Ge Long Hui·2025-08-12 02:29Group 1 - The core viewpoint of the article highlights the significant rise in Hong Kong's brain-computer interface (BCI) concept stocks, driven by a recent policy initiative from multiple government departments aimed at promoting the BCI industry [1] - The Ministry of Industry and Information Technology, National Development and Reform Commission, and Ministry of Education, among others, jointly issued implementation opinions on August 7, targeting breakthroughs in key technologies by 2027 and the establishment of a technology, industry, and standards system [1] - By 2030, the goal is to cultivate 2-3 global leading enterprises in the BCI sector, indicating a strategic push for China to gain a competitive edge in the global BCI landscape [1] Group 2 - Recent breakthroughs in policy, technology, capital, and medical applications signify that BCI technology is transitioning from laboratory research to large-scale commercial use [1] - According to Guojin Securities, the BCI sector has diverse application scenarios and rich product and research paths, suggesting a vast potential market that could accelerate commercialization with supportive policies for product registration and medical insurance [1] - Domestic leading companies have made significant technological advancements in non-invasive BCI products, indicating a promising commercial potential for these innovations [1] Group 3 - Notable stock performances include Nanjing Panda Electronics rising over 10%, Brain Hole Technology increasing by 7%, and MicroBrain Science up by 5%, reflecting investor optimism in the BCI sector [1] - The stock prices and percentage changes of key companies are as follows: Nanjing Panda Electronics at 5.880 with a 10.11% increase, Brain Hole Technology at 0.230 with a 6.98% increase, MicroBrain Science at 16.020 with a 4.98% increase, and Brain Motion Aurora-B at 5.150 with a 1.58% increase [1]