The deal flow reflects this bullish sentiment. Hangzhou-based Brain-Co closed a massive 2-billion-yuan funding round in January. More recently, Shanghai-based medical neurotech firm StairMed secured 500 million yuan, bringing its total funding to more than 1.1 billion yuan within a single year.

　　"The technology is at an inflection point, transitioning from experimental verification to early clinical implementation," Gu Xiaosong, an academician of the Chinese Academy of Engineering, said at a BCI developer conference in Tianjin. He attributes this shift to breakthroughs in artificial intelligence, machine learning algorithms, and high-performance computing, which are finally transforming laboratory prototypes into clinical-grade medical systems.

　　In July 2025, China issued BCI industry development guidelines, urging breakthroughs in core hardware/software, high-performance products and real-world applications. Beijing, Shanghai, Shandong province and others introduced supportive policies.

　　In the 2026 Government Work Report, BCI was formally designated as a future industry, prioritized alongside strategic sectors such as advanced robotics and embodied AI. This alignment underscores BCI's role not only as a medical tool, but also as a critical control component for the next generation of intelligent machines.

　　The true catalyst for the current market exuberance was a recent regulatory breakthrough. China's National Medical Products Administration approved the world's first implantable BCI medical device for clinical use.

　　Dubbed the NEO system, the semi-invasive device acts as a wireless translator between the brain and the body, specifically designed to help patients with cervical spinal cord injuries regain hand-grasping functions.