Brain-Computer Interface Enters Government Work Report: A Strategic Window for Industrial Scaling Opens

Cailian Press, March 5th, by reporter Fan HeBrain-Computer Interface Written into Government Work Report for the First Time, Included in Future Industries Alongside Fields like Future Energy; Industry Insiders Tell Caixin That This Marks the Rise of BCI to National Strategic Importance. During Interviews, Companies Engaged in Early-Stage Medical Device R&D, Cutting-Edge BCI Enterprises, and Hospitals Involved in Clinical Translation All Showed Enthusiasm, Expressing Belief That Policy Support Will Drive More Resources and Capital Into the Sector, Accelerating Its Development.

Today, the fourth session of the 14th National People's Congress opened at the Great Hall of the People in Beijing. At the meeting, Premier Li Qiang delivered the 2026 Government Work Report. Notably, brain-computer interface was listed as a key future industry for national development for the first time. The report explicitly stated in the section on "cultivating and strengthening emerging industries and future industries": "Establish a growth and risk-sharing mechanism for future industries, and foster the development of future energy, quantum technology, embodied intelligence, brain-computer interface, 6G, and other future industries."

In fact, as early as July last year, the Ministry of Industry and Information Technology and six other departments issued the "Implementation Opinions on Promoting the Innovative Development of the Brain-Computer Interface Industry"; subsequently, in December, the central "15th Five-Year Plan" proposal explicitly stated "promoting quantum technology, biomanufacturing, hydrogen energy and nuclear fusion, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communications to become new economic growth points."

At present, China's brain-computer interface industry is entering a critical period for large-scale development.

At the same time, Xu Zhaoyuan, Deputy Minister of the Industrial Economy Research Department of the Development Research Center of the State Council, pointed out that the development of brain-computer interface has already had an industrial foundation. As a high-end industry, it can also provide traction and driving force for the transformation and upgrading of other related industries, such as brain neuroscience, AI, chip manufacturing, clinical medicine, and other disciplines.

"This is the first time that the medical device field has been placed at the height of a national strategy," said the general manager of Jiutai Medical Devices, a subsidiary of Boji Medicine (300404.SZ), in an interview with the Financial Associated Press. He noted that this year, brain-computer interface was written into the government work report for the first time and listed as one of the future industries, reflecting the country's high attention to the brain-computer interface industry. This is very beneficial for the entire industry, as it can channel various resources into the brain-computer interface sector, making it a focal point for public opinion and investment. This concentration will help the industry develop rapidly. Currently, the number of clinical trial cases for brain-computer interfaces in China and the U.S. are very close, and some Chinese companies have even completed more cases than certain American enterprises.

As a "leader" in China's invasive brain-computer interface field, StairMed has also expressed a positive and optimistic attitude. The company responded to reporters from the Financial News Agency, stating that the inclusion of brain-computer interfaces in the government work report signifies its rise as a key national development focus. This will foster stronger synergy at the policy, capital, and industry collaboration levels, accelerating China's strategic layout and breakthroughs in the global brain-computer interface domain. For enterprises, this represents an important window period for participating in building industrial foundational capabilities. "In the future, the company will continue to iterate its core algorithms and hardware systems, expedite large-scale clinical validation and registration pathways, and leverage its self-built MEMS production capabilities to strengthen the independent control and mass production of critical neural electrodes. By integrating the entire chain of capabilities from R&D and clinical trials to scaled production, the company aims to promote the sustainable implementation of brain-computer interfaces in real medical and life scenarios."

Apart from the R&D sector, as an application scenario for implementation, hospitals are also a crucial part of the brain-computer interface (BCI) industry's development. Today, Jinxin Brain Hospital, under Jinxin Reproductive (01951.HK), stated in an interview with the Caixin reporter that the hospital has high expectations for government policies. On one hand, it hopes for stronger industry support, including establishing green channels for the approval and regulation of innovative medical devices, allowing new technologies to benefit patients more quickly. On the other hand, it expects the government to take an active role in building collaborative platforms for industry, academia, research, and application, promoting in-depth cooperation among healthcare, research, and enterprises. This could be achieved by organizing industry alliances and hosting technical exchange meetings, providing clinical validation scenarios and development opportunities for more innovative companies, and fostering a healthy industrial ecosystem. It is reported that, as one of the key medical forces in the core area of Chengdu’s "Western Brain Valley," the hospital has established a comprehensive BCI research platform through the creation of a clinical transformation research institute for brain-computer interfaces.

At the same time, the secondary market also quickly responded to the above policies. According to Wind data, as of today's close, the Brain-Computer Interface Index (8841700) rose more than 2%, Innovation Medical (002173.SZ) increased by 5.56%, Beilu Pharmaceuticals (300016.SZ) rose by 6.31%, and related concept stocks such as Aipeng Medical (300753.SZ), Sanbo Brain Science (301293.SZ), Meihao Medical (301363.SZ), and Biotron Diagnostics (688767.SH) followed with gains.

But due to the fact that brain-computer interfaces are still in the early stages, the current market space that the industry can bring is still limited. The general manager of Jiutai Medical Devices stated from the company's perspective, "This year, brain-computer interfaces are an important focus for the company’s development. We are placing them in a top-priority position to further enhance Jiutai Medical Devices' capabilities in clinical trials of innovative medical devices. However, in the clinical trials of brain-computer interfaces, the number of participants is generally small. Therefore, for us, the revenue contribution from this field will not be very high."