Policy Tailwinds Accelerate Industrialization of China's Brain-Computer Interface Sector

　　【Pharmaceutical Network | Industry Trends] Brain-computer interface (BCI) is a convergent technology integrating neuroscience, microelectronics, artificial intelligence algorithms, and medical device engineering, enabling direct bidirectional communication between the brain and external systems without relying on peripheral nerves or muscles. In the field of BCI, China continues to introduce favorable policies, such as including BCI as a key focus area for future industries in the “15th Five-Year Plan.”
 

Recently, Anhui and Guangdong provinces successively released action plans, clarifying mid-to-long-term industrial development goals and implementation pathways. For instance, Guangdong has proposed that by 2030, it will add 100 brain-computer interface (BCI) technology enterprises, create more than 10 blockbuster non-invasive BCI products, establish 200 BCI wards in the medical field, achieve a core industry scale reaching the ten-billion-yuan level, and drive an upstream and downstream industry scale to the hundred-billion-yuan level. Anhui has proposed that by 2028, its industry will rank among the top tier nationwide, with no fewer than 10 typical application scenarios established, three clinical trials for invasive devices completed, five multi-domain BCI systems launched, and three industry backbone enterprises cultivated; by 2030, it aims to build a self-controlled and complete industrial system, significantly enhance the capability for diagnosis, treatment, and rehabilitation of brain diseases, and form demonstrative multi-scenario integrated applications.
 

Driven by the continuous empowerment of domestic industrial policies, the research, development, and commercialization of brain-computer interface (BCI) technologies in China are accelerating. For instance, the “EEG Acquisition Device,” jointly developed by Xinzhida and the Beijing Institute for Brain Disorders, has received market approval. This product is primarily intended for medical institutions to collect and record human electroencephalographic (EEG) physiological signals and is to be used by qualified healthcare professionals within these settings. In March this year, Neuracle’s NEO-ONE SCI received market approval, securing the medical device registration certificate for an invasive brain-computer interface. The indicated population for NEO-ONE SCI comprises patients with quadriplegia resulting from cervical spinal cord injury. The product adopts a minimally invasive epidural implantation approach, wherein the implanted component is embedded under the scalp on the surface of the skull via minimally invasive surgery, with the electrode array placed on the outer side of the dura mater. The implant captures intracranial EEG signals associated with motor intent, which are then wirelessly transmitted to an external host unit for decoding. Upon recognizing the user’s intent, the system generates control commands to drive a配套 pneumatic glove, assisting patients in performing grasping movements. Addressing core challenges in clinical scenarios—such as eating, drinking, and independently holding objects—is the primary objective of this product.
 

Driven by multiple favorable policy and clinical developments, companies such as Neuracle and BrainCo are intensively securing financing in their push for initial public offerings (IPOs). It is reported that Neuracle’s IPO application on the STAR Market has entered the inquiry stage, having been accepted on June 11, 2026. The company plans to raise RMB 2.5 billion, with the net proceeds, after deducting issuance expenses, allocated to brain-computer interface (BCI) R&D projects, BCI industrialization projects, and supplementary working capital.
 

An institutional research report points out that Neuracle has built a product portfolio driven by both non-invasive and invasive technologies. The report believes that its non-invasive products have reached commercial maturity, with steady revenue growth; the neuromodulation single product saw a year-on-year revenue increase of 300% in 2025. Invasive products are on the verge of large-scale commercialization and will become a new growth curve. The report indicates that strong rehabilitation demand in the medical field provides certain short-term growth for the company. In the long term, as brain-computer interfaces serve as core technology for human-machine integration, they hold vast potential in areas such as mind control, AI integration, and treatment of neurological disorders, with the global market expected to reach a trillion-dollar scale.
 

In January this year, BrainCo completed a RMB 2 billion Series B+ financing round and submitted its IPO application to the Hong Kong Stock Exchange on a confidential basis at the end of January. Unlike Neuracle’s “hardcore medical” approach, BrainCo focuses on the large-scale commercialization of non-invasive consumer-grade and rehabilitation solutions—its intelligent bionic hand and intelligent bionic leg have both received U.S. FDA marketing clearance; furthermore, the medical version of “Zhuanzhuxin,” a wearable EEG device for children with ADHD, was approved in China in January 2026.
 

From policy planning and local industrial implementation to the commercialization of medical devices and sustained empowerment by capital markets, China’s brain-computer interface (BCI) industry is undergoing continuous leaps forward. In the future, with the ongoing breakthroughs in core components through independent R&D and the continuous expansion of clinical application scenarios, the domestic BCI industry will continue to unlock value in fields such as medical rehabilitation and intelligent interaction, seize first-mover advantages in this sector, and cultivate new quality productive forces for future industries through independently innovative technologies.
 

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