Sou Hu Cai Jing·2026-01-05 05:35Core Viewpoint - The brain-computer interface (BCI) concept stocks surged on the first trading day of 2026 in the A-share market, driven by significant developments in the industry, including Neuralink's plans for mass production of BCI devices and supportive policies for high-end medical devices [1][3]. Group 1: Stock Performance - Multiple BCI-related stocks, including Aipeng Medical, Xiangyu Medical, and Meihua Medical, reached their daily limit up, with Aipeng Medical rising by 20% to 33.30 CNY [2][1]. - Other notable performers included Sainuo Medical and Hanwei Technology, which saw increases of 17.31% and 15.99%, respectively [2][1]. - The overall trend in the Hong Kong market mirrored that of the A-share market, with stocks like Nanjing Panda Electronics rising over 30% [2][1]. Group 2: Industry Developments - Elon Musk's Neuralink announced plans to begin large-scale production of BCI devices in 2026, signaling a significant advancement in the field [3]. - The integration of artificial intelligence in healthcare is accelerating, with 207 AI medical devices expected to be approved by 2025, highlighting the rapid technological progress [3]. - The global BCI market is projected to reach $12.4 billion by 2034, with a compound annual growth rate (CAGR) of 17% from 2025 to 2034, indicating substantial growth potential [3]. - Recent policy support, including the inclusion of implantable BCI devices in a priority approval list by the National Medical Products Administration, is expected to further enhance the commercialization process [3].