Implantable Neural Electrodes & Sensing Components

Every BCI brand you've heard of — Neuralink, Synchron, Precision — ultimately needs the real thing that "touches" brain tissue: electrodes thinner than a hair, materials that the blood and fluid in the brain won't corrode, and chips that can amplify microvolt-level signals without burning power. This is the "pick-and-shovel" layer of the BCI industry — the people selling the gold-mining gear, who get paid whether or not anyone strikes gold. And its hardest problem — making the parts survive in the brain for the long haul — is still unsolved.

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Brain-computer interfaces accelerate toward market as listed companies race to secure a share of a hundred-billion-yuan track

Brain-computer interface technology is accelerating its move from the laboratory into clinical and consumer markets. The global market is expected to exceed 360 billion yuan by 2035, with China likely to account for more than 30 percent of that share. Neuralink has announced completion of the world's first brain-computer interface surgery implanted through the dura mater, while China's first subdural implantable brain-computer interface system has also begun national Class III medical device registration clinical trials. Companies listed in both A-share and Hong Kong markets, such as Wision Medical, Sanbo Brain Hospital, and MicroPort NeuroTech, have already achieved commercial revenue through non-invasive rehabilitation, clinical data assets, and implantable products. On the policy front, brain-computer interfaces have been included in the future industries section of the 15th Five-Year Plan. Beijing, Shanghai, and Guangdong have introduced targeted support policies, and an industry standardization technical committee has also been established. Institutions expect 2027 to become the first year of commercial explosion for brain-computer interfaces.
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Implantable Neural Electrodes & Sensing Components▲

Mehow Medical's Self-Generating Neural Electrode Patent Application Published

Mehow Medical recently added a core invention patent, with patent publication number CN122140259A, titled "Self-Generating Neural Electrode and Manufacturing Method Thereof," officially disclosed. The patent addresses the long-term implantation pain points of invasive brain-computer interfaces, innovatively achieving in-situ self-generating repair of electrodes, alleviating the problems of impedance rise and neural signal attenuation after implantation, and effectively enhancing the long-term working stability and biocompatibility of neural electrodes. Leveraging its mature precision manufacturing capabilities for implantable medical devices, Mehow Medical is deeply engaged in the invasive neural electrode track, reusing precision processing and biocompatible encapsulation technologies from cochlear implants, and laying out core implant components for brain-computer interfaces. It provides process development and mass production support for leading domestic BCI enterprises, with related electrode components already in small-batch supply. As the brain-computer interface industry accelerates toward clinical implementation, long-lasting implant electrodes, as key hardware in the industry chain, are expected to see sustained demand growth.
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Implantable Neural Electrodes & Sensing Components

Yanshan Technology Debuts at WAIC 2026, Showcasing Full-Stack Brain-Computer Interface and Physical AI Portfolio

Yanshan Technology showcased its five major business segments at the 2026 World Artificial Intelligence Conference, presenting a full-stack portfolio centered on brain-computer interfaces and physical AI. Yansi Brain-Inspired Intelligence launched a next-generation brain-controlled gaming interaction system and demonstrated brain-controlled operation of Black Myth: Wukong live. Its first consumer product, the LumiSleep real-time EEG sleep regulation device, began pre-sales and is expected to officially launch in the second half of the year. The company also officially unveiled its industry-academia innovation incubation platform, with initial collaboration projects including a brain-inspired large model and neural simulation platform led by Director Li Guoqi of the Beijing Key Laboratory of General Brain-Inspired Intelligence Large Models, and a multi-channel brain-computer interface electrode innovation technology from Professor Sheng Xing's group at Tsinghua University. The 4096-channel ultra-high-density electrode array NeuroCam demonstrated by Sheng Xing's group is currently the electrode with the highest number of simultaneously recordable channels known in animal experiments. In the physical AI domain, Nullmax revealed its strategic upgrade from intelligent driving to embodied intelligence, with its self-developed general physical AI brain for embodied agents featuring one-brain-multi-body and one-brain-multi-capability abilities. RockAI released the full-modal foundation model Yan 2.0 Preview Plus and its first device-cloud collaborative agent YanClaw. Yantudian exhibited an outdoor near-field embodied intelligence platform, achieving an end-to-end closed loop from natural language interaction to physical motion control.
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First Prescription Issued for Brain-Computer Interface; Concept Stocks Surge

The commercialization of brain-computer interface technology has achieved a key milestone, with the first prescription for an implantable brain-computer interface system issued in Shanghai, triggering a collective surge in concept stocks. The Shanghai Municipal Science and Technology Commission announced on July 15 that the first prescription for the implantable brain-computer interface hand motor function compensation system, NEO, developed by Neuracle Technology Shanghai, was issued in Shanghai on July 13, following its market approval. On the same day, the world's first implantation surgery for the product was completed at Huashan Hospital affiliated with Fudan University. The NEO system is the world's first approved invasive brain-computer interface Class III medical device, taking only four months from obtaining the world's first regulatory approval to issuing the first clinical prescription. A breakthrough has also been achieved on the payment side. The city-customized commercial supplementary medical insurance, Shanghai Huhui Bao 2026 Edition, has for the first time included coverage for brain-computer interface surgical consumables, with a reimbursement rate of 30 percent and a maximum coverage limit of 150,000 yuan, making it the first urban inclusive insurance product nationwide to cover brain-computer interfaces. Capital market enthusiasm is high. From January to May 2026, total financing in China's brain-computer interface sector exceeded 4.4 billion yuan, more than doubling the total for the entire previous year. Neuracle's IPO application has been accepted, and BrainCo is also expected to go public.
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