DIAN DIAGNOSTICS(SZ:300244) Sou Hu Cai Jing·2026-01-12 01:58Core Insights - The brain-computer interface (BCI) sector is experiencing significant momentum driven by multiple catalysts, including investment inflows into the medical device index ETF, which has a 24% exposure to BCI-related companies [1][4] - The medical device index ETF (159898) has attracted 264 million CNY over five consecutive days, indicating strong investor interest [1][2] - Key stocks in the ETF, such as Di'an Diagnostics and Innotec, have shown substantial price increases, reflecting positive market sentiment towards the BCI sector [1][3] Investment Trends - The medical device index ETF (159898) has seen a high opening with a gain of over 1%, and several component stocks have experienced significant price increases, indicating a bullish trend in the market [1][3] - The ETF's structure allows for efficient exposure to the BCI sector, which is currently underrepresented in the A-share market [2][4] Industry Dynamics - The BCI market is expected to grow significantly, with projections indicating a global market size of approximately 2.62 billion USD in 2024, increasing to 12.4 billion USD by 2034, reflecting a compound annual growth rate of 17.35% [4] - Domestic policies are increasingly supportive of BCI development, with goals set for 2027 and 2030 to establish a competitive industry ecosystem [3][4] - Technological advancements in BCI, including new wireless implant systems, are enhancing the feasibility and efficiency of these devices, further driving market interest [3][4]