Hong Kong Stock Concept Tracking | Large-scale EEG Acquisition Technology Welcomed Major Breakthrough and Accelerated Commercialization of Brain-Computer Interfaces (with concept stocks)
The Zhitong Finance App learned that according to CCTV financial reports, yesterday afternoon, China's research team released a novel EEG signal acquisition device. For the first time in the world, thousands of people across regions can simultaneously collect EEG signals, taking a key step in the development of general technology for neural model training and brain-computer interface. The agency believes that the brain-computer interface market space may have taken shape in the medium term, and the industry is entering a stage of two-way competition between technological progress, commercialization, and industrialization.
According to the R&D team, achieving simultaneous collection of 1,000 people across regions has overcome two major technical difficulties: one is to ensure signal acquisition accuracy while miniaturizing equipment, and the other is to overcome the effects of network delays, achieve accurate alignment of millisecond time between multiple devices and regions, and ensure that different EEG signals can be uniformly analyzed.
In the past, most experiments related to EEG were limited to small-scale testing at a single site. This new set of equipment can collect and uniformly analyze brain signals in batches for the general public, completely breaking the limitations of the scale of data collection in the past.
Brain-computer interfaces are an important track for future global industries. Large-scale, high-quality EEG data is the core foundation for advancing technology from laboratories to industrialization.
In the future, large-scale EEG acquisition technology will continue to deposit data for training basic neural models. This also means that AI's learning materials will no longer be limited to indirect information such as text, images, and videos, but can directly understand human cognitive states through neural signals.
The commercialization of technology is inseparable from the application of actual scenarios, and policies at the national and local levels are strongly supporting industrial development. On July 13, 14 departments including the Ministry of Civil Affairs jointly announced the “Three-Year Action Plan to Expand Capacity and Improve Quality of the Rehabilitation Aids Industry (2026-2028)”, which mentions cutting-edge technologies such as brain-computer interfaces, rehabilitation robots, and bionic prosthetics. Fangzheng Securities pointed out that brain-computer interface technology paths have developed in multiple ways, the pace of clinical and commercial implementation has accelerated, and the industry has entered the first year of commercial transformation.
On July 23, according to the Shanghai Finance Official WeChat, the Finance Committee Office of the Shanghai Municipal Committee of the Communist Party of China and other departments issued “Certain Measures to Further Strengthen Technology Finance Services by Fully Utilizing Direct Financing Functions in Shanghai”, which mentions it to push the Science and Technology Innovation Board to continue to deepen reforms. Promote the introduction of a fifth set of standard listing review guidelines for enterprises such as artificial intelligence and low-altitude economy on the Science and Technology Innovation Board, promote the listing of enterprises in emerging industries and future industries such as controlled nuclear fusion, physical intelligence, big models, quantum computing, and brain-computer interfaces on the Science and Technology Innovation Board, continue to expand the scope of application of the fifth set of listing standards on the Science and Technology Innovation Board, and enhance the institutional inclusiveness and adaptability of the capital market to unprofitable enterprises in the cutting-edge technology sector.
According to the “China Brain-Computer Interface Commercialization Foresight Report”, driven by a combination of three factors, industrial policy support, technological breakthroughs, and market demand highlights, brain-computer interface technology is expected to enter a “golden window period” for large-scale commercialization, and 2026 will be the first year of large-scale application of brain-computer interfaces. China's brain-computer interface market is expected to exceed 5 billion yuan in 2026 and maintain rapid growth, and the market size is expected to exceed 15 billion yuan by 2030.
Zheshang Securities believes that the brain-computer interface industry is currently in a two-way race between technological progress, commercialization, and industrialization. As a result, the industry is showing a trend of “leading enterprises integrating to explore the technology ceiling, and the division of labor and collaboration among small and medium-sized enterprises accelerates commercialization.” Therefore, I am optimistic about two types of companies: 1) leading BCI companies that can achieve milestone breakthroughs and differentiated advantages through rapid iteration through upstream and downstream integration; 2) “shovels sellers” on the consumer brain-computer circuit, focusing on a single upstream core component, such as an invisible champion in the field of chips, batteries, and electrodes.
CITIC Construction Investment said that the brain-computer interface was upgraded to the 15th Five-Year Industrial Strategy. With strong support from multiple policies, industrial implementation is expected to accelerate, and it is recommended to focus on investment opportunities. Brain-computer interfaces are both medical and technological industries. In the short term, they are mainly used for disease treatment. In the long run, if they can enhance people and integrate with AI and robots, it is expected to open up trillion dollars in market space. There are no advantages or disadvantages between non-intrusive and intrusive brain-computer interfaces, but it is necessary to explore “real brain machines” with national policy support and real needs.
Related concept stocks:
Minimally Invasive Brain Science (02172): Minimally Invasive Brain Science announced that on May 28, 2026, the company's wholly-owned subsidiary Minimally Invasive Shentong Medical Technology (Shanghai) Co., Ltd. (Minimally Invasive Shentong Medical Technology (Shanghai)) signed a strategic cooperation agreement with Shanghai Aoyi Information Technology Co., Ltd. (Aoyi). According to the strategic cooperation agreement, Minimally Invasive Shentong Medical Technology (Shanghai) and Pride will use their respective technical and industrial advantages, promote deep integration of brain-computer interfaces and exoskeleton robot systems, carry out long-term R&D cooperation, explore potential application scenarios, and jointly promote the commercialization of cutting-edge brain science and technology.
Xinwei Medical-B (06609): As one of the first medical device companies in China to deploy brain-computer interfaces, Xinwei Medical is now at the forefront of the domestic brain-computer interface circuit. Xinwei Medical announced the 2026 mid-term profit forecast. The company's revenue from January to June 2026 is expected to be no less than RMB 280 million, an increase of more than 50% over the same period in 2025; the net profit is expected to be no less than RMB 60 million; the adjusted net profit is expected to be no less than RMB 70 million, an increase of more than 100% over the same period in 2025, further improving profitability.
Lansi Technology (06613): Lansi Technology's million-level mass production experience in strong brain technology projects is currently a scarce asset in the world. As one of the few giants that have passed through the BCI hardware manufacturing process, the company has established extremely high process barriers. In the future, with this first-mover advantage, the company is expected to enter the global supply chain systems of international giants such as Neuralink and become an indispensable hardware infrastructure in the “brain-computer interconnection” era.
Brain Aurora-B (06681): Brain Aurora was announced, and the company has officially become a strategic partner of the Beijing Frontier Brain-Computer Interface Research Institute. On July 13, the company revealed that its self-developed BraPT cognitive deep reasoning model won the runner-up in the 3rd Xiong'an Vertical Large Model (Smart) Application Competition, and was also selected as a typical case of artificial intelligence empowering scenario applications at the 2026 Global Digital Economy Conference.