Picture someone who can't move their body at all, yet moves a cursor, types a message, or controls a robotic arm purely by "thinking." This is something Invasive BCI can already do for real in the lab — by implanting electrodes to "listen" to brain cells directly. But it's still a very early-stage technology: only tens of people have been tested, and almost all the real leaders are still "private companies" whose stock you can't buy.
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MIIT Releases Brain-Computer Interface Standards Guidelines; Over 30 Listed Companies Have Layouts
The Ministry of Industry and Information Technology released on August 24 a draft for comments of the National Brain-Computer Interface Industry Standards System Construction Guidelines 2026 Edition, proposing to formulate or revise more than 40 standards in the brain-computer interface field by 2028 and to promote standards publicity and implementation among over 100 enterprises. In early trading today, consumer sector indices such as daily chemicals, tourism, and hotels and catering led gains, with the daily chemicals industry rising the most. Proya, Betaini, and SYoung Group all gained more than 5 percent, while Qingdao Kingking shot up and sealed the daily limit within two minutes, becoming the only limit-up stock in the daily chemicals sector. Brain-computer interface concept stocks have fallen an average of 15.74 percent this year, but since August the average daily turnover of 10 concept stocks has increased month on month. Beijing Beilu Pharmaceutical had an average daily turnover of 317 million yuan, up 71.83 percent month on month, ranking first. According to statistics from Securities Times Data Treasure, there are currently more than 30 A-share concept stocks involved in the brain-computer interface industry chain, with companies such as Medlander, Vishee, Meihao Medical, Apon Medical, and ZKTeco all having layouts.
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.
Sci-Tech Innovation Board Medical ETF Huaxia Shares Hit One-Year High, Innovative Drugs and Brain-Computer Interface Gain Policy Support
The Sci-Tech Innovation Board Medical ETF Huaxia, ticker 588130, saw its latest shares reach 456 million, a one-year high. As of 2:07 PM on July 29, 2026, the ETF rose 0.91 percent, with the latest price at 1 yuan, intraday turnover rate of 13.39 percent, and trading volume of 60.8075 million yuan. The Shanghai Sci-Tech Innovation Board Biomedical Index it tracks surged 1.19 percent, with constituent stock Haoyuan Chemexpress rising 9.32 percent and Baili Tianheng rising 4.87 percent. In related news, the 2026 government work report for the first time explicitly designated biomedicine as an emerging pillar industry. The 15th Five-Year Plan listed brain-computer interfaces as a frontier core industry. The leap in top-level policy positioning, combined with China's innovative drug license-out deals hitting a record high and the first prescription for the implantable brain-computer interface NEO, marks the track's transition from the laboratory to clinical application.
York University’s Connected Minds and CIGI launch pilot partnership on AI and neurotechnology governance
York University’s Connected Minds and the Centre for International Governance Innovation are launching a 16-month pilot partnership to design governance frameworks for artificial intelligence and neurotechnology. The initiative combines interdisciplinary research with applied policy expertise to connect United Nations standard setting, Canadian legislative processes, and regulatory guidance. Supported by $318 million in funding, including $105.7 million from the Canada First Research Excellence Fund, Connected Minds brings together over 300 scholars and more than 90 partners. The partnership aims to address gaps in human rights laws, strengthen public trust, and position Canada as a global leader in responsible technology governance.
World's First CE-Certified Brain-Computer Interface Device Lands, Innovative Medical Hits 4-Day 3-Board Streak
The brain-computer interface concept continued its strong momentum in early trading on July 28, with Innovative Medical hitting a 4-day 3-board streak, and Hainan Haiyao, Yanshan Technology, and Thalys Medical hitting the daily limit up. The core catalyst for this rally came from an overseas commercialization milestone: US startup Science Corp.'s retinal chip PRIMA has received EU CE certification, becoming the world's first brain-computer interface device to obtain this certification, and has been approved for sale in 30 European countries. On the domestic front, a Chinese research team unveiled a new EEG signal acquisition device, achieving the world's first cross-regional synchronous EEG signal collection from over a thousand people. The implantable brain-computer interface hand motor function compensation system NEO issued its first prescription in Shanghai and completed the world's first implant surgery. Capital market enthusiasm is high, with total financing in China's brain-computer interface sector exceeding 4.4 billion yuan from January to May 2026, more than doubling the full-year total of last year. A research report from Zheshang Securities pointed out that the market size for brain-computer interface demand in China's serious medical field alone could reach 20 to 60 billion yuan, while the global market is projected to grow from 2.41 billion dollars in 2025 to 12.11 billion dollars in 2035, at a compound annual growth rate of 15.8 percent. Southwest Securities judged that 2026 will be the first year of mass production for brain-computer interfaces, with the industry at the tail end of the introduction phase and on the eve of an explosion.
Science Corp to Launch Prima Retinal Implant Chip in Europe, Restoring Vision for Macular Degeneration Patients
Science Corp, a US neurotechnology startup, will begin selling its Prima retinal implant chip in Europe after receiving CE marking, which partially restores vision for patients with geographic atrophy due to age-related macular degeneration without requiring additional country-by-country approvals. It is the first implantable device from the company, which also develops brain implants, to become widely available to patients. The Prima device is a chip placed behind the eye that works with special glasses. According to research published in the New England Journal of Medicine last year, it improved vision in 26 out of 32 patients. The company expects to implant the device in its first commercial patient in August, likely in Germany, and aims to implant dozens of patients this year and around 200 next year. Science Corp has raised 489 million dollars and is valued at 1.5 billion dollars, making it the second most valuable US brain implant technology company after Elon Musk's Neuralink.
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.
Harbin Pharmaceutical hits 5th consecutive daily limit, leading innovative drug rally; on-device AI and brain engineering sectors active
In early trading on July 16, Harbin Pharmaceutical hit its fifth consecutive daily limit, making it the stock with the longest winning streak among those still on a streak that day. The innovative drug theme remained strong, with Wanbang Pharmaceutical and Puruis rising over 10 percent. The on-device AI concept heated up, as Green Precision sealed a 20 percent daily limit, and Daoming Optics and Furong Technology also hit their daily limits. On the news front, seven on-device generative AI services completed regulatory filings, and the 2026 World Artificial Intelligence Conference is set to take place in Shanghai. The brain engineering sector saw a sudden surge during the session, with Chuangxin Medical hitting its daily limit in a straight line, and Saili Medical and Aipeng Medical following higher. The world's first implantable brain-computer interface system, NEO, saw its first prescription issued in Shanghai after receiving market approval. Total market turnover exceeded 1.4 trillion yuan, shrinking by 236.7 billion yuan compared with the same period last session, with over 3,200 stocks advancing.
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.
NeuroTiger Technology's self-developed fully implantable, fully wireless, fully functional brain-computer interface system has officially launched a GCP registration clinical trial at Huashan Hospital affiliated with Fudan University. This is the first subdural cortical surface implantable brain-computer interface product in China to enter the national Class III medical device registration clinical stage. The Sci-Tech Innovation Board Medical and Healthcare ETF Huaxia has seen net inflows for eight consecutive days, attracting a total of 99.82 million yuan. As of 2:28 p.m. on July 8, constituents of the Shanghai Stock Exchange STAR Board Biomedical Index were mixed, with Aibo Medical leading gains at 4.02 percent. Huaxin Securities noted that policies are tilting toward incremental areas such as surgical robots and brain-computer interfaces, making expansion and innovation an important path for medical device companies.
China's three-tier elderly care service network achieves initial results
The Ministry of Civil Affairs reported that by the end of 2025, the number of elderly care institutions and facilities in China had reached 396,000, with nursing beds accounting for 67.5 percent of all beds in these institutions. County-level public elderly care institutions have achieved near-universal coverage, and about 30 percent now function as comprehensive county-level elderly care service management platforms. Over 60 percent of townships and subdistricts have established regional elderly care service centers, marking initial progress in building a three-tier elderly care service network across the country. The People's Bank of China Monetary Policy Committee stressed at its second-quarter regular meeting for 2026 that it will continue to implement a moderately accommodative monetary policy, strengthen counter-cyclical and cross-cyclical adjustments, and maintain ample liquidity. NeuroHarbor's self-developed implantable brain-computer interface system has officially launched a GCP registration clinical trial at Huashan Hospital affiliated with Fudan University. This is the first subdural cortical surface implantable brain-computer interface product in China to enter the national Class III medical device registration clinical stage. Tianhao Energy plans to acquire 100 percent equity of Tianhao New Energy Co., Ltd. through a combination of share issuance and cash payment. Trading of the company's shares and convertible bonds will resume on July 9, 2026. On July 8, net outflow of main funds from the Shanghai and Shenzhen stock markets reached 69.823 billion yuan, with the IT services, computer equipment, and communication equipment sectors seeing the largest net inflows of main funds.
Sci-Tech Innovation Board Healthcare ETF Huaxia Hits Nearly One-Year High in Scale; Policy to Forward-Layout Biomanufacturing and Brain-Computer Interfaces
The Sci-Tech Innovation Board Healthcare ETF Huaxia has reached a latest scale of 176 million yuan, a nearly one-year high. As of the close on July 6, 2026, the ETF was quoted at 1.09 yuan, with intraday turnover of 38.61 percent and trading volume of 68.44 million yuan. A relevant official from the Ministry of Science and Technology stated that future industries will be forward-laid out, with a focus on promoting biomanufacturing and brain-computer interfaces as new economic growth points. Aijian Securities noted that a good opportunity for medium- to long-term positioning in the pharmaceutical sector has arrived, and it continues to favor investment opportunities such as innovative drug going overseas and brain-computer interfaces.