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Favorable policies continue to be catalyzed, and brain-computer interfaces are on the fast track of development. On August 24, the Department of Science and Technology of the Ministry of Industry and Information Technology issued the “Guidelines for Establishing a National Brain-Computer Interface Industry Standard System” to solicit comments from the public. Judging from application scenarios, medical rehabilitation is still the most definitive commercial circuit with brain-computer interfaces at present, but the growth rate of the consumer market is accelerating, forming a two-wheel drive pattern. According to estimates from institutions such as BOC Securities and Dongwu Securities, the global brain-computer interface market is expected to exceed RMB 360 billion by 2035, and China is expected to account for more than 30% of the market. According to the Securities Times and Databao statistics, there are currently more than 30 concept stocks involved in the brain-computer interface industry chain in the A-share market. Mailand developed around the integration of AI and non-intrusive brain-computer interface technology, and initially built a technical system based on “brain signal acquisition - intelligent analysis - state recognition - closed loop feedback”. In the secondary market, the overall performance of brain-computer interface concept stocks has been sluggish since this year. As of the close of trading on August 24, concept stocks fell by an average of 15.74% during the year, outperforming the Shanghai Composite Index during the same period.

Zhitongcaijing·08/25/2026 04:49:02
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Favorable policies continue to be catalyzed, and brain-computer interfaces are on the fast track of development. On August 24, the Department of Science and Technology of the Ministry of Industry and Information Technology issued the “Guidelines for Establishing a National Brain-Computer Interface Industry Standard System” to solicit comments from the public. Judging from application scenarios, medical rehabilitation is still the most definitive commercial circuit with brain-computer interfaces at present, but the growth rate of the consumer market is accelerating, forming a two-wheel drive pattern. According to estimates from institutions such as BOC Securities and Dongwu Securities, the global brain-computer interface market is expected to exceed RMB 360 billion by 2035, and China is expected to account for more than 30% of the market. According to the Securities Times and Databao statistics, there are currently more than 30 concept stocks involved in the brain-computer interface industry chain in the A-share market. Mailand developed around the integration of AI and non-intrusive brain-computer interface technology, and initially built a technical system based on “brain signal acquisition - intelligent analysis - state recognition - closed loop feedback”. In the secondary market, the overall performance of brain-computer interface concept stocks has been sluggish since this year. As of the close of trading on August 24, concept stocks fell by an average of 15.74% during the year, outperforming the Shanghai Composite Index during the same period.