Recent developments in the brain-computer interface (BCI) sector have brought continuous positive news. An innovative medical service platform called "5G Brain-Heart Express," jointly developed by Guangzhou Medical University Brain Hospital and other partners, will be officially launched on August 29, 2025. This launch represents not only a major breakthrough in brain-heart health but also marks the official implementation of the world's first clinical application of brain-computer interface technology for dementia. The system enables wearable detection and intelligent analysis of brain electrical signals, precisely explores blood biomarker correlations, and utilizes AI technology to assist diagnosis while generating personalized intervention strategies.
Additionally, the National Key Laboratory of Sensor Technology at the Chinese Academy of Sciences Aerospace Information Research Institute and the Neurosurgery Department of the First Affiliated Hospital of Harbin Medical University have successfully completed a clinical trial for "precise localization of deep brain tumor boundaries based on implantable microelectrode arrays." This represents the world's first clinical trial applying brain-computer interface technology for precise intraoperative boundary localization of deep brain tumors, marking an important breakthrough in China's independently developed implantable clinical brain-computer interface technology. This technology provides real-time, high-precision "lesion navigation" for neurosurgery, potentially enabling precise tumor removal while maximizing protection of healthy brain tissue, improving postoperative neurological function preservation rates and quality of life for patients, with significant clinical promotion value.
In August, seven departments including the Ministry of Industry and Information Technology, National Development and Reform Commission, Ministry of Education, National Health Commission, State-owned Assets Supervision and Administration Commission, Chinese Academy of Sciences, and National Medical Products Administration jointly issued the "Implementation Opinions on Promoting Innovation and Development of the Brain-Computer Interface Industry." This represents China's first national systematic policy specifically targeting brain-computer interfaces, providing direction for BCI technology development and applications, marking the formal inclusion of brain-computer interfaces in national strategic deployment priorities.
The medical and healthcare sector represents the largest application segment for brain-computer interfaces. Securities research reports indicate that brain-computer interfaces, as a key innovation direction in the medical device industry, are expected to generate enormous market demand potential and investment opportunities in the future. Since 2025, the BCI industry has experienced continuous policy benefits, with supportive policies reflected across product registration, medical insurance payments, and industry standards.
Regarding products, in January 2025, the National Medical Products Administration established brain-computer interface medical device standards. In March, the General Office of the National Medical Products Administration publicly solicited opinions on "Measures to Optimize Full Life Cycle Supervision and Support Innovation Development of High-end Medical Devices (Draft for Comments)," proposing to coordinate with relevant departments in introducing support policies for medical device products based on brain-computer interface technology. BCI-related products are expected to achieve faster registration approval through innovative device green channels.
On the payment side, in March 2025, the National Healthcare Security Administration first established three pricing items in the "Neurological Medical Service Price Project Guidelines": "Invasive Brain-Computer Interface Implantation Fee," "Invasive Brain-Computer Interface Removal Fee," and "Non-invasive Brain-Computer Interface Adaptation Fee," currently initially implemented in Hubei, Zhejiang, and other regions.
According to Precedence data, the global brain-computer interface market reached $2.62 billion in 2024 and is expected to grow to $2.94 billion in 2025. Future applications and popularization of brain-computer interface technology will bring enormous potential market scale.
Huafu Securities research reports believe that policies have outlined a long pathway for brain-computer interfaces: "software and hardware technology research - product implementation - scenario applications - global competitiveness assurance." Brain-computer interfaces are expected to benefit from the resonance of multiple positive factors including policy, capital, and technology, with brighter industry prospects and accelerating research and commercialization trends.
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