Neural Signal Processing & Brain-Mapping Tools

Moi announced that, as a result of joint research with the Center for iPS Cell Research and Application at Kyoto University, it has completed a joint patent filing with Kyoto University for technology that links neural spheroids and brain organoids created from iPS cells with large language models. The announcement drew market attention, and buy orders flooded in from the morning, putting the stock at its daily limit with a buy-side quote. Through this joint research, the company plans to proceed with prototype development of a biologically linked AI dialogue system and to advance research and development toward social implementation and commercialization of the technology. The company has suddenly come into the spotlight as an AI-related stock.

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.

Major breakthroughs in the brain-computer interface field both domestically and internationally have lifted the STAR Market Healthcare ETF Huaxia by 1.90 percent, with the latest price at 1.02 yuan. US startup Science Corp. has received approval to sell a retinal chip in the European Union that helps patients with geographic atrophy restore partial vision, marking the first time a US brain-computer interface company has brought such a device to the patient market at scale. Meanwhile, a domestic research team has unveiled a new electroencephalogram signal acquisition device, achieving the world's first simultaneous EEG signal collection from over a thousand people across different regions. On the capital flow front, the STAR Market Healthcare ETF Huaxia has seen net inflows for four consecutive days, attracting a total of 94.75 million yuan, with the highest single-day net inflow reaching 65.11 million yuan. Huafu Securities noted that it remains firmly bullish on the sustainability of the pharmaceutical sector rally, recommending a focus on innovative drugs and the industry chain, while also paying attention to the incremental opportunities from medical device exports, particularly hot areas such as surgical robots and brain-computer interfaces.

On July 27, brain–computer interface concept stocks surged across the board. Aipeng Medical hit the 20 percent daily limit up, Chengdu Sino Microelectronics rose 13.48 percent, Breo Technology gained 10.45 percent, Sanbo Brain Hospital advanced 10.44 percent, and Saili Medical, Chuangxin Medical, and Nanjing Panda all touched the daily limit up. Among them, Chuangxin Medical achieved three boards in two days. On the news front, US brain–computer interface startup Science Corp has received approval to sell a retinal chip in the European Union that can help restore partial vision in patients with geographic atrophy. This marks the first time a US brain–computer interface company has brought a related device to the patient market at scale. The company was valued at 1.5 billion dollars in March, making it the second most valuable brain–computer interface firm in the United States. In addition, Shanghai recently introduced measures to promote the listing of brain–computer interface and other emerging industry companies on the STAR Market, and a Chinese research team has unveiled a new type of EEG acquisition device that, for the first time globally, enables synchronous EEG signal collection from over a thousand people across different locations.

Domestic brain-computer interface technology has achieved a major breakthrough, realizing for the first time the synchronous collection of brainwave signals from over a thousand people across different regions, marking a key step toward neural large model training and general brain-computer interface technology research and development. Driven by this news, brain-computer interface concepts were active during the session. The Sci-Tech Innovation Pharmaceutical ETF Penghua saw active trading. As of 9:49 a.m. on July 24, 2026, the ETF's latest quote was 1.05 yuan, with an intraday turnover rate of 2.24 percent and a trading volume of 7.47 million yuan. As of July 23, the ETF's average daily trading volume over the past month was 23.76 million yuan. The Sci-Tech Innovation Pharmaceutical ETF Penghua closely tracks the Shanghai Stock Exchange Science and Technology Innovation Board Biomedical Index. The top ten weighted stocks of this index include United Imaging Healthcare, Allist Pharmaceuticals, and BeiGene, accounting for a total of 51.84 percent. A research report from China Securities recommends paying attention to undervalued and high-growth stocks in the medical device sector, and points out that new technology directions such as surgical robots and brain-computer interfaces are expected to continue catalyzing sector enthusiasm.