Brain-Computer Interface Commercialization Ignites 2026, Multiple A-Share Companies Including Innovation Medical See Stock Prices Soar

Brain-computer interfaces have become one of the most closely watched sectors in the A-share market at the start of 2026, with related stocks such as Innovation Medical, Apon Medical, Xiangyu Medical, and Sanbo Hospital Management experiencing consecutive limit-up trading sessions.

**Neuralink Commercialization Sparks Market, Industry at Early Commercial Stage**

NewTimeSpace Research learned that this market fervor is closely linked to the latest developments at Elon Musk's brain-computer interface company Neuralink. Musk recently revealed on social media platforms that Neuralink plans to begin "mass production" of brain-computer interface devices in 2026 and advance highly automated, streamlined surgical procedures. This approach is expected to reduce the invasiveness of traditional invasive devices while improving efficiency and cost-effectiveness.

Neuralink, founded by Musk in 2016, is dedicated to developing high-bandwidth, minimally invasive brain-computer interface technology, with the long-term goal of helping treat neurological diseases and exploring human-machine integration. The company is currently the world's highest-valued brain-computer interface enterprise, reaching a valuation of $9 billion after completing its Series E financing in 2025.

In January 2024, Neuralink completed its first human implantation of a brain-computer interface device. As of September 2025, 12 people worldwide have had the device implanted, with total implantation duration exceeding 2,000 days and total usage time surpassing 15,000 hours. According to its official website, the company's device is coin-sized, integrating chips and numerous flexible electrodes that are implanted into the brain via a surgical robot and ultimately secured between the skull and dura mater. If the dura mater can be preserved without removal, it would help promote automated surgical procedures and improve postoperative patient recovery.

Brain-Machine Interface (BMI/BCI) refers to technology that establishes a direct connection between the brain and external devices to enable information exchange. Based on the degree of implantation, it can be divided into three categories: non-invasive, semi-invasive, and invasive. Non-invasive offers high safety and simple operation, already initially used in rehabilitation and assisted communication; semi-invasive provides higher signal quality, suitable for brain surface or epidural implantation; invasive offers optimal signal quality, applicable for complex clinical needs such as Parkinson's disease and depression.

Kaiyuan Securities analysis points out that the brain-computer interface industry remains in the early commercialization stage, with the market primarily characterized by thematic investment. The firm recommends focusing on US stock mapping opportunities and clinical progress in invasive brain-computer interfaces. From an industrial trend perspective, invasive and non-invasive products can follow different development paths, with non-invasive products having a clearer commercialization path and scalable revenue potential.

**Multiple Listed Companies Deploy, with Significant Differences in Technology Application Directions**

NewTimeSpace Research conducted a simple review of companies that have experienced consecutive limit-up sessions since 2026 in the brain-computer interface sector, selecting the following domestic companies for brief introduction:

**Apon Medical (Jiangsu Apon Medical Technology Co., Ltd.)**: Leveraging 15 years of technical沉淀in perioperative EEG monitoring, the company has built a unique path in the brain-computer interface industry focusing on "non-invasive as the main approach, invasive through equity participation, and industrial fund escort." It applies brain-computer interface technology in four clinical scenarios: perioperative brain state monitoring, intractable insomnia, ADHD, and epilepsy warning.

**Stonehill Technology (Shanghai Stonehill Technology Co., Ltd.)**: Through its subsidiary Shanghai Stonehill Brain-Inspired AI Research Institute, the company focuses on cutting-edge research such as internal brain state analysis, exploring unknown areas of brain science.

**Chieftain Control (Beijing Chieftain Control Technology Group Co., Ltd.)**: The company adopts a parallel strategy of "invasive and non-invasive" approaches in brain-computer interface technology, striving to achieve broader exploration and breakthroughs in technology and application scenarios.

**Intretech (Xiamen Intretech Inc.)**: The company is at the forefront of commercializing brain-computer interface products. Its EEG-monitoring headwear product co-developed with partners has been successfully launched in the North American market, receiving positive consumer feedback.

**Sanbo Hospital Management (Sanbo Hospital Management Group Limited)**: The company has jointly established a Brain-Computer Precision Medicine Research Center with Tsinghua University to jointly promote the innovative application and clinical transformation of brain-computer interface technology in precision medicine.

**Innovation Medical (Innovation Medical Management Co., Ltd.)**: The company owns four medical institutions including Jianhua Hospital, Kanghua Hospital, Futian Hospital, and Mingzhu Hospital, and holds a stake in Hangzhou Boling, venturing into brain-computer interface business and expanding into new medical technology fields.

**Xiangyu Medical (Xiangyu Medical Co., Ltd.)**: The company's brain-computer interface technology is primarily applied in rehabilitation robots. Through non-invasive EEG acquisition technology, it has achieved "mind-driven" exoskeleton control, providing innovative solutions for neural repair and postoperative monitoring scenarios.

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