
Core Viewpoint - The brain-computer interface (BCI) industry is experiencing significant breakthroughs and growth, with the launch of the world's first multi-center clinical trial for severe neurological conditions marking a pivotal moment in the field [5][7]. Market Performance - On August 25, the A-share market index rose by 1.51%, reaching a nearly 10-year high, with a total trading volume of 3.18 trillion yuan, the second-highest in history [1][2]. - Fourteen stocks exceeded 10 billion yuan in trading volume, with notable performances from companies like Dongfang Caifu and Hanwei Technology [3]. Industry Developments - The first multi-center clinical trial for BCI technology, focusing on precise diagnosis and treatment of hydrocephalus, was initiated by Tianjin University and leading medical institutions [5]. - The BCI technology has expanded beyond traditional applications, indicating a shift towards addressing severe neurological conditions [5][7]. Technological Advancements - The team developed a high-resolution wearable EEG acquisition device and a comprehensive brain-computer intelligent platform, significantly reducing the diagnosis time for hydrocephalus from 2-3 days to 30 minutes [5][6]. - The BCI industry in China is projected to grow from 3.2 billion yuan in 2024 to 6.14 billion yuan by 2028, driven by technological advancements and market demand [7]. Investment Opportunities - Over 30 listed companies are currently involved in the BCI industry, with significant stock price increases observed in 2023, averaging a rise of 47.88%, outperforming the Shanghai Composite Index [10]. - Notable companies such as Xiangyu Medical and Renhe Pharmaceutical are actively developing innovative BCI products, indicating strong market interest and investment potential [8][9].