On March 13, the National Healthcare Security Administration approved the world's first invasive brain-computer interface (BCI) medical device for market release. Just two days later, on March 15, the administration further facilitated its clinical adoption by assigning a medical insurance code to the product, marking a pivotal step in bridging the gap between regulatory approval and real-world application. This development signifies the BCI industry's official shift from the planning stage to practical implementation.

According to data from Shujubao, institutional interest in BCI-related stocks has surged this year. As of now, 12 concept stocks in this field have drawn attention and research from institutions. Notably, companies such as Xiangyu Medical, Aipeng Medical, ZKTeco, Biotest, and 37 Interactive Entertainment have collectively attracted visits from over 110 institutional investors, reflecting growing confidence in the sector's potential.