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工信部定调脑机接口标准化发展路线图 多只概念股业绩有望倍增(名单)_我的网站

一 |     　　脑机接口产业标准化建设再迎政策催化。

二 |
　　2030年脑机接口标准体系基本形成　　8月24日，工信部科技司发布《国家脑机接口产业标准体系建设指南（2026版）》（征求意见稿）。　　其中明确，到2028年，制修订脑机接口领域标准40项以上，牵头及参与研制国际标准10项以上，推动超100家企业开展标准宣贯与实施推广；到2030年，累计研制标准80项以上，标准体系基本形成，不断提升我国脑机接口全球标准参与度与产业贡献度。

三 |     

    A woman films on a motorcycle in Chongqing on July 20, 2026.Photo: VCG
As night falls over Southwest China's Chongqing Municipality, motorcycles begin to weave along Nanbin Road, with riders posing against the glittering skyline across the Yangtze River. Within seconds, the moving camera captures bridges, high-rises and riverside lights - creating a signature travel moment that has become known online as the "Chongqing Landing Visa."
The trend has now spread beyond Chinese social media. On Monday, French rider Valentin Debise, who competes in the World Supersport Championship on a Chinese-brand ZXMOTO, posted a video thanking Zhang Xue for taking him to experience the "Chongqing Landing Visa." 
The "Chongqing Landing Visa" is not an actual visa, but a humorous nickname coined by netizens for a popular motorcycle photo-op in Chongqing. Visitors ride or pose with motorcycles at designated spots along Nanbin Road, using Chongqing's dazzling nighttime skyline as a backdrop, while performing a series of signature poses, such as stretching out their arms, making a heart gesture or being lifted into the air, to capture their own video of the mountain city.
The motorcycle photo-op, a playful trend created by Chinese netizens, has rapidly gained popularity this year, with related videos garnering more than 1.52 billion views. An increasing number of celebrities, influencers and foreign tourists have joined in.
"People like the 'Landing Visa' not simply because motorcycles are cool, but because it combines some of the most distinctive elements of Chongqing into a single frame - the mountains, the river, the night skyline and the city's sense of speed," Chongqing-based motorcycle blogger Yu Tiancheng told the Global Times. "Visitors don't need to understand any complicated cultural background. They just get on a motorcycle, set off, and can start enjoying the city within seconds."
"For first-time visitors to Chongqing, motorcycles offer a very direct way in," Yu noted. "You're not just standing there looking at Chongqing. You're actually riding into its nighttime scenery."
The appeal of the "Chongqing Landing Visa" is not limited to professional riders or social media influencers. Young travelers from overseas are also discovering Chongqing through its everyday urban life.
    Tourists take photos against Chongqing's cityscape.Photo: VCG
A lively city
Kim Yeon, a graduate student from South Korea, visited Chongqing during her summer vacation in August. She told the Global Times that she had watched numerous "cyberpunk" videos of Chongqing on social media before her trip, but what surprised her most after arriving was the city's vibrant nightlife.
"Even late at night, there are still so many people on the streets, and restaurants, shops and small street-side businesses remain lively. For young travelers, that atmosphere itself is part of the travel experience," she said.
She was particularly struck by how Chongqing's nightlife is woven into everyday life rather than concentrated around a single tourist attraction. "You can have something to eat at night, walk around, go to the riverside to see the night view. A lot of activities can continue well into the night," she said.
This nighttime energy also provides a natural setting for the "Chongqing Landing Visa." 
After spending the day exploring the city, visitors can continue discovering Chongqing after dark through motorcycle rides, nighttime tours and street-level experiences. 
The motorcycle photo-op is therefore more than a photo opportunity; it has become part of the way young travelers experience the city at night.
That helps explain why Chongqing is attracting more young visitors from overseas. In the first half of this year, Chongqing Jiangbei International Airport handled more than 1.48 million inbound and outbound passengers at its immigration checkpoint, up 39.5 percent year-on-year, the fastest growth among China's 10 largest airports, according to Chongqing municipal people's government.
Nearly 70,000 foreign travelers entered Chongqing in July alone, up 84.7 percent year-on-year, according to Chongqing city government.
More than a destination 
As more overseas visitors come to see Chongqing as a city they can enjoy and experience well into the night, motorcycles, night views and street life are becoming more than just backdrops - they are becoming experiences that travelers actively take part in.
Yang Gen, from the Chongqing Municipal Development and Reform Commission, told the Global Times that Chongqing's unique landscape and urban development have created a naturally three-dimensional cityscape. "Many places here are themselves scenes that people can experience and capture on camera," he said.
In his view, what makes the "Chongqing Landing Visa" interesting is that it was not a tourism project designed by the city in advance. Instead, visitors discovered a location and created a new way to experience it themselves. 
"After people filmed and shared their experiences, more visitors were drawn to the same places, creating a natural chain of communication and influence," Yang said.
"This kind of approach, in which visitors participate in creating content and then attract more visitors through that content, is something traditional tourism promotion can hardly fully replicate," he noted.
Behind this new form of communication is also a shift in the travel preferences of younger tourists. 
According to Yang, the ability to participate, experience and create personal memories is becoming an increasingly important factor when young travelers choose destinations.
The rise of the "Chongqing Landing Visa" also shows how locally created travel experiences can spread beyond borders through social media. As more international visitors share their China travel experiences online, China is attracting growing attention overseas. 
Tesla CEO Elon Musk recently posted on X that "more people should visit China," while his mother Maye Musk has repeatedly shared her positive experiences of traveling in China.
The story of Chongqing offers a glimpse into this growing interest. The motorcycle trend is more than a viral moment; it shows how Chinese cities are attracting visitors not only through landmarks, but also through unique everyday experiences.
。　　《建设指南》还搭建起七大维度的标准体系结构，涵盖基础共性、硬件、软件与算法、数据与通信、产品与系统、行业应用、安全及治理。其中，硬件标准聚焦电极、芯片、模组器件等核心硬件技术要求，软件与算法标准围绕通用软件平台、编解码算法等进行规范。行业应用覆盖医疗、工业、交通、健康、教育等多元场景。　　自今年政府工作报告首次将脑机接口写入、列为培育发展的未来产业以来，脑机接口驶入发展快车道：两项国家标准于8月正式实施，为技术开发、测试和应用提供统一规范；国家医保局已为脑机接口单独立项收费，26个省市出台收费细则，浙江、湖北等地率先突破医保支付。　　产业端同样取得密集突破。今年3月，博睿康NEO脑机接口系统获国家药监局三类医疗器械注册证，为全球首个获批上市的侵入式脑机接口产品；7月，阶梯医疗自主研发的微创植入式脑机接口技术在临床试验取得实质进展，多名高位截瘫患者依托该系统成功实现“脑控”办公。海外方面，Neuralink已入组26名受试者，并已在移动辅助设备上实现应用。

四 | 　　有望解锁万亿级消费与科技市场　　脑机接口是在大脑与机器间构建信息交互通道，实现生物智能与机器智能深度协同的前沿交叉技术，产业链涵盖上游芯片与电极、中游算法与系统集成、下游医疗与消费应用等多个环节。

五 | 　　当前，我国脑机接口正处于技术产业化、场景规模化应用的关键阶段，标准体系搭建叠加临床突破与医保落地，商业化路径逐步清晰。　　长江证券指出，脑机接口技术突破与产业化进入关键阶段，非侵入式和半侵入式产品已在中国上市，有望带来商业化收入。　　浙商证券从市场空间维度给出量化判断。该机构认为，2026年是脑机接口规模化验证元年，全球市场规模预计将从2025年的24.1亿美元增长到2035年的121.1亿美元，复合年增长率达15.8%。“国内脑机接口第二梯队临床试验加速落地，不断披露的临床试验将成为行业持续催化。”　　中信建投表示，全球脑机接口产业仍处于早期发展窗口期，国内依托工程师红利、完整产业链优势，有望复刻电动车、创新药产业的弯道超车路径。短期脑机接口产业将以医疗刚需落地为核心，长期将深度融合AI、智能穿戴、人形机器人等领域，解锁万亿级消费与科技市场。　　多只概念股今年业绩倍增可期　　东方财富概念板块显示，目前A股市场有51股涉及脑机接口概念，合计总市值约7501亿元。　　蓝思科技体量达2003.28亿元居首，科大讯飞以935.13亿元位居次席，三七互娱、岩山科技、星网锐捷、乐普医疗市值均超200亿元。

六 | 　　年初至今，脑机接口概念板块整体走势偏弱，仅12股录得股价上涨。声迅股份涨逾2倍领跑，博济医药、雅创电子、星网锐捷、盈趣科技等5股涨幅均超30%。下跌方面，雷迪克、成都华微、翔宇医疗、麦澜德等21股均跌逾20%。　　本月，脑机接口概念板块走势分化，24股上涨、26股下跌。博济医药大涨55%居首，北陆药业、声迅股份、星网锐捷、蓝思科技等5股涨幅均超20%。下跌方面，海南海药、乐普医疗、迈普医学等5股跌超10%。　　从资金角度看，东方财富Choice数据显示，本月共有19只脑机接口概念股获得融资客青睐。

七 | 其中，蓝思科技获杠杆资金加仓5.64亿元，星网锐捷获抢筹1.20亿元，三七互娱、三博脑科、乐普医疗、狄耐克等9股均获超2000万元融资净买入。　　未来增长潜力方面，根据3家及以上机构一致预测，共3只脑机接口概念股今年业绩有望翻倍增长。

八 | 其中，机构预计东微半导净利或同比大增1.87倍，新里程净利将增长169.50%，博拓生物业绩亦有望倍增。此外，国际医学、科大讯飞、百洋医药、迈普医学的机构预测净利增幅均超30%。（文章来源：东方财富研究中心）。

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Published on:22:20:49