out that brain-computer interface technology has become a hot topic at the forefront of global science and technology, and is an important component of the future industry. Major countries and regions around the world are speeding up deployment. China attaches great importance to scientific research exploration and technical research on brain-computer interfaces. The “14th Five-Year Plan” regards brain science as the country's strategic scientific and technological strength. The development of brain-computer interfaces has become the consensus of many provincial and municipal governments. Many provinces have proposed in the “14th Five-Year Plan” that they will carry out basic research on cutting-edge technologies such as brain-computer interfaces, build cross-research platforms, and facilitate the transformation of innovative achievements.There are various signs that brain-computer interfaces will usher in good opportunities for development.

On June 25, the first domestic interventional brain-computer interface independently developed by China successfully completed animal testing in Beijing. The interventional brain-computer interface was jointly developed by Duan Feng, a professor at the School of Artificial Intelligence at Nankai University, and Xinwei Medical.

It is worth mentioning that this test is the first time in China that an interventional brain-computer interface has been implemented in the brain of sheep. It has broken through core technologies such as interventional EEG electrodes and intravascular EEG collection, completed the development of neurointerventional device products such as scaffolds and catheters, solved the disadvantages of traditional intrusive brain-computer interfaces causing irreversible damage to the brain region, filled gaps in the domestic field of interventional brain-computer interfaces, and is of great significance in promoting the development of the field of brain science in China.

A report released by the Brain-Computer Interface Industry Alliance on May 29 shows that in recent years, the capital market is very optimistic about the development prospects of neurotechnology represented by brain-computer interfaces, and the amount and number of related investments have continued to grow. As of April of this year, most of the global brain-computer interface-related financing is in the seed round and round A. Among them, the healthcare field is currently the most direct and main application field, and it is also one of the most commercialized implementation scenarios.Brain-computer interfaces have obvious advantages in treating diseases such as epilepsy, Parkinson's disease, and depression, and have become a key market for domestic and foreign capital.

CITIC Construction Investment believes that communication methods between humans and artificial intelligence are constantly being upgraded,Brain-computer interface technology is breaking through human physiological boundaries, not only providing unprecedented possibilities for people with disabilities, but is also expected to become the next generation of human-computer interaction.Research institutes estimate that the market size related to brain-computer interfaces could reach 70 billion US dollars to 200 billion US dollars between 2030 and 2040.

Related concept stocks:

Xinwei Medical-B (06609): On June 25, the first domestic interventional brain-computer interface independently developed by China successfully completed animal testing in Beijing. The interventional brain-computer interface was jointly developed by Duan Feng, a professor at the School of Artificial Intelligence at Nankai University, and Xinwei Medical.

Alibaba (09988): Ali announced a black technology at the Taobao Creation Festival — Taobao Idea Shopping, which means Taobao will officially enter the field of brain-computer interfaces. According to reports, Ali has submitted patents related to brain computers. Relevant personnel said that Taobao is currently cooperating with a company incubated by Tsinghua University that specializes in brain-computer interfaces and is exploring the implementation of software for brain-computer interface technology.

Nanjing Panda Electronics Co., Ltd. (00553): In June of this year, the company responded to the development progress of the two projects “Multi-modal Human-Computer Interaction System Integration Key Technology Based on Brain-Computer Interface Technology” and “Digital Twin Emergency Warning System Key Technology Research and Development for Accurate Optical Cable Monitoring” on the Investor Interactive Platform, stating that the brain-computer interface R&D project was jointly declared by the company, relevant institutions and the Suzhou Brain-Based Research Institute, and the project is still in the initial research stage.

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