Hong Kong Stock Concept Tracking | Breakthrough in Large-scale EEG Collection Technology, Accelerating Commercialization of Brain-Computer Interface (with Concept Stocks)

According to the report from CCTV Finance, yesterday afternoon, a Chinese research team released a new type of brainwave signal acquisition device, achieving for the first time in the world synchronous brainwave signal acquisition from thousands of people across different regions, taking a crucial step towards the development of neural large-scale model training and brain-machine interface universal technology. Institutions believe that the mid-term space for brain-machine interfaces may already be substantial, and that the industry is entering a stage of dual-speed competition in technological progress, commercialization, and industrialization. The research team explained that achieving synchronous acquisition from thousands of people across different regions overcame two major technical challenges: ensuring signal acquisition accuracy while reducing the size of the equipment, and overcoming network latency effects to achieve precise alignment in milliseconds between multiple devices and regions, ensuring that different brainwave signals can be uniformly analyzed. In the past, most brainwave-related experiments were limited to small-scale testing in a single location. This new equipment allows for the mass collection and unified analysis of brain neural signals for the general public, breaking through the previous limitations in data collection scale. As a vital sector in the global future industry, large-scale, high-quality brainwave data is the core foundation for transitioning technology from the laboratory to industrial applications. In the future, large-scale brainwave acquisition technology will continue to accumulate data for training neural basic models. This also means that AI 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 commercial implementation of technology cannot be separated from practical applications. Policies at the national and local levels are strongly supporting industrial development. On July 13, the Ministry of Civil Affairs and 14 other departments jointly announced the "Three-Year Action Plan (2026-2028) to Enhance the Capacity and Quality of Rehabilitation Aids Industry", which mentions tackling frontier technologies such as brain-machine interfaces, rehabilitation Siasun Robot & Automation, and bionic prosthetics. Founders point out that brain-machine interface technology is developing diversely, with clinical and commercial implementations accelerating, indicating the industry's first year of commercial transformation. On July 23, according to a message from the Shanghai Financial Authority's official WeChat account, the Shanghai Municipal Committee of the Communist Party of China Financial Committee Office and other departments issued several measures to further strengthen science and technology financial services. This includes promoting continued deepening reforms in the Science and Technology Innovation Board and the issuance of guidelines for the listing review of the fifth set of standards for companies in the fields of artificial intelligence and low-altitude economy on the Science and Technology Innovation Board. This will facilitate the listing of emerging industries such as controlled nuclear fusion, embodied intelligence, large-scale models, quantum computing, brain-machine interfaces, and other future industries on the Science and Technology Innovation Board, expanding the scope of applicability of the fifth standard listing criteria and enhancing the capital market's system inclusiveness and adaptability towards frontier technology enterprises. The "China Brain-Machine Interface Commercialization Outlook Report" points out that due to the combined effects of industrial policy support, technological breakthroughs, and prominent market demand, brain-machine interface technology is expected to enter a "golden window period" for large-scale commercial implementation. It predicts that 2026 will be the first year of large-scale application of brain-machine interfaces. By 2026, the market size of China's brain-machine interface is expected to exceed 5 billion RMB and maintain rapid growth, with the market size expected to exceed 15 billion RMB by 2030. Zheshang believes that the brain-machine interface industry is currently in a stage of dual-speed competition in technological progress, commercialization, and industrialization. Therefore, the industry is showing a trend of "leading companies exploring technological ceilings through integrated exploration, while medium and small enterprises are accelerating commercialization through collaborative division of labor." As a result, it is optimistic about two types of companies: 1) leading BCI companies that can achieve milestone breakthroughs and differentiation advantages through integrated integration upstream and downstream; 2) consumer brain-machine interface companies focusing on a specific core component upstream, such as chips, batteries, electrodes, etc. China Securities Co., Ltd. stated that brain-machine interfaces have been upgraded to a strategic industry in the 14th Five-Year Plan, and with strong policy support, industrial implementation is expected to accelerate, suggesting that investment opportunities should be noted. Brain-machine interfaces comprise both the medical and technology industries, with the short-term focus mainly on disease treatment applications. In the long run, if enhancements can be made to people and integrated with AI and Siasun Robot & Automation, it may open up a trillion-dollar market space. There is no distinction between non-invasive and invasive brain-machine interfaces, but uncovering true brain-machine interface applications supported by national policies and actual demand is crucial. Related Stock Concepts: MICROPORT NEURO (02172): MICROPORT NEURO announced that on May 28, 2026, its wholly-owned subsidiary, Microcatheter Wizard Medical Technology (Shanghai) Co., Ltd. (Microcatheter Wizard Medical Technology (Shanghai)), signed a strategic cooperation agreement with Shanghai Aoyi Information Technology Co., Ltd. According to the agreement, Microcatheter Wizard Medical Technology (Shanghai) and Aoyi will leverage their respective technological and industry advantages to promote deep integration between brain-machine interfaces and the exoskeleton Siasun Robot & Automation system, engage in long-term research and development cooperation, explore potential application scenarios, and jointly promote the commercialization of cutting-edge brain science technology. HEARTCARE-B (06609): As one of the earliest domestic medical device companies to enter the brain-machine interface field, Heart Care Medical is now at the forefront of the domestic brain-machine interface race. Heart Care Medical announced its profit forecast for the first half of 2026. The company's revenue for the first half of 2026 is estimated to be no less than 280 million RMB, an increase of over 50% compared to the same period in 2025; it is expected to achieve a net profit of no less than 60 million RMB; and it is expected to achieve an adjusted net profit of no less than 70 million RMB, an increase of over 100% compared to the same period in 2025, further enhancing its profitability. Lens Technology (06613): With experience in mass production accumulated through the Strong Brain Technology Project, Lens Technology has become a rare global asset in the field. As one of the few giants with a successful BCI hardware manufacturing process, the company has established a high technological barrier. In the future, with this first-mover advantage, the company is poised to integrate into the global supply chain system of international giants such as Neuralink and become an indispensable hardware infrastructure builder in the age of "brain-machine connection." BRAINAURORA-B (06681): Brain Dynamic Aurora announced that it has officially become a strategic partner of the Beijing Advanced Brain-Machine Interface Research Institute. On July 13, the company disclosed that its self-developed BrainAuGPT cognitive deep inference large model won second place in the third Xiongan Vertical Large Model (Intelligent Body) Application Competition, while being selected as a typical case of AI empowerment scenarios at the 2026 Global Digital Economy Conference.