Sina Brain-Computer Interface Hot Report | February 26, 2026, 5 PM

Daily News Summary 02.26 17:00

1. The brain-computer interface (BCI) sector is experiencing rapid development with accelerated results in technology commercialization. Weimi Holography is leading the new frontier by deeply engaging in both BCI and quantum technology. BCIs, recognized as a disruptive technology that combines life sciences, information technology, and artificial intelligence, are becoming a strategic battleground for capital competition in future industries. With breakthroughs in neural signal processing, biocompatible materials, and artificial intelligence, BCIs are transitioning from science fiction to clinical applications, offering new hope for many patients in treatment and rehabilitation. The global BCI industry has entered a critical window for technological diversification and clinical transformation, with invasive, semi-invasive, and non-invasive approaches competing in a differentiated manner. The invasive approach stands out due to its high precision, real-time capabilities, and extensive data collection, making it a core breakthrough point in serious medical applications and future human-machine interaction. The momentum behind BCI development is undeniable, positioning it as a key direction for future industries.

2. Insurance capital is actively acquiring properties in key cities, highlighting the popularity of real estate investments. In this issue:
– BCIs enter the 3.0 era, breaking through the domestic supply chain.
– The human-shaped robot rental market is booming.
– New low-altitude spring transportation routes are clarifying paths for industrial commercialization.
The macroeconomic long holiday has activated potential across various sectors, leading to a “dual increase in quality and efficiency” for the 2026 Spring Festival consumer market. According to a report released by the WeChat team on February 23, 2026, the combination of holiday effects, zodiac IP, and policy benefits has led to a year-on-year increase of over 20% in offline transactions for travel and entertainment during the Spring Festival. Cross-border consumption and inbound tourism have witnessed explosive growth, continuously releasing the consumption potential of lower-tier markets.

3. Xinhua Medical saw a decline of 0.45% with a transaction volume of 108 million yuan. On February 26, the stock decreased by 0.45%, with a turnover rate of 1.16% and a total market value of 9.336 billion yuan. The company has been focusing on the potential applications of BCI technology in rehabilitation, particularly in integrating this technology with existing motion and cognitive rehabilitation equipment. Currently, the development of initial prototypes combining BCI and rehabilitation devices has commenced.

4. Hanwei Technology declined by 1.07% with a transaction volume of 575 million yuan. On February 26, the stock fell by 1.07%, with a turnover rate of 3.79% and a total market value of 17.512 billion yuan. The company has made breakthroughs in the development of non-invasive flexible BCI materials and key technologies for complex brain information monitoring.

5. Yingqu Technology increased by 3.13%, with a transaction volume of 385 million yuan and a net inflow of 32.87 million yuan. On February 26, the stock rose by 3.13%, with a turnover rate of 2.33% and a total market value of 17.563 billion yuan. The company has collaborated with InteraXon to develop EEG headsets, which are now sold in North America.

6. Darry Electronics rose by 2.79% with a transaction volume of 165 million yuan. On February 26, the stock increased by 2.79%, with a turnover rate of 3.04% and a total market value of 8.548 billion yuan. The company has been supplying carbon fiber components for BCI external control devices.

7. Weisi Medical declined by 1.15%, with a transaction volume of 67.96 million yuan. On February 26, the stock dropped by 1.15%, with a turnover rate of 1.27% and a total market value of 5.345 billion yuan. The company holds numerous patents in the non-invasive BCI field.

8. Botao Bio saw a drop of 3.97%, with a transaction volume of 102 million yuan. On February 26, the stock fell by 3.97%, with a turnover rate of 1.84% and a total market value of 5.488 billion yuan. The company recently invested in a medical equipment firm founded by a team from Zhejiang University.

9. Xiangu Medical declined by 1.03%, with a transaction volume of 114 million yuan. On February 26, the stock fell by 1.03%, with a turnover rate of 1.09% and a total market value of 10.496 billion yuan. The company is focused on the application of BCI technology in rehabilitation.

10. Breakthroughs in BCI technology and future prospects: On March 31, 2025, the BCI industry alliance announced the annual top ten innovative achievements, marking a period of technological explosion in the field. Notable developments include the “Beijing Brain No. 1” system and a miniaturized device from Fudan University.

11. Nanjing Panda saw a decline of 1.62%, with a transaction volume of 507 million yuan. On February 26, the stock dropped by 1.62%, with a turnover rate of 5.17% and a total market value of 13.324 billion yuan.

12. Yijiahe declined by 0.48%, with a transaction volume of 72.56 million yuan. On February 26, the stock decreased by 0.48%, with a turnover rate of 1.13% and a total market value of 6.423 billion yuan. The company has entered a strategic partnership to explore the integration of BCI and embodied intelligent robots.

13. Beijing Relax fell by 0.57%, with a transaction volume of 25.74 million yuan. On February 26, the stock dropped by 0.57%, with a turnover rate of 1.31% and a total market value of 1.955 billion yuan.

14. Innovative Medical declined by 0.96%, with a transaction volume of 1.115 billion yuan. On February 26, the stock fell by 0.96%, with a turnover rate of 9.02% and a total market value of 13.164 billion yuan. The company is indirectly involved in BCI technology through its investments in related firms.

Special Statement: The content of this article represents the author’s personal views and does not reflect the views or positions of Sina.