The concept of brain-computer interface in Hong Kong stocks surged. As of the time of writing, $BRAINAURORA-B (06681.HK)$ shares rose more than 30%, once surging over 50%, $MICROPORT NEURO (02172.HK)$ 、 $NANJING PANDA (00553.HK)$ while another stock increased by about 7%.
In terms of news, on May 18, China officially launched its first multi-center clinical trial of a 128-channel fully implantable brain-computer interface system. This trial is led by Beijing Tiantan Hospital, Capital Medical University, marking the accelerated entry of China’s self-developed fully invasive brain-computer interface technology into the clinical transformation stage. Patients with quadriplegia are about to welcome a new means of rehabilitation.
BOC International previously pointed out that the brain-computer interface industry is in a critical phase transitioning from laboratory technological breakthroughs to commercial implementation. Rapid progress has been made across three major technological pathways, and the market size is expected to expand rapidly. The industry’s supply chain is gradually being established and improved. The upstream core components present high barriers to entry, while downstream medical applications have the largest growth potential. In the long term, the industry has the potential to upgrade from a hundred-billion-yuan level to a trillion-yuan scale. Continuous policy support has significantly expedited commercialization, and the industry’s latent growth prospects remain highly promising.
Editor/Lambor
