A major milestone has been reached in the brain-computer interface (BCI) sector. ScienceCorp, a U.S.-based BCI company, has secured approval for its PRIMA retinal chip in the European Union, marking the first large-scale market launch of an American BCI device for patients.
This system pairs an ultra-thin subretinal photovoltaic implant with specialized glasses, converting near-infrared light into electrical stimulation signals to "amplify" text. This technology aims to help patients with geographic atrophy recover partial vision. The company's long-term goal is to bring more brain implantable devices to market, and this approval is seen as a critical milestone for BCI commercialization.
Just days prior, on July 22, a Chinese research team unveiled a new neural signal acquisition device, achieving the world's first simultaneous collection of brain signals from over a thousand people across different regions. This represents a substantive step forward in neural large model training and the development of general BCI technology.
Policy and Capital Drive BCI Concept Stocks Higher
In Sichuan Province, the "Sichuan Province Brain-Computer Interface and Human-Computer Interaction Industry Breakthrough Action Plan (2025-2030)" was released in 2025. This plan details 13 measures across areas like innovation leadership, key product cultivation, application scenario creation, and ecosystem building to continuously drive the commercialization of the technology.
At the enterprise level, Sichuan has gathered a number of BCI players. The action plan sets a target for the province's BCI and human-computer interaction industry to achieve a nationally leading competitive edge by 2030. Sichuan became the third province in China to issue a dedicated provincial-level BCI policy, while Chengdu is actively promoting technology commercialization by releasing opportunity lists, opening innovation scenarios, and strengthening industry incubation.
Nationally, policy support for BCI is also intensifying. At this year's "Two Sessions" (China's annual parliamentary meetings), "brain-computer interface" was included in the Government Work Report for the first time, listed alongside future energy, quantum technology, embodied intelligence, and 6G as a future industry to be cultivated and developed. This high-level signal has been very positive.
Simultaneously, with continuous technological breakthroughs and gradual clinical implementation, the prospect of commercialization is becoming clearer. The issuance of the world's first medical device registration certificate for an invasive BCI marks a critical acceleration point for the industry's commercialization in China.
As a future industry clearly outlined in the "15th Five-Year Plan," BCI is accelerating its transformation from research to commercial application. The plan explicitly supports the development of innovative devices and aims to foster new growth points in areas like biomedicine and BCI, suggesting further supportive policies are on the horizon.
Some brokerages suggest that BCI, as a frontier field integrating life sciences and information technology, is currently in a critical phase of increased policy support, rapid technological iteration, and accelerated commercial deployment. The global market, estimated at nearly a hundred billion USD, is rapidly opening up. Investment strategies should focus on the dual themes of "technological barriers and clinical implementation," targeting companies with core technological advantages and strong commercialization capabilities to capture the long-term value of this frontier sector.
BCI concept stocks have seen a surge, standing out against the backdrop of a broader market correction. On the secondary market, stocks like AiPeng Medical (爱朋医疗), Innovative Medical (创新医疗), and Saixi Pharmaceutical (赛力医药) have hit consecutive daily limit-up boards. This is attributed to a flurry of recent positive industry news, with short-term capital significantly increasing its speculative activity on the BCI theme.
Sichuan Takes the Lead, with Multiple Local Companies Positioning in the BCI Arena
As a cutting-edge technology that deeply integrates biological and machine intelligence, BCI has become a global hotspot for capital. This future industry, with vast potential, is rapidly moving from the lab to industrial application, making it a key area for regional competition. In this wave, BCI is also a priority frontier direction for Sichuan, which has gathered a significant number of BCI players.
Among the listed companies, Beikang (倍益康) has shown active strategic positioning in the BCI field in recent years, forming a comprehensive industry chain participation system from technology cooperation to product development and clinical application. Public information shows that the company's application for the "Implantable Brain-Computer Interface Sichuan Provincial Engineering Research Center" was officially approved in January 2025. The center is led by the Sichuan Provincial People's Hospital and co-established with institutions like Sichuan Xuan Guang Li Ying, Buffalo Robot, and Sichuan Institute of Brain Science and Brain-Inspired Intelligence. The center will focus on the clinical needs of implantable BCI, building four major R&D platforms covering electrical, software, process, and biomedical technologies to tackle key challenges like high-safety percutaneous wireless charging, multi-contact directional electrode systems, and BCI chip integration.
Chengdu Huavei (成都华微) stated on its interactive platform as early as 2025 that it has already begun strategic positioning in the BCI field based on its strengths in integrated circuit design, primarily focusing on providing basic hardware components for signal processing. The company uses high-precision ADCs (Analog-to-Digital Converters) for neural signal acquisition and low-power FPGAs and microcontrollers for signal post-processing, offering integrated solutions and signal chain system-level products. Key projects in this area, in collaboration with universities like Shanghai Jiao Tong University and Tianjin University, have partially completed acceptance, with related technologies covering the full signal chain needs of both invasive and non-invasive BCIs.
Among non-listed companies, several local Sichuan firms are also deeply involved in the BCI field. Chengdu Xinnuo Technology Co., Ltd. (成都芯脑科技有限公司) is the leading enterprise in Sichuan's BCI industry chain. The company has independently developed the world-leading "Non-Implantable Wireless Brain Function Evaluation and Autism Auxiliary Diagnosis System" and the "Precision Neural Regulation System for Autism." These systems have provided effective rehabilitation treatment for over 3,000 children with autism from China, Sweden, and other countries, achieving a diagnostic accuracy for autism exceeding 90% and a treatment response rate exceeding 80%.