What new applications are emerging for brain-computer interfaces?
- According to industry media, BrainCo is developing a wearable device that is said to suppress appetite through electrical brain stimulation and could become a non-drug alternative to GLP-1 weight-loss drugs.
- Brain-computer technology is already used to help patients drink water and write using their thoughts. Its two-way communication architecture encompasses both the transmission of information from the brain to a machine and from a machine to the brain, providing a technological foundation for different applications.
What are the policy and market expectations for industry development?
- In 2026, brain-computer interfaces were included in the outline of the Fifteenth Five-Year Plan, becoming a future industry prioritized for national development. The material identifies China's strengths as non-invasive technology, practical applications and industry collaboration.
- The China Brain-Computer Interface Commercialization Outlook Report forecasts that China's market could exceed 5 billion yuan in 2026 and reach 15 billion yuan by 2030. The forecast provides a benchmark for assessing the scale of industry expansion.
How are the two listed companies positioning themselves?
- In November 2025, Leidike made a strategic investment in a 20.41% equity stake in Shanghai Aoyi Information Technology Co., Ltd. Aoyi Technology's products include intelligent bionic hands, intelligent electroencephalography systems, wearable exoskeleton devices and dexterous robotic hands.
- Sanbo Brain Hospital specializes in neurological medical services. Beijing Sanbo, one of its affiliated hospitals, jointly established the Brain-Computer Precision Medicine Joint Research Center with Tsinghua University's School of Biomedical Engineering, and their collaboration is ongoing.