On the Eve of Commercialization: MicroPort NeuroTech's Billion-Dollar Platform Breakthrough in Brain-Computer Interfaces

May 28,China's Leading Enterprise in the Field of Brain ScienceMinimally Invasive Brain Science Co., Ltd.With a Leading Enterprise in the Non-Invasive Brain-Computer Interface FieldOYMotion Technology Co., Ltd.OYMotion has signed a strategic cooperation agreement; both parties will leverage their respective unique advantages in core technologies and industrial ecosystems,Jointly promote the deep integration of brain-computer interfaces and exoskeleton robotic systems;Conduct long-term joint research and development, and collaboratively advance the global commercialization of cutting-edge brain science technologies.

To this day, "brain-integrated" exoskeleton robots capable of truly decoding motor intentions and autonomously driven by neural signals remain a clinical gap yet to be filled globally.

This timely strategic partnership is precisely designed to fully realize the technological value of brain-computer interfaces (BCIs) through robotic exoskeletons as a platform, ultimately achieving the transition from the laboratory to the bedside and from technological breakthroughs to a complete commercial closed-loop.

01

A Timely Industry Collaboration

The underlying logic of this strategic partnership is rooted in the unmet, urgent, and critical rehabilitation needs of China's tens of millions of nerve injury patients.

Stroke is the third leading cause of death globally and the "number one killer" of Chinese residents. China ranks first worldwide in stroke incidence, prevalence, disability rate, and mortality rate, with over 28 million current patients, and the number continues to grow at an annual rate of 8.7%.

MicroPort NeuroTech stands as a domestic leader that has been deeply cultivating this core sector crucial to national health for over two decades.

Since pioneering its presence in the neurointerventional field in 2004, as an industry trailblazer and the leading domestic brand, MicroPort NeuroTech has consistently held the top market share for Chinese-produced neurointerventional products. Its comprehensive product portfolio covers three core disease areas: hemorrhagic stroke, cerebral atherosclerotic stenosis, and acute ischemic stroke. As of the end of 2025, it has entered nearly 3,800 hospitals in China, cumulatively supporting over 290,000 neurointerventional procedures; meanwhile, it has successfully expanded to 36 countries and regions, establishing a global commercial network.

However, heavier than the disease itself is the long-term burden imposed by its sequelae.

Data show that approximately 75%–85% of stroke survivors are left with varying degrees of functional impairment, among which limb motor deficits are the most prevalent, directly resulting in the loss of patients' independence in activities of daily living.

The rehabilitation needs of this large and well-defined patient population constitute one of the most indispensable markets with inelastic demand in the healthcare sector.However, traditional rehabilitation has long relied heavily on manual, one-on-one training, a model that not only yields limited therapeutic efficacy but also faces an industry-wide dilemma stemming from a severe shortage of high-quality rehabilitation resources. Particularly for patients with severe neurological injuries, effective functional recovery is virtually unattainable through conventional means. Confined to prolonged bed rest and dependent on caregivers, these patients suffer a drastically diminished quality of life, while simultaneously imposing an unbearable dual economic and psychological burden on their families and society. Estimates indicate that the total annual economic burden attributable to neurological injuries in China has already exceeded RMB 400 billion.

It is precisely against this backdrop that patients and their families have demonstrated an exceptionally high willingness to pay for innovative therapeutic technologies capable of significantly improving functional outcomes and helping patients regain independence in daily living. This has laid the most solid market foundation for the commercial deployment of cutting-edge neurorehabilitation technologies, such as brain-computer interfaces (BCIs) and robotic exoskeletons.

Meanwhile, China’s brain-computer interface (BCI) industry is reaching a historic turning point. With healthcare serving as the largest and most mature downstream application sector for BCI technology, the market size is accelerating its expansion from tens of billions of yuan to hundreds of billions of yuan. Furthermore, the systematic reinforcement of national-level policies is comprehensively accelerating this process.

2025 has been dubbed by the industry as "the inaugural year of brain-computer interface clinical translation in China."

This year, the industry completed a comprehensive institutional closed-loop, transitioning from "lacking regulatory basis" to "having clear guidelines to follow":

March,The National Healthcare Security Administration has taken the lead in including brain-computer interfaces in the approved pricing items for nervous system medical services, thereby clearing the first key hurdle for clinical billing;

August,Seven departments jointly issued the 《Implementation Opinions on the Innovative Development of the Brain-Computer Interface Industry》, targeting key technological breakthroughs by 2027 and coordinating resources at the national strategic level to advance industrial commercialization;

September,The National Medical Products Administration has issued China's first industry standard for brain-computer interface medical devices, completely filling the regulatory gap in the industry.

2026 will undoubtedly become the "inaugural year of commercialization" for brain-computer interfaces in China.

In March, the world’s first invasive brain-computer interface (BCI) product received marketing approval in China, marking the formal transition of this sector from clinical research to large-scale clinical application. To date, most provinces across China have established clear government-guided pricing: RMB 6,000–6,600 per procedure for invasive BCI implantation, and approximately RMB 960 per session for non-invasive BCI fitting. This transparent pricing framework not only secures stable and predictable market returns for innovative enterprises, but also paves the way for the rapid hospital adoption and large-scale commercialization of these products.

Based on the above, this strategic partnership between Minimally Invasive Brain Science and OYMotion represents a precise strategic positioning grounded in clear market demand and a well-defined commercialization pathway.

Currently, the collaboration between the two parties has entered the substantive implementation phase, with the initial phase focusing on rehabilitation scenarios for key neurological impairment populations such as stroke patients,It will subsequently be gradually expanded to broader application domains such as human-computer interaction and functional compensation, offering multi-stage growth potential.

02

Forging a Scarce Investment Target in Integrated "Brain-Computer-Mechanical" Systems

Human-machine collaboration and intention recognition currently represent the core technical bottleneck for exoskeleton robots transitioning from "usable" to "user-friendly".

Currently, mainstream exoskeletons remain at a preliminary stage characterized by "pre-set gait + passive following". Their intent recognition systems, based on electromyography (EMG) and inertial measurement units (IMUs), suffer from three inherent and difficult-to-overcome shortcomings: insufficient robustness, inadequate intent recognition, and poor scenario adaptability.

Globally, virtually no single enterprise can simultaneously master the full-chain core technologies spanning from neural signal acquisition and decoding to mechanical actuation.The core value of this collaboration lies precisely in establishing a complete technological closed-loop of "brain signal acquisition → intention decoding → precise exoskeleton execution".

Leveraging over two decades of accumulated expertise in the neurointerventional business, MicroPort NeuroTech is advancing along the full-lifecycle management pathway for neurological diseases, deepening its expansion into two key strategic directions:

• In the field of neurosurgery,Gradually cover a broader disease spectrum, including intracerebral hematoma, hydrocephalus, brain tumors, etc.;

• In the field of brain-computer interfaces,Targeting two core clinical scenarios—post-stroke active rehabilitation and psychiatric disorder intervention—we will develop multimodal brain-computer interface (BCI) products, including invasive variants, to advance the productization and commercialization of the technology.

The progression from neurointervention to brain-computer interfaces represents both a natural extension of Minimally Invasive Brain Science's engineering capabilities, clinical resources, and global commercialization network, and a strategic elevation in value from "saving lives" to "restoring function".In November 2025, the Chaos Brain-Computer Interface Research Institute under Minimally Invasive Brain Science was officially inaugurated. Focusing on forward-looking research and technological reserves for medical applications of brain-computer interfaces, it provides foundational support for long-term technological competitiveness. This strategic partnership with OYMotion marks the first significant practice in driving the practical implementation and commercialization of these technologies, half a year after the institute's establishment.

In terms of technical capabilities, both parties precisely complement each other:

Minimally Invasive Brain Science possesses extensive expertise in minimally invasive implantation and the clinical translation of neurointerventional technologies, closely aligning with the underlying technical requirements of brain-computer interfaces;

OYMotion specializes in non-invasive EEG and EMG signal acquisition, AI-based motor intention decoding, and the R&D of multi-degree-of-freedom robots. The company features a mature product portfolio of bionic and dexterous robotic hands, possesses independent manufacturing capabilities for core components, and has extensive experience in the industrialization of rehabilitation engineering.

Directly reading neural signals via brain-computer interfaces can significantly address the delayed response and poor adaptability of traditional exoskeletons, making "mind-controlled" operation truly clinically viable.

In terms of ecosystem expansion, both parties will empower each other:

By leveraging Minimally Invasive Brain Science’s strengths in brain technology research, clinical translation, and commercialization, alongside OYMotion’s capabilities in high-performance, highly compatible exoskeleton robotic devices and intelligent control solutions, the collaboration will continuously optimize the functionality, performance, and user experience of brain-computer interface systems. Meanwhile, this partnership will establish an innovative model featuring the deep integration of industry, academia, research, and application, thereby delivering more effective treatment solutions for patients with neurological disorders.

03

Redefining the Differentiated Path for China's Brain Science

A hundred ships race against the current; the diligent oarsmen take the lead.

While most neurointerventional companies are still competing in the existing market under normalized centralized procurement, Minimally Invasive Brain Science has taken the lead in strategically transforming from a single-device manufacturer into a neuroscience platform.

Over the past decade, China's neurointerventional market has experienced explosive growth, with domestic manufacturers gradually breaking foreign monopolies and rapidly expanding their market share. However, since 2024, the fundamental dynamics of the industry have undergone a paradigm shift. Centralized procurement has comprehensively compressed product profit margins, homogenized competition has intensified, and market concentration continues to rise. At present, medical device manufacturers relying on a single product or technology are generally encountering growth bottlenecks.

The industry’s core breakthrough path lies in extending from “disease treatment” to “functional reconstruction,” and constructing a full-lifecycle value system for neurological diseases. Enterprises that pioneer this transition will transcend the tens-of-billions red ocean of neurointervention and enter the hundreds-of-billions blue ocean of brain science.

The three core capabilities accumulated by MicroPort NeuroTech align closely with the underlying requirements of brain-computer interface (BCI) technology, establishing a competitive barrier that other enterprises cannot readily replicate in the short term.

Advantages of Minimally Invasive Interventional Technology.Its precision manufacturing capabilities, accumulated in neurointerventional catheters, stents, coils, and other products, share the same technological origin as the core technologies of invasive brain-computer interfaces. The most critical electrode implantation technology for brain-computer interfaces is essentially an extension and advancement of neurointerventional techniques. This large-scale, highly complex clinical experience and established recognition cannot be rapidly acquired by pure-play technology companies.

Accumulated expertise in neural signal processing technology.Its years of strategic engagement in the field of neuromodulation have enabled it to master core technologies in neural signal acquisition, amplification, filtering, and decoding. This forms the critical foundation for brain-computer interfaces to achieve precise intent recognition, and remains the primary technical bottleneck for most BCI startups today.

National clinical translational network.Its products are deployed in hospitals across China, including over 2,100 tertiary hospitals and all of the top 100 hospitals in the National Stroke Center rankings. It also possesses extensive experience in clinical trial design and regulatory submission for medical devices, enabling the rapid translation of cutting-edge technologies into compliant clinical products. This capability serves as a core prerequisite for the large-scale commercialization of brain-computer interfaces.

Currently, the global neuroscience sector has formed a tripartite competitive landscape among China, the United States, and Europe. Leveraging its vast clinical case data and diverse application scenarios, China has established a unique advantage in technology translation and implementation.

Domestic enterprises, represented by Minimally Invasive Brain Science, have eschewed the conventional path of mere technological catch-up. Instead, leveraging their profound technological expertise, they have boldly ventured into the frontier "uncharted territory," propelling Chinese-made brain science technologies onto the global competitive stage.

Ultimately, the fundamental purpose of all technological iterations remains centered on the core needs of patients. With the continuous maturation and large-scale deployment of brain-computer interface (BCI) technology, we look forward to the day when patients once diagnosed with "incurable diseases" will finally have the opportunity to restart their lives.