Core Viewpoint - The brain-computer interface (BCI) sector is experiencing significant growth due to favorable government policies and advancements in technology, leading to increased market activity and investment opportunities [1][3]. Policy Support - The Ministry of Industry and Information Technology, along with six other departments, issued an implementation opinion aimed at promoting innovation in the BCI industry, setting construction goals for the next five years [3]. - By 2027, key technologies in BCI are expected to achieve breakthroughs, establishing an advanced technical, industrial, and standard system, with products reaching international advanced levels [3]. - By 2030, the BCI industry is anticipated to have a significantly enhanced innovation capability, fostering 2 to 3 globally influential leading enterprises and a number of specialized small and medium-sized enterprises [3]. Market Activity - Several companies in the BCI sector have seen substantial stock price increases, with notable gains including: - Jihua Group up 10% to 5.28 - Innovation Medical up 7.33% to 18.75 - Sanbo Brain Science up 9.51% to 59.78 - Botao Biology up 9.49% to 35.75 [1][2]. Insurance Integration - The National Medical Insurance Administration has standardized pricing for BCI-related procedures, such as "BCI implantation fees" and "BCI adaptation fees," facilitating quicker clinical application and reimbursement once the technology is approved [5][4]. Commercialization Outlook - The BCI technology is maturing, with the first BCI outpatient clinic in Central China operational and successful surgeries conducted [6]. - Analysts from Open Source Securities and Zheshang Securities express optimism about the commercialization of BCI technology, highlighting the rapid expansion of the market and encouraging attention to companies within the BCI supply chain [6]. - Key players in the upstream hardware and software sectors include Entropy Technology, iFlytek, and others, while downstream medical solution providers include Aipeng Medical, Xiangyu Medical, and others [6].