MIIT Releases Brain-Computer Interface Standards Guidelines; Over 30 Listed Companies Have Layouts

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.

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.