Hong Kong Stock Concept Tracker | Six departments issue document! Accelerating the application of brain-computer interfaces in elderly care; scenario alignment and commercialization push speed up (with concept stocks)

On November 6, the Ministry of Civil Affairs and five other departments issued a notice on the issuance of the "Several Measures on Cultivating Diverse Scenarios to Promote Consumption of Products for the Elderly." Among other things, it mentions promoting the application of smart products for the elderly. Leveraging national major science and technology projects as a driving force, it calls for accelerating the application of cutting-edge technologies such as embodied intelligence, large language models, brain-computer interfaces, and exoskeletons in the elderly care sector, and for researching and upgrading intelligent devices for elderly disability care, rehabilitation nursing, and mental companionship. The "Measures" propose supporting qualified community elderly care service facilities in opening experience, rental, and sales outlets for elderly products, and encouraging elderly care institutions to leverage their advantage of concentrated elderly client groups to carry out product trials, displays, and rental/sales. This is expected to provide brain-computer-related products that are suitable for use with a display and application environment closer to users, and to promote cooperation between enterprises and elderly care service institutions. It also proposes promoting "rental instead of sale" and "combining rental and sale," guiding categories such as rehabilitation assistive devices and smart elderly care equipment to carry out leasing services. This helps lower the cost of initial use, meet phased rehabilitation needs, and also helps enterprises expand supporting services around equipment use. Brain-computer interfaces have been explicitly included in the deployment of technology applications in the elderly care sector, releasing a positive signal for the industry to connect with the rehabilitation and care needs of the elderly. Around related needs, brain-computer rehabilitation, assistive communication and device interaction, as well as product solutions combining brain-computer interfaces with exoskeletons and rehabilitation Siasun Robot&Automation, are all expected to gain more opportunities for application exploration. As related measures are implemented, cooperation between brain-computer interface enterprises and elderly care operating institutions and rehabilitation service institutions is expected to accelerate, driving the joint development of equipment R&D, product adaptation, and supporting services. The elderly care market is thus expected to become an important direction for brain-computer interfaces to expand application scale and cultivate long-term demand. Analysis points out that including cutting-edge technologies such as brain-computer interfaces in the framework for cultivating consumption scenarios for elderly products marks that the implementation of brain-computer interfaces in the elderly care sector has moved from the technology exploration stage to the stage of scenario alignment and commercialization advancement. At present, multiple mature technology routes have emerged in the industry: first, achieving "mind control" through non-invasive devices, such as brain-controlled nursing beds and wheelchairs, to help disabled elderly people move autonomously; second, conducting early intervention for cognitive decline, using brain-computer interfaces to carry out cognitive training for neurodegenerative diseases such as Alzheimer's disease; third, promoting proactive rehabilitation training and building a closed-loop smart health and elderly care system. Compared with the high threshold of serious medical care, non-invasive brain-computer devices, with the advantages of low cost and high safety, are opening up a new track for elderly-appropriate rehabilitation and nursing, providing innovative solutions for nursing homes and community health and elderly care centers. Hongta stated that the smart elderly care industry is transitioning from fragmented services to a full-scenario ecosystem, and in the future will achieve a shift from one-size-fits-all services to personalized and precise services of one plan per person, becoming the core engine driving the high-quality development of the silver economy; with the improvement of technology maturity and innovation in business models, smart elderly care will truly achieve a leap from technology verification to large-scale implementation. Sinolink stated that China is facing a significant trend of population aging, which provides a huge potential audience for the silver economy. Policy support, deeper online channel penetration, and supply-side innovation jointly drive the high-quality development of the silver economy market. The needs of the silver group show diversified characteristics, giving rise to multiple segmented tracks such as smart elderly care and elderly mobility scooters. Overall, under the aging trend and policy promotion, the silver economy market has broad prospects, and the industry shows a diversified development trend. Related concept stocks: MICROPORT NEURO (02172): MICROPORT NEURO announced that on May 28, 2026, its wholly-owned subsidiary MicroPort NeuroTech (Shanghai) Co., Ltd. (MicroPort NeuroTech (Shanghai)) entered into a strategic cooperation agreement with Shanghai Aoyi Information Technology Co., Ltd. (Aoyi). Under the cooperation arrangement, the two parties will establish a joint working group focusing on the integrated R&D of "brain-computer interface and exoskeleton Siasun Robot&Automation systems," jointly advancing the application and implementation of related brain science technologies in medical rehabilitation scenarios. This cooperation is a strategic layout by MICROPORT NEURO in cutting-edge application scenarios of brain science, and the two parties plan to carry out R&D around interventional brain-computer interface rehabilitation systems. HEARTCARE-B (06609): As one of the earliest medical device companies in China to lay out brain-computer interfaces, HeartCare Medical is now at the forefront of the domestic brain-computer interface track. In December last year, the "Interventional Brain-Computer Interface System for Motor Dysfunction" project declared by HeartCare Medical was successfully selected for the 2025 list of artificial intelligence medical device innovation tasks. The company's technical solution for its interventional brain-computer interface system has completed multiple rounds of animal experiments and verified key functions, and it plans to complete the first human clinical trial in 2026 and submit a registration application in 2028. Lens Technology (06613): On July 3, Gestalt Technology, an ultrasound brain-computer interface company, announced the completion of RMB420 million in angel+ round financing. This round of financing was led by Meridian Capital, with participation from multiple top domestic and international investment institutions including C Capital, Sequoia China, Lens Technology, China Electronics Health Fund, Innovation Works, Lingang Sci-Tech Innovation Investment, FuRong Capital, and Guotai Venture Capital. The company has built an international core R&D team: in April, the former head of clinical affairs at Neuralink joined Gestalt Technology as Vice President of Clinical and Scientific Research; in May, two heads of R&D and registration from Nano Retina, a globally leading visual brain-computer interface company, joined the team; as of July, the company had gathered 29 top scientists and engineers from around the world and plans to expand to 45 by the end of the year.