China's Brain-Computer Interface Industry Accelerates Toward Commercialization with Multi-Center Clinical Trial Launch

Source: Securities Daily

Our Staff Reporter Ding Rong

Recently, a multi-center clinical trial of the ultra 100-channel fully invasive brain-computer interface system was launched at Beijing Tiantan Hospital, Capital Medical University. The first batch plans to enroll 32 patients, marking the entry of China's independently developed high-throughput invasive brain-computer interface technology into the clinical transformation stage.

Guo Tao, Deputy Director of the China E-Commerce Expert Service Center, said in an interview with Securities Daily: "This trial will accumulate key data for the clinical application of brain-computer interface technology, which is expected to further promote the technology from laboratory to practical application. The brain-computer interface industry is in the early stage of commercial exploration, and has broad development prospects in the future."

Technology Accelerates Iteration

According to the introduction, one month after the surgery, once the subjects have adapted to the implanted electrodes, the system will be activated to extract motor intentions from the brain for hand function rehabilitation training, gradually achieving the effect of brain-controlled mouse and fine hand movements.

Currently, there are three technical routes in the global development of brain-computer interfaces: non-invasive brain-computer interfaces, semi-invasive brain-computer interfaces, and fully invasive brain-computer interfaces, each with different application scopes. The fully invasive brain-computer interface system used in this trial consists of two major modules: an intracortical implantable flexible electrode and a highly integrated fully implantable signal collector. The flexible electrode is made of ultra-thin biocompatible materials, which can significantly reduce immune responses after implantation while accurately capturing single-neuron action potentials with high spatiotemporal resolution. It also enables real-time, high-precision decoding of fine brain electrical information, achieving an order-of-magnitude increase in the rate of human-computer interaction information transmission. The accompanying fully implantable signal collector adopts a wireless, fully embedded design, equipped with a medical-grade rechargeable battery and supports wireless charging, allowing for simultaneous acquisition and transmission of high-channel neural signals. Patients can receive treatment and rehabilitation training in a more natural and comfortable environment.

Quadriplegia caused by spinal cord injury is one of the most challenging clinical problems in the field of neurology, and current rehabilitation methods have limited effectiveness in restoring motor function for this group of patients. Brain-computer interfaces, which can bypass damaged neural pathways or limbs to directly interpret and execute brain motor intentions, have shown broad application prospects and are expected to become an innovative treatment pathway.

"Thanks to the development of technologies such as biomaterials, ultra-large-scale integrated circuits, and neuroscience decoding algorithms, brain-computer interface technology is accelerating innovation and iteration." Zhang Xinyuan, research director of Beijing Kefangde Technology Development Co., Ltd., told reporters from the Securities Daily.

Listed Companies Increase Layout

The industrial ecosystem of brain-computer interfaces is accelerating its formation, with multiple A-share listed companies making forward-looking layouts to strengthen the foundation of technological self-control.

HenanSunnyou MedicalXiangyu Medical Co., Ltd. recently stated in response to a question from researchers that the company's brain-computer interface chip is fully self-developed, with core advantages lying in full industrial chain autonomy and deep adaptation to rehabilitation medical scenarios.

"At present, the company has established a brain-computer interface innovation collaboration network with hundreds of high-level hospitals, providing solid support for clinical validation, data accumulation, and product iteration," a relevant person in charge of the company stated recently at an earnings briefing. "Currently, brain-computer interface products are mainly entering leading hospitals through medical-enterprise collaboration, scientific research cooperation, and clinical research (GCP/IIT) models, with a focus on case accumulation, data validation, and patent layout."

Sanbo Brain HospitalSano Brain Hospital Group Co., Ltd. (hereinafter referred to as "Sano Brain") wholly-owned subsidiary Beijing Sano Brain Hospital Co., Ltd. and the School of Biomedical Engineering at Tsinghua University jointly established the Brain-Computer Precision Medicine Research Center. The cooperation between the two parties is currently ongoing. In addition, Sano Brain, by participating in the establishment of a brain science innovation fund, is engaged in related industrial investments and business synergy layouts, continuously improving the clinical diagnosis and treatment standards, and further enhancing the company's technological empowerment.

Innovative HealthcareManagement Co., Ltd. has been proactively laying out plans in the brain-computer interface industry since 2021. Collaborating with members of Zhejiang University's brain-computer interface research team, they co-founded Boling Brain-Computer (Hangzhou) Technology Co., Ltd. (hereinafter referred to as "Boling Brain-Computer"). The Boling Brain-Computer team has preliminarily established an independent intellectual property system in the core technology areas of brain-computer interfaces. Continuously innovating in the field of embodied interaction, Boling Brain-Computer is moving towards the goal of achieving human-machine integration. Currently, the preliminary application scenarios mainly include the medical and health consumption fields, as well as consumer-grade embodied interaction.

Southwest SecuritiesA research report released by Xiangyu Medical Co., Ltd. shows that 2026 will be a key turning point for brain-computer interfaces transitioning from laboratories to scaled and industrialized applications. Non-invasive and some semi-invasive approaches are expected to achieve small-scale commercialization first, while invasive methods are still in the approval and clinical safety verification phase. The industry as a whole is at the tail end of the introduction phase, on the eve of an explosion.

(Editor: Wang Wanying)