Brain-Computer Interface Receives Major Local Policy Boost as Over a Dozen Stocks Attract Intensive Institutional Research

(Source: Caiwen)

Guangdong Releases Special Plan for Brain-Computer Interfaces, Pushing for Inclusion in Medical Insurance; 13 Related Concept Stocks Received Institutional Research This Year, with Some Share Prices Under Pressure.

On June 26, Guangdong Province recently issued the "Action Plan for the Coordinated Development of Brain-Computer Interface Technology and Industry (2026–2030)," explicitly promoting the inclusion of brain-computer interface technology in the medical insurance system and fostering deep integration between artificial intelligence and the industrial chain. In 2026, brain-computer interfaces were included in the Government Work Report for the first time, listed as one of the six future industries. Previously, Beijing, Shanghai, and Shandong had introduced special policies in 2025, with Jiangsu and Tianjin following suit this year.

According to statistical data, brain-computer interface concept stocks have generally weakened since the beginning of this year, among whichBeijing Aerospace Changfeng Co.,Ltd.（600855.SH）、Hanwei Technology（300007.SZ）Decline exceeding 30%,Apon Medical（300753.SZ）、Sunnyou（688626.SH）Wait for the decline to exceed 20%.

Despite share price pressure, 13 brain-computer interface concept stocks have still received institutional research visits this year, including Sunnyou Medical,Meihao Medical（301363.SZ）, Apon Medical,VISHEE（688580.SH）The number of institutions participating in research surveys for these individual stocks exceeded 100, reflecting that the market continues to pay attention to long-term industrial layout.