China's BCI Stocks Surge on Government Backing Plan

Shares of several Chinese brain-computer interface (BCI) companies surged after Beijing announced a sweeping policy initiative to accelerate BCI innovation and establish China as a global leader in the emerging field.

On July 30, 2025, seven ministries, including the Ministry of Industry and Information Technology, released a national roadmap aimed at achieving major breakthroughs in BCI technology by 2027, and fostering two to three globally competitive BCI companies by 2030. Although no specific firms were named, investors responded enthusiastically. Nanjing Panda Electronics saw its shares soar over 19 percent, MicroPort NeuroScientific gained 8 percent, Xiangyu Medical jumped 11 percent, and Jiangsu Apon Medical Technology rose 8.5 percent on the news.

Key Highlights

• China sets 2027 and 2030 targets to lead global BCI development
• BCI stocks like Nanjing Panda and Xiangyu Medical rallied post-announcement
• Government backing includes support for research, trials, and startups

The policy also commits to supporting startups and unicorns in the BCI space, with increased funding for research, clinical trials, and infrastructure development. Cities like Beijing and Shenzhen have already established dedicated BCI wards, demonstrating the government’s commitment to integrating BCI into healthcare and tech ecosystems.

This aggressive push aligns with China's broader ambition to lead in next-gen technologies like neurotechnology, AI, and advanced medical devices. Analysts suggest that the announcement could catalyze investment, innovation, and global competition in the BCI sector, much like Beijing's earlier support for semiconductors and EVs.

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With BCI offering potential applications in healthcare, disability support, human-computer interaction, and even military use, the latest policy provides both a clear regulatory framework and strategic funding to accelerate domestic growth and international competitiveness.