Analysis of Aipeng Medical (300753)'s Strong Performance: Driven by Brain-Computer Interface Concept but with Accumulated Risks

Aipeng Medical (300753) strongly returned to the 20% daily limit on January 8, 2026, re-entering the top-performing stock pool. The stock’s recent performance is driven mainly by the brain-computer interface (BCI) concept, benefiting from Elon Musk’s Neuralink mass production announcement and strong domestic policy support. The company has deployed BCI businesses through its holding subsidiary Pengrui Brain Science and its stake in Changzhou Ruian Medical, but clearly stated that related products have not yet achieved large-scale sales. While short-term momentum is sufficient, risks are accumulating significantly; the stock price rise is driven by concept rather than performance. It is recommended that investors distinguish between concept and substance, and strictly set stop-loss levels [1][2][3][4].

Aipeng Medical’s strong performance directly benefits from the BCI concept becoming one of the most watched sectors in the A-share market in 2026. On December 31, 2025, Elon Musk announced on social media that Neuralink would start “mass production” of BCI devices in 2026, and shift to a “more streamlined and almost fully automated surgical procedure” where electrode wires can be threaded directly through the dura mater without resection. This technological breakthrough triggered a strong response in global capital markets [2][3].

On the first trading day of A-shares in 2026, the BCI concept index surged over 12% in a single day, with 31 component stocks hitting daily limits. Aipeng Medical achieved a 20% daily limit, becoming one of the most high-profile star stocks of the day. The sector saw over 5 billion RMB in capital inflows for two consecutive trading days, showing high recognition of this track by off-market capital [2][6].

The domestic policy sector has a clear supportive attitude towards the BCI industry. On January 7, 2026, eight ministries including the Ministry of Industry and Information Technology jointly issued the “Implementation Opinions on the ‘AI + Manufacturing’ Special Action”, clearly proposing to accelerate the integrated application of artificial intelligence technology in manufacturing. Stimulated by this policy positive, 21 related stocks hit daily limits on the same day [1].

From a more macro policy framework, BCI has been included in the 15th Five-Year Plan recommendations, positioned as one of the forward-looking future industries. The policy has set a clear industrial development path: technological breakthroughs will be achieved by 2027, and international leading levels will be reached by 2030 [3][4]. This policy certainty provides medium- and long-term investment logic support for the capital market.

Aipeng Medical is not purely a concept play; the company does have a substantive layout in the BCI field. In response to investor inquiries, the company clearly stated that it is developing innovative BCI businesses, specifically including two development routes [5][6]:

: Through its holding subsidiary Pengrui Brain Science, it has deployed a multi-modal ADHD behavior training system (covering in-hospital + out-of-hospital scenarios), an anesthesia depth monitor (which has generated sales revenue), and a refractory insomnia anesthesia treatment system. The non-invasive technology route has relatively low thresholds and a faster commercialization process.

: The company holds a stake in Changzhou Ruian Medical, which focuses on the research and development of high-barrier medical devices such as cranial nerve regulation and intracranial implantable electrodes, including implantable nerve stimulators, vagus nerve stimulators, and spinal cord stimulators [6].

In addition, the company’s Zhiyuan Brain Science has settled in Shanghai’s “Brain Intelligence World” to accelerate BCI industry cultivation, forming a linkage with industrial clusters in Shanghai, Beijing and other regions [5].

Date	Stock Price Performance	Market Background
January 5	20% daily limit	First trading day of 2026, BCI concept exploded
January 6	Consecutive 20% limits	Continued daily limit, the company released a volatility announcement [7]
January 7	Sharp pullback	The sector saw its first divergence, Aipeng Medical pulled back [4]
January 8	Return to 20% limit	Re-entered the top-performing stock pool [1]

From the capital perspective, the BCI concept sector saw over 5 billion RMB in capital inflows for two consecutive trading days, showing the active entry attitude of off-market incremental capital. However, it should be noted that on the evening of January 6, many companies including Weisi Medical, Xiangyu Medical, and Aipeng Medical collectively issued volatility announcements to warn of risks. The sector then pulled back sharply on the next day (January 7), showing that market divergence on the sector is intensifying [4].

Strong Brain Technology completed a financing of approximately 2 billion RMB on January 6, 2026, setting the second largest single financing record globally after Neuralink. This event is an important indicator [8]. From primary market data, 24 financings were completed in China’s BCI field in 2025, a year-on-year increase of 30%, showing that industrial capital continues to be optimistic about this track [6]. This linkage effect between the primary and secondary markets provides relatively solid fundamental support for the BCI concept.

Although Aipeng Medical does have a BCI business layout, the company has clearly warned in consecutive volatility announcements: “The company, its controlling shareholder, and actual controller have no material matters related to the company that should be disclosed but not disclosed”, and “BCI-related products have not yet achieved large-scale sales, and their contribution to overall operating revenue is limited” [4][5][7]. This means that the current consecutive daily limits of the stock price more reflect the market’s overall enthusiasm for the BCI concept, rather than a substantive improvement in the company’s fundamentals.

On December 8, 2025, the company released a pre-disclosure announcement on the reduction of shares by shareholders holding more than 5% of the shares [5]. Against the background of the recent sharp short-term rise in the stock price, shareholders’ willingness to reduce their holdings may increase, which will constitute potential pressure for further stock price increases. Investors need to closely follow the release time and scale of subsequent reduction announcements.

: The company has clearly stated that the BCI business has not yet contributed substantive performance, and the current consecutive daily limits of the stock price are mainly driven by concept. Historical experience shows that stocks driven purely by concept speculation often face a significant pullback risk after the hype fades [4].

: On January 7, the BCI concept sector saw its first sharp pullback, and many concept stocks such as Weisi Medical and Xiangyu Medical fell synchronously, showing that the market is worried about the excessive short-term increase of the sector [4]. If the sector continues to diverge in the future, Aipeng Medical, as a high-elasticity target, may face greater volatility.

: Even from a long-term perspective, large-scale commercialization of BCI still takes a long time. Analysts generally expect that it will take 5 years or longer to achieve large-scale application under conservative estimates [3]. Before that, the actual contribution of related businesses to the company’s performance will be very limited.

: The share reduction plan of shareholders holding more than 5% of the shares may be implemented when the stock price is high, constituting actual selling pressure [5].

: BCI has been included in the 15th Five-Year Plan, and it is expected to receive more policy support in the future, and industrial support may continue to increase [3][4].

: The BCI industry is in a critical breakthrough period from 0 to 1, and technological progress and commercialization process may continue to exceed expectations, bringing long-term growth opportunities for early-positioned targets.

: Different from pure concept speculation, Aipeng Medical does have a substantive business layout, including products such as anesthesia depth monitors that have generated sales revenue, providing certain fundamental support for the stock price [5][6].

: The company has settled in Shanghai’s “Brain Intelligence World” and formed a linkage with regional industrial clusters, which is expected to benefit from the industrial agglomeration effect [5].

Dimension	Assessment	Explanation
Short-term risk	High	Valuation deviates from fundamentals, sector divergence intensifies
Medium-term risk	Medium	Long performance verification cycle, shareholder reduction pressure
Short-term opportunity	Medium	Concept hype persists, high capital attention
Medium-term opportunity	Medium-High	Clear policy support, industry is in a breakthrough period

Aipeng Medical’s recent strong performance is the result of multiple factors.

: Elon Musk’s Neuralink mass production announcement and the joint policy release by eight domestic ministries form a dual driver; : The BCI concept became the hottest sector at the start of 2026, with the concept index surging over 12% in a single day; : The company does have a substantive business layout, but the contribution is limited.

From a technical analysis perspective, investors should pay attention to the following key price levels: short-term support levels can refer to the 5-day moving average and 10-day moving average positions; resistance levels focus on previous highs and integer levels; if the stock price breaks below key support levels, consider reducing positions or stopping losses; take-profit can be considered when sector hype fades or obvious stagnation signals appear [0].

This report aims to provide information collection, analysis and market background to support decision-making,

. For investors intending to trade this stock, the following points are recommended:

First,

: Although Aipeng Medical has a BCI layout, its main business is still traditional pain management products, and the BCI business has not yet contributed revenue on a large scale. Second, : Given the high volatility of this stock, it is recommended that short-term traders set clear stop-loss levels. Third, : Focus on the progress of the approval of the company’s BCI product registration certificate and large-scale sales, while being alert to the risk of a pullback at high levels. Fourth, : Large-scale commercialization of BCI still takes time, and medium- and long-term investors may consider positioning after performance verification.

: The BCI industry is in the early stage of development, with continuous policy support; Neuralink mass production expectations continue to ferment, with high global attention; domestic industrial clusters are taking shape; Aipeng Medical does have a substantive business layout [3][5][6].

: The company has clearly warned of no material undisclosed matters, and the stock price rise is mainly driven by concept; the BCI business has not yet contributed substantive performance; the sector has shown divergence signals (batch pullback on January 7); shareholder reduction plans may constitute selling pressure [4][5][7].

: Short-term momentum is sufficient, but risks are accumulating significantly. The stock’s strong performance mainly benefits from the overall hype of the BCI concept, rather than major changes in the company’s fundamentals. It is recommended that investors maintain a cautious attitude.

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[0] Jinling Analysis Database - Quantitative market data and technical indicators

[1] Eastmoney - “Eight Ministries Jointly Release! 21 Stocks in This Sector Hit Daily Limits”, https://finance.eastmoney.com/a/202601083612672939.html, 2026-01-08

[2] Securities Times - “Musk’s Mass Production Announcement Ignites the Market, BCI Commercialization Accelerates”, https://www.stcn.com/article/detail/3572633.html, 2026-01-06

[3] 21st Century Business Herald - “BCI Commercialization Accelerates, China’s Industrial Clusters Rise”, https://finance.sina.com.cn/roll/2026-01-06/doc-inhfikqw6139031.shtml, 2026-01-06

[4] Jiemian News - “BCI Concept Stocks Issue Batch ‘Risk Warnings’”, https://m.jiemian.com/article/13853780.html, 2026-01-07

[5] Securities Times - “Aipeng Medical Stock Details”, https://www.stcn.com/quotes/index/sz300753.html

[6] 21st Century Business Herald - “BCI Competition Begins, Multiple Companies Book 2026 Milestones”, https://www.21jingji.com/article/20260108/e85d5f7c922e9fef8b9856dcc372fe41.html, 2026-01-08

[7] Securities Times - “Aipeng Medical with Consecutive 20% Limits: No Undisclosed Material Matters”, https://www.stcn.com/article/detail/3574305.html, 2026-01-06

[8] OFweek - “2 Billion RMB! Chinese BCI ‘Unicorn’ Led by Harvard PhD”, https://m.ofweek.com/medical/2026-01/ART-11111-8120-30678602.html, 2026-01-06