Jiangsu makes a big move! Brain-Computer Interface receives policy support; 9 concept stocks are expected to see high growth in performance

Following the inclusion of brain-computer interfaces into the key future industries in the 2026 government work report for the first time, local policy support has quickly followed. Industry insiders point out that under the dual catalysts of policy dividends and technological breakthroughs, the brain-computer interface industry is accelerating from laboratory research to industrialization, further solidifying its growth logic.

Jiangsu Implements Brain-Computer Interface Action Plan

On March 10, the Jiangsu Provincial Department of Industry and Information Technology and eight other departments issued the “Jiangsu Province Brain-Computer Interface Industry Innovation and Development Action Plan,” which introduces special support measures across multiple dimensions such as technological breakthroughs, application scenarios, and ecosystem building.

It is reported that Jiangsu will strengthen the integration and adaptation of core hardware and software systems such as brain-computer interface sensors, chips, and batteries, promoting the development of brain-computer interface products toward intelligence, lightweight design, high speed, and low power consumption; in industrial manufacturing, developing wearable brain state monitoring devices, brain-controlled equipment and robots, and safety warning systems; in consumer life, developing sleep monitoring and intervention, attention training, and other consumer-grade products.

The action plan also clarifies that by 2030, Jiangsu aims to establish 2-3 leading enterprises with domestic and international influence, cultivate a batch of specialized and innovative small and medium-sized enterprises, and form a relatively complete industrial ecosystem covering basic materials, core components, complete machine products, and application services. The industry’s comprehensive competitiveness is expected to rank among the top nationwide, actively striving to create a national future industry pilot zone.

It is noteworthy that as a frontier technology deeply integrated with public needs, brain-computer interfaces have become one of the key directions in national strategic planning.

This year, the government work report proposed establishing a growth and risk-sharing mechanism for future industry investments, and cultivating future industries such as new energy and brain-computer interfaces. The draft of the 14th Five-Year Plan explicitly highlights quantum technology and brain-computer interfaces as forward-looking strategic focuses.

Ministry of Science and Technology Minister Yin Hejun stated during the first “Minister’s Channel” that during the 14th Five-Year Plan period, efforts will be made to deploy and implement a batch of major national science and technology projects, especially strengthening technological breakthroughs in integrated circuits, artificial intelligence, and brain-computer interfaces to provide stronger technological support for industry development.

From Technological Exploration to Clinical Industrialization

Behind the increased policy support is China’s continuous breakthroughs in brain-computer interface technology and accelerated clinical industrialization.

Currently, China’s brain-computer interface industry has formed a collaborative pattern of “policy-research-industry-capital,” with over 200 companies, many of which are rapidly advancing in industrialization, with several raising over 100 million yuan in funding. In non-invasive technology paths, China has kept pace with international developments, and the gap in invasive key devices continues to narrow.

In the medical field, China’s first invasive brain-computer interface clinical trial has been successfully conducted, and multiple non-invasive devices have entered clinical applications. Industry-wise, regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta have formed industrial clusters, with rapid expansion of device deployment; some companies have delivered over 100 sets nationwide.

Institutions generally believe that brain-computer interfaces have entered a critical period from laboratory research to industrialization, and ongoing policy support and technological breakthroughs will continue to open growth space for the industry.

CITIC Securities believes that under the catalysis of “policy + capital + technology,” the commercialization process of domestic brain-computer interfaces is accelerating, and the industry is expected to gradually transition from “neurorehabilitation” to “cognitive enhancement” and then to “brain-machine integration” era.

Latest research from China Merchants Securities indicates that policy guidance is safeguarding industry development. Looking ahead to 2026, the brain-computer interface industry will enter a critical period of “accelerated technological iteration and scenario implementation,” with optimistic prospects for sector performance in 2026. Continuous attention to industry developments and related investment opportunities is recommended.

Multiple Concept Stocks Expected to Show High Growth

According to Eastmoney’s concept sector data, about 50 A-share stocks are currently involved in the brain engineering concept, with a total market value exceeding 1 trillion yuan. Luxshare Precision, Century Huatong, and iFlytek each have market caps over 100 billion yuan, while Yanshan Technology and 37 Interactive Entertainment each exceed 50 billion yuan.

Since the beginning of this year, brain engineering concept stocks have been active, with over 80% of stocks seeing price increases, averaging about 13%. Notably, UCloud Big Data surged 83.66%, ranking first in the sector; Yanshan Technology, *ST Shengxun, and Beilu Pharmaceutical all rose over 40%, with Chuang Medical, Kefu Medical, Yingqu Technology, and Sanbo Brain Science also gaining over 30%.

In terms of future growth potential, Eastmoney Choice data shows that, based on consensus forecasts from three or more institutions, nine stocks in the brain engineering concept are expected to achieve over 30% net profit growth this year. Among them, Guoqing Song is predicted to see significant improvement in 2026, with Century Huatong, Mulan De, Baiyang Medical, and Xiangyu Medical forecasted to have net profit increases between 46% and 49%, and iFlytek also expected to grow about 40%.

Specifically, Mulan De focuses on pelvic and obstetric rehabilitation devices, expanding into sports rehabilitation and brain-computer interfaces. A recent report from Everbright Securities states that the company and its sub-brand Ruishi De are actively developing high-barrier brain-computer interface technologies, leading multiple national and provincial R&D projects, and gradually building a complete central, peripheral, and collaborative neural rehabilitation system. Relying on “industry-university-medical cooperation,” the company is accelerating commercialization, with related products expected to be launched and generate revenue starting in 2026.

Xiangyu Medical previously stated during institutional research that its core advantage lies in the deep integration of “brain-computer interface technology + proprietary rehabilitation equipment,” with products already in over 600 top-tier hospitals, aiming to cover more than 1,000 hospitals by 2026, with accelerated commercialization and clinical implementation.