Wuhan Thalys Med Tech Co Ltd

The brain-computer interface concept continued its strong momentum in early trading on July 28, with Innovative Medical hitting a 4-day 3-board streak, and Hainan Haiyao, Yanshan Technology, and Thalys Medical hitting the daily limit up. The core catalyst for this rally came from an overseas commercialization milestone: US startup Science Corp.'s retinal chip PRIMA has received EU CE certification, becoming the world's first brain-computer interface device to obtain this certification, and has been approved for sale in 30 European countries. On the domestic front, a Chinese research team unveiled a new EEG signal acquisition device, achieving the world's first cross-regional synchronous EEG signal collection from over a thousand people. The implantable brain-computer interface hand motor function compensation system NEO issued its first prescription in Shanghai and completed the world's first implant surgery. Capital market enthusiasm is high, with total financing in China's brain-computer interface sector exceeding 4.4 billion yuan from January to May 2026, more than doubling the full-year total of last year. A research report from Zheshang Securities pointed out that the market size for brain-computer interface demand in China's serious medical field alone could reach 20 to 60 billion yuan, while the global market is projected to grow from 2.41 billion dollars in 2025 to 12.11 billion dollars in 2035, at a compound annual growth rate of 15.8 percent. Southwest Securities judged that 2026 will be the first year of mass production for brain-computer interfaces, with the industry at the tail end of the introduction phase and on the eve of an explosion.

Today, the pharmaceutical sector in the A-share market was active, with the DRG/DIP sub-sector leading gains. ST Rongke hit the 20 percent daily limit up, while Inspur Software, Saili Medical, and Guoxin Health also reached their daily limit up. In terms of news, the National Administration of Traditional Chinese Medicine and 10 other departments jointly issued the Action Plan for the Traditional Chinese Medicine Component of the Medical and Health Foundation Strengthening Project, aiming to enhance the supply of traditional Chinese medicine services at the grassroots level. About one minute after the afternoon session opened, Guoxin Health surged straight to its daily limit up, with its stock price reaching 7.17 yuan per share and its latest market capitalization at 7.021 billion yuan. Guoxin Health primarily engages in comprehensive medical insurance management services, offering DRG, DIP, and other diversified payment method services to medical insurance clients, and leveraging AI technology to provide solutions for medical institutions and disease control departments.

In early trading on July 16, Harbin Pharmaceutical hit its fifth consecutive daily limit, making it the stock with the longest winning streak among those still on a streak that day. The innovative drug theme remained strong, with Wanbang Pharmaceutical and Puruis rising over 10 percent. The on-device AI concept heated up, as Green Precision sealed a 20 percent daily limit, and Daoming Optics and Furong Technology also hit their daily limits. On the news front, seven on-device generative AI services completed regulatory filings, and the 2026 World Artificial Intelligence Conference is set to take place in Shanghai. The brain engineering sector saw a sudden surge during the session, with Chuangxin Medical hitting its daily limit in a straight line, and Saili Medical and Aipeng Medical following higher. The world's first implantable brain-computer interface system, NEO, saw its first prescription issued in Shanghai after receiving market approval. Total market turnover exceeded 1.4 trillion yuan, shrinking by 236.7 billion yuan compared with the same period last session, with over 3,200 stocks advancing.