Brain-Computer Interface Commercialization Accelerates: Transitioning from 'Medical Trial Tool' to 'Mass-Market Product'

Source: Securities Daily

By our reporter, Li Wan Chenxi

    East MoneyData shows that as of the market close on January 5, the human brain engineering sector performed strongly,Sanbo Brain HospitalHospital Management Group Co., Ltd., BeijingChengyitongControl Technology Group Co., Ltd., Shenzhen Meihao Chuangyi Medical Technology Co., Ltd. (hereinafter referred to as “Meihao Medical”) and more than 10 other companies saw their stocks hit the daily limit up, with the sector surging 13.24%, making it one of the most closely watched frontier tracks since the beginning of the year.

In terms of news flow, on January 2 (Beijing time), Elon Musk announced on social media that his brain-computer interface company, Neuralink, will commence mass production in 2026 and transition to a more streamlined, fully automated surgical procedure. Domestically, on January 1, Gestalt (Chengdu) Technology Co., Ltd., jointly initiated by Peng Lei, former co-founder and CEO of Shanghai NeuroX Corporation, and Chen Tianqiao, founder of Shanda Group and the Tianqiao and Chrissy Chen Institute for Neuroscience, was officially established. This marks the launch of a new trajectory in China’s brain-computer interface sector, leveraging ultrasound technology as its core technical stack.

Zhou Di, an expert in the National Science and Technology Expert Database of the Ministry of Science and Technology, stated in an interview with a reporter from Securities Daily that since the beginning of the year, multiple positive signals from both domestic and international sources have provided clear guidance, indicating that brain-computer interface (BCI) technology is expected to officially enter the commercialization stage in 2026. The industry’s development logic is undergoing a shift, accelerating from the earlier phase of clinical validation toward a new track focused on commercialization and large-scale deployment, thereby transforming this frontier technology from a “medical experimental tool” into a “widely accessible product.”

Parallel Breakthroughs Across Multiple Technological Pathways

“2025 was regarded by the industry as the ‘inaugural year of brain-computer interface development in China,’ with intensive implementation of technological innovations and clinical translation achievements, forming a landscape where invasive, semi-invasive, and non-invasive technical routes are pursued in parallel, propelling industrial development into the fast lane,” said Zhang Xinyuan, head of research at Beijing Kefangde Technology Development Co., Ltd., in an interview with a reporter from Securities Daily.

In addition to the aforementioned non-invasive ultrasound-based approaches, significant progress has been made in invasive and semi-invasive domains. In June 2025, China successfully conducted its first-ever clinical trial of an invasive brain-computer interface (BCI), jointly carried out by the Center for Excellence in Brain Science and Intelligence Technology of the Chinese Academy of Sciences, Huashan Hospital Affiliated to Fudan University, and related enterprises. This milestone marks China as the second country globally to advance invasive BCI technology into the clinical trial phase. In the semi-invasive domain, the “Beinao No. 1” device, independently developed by Beijing Xinzhida Neurotechnology Co., Ltd., initiated a multi-center clinical trial in accordance with Good Clinical Practice (GCP) standards in October 2025, signaling that China’s BCI research has entered a new stage characterized by standardized, large-scale clinical validation.

The localization of core technologies is also accelerating its breakthroughs. In September 2025, Wuhan Zhonghua Brain-Computer Integration Technology Development Co., Ltd. collaborated with Union Hospital affiliated to Tongji Medical College of Huazhong University of Science and Technology to complete the first clinical implantation surgery of a fully domestically developed brain-computer interface chip.

Cao Zhe, Chief Investment Officer of Beijing Aiwen Zhilue Investment Management Co., Ltd., told reporters from Securities Daily that, in terms of application scenarios, healthcare is the primary field for brain-computer interfaces (BCIs). With diverse technological breakthroughs in China, BCI applications are expanding from essential medical needs to more diversified areas such as motor function reconstruction and language decoding. In addition, explorations into the use of BCI technology in fields like chronic pain management are steadily advancing.

The continuous release of policy dividends has injected strong momentum into the development of the brain-computer interface (BCI) industry. On January 4 this year, the Huangpu District Science and Technology Commission and the Huangpu District Investment Promotion Office jointly issued the Several Measures on Promoting Innovation and Translation Services for Brain-Computer Interfaces in Huangpu District (Trial), which precisely focuses on core aspects such as technological innovation, project support, achievement translation, and application demonstration in the BCI field. In 2025, Beijing, Hubei, Zhejiang, and other regions intensively rolled out favorable policies for brain-computer interfaces, forming a full-chain support system covering financial assistance, standard development, medical insurance implementation, and industrial agglomeration.

The “Implementation Opinions on Promoting the Innovative Development of the Brain-Computer Interface Industry,” previously issued by the Ministry of Industry and Information Technology and six other departments, explicitly states that by 2027, breakthroughs will be achieved in key brain-computer interface technologies, and an advanced technological, industrial, and standardization system will be initially established.

Yu Fenghui, a senior researcher at Pangu Think Tank (Beijing) Information Consulting Co., Ltd., stated that as technological solutions mature and mass production advances, application scenarios will gradually expand into consumer electronics, intelligent interaction, industrial control, and other fields,有望 forming an industry landscape driven by the dual engines of “healthcare + consumer.”

According to research data from CCID Consulting, the market size of China's brain-computer interface (BCI) industry reached RMB 3.20 billion in 2024, with a growth rate of 18.8%. It is projected that by 2028, the market size will reach RMB 6.14 billion, representing a compound annual growth rate (CAGR) of 17.7% from 2024 to 2028.

# Moving into a New Phase of Large-Scale Implementation

“Amid continuous technological breakthroughs and intensive policy support, listed companies in the industry chain are focusing precisely on key areas such as core component research and development and product application implementation, accelerating the industry’s transition from the clinical validation phase to a new stage of large-scale deployment,” said Zheng Lei, Chief Economist at Samoyed Cloud Technology Group.

On January 5, Meihao Medical stated on the Shenzhen Stock Exchange’s Interactive Easy Platform that the company is engaging in in-depth product collaboration with downstream brain-computer interface (BCI) customers, assisting them in achieving efficient commercialization from laboratory R&D to mass shipment.

NanjingMedlanderMedical Technology Co., Ltd. recently stated in its investor relations activity record that the company expects to obtain its first medical device registration certificate for a brain-computer interface (BCI) product—the transcranial magnetic stimulation (TMS) device for BCI applications—in the first quarter of 2026. Upon receiving this initial certification, the company will rapidly integrate this technology into its existing product lines.

In terms of the commercialization and implementation of brain-computer interface products, JiangsuAipeng MedicalA relevant official from the technology company stated that the company’s ADM series of anesthesia depth monitors have been launched and are on sale, although revenue scale remains small. The commercialization and promotional rollout of the Multimodal Attention Deficit and Hyperactivity Disorder Behavioral Training System and the Refractory Insomnia Anesthesia Treatment System have officially commenced.

Zhang Xiaorong, Dean of the Deep Technology Research Institute, stated in an interview with a reporter from Securities Daily that listed companies in the brain-computer interface (BCI) industry chain should focus on breaking through in medical scenarios with rigid demand, collaborate with research institutes to tackle the localization of core components such as high-precision electrodes; establish an industry chain collaboration platform to share testing resources and data, thereby reducing R&D trial-and-error costs; leverage medical insurance coverage and local policy incentives, enhance product cost-effectiveness through technological cost reduction, balance R&D investment with commercialization pace, and firmly uphold the bottom lines of compliance and data security.