The brain-computer interface has once again received policy support, and 50 core concept stocks are "taking the lead".

On January 28th, according to the official website of the National Medical Products Administration, to meet the urgent regulatory needs and promote the high - quality development of medical devices using brain - computer interface technology, after research, the National Medical Products Administration approved the establishment of two medical device industry standard formulation and revision projects, namely "Paradigm Design and Application Specification for Medical Devices Using Brain - Computer Interface Technology for Motor Function Reconstruction" and "Reliability Verification Method for Invasive Devices of Medical Devices Using Brain - Computer Interface Technology".

Analysts believe that against the backdrop of the intensive implementation of medical device innovation policies, as a cutting - edge interdisciplinary field, brain - computer interface is entering a critical window period for expanding from scientific research verification to clinical and consumer scenarios.

Continuous Heating Up of Brain - Computer Interface

Neuralink, founded by Elon Musk, the CEO of Tesla, is a benchmark in the global brain - computer interface field.

On January 1st local time, Musk said on social media that Neuralink plans to promote the large - scale production of brain - computer interface devices and explore highly automated surgical solutions. It is reported that the electrode wires of the device will directly pass through the dura mater without removing it.

Musk expects to achieve the "Whole - Brain Brain - Computer Interface Project" in 2028, which means "fully integrating the human brain with AI to achieve interconnection at the level of consciousness". The industry believes that Musk's statement means that brain - computer interface technology will move towards commercialization in 2026.

Data from the China Merchant Industry Research Institute shows that the global brain - computer interface market size was approximately $2.6 billion in 2024, a year - on - year increase of 11.5%. It is expected to increase to $2.9 billion in 2025 and further expand to $3.3 billion in 2026.

McKinsey predicts that by 2030, the global market size of brain - computer interface in the medical field is expected to reach approximately $40 billion, and will further expand to approximately $145 billion by 2040. The treatment of central nervous system diseases remains the main application direction.

From the perspective of domestic development, the top - level design at the policy level provides key impetus for the development of brain - computer interface.

In July 2025, the "Implementation Opinions on Promoting the Innovative Development of the Brain - Computer Interface Industry" jointly issued by seven ministries and commissions, including the Ministry of Industry and Information Technology, clearly stated that by 2027, breakthroughs will be made in key brain - computer interface technologies, and a technology and standard system will be initially established to promote the accelerated application of products in scenarios such as medical health; by 2030, leading enterprises with international influence will be cultivated, and an industrial ecosystem with global competitiveness will be formed.

To date, there are more than 200 relevant enterprises in China, distributed in 25 provinces. Data from the China Academy of Information and Communications Technology predicts that the scale of China's brain - computer interface industry is expected to reach billions of RMB in 2026 and 10 - 14 billion RMB in 2030.

Recently, there have been rumors that BrainCo, a brain - computer interface enterprise, has submitted an IPO application to the Hong Kong Stock Exchange in a confidential manner, jointly sponsored by China International Capital Corporation and UBS Group. If the news is true, BrainCo is expected to be the first enterprise among the "Six Little Dragons in Hangzhou" to enter the capital market.

Accelerated Layout of Listed Companies

Data from Eastmoney shows that there are currently 50 listed companies in the A - share brain - computer interface sector.

BioPerfectus Technologies Co., Ltd. (688767) has long been focusing on the R & D, production, and sales of POCT reagents and instruments. It is committed to in - depth innovation and global development in the field of point - of - care testing and has built a full - industrial - chain system covering diagnostic reagents, intelligent instruments, and core biological raw materials.

On January 13th, BioPerfectus Technologies completed an investment in Hangzhou Haoshi Tianhui Technology Co., Ltd. (hereinafter referred to as "Haoshi Tianhui") through its wholly - owned industrial investment platform, Botai Zhitou, in the form of strategic equity participation. It is reported that Botai Zhitou is the sole investor in this round of financing for Haoshi Tianhui.

Public information shows that Haoshi Tianhui is an innovative high - tech enterprise focusing on the field of artificial intelligence in healthcare. Its core founding team has overseas entrepreneurial experience and profound technical accumulation. The company focuses on the in - depth implementation of AI technology in medical scenarios and has built a diversified product matrix covering mental health, cardiovascular monitoring, and imaging diagnosis.

It is understood that BioPerfectus Technologies' investment this time focuses on the non - invasive brain - computer interface and mental health application fields, aiming to give play to the synergistic effect of resources and accelerate the clinical transformation and industrialization of innovative technologies.

In addition, Tianqi Group Co., Ltd. (002009) has entered the core track of brain - computer interface by participating in the equity of Suzhou Huahuixin. It focuses on the layout of high - density flexible neural electrode technology. It is one of the few domestic enterprises that have reached the animal experiment stage of this technology and is a core participant in the localization of brain - computer interface hardware.

Innovation Medical Technology Co., Ltd. (002173) has laid out the brain - computer interface industry with its subsidiary, Boring Brain - Computer, as the core. It is one of the early domestic medical enterprises to achieve the commercialization of brain - computer interface rehabilitation products. In August 2025, Boring Brain - Computer was officially included in the company's consolidated financial statements and became the core carrier of the brain - computer interface business.

This article is from the WeChat official account "Lanfu Finance Network". Author: Lanfu Finance Network. Republished by 36Kr with permission.